I provide corporate advisory services to a wide range of clients within the energy sector (electricity and gas) delivering evidence-based, strategic solutions, related to risk and portfolio management.

I managed the wholesale electricity portfolio (a derivative portfolio) for Mojo Power, an innovative electricity retailer than sort to offer a world first customer proposition. Responsibilities:• Developing the theory and complementary models that provide the foundation from which the pricing and hedging strategies can be executed• Developing load forecasting models• Establishing contractual arrangements with a variety of trading counterparties• Seeking out… Show more I managed the wholesale electricity portfolio (a derivative portfolio) for Mojo Power, an innovative electricity retailer than sort to offer a world first customer proposition. Responsibilities:• Developing the theory and complementary models that provide the foundation from which the pricing and hedging strategies can be executed• Developing load forecasting models• Establishing contractual arrangements with a variety of trading counterparties• Seeking out alternative hedging deals including co-owning renewable energy assets and exotic derivatives• Reporting to the Board• Responsible Manager for the Mojo AFSL• Providing guidance to other areas of the business surrounding the optimal utilisation of distributed generation assets from a hedging perspective• Managing the bidding on any strategic assets or tenders Achievements:• Developed all the necessary models that form the basis of the wholesale pricing and hedging strategies• Lead role in a $400m consortium bid for large scale renewable energy tender• Developed proprietary “Value at Risk” methodology to optimise hedging strategy• Set-up contractual arrangements with several trading counterparties Show less

Responsibilities:• Building a suite of models including risk and pricing, which enabled the accurate structuring of a number of large scale renewable energy off-take agreements• Constructing a portfolio of various renewable energy generation assets and complementary off-take agreements, optimising the profitability of the portfolio• Managing the Hedging portfolio for two energy retailers with the use of derivatives and physical generation assets • Producing a business plan… Show more Responsibilities:• Building a suite of models including risk and pricing, which enabled the accurate structuring of a number of large scale renewable energy off-take agreements• Constructing a portfolio of various renewable energy generation assets and complementary off-take agreements, optimising the profitability of the portfolio• Managing the Hedging portfolio for two energy retailers with the use of derivatives and physical generation assets • Producing a business plan complete with financial models and product designs for an innovative electricity retailer which utilises distributed generation technologies• Providing corporate advisory services to a variety of major national and international organisations• Managing the integration of three separate billing systems• Composing Information Memorandums, company presentations and various other documentation for external stakeholdersAchievements:• Modelled, priced and structured a $240m renewable energy off-take agreement with an international energy firm• Composed a business plan for an innovative 100% online energy retail model, which utilised distributed generation, battery storage, smart meters, energy efficiency technology and hybrid retail tariffs to provide customers with significant bill savings and a unique service experience• Leading role in the strategic transaction of a Victorian based energy retailer to compliment Kato’s existing investment portfolio• Provided financial advisory services to the Landbridge Group in their successful acquisition of the Port of Darwin• Provided advisory services including the development of a business strategy and composition of a Business Plan for a Queensland Government owned electricity company as part of their privatisation plan Show less

Responsibilities:• Optimising the performance of the electricity portfolio utilising a suite of vanilla and bespoke hedging products.• Developing, implementing and managing hedging strategies.• Managing portfolio risk.• Building external relationships and looking for new business opportunities.• Compiling reports for Board and Risk Management Committee and external stakeholders.• Managing internal relationships.• Member of Risk Management Committee• Producing… Show more Responsibilities:• Optimising the performance of the electricity portfolio utilising a suite of vanilla and bespoke hedging products.• Developing, implementing and managing hedging strategies.• Managing portfolio risk.• Building external relationships and looking for new business opportunities.• Compiling reports for Board and Risk Management Committee and external stakeholders.• Managing internal relationships.• Member of Risk Management Committee• Producing specification documents and developing departmental systems and processes.Achievements:• Delivered a result that was $7.5m better than the financial year budget.• Involved in a multi-million dollar hedge book restructure with APG’s debt financiers.• Designed and utilised a weather derivative product that provided a significant cost saving. Show less

Responsibilities:• Forecasting demand, calculating APG’s forward position and making strategic recommendations in order to hedge position.• Executing trades on the Futures Exchange.• Providing departmental performance reports to the board and Risk Management Committee.• Forecasting expected best case and worst case wholesale cost expectations to the Finance department for budgeting.• Monitoring the portfolio risk and exposure to potential market changes.• Identifying… Show more Responsibilities:• Forecasting demand, calculating APG’s forward position and making strategic recommendations in order to hedge position.• Executing trades on the Futures Exchange.• Providing departmental performance reports to the board and Risk Management Committee.• Forecasting expected best case and worst case wholesale cost expectations to the Finance department for budgeting.• Monitoring the portfolio risk and exposure to potential market changes.• Identifying opportunities for departmental and business wide system performance improvements and implementing changes.Achievements:• Designed and built an extensive number of models in order to forecast customer load, monitor exposures, monitor market behaviour, assess the portfolio under a number of stress test scenarios.• Identified a $2m profitable trading opportunity in the Hedge book. • After extensive analysis, I recommended that a trading contract about to be signed be halted, due to the unforeseen lack of cost benefit to the business. • On completion of my first assignment submitted to the CEO, the work was highlighted as an exemplar across the company of how projects should be formatted for future submissions.• In addition to learning the particulars of the job, I have had to learn and interpret the intricacies of a new international energy market. Show less

Responsibilities:• Calculating and executing day-to-day short term trades through multiple trading counterparties.• Creating, maintaining and developing trading models, databases and reports.• Reconciling trades and industry costs.• Analysing and reporting on department performance.• Identifying opportunities for performance improvement and implementing changes.• Managing relationships between Ovo and its renewable generation sites.• Managing the selling and… Show more Responsibilities:• Calculating and executing day-to-day short term trades through multiple trading counterparties.• Creating, maintaining and developing trading models, databases and reports.• Reconciling trades and industry costs.• Analysing and reporting on department performance.• Identifying opportunities for performance improvement and implementing changes.• Managing relationships between Ovo and its renewable generation sites.• Managing the selling and reconciliation of ROC’s (Renewable Obligation Certificates).Achievements:• Consistently exceeded trading imbalance targets – our department currently has one of the best trading accuracy performances in the UK.• Calculated an algorithm that improved the forecasting accuracy of a variable by 50%.• Identified areas of the department that required further monitoring and introduced KPI’s to monitor and improve trading performance.• Implemented a number of automated processes that have increased the Trading Departments’ productivity and reduced risk. • Put together a ‘Knowledge’ document, which is an all you need to know guide for new Trading Analysts entering the department.• Took on responsibility to train up my successor to the required standard through effective mentoring. Show less

Responsibilities:• Managed and executed customer Direct Debits, which occurred twice a month and were worth in excess of £6 million per month. • Met with senior management to discuss their reporting requirements and consequently produced ad hoc reports to meet their needs.Achievements• Designed and implemented a Weekly Performance Report that displayed KPI’s for every department. This became a permanent weekly procedure and was viewed by all Directors and Senior… Show more Responsibilities:• Managed and executed customer Direct Debits, which occurred twice a month and were worth in excess of £6 million per month. • Met with senior management to discuss their reporting requirements and consequently produced ad hoc reports to meet their needs.Achievements• Designed and implemented a Weekly Performance Report that displayed KPI’s for every department. This became a permanent weekly procedure and was viewed by all Directors and Senior Management.• Implemented a complete reporting package for the Customer Service Department, which monitored high and low level department performance. Show less