Tabitha Moore Email & Phone Number

Minneapolis, Minnesota, Us

Minneapolis, Minnesota, Us

• Analyzed earnings to tease out financial insights to inform and influence senior leadership’s approach in achieving internally and externally communicated financial objectives• Established approach for financial analysis compilation to support senior leadership in preparation for Audit Committee meetings and Earnings Release calls; incorporated analysis on emergent financial topics, as needed• Financial liaison for Xcel Energy north operating companies; focused on improving financial results thru informing operating company leadership on financial trends; initiated and established monthly financial reviews• Created/implemented benchmarking program for key business areas; communicated results to senior leadership• Developed shelf-ready income statement analysis (vs. budget/forecast/YOY) to inform and support accuracy of financial forecast • Led team of five employees, focused on continuous learning and development

Minneapolis, Minnesota, Us

Internal Reporting Management Rotation (3 month)• Led a team of four professionals and one intern• Onboarded the replacing manager• Reviewed reporting provided to the CFO, Board of Directors and Financial Council• Evaluated appropriateness of work completed and eliminated as appropriate• Focused on employee growth and developmentRegulatory Accounting (NSPM/NSPW) Management Rotation (3 month)• Led a team of five professionals with one vacant position • Onboarded the replacing manager• Reviewed journal entries and account reconciliations• Collaborated with various departments to ensure accuracy in reporting• Presented regulatory accounting activity in multiple formatsCapital Asset Accounting Management Rotation (6 month)• Led a team of six professionals, two interns and two contractors• Reviewed journal entries and account reconciliations• Reviewed processes for improvement and added process documentation as needed• Focused on employee growth and developmentReturn on Equity (ROE) Optimization Project Manager• Managed the ROE Optimization Project, a cross-functional initiative, ensuring milestones were met by way of effective communication, collaboration and frequent presentation of achievements and challenges to Executive Leadership

Minneapolis, Minnesota, Us

• Lead the preparation and continuous development of the jurisdicational reporting• Review and analyze potential rate case settlements• Prepare and maintain rate case filing reconciliations• Prepare and maintain clearly supported assumptions and documentation

Minneapolis, Minnesota, Us

• Traveled to multiple work locations to provide oversight for the team when Management was unavailable by providing support and training during peak reporting periods• Provided continuous structured training, guidance, and support as needs were identified and to effectively distribute workload during peak reporting periods, while promoting a team environment• Participated in interviewing and completed the on-boarding of a new employee in Minneapolis• Created standardized process documentation of routine business area finance responsibilities as well as unique processes specific to the role• Drafted and supported the Budget Narrative and Budget Presentation for Operations Services • Drafted rate case testimony for the 2012 and 2014 SPS direct testimony of Gary O’Hara and supported ad hoc rate requests as applicable• Managed the resolution of the Minnesota Department of Transportation (MNDOT) audit by bringing together the needs of both Capital Asset Accounting and the MNDOT, setting and managing expectations, and ensuring follow through on the part of both parties, which allowed the company to realize over $700,000 of potentially lost revenues• Volunteered to participate in the quarterly FERC variance analysis project, managed by Regulatory Accounting and Joint Ventures, to analyze and document drivers of year over year variances• Participated and managed various projects as requested, including, but not limited to, the STREAM dashboard, Technology and Process Improvement Committee and FMS Core Team• Managed the clearing and O&M forecasts and budgets for over 30 business units within both Supply Chain and the Senior Vice President of Operations• Reviewed transactions monthly to determine appropriate use of object accounts and subledgers.• Skeptically reviewed current procedures and subsequently created standardized reports, as applicable, for more efficient periodic reporting

Minneapolis, Minnesota, Us

• Fully implemented and maintained eXtensible Business Reporting Language (XBRL) for a Fortune 500 company which included mapping over 1,600 values to over 800 elements for the 10-Q filings as required by the SEC• Managing the implementation of the customized taxonomy mapping (CTM) for 10-K XBRL reporting requirements• Assessed industry developments related to XBRL and communicated those challenges and appropriate solutions to Management• Effectively prepared the consolidated balance sheet and statement of cash flows for Xcel Energy on a monthly basis as well as the consolidated income statement and footnote disclosures consistent with GAAP for 10-Q and 10-K filings• Coordinated and reviewed the preparation of the FERC Form 2A and was responsible for the review procedures surrounding the FERC Form 1• Prepared benefit plan financial statements, including the Form 5500, with atypical activity• Prepared ad hoc reporting to various internal and external customers in a timely manner• Consistently reviewed processes in place for improvement and implemented numerous efficiencies • Researched new accounting pronouncements to ensure compliance with GAAP

Minneapolis, Mn, Us

• Managed four business units covering multiple portfolios including month, quarter, and year-end accounting closes • Increased reconciliation and review procedures regarding impairments in excess of $22M • Accounted for newly created total return swap of over $200M • Mentored less experienced staff regarding accounting procedures and reconciliation techniques

Milwaukee, Wi, Us

• Prepared consolidated unaudited financial statements for numerous community banks (<$500MM) • Promoted an atmosphere of positive client development by helping financial institutions increase controls and operational efficiencies• Documented procedures, findings, and recommendations in well written and concise reports to be presented to the board of directors • Gained experience with audited, consolidated financial statement preparation, including footnote disclosure requirements • Researched, interpreted, and applied GAAP to resolve accounting and reporting issues to ensure appropriate implementation • Completed consolidated C-Corp tax returns for approximately 35 financial institution clients and also gained experience in S-Corp, Partnership and Individual tax returns• Computed federal and state tax estimates, quarterly distributions, as well as tax planning, for a wide range of community banks • Updated depreciation records and assisted in researching discrepancies and errors• Prepared time budgets and scheduled staff on engagements where they were supervised for efficiency and teaching opportunities