IT Trading, Marketing & Risk Applications Support

Commercial Power Risk ManagementEnergy commodity pricing subject matter expert responsible for daily audit of corresponding Non-Reg Commercial Businesses energy commodity forward and volatility price curves.Monitor state-legislated renewable and alternative energy portfolio standards in preparation of future Commercial Businesses opportunities in these same states.Examine proposed federal rulemakings that may be used to implement the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 for potential impacts on the Commercial Businesses, in particular the newly legislated mandate given the Commodity Futures Trading Commission to regulate swap transactions.Perform ad hoc market risk analyses.

Integrated Change Management, Financial ReEngineering (FRE) & Information Technology Program Management OfficeProject manager responsible for working with stakeholders and impacted individuals affected by financial process and tools changes in the Planning, Budgeting, and Forecasting (PB&F) and Redesign Income Tax Life Cycle and Provision Process work streams of FRE Summer 2008 Complete the Midwest Financial Migration (CMFM) project.Developed and reviewed training materials for various learning activities associated with the Scalable Reporting work stream of the FRE CMFM project.

Commercial Businesses Controller Group, Data Modeling & AnalyticsSignificantly redesigned methodology used to allocate generation expenses between retail and wholesale commercial business segments, reducing labor resources needed to accomplish work by ~25% and eliminating need to continue using licensed PACE vendor-supplied software application:- Supervised team of lead and senior accounting analysts.- Responsible for prudently and consistently allocating annual net expenses totaling over $500 million for generating unit fuel and emissions allowances and purchase power between commercial business retail and wholesale segments, providing analytical support for periodic regulatory cost recovery filings with Indiana and Ohio utility commissions.- Prepared written testimony for and responded to data requests and interrogatories resulting from periodic regulator cost recovery filings with state utility commissions.Before retiring use of PACE application (prior to Cinergy’s merger with Duke Energy):- Supervised team of senior engineers.- Fostered expanding use of PACE from providing only traditional gen. unit performance reporting to more sophisticated financial accounting support to power accounting, rates, and front office groups.- Increased efficiency of PACE modeling support for month-close from a 5 to 3 day turn-around, a 40% improvement, while continuing to provide all of needed month-close accounting support information in addition to researching ad hoc business and data issues.Drafted thorough process and application user guides to ensure all work activities are completed consistently and accurately, thus minimizing mistakes made.Subject matter expert for data analytics services provided to various organizations in and out of business unit.Co-Team Lead for one of various corporate Spend Strategy project teams charged with finding opportunities to reduce company’s total annual spend for fuel, lime, and limestone by $7.5 million.

Facilitate monthly meetings during which funding requests are reviewed and approved.Host special membership meetings that are held throughout each year, which often include speakers who hold political office somewhere in one of the various service territories of Duke Energy Corporation (i.e., Florida, Indiana, Kentucky, North Carolina, Ohio, and South Carolina) as well as those at the federal legislature (i.e., U.S. Senate and House of Representatives).

Facilitate monthly meetings during which funding requests are reviewed and approved.Host special membership meetings that are held throughout each year, which often include speakers who hold political office somewhere in one of the various service territories of Duke Energy Corporation (i.e., Indiana, Kentucky, North Carolina, Ohio, and South Carolina) as well as those at the federal legislature (i.e., U.S. Senate and House of Representatives).

Reegineering Group, Business Process ImprovementConceptual Design Team member of Transformation Now (TN), Cinergy’s reengineering initiative which identified ways to change the Company’s core business processes to prepare for deregulation of the electric utility and energy services industries, identifying a potential 5-year net savings total of over $500 million.Member of the TN Power Generation process team and a major contributor in the redesign of Cinergy’s fuels management processes used in electricity generation, identifying a one-time savings in cash flow of over $100 million and an annual fuel inventory carrying cost savings of almost $20 million.

General Engineering Department, Electric Supply PlanningScheduled, conducted, and documented the meeting of a large Working Group of multidisciplinary personnel from departments throughout CG&E to address various environmental compliance planning issues.Facilitated the development of and drafted the report for CG&E’s first least-cost plan for reducing generating plant sulfur dioxide emissions in response to mandatory compliance with the Clean Air Act Amendments of 1990, which was filed with the Public Utilities Commission of Ohio as part of CG&E’s 1992 Integrated Resource Plan.Conducted economic analysis of potential utility-owned cogeneration facility for one of CG&E’s largest energy customers to determine the feasibility of being that customer’s “all-source” energy provider.

Research & Engineering (R&E), Operations Research & Management ScienceConducted operations research studies for NSA executives to improve current performance in various NSA operations organizations.Managed and participated in “tiger” teams of 2-4 multidisciplinary experts who were invited by various NSA operations organizations to identify quick-hit process improvement and cost reduction opportunities that could have led to more detailed OR studies.Led study for enhancing NSA contractor programs that stimulate R&D and foster technology transfer of state-of-the-art intelligence exploitation and information security methods or systems, program workload reduced by 20%.Developed, implemented, and documented a computerized user-friendly preventive maintenance (PM) tasking advisor for NSA facilities management, pieces of equipment requiring PM reduced from 200,000 to 50,000.

Production Engineering & MethodsManaged mainframe computer and management information resources for a 150-person organization.Designed and implemented a user-friendly “help” computer program which provided documentation for regularly used databases and software, personal consultations reduced by 50%.