SUMMARY:

• Strategic Roadmap Development / App Rationalization
• Business Process Mapping / Redesign
• High Availability Environments / Cloud
• Strong technical, quantitative, analytical, and problem solving skills
• 16+ years of hands - on Business Analyst/Project Mgmt
• System migrations, writing specification docs, and testing
• UI Design
• Market Data
• Strong Interpersonal and Communication Skills
• Energy Markets
• Project / Program Management
• Financial Products / Derivatives
• Accounting / Settlements / Contract Management
• Business Development / Marketing Strategy
• Strategic Partnership Development
• On-shore and Off-shore development model and project coordination
• Data Management / Governance
• Agile / Waterfall Development
• Experience with multiple E/CTRM Packages
• Matrixed Teams
• Innovative, strategic, and value-driven Technology Professional with extensive experience shaping system design and developing transformative solutions using vast industry knowledge and business acumen to deliver results.
• Demonstrated ability to leverage background in energy markets, power operations, data management/governance, project management, business analysis, ERP systems, settlements/accounting, and business process workflows to understand complex business challenges and design and implement solutions from concept to post go-live support.
• Believer in creating innovative solutions that empower the business and improve the business users’ daily lives as well as a company’s bottom line.
• Highly successful in building efficient and effective cross-functional teams, mentoring talent, identifying new opportunities, delivering effective solutions, and delivering customer satisfaction.
• Energy, Trading/Financial Products, Enterprise Systems, ERP, CRM, Mobility, Accounting and Settlements leverage business, financial, and technical acumen to communicate effectively with executives, customers, PMO, business users, development, data, analyst, compliance, audit, and sales teams.
• 19+ years of experience in various areas of the energy business including Trading, Power Generation, Oil & Gas, ISO Markets
• 8+ years of experience managing people (direct reports), highly matrixed teams, and projects
• 16+ years of experience as a Business Analyst and Project Manager
• Developed Centralized Data Repository Data Structure and Data Management Strategy for energy companies
• Prepared Power Generation IT Roadmap directing IT staff prioritization focusing on items ranging from Infrastructure, Compliance, Reporting, Mobility/Automation, Organization Structure
• Developed Application Rationalization and 5-yr IT Roadmap for Energy Procurement (Trading) organization to support business case for Public Utilities Commission funding. Report was 100+ pages in length and also included recommendations on Organizational Changes required to address operational issues and provide proper oversight.
• Speaker and Presenter at Ventyx World on Impacts of Renewable Energy on Energy Markets and Energy Operations
• Speaker and Presenter at the ETOT Conference on the Benefits and Methodology of Enterprise Application Rationalization
• Panelist for SAS Institute Webinar Series on Impacts and Benefits of Good Data Management Practices on Energy Trading and Generation Operations
• Driven Vision > Roadmap > Organization and Operation Capability > System Features > Business and Technical Requirements

PROFESSIONAL EXPERIENCE:

LEAD DEVELOPMENT ANALYST/ PM

Confidential, Raleigh, NC

Responsibilities:

• Work as part of a group of commercial development partners to identify and develop energy-related and municipal projects in Latin America
• Projects range in size from $75M to $1.2B and include: Solar Farms, Biomass Plants, Confidential Terminals and Gas-Fired Combined Cycle Plants and related infrastructure
• Managed projects across multiple geographies and functional areas
• Develop demand-side energy saving initiatives such as LED lighting, theft prevention, and grid optimization and analytics

DIRECTOR

Confidential, OK

Responsibilities:

• Defined requirements and coordinated delivery and test plans with the client and internal development teams
• Designed and build out additional ETRM capabilities for the Confidential suite of products including RECS/Emissions, Gas, and Financial Products. Provided requirements to allow to build out these additional capabilities
• Identified and developed new business opportunities for Contract Settlements, Meter Data Management, ISO Coms/Settlements, Gas Trading, Advanced Analytics, Generation Optimization, and Reporting, AWS Cloud
• Managed projects ranging from Contract Settlements, Meter Data Management, ISO Coms/Settlements including CAISO EIM Market, Gas Trading, Generation Optimization, Reporting, and Integration
• Attended ISO Market Working Meetings and provided market and system impacts assessments of proposed rulemakings

PRACTICE LEAD

Confidential, Houston, TX

Responsibilities:

• Led team of consultants responsible for providing services in the Power Generation and Commodity Trading and Risk Management areas. Responsible for development of opportunities and staffing, project assurance, and service delivery
• Drove marketing strategy and execution plan for traditional ETRM commodities as well as other commodities in tangential industries such as aviation, metals, etc.
• Expanded service offerings to align with a highly matrixed organization to drive overall company growth plan including Market Data management/Governance, Mobility Solutions, Application Rationalization, SAP, and others
• Developed key strategic partnerships to increase opportunities and leverage organizational strengths
• Served as Project Manager, Program Manager, and Business Analyst on multiple concurrent projects within the framework of IT priorities and IT Roadmaps related to both Energy Trading and Power Generation Organizations
• Prepared Enterprise Application Roadmaps / Strategic IT Roadmaps / Business Case Development
• Developed Centralized Data Repository Data Structure and Data Management Strategies for Energy Companies
• Provided thought leadership and increased organizational visibility with presentations made at Ventyx World, SAS Webinar Series, and various conferences
• Increased organization capabilities through mentoring both within the team and across the matrixed organization

READINESS & TRANSFORMATION CONSULTANT

Confidential, Taylor, TX

Responsibilities:

• Worked in a project management role with business owners to assess ability to report on metrics, draft revisions to metrics, as well as create project status dashboards and presentations to be presented before the Nodal Advisory Task Force ( Confidential ) and/or the Technical Advisory Committee (TAC) or Confidential management.
• Ensured organization readiness by implementing and monitoring Confidential and Market Participant readiness metrics to assess progress in meeting key milestones leading up to project go-live.
• Implemented and monitored remediation plans in affected areas to address deficiencies

SENIOR REQUIREMENTS CONSULTANT

Confidential, Taylor, TX

Responsibilities:

• Provided domain expertise and analyst services on the Confidential Project to implement a more formalized requirements management practice to ensure coverage and compliance to governing documents.
• Utilized Rational Requisite Pro and associated reporting tools to identify functional as well as non-functional requirements in the governing documents with goals of providing for ongoing management metric reporting, more efficient change management processes, and increased transparency to project stakeholders.
• Identified deficiencies in the as-built applications and coordinated with business owners to identify and document corrective measures.

BUSINESS SYSTEMS CONSULTANT

Confidential, West Palm Beach, FL

Responsibilities:

• Designed a custom transaction, inventory, and physical management system for Gas, Transport, Power, Emissions, Congestion (TCR, TCC, FTR), and Renewable Energy Credits (RECs) for the over-the-counter, exchange, and physical markets.
• Managed project deliverables deadlines, status tracking, and issue tracking and reported to senior management and internal project management.
• Provided system design specifications and advice on all aspects within the transaction life cycle based on hands-on trade floor experience, industry best practices, and requirements solicited from the front, mid, and back offices.

BUSINESS SYSTEMS ANALYST

Confidential, Research Triangle Park, NC

Responsibilities:

• Provided design specifications to streamline business processes and increase operational efficiency across a global footprint. Worked on a project team and stakeholders around the globe to gather requirements
• Served in the role of business systems analyst responsible for designing HTML content-rich applications to support, in some cases, 30,000+ internal users
• Developed use cases, test scripts/plans, and provided level 3 support during initial rollout

BUSINESS SYSTEMS ANALYST

Confidential, Houston, TX

Responsibilities:

• Provided lead analyst support services in an organization applying for qualification as a Level 3, CMMI development organization to assist in the appraisal, design, development, and implementation of a new transaction management and risk management system
• Worked closely with trading floor personnel to elicit requirements specific to the North American Gas & Power (NAGP) organization in addition to presenting proposed system modifications in order to gain business acceptance
• Designed and documented requirements for a comprehensive, customized settlement system to meet the North American Gas & Power business unit’s diverse settlement needs for both wholesale and retail purposes
• Served as systems expert to assist in the interpretation of system capabilities and also to ensure quality gap analysis, design of enhancements, development of use cases, test cases, acceptance and regression scripts to support development efforts
• Provided mentorship and training on industry domain to offshore development team
• Documented integration requirements between several new and existing systems
• Advised on FERC and Public Utility Commission of Texas compliance reporting