Brian Rothstein Email & Phone Number

United States

Folsom, Ca, Us

Philadelphia, Pa, Us

Philadelphia, Pa, Us

Rosemead, Ca, Us

Regulatory Case Manager for Resource Adequacy (RA) proceedings at the CPUC and related CAISO stakeholder processes.• Identify and resolve SCE operational and regulatory policy issues, and develop policy positions, related to energy procurement.• Execute project management tasks, including planning, prioritizing, and scheduling work activities.• Develop regulatory documents such as Applications, Advice Letters, Testimony, and Comments.• Manage timely responses to discovery requests.• Communicate the status of proceedings to SCE executives and internal and external stakeholders.• Prepare witnesses and support for evidentiary hearings.• Analyze and communicate regulatory rulings, proposed and final decisions, and draft and final resolutions.

Folsom, Ca, Us

- Consulting services for power suppliers and marketers on CAISO settlements and market rules- Managed development of custom CAISO and PJM settlement reports for energy clients- Managed weekly reporting process for CAISO energy suppliers, providing breakdowns at daily/weekly/monthly level, as well as by product and charge code- Managed development of custom Plexos and settlement tools- Development and review of technical papers and CAISO market project proposals- Creation of tools for computing profit and loss, levelized cost of energy, and other economic functions- Research, tracking and resolution of CAISO settlement disputes

Folsom, Ca, Us

Translates ISO policy changes into market settlement designs. Participates in policy discussions and provides recommendations based on impacts to settlements systems or processes. Contributes to business requirements for market quality and settlement systems. Performs settlement design, configuration, testing and implementation activities. Researches, analyzes, and implements dispute/defect corrections. Suggests and implements standards, processes and controls for new and existing business practices. Guides team members in identifying root causes of systemic data issues and recommends solutions.

San Rafael, Ca, Us

- Power supply portfolio monitoring and risk mitigation- Tracking and resolution of CAISO statement discrepancies- Invoice review and validation to support the MCE power supply portfolio

Rosemead, Ca, Us

- Manage strategy and analysis in regulatory projects- Negotiate settlement agreements with energy suppliers in coordination with regulatory agencies – CPUC, FERC, and the California Attorney General- Develop strategic positions to enhance corporate financial position and assure rate of recovery- Develop financial accounting tools and databases to monitor cash balances, recovery percentages, and interest positions- Ad-hoc analysis of power market issues and identification of root causes- Detailed review of regulatory tariffs, stakeholder, and technical documentation- Cross-functional coordination and project management of key initiatives to evolve corporate position- Represent corporate interests at regulatory stakeholder meetings and other public forums

Rosemead, Ca, Us

- Perform deep-dive financial accounting analysis for power portfolio- Evaluate, test, and implement financial settlement software- Review regulatory documentation; provide stakeholder feedback and comments- Engage senior management and provide training on new regulatory initiatives and products- Design strategy to address business impacts resulting from market activities- Manage inter-departmental projects and coordinate the development of stakeholder positions- Developed software design and requirements for custom financial settlement software

Folsom, Ca, Us

- Lead project to track data discrepancies with high-dollar impacts and recoveries- Review regulatory tariffs, white papers, and official communications and educate clients on key issues- Train utility operations staff on CAISO power market redesign- Create and implement processes for developing financial projections- Develop individualized training for clients on financial settlement and market data validation.- Using economic models, perform economic analyses and forecasting for transmission and generation projects. - Calculate consumer and societal benefit, as well as reliability and economic feasibility for transmission projects.- Created long-term forecasting reports on power market prices, resource capacity factors, and resource mix (renewable) data.

Folsom, Ca, Us

- FERC Refund (California Energy Crisis) regulatory subject-matter expert, managed analysis and recalculation of settlement statements for FERC Refund reruns.- Formulate CAISO Tariff rules into white papers, technical manuals, and design guides for internal settlement software coding- Facilitate stakeholder and regulator engagement as core liaison on energy settlements design- Manage investigation and resolution of market participant concerns- Develop training for market participants and lead training sessions- Manage software design work and release schedules.- Investigate client disputes, perform ad-hoc queries and communicate findings to power market participants- Author software requirement and business process documents

Dallas, Tx, Us

● Lead research and investigation into non-billed wireless traffic recovery.● Recover over 2 million dollars by identifying billing errors and fraud● Direct billing research and analysis for Revenue Assurance team.