Experience

Hartree Partners

• United States
• Oil and Gas
• 400 - 500 Employee

• Middle Office Manager - US Power & Gas

  • Sep 2022 - Present

• Senior Middle Office Analyst

  • Mar 2021 - Sep 2022



Direct Energy

• United States
• Utilities
• 700 & Above Employee

• Senior Analyst - Product Control

  • Oct 2016 - Mar 2021

  • Worked closely with traders, risk management, accounting, and senior management to analyze value and provide risk analysis around complex transactions and portfolio positions including tolling agreements, load contracts, renewable energy credits, financial transmission rights, and other complex derivative instruments. • Developed, implemented, and maintained aggregate daily risk reports for senior management covering profit and loss, position, statistical risk measurements, collateral management, forecasting, and internal compliance.• Responsible for managing the complete transaction lifecycle of the trading desk from inception through settlement & providing daily/monthly P&L analysis and explanation of exposure drivers for the northeast power markets.• Played a key role in streamlining and enhancing product control procedures and data through leading and participating in various project initiatives including an ETRM upgrade and multi-system consolidation project. Show less

• Pricing Analyst

  • Mar 2015 - Sep 2016

  • Responsible for managing RFP process, providing accurate and timely pricing of all electric deals & ensuring precise commodity volumes were uploaded into trade platforms prior to hedging. • Performed complex analysis on non-market based cost components in order to develop accurate forecasts to be utilized in various pricing models (e.g. network transmission, line losses, capacity, etc.).• Contributed recommendations for system and process improvements / enhancements; worked with IT for implementation and testing of various enhancements (e.g. automation of manual processes, documentation of process workflows). • Provided ongoing research support and ad-hoc analytics to management of the pricing desk on topics including tariffs & fees, small business pricing, load analysis, and pricing strategies. Show less



Metallix Refining Inc.

• United States
• Mining
• 1 - 100 Employee

• Financial Analyst

  • Nov 2011 - Mar 2015

  • Provided high level support to CFO and played a pivotal role in improving the management of finance department functions by identifying and advancing opportunities for improvement in addition to resolving critical control and operational weaknesses. • Responsible for monthly analysis and reporting of sales, inventory management, and commodity hedging activities including trade reconciliations, allocations, profit and loss analysis, confirmations, margin-call management, etc.• Constructed and managed complex Excel/Access based tools to enhance and streamline operational processes as well as the analysis of financial and operational reporting figures (e.g. KPIs, sales forecasts, inventory reporting).• Provided extensive analysis and modeling of company wide financing evaluations and terms of sale for final product while also actively collaborating with management throughout the deal negotiation process of existing and prospective business relationships. Show less

• Junior Analyst

  • Feb 2010 - Nov 2011

  • Continuously reviewed, audited, and analyzed company wide processes and made improvements to the transparency, accuracy, and speed of processing critical operational and financial reporting data by re-engineering procedures, employing new software solutions, and automating manual activities.• Responsible for creating and maintaining reporting tools focusing on a variety of areas including financial results, sales performance, and customer analysis.