Margaret Sanchez Email and Phone Number
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Within any successful business, finance provides the foundation for strategic planning, risk mitigation, and growth. As a senior finance leader, I expand this interaction into one of engaged partnership enabling connection and clarity across the business. My approach to driving finance strategy and operational management has yielded significant achievements in accuracy, process, and ROI throughout my career.I serve as a trusted advisor translating financial projections, requirements, and capabilities into business impacts aligned with the strategic landscape. Planning and problem solving are both strengthened by collaboration, and I enjoy connecting people from board and C-suite to functional leads with the information and guidance they need to make the right decisions for the business.
Summit Utilities, Inc.
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Finance Director, Financial Planning & AnalysisSummit Utilities, Inc. Sep 2023 - PresentCentennial, Co, Us
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Temporary ResidentInternational Relocation Sep 2020 - Jul 2023My family and I recently returned to the Houston area following an extended stay in Barcelona that provided educational stability through the Covid crisis, followed by cultural enrichment experiences across seven countries.
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Finance Director - Houston ElectricCenterpoint Energy Dec 2016 - Sep 2020Houston, Texas, UsI led a team of finance professionals in forecasting analysis, division finance management, and embedded operations analysis, overseeing performance reporting for annual operating income and capital expenditures. • Drove financial forecast development, collaborating across operating divisions and corporate office. Led five-year planning process and partnered with Regulatory group to align financial plan with regulatory strategy. • Advised senior leaders on earnings updates and variance analyses, guiding performance evaluation, financial planning, decision making, and board/shareholder communication.• Led regulatory filing forecasts and regulatory accounting group filing preparation, driving alignment with 5-year financial plan to maximize ROE within regulatory confines and minimize variances.• Delivered project management for initiatives including regulatory recovery modeling and mergers & acquisitions. -
Division Finance Manager - Houston ElectricCenterpoint Energy Nov 2014 - Nov 2016Houston, Texas, UsPartnering with the Finance Director, I produced financial planning, forecasts, and reporting used to guide strategy development and critical business decisions.• Collaboratively led forecasting transition from annual to monthly process, enabling integrated forecast comparisons while controlling for variances. • Developed project rate recovery model to meet requirements for projects seeking EC approval. Built automated model that supported requests and defended recovery assumptions in EC meetings.
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Lead Analyst - Financial PlanningCenterpoint Energy Jun 2011 - Nov 2014Houston, Texas, UsI conferred with senior leaders to complete the five-year financial plan and prepared materials for the Board of Directors, compiling planning data and developing forecasted financial statements for CNP Consolidated.• Created and delivered materials to address management requests, including guidance analysis and justification; reviewed quarterly and annual SEC filings and press releases. • Completed modeling requests from c-suite leaders regarding potential M&A activity, including optimizing financing and performing accretion/dilution analysis.• Contributed significantly to developing Long Term Incentive Plan (LTIP) goals & definitions; monitored achievement plans of outstanding LTIP cycles and collaborated with Audit department to finalize results.• Delivered financial expertise supporting CNP spinoff of pipeline and field services into separate MLP; translated complex financial transaction into Excel model detailing new entity and CNP changes.
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Lead Analyst - Strategic PlanningCenterpoint Energy Jun 2009 - May 2011Houston, Texas, UsIn this role, I was first selected to lead the corporate strategic planning process, interfacing with senior leadership and business units/functions. Later, I enabled sound M&A strategy development by performing economic evaluations of prospects, prepared guiding presentations for senior leadership, and provided financial insight to management discussion. • Coordinated corporate strategic planning process, interfacing with senior leadership and business units/functions to complete deliverables for Executive Committee and Board of Directors.• Organized and facilitated multiple workshops, including planning workshop for finance leadership team and market outlook workshop presented to business units/leadership to generate planning assumptions.• Built and maintained relationship with University of Texas McCombs School of Business to support talent acquisition goals through participation in university Finance Challenge and Sustainability Summit.
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Financial AnalystNorelli & Company May 2005 - Aug 2007UsIn this exciting foundational role, I researched the highly competitive and evolving retail landscape in China and the Chinese oil & gas industry during a three-month assignment in Beijing. I delivered financial analysis and interpretation, tracking client performance against industry competitors. By conducting interviews with industry leaders, participants, and customers, I was able to aggregate valuable market insight across the commercial construction, restaurant, and manufacturing industries. -
Sales Marketing AssistantLafayette 148 New York Jul 2003 - Apr 2005New York, Us
Margaret Sanchez Skills
Margaret Sanchez Education Details
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Texas Mccombs School Of BusinessGeneral -
Davidson CollegeEconomics
Frequently Asked Questions about Margaret Sanchez
What company does Margaret Sanchez work for?
Margaret Sanchez works for Summit Utilities, Inc.
What is Margaret Sanchez's role at the current company?
Margaret Sanchez's current role is Finance professional partnering across the business to guide strategic planning, operational efficiency, and sustained financial health.
What is Margaret Sanchez's email address?
Margaret Sanchez's email address is ma****@****rgy.com
What is Margaret Sanchez's direct phone number?
Margaret Sanchez's direct phone number is +171320*****
What schools did Margaret Sanchez attend?
Margaret Sanchez attended Texas Mccombs School Of Business, Davidson College.
What skills is Margaret Sanchez known for?
Margaret Sanchez has skills like Financial Analysis, Project Management, Budget Process, Regulatory Rate Recovery, Mergers And Acquisitions, Financial Modeling, Financial Reporting, Financial Metrics, Forecasting, Financial Projection, Executive Presentation Skills, Business Process Improvement.
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