• Maintain and update budgets for three DGE entities on a quarterly basis• Evaluate prospects and acquisitions including database conversions, pricing updates, LOS analysis, differential research, etc. and create presentation materials for internal and external reviews• Update and manage Board of Directors presentations quarterly ensuring consistency and accuracy across each departments’ material• Provide economic input for mid-year and year-end third-party reserve reports, review reports for accuracy, and generate output for internal use as needed• Work with audit firm during the annual audit to provide support related to the year-end reserve reports• Assist accounting with the creation and monthly generation of the Lease Operating Statements• Track production and spending versus budget/AFE on a daily basis in custom-built asset manager database• Generate economics for ad-hoc requests, AFE routing, and bank/management meetings as necessary• Provide actual versus budget production, revenue, and cost data to various internal groups for weekly meetings, status reports, and ad-hoc requests

Maintain numerous client PHDWin databases including the addition of new wells, daily and monthly production, and economic updates. Perform database conversions from Aries and Powertools to PHDWin. Prepare and update company production plots to assist engineers in monitoring well performance. Research offset production, completions, and permits in areas of interest.

• Played a key role in the Firm’s adoption of compliance with the Global Investment Performance Standards (GIPS®)• Reviewed sales and marketing materials to ensure compliance with all regulatory requirements• Developed a combination report that was the central location for all fund and benchmark performance for each month end• Assisted with cross-department projects such as fund changes and benchmark policies.• Worked with the Legal department to develop an efficient process for generating and reviewing performance for annual regulatory filings

• Traveled to client sites to implement the software purchased to produce a business solution• Developed effective training programs for the products offered including training manuals, agendas, and instructor manuals for use by the consultant team• Created reports using Crystal Reports to meet the needs of clients• Contributed to the design, development, testing, and initial implementation of a new software product that produces regulatory documents for the financial industry

• Planned, tested, and implemented system upgrades and new functionality• Created and maintained over 100 Crystal Reports files for use in FundStation• Cooperated with Mutual Fund Administration to produce and review mutual fund financial statements• Automated specific tasks within the Investment Statistics team to increase accuracy and efficiency (over 400 hours saved annually)

• Focused primarily on customer service by advising customers on selection and proper fit of scuba equipment• Responsible for solely performing the beginning and end-of-day procedures for the dive center• Processed repair orders and customer follow-up on completed orders