Experience

OhmConnect
• United States
• Software Development
• 1 - 100 Employee
• Settlement Manager

  • May 2022 - Present

Vitol
• Netherlands
• Oil and Gas
• 700 & Above Employee
• Trade Settlements

  • Jul 2019 - May 2022


Source Power and Gas

• United States
• Utilities
• 1 - 100 Employee

• Settlement Manager

  • Jan 2016 - Jun 2019

  • Manage all settlement and reporting responsibilities for ISO territories PJM, MISO and ERCOT • Create Billed Revenue, Cost and Revenue Accrual entries for month end • Provide actual settlement rates, monthly, to billing team for customer invoices • Input wires daily, as well as manage Positive Pay process to reduce fraudulent banking activity • Implemented Corporate Credit Card program, manage card holder credit limits, early payments when necessary and compliance on approved charges • Assist in Gross Margin Analysis at month-end with variance explanations to budget or forecast, as well as prepare Monthly Reporting Package for executive presentation Show less



Dynegy

• Utilities
• 500 - 600 Employee

• Manager Accounting

  • Dec 2014 - Dec 2015

  • Managed a team of 7 analysts responsible for ISO settlements including PJM, NEISO, NYISO, MISO and CAISO • Supervised cash application processes for retail and wholesale billings for 3rd party customers • Reviewed and approved balance sheet reconciliations, ISO invoice payments and related journal entries • Supervised cash activity for wholesale trading activity and ISO settlements including cash forecasting and month end close • Acted as change agent to improve processes, created efficiencies and found areas of automation for both ISO Settlements and cash applications Show less



Direct Energy

• Greece
• Operations Consulting
• 1 - 100 Employee

• Manager, ISO Settlements

  • Jun 2006 - Dec 2014

  Notable Achievements:• Assisted in nMarket Implementation for all ISO markets, including customized reporting tool and customized allocation methods and creation of shadow settlement process for key charge types• Assisted in the creation of documentation of Risk and Internal Controls initiative for all ISO settlements activities• Managed seamless integration of ISO settlements through multiple acquisitions• Created 18 week cash forecast estimate for all ISO’s by BU• Implemented process documentation and standardization of reports across ISO markets• Work closely with Non-Standard Transaction team to structure new deals process that incorporates ISO transaction services into customer offerings• Developed a Finance M&A Checklist for use during Due Diligence process to represent potential resource costs and timelines for finance during a deal review• Lead the Business Continuity Plan for Settlements groupResponsibilities:• Currently manage a team of 5 responsible for ISO territories including ERCOT, CAISO, MISO, and AESO, also experienced in PJM, NYISO and NEISO• Review and approve daily and weekly payments to ISOs, mid-month estimates, and month-end accrual processes, including journal entries and balance sheet reconciliations• Work closely with Gross Margin teams to ensure accurate capture of ISO COGS for P&L reporting purposes, and provide prior period adjustment explanations• Work with analysts, IT and LOB owners to ensure smooth transition into new markets and company acquisitions• Manage Indirect Retail process for Texas, accountable for customer interface, billing and pass through payments with ISO• Responsible for settlement of PPA contracts for generation assets in Texas• Oversee TDSP payment process for Texas, including integration for acquisitions and new market entries• Assisted in the review and redesign of Internal Controls for all settlements activities during a move to an online system for testing• Review and test controls monthly Show less

• Team Lead

  • Sep 2005 - Jun 2006

  • Coordinated efforts to move separate business unit P&L processes from Dallas office to Houston office• Assisted in the creation and implementation of estimation process to reduce close process time and reduce impacts of prior period adjustments• Created reports to split P&L between Residential and Commercial business units for management reporting purposes also created “Cumulative” file to track month over month actual data and prior period adjustments. • Participated in the creation and implementation of daily P&L process using internal P&L system that allowed for T+2 P&L reporting, volume tracking and improved mid-month/month-end estimations. Show less

• Senior Power Accountant

  • Sep 2002 - Sep 2005

  • Managed third party settlements processes, including customer checkout, invoice billings and invoice payments• Participated in the month-end close and P&L process• Contributed in the creation and implementation of an internal system used to calendarize customer billings for use in prior period adjustments and actualization of revenue.



Shell Trading

• Norway
• Software Development

• Senior Power Accountant

  • Apr 2001 - Sep 2001

• Senior Gas Accountant

  • Jul 1999 - Apr 2001