Principal Consultant

• Mar 2022 - Present

Managing Consultant

• May 2017 - Mar 2022

Consultant

• Apr 2015 - May 2017

• Configure and regression test Allegro to meet the business need for multiple reports, including VaR, MtM, Position Exposure, and Delegation of Authority • Oversee all Middle Office Functional and UAT testing, coordinating the testing and project teams to fix bugs • Create multiple templates for entering deals, as well as entering NAESBs & ISDAs contracts • Manage the requirements and testing of the PeopleSoft interfaces (AR, AP, and Counterparty), as well as other in-house interfaces • Migrate and maintain historical data for use in testing and go-live • Manage system security to ensure proper segregation of duties

Senior Consultant

• Mar 2014 - Apr 2015

• Configure and regression test Allegro to meet the business need for multiple reports, including VaR, MtM, Position Exposure, and Delegation of Authority • Oversee all Middle Office Functional and UAT testing, coordinating the testing and project teams to fix bugs• Create multiple templates for entering deals, as well as entering NAESBs & ISDAs contracts• Manage the requirements and testing of the PeopleSoft interfaces (AR, AP, and Counterparty), as well as other in-house interfaces• Migrate and maintain historical data for use in testing and go-live• Manage system security to ensure proper segregation of duties

Financial Power Settlements Analyst

• Sep 2013 - Mar 2014

• Manage the monthly billing for Direct Energy’s 60+ Financial Power counterparties• Prepare accounting entries in SAP – journal entries, and invoices• Perform monthly Balance Sheet reconciliations• Collaborate with the Mid and Front Office to ensure the proper entry of all trades into Allegro• Improve business processes and procedures – have revised all monthly spreadsheets to increase accuracy and create standardization • Conduct weekly cash forecasting to provide P&L estimates to Treasury• Oversee the training of new employees on Financial Power processes

Financial Analyst II

• Jul 2012 - Sep 2013

- Manage the monthly billing to Entergy’s counterparties for energy and capacity- Perform monthly and quarterly financial reporting and revenue analysis- Prepare journal entries and in PeopleSoft- Maintain cash receipts and disbursements ensuring all accounts are complete and balanced- Reconcile our accounts with the ISOs to ensure all disputes are settled- Maintain and improve internal business processes and procedures- Compile monthly accruals for the nuclear and natural gas portfolio- Prepare and provide fiscal information to senior management, Board of Directors, site personnel, and external/internal auditors

Financial Analyst

• Aug 2011 - Jul 2012

- Managed the financial reporting for the Operations & Maintenance (non-payroll) budget - Analyzed the daily potential cost impacts of our largest contract on site and tried to find ways to mitigate these impacts- Completed monthly financial reports for the COO- Developed Excel tools to help save our Administrative Assistant over 6 hours a week inputting invoices- Automated the accrual download file to save the site over 2 hours a month, plus reduce human error traps- Compiled the site’s monthly financial accruals- Compared our financial data to that of other nuclear sites to find areas in need of improvement- Directed department heads on correct usage of funds- Corrected materials and invoices charged to the wrong code through our journal entry process

Account Analyst

• Feb 2011 - Feb 2012

- Reconciled monthly bank statements to ensure proper accounting- Consolidated the yearly budget into QuickBooks- Compared spending versus budget to report to management areas in need of funding- Prepared data spreadsheets for management using Excel- Reviewed internal controls to ensure separation of duties - Reconciled monthly bank statements to ensure proper accounting- Consolidated the yearly budget into QuickBooks- Compared spending versus budget to report to management areas in need of funding- Prepared data spreadsheets for management using Excel- Reviewed internal controls to ensure separation of duties