The Senior Financial Analyst assists in planning and organizing complex and detailed financial analyses primarily related to budget, fiscal, legislative, contract and administrative policy. The Senior Financial Analyst will prepare and analyze executive-ready, sensitive, and complex financial reports, programs, and policies, assists in the evaluation of financial risks to the organization and will propose recommendations to senior and executive-level staff to mitigate risks and promote the interests of SDCP. The Senior Financial Analyst also may lead aspects of developing annual budgets and financial reports and provides robust analytical support in building finance programs and policies for a growing, dynamic public agency. This position may also have supervisorial responsibilities for junior-level staff.

The Financial Analyst will prepare and analyze financial reports, programs, and policies, assists in the evaluation for financial risks and assists in the proposal of recommendations to senior and executive-level staff. The analyst also assists in developing annual budgets and financial reports and in providing analytical support in a challenging and dynamic start-up environment. This role reports to the Finance Manager and works closely with the Chief Financial Officer.Duties and Responsibilities: • Compiles and analyzes cash flow projections and financial reports; develops skill to evaluate financial data for risks or issues; assists in developing summaries and recommendations based on findings. • Assists management in the budget development process, estimated funding requirements, monitoring of the budget, budget reporting, forecasted expense requirements, and interpretation of budget-related documents for small SDCP departments. • Administers budgets for small departments and related programs, agreements, and/or projects; and, performing other related duties. • Analyzes and negotiates budget and/or policy proposals in consideration of agency, Board and executive-level direction. • Develops and monitors project budgets; tracks projects; prepares related reports; and, performs other related duties. • Interacts frequently with analysts in other departments. Assists personnel with questions and inquiries regarding finance, payroll, contracts, purchasing and accounting matters. • Develops soft and tactical skills for preparing materials, including staff reports, for budget workshops and public hearings by assisting management. • Assists in the administration and monitoring of Procurement and Delegated Contract Policy; provides support to other departments. • Leads the general administration and tracking of standby letters of credit including monitoring maturity dates and proactively notifying management. • Performs other duties of a similar nature.

• Left previous company to rescue family business • Established operating protocols for a small business (Bookkeeping, Scheduling, Hiring, Taxes) • Maintained business relations with Legal Counsel, Contractors and Property Management• Provided training to all positions and levels within the business• Increased revenue by 4x from previous years and surpassed goal of $1M Gross• Created a franchising plan to be implemented when ready• Created plans of continuation • Campaigned for best business practices and interests of the business to partner

• Consolidated pricing and transaction database retail platforms• Oversaw the consolidation of two systems’ logic and protocol• Developed better business process and practices amongst users• Established checks and balances of pricing processes• Maintained and facilitated daily SQL server reports• SQL Server reports were initiated through a MACRO based on a timer• Maintained distribution list and rebooted macros if necessary• Used specified parameters in SQL to pull data for Monthly Reports to VP• Act as a liaison for retail platforms between the application vendor• Pushed for system improvements in efficient user processes and if necessary limit permissions• Insured proper data preparation, load analysis, and investigated discrepancies.• Expert user of Intelometry/inRetail System. Which includes developing and performing test cases for new and existing PPA configurations in InRetail (dynamic PPA structures).• Process Flow/Deal Lifecycle. Complete understanding of data flow of wholesale power marketing business functions.• Regulatory, ISO, and Market knowledge (research and implementation of market changes)• Became an expert in functional product knowledge.• Collaborate closely with Management for various business functions and business growth.• Facilitated implementation of new functionality through training sessions, demos, and the development of appropriate documentation• Collaborated with Legal counsel and Market specialist teams to update Legal contracts created from application

As a member of the Customer Care Department, Billing Analysts are responsible for applying contract terms to each customer’s usage volumes and calculating and validating the charges. Billing Analysts are able to understand and explain how contract terminology translates into the charges reflected on customer invoices; making themselves an essential part of the department. Billing Analyst Job Duties: Calculate and Validate the Weighted Average Cost of Energy • Review customer contracts and accurately set up parameters in pricing database • Accurately calculate and validate contract pricing details with customer’s usage volumes and distribute calculations to Billing Associates for invoicing • Analyze pricing files that are out of band or outside imbalance tolerances and notify the appropriate groups • Complete WACOE approvals for new addendums daily• Contribute to true-up projects as needed Customer Service Communication • Respond to all action item emails within 30 minutes; maintaining effective working external and internal relationships • Provide a high level of customer service using strong written and verbal communication when communicating details pertaining to pricing calculations • Collaborate daily with Billing Associates and Account Analysts to promptly respond to customer requests Business Knowledge • Demonstrate the ability to work independently and maintain flexibility to adapt well to change • Maintain effective working relationships with other organizations in the company • Gain an understanding of how the tasks at hand have a broader impact to the business Organizational Understanding • Be proficient in understanding and articulating the nuances of the assigned region • Provide training to new and developing employees • Practice high ethical standards; be accountable for such things as time, communication, statistics, organizational understanding and business knowledge

Working as a member of the Billing Team responsibilities include testing and reconciling invoices, database management, auditing charges and credits, analysis of mass data, and utilization of advanced Excel skills to quickly complete projects. Data points vary in size from account to account where there could be 3 or up to thousands. Position is time management intensive due to deadlines and various types of additional requests. Job requires diligence, advance excel skills as well as communicating with others working on projects to assure efficient productivity. In addition, I've taken on responsibility training and developing interns to take on similar responsibilities.

Working under the Vice President of Investments responsibilities include assisting in maintaining client contact, database usage, excel, meeting preparation, investment funds research and analysis. Continuously gaining knowledge on investment tools and strategies for wealth management.This information is intended for use only by residents of CA. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.