Lead the management of a $8B debt portfolio and investor relations function. Develop the financing strategy & execution of transactions that support a$1B+ capital plan.- Successful execution of first ever Bond Tender transaction, which has resulted in $22.3M in nominal debt service savings off debt that was not anticipated to generate any savings and was recognized nationally- Successful execution of CPS Energy’s largest debt transaction of $1.1B - Developed presentations and related scripts for investors, investor conferences, road shows, and other activities- Provided senior management with commentary on events occurring in the industry, the capital markets, and the broader macroeconomic environment - Successful execution of increasing CPS Energy’s short term debt capacity to $1B - Coordinated with Energy Supply Market Operations in successful execution of a natural gas prepayment transaction - Led development of new financial services fiscal resiliency measure, which required coordination with multiple areas and concurrence with leadership - Co-Led financial due diligence on the acquisition of the Corpus Christ and Laredo gas power plants and 2% additional ownership of STP Nuclear plant

Leader and change agent within the Gas Solutions business unit. Responsible for developing products, customer proposals, financial valuations / analysis, and go-to-market strategies for retail gas business that meet the needs of CPS Energy’s customers and positions the Gas Business to continue to grow.

- Led company-wide financial planning processes including budgeting, 25-year long range financial plan, strategic planning, and coordinate with stakeholders across the organization to conduct monthly re-forecast.- Supervised and directed the activities of three finance professionals. - Filled in for director as needed and kept activities moving for our entire FP&A organization.- Acted as Liaison with other departments, helping them conduct special analysis; e.g., business case analysis, new technology evaluations, generation strategy, and financing development.- Led team to identify weaknesses and potential areas of improvements. - Presented at 2016 APPA Business & Financial Conference CPS Energy’s financial planning process, including practical model applications. - Conducted special projects that required cash flow analysis and financial valuations.

- Completed the development of new corporate financial model under budget by $40K. The new financial model will assist in managing our $10B in assets. - Train analysts in the new corporate model and represent area of SME.- Headcount and Labor Planning. - Developed a high level summary of our last estimates results for CEO and senior executives.- Assisted in evaluation of Energy Storage Financial Viability as well as other ad-hoc financial analysis concerning new technologies.- Assisting in redevelopment of our staffing request process flow.

-Provided contract milestone compliance support for the CPS Energy - OCI Solar contract.-Developed high level strategic models in order to see impact of initiatives to key metric indicators-Improved efficiency of corporate model by automating manual processes-Determine how forecast data effects rate increases or bond issuance's we might need to continue operating efficiently-Facilitate communication with various departments concerning information needed for the corporate model -Analyze and recommend courses of action if key financial metrics are falling below target-Presented financial findings to senior leadership-Subject Matter Expert

- Assisted in constructing financial models to measure interest rate risk in community banks - Forecasted balance sheet / income statements and reconcile bank activity to general ledger- Created and analyze monthly, quarterly, and annual pro forma financial reports- Designed/structured financial statements using Crystal Reports for analysis and budgeting - Prepared annual budgets with projections and investment plans