Sally Lee, Cfa Email & Phone Number

Calgary, Alberta, Canada

- Gather requirements from internal stakeholders to design and enhance reports, tools and processes as part of the Scrum development team - Perform current state analysis across multiple external consultant databases by collaborating with internal subject matter experts to identify gaps in existing processes - Conduct vendor selection automating manual consultant database entry functions

Calgary, Canada Area

- Supported the renegotiation of Parkland’s Canadian long-term fuel supply agreements by creating Request for Proposals, conduct financial analysis on term sheets received, make recommendations based on the analysis, and prepare decision rationale packages - Developed arbitrage opportunity models and cost benefit analysis of refined products to leverage in fuel supply negotiations- Assisted with contract revisions to ensure alignment with agreed upon commercial terms- Supported development of the Trans Mountain pipeline strategy for the Burnaby refinery - Performed economic and strategic assessment of business development opportunities

Calgary, Canada Area

- Evaluated economic feasibility of greenfield power projects by building discounted cash flow models with detailed financial statements and scenario and sensitivity analysis - Projects included solar, wind, pumped hydro storage, cogeneration, and batteries- Prepared documentations such as negotiating mandates, term sheets and offtake agreements- Created presentations for internal stakeholders to pitch projects to senior management - Compiled and developed the 10-year forecast for ATCO’s Electricity Global Business Unit

- Compiled supply/demand fundamentals related to the Alberta power market for the Wholesale Marketing group- Created numerous models in Excel and VBA that the traders used on a regular basis to track position, performance, pricing and Alberta power fundamentals - Developed and tested trading reports for the implementation of a new Energy Trading Risk Management (ETRM) system across ATCO Power- Achieved savings of $400,000 annually by implementing new data connection sources

-Review new transaction and analyze profit and loss through deal attributes, market movement and sensitivity analysis-Produce and analyze profit and loss and position reports on a daily basis-Analyze and document large structured deals for accounting implications-Communicate profit and loss commentary for J.P. Morgan’s Global Commodity Group (crude, power, gas, metals, coal and emissions)

-Build new models using VBA scripts in Excel to create Gas and Power Fundamentals -Published end-of-day natural gas and power prices-Calculated and reported profit and loss using Openlink-Hedged interest rate and foreign exchange exposure-Forecasted natural gas usage in Alberta oil sands for AECO traders to capture correct fundamentals-Transacted out of weekend gas position on NGX for term traders-Assisted natural gas traders with ad-hoc analysis on demand and supply issues

Sql Nanodegree Program

Bachelor Of Commerce (B.Com.) With Distinction, Finance

Activities and Societies: Minor: Actuarial Science