Greg Roach Email & Phone Number

Fishers, IN, US

• CFO, FP&A, Accounting and Regulatory leadership role. Areas of responsibility include: AP, AR, Controller, OPEX and CAPEX Budgeting, P&L, Treasury, Rates and Regulatory.Results-oriented finance executive with extensive.
• Strategic Financial Leadership: Spearheaded financial performance initiatives for a $35M gas distribution company, driving regulatory & rate case success, execution of OPEX/CAPEX budgeting, consolidation &.
• Operational Excellence: Led the transformation of manual processes into digital systems, enhancing operational efficiency and financial reporting accuracy.
• Data Analytics: Developed integrated forecasting models and comprehensive analytics to support strategic decision-making and optimize financial/regulatory outcomes.
• Rates & Regulatory: Negotiated and secured regulatory approvals for $10M in debt capital, rate adjustments averaging 90% award of requested revenue increase, testified in 200+ regulatory proceedings on numerous revenue.

Camden, NJ, US

• Senior Management Experience in Strategic Regulatory, FP&A, and Data AnalyticsLeveraged technical expertise in regulatory strategy, FP&A, and data analytics, with proficiency in advanced processes, systems, and tools..
• Led monthly close revenue-sales analysis for 14 AMW-affiliated companies, generating insights on variances to plan and projected outcomes.
• Directed the annual two-year business planning process for 14 companies, covering sales, revenue, and customer usage details.
• Executed detailed, customer class-level sales/usage forecasts annually for all AMW affiliates.
• Directed a core global analytics team of 11 FP&A analysts and statisticians.
• Provided expert testimony in over 150 regulatory proceedings, covering sales/usage forecasting, structural usage trends, rate stability, cost of capital, M&A, production cost estimation, and infrastructure approvals.

Camden, NJ, US

See Senior Manager description above.

Camden, NJ, US

• Oversaw all regulatory filing processes before the Indiana Utility Regulatory Commission (IURC) for Indiana American Water Company (INAW), including testimony, exhibits, rate schedules, and compliance filings. Led a.
• Implemented IURC-approved rate changes through billing processes, maximizing revenue and net income for Indiana affiliates.
• Developed and executed two-year detailed and five-year strategic regulatory plans, ensuring timely general and infrastructure rate relief to maintain net income and shareholder returns.
• Crafted and defended comprehensive written testimony and exhibits for general, infrastructure, and capital financing pre-approval requests, incorporating projections of water usage trends and detailed financial.

• Directed specialized economic analysis services for utility, manufacturing, and legal clients, delivering expert testimony, forecasting, ERP/MRP systems analysis, production cost reduction, and econometric modeling.
• Generated over $50M in production cost reductions for clients, including Entergy, Southern Company, Buzzi Unicem, and Nice-Pak Products, significantly enhancing profits.
• Achieved $5M+ in inventory cost reductions for clients such as Buzzi Unicem and Nice-Pak Products through strategic inventory analysis.
• Conducted production cost studies and pricing simulations to optimize product pricing based on target margins and production costs for Nice-Pak Products, reducing business plan variances by $2M.
• Delivered long- and short-term cost projections with pricing forecasts, leading to $12.5M in savings over a 10-year supply contract.
• Executed fuel cost projections and inventory optimization, achieving $15M in savings over a 10-year period through scenario-based production-sales analysis.

Managed and operated all operations of 3 store GNC franchise business. Business sold in October, 1998.

Ab, Economics & Political Science

Ms, Economics

Education record