TECHNICAL SKILLS:

• Windows Operating Systems
• Microsoft Office (Word, Excel, PowerPoint, Access, Visio, OneNote, SharePoint)
• Openlink Endur/Findur
• Commodity XL/SL
• SAP/CCS
• Siebel
• Salesforce CRM
• Nucleus
• Mainframe
• Calypso
• Intellimatch
• Generation Management System (GMS)

EXPERIENCE:

Confidential

Senior Business Consultant

Responsibilities:

• Managed Renewable & Alternative Power implementation for the 2 nd largest utility company in America (SoCal Edison). Key sources of focus for Renewable power included Wind, Small Hydro, Biomass, Geothermal and Solar power
• Functioned as Front Office subject matter expert for Confidential product suite (Endur/Findur)
• Led build and design workshops focused on power procurement, compliance programs and Exchange Traded OTC natural gas products.
• Facilitated the training of Traders, Risk Managers, Contract Managers, Accountants and Compliance professionals
• Provided on - site modeling of the OpenLink Energy Trading Platform
• Provided mentoring and training to junior level staffers
• Knowledgeable of Dodd-Frank rules (specifically title VII)
• Knowledgeable of Sarbanes-Oxley laws
• Thorough understanding of full trade life-cycle (Production to Settlement)

Confidential

Senior Energy Trading & Risk Management Consultant

Responsibilities:

• Managed Energy Trading and Risk Management platform implementations for several North American companies (Anadarko Petroleum, ARC Resources, Xcel Energy, Cargill))
• Functioned as Senior Energy Trading & Risk Management Consultant for the Confidential Technology Professional Services Practice.
• Facilitated the training of Traders, Schedulers, Accountants, Risk Managers, IT Professionals and Finance Executives
• Served as liaison between the client and Confidential Technology departments including: Engineering, Quality Assurance, Technical Support and Account Management.
• Served as Subject Matter Expert for Commodity XL Physical and Financial Trading and Accounting software for Bulk and Non-Bulk Commodities in U.S. and European markets (Coal, Oil, Petro Chemicals, Natural Gas).
• Provided on and off-site Financial Software Modeling, Configuration, Training, Testing and Support.
• Provided Business Analysis services including: Requirements Gathering, Gap Analysis & Functional Design Specification.
• Interacted with and maintained relationships with C-level executives at client sites
• Participated in all phases of Functional Implementation including: Regression Testing, Technical Support and Software Modeling for large public and privately owned clientele.
• Consulting experience includes assignments in Europe as well as the Americas.
• Provided mentoring and training to junior level staffers
• Knowledge of full trade life-cycle (Production to Settlement)

Confidential

Manager

Responsibilities:

• Reporting to the Director, Derivatives Operations: Hired, trained and provided direction to a team of middle office analysts within the financial/physical settlements and Marketing Middle Office groups.
• Explained technical and theoretical details of hedging positions to clients, internal bankers and external auditors.
• Performed on-request cash flow and swap analysis for clientele on behalf of Front Office marketing group.
• Managed Crude and Natural Gas Liquids future cash flow reporting process
• Managed reconciling of all monthly trading activity for financial and physical commodities, ensuring the proper and timely settlement of trades
• Setup and managed Receivable and Payable (counterparty) accounts
• Provided unrealized Profit & Loss valuations (FAS 133) to clients for over-the-counter derivatives.
• Verified Pricing/Net Present Value of hedges through CDBO Calypso.
• Communicated with clients to aid in resolving trade settlement discrepancies and reinstructing proper settlement instructions.
• Ensured the generation and distribution of invoices for counterparty payments
• Managed settlement portion of major projects to onboard physical cotton, grain and power for trading activities.
• Involved in User-Acceptance and System Integration Testing for General Ledger project as well as new marketing product offerings.
• Conducted employee performance reviews while providing management and compensation steering committee with valuable feedback.
• Routinely liaised with C-level executive clientele.

Confidential

Natural Gas Logistics/Transportation & Storage Analyst

Responsibilities:

• Aided in managing the economic cost optimization of natural gas transportation and storage.
• Utilized trading management systems to track natural gas activity for accounting reconciliation and invoice analysis.
• Interacted with gas traders and schedulers to make optimal storage decisions for cost and inventory balance.
• Maintained knowledge of market conditions and tariff provisions of storage facilities and pipelines.
• Catalyst in determining the appropriate dispatch and use of storage and transportation capacity.
• Resolved variances between scheduled, confirmed and actual volumes.
• Manually captured all transportation and storage deals in Nucleus trading system.
• Cross-referenced Endur and Nucleus systems to ensure accurate entry of all demand and commodity charges.
• Worked with Director of Commercial/Industrial/Aggregator Marketing group on special Shell branding campaign.
• Documented and refined processes and procedures for Shell Trading logistics analysis group.

Confidential

Commodity Contract Analyst

Responsibilities:

• Interfaced regularly with Commercial, Trading, Credit, Data Administration and Sr. Advisors to execute commodity contracts.
• Handled contract and confirmation queries from 3rd parties on behalf of Commercial and Trading.
• Generated contracts and analyzed risks associated with changes to contracts.
• Worked in conjunction with the Commercial Advisor to draft, negotiate and follow up on contracts until executed.
• Generated standard, fit-for-purpose master agreements and non-standard manual confirmations, while adhering to proper contract/confirmation processes and procedures.
• Managed and documented trade confirmation process.
• Verified agreements for various commodity transactions, including physical and financial gas and power.

Confidential

Credit Risk Analyst/Underwriter

Responsibilities:

• Managed a portfolio of counterparties covering numerous industries within the Trading business in excess of $500K to $50MM.
• Performed internal and external analysis on existing and new clients to assess their creditworthiness by spreading financials over a 3 year period.
• Determined appropriate credit limits to extend within the companies risk tolerance.
• Actively managed counterparty credit exposures, and initiated credit discussions with counterparties when required.
• Mitigated credit risk through the structuring and negotiation of suitable credit terms for inclusion in standard Trading contracts.
• Consulted with senior management on the development of credit business processes and procedures.
• Refined and revised Small C/I credit processes and created credit risk terms of reference that included speculative and investment grade counterparties.

Confidential

Natural Gas Scheduler

Responsibilities:

• Reported natural gas pipeline physical positions to Shell Trading groups.
• Traded Physical Gas imbalances monthly
• Interacted effectively with gas trading groups to economically procure natural gas for Shell Trading’s production assets.
• Managed end of month accounting and cashouts
• Accurately nominated volumetric loads into day ahead and real-time energy markets.
• Interacted effectively with commercial operations and marketing staff to manage natural gas base load portfolios valued at +/- $4 million each.
• Developed creative excel spreadsheet to aid in daily volumetric forecasting and special analysis projects.
• Utilized Nucleus energy trading system, equity supply management system and pipeline electronic bulletin board systems daily.
• Pipelines Scheduled: Bridgeline, Sabine Hub, High Island Offshore, Stingray, Sea Robin.

Confidential

Business Operations Analyst

Responsibilities:

• Process implementation subject matter expert, appointed to the role of Project Manager to develop a process to streamline business processes between the Large Commercial/Industrial and Mid Commercial/Industrial account management groups within Reliant Energy Retail Marketing with an estimated cost benefit of $300K annually.
• Responsible for business, operational and issue resolution analysis within the Commercial/Industrial account management organization.
• Researched and analyzed best operating, management, administrative and/or business practices relevant to achieving strategic goals and operating objectives.
• Developed and evaluated alternative approaches to optimizing operational efficiency within the business and presented recommendations to management.
• Consulted, interacted and collaborated with cross-functional departments to facilitate the successful implementation of new or revised policies, processes, and procedures.

Confidential

Issue Resolution Analyst

Responsibilities:

• Managed escalated issues varying from customer and media to PUC complaints. Also aided in the technical repair of transaction errors in the SAP/CCS system.
• Maintained spreadsheet database that was directly responsible for recovering portions of major accounts ranging from $100K to $200K.
• Effectively utilized a wide variety of both internal and external contacts to resolve errors in a timely manner.
• Worked closely with Sr. Analyst and Change Management coordinator to develop and implement new business processes.

Confidential

Exceptions Analyst

Responsibilities:

• Duties included analyzing, interpreting, researching and correcting accounting transaction code errors in the SAP/CCS System.
• Initiated and terminated accounts while analyzing and inputting energy load data into the SAP system.
• Utilized SAP 7 accounting software to analyze and correct customer retail accounts
• Interfaced with the Electronic Reliability Council of Texas (ERCOT) and the Public Utility Commission of Texas to resolve customer errors.
• Extensively researched energy market data to ensure deregulation compliance.

Confidential

Website Consultant/Sales

Responsibilities:

• Explained and interpreted complex website procedures to clients as it related to small and medium sized businesses.
• Prepared proposals and provided information regarding terms of sale.
• Aided in the design of websites for clients that resulted in increased revenue and market presence for their businesses. Revenue increase ranged from 1% to 10% monthly.
• Utilized Oracle 9i software to design and implement changes to customer’s websites.