Bio
Credentials
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CPA
State of Maryland -
CPA
State of Florida
Experience
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United States
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Utilities
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700 & Above Employee
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Manager - Wholesale Operations
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Dec 2021 - Present
Coordination and preparation of a daily profit statement that presents month-to-date realized, gross margin income statement activity. Analyze variances of realized activity against the Long-Range Plan (LRP) and Latest Estimate (LE) forecasts and report main drivers. Bridge full-month realized results to full-month Accounting results to determine reconciling items and present main drivers. Direct manager of three employees to include review of work performed and assistance in setting and achieving team and personal goals.
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Senior Analyst - Wholesale Operations
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Apr 2019 - Dec 2021
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Senior Accountant - Wholesale Commodities
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2016 - Apr 2019
Worked within the controllers group, which facilitates the resolution and communication of accounting and disclosure judgments; supports SEC filings and accounting, monthly close, account reconciliations and reporting; performs regulatory reporting, including FERC reporting; and supports intercompany billing and allocation systems.
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CohnReznick LLP
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Baltimore, Maryland Area
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Tax Senior
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2014 - 2016
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Baltimore, Maryland Area
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Warren Averett, LLC
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Destin/Fort Walton Beach, Florida Area
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Senior Associate
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2010 - 2014
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Destin/Fort Walton Beach, Florida Area
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O'Sullivan Creel, LLP
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Destin/Fort Walton Beach, Florida Area
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Intern
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Jan 2009 - Apr 2009
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Destin/Fort Walton Beach, Florida Area
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Education
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2009 - 2010James Madison University
Master of Science (MS), Accounting -
2005 - 2009Auburn University
Bachelor of Science (BS), Accounting -
2001 - 2005Loudoun Valley High School
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