Experience

New York State Department of Public Service

• United States
• Government Administration
• 100 - 200 Employee

• Principal Financial Analyst

  • Apr 2022 - Present

  Albany, New York, United States Promoted and selected to analyze multiple rate requests from utilities in New York State by examining each utility’s application for new rates in the context of financial market conditions to determine a fair rate of return. Managed a team of Financial Analysts, comparing results of team’s analysis with utilities’ own findings. Trained junior Financial Analysts on projects including rate proceedings, mergers and acquisitions, petitions for financing authority, research memos, and special… Show more Promoted and selected to analyze multiple rate requests from utilities in New York State by examining each utility’s application for new rates in the context of financial market conditions to determine a fair rate of return. Managed a team of Financial Analysts, comparing results of team’s analysis with utilities’ own findings. Trained junior Financial Analysts on projects including rate proceedings, mergers and acquisitions, petitions for financing authority, research memos, and special assignments.

• Associate Financial Analyst

  • Sep 2019 - Apr 2022

  Albany, New York Saved NY State utility customers an average of $150M/year on electric and gas bills by establishing appropriate rates of returns in rate proceedings. Performed analysis of merger and acquisition proposals, evaluating financial benefits and risks for utility customers, and determining whether proposals are in the public interest. Negotiated with utilities to craft rate plans and set terms of mergers to maximize benefits for customers. Wrote testimony about utilities’ financial condition, and… Show more Saved NY State utility customers an average of $150M/year on electric and gas bills by establishing appropriate rates of returns in rate proceedings. Performed analysis of merger and acquisition proposals, evaluating financial benefits and risks for utility customers, and determining whether proposals are in the public interest. Negotiated with utilities to craft rate plans and set terms of mergers to maximize benefits for customers. Wrote testimony about utilities’ financial condition, and estimated cost of capital on seven high-profile cases. Researched ring-fencing provisions for utilities that would insulate them from risks of affiliated businesses.

• Senior Financial Analyst

  • Sep 2017 - Sep 2019

  Albany, New York, United States Monitored industry developments, tax law changes, and U.S. utility bankruptcies, to determine implications for NYS utilities, and provided guidance to Senior Management. Estimated credit impact of penalties for safety violations imposed on NYS utilities. Evaluated the financial viability of proposed merchant generation and transmission facilities to ensure their ability to independently produce electricity. Assessed business and financial risks of NYS telecommunications companies looking to… Show more Monitored industry developments, tax law changes, and U.S. utility bankruptcies, to determine implications for NYS utilities, and provided guidance to Senior Management. Estimated credit impact of penalties for safety violations imposed on NYS utilities. Evaluated the financial viability of proposed merchant generation and transmission facilities to ensure their ability to independently produce electricity. Assessed business and financial risks of NYS telecommunications companies looking to merge, change control, or restructure and identify appropriate conditions for proposed transactions.

• Excelsior Service Fellow

  • Sep 2015 - Sep 2017

  Albany, New York, United States Selected as one of 30 persons in New York State for fellowship in state government. Functioned as a Senior Financial Analyst to monitor NYS utilities.



Better Business Bureau of New York

• Charity Analyst Intern

  • Jan 2014 - May 2014

  New York, NY Analyzed Non-Profit organizations throughout the Tri-State Area, with combined Net Assets exceeding $500 Million. Earned $25,000 is seal licensing revenues. Evaluated financial statements, tax forms, fundraising materials and accomplishments of organizations against 20 BBB standards for accreditation.



Macy's

• Sales Associate

  • Jan 2013 - Oct 2013

  White Plains, NY



The Office of Senator Kirsten E. Gillibrand

• Legislative Offices
• 1 - 100 Employee

• Intern

  • Dec 2011 - May 2012

  Greater New York City Area



Asian Cultural Council

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Intern

  • Aug 2011 - Nov 2011

  Greater New York City Area



Responsible Endowments Coalition

• United States
• Higher Education
• 1 - 100 Employee

• Midwest Student Organizer

  • Aug 2010 - May 2011



Washington University in St. Louis

• United States
• Higher Education
• 700 & Above Employee

• Intern

  • May 2010 - Jul 2010



Camp Coastal Outpost

• Facilities Operator

  • May 2008 - Aug 2008



Camp Coastal Outpost

• Maintenance Associate

  • Jun 2007 - Aug 2007