Experience

EUCI

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Course Instructor

  • Jun 2022 - Present

  Part Time Instructor for Utility Finance Courses Part Time Instructor for Utility Finance Courses



NextEra Energy Resources

• United States
• Utilities
• 700 & Above Employee

• Program Manager - UI Finance

  • Mar 2020 - Present

  IT Architect for Financial Forecasting systems for FPL, NextEra Energy Transmission, and other NextEra Energy Resources subsidiaries. IT Architect for Financial Forecasting systems for FPL, NextEra Energy Transmission, and other NextEra Energy Resources subsidiaries.



Portland General Electric

• United States
• Utilities
• 700 & Above Employee

• Senior Financial Forecasting Analyst

  • Jan 2019 - Jan 2020

  Lead analyst for strategic financial modeling. Primary Corporate Planning Liaison for Treasury, Tax, Accounting, and Regulatory departments. Preparer of SEC reporting for cash flow and capital forecasts, monthly performance reporting to CFO and corporate officers, financial forecasting aspects of board reporting. Lead analyst for strategic financial modeling. Primary Corporate Planning Liaison for Treasury, Tax, Accounting, and Regulatory departments. Preparer of SEC reporting for cash flow and capital forecasts, monthly performance reporting to CFO and corporate officers, financial forecasting aspects of board reporting.



UI Solutions Group

• United States
• Software Development
• 1 - 100 Employee

• Project Manager

  • Feb 2013 - Jan 2019

  Finance, Software, and Management Consulting for the Utilities Industry Experienced Project Lead / Manager, Implementation Leader from Discovery to Optimization O&M Budgeting, Capital Project Management, Forecasting & Allocations, Asset & Tax Modeling, Financial Planning & Analysis, Microsoft Office and Database Integration. Finance, Software, and Management Consulting for the Utilities Industry Experienced Project Lead / Manager, Implementation Leader from Discovery to Optimization O&M Budgeting, Capital Project Management, Forecasting & Allocations, Asset & Tax Modeling, Financial Planning & Analysis, Microsoft Office and Database Integration.



Epic

• United States
• Software Development
• 700 & Above Employee

• Implementation Consultant

  • Jul 2011 - Feb 2013

  Expertise in surgical management and anesthesia information management systems with integrated clinical and revenue cycle functionality. Expertise in surgical management and anesthesia information management systems with integrated clinical and revenue cycle functionality.



Wasatch Global Investors

• United States
• Investment Management
• 1 - 100 Employee

• Analyst Internship

  • Mar 2011 - Jun 2011

  Earnings, DCF, and other financial modeling for the Wasatch Microcap Value, Long/Short, and Large Cap Value funds. Qualitative research on management and companies under coverage. Earnings, DCF, and other financial modeling for the Wasatch Microcap Value, Long/Short, and Large Cap Value funds. Qualitative research on management and companies under coverage.



Aurora Investment Management LLC

• Greater Chicago Area

• Research Assistant

  • Dec 2006 - Jun 2008

  Strategy coverage for L/S Credit, Multi-Strategy Opportunistic, Activist, Macro, and Event Driven Hedge Funds in addition to L/S Equity and Short-Biased Equity. Global markets coverage and analysis. Strategy coverage for L/S Credit, Multi-Strategy Opportunistic, Activist, Macro, and Event Driven Hedge Funds in addition to L/S Equity and Short-Biased Equity. Global markets coverage and analysis.