Led 7-person team responsible for planning and executing corporate-wide strategic growth investments and M&A to achieve cost-effective energy solutions for customers while growing corporate earnings and cash flow. Reported to CFO.Directed negotiation and execution of site acquisitions, development agreements, and project financial modeling for 10 self-build and third-party build-transfer wind projects comprising a 3,000MW portfolio. Agreements established a $5B total capital investment plan through 2021 providing low-cost wind resources to customers while driving future expected earnings growth for the Company. Identified development partner for initial $50M investment in a non-regulated portfolio of community solar garden projects, structured a $50M private equity investment and managed acquisition of a contracted biomass generation facility.Served as member representative for two operating joint ventures.

Led 30-person corporate treasury group responsible for cash management; bank and capital markets financing; interest rate risk management; insurance; pension and nuclear decommissioning trust investments; capital investment analysis; and long-term financial forecasting. Reported to CFO. Served on Corporate Executive and Risk Management Committees; Financial Council; Investment Review Committee; Financial Disclosure Committee; and Pension and Nuclear Decommissioning Trust Committees.Developed and executed multi-billion dollar debt and equity financing plans, and advanced major business initiatives that achieved significant credit rating upgrades from Moody’s, S&P and Fitch for all operating companies and the holding company resulting in lower corporate cost of capital.Issued all corporate capital, including syndicated revolving credit facilities, commercial paper, senior notes, hybrid securities and common equity to maintain liquidity and a balanced corporate capital structure. Provided expert testimony regarding capital structure, cost of capital and financial policy in all state regulatory jurisdictions, including Colorado, Minnesota, Wisconsin, Texas, New Mexico, North Dakota, and South Dakota. Achieved strong equity ratios at operating companies providing foundation for balance sheet strength and long-term corporate earnings growth.Restructured master pension trust into a unit structure enabling unique asset allocations for four separate pension plans. Oversaw a liability-driven investment strategy for the pension and nuclear decommissioning trusts. Plan resulted in reduced risk by lowering funded status volatility. Acted as coordinating officer for Board Finance Committee. Presented proactive recommendations for annual capital budgets; financing strategies; dividend policy; pension and nuclear decommissioning trust investment strategies; corporate insurance and risk management programs to support key corporate financial decisions.

Led 12-person team responsible for cash management; bank and capital markets financing; and long-term financial forecasting.Developed and executed both short and long-term financing strategies to provide corporate liquidity, fund operating company capital investments and achieve target capital structures.Established key relationships with commercial and investment banks, insurance providers and credit rating agencies ensuring highly responsive access to all major capital markets and credit rating agencies.Led corporate Investment Review Committee ensuring effective capital allocation and project tracking

Joined 6-person business development team within Xcel’s non-regulated natural gas marketing subsidiary.Developed and evaluated new business opportunities in Western region natural gas marketing sector, including prepaid purchase structures; long-term agreements for natural gas storage and transportation; and asset acquisitions supporting corporate earnings growth objectives.Jointly led negotiations for credit-enhanced natural gas marketing joint venture with major insurance company.

Joined 4-person team focused on originating structured bank and capital markets solutions for clients.In joint-lead roles, structured and executed bank and capital markets transactions to address client requirements for acquisition financing, monetization of financial asset portfolios, and counterparty credit risk management enhancing firm’s expertise and market share growth in this service.Transactions achieved client objectives for financing new business acquisitions, purchases of power generation equipment and corporate liquidity.

Promoted to business origination and execution officer responsible for all aspects of transactions from initial client pitch through transaction structuring and pricing.Focused on merger and acquisition advisory services, structured finance and public debt and equity for integrated natural gas and power companies and mid-to-large capitalization oil and gas companies.Developed and executed a sell-side advisory mandate for a client in the pipeline construction equipment market earning an M&A advisory fee for the firm. Coordinated co-manager roles for public debt and equity offerings on behalf of clients promoting new business revenue growth.

Member of 8-person team covering integrated natural gas and power companies and small-to-mid-capitalization oil and gas exploration and production companies.Aggressively contributed to development of new business ideas and initiation of calling efforts supporting client growth for the Houston office. Prepared internal credit approvals, offering documents, rating agency and road show presentations for lead-managed high-yield debt transactions in the E&P sector resulting in successful transactions on behalf of clients to fund acquisitions and growth investments.

Joined 7-person M&A team responsible for U.S. oil and gas reserve acquisitions and divestitures. Coordinated all aspects of significant oil and gas reserve transactions. Worked closely with petroleum engineers and accounting, tax and legal representatives to evaluate technical oil and gas reserve cases, property valuations and corporate financial impacts of transactions to achieve optimal corporate results.

Joined 7-person Financial Planning and Analysis team supporting strategic and operational decision-making. Developed option pricing model for flexible gas service to provide more profitable pricing guidelines. Provided valuation and negotiation support for successful buyout of a gas purchase contract and other cash settlements that improved business unit return on equity and working capital.

Member of 6-person Financial Planning and Analysis team supporting strategic, investment and operational decision-making for business unit.Demonstrated how Economic Value Added analysis could be integrated with P&L system to achieve 50% reduction in time required to assess effectiveness of annual capital investment program. Worked with team of distribution engineers to quantify $30M of annual cash flow improvement opportunities through terminal divestitures and joint ventures with other petroleum producers. Developed base case financial projections by marketing channel for major strategic reassessment. Projections were used as the basis for all scenario planning to support key decision-making.

Member of 8-person M&A team focused on global energy clients.Earned lead analytical role on two teams coordinating prospective international joint ventures between domestic refiners/marketers and foreign crude oil producers. Valued integrated refining and marketing assets to be contributed to joint ventures ensuring high-quality analytical support for client’s decision-making.