Katherine Ellis Email & Phone Number

Highland, California, United States

Plans, organizes, executes and provides administrative direction and oversight for all San Manuel Utility Authority (SMUA) functions and activities. Leads delivery of electric service to San Manuel Casino, managing staff and provision of services, while also working with the Board on development of utility policies and future program evaluation.

Greater Los Angeles Area

Oversees a portfolio of 44 generation, transmission, and natural gas field assets on behalf of the 12 SCPPA members. Also responsible for strategic initiatives such as Workforce Development and Communications.

Greater Los Angeles Area

Responsible for the management and administration of the operating projects on behalf of SCPPA and the project participants. Generation projects include nuclear, coal, gas, large hydro, small hydro, wind, solar, geothermal, and landfill gas. Other projects include high voltage transmission, natural gas reserves, and prepaid natural gas purchases.

Indianapolis, Indiana Area

Continued responsibility for the development, project structuring, financial valuation, risk assessment, and origination of renewables projects for cooperative members of the National Renewables Cooperative Organization, (NRCO). This included RFP administration, project evaluation, contract negotiation, and deal closure as well as project management activities through construction. Also active in the development and marketing of a community solar program designed specifically for cooperatives and leveraging investment partnerships to realize available tax incentives.

Responsible for the development, project structuring, financial valuation, risk assessment, deal negotiation and origination of renewables projects for joint participation by the members of the National Renewables Cooperative Organization, (NRCO). This entailed assessing renewables technologies for viability, renewables market conditions, legislative and regulatory developments and mandates, identifying renewables project candidates for NRCO members’ subscription, and relationship development with renewables related companies for the benefit of the NRCO membership.

Designed hedge strategies for a variety of energy portfolios to mitigate exposure to energy markets, including natural gas, oil, emission allowances and renewable energy creditsTransacted a variety of financial products including futures, swaps, and options both on the New York Mercantile Exchange and in Over The Counter MarketsPrimary financial trading contact for clients, counterparties, and brokers99% deal capture accuracy in 2008 and 2009 on greater than 1000 deals per yearResearched and reported on current global market intelligence, legislation, pricing and analysisAuthored semi-annual Commodity Price Outlooks and Industry Structure Report

Managed supply and demand energy imbalances for real-time portfolio optimizationTransacted in and across national and regional markets to arbitrage pricing opportunitiesManaged relationships with a diverse group of clients and counterpartiesCommunicated market information to term traders and portfolio modelers

Utilized internal risk management systems to perform timely reconciliation of transactionsInitiated gas pipeline settlement and invoicing servicesDeveloped method of accounting for cost of energy sales, saving 40 work hours per month

Mediated disputes of businesses and dissatisfied customers to mutually agreeable solutionsPerformed reviews to promote truthful advertising and consumer protection

Certificate, Tribal Administration

The program provides instruction on Indian law, intergovernmental relations, tribal sovereignty, and management. The second-year sequence.

Masters, Business Administration

Activities and Societies: Beta Gamma Sigma National Honor Society

Bachelor Of Science, Finance