Darrell Montgomery Email & Phone Number

Dallas, Tx

Preparation of federal FERC Form 1 quarterly filings, annual filings with the Texas PUC - Earnings Monitoring Report and others. Coordinate property tax: rendition statistics/financial data used by Duff & Phelps, monthly journal accruals, review values and tax payments. Rate case preparation/documentation. Special projects.> Contributed on project team as subject matter expert to install SAP FERC module. Resulted in strong linkage between natural and FERC accounts; better management reporting.> Decreased bid for Fort Hood assets by $4,700,000. Wrote letters to county chief appraisers to confirm property tax exemption for assets located on military base.> Initiated and revamped expense accounts. Analyzed all accounts and closed over 200. Developed intranet document for employee use: listed accounts with expanded descriptions and associated vendors. Resulted in an account listing easier for employees to follow and less coding errors.> Analyzed deferred start-up costs activity to reconcile detail to Form 1 reports and created a pdf database of source documents. Resulted in strong documentation and linkage to Form 1 for rate case recovery.

Dallas, Tx

Lead rate case preparation effort, support and analysis; Assist in preparation of internal/external financial reports; Assist with external audit support; Research regulatory accounting treatment of transactions; Coordinate property tax: rendition statistics/financial data used by Duff & Phelps, monthly journal accruals, review values and tax payments; Special projects.> Reduced property tax expense $1,900,000 by capitalizing taxes related to construction work in progress.> Supported accounting witness in successfully defending rate case.> Corrected payroll used for rate case test year resulting in a more accurate filing. Discovered internal allocation process had previously changed payroll into other costs.

Dallas, Tx

Senior Property Tax Analyst 1999-2012Property tax administration in five state area (AR, FL, LA, OK, TX) - report assets, negotiate values, monthly journal accruals and tax payments. Property tax companies included: electric utilities, independent generation facilities, gas pipeline, wind-farms, boat/barge. Multi-state sales tax audit administration; Sales tax training, tax research and litigation support. Assist with legislative issue analysis. > Significantly reduced property tax liability through lowering taxable values. Maintained excellent relationship with appraisal firms and state tax commissions.> Reduced Louisiana property tax by obtaining Industrial Tax and Enterprise Zone exemptions.> Obtained pollution control property tax exemptions from Texas Commission on Environmental Quality. Resulted in $500,000 of annual property tax savings over life of property.> Significantly reduced sales tax audit liability through defending exempt nature of transactions before state sales tax auditors. Decreased Florida audit liability from $1,266,000 to $7,500. Decreased Arkansas audit liability by 26%.

Dallas, Tx

Monthly closing journals for gas, coal and oil; Invoicing partners for joint power plant operation costs; Fuel analysis reports preparation; Reconciliation of accounts and support of management projects.> Initiated and successfully defended recovery from ratepayer of $1.6 million in fuel previously written-off as unrecoverable. Received $3,000 bonus for outstanding job.> Reconciled historical accounts resulting in over $4 million charged to proper end use accounts.> Recouped $50,000 from power plant partners by taking initiative to make invoices consistent with contract.> Reduced fuel closing number of days by one-fourth.> Worked with programmers to transfer mainframe queries to Excel, wrote instructions and trained others.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Business Administration (Bba), Accounting

Activities and Societies: Beta Alpha Psi