Billy X. Email and Phone Number
My career interests are in finance, business operation and strategy. I am experienced in financial analysis, budget analysis, equity valuation, GAAP and FERC accounting, and EB-5 investment program. Some of my other interests are: playing basketball, soccer, taking ballet classes, attending live concerts, analyzing equities, reading books, reading news (mostly Bloomberg and CNBC), philanthropy.
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Senior Financial AnalystPuget Sound Energy Nov 2016 - PresentBellevue, Washingtono Provide and present important financial information to VPs and directors within the organization: ➢ OPEX: General Counsel, Regulatory Strategy, HR & Benefits etc. (2016-2020) ➢ CAPEX: IT & Corporate Shared Services (2021-Present)Assist leadership with 24 month rolling forecast, analyze annual, and monthly budget variance, address risks and opportunities, facilitate CAPEX 5-year plano Create and maintain ad-hoc reports for various groups, respond to data analytics requests from leaderships and regulatory agencieso Train managers to use the SAP tools implemented by finance departmento Collaborate with multiple departments to solve technical and accounting issues -
Financial Analyst InternLeyefe Nov 2015 - Feb 2016Greater Seattle Areao Analyzed sales revenue, costs, and other expenses associated with core businesso Developed detailed Excel spreadsheet to identify trends in sales, expense, EBITDA, and cash flowo Worked closely with the team to develop the capital budget and three-year-forecast report o Identified the company financial needs and developed the capital structure plano Analyzed the company’s valuation, addressed the investment return and risk, developed the report for external equity financingo Finalized the pricing strategy and operation policy with the leadership to improve the business efficiency
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ParalegalLani Cao Law Office Sep 2014 - Dec 2014Bellevue, Wao Worked as legal assistant for EB-5 immigration cases, in charge of 7 cases for immigrant investors’ petitionso Consulted with attorney and clients to develop source of fund strategy. Collected and finalized legal document, drafted contracts and case memorandums for each individual caseo Represented the firm at marketing events and reached out to potential clients
Billy X. Education Details
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3.75 -
Economics, Dance Minor
Frequently Asked Questions about Billy X.
What company does Billy X. work for?
Billy X. works for Puget Sound Energy
What is Billy X.'s role at the current company?
Billy X.'s current role is MBA, Senior Financial Analyst.
What schools did Billy X. attend?
Billy X. attended Seattle University, University Of Washington.
Who are Billy X.'s colleagues?
Billy X.'s colleagues are Suzy Stocktoon, Bob Joy, Eric Thomassian, Joanne Rice, Chris Decamillo, Don Pratt, Christopher Drobnicki.
Not the Billy X. you were looking for?
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William X. Kerber III
Oklahoma City, Ok1humanmode.com
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