Portfolio Investments

Authored and gained approval for traditional, non-traditional and innovative funding solutions and mechanics for operated and non-operated projects. Executed upon authored funding strategy for North Platte project (500 – 800 MMBOE range and PMEAN 650 MMBOE).Strategic Planning, Risk Management & Mitigation, Forecasting & Analysis, Vendor Management, Budget/P&L Management, Financial Reporting, Modeling, Change Management, Audits, Negotiations, Cost Management, Process Review &… Show more Authored and gained approval for traditional, non-traditional and innovative funding solutions and mechanics for operated and non-operated projects. Executed upon authored funding strategy for North Platte project (500 – 800 MMBOE range and PMEAN 650 MMBOE).Strategic Planning, Risk Management & Mitigation, Forecasting & Analysis, Vendor Management, Budget/P&L Management, Financial Reporting, Modeling, Change Management, Audits, Negotiations, Cost Management, Process Review & Improvement, Revenue Cycles, Cash Flow Management, Performance Reporting Show less

Headed reporting, planning, transactional accounting, tax and business systems management. Improved financial management processes to provide accessibility, granularity and timeliness of financial and operational information to the business. • Eliminated information flow bottlenecks and accounting and business information system inefficiencies while streamlining remaining processes during an ever-elevating internal control environment. Final result was that internal customers were given… Show more Headed reporting, planning, transactional accounting, tax and business systems management. Improved financial management processes to provide accessibility, granularity and timeliness of financial and operational information to the business. • Eliminated information flow bottlenecks and accounting and business information system inefficiencies while streamlining remaining processes during an ever-elevating internal control environment. Final result was that internal customers were given timely, detailed cost visibility (instead of SEC-oriented reporting) while accelerating month-end close from the 15th to 7th business day of the following month. Delivered results despite 60% headcount reduction. Show less

Built a centralized commercial function to establish and infuse a disciplined, systematic and consistent commercial evaluation of enterprise-wide projects to increase collective corporate commercial acumen. • Collaborated with Treasurer to develop and negotiate the $150 million Heidelberg Reserve-based Credit Facility, the first single field development reserve based financing in the Gulf of Mexico. • Uncovered $100 million in lost appropriate tax deductions which resulted in a… Show more Built a centralized commercial function to establish and infuse a disciplined, systematic and consistent commercial evaluation of enterprise-wide projects to increase collective corporate commercial acumen. • Collaborated with Treasurer to develop and negotiate the $150 million Heidelberg Reserve-based Credit Facility, the first single field development reserve based financing in the Gulf of Mexico. • Uncovered $100 million in lost appropriate tax deductions which resulted in a design of a tax entity structure needed since corporate operations had expanded internationally. • Developed markets for feed stock over supply which reduced capital cost of oil production facility by $300 million. Show less

Advanced initial operated project towards sanction by collaborating with Finance and Treasury Departments to develop financing structures for the FPSO ($1.5 billion) and future field development to achieve First Oil. Led the effort to right-size the FPSO and created the commercial elements in the Charter and O&M agreements.

Commercial member of the team that divested the Texas City, TX refinery (475,000 b/d), cogeneration plant (1,040 MW and 4.6MMlb/hr) and related assets. Led the writing and publication of the Confidential Information Memorandum delivered to prospective bidders. Coordinated the efforts to draft framework agreements for 6 business units for post-closing commercial interfaces with the buyer that encompassed a term sheet for each of the 28 interfaces. Re-negotiated the petroleum coke supply… Show more Commercial member of the team that divested the Texas City, TX refinery (475,000 b/d), cogeneration plant (1,040 MW and 4.6MMlb/hr) and related assets. Led the writing and publication of the Confidential Information Memorandum delivered to prospective bidders. Coordinated the efforts to draft framework agreements for 6 business units for post-closing commercial interfaces with the buyer that encompassed a term sheet for each of the 28 interfaces. Re-negotiated the petroleum coke supply to and steam off-take from First Energy by the Toledo Refinery worth a NPV of $40 million (pre-tax) and $31 million (post-tax) and secured Tax Increment Financing worth $2.2 million NPV.Developed a call option worth $300 million at its peak value following the creation of the algorithm for the purchase price that arbitraged the differential in economic drivers between two parties. Mitigated $365 million annual impact of proposed regulatory legislation by developing a solution to proposed carbon tax on production of petroleum coke. Show less

Produce financial results and performance reporting pursuant to the development of improved processes. Delivered an enhanced and sustainable internal control environment while elevating the financial literacy of the department. Transformed group into a high performance team in spite of a 25% headcount reduction and increased the credibility and reliability of reporting.• Consultant (10/06 - 3/07): advised on financial matters in on-going negotiations until position opened in Refining &… Show more Produce financial results and performance reporting pursuant to the development of improved processes. Delivered an enhanced and sustainable internal control environment while elevating the financial literacy of the department. Transformed group into a high performance team in spite of a 25% headcount reduction and increased the credibility and reliability of reporting.• Consultant (10/06 - 3/07): advised on financial matters in on-going negotiations until position opened in Refining & Marketing (above).• Controller, Global Property Management & Services (1/04 – 9/06): Based in London, England, improved internal control environment resulted in the detection of frauds, one which was in excess of 3m USD.• Performance Manager, North American Government & Public Affairs (12/02 – 12/03) Show less

Developed power generation assets on a global basis to preferentially utilize the Company’s proprietary natural gas reserves and/or fully realize the power generation potential at industrial sites for either the steam demand, winning cogen deferral concessions or accessing nearby sites to store carbon dioxide after sequestration. Wrote and gained Legal’s approval for Company use of standardized term sheets for power purchase, fuel supply, EPC, O&M, joint development and partnership agreements… Show more Developed power generation assets on a global basis to preferentially utilize the Company’s proprietary natural gas reserves and/or fully realize the power generation potential at industrial sites for either the steam demand, winning cogen deferral concessions or accessing nearby sites to store carbon dioxide after sequestration. Wrote and gained Legal’s approval for Company use of standardized term sheets for power purchase, fuel supply, EPC, O&M, joint development and partnership agreements. Led commercial development efforts in Russia (900 MW), Turkey (700 MW), Gaza (600 MW), Egypt (500 MW), Israel (500MW), Jordan (250 MW), UAE (69 MW), UK (400 MW), Brazil(400 MW) and Taiwan (200 MW).• Commercial Manager of Power - Core Venture One (9/01 – 11/02): Based in Riyadh, Saudi Arabia, developed negotiating strategy for the Power and Water component of a Saudi Arabian joint venture led by Exxon Mobil. Core Venture One represented 20 Billion USD of investment in upstream exploration and development, mid-stream, petrochemicals and power / desalinated water projects in which BP had a 25% interest. The Power and Water component represented 4.4 Billion USD of investment in plant totaling 4,000 MW and 300 MIGD. • Board Member - South Houston Green Power, LLC (6/00 – 8/01): Led key sections of commercial negotiations cogen plant at Company's Texas City refinery• Commercial Negotiator - Project / Business Development (1/99 - 5/00): Led key sections of commercial negotiations for the first installation of General Electric's advanced turbine technology (the "H" system) at Company's industrial site in Wales, England.• Vice President: Commercial Development (5/95 – 1/98) / Business Development (2/98 - 12/98) Show less

Financial member of the core team established to expand Tenneco Gas' commercial and strategic interests into the independent power industry. Directed, led, managed and coordinated the strategy development, financial activities, acquisition efforts and asset management for the Company. Acquired ARK Energy and submitted winning bid for J. Makowski Company. Represented the Company as a Management Committee Member to the MassPower project.

Core member of a team that started an independent power company that built and project financed seven plants totaling 1,544 MW (gross interest) and $1.2 Billion (net interest). Created numerous fit for purpose revenue structures to win multiple bid solicitations. Developed the investment and financing models utilized by the Company and the database to evaluate plant performance for comparison and optimization. Prepared valuation analysis presented to Company’s purchaser and their financial… Show more Core member of a team that started an independent power company that built and project financed seven plants totaling 1,544 MW (gross interest) and $1.2 Billion (net interest). Created numerous fit for purpose revenue structures to win multiple bid solicitations. Developed the investment and financing models utilized by the Company and the database to evaluate plant performance for comparison and optimization. Prepared valuation analysis presented to Company’s purchaser and their financial advisor. Partnership officer roles held: • Treasurer - TEVCO/Mission Bayonne; TEVCO/Mission Assets; and T/M Fuel Management• Executive Director - TEVCO/Mission Assets• Management Committee Member - Mecklenburg Cogeneration Limited Partnership Show less

Progressed from Senior Accountant to Accounting Supervisor of the Company's engineering subsidiaries to Corporate Accounting Supervisor implementing five accounting systems and one cost allocation system. Last position was Manager of Corporate Planning wherein developed an integrated management information, budgeting and cash forecasting model that led to developing a 2,000+ variable forecasting program to create a financial model of the Company to evaluate and effect various debt exchange and… Show more Progressed from Senior Accountant to Accounting Supervisor of the Company's engineering subsidiaries to Corporate Accounting Supervisor implementing five accounting systems and one cost allocation system. Last position was Manager of Corporate Planning wherein developed an integrated management information, budgeting and cash forecasting model that led to developing a 2,000+ variable forecasting program to create a financial model of the Company to evaluate and effect various debt exchange and debt restructuring scenarios to avoid a bankruptcy filing. Show less

Supervised division accounting and data processing functions and cured internal control deficiencies

Supervised audits of energy related clients

Instructed sophomore level accounting classes.