Reported directly to the CFO and responsible for leading preparation of all financial planning and analysis activities of the company, including budgeting and forecasting, developing and maintaining underlying financial models, developing key business assumptions, collaborating with senior management and supporting private equity stakeholdersDirectly responsible for forecasting all 3 main financial statements – Income Statement, Balance Sheet, and Cash FlowsDirected and managed monthly/quarterly financial reporting, updating rolling internal business forecast and coordinating annual budget processManaged senior treasury analyst which included reviewing of weekly cash forecast, approving all financial bank reporting, and monitoring compliance with financial covenants.Revised financial forecasting model to improve short term and long-term accuracy as well as increasing dynamic capability to maintain pace with changing market and business strategies.Reviewed and approved monthly ABL Borrowing Base Certificate for accuracy as well as monitoring remaining availability with lendersDeveloped and maintained PowerBI solutions for operations, executive, and finance dashboards. Led monthly district review to discuss key drivers of variances and future customer or business-related impacts to the P&LReported and reviewed weekly capital expenditure projects to ensure activities within forecast expectations in addition to performing IRR analysis for new projects to ensure projects met internal rate of return expectations

Supported C&I North American business unit in addition to residential home warranty business by developing financial models, risk and opportunity views, and annual operating plans.Provided detailed reporting of actual v. budget assumptions, monthly/year-to-date financials, sales/assets, and market drivers for monthly and quarterly business reviews as well as ad-hoc needsMonitored KPIs to highlight trends and analyze causes of variance in all areas of consumption, sales, revenue, cost of goods sold, margin, and cash flow to explain the evolution of the business along with comparisons to past and forecast resultsCollaborated with Finance Business Partners, Finance Controllership, and BPM to deliver consistent narrative of financial results along with Strategy to ensure consistency between annual planning results and long term strategic shapeLeveraged vast experience to develop insightful reporting, KPIs, and analysis that allowed additional business insights to drive change and better finance decisions Utilized PowerBI, PowerQuery, Excel macros, and SQL to develop consistent standardized reporting to drive insights for supported business units in addition to increasing efficiency and timeliness of reporting deliverablesSuccessful trained and managed multiple off-shore employeesPrepared prelim and interims rulsts factbooks to be utilized by senior leadership when delivering business updates to investors

Built and refined a consolidated reporting system for PnL Explain for Natural Gas and Electricity markets across US and Canada, for both retail and wholesale business segmentsConsolidated various risk systems acquired via acquisitions to provide single consolidated reporting of PnL expected for short and long-term performancePrepared monthly, YTD, and waterfall analysis of cash actualizations and forward book gross margin movements, including reconciliations of finance results with commercial results produced in the companyFacilitated monthly discussions with power and gas commercial leadership teams along with the CFO by presenting concise and well-presented views of Gross Margin movements and PnL driversWorked with wider finance teams such as Pricing, Forecasting, Accounting, Product Control, and FP& to ensure current modelling and analysis reflected an accurate representation of Gross Margin recognized by stakeholders across the business

Ensured the preservation of power gross margin by validating customer load entering the forecast system and analyzing the integrity of the data presiding in the risk systemWorked with Operations, Margin Forecasting, Forecasting and trading teams to ensure minimal margin erosion, accurate data, best practices, and effective strategy.Developed valuation and reconciliation enhancements to resolve inquiries regarding data variances as well simplified and streamlined customer volume forecasting processes to enrich margin reportingWorked with IS to enhance various components of the data feed between contract booking, billing and forecasting systems to promote data integrity as well as accuracy into the risk systemReviewed, monitored and reported on weekly positions as well as mark-to-market impacts on the short-term and long-term forecasts

Primary analyst for the pricing and structuring of electricity sales transactions in ERCOT market and secondary analyst for ISO-NE, PJM, MISO, and NYISO marketsResponsible for the pricing and structuring of all electricity deals greater than a half megawatt of demandPerformed load analytics and manipulation of historical, interval and AMS data in all marketsSkilled with analyzing financial and physical factors that drive the market, impact the pricing, and pose potential risksCoordinated with sales, billing and legal to ensure deals are correctly and efficiently modeled to the customer’s requirementsAssisted in the development, maintenance, and improvement upon analytic modelsSuccessfully act as a resource to internal customers, specifically the sales teams, based on knowledge of relevant industries and needsConduct detailed earning at risk analysis to determine appropriate margins and RAROC for deals in all markets, ensuring the profitability of the deals

PJM Residential Expansion - Project lead representing all facets of business support as FPL expands into the residential market for 10 utilities across 5 states within the PJM (Northeast) market. Integrys Energy Solutions Acquisition - Gathered requirements and implemented necessary changes with all teams within the company to ensure the transition was efficient for operational, accounting, finance, and supply departmentsNOPEC Aggregation - Assisted in the design, testing, and implementation of the Customer Acquisition and Aggregation Management system