Lead the sales, marketing, finance and accounting teams. Assisted in the ownership transition to a private equity firm in early 2020. Instrumental in the amalgamation of a retail book of customers into the existing legacy business. Completed the onboarding and financial consolidation of newly acquired businesses into the parent company ownership structure. Expanded the Pilot's service territory to include five additional states and three additional Independent System Operators.

Individually responsible for all financial components of a Retail Energy Provider in six states and 14 markets: accounting, finance, debt management, financial planning and analysis, banking relationships, financial reporting, audit, and tax.

Lead a team of three treasury managers overseeing cash management, portfolio management and treasury operations across 200 offices in 70 countries worldwide.

Provide financial and operational consulting services to Retail Energy Providers. Develop strategic business plans and budgets. Analyze historical accounts receivable and billing processes, identified opportunities to improve revenue assurance. Developed business plan, cash forecast and financial statements for a start-ups.

Headed a large team over several departments: treasury, financial planning and analysis, credit risk, call center operations, and business operations. Managed all aspects of the treasury department including cash management, banking relationships, credit facilities and borrowing strategy, compliance with all debt covenants and collateral reporting. Oversaw the annual corporate budgeting process, quarterly corporate budget refresh, and monthly departmental budget variances. Advised executive management of appropriate investments and loans for short and long-range financial plans. Developed winning teams, fostered critical alliances with strategic partners, and introduced core financial processes and procedures to help achieve business goals. Severed as a valued mentor and coach in day-to-day business operations.

Managed a $3.5 billion energy risk portfolio consisting of natural gas, fuel oil, producer services and retail relations. Supplied cross-functional management to three departments: Contracts, Credit, and Compliance. Provided leadership, direction and the business insight necessary to anticipate and monitor risk associated with structured transactions, markets and counterparties. Provided oversight for monthly reporting, on risk management violations and exceptions of corporate policies, and overall portfolio and credit quality.

Managed a $4.0 billion energy risk portfolio of Power, Natural Gas, Crude Oil, Coal, Producer Services, Retail, Aggregator and Emission relations. Led a team of professionals consisting of credit, contract and quantitative personnel.

Managed and maintained a $650 million credit portfolio consisting of Power, Natural Gas, Coal and Transmission relations. Directed and mentored a team of credit professionals. Developed, implemented and facilitated corporate credit policies and procedures.

Managed and maintained a credit portfolio of Crude Oil, Natural Gas and Transportation relations consisting of $350 million in monthly exposure. Led a team of risk analysts and contract administrators.