US Dept of Energy, Western Area Power Administration, Lakewood, CO November 2024 - PresentFinancial Program Analyst (GS-13) •Analyzes and reports on alternative financing and advance funding.•Develops, researches and compiles monthly financial management and customer progress reports.•Prepares or oversees preparation of WAPA automated financial system routine and specialized data reports for internal and external customers.•Analyzes information for trends and deviations from management/customer plans, reconciles balances and prepares corrective adjustments.•Prepares broad, varied special studies and analysis, about a wide range of subjects and functional activities using program, accounting, financial, and administrative system data. •Maintains and controls alternative financing and advance funding project accounts interfacing with the accounting system.•Ensures advance funding project accounts follow the prescribed, Federal Energy Regulatory Commission uniform system and WAPA uniform system. •Ensures project accounts have appropriate cost structure codes, titles, and definitions, cost centers and object classification codes, identifying origin and type of charges to facilitate reporting requirements.•Initiates, prepares and/or validates revenue and cash transfers between WAPA, the Bureau of Reclamation (BOR), and customers.•Accumulates and analyzes financial data to be included in project financial reports and power repayment studies.•Presents conclusions to management and customers.

• Manage daily accounting functions related to WAPA’s financial system, including cost elements,fiscal, project accounting and systems accounting.• Provide guidance and support to regional financial manager on all regional accounting related topics. Serve as Acting Financial Manager during leave and other absences as needed.• Act as a liaison between management, project managers, and maintenance crews to routinely collaborate on current projects and resolve issues that arise during day-to-day business.• Complete analytical review of WAPA’s annual reports to include financial statements, statistical appendix, transparency narrative and the annual results of operation (ROO’s) for each power system.• Approve General Ledger Journals created by regional accountants, and HQ Accountants to ensure proper SGL posting model is used.• Assist in estimating annual budget formulation and execution plan for DSW financial management organization monthly with regional budget analysts to ensure current and future year funds are secured.• Provide expertise to three regional support accountants daily for items related to DSW’s financial program.• Review and approve employee leave requests, and timesheets in ATAAPS to ensure employee time is accounted for accurately.• Create annual employee performance plans that are in accordance with WAPA’s strategic goals, and mission.• Collaborate with staff across DSW, CRSP, and WAPA Headquarters to ensure project priorities are aligned with the strategic goals and mission of WAPA.• Review and provide suggestions to contracting staff regarding contract agreements to ensure they are following WAPA’s financial business processes for collection of funds, annual operations and maintenance, bill crediting, and large generation interconnection agreements.• Lead daily/weekly staff meetings to ensure all work is assigned accordingly and completed timely.• Review Ten Year Plan to ensure financial data is reported accurately.

• Oversee the operations of the Finance and Accounting Departments, including designing an organizational structure adequate for achieving the department’s goals and objectives• Ensure the preparation and issue of accurate and complete financial statements• Coordinate the preparation of the corporate annual report• Maintain and enforce a documented system of accounting policies, procedures and internal controls• Oversee the accounting operations of subsidiary corporations as it relates to their control systems, transaction-processing operations and policies and procedures.• Work with the Executive team to produce annual budgets and forecasts• Coordinate the provision of information to external auditors for annual audits• Monitor debt levels and compliance with debt covenants and ensure that required debt payments are made on a timely basis• Ensure compliance with local, state and federal reporting requirements and coordinate with the tax accountants to meet tax filings deadlines• Maintain the Finance and Accounting staff by recruiting, selecting, orienting and training employees

• Oversee and lead a high performing team that manages a portfolio valued at $450M+ in monthly commercial receivables through a commitment to staff training and development. • Responsible for the processing of credit applications and reviews using resources including NACM, D&B, Experian, BCCA, and other credit tools.• Lead efforts related to customer relations, dispute negotiations and resolution, the coordination of internal and external collection efforts, monthly executive reports, and the coordination of legal efforts. • Direct and manage customer and employee relations, including career development, personal and professional goal establishment, and mentorship.Notable achievements while in the position have included:- Successfully completed LEAD (Leadership, Education, and Development) Level 3 training.

• Played a key role in the opening of a new Colorado accounts office as a result of a nationwide expansion to cover the West Coast operations.• Assembled, developed, and managed all new employees in Credit Management, AP, AR, Payroll, and all support positions in support of 80+ branch locations. • Provided the leadership and support that ensured the highest level of customer support delivered by all employees. • Responsible for all bank and GL reconciliations, income statements, balance sheet analysis, financial statement preparation, credit analysis, sales and use tax audits, and workman’s compensation audits.• Oversaw all external U.S. and U.K. audits, fixed asset depreciation schedules, inventory management and control, fleet management GAAP adherence, fuel card management, branch lease negotiations, rent schedules for 80+ branches, and monthly and year-end closings.Positions also held: Asst Controller, Credit Manager, AR Manager, AP Manager