Jacquelyn Windle Email & Phone Number

London, London, Gb

London, London, Gb

Supported client seeking to enhance its understanding of the future role of US natural gas LDCs and midstream pipelines as states individually implement decarbonization policies. Reviewed current federal, state, utility ESG, and other key stakeholder policies and to evaluating the likely impact. Concluding with an assessment of how the client can successfully participate in the transition and maintain a profitable business strategy.Developed and supported sell-side resource plan for multiple electric utility sell-side engagements utilized in regulatory, market, commercial and operational due diligence. Conducted resource plan diligence efforts, along with research of neighbouring utilities and co-ops to develop overall view of the resource environment. Evaluated resource unit characteristics of owned and contracted and future resources.Assisted a Confidential Investor enhance its understanding of the long-term prospects of natural gas LDC utilities in the United States via high-level assessment of policy, regulatory, economic, and technical issues expected to drive the pace of the anticipated decarbonization transition. Work focused on opportunities for capital investment driven by safety (i.e. pipe replacement), customer and / or capacity growth, and regulatory strategies to mitigate stranded asset risk. Assessed recontracting potential of thermal assets upon expiration of PPAs, including an assessment of the state and ISO policy and regulatory environments, Load Serving Entity (LSE) supply/demand balance and resource mixes, based on publicly available information (IRPs, 10ks, Investor Presentations, regulatory filings, etc.). Evaluate the resource planning situation of LSEs, consider the potential for self-build versus contracting/acquisition, potential preference for renewable vs. natural gas generation, policy drivers impacting procurement, and the landscape of potential natural gas competitors.

Minneapolis, Minnesota, Us

- Responsible for Public Service Company’s Gas Pipeline System Integrity Adjustment (PSIA) Rider Bi-Annual Filing processes culminating in filing package and respective attachments. Accomplished via leadership of cross functional teams comprised of colleagues across Engineering, Strategy, Regulatory, Legal, Accounting, and Revenue Requirements. - Led actual performance to filing estimate analyses on a monthly and quarterly basis. Collaborated cross-functionally to complete monthly, quarterly, and annual analyses of ~$170 million annual capital expenditures, ensuring compliance with regulatory and internal governance and processes. Compiled Public Utilities Commission quarterly updates presented by Sr. Director of Engineering and Director of Business Operations and Strategy.

Minneapolis, Minnesota, Us

- Supported execution of Gas Engineering and Operations strategies by ensuring timely processing of capital fund requests, adherence of financial governance policies and submission of capital spend forecasts.- Utilized SAP system, existing and ad-hoc reporting to research and analyze project progress as well as budget deviations. Provide valuable project insights and support the timely in-servicing of completed projects.- Partnered cross-functionally to support creation of SAP master data. Utilized understanding of critical characteristics, such as assets and accounting strings, in order to troubleshoot and validate suitable master data structures.- Utilized relationship building, communication and meeting facilitation skills to ensure completion of key deliverables. Leverage previous experiences to identify, recommend and implement process improvements improving timeliness and accuracy.

New Orleans, La, Us

- Developed long-term, 5-year, and $2B annual revenue forecasts and business scenarios to support strategic, financial and regulatory decisions, aligning with the utility’s long-term strategy. Supported growth strategies by providing rate and revenue analysis, while identifying key risks and opportunities.- Formulated analysis and intelligence reports for top level customers. Continuously identify and implement improvements resulting in time-savings, enhanced insights and forecast accuracy.- Managed weather normalization modeling and analysis utilized in executive financial reporting and regulatory filings.- Designed visual, engaging and creative presentations employed to communicate complex material for audiences with varying technical backgrounds and experiences.

New Orleans, La, Us

Utility Sales & Development Services - Revenue Forecasting & Analysis- Managed phase I of project scoping, user acceptance training and launch of new Microsoft CRM system utilized by economic development and large customer sales representatives.- Employed Microsoft CRM to report and analyze business development projects for executives internal and external messaging.- Researched and prepared summaries of prospective leads, target industry market conditions and company intelligence utilized by recruiters and business development representatives.

Calgary, Alberta, Ca

Columbia Midstream Group - Business Development- Implemented and maintained balanced scorecard and other leadership presentations. Supported effective communication of market conditions, strategy/project implementation, risk and project status summaries used by Chief Operations Officer, VP Business Development and other Executives.- Developed, maintained and published “radar” report summarizing the status of ongoing proposals and project developments with counter parties for internal distribution; Potential investment portfolio of $700M+- Prepared market intelligence reporting and analysis including drilling permits data, maps, updates on asset sales, mergers, acreage dedications, etc.- Collaborate with subject matter experts to coordinate deal evaluation, proposal drafting, negotiation, due diligence and closing process.

Merrillville, In, Us

Gas Distribution Financial Planning & Analysis- Developed economic analyses, scenarios and reporting of $100M+ capital investment portfolio. - Served as liaison/advisor between new business sales teams, IT and other key stakeholders. Maintained discounted cash flow financial model and associated system interfaces.- Drove continuous improvement of financial model process and provided various forms of user guidance and training.- Served as process and inputs deep-dive project lead. Partnered with new business and sales team to evaluate accuracy, prudency and standardization of assumptions used in investment profitability evaluations.

Merrillville, In, Us

FP&A Consolidation - Corporate Budgeting- Developed, analyzed and supported $110 M annual budget and related financial planning assumptions, inputs, models and results communications. Reviewed, documented and improved key financial planning processes.- Achieved Lean Six Sigma Green Belt Certification (November 2011)- Collaborated with executives and applied Six Sigma methodologies to complete innovative analytics reports used by high level executives.

Merrillville, In, Us

FP&A Consolidation - Corporate Budgeting

Worthington, Ohio, Us

Steel Division-Completed monthly closing processes, account reconciliations and analysis for support entity.-Prepared monthly and quarterly internal financial reporting by Business Unit and Consolidated Worthington Steel Division.-Developed, maintained and consolidated short-term and long-term forecasts.-Supported joint venture and acquisition integration, inter-company reconciliations and eliminations, reporting and forecasting.-Utilized Oracle, Hyperion and Cognos applications.

Worthington, Ohio, Us

-Provided accurate profit sharing calculations, accruals and forecasts-Completed financial comparisons and analysis of internal and external data for senior management-Researched, analyzed and reported latest industry news-Prepared monthly and quarterly financial profitability review presentations

Worthington, Ohio, Us