PROFESSIONAL SUMMARY:

• Motivated leader with over 30 years of domestic & international industry experience. Professional consulting history of over 10 years of delivering projects and programs within scope, on time and within budget because I am at my best when working under pressure and take pride in being someone you can rely on. Solid business acumen specializing in recommending and delivering strategic results for improvements in efficiency, growth and profitability at all levels of management and end users.
• Developing a case for change, providing executive - level coaching focused on leading organizations through successful change. Supporting thought leadership regarding trends and emerging techniques. Designing and implementing operational and organizational change strategies and blueprints empathizing with management as if it were my own company
• Sarbanes Oxley Internal Controls specialist for improving complex financial analysis, reporting and accounting processes
• Excellent organization skills in managing interrelated projects, ensuring integration, coordination & consistency of processes across all projects establishing proper project communications plan & governance
• Agile Project Management methodology & delegation of work breakdown structure tasks based on level of effort & project team member skills to ensure milestone deadlines are consistently met
• Meeting facilitation for all levels of management & end user groups
• KPI reporting & SLA/MSA compliance
• Budget management - identifying cost saving opportunities & improvement initiatives promoting effective operations
• Produce professional communications & presentations using Microsoft Office suite software (i.e. MS Project, Power Point, Excel, Word, Visio…)
• Excellent account/portfolio relationship management so they feel like a partner and not just a customer
• Team building, communication, training and effectively manage changes in operations, organizations and culture
• Advanced credit & market risk analytics & reporting to promote data drivers for making informed decisions mitigating risk and maximizing profitability
• Contract negotiations (ISDA, NAESB, EEI, Physical Trading Agreements & GT&C’s, SOW’s, MSA’s, Licensing & Maintenance Agreements, etc.)
• Organizational data structures for delivering meaningful processes and robust reporting for credit and market risk management for commodity trading exposure and P&L explanatory’s
• Designing end to end artifact based data/scenario models, tools, calculations, collateralization, analysis and reporting

PROFESSIONAL EXPERIENCE:

Confidential, Sugar Land, TX

Independent Executive Management Consultant

Responsibilities:

• Successfully completed internal audit and advisory services evaluating the effectiveness of the dissolution of the partnership with Shell which was effective May 1, 2017 and the Motiva designed risk control matrix
• Produced and executed the Motiva Supply Trading & Logistics (STL) End to End Deal Lifecycle Audit Program
• Audited the end to end deal lifecycle across front, mid and back office functions, inclusive of the RightAngle implementation, for a small transaction sample from two requested perspectives which included: the effectiveness of the internal risk control matrix from a Sarbanes Oxley perspective scalability of internal control processes due to asset acquisitions (refineries and/or E&P company(s) to augment crude supply)
• Provided audit findings and remediation recommendations
• Provide executive management consulting personalized for the President & CEO developing the company business model structure, company direction, marketing & sales, promoting growth and profitability creating a positive paradigm shift in the exploration & production industry
• Negotiate Master Services Agreements and Request for Services agreements
• Provided professional advisory, program, project & budget management services; Agile methodologies; contributed to requirements gathering & fit/gap analysis & scoping, vendor selection, end to end business scenario modeling, advanced credit & market risk analytics & reporting, scheduling & logistics, organizational data structure, functional & UAT, change management and training for the successful implementation of Confidential, Energy Trading, and Risk Management System; Commodity XL, TPT Commodity XL for Credit, and TPT Commodity XL for Hedge Accounting.
• Provided consulting and business advisory services for cross functional operations for commodities trading company successfully assisting management in increasing revenue and operational efficiency
• Global SAP Implementation Project - Controller’s Focal Point; provided professional advisory services contributing to the scoping and implementation of the Global SAP project for the Controller’s organization

Confidential, Houston, TX

Professional Services Principal Consultant

Responsibilities:

• Crude & refined products trading and logistics space across the full supply chain, front, mid, and back office processes from a functional and compliance perspective
• Business acumen & processes across all end to end functional areas by adding the human element to their daily activities
• Analyzing & mapping business requirements and processes to strategic software functionality for fit/gap analysis
• End to end artifact based business scenario modeling for crude
• Implementation analysis and executive summary reporting for clear and concise dissemination
• Setting up configuration settings, parameters & thresher configuration settings
• Configuring & setting up all master reference data, market data, confirmation templates, invoice templates, chart of accounts & GL events mapping for accounting entries
• Designing and delivering credit risk solution architectures promoting systems integration for enterprise credit risk management based on business requirements gathered & analyzed
• Advanced market risk analytics & P&L explanatory reporting
• Strategic organizational data structure design promoting robust reporting (market risk, credit risk, Dodd Frank, FAS reporting), operational efficiency & capital optimization decision models
• Professional training for client management, end users & internal TPT employees on end to end process workflow software functionality with industry strategic context
• Functional & user acceptance testing with effective change management strategies
• Preparing functional/technical need analysis & specification documents & other product literature
• System implementation analysis/audits defining effectiveness, areas for improvement & structuring value proposition statements of work for enhancing implementation effectiveness optimizing system functionality utilization

Confidential Houston, TX

Senior Manager

Responsibilities:

• Completed the high and mid level design of business requirements and functional process specifications for the accounting and contracts portion of an Integrated ETRM system implementation of SolArc Right Angle
• Provided strategic context for resolving major open business items pertaining to inventory valuation, financial derivative hedge accounting and reporting requirements, cash application, defining P & L, contract ownership and IFRS conversion impacts
• Provided extensive subject matter expert strategic context for Credit Risk management
• Developed end to end cross functional business overview documentation for the Chevron Middle East and crude structure desk energy commodity trading activity
• Designed and implemented an integrated ETRM system implementation design for OpenLink
• Managed a team for the development and completion of the business requirements and functional specifications for the physical operations/actualization, settlements and accounting portion of an ETRM system implementation
• Proposed and implemented an effective approach to complement the existing project plan to promote an increase in project velocity and quality of project deliverables

Confidential, Houston, TX

Professional Consultant

Responsibilities:

• 404 Sarbanes Oxley (SOX) Project Manager - Team Lead - Control Register Documentation and Remediation
• Directed and mentored a team of documentation professionals, worked with IT, business process owners, internal audit and PricewaterhouseCoopers (PWC) in providing the following contributing to the successful completion of the 2006 SOX 404 attestation
• Worked with the business process owners across all areas of operations, classes of business, and classes of service in identifying and mitigating risk. Successfully re-engineered and standardized accounting processes within each business control process for financial statement reporting in compliance with US GAAP and IFRS
• Scope included trading, inventory, manage close, reporting, purchase to payables, fixed assets, sales to receivables, tax, and cash business processes

Confidential, Houston, TX

Director

Responsibilities:

• Sarbanes Oxley Coordinator: reviewed and coordinated the remediation of open issues related to internal controls and audit items for the Confidential credit department
• Monitored and managed Confidential credit portfolio management reporting for compliance to the Confidential credit risk policy to ensure efficient mitigation of risk associated with limit and trade violations ($2B+ Portfolio)
• Negotiated trading documents (ISDA, EEI, NAESB, WSPP, MNA, and non-standard physical commodity trading agreements) collaborating and working closely with traders, risk, legal and contract administration
• Reviewed and approved all incoming and outgoing DENA, DEGT, and Duke Power Letters of Credit ($500M+) to ensure compliance with Duke standards and UCP 500 or ISP 98
• Business owner of the enterprise common company system (company profile book of record system which feeds into all target trading, credit and accounting systems)
• Wrote the following and made significant contributions to the balance of Confidential credit guidelines that support the Confidential credit risk policy; delegation of credit authority guidelines, internal risk rating guidelines, wire transfer validation guidelines, and trade violation guidelines; wrote and implemented all Confidential credit portfolio management procedures
• Completed a gap analysis of the current processes against the Confidential credit risk policy and guidelines implemented July 2003
• Wrote the business continuity plan for the Confidential credit department
• Continued to perform all Confidential credit risk management responsibilities

Manager

Confidential

Responsibilities:

• Created and submitted an inventory analysis and efficiency analysis highlighting weaknesses and areas for improvement in the Confidential credit department
• Created and successfully implemented a proactive enterprise approach Confidential credit department infrastructure.
• Managed a large staff of credit analysts and assigned accountability with specific portfolio assignments for each Confidential merchants credit analyst
• Created and successfully implemented the credit review form and the underwriting process for Confidential credit risk assessments
• Reviewed and approved counterparty “credit review” underwritings, limits, and internal risk ratings
• Created and successfully implemented Duke’s first ever hugely successful Confidential credit training program
• Created and successfully implemented a comprehensive Confidential credit portfolio management reporting package along with effective portfolio management procedures. No credit losses incurred as a result for the $2B+ portfolio
• Negotiated trading documents (ISDA, EEI, NAESB, WSPP, MNA, and non-standard physical commodity trading agreements) collaborating and working closely with traders, risk, legal and contract administration
• Implemented a Letter of Credit and Guarantee procedure
• Negotiated credit support documents to include guarantees and letters of credit
• Proposed and successfully implemented several systems enhancements for the Credit Risk Management System (CRMS) to promote greater efficiency and greater data integrity
• Designed and proposed a credit risk solution architecture along with business and system integration requirements. Successfully built and implemented the credit risk solution architecture in partnership with Price Waterhouse promoting proactive enterprise credit risk management using a dynamic organization data structure for robust reporting
• Fully integrated the Confidential credit portfolio of accounts and equitably distributed accountability among all Credit Analysts