Nicole R Potter Email & Phone Number

Houston, Texas, United States

I was proudly hand-picked by the senior management team for a pivotal role in establishment of the new Global Trading organization. Leading strategic organizational planning and operations with the inception of the Trading Finance division, ensuring seamless alignment with corporate priorities.🚀 Key member of the seven-person Finance and Risk Leadership Team, driving Global Trading initiatives and coordinating across critical areas, including Treasurers, Credit, Controllers, Tax, Planning and Stewardship, and Risk Control.🤝 Building and fostering collaborative relationships with centralized organizations in the ever-changing environment of Global Trading to generate synergistic value for the corporation.💱 Directing an 11-member team as the project lead for a pivotal Trading Forex initiative. Crafting a corporate framework to adeptly capture and manage Forex exposure, collaborating with trading and support functions.🌟 Integral member of the finance team in the corporate Working Capital Project. Enhancing insights, enabling informed decision-making, and increased ROI. Re-evaluating the corporate approach to working capital measurement and stewardship.

Houston, Texas, United States

As a Global Finance Staffing & Development Manager in Human Resources, I took the lead in driving transformative initiatives and orchestrating impactful processes during my tenure from 2022 to 2023. Here's a snapshot of my key contributions:🚀 Spearheaded the development and execution of impactful new Staffing and Development processes, integrating employee competency development needs into decisions, securing cohesive succession plans for crucial roles, and conducting comprehensive analyses to align staffing with business needs to minimize operational gaps.🎤 Actively delivered key strategic employee development messaging in global forums, facilitated new hire orientations, coordinated quarterly engagements with the Finance Supervisor Network, and contributed to regional Finance Staffing and Development Councils.🌍 Managed transformative organizational restructuring for a global entity of +3k personnel across three key work streams. I coordinated with finance executive management and HR project team to design structure of Retained Controllers and implement organizational enhancements for a new Global Risk and Controls organization.🎬 Innovated and executed a compelling response to Controllers employee pulse survey feedback by orchestrating impactful 60-second employee testimonials on Yammer, strategically emphasizing meaningful job opportunities for early career resources around the globe.🤝 Volunteered to lead Controllers GBS Executive Staffing Council to address change resistance and manage critical staffing needs during a four-month staffing rotation freeze.

Houston, Texas, United States

During my tenure as the Global Controls Manager for Trading & Fuels Operations from 2021 to 2022, I had the privilege of steering a nine-member global Risk and Control Advisor team, delivering strategic guidance and direction to support the Global Downstream Trading organization across diverse locations, including Canada, Singapore, Budapest, Brussels, and the US, impacting 180 global employees. Here are some highlights from my impactful contributions:🛡️ Led a cross-functional team in shaping new sections of DOAG corporate authority approval guidelines and System of Management Control, transforming corporate strategies for pricing and risk management and securing senior management adoption.🤖 Enhanced organizational efficiency by absorbing retiring colleague’s responsibilities, optimizing one FTE, orchestrating a global team for controls enhancement, conducting the annual PwC SOX Review for ~600 BOT process automations, establishing standardized templates for streamlined reviews, and overseeing PwC review closures.🗺️ Co-developed the Global Trading audit program across three regions, serving as the single point of contact with Audit, successfully managing unexpected scope changes, and reporting results to Trading VP and Leadership Team.🌐 Managed a comprehensive Trading Special Review by partnering with Audit for seamless global testing, leading the Global Fuels and Trading DOAG simplification and consolidation project, and providing critical Management of Change controls support.

Houston, Texas, United States

During my role as FP&A Reporting Supervisor for Americas Trading & Supply Operations from 2019 to 2021, I led a dynamic seven-person team to execute License to Operate activities, ensuring seamless financial and stewardship reporting across a diverse spectrum of business operations. Here's a snapshot of my key achievements:🚀 Championed added value to business and spurred innovation through strategic project implementations and the adept leverage of cutting-edge technology for enhancing analytics and reporting capabilities.🎇 Pioneered a visionary plan for the establishment of dedicated Opex, Earnings, and Supply analyst positions, a transformative move consolidating responsibilities across 5 disparate desks to efficiently cater to diverse business needs.💡 Optimized US Environmental Compliance accounting for RINS liability and sulfur compliance obligations.📈 Directed financial reporting of International EMSS Trading operations, providing pivotal support to project initiatives, including Physical from Closed Trades and Commercial Margin to Earnings.

Houston, Texas

As a Senior Global Advisor in Downstream Commercial & Trading for a transformative five-month period in 2019, I played a pivotal role in facilitating a comprehensive assessment of internal controls and implementing strategic solutions to enhance trading knowledge. Here are some highlights from my impactful contributions:🔄 Orchestrated updates to the corporate Downstream SOX program, focusing on critical trading risk areas, and crafted a finalized proposal for approval by management.🚀 Pioneered the development of a bespoke training course encompassing key trading concepts, a program still in active use today for training global finance resources on the intricacies of trading.🎓 Designed and executed a comprehensive communication and training program for the C&T Controller to enhance knowledge and skills across Downstream, Upstream, and CFS Controller's organizations.👩🏽‍🏫 Led the assessment of new C&T Controller's job role assignments in Career Connect to ensure proper identification of knowledge skill gaps during annual development planning.

Houston, Texas

During my role as a Global Planning & Development Advisor from 2017 to 2018, I provided visionary leadership to support multiple processes, demonstrating a commitment to excellence. Here's a glimpse of my contributions:✍🏽 Crafted the Downstream Controller's quarterly letter to Dallas HQ, managed FP&A stewardship coordination, and coordinated strategic engagements on behalf of the Downstream Business Services Vice President and Global Fuels Value Chain Controller.🔄 Designed the Audit & Controls Committee process to ensure adequate risk and controls governance of recently consolidated Fuels & Lubes business lines under the new Value Chain organization.💼 Coordinated confidential GFO work migration to lower-cost service centers operating under the corporate MOC framework.🎙️ Planned and facilitated global Downstream Business Services Forums and ad-hoc leadership engagements for the Downstream Controller executive management team.🎓 Oversaw the 2018 Controller's New Hire Orientation for ~30 new employees and facilitated the migration of onboarding activities from the Planning & Development organization to the FLEX - New Hire Assimilation Team.

Houston, Texas

During my tenure as Global Controller’s Business Services Supervisor for a transformative six-month period in 2017, I led a seven-person global Business Service Center analyst team spanning Asia, Europe, and South America through a swift 50% staff turnover within three months. Here are key highlights from my impactful contributions:🔍 Ensured the team excelled in crucial tasks, including delivering Dataflex quarterly reports, Dallas KPI scorecard results, and monthly stewardship reports to the Downstream Controllers Executive Leadership Team.💹 Successfully executed the 2017 P&B for the global Downstream Controllers organization, overseeing detailed planning for ~600 employees and associated costs.🚀 Drove enhancements in expat cost estimate development and PwC fee reporting processes to boost overall organizational efficiency.

Houston, Texas

During my role as Global Controls and FP&A Reporting Supervisor from 2015 to 2017, I planned and executed numerous project and process improvements while supervising a diverse team of tenured employees and new hires. Here's a glimpse of my impactful contributions:🔄 Managed error-free corporate reporting for 15 corporate affiliates, while reviewing entity’s financial statements on a quarterly and yearly basis.📊 Updated the Downstream Statement of Cash Flows process by generating a mapping table to underlying BSIS line items to provide value-added insights to Dallas HQ.💰 Incorporated Cash Flow Adjustments into the updated review process, enabling the identification and correction of a reporting error at year-end 2015.🕵🏽‍♀️ Identified DOAG controls compliance issues in the Downstream FP&A timekeeping process and designed and implemented a new review process.

Baytown, Tx

As a Financial Reporting Advisor for the Baytown Refinery from 2014 to 2015, I played a pivotal role in managing the accurate stewardship of the annual operating budget, providing timely and insightful analysis to refinery management for informed decision-making. Here are key highlights from my impactful contributions:⛽ Led monthly close reporting and final deliverables coordination for Fuels & Lubes stewardship reporting, ensuring accuracy and timeliness in financial reporting.🚀 Directed the Business Plan Opex coordination and implemented process improvements to enhance efficiency.🏭 Managed site operating expense budgeting and stewardship for Baytown Refinery, the third-largest in the US.📉 Coordinated Solomon Survey Opex submission for external competitive benchmarking, requiring detailed evaluation and categorization of spending to align within Solomon reporting requirements.

Baytown, Texas

During my role as Project Controller from 2011 to 2014, I provided crucial project controls and financial accounting support for ~$900 million of project activity, demonstrating expertise in developing Financial Control Plans, conducting Financial Risk Assessments, and directing Unit Internal Assessments. Here are key highlights from my impactful contributions:🕵🏽‍♀️ Managed financial reporting requirements for Downstream projects, leading to the identification and resolution of significant business controls concerns regarding project commitments.🚢 Played a key role in the SeaRiver Marine tanker project as part of a six-person team, contributing to the financial impact that saved a shipyard in Philadelphia from closure.🏛️ Designed and introduced an advance funding treasury proposal to streamline administrative processes and accelerate funding to suppliers in Asia, identifying and resolving associated risks.🧭 Led a global study to consolidate the Chemical project organization support model and executed the Global Projects initiative to expand the Project Controls and Accounting support model to Pipeline Company capital projects.

Houston, Tx

During my role as Financial Analyst from 2010 to 2011, I successfully executed monthly, quarterly, and annual financial reporting requirements for offshore US Gulf of Mexico and onshore Mexico exploration activities in Dataflex. Here are key highlights from my impactful contributions:🔗 Served as key partner to Exploration business line management in the preparation and execution of multi-million dollar unitization deal with external partners requiring guidance to the business on controls, budgeting, accounting impacts, and financial requirements.📉 Managed oversight and booking of accruals, ledger adjustments and reconciliations, regional Financial & Operations reporting, monthly verification of financial ledger data, monthly earnings estimates, earnings impact of unusual events, and Balance Sheet reviews.✨Coordinated year-end financial close activities to ensure accurate year-end reconciliation reporting for various items including drilling CAPEX, dry hole OPEX, seismic program, and lease bonus spending.

London, United Kingdom

During my Financial Analyst Internship in the summer of 2009, I successfully onboarded at the Houston, TX headquarters for two weeks before relocating and assuming my formal summer position in the London, UK office. Here's a glimpse of my contributions:⚖️ Evaluated the reserve potential and financial strength of two external companies under consideration for acquisition.🔍 Researched, analyzed, and prepared a study on the impact of US onshore unconventional hydrocarbon resource plays in the oil and gas industry.🛢️ Coordinated with the Executive Vice-President on strategic development opportunities for the company’s new venture into the US market. 📃 Presented findings and strategic recommendations to the executive team and management staff.

Oklahoma City, Ok

During my role as Senior Registered Client Associate from 2006 to 2008, I successfully managed the high priority investor accounts for four financial advisors including executing security transitions, managing insurance policy purchases, performing client account tax analysis, and numerous other functions as needed by clients. Here are key highlights from my impactful contributions:🏦 Obtained Series 7 and 66 federal security licensing to engage in the sale and purchase of mutual funds, stocks, and bonds. 🎓 Acquired Oklahoma state insurance license to allow me to contract personal insurance policies. 🏅 Received various recognitions including employee of the month and first place ranking in my region for greatest number of client household service additions.

Master Of Business Administration - Mba, Dual Concentration In Finance & Energy

Summer Study Abroad Program, Finance

Bachelor Of Business Administration, Finance