Experience

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  BDO USA

  • United States

  • Managing Director

    • Nov 2021 - Present
    • United States

    - Analyze compliance regulations and develop guidance regarding new legislation- Draft, prepare, and review legal memorandum and other various legal documentation- Advise clients on legal concerns and proceedings- Review contracts and assist clients with the interpretation of previously executed agreements- Assist clients with compliance defense and regulatory agency representation- Research and provide legal analysis of case law precedent in order to consult on positions for client needs- Defend examinations and advise on procedure and tax controversy

• 

  ONEOK

  • Tulsa, Oklahoma

  • Regulatory Affairs Analyst, Legal

    • Sep 2018 - Nov 2021
    • Tulsa, Oklahoma

    - Prepared, drafted, and submitted timely regulatory filings including tariff change filings, rate change filings, certificate filings, compliance, and other filings and reports required by Federal and State regulatory agencies.- Prepared written testimony and gave oral testimony to State and Local regulatory bodies related to rate cases, legislative, pronouncements, regulatory orders, regulatory tariffs, and billing related issues.- Processed and responded to discovery requests in regulatory or legal proceedings.- Oversaw and prepared timely filings of all necessary regulatory reports, applications, and tariff filings including preparation of the transmittal letter, response or request to the applicable agency (i.e., FERC), and all related supporting documentation applicable to the filing.- Researched, analyzed, and interpreted the company’s tariffs, the tariffs of other pipelines, agency orders and regulations and formulated recommendations for management relating to reviewed issues. - Developed recommendations on appropriate course of action for business unit or company response to filings and communicated with and informed, educated, or advised company personnel and customers relative to regulatory issues, questions and requests for information.

• 

  ConocoPhillips

  • United States
  • Oil and Gas
  • 700 & Above Employee

  • Financial Analyst

    • May 2013 - Sep 2018

    - International Tax Specialist- Assisted in the fulfillment of the U.S. income tax reporting requirements of ConocoPhillips’ international operations and cross-border transactions. This includes preparation of IRS Forms 1120, 1118, 5471, 8858, 8865, and 926- Researched, interpreted, and applied technical authority to company transactions- Accumulated, analyzed, and processed financial accounting data to prepare tax returns, monitor transfer pricing compliance, and produce tax forecasts efficiently- Assisted with monitoring, and planning for the utilization of, the company’s international tax attributes, including foreign tax credits, outside stock basis, controlled foreign corporation E&P and PTI accounts, separate limitation losses, and others- Collected and analyzed information used to comply with ASC 740 for the company’s foreign affiliates, on a monthly and quarterly basis- Prepared internal legal memorandum and other reporting requirements

  • Legal Extern

    • May 2018 - Aug 2018

    - Researched legal issues and case law in order to consult on positions for upcoming transactions- Analyzed compliance regulations and developed internal guidance regarding new legislation - Drafted memorandum and other various documentation under the supervision of a licensed attorney

• 

  University of Tulsa

  • Tulsa, Oklahoma Area

  • Graduate Teaching/Research Assistant

    • Jan 2013 - Dec 2013
    • Tulsa, Oklahoma Area

    Collins College of BusinessManagement & Marketing Department, Entrepreneurship - Assisted faculty members with classroom instruction, exams, record keeping, and other research projects.

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  HoganTaylor LLP

  • Tulsa, Oklahoma Area

  • Staff Accountant

    • May 2010 - Feb 2013
    • Tulsa, Oklahoma Area

    State & Local Tax, Federal Tax, Audit, & Business Valuation & Litigation Support- Prepared federal and state tax returns for business and individual clients- Assisted in annual client audits and inventory observations - Responsibile for tax research and planning in order to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate- Effectively communicated results, both internally and externally, on projects and client information