• Tracked and analyzed daily ERCOT energy load data to determine eak demand and inform rate setting for annual revenue determination• Prepared comprehensive debt summaries by reviewing Note Purchase Agreements for key terms, dates and legal counsel associated with each debt issuance, ensuring effective financial management.• Collaborated with multiple departments to compile updates and create monthly board meeting presentations to inform key stakeholders• Participated in monthly executive team meetings and actively engaged in discussions regarding the 5-year capital expenditure plan, long-term debt issuances, capital projects and 5-year cash forecast.

• Attended meetings twice weekly where Executive Team discussed quarterly financials and SaaS Fintech operations• Organized data into spreadsheets weekly, making them more usable for leadership, saving them 4 hours, leading to additional efficiencies for the company• Rotated into 3 different departments: Finance, Tax and Economics where I learned operations and structure of each team