Background

I have over 12 years of experience in the Energy Trading and Risk Management industry, with a strong focus on technical design of solutions within the OpenLink Endur ETRM application. I have experience in performing system implementations and upgrades for various energy commodities including natural gas, power, crude oil, refined products, natural gas liquids, and agricultural products. I have developed extensive knowledge and expertise across the major ETRM business process functions Trading, Risk Management, Contracts and Confirmations, Scheduling/ Actualization, Settlements/Invoicing, Accounting, and Compliance/Reporting. My broad industry knowledge, ETRM experience, and technical background make me a great resource for analysis, design, and implementation of quality trading solutions.

Experience

Confidential

• I am currently working as a business analyst in the Commercial Trading functional area designing and delivering enhancements post the Single Gas Platform SGP implementation.
• Designed and tested a functional enhancement t automate the capture of Broker Fees upon trade capture in Endur. Rates included execution and clearing broker fees for exchange interfaced deals and OTC and clearing broker rates for OTC transactions.
• Designed and tested a new Endur report for the business t use which complies with CEC 1308C Gas Retailer Report and the CEC 1308C Gas Retailer Detail Report as outlined by the California Energy Commission CEC . The new reporting process significantly reduced the time spent compiling transactional data each quarter.
• Designed a new process enabling users t copy pricing and fee attributes from usage parent balancing deals t all secondary balancing deals in Endur. This enhancement significantly reduced trade entry time associated with Usage Trading business in the West regions.
• Designed a new trade booking process which volumetrically balances the physical gas position in Endur associated with Power Tolling transactions. The delivered solution als assisted Accounting in capturing the gas expense in SAP associated with each SENA Power desk.
• Designed a new automated Deal Ranking process in Endur which uses a Ranking Strategy t rank each leg of a physical deal.
• Assisted business users with User Acceptance Testing UAT .

Confidential

• I was assigned as a business analyst t the Cash Month project where I successfully provided a customized Cash Month PNL solution for the Commercial and Risk functional groups. In my capacity on the Cash Month project I als assisted in the design and testing of new Quick Deal Entry QDE and Quick Volume Update QVU modules for Cash Month trading.
• Designed a CashMonth PNL solution that traders use daily t validate their daily profit and loss and exposure positions.
• Documented requirements for PNL reporting enhancements for cash month traders working closely with business users from the Commercial Trading and Risk Control groups.
• Performed detailed testing t verify report results were consistent with core Endur simulation results including PNL Detail and Cash Month Info.
• Liaised with the Risk Control group t ensure all calculated results, followed the correct realization logic, and were consistent with the official PNL reporting guidelines.
• Authored functional design documents and coordinated with business users t obtain their approval on the enhancement's functional design.
• Provided detailed training on the delivered designs t multiple functional groups including Commercial, Risk Control, and Production Support.
• Assisted the Production Support group with hypercare activities following the successful implementation of all three Cash Month project modules: Quick Deal Entry QDE , Quick Volume Update QVU , and PNL Report.

Confidential

• Initially on the Single Gas Platform SGP project, I was assigned as an Endur business analyst responsible for streamlining existing End Of Day EOD processes t accommodate the extra processing time associated with the inclusion of all physical gas transactions through the primary trade capture system, Endur version 9.1. Following this I was assigned t the SGP project as a business analyst responsible for the design of a new comprehensive ETRM security system enforcing integrity across all functional areas.
• Designed and created more efficient EOD processes t help reduce overall processing time. Significant improvements were made t each of the following processes in Endur version 9.1: Instrument Fixings Batch Validation EOD Simulations Simulation Validations and Automated System Date Roll.
• Conducted End of Day planning and execution in Endur during testing activities.
• Authored functional design documents for new enhancements developed for the EOD functional group and coordinated with business users t obtain their approval on the enhancement's functional design.
• Designed a new robust Endur security system t ensure all business roles adhered t strict guidelines identified by senior management from each functional group.
• Worked closely with business users and project analysts from all functional groups Accounting, Settlements, Confirms and Contracts, Scheduling, Actualization, Risk Control, and Commercial t understand and document their daily Endur activity.
• Worked strenuously with project staff and business users t complete UAT for each security role.
• Liaised with an external auditing group t verify all automated IT Controls functioned correctly.

Confidential

• At Barclays Capital I was a middle office analyst encompassing the finance and risk groups which included implementing an Endur upgrade from versions 6.0 t 8.0 covering a variety of energy commodities: natural gas physical and financial , power physical and financial , crude oil, refined products, natural gas liquids physical and financial , and agricultural. I als was involved with the implementation of additional ETRM systems t accommodate physical crude oil and refined products trading and real time power trading.
• Openlink Endur: Expert user of their primary trade booking system. Created new curves, correlation surfaces, and deal templates. Modeled and tested new trade booking approaches for physical transactions including physical gas and NGL transport and storage.
• Endur Upgrade: Managed testing for an Openlink V6 t V8 upgrade project for the Product Control team.
• Conducted product and regression testing during the Endur upgrade.
• Developed a comprehensive list of detailed test cases t validate functionality within Endur and t verify data that was transferred accurately.
• Conducted side-by-side testing at Openlink's headquarters in New York.
• Middle Office: Provided production support t the Natural Gas, Power, Crude and Refined Products, and Agricultural desks in New York on Endur functionality. Production support covered all commodities traded by these desks in Endur physical and financial.
• EOD Risk Manager: Managed a team of analysts t ensure the successful completion of all End Of Day EOD activities daily. Reported daily Flash PnL numbers by desk t senior management.
• Structured Trade Valuation Review: Provided structured and complex trade review, deal valuation analysis, and PnL reserve constraints for non observable and approximate bookings.
• New Business and Product Development: Involved in many new product roll-outs including Load Following Power Transaction US Gas Transportation Physical Crude Oil Wind Power and Hydr Power.
• Price Testing: Responsible for monthly valuation of traders forward marks for all US Power and Natural Gas, Emissions, and Forest Products markets.
• Compliance: Responsible for providing the compliance team and external contractors with necessary transaction data t comply with multiple audits, both internal and external.
• Market Reporting: Worked with the various trading desks t ensure positional limits were adhered t and, when required, drafted positional reports for Compliance t document offsetting positions if exchange limits NYMEX and ICE were breached.

Confidential

• Market Maker: Provided liquidity as an options market maker predominantly in the Coffee pit but als in Sugar, Cotton, and Cocoa pits on the NYBOT exchange.
• Risk Management: Managed multiple derivatives positions for short term risk and als for longer strategic plays each hedged with underlying futures trades t offset equivalent delta risk.
• Junior Trader Mentor: Mentored junior traders and provided ongoing training sessions t help prepare them for commodity pit trading.
• Trader Trainee Program: Successfully completed a trainee program covering all aspects of Commodities Trading across multiple markets including Crude Oil, Natural Gas, Heating Oil, Unleaded Gas, Coffee, Sugar, Cocoa, Cotton, and Frozen Concentrated Orange Juice.

Confidential

• Process Development: Created and tested processes necessary for manufacturing new medical devices including angioplasty balloon catheters bifurcated angioplasty devices and vascular stents.
• New Product Development Team: Liaised with fellow engineers from R D, Quality Assurance, Manufacturing, and Industrial Engineering in developing new products and processes.