Manage the production of budgets and long-range forecasts related to $1.4 billion in energy-related sales, related fuel and purchase power expenses, the budgeting process for ten operating groups. Oversee short-term and long-term customer demand forecasting as well as the production and submission of related compliance items. Provide analytical and leadership support for special projects and ad hoc requests, such as the development of new classes of rates, FERC rate submissions, and software upgrades. Oversaw department's inputs into resource planning modeling; the 2023 resource planning plan resulted in over $2.5B in New Era funding and financing to fuel Tri-State's green energy transition. Manage 5 analysts.

Provided analytical and ad hoc financial modeling support for OATT rate settlement proceedings before federal regulators. Updated and maintained OATT rates in accordance with protocols and FERC standards; responded to stakeholder requests for information. Prepared FERC filings related to template changes, compliance, and routine reporting. Developed variance reporting templates, a website form to share business sensitive data with OATT customers, and a detailed procedures manual.

Prepared long-term, strategic, regulatory, and ad hoc financial forecasts for Tri-State and its subsidiaries, with consolidated earnings of at least $1.4 billion. Produced modeling analyses that helped senior managers successfully develop a long-term plan to transition to sustainable energy while mitigating rate increases. Modeled the impact of environmental regulations and identified related contractual and financial risks. Validated, tested, and improved calculations of forecasting software as Tri-State transitioned from spreadsheets to a robust software package; as a result of software improvements, Tri-State was able to produce replicable, more accurate and timely forecasts and management increasingly relied on long-term forecasting to understand the impact of decisions.

Calculated, analyzed, and validated macroeconomic statistics that are published as part of the U.S. gross domestic product (GDP), national income, and Integrated Macroeconomic Account (IMA) releases. Awarded for conducting research and developing methodology to improve and expand economic statistics for the national accounts and IMAs, including developing integrated financial sector estimates in response to data gaps identified by the G-20 in the wake of the Great Recession. Researched changes in tax laws, policies/legislation, and current events impacting the U.S. economy and incorporated the impact into U.S. macroeconomic estimates. Published papers on research and proposed estimates for the IMAs, in coordination with partners at the Federal Reserve. Streamlined reporting and developed validation exception reporting for joint BEA-Federal Reserve estimates.

Oversaw the project management, financial management, contractual compliance, and project staffing of over $250 Million in U.S. government-funded development projects. Contributed to project proposals. Developed and delivered training to staff and subcontractors on project management, federal regulations, procurement, financial management, and personnel policies. Created operations and finance procedures manuals that were subsequently used as a template for the company. • As Acting Project Director of the FSKG project in its final months, ensured the successful production, delivery, and publication of 25+ technical research reports while staying within the $4 million budget. Managed client and subcontractor relationships and oversaw the work of staff. Received high client satisfaction scores.• Supported the launch of a $22 million USAID-funded small business development project from Cambodia. Developed business policies and staff capacities; assisted with hiring, project reporting, publications, vendor negotiations, financial management and internal controls, and procurement. Split out the program budget by Congressional funding earmark.• Supervised between 3 and 6 direct reports,

Assisted in the management of a portfolio of projects for the USAID/Morocco mission. Developed multi-year funding templates that allowed staff to see source and use by funding type and program area. Consequently, project activities were modified to better align with available funding. Drafted a grant proposal which was approved by the Mission contracting officer.

Represented WFP at coordination meetings related disaster relief, humanitarian emergencies, and UN policy development. Prepared and disseminated written briefing reports on meetings to WFP stakeholders.

Forecasted fees and reported on results for $3+ billion in annual credit card sales. Produced financial statements and analyzed variances for over $1 billion in inventory and reported results to senior management. Supervised a junior accountant. Developed and successfully implemented processes to quickly catch inventory pricing errors and to reduce employee theft. Automated reporting programs, resulting in improved accuracy and efficiency. Provided analytical support for the renegotiation of Staples’ private label credit card contract, allowing management to negotiate annual savings in excess of $1 million/year.