Joseph Buccheri Email & Phone Number

Brooklyn, New York, United States

- Develop, guide, support, and submit rate filings including: Rate Cases, Excess Earnings,and Compliance Filings to achieve positive regulatory outcomes to deliver the energy future of tomorrow.- Continue to educate and advocate for the importance of regulatory understanding and how regulation and finance coexist.- Focus on continual improvement for myself and those around me

Brooklyn, New York, United States

- Leveraged finance and regulatory expertise to improve the business’ understanding of the regulatory framework, rate case process, recovery of expenses, and return on assets to drive company performance.- Aligned Cost of Service (COS) reporting with management reporting and showcased them with to drive conversations around recovery, resourcing, and planning and forecast.- Focused on continual improvement for myself and those around me.- Coordinated and aligned finance rate case support for upcoming rate review.

Brooklyn, New York, United States

2nd Rotation in program. Collaborate to prepare and support NY related rate cases and subsequent filings.- Rate Case Support: Regulatory lead/co-lead for: Energy Efficiency, Rate Case Expense, Legal, Accounting, Incentives Programs, Conservation (Dynamic) Load Management, Gross Revenue Taxes (GRT), and Other Taxes.- Regulatory lead in working groups, prepared schedules and work papers, drafted & reviewed testimony, supported the IR process, and served as a point of contact for PSC Staff.- Contributor to Excess Earnings Filings for KEDNY, KEDLI, & NMPC with a primary focus on the detailed O&M sections and corresponding commentary.- Designed & implemented Revenue Requirement’s Pricing 1-Pager aligning assumptions, reducing re-work and improving accuracy.- Prepared COVID deferral recovery filing- Shared subject matter expertise and points of contact with team members challenging them to increase their technical knowledge and expand their networks.

Brooklyn, New York, United States

1st Rotation: Developed a good understanding of FERC Revenue Requirement and how the filings directly impact our ratepayers, communities, regulators, shareholders, and the company’s ability to continue to provide safe and reliable service. - Filed NMPC TSC Informational filing with 100% Accuracy and in compliance with FERC guidance- Created presentation and presented annual TSC updates to interested external third parties.- Prepared Revenue Requirement calculation and model for LNG Rate Case, and supported settlement discussions as necessary - Completed Monthly Deliverable Items: TRAC (Transmission Rate Adjustment Clause), Monthly TSC Rate update, and NYISO credit policy- Transitioned all deliverable items prior to the end of the rotation.

Brooklyn, New York

Continued with prior role's tasks with expanded responsibilitiesI. Management Reporting- New scope of upstream reporting included: Gas Business Unit, Mass Gas, RI Gas, and NY Jurisdiction reporting- Participated in forecast review meetings to question and challenge forecast assumptions- Prepared team and presented financial results at a variety of meetings including CFO Prep and Post-Close Meetings.II. Rate Base & Invested Capital- Facilitated alignment between Regulatory, Jurisdictional Finance, and Corporate Finance resulting in more streamlined and accurate reporting for Rate Base and Invested Capital for NIMO- Validated and updated new account details and reported Rate Base & Invested Capital for all segments of Niagara Mohawk with actual data and created forecasts.- Investigated, evaluated, analyzed and provided commentary on specific variances III. Regulatory Support- Created and managed Rate Case Cost of Service files to the allow for changes in hierarchies occur, partner with regulatory during future rate filings in order- Disseminated and interpreted rate order implications for NIMO within the team and broader audience- Coordinated with Regulatory Revenue Requirement annually to supply detailed analysis and commentary of O&M expenses with a comparison to the respective cost of service as determined by the Rate Case IV. Team Support- Supported Quarterly US GAAP Analytics for Balance Sheet and Income Statement - including training and best practice sharing- Determined Variable Pay details annually to determine deferral necessity- Provided Average Rate Base forecast which fed ROE calculations- Change Champion for Project Drumbeat for the NY Finance team: Including BPC implementation & QRF- Contributor for Process Simplification Record to Report (R2R)V. Development Related- Participating in CGMA certification program- Participated in Utility Finance & Accounting Seminar

Brooklyn, New York

I. Prepared financial commentary & content for NY Jurisdictional Finance for monthly, quarterly, & annual meetings-Operating Profit, Controllable Costs, Income Statement Items, Cash Flow, & Capital Expenditure-Conferred with VP to prepare for meetings with other executivesII. Responsible for NMPC (Niagara Mohawk) operating Company-Aggregation of data, commentary, & presentations for: Overs/Unders, IFRS Documents, Net Margin, Monthly Variance, Budget, Forecasts, Monthly Financial Models, etc-Supported US GAAP Financial Statements through the quarterly analytics process for Balance Sheet & Income Statement financial statement line items-Supplied data & commentary regarding 18-A Assessments to support Rate Case -Collaborated with colleagues to provide commentary related to MD&A for NIMOE - specifically related to Statement of Cash Flow in support of debt issuance-Reviewed & documented Joint Proposals (JPs) & Rate Order in preparation of implementing Rate Plan-Created/managed budget & forecast details for IFRS Net Margins, Regulatory Amortization (all of NY), & Transmission Revenue Adjustment Contracts (TRAC)III. Development Related-Developed team & wider organizational bench-strength through regular sharing of knowledge, providing study materials/opportunities & conducting training sessions-Established an educational opportunity for employees to learn more about how the electric business -Met with regulatory team and aligned invested capital and rate base models-Change Agent for Performance Drumbeat representing NY Finance.-Supporter of Junior Achievement – fund raising, lessons in schools, & serving as a guest judge.-Leader & point person for NY JDX Safety Planning-Core Team Member in the “Manual Journal Entries Process Improvement Team” selected to assist with the improvement & streamlining of the MJE process

Brooklyn, New York

- Supported the NY M&C business partners for Gas & Electric. - Built a detailed preliminary budget for the PTO group with corresponding commentary, and supported the transition of PTO to the New York Electric M&C group (where this segment is now grouped).- Created Various ad-hoc Reports: Excel & PowerPoint presentations.- Streamlined a series of charts/graphs and their data sources.- Built a fundamental understanding of Code Block.- Manipulated and analyzed data outputs to deduce trends and explain variances.- Completed Manual Journal Entries (MJEs).- Familiarized with the SAP interface including: BI, HANA and GUI.- Designed various SAP reports in BI & HANA to pull required fields of data.- Recreated, tested, and confirmed accuracy of various report recreations (post hierarchy changes using HANA Reports allowing for the ongoing aggregation of data.- Assumed ownership for all aspects of the NY Electric and NY Gas Leak Trend Slides.- Ran and aggregated time-sensitive Historical Test Year data to support rate case filings in NY.- Supported the documentation and transition process of FIN 2.0.- Core team member in MJE workshop.- Finance team representative for the aggregation and dissemination of best practices.- Collaborated to create and present NY Jurisdiction Budget Pack for fiscal years- Selected to lead the Finance - NY Jurisdiction's Safety Planning team.- Reviewed rate case filings and PSC documents to gain a better regulatory understanding.- Created and implemented of a Price-Volume Analysis tool for the Veg. Mgmt group data.- Coordinated with other teams to establish educational opportunity for employees to learn more about how the electric business.

- Accounts billed comprised of 20% of the billing within the firm- Prepared pre-reviewed BIMs to submit to billing partners monthly- Made changes to bills per partner instruction ~ Narrative changes, write-offs, and adjustments- Reviewed, processed, submitted, reconciled and followed-up on the firms invoices ~ Paper billing as well as electronic billing- Submitted appeals and write-offs, and followed-up to ensure completion- Generated and Submitted ASCII files- Knowledge of UTBMS Litigation Codes (L Codes, A Codes, and E Codes)- Regularly handled sensitive materials and confidential information - Communicated internally with partners, associates, paralegals, and administrators- Communicated externally with customer and company personnel at all levels- Researched, processed, submitted, tracked, and followed-up on vendor bills - Generated accounts receivable reports, cash reports, billable hours, and other various summaries- Created, updated, and managed various control and procedural sheets.- Completed on-going productivity analysis- Created weekly, monthly, and annual reports for the Litigation department- Coordinated, updated, and maintained an accurate database of cases that have been processed, billed, write-offs applied, appeals filed and filled, and payments fulfilled for the entire Asbestos Litigation Department- Managed new case intake form database

Master Of Science - Ms, Accounting, 3.9

Graduate Accounting Course Work Including: Accounting Theory and Reporting I Accounting Theory and Reporting II Auditing and Assurance.

Bachelor Of Science - Bs, Business Management; Concentration: Marketing; Minor: Economic

Activities and Societies: School Newspaper (Business Manager & Staff Writer), Colleges Against Cancer (Logistics Chairman), and Honors Club

Education record

Activities and Societies: Band, Jazz Band, Billiards Club