Responsible for development, coordination, preparation and presentation of the accounting and financial data in rate-related matters for Met-Ed, Penelec, Penn Power and West Penn Power before the Pennsylvania Public Utility Commission and New York State Public Service Commission. Also, responsible for tariff interpretation, tariff filings, the design and development of retail electric rates and preparing comments for Commission filings. Served as a witness in base rate cases, default service proceedings and customer complaint cases including preparing testimony and testifying. Led the implementation of settlement terms, new tariffs and rates for several significant proceedings including the 2014 and 2016 PA base rate cases with revenue increases of $290M each. Led the development, filing and implementation of a 2017 NY base rate case resulting in a $300K revenue increase. Key contact for Commission staff and other regulatory advocates for filings.

Directed the development, monitoring, forecasting and reporting for the FirstEnergy PA operating companies annual $375+ million O&M and capital budget, $35+ million revenue budget and 2,300 employee staffing budget. Consistently achieves financial targets, including cost reductions, based on changing economic conditions. Issues financial analyses and performance results, and provides recommendations to enable key operational business decisions. Ensures proper internal controls and compliance with GAAP and FERC. Directs preparation of journal entries, reconciliation of general ledger accounts, and other accounting related activities. Leads process improvement teams, implements recommendations, and achieves results that improve the bottom line. Provides analysis and recommendations to create operational efficiencies and increase cash flow.

Financial Transformation Project Led people, process and technology improvements to increase the efficiency and effectiveness of the Finance organization; establish standard and automated financial processes, improve management accountability and reporting, and optimize technology. Accounting initiatives include; migration to SAP new general ledger, implementation of BPC for consolidations, simplify cost flows, reduce master data, and develop and implement a model to increase management accountability and improve reporting.

Directed and coordinated the development, monitoring, forecasting and reporting of the $235 million corporate Customer Service and Service Area Development (CS&SAD) annual O&M and 1,400 employee staffing budget, and performance management plan. CS&SAD includes Customer Contact Center, Customer Service, Meter Reading & Field Collections, Revenue Operations, Economic Development and Consumer Products. Includes the development of a five-year CS&SAD business and financial plan and communicating the budgets and plans throughout the organization. Issued CS&SAD financial analyses and performance results. Ensured appropriate economic analyses and business cases are in place to support budget expenditures. Prepared rate case documentation. Ensured proper internal controls are maintained and performed SOX testing. Directed preparation of journal entries, reconciliation of general ledger accounts, correct charging and other accounting related activities. Directed and coordinated several external Customer Service benchmarking studies. Led process improvement teams, implemented recommendations, and achieved results. Facilitated company-wide training initiatives.

Directed and coordinated the development, monitoring and analysis of the Met-Ed $93 million regional O&M and capital budget and performance management system. Included the development and communication of a regional business plan. Ensured appropriate economic analyses and business cases were in place to support budget expenditures. Prepared reports for senior management including budget variance analyses, forecasts, key performance indicator results, monthly region highlights, and quarterly operations and performance reviews. Ensured proper internal controls were maintained within the business unit. Negotiated contracts for jobbing and contracting to secure additional revenue for the Company. Performed invoicing and collections for utility reimbursables. Participated on cross functional team assignments to develop and implement new software systems, review process flows, or review accounting issues. Served as an Operations Service Center Manager during storms to support the storm restoration process. Also, directed the Facilities and Fleet organizations in 2001. Supervised non bargaining and bargaining employees.

Directed accounting, finance and administrative activities for the company with $10 million in revenues. Served as an officer of the company and performed strategic planning. Prepared monthly and quarterly financial reports. Developed and monitored annual and long-term budgets. Established and maintained internal controls. Prepared short and long-term cash requirements, conducted short-term investments. Controlled and monitored operating expenditures. Directed accounts payable, accounts receivable, payroll, preparation of journal entries, reconciliation of accounts and other accounting-related activities. Prepared and filed sales tax and gross receipts tax returns, supported corporate preparation of federal and state tax returns. Coordinated internal and external audit activities. Directed the company’s first external audit including drafting the audit report which resulted in published financial statements. Directed human resources, facilities and other support services activities. Supervised staff.