Bio
Credentials
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Power BI Data Modeling with DAX
LinkedInJul, 2023- May, 2026 -
Python for Non-Programmers
LinkedInJul, 2022- May, 2026 -
Team Oregon Long Distance Running Certification
Team OregonSep, 2013- May, 2026 -
RRCA Coaching Certification
Road Runners Club of AmericaMar, 2013- May, 2026 -
Project Management Professional
PMIDec, 2015- May, 2026
Experience
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United States
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Utilities
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700 & Above Employee
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Utilities Performance Management Manager
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Jul 2022 - Present
Provide direction, guidance and strategic vision to staff in support of the Energy Service and Utilities Business Units and other corporate program commitments. Develop and manage business process and commercial improvement initiatives, specifically: Responsible for timely monitoring, measuring, and reporting the COO organization metrics. The business units included are Utilities, Energy Delivery, and Generation. The metrics include safety and culture, financials, strategic initiatives, ICP, operational excellence, regulatory, and reliability. Other responsibilities include a detailed analysis of the performance of each reporting category and the creation of an executive summary for leadership. Also responsible for off-cycle ad hoc reporting as needed.Measure, monitor, and report the capital performance of the 7 Utilities in the form of a monthly meeting for leadership. Responsible for measuring, monitoring, and reporting the capital and safety performance for Energy Delivery in the form of a monthly meeting for leadership. Coach, mentor and grow group's collective skill sets and experience in use of performance improvement tools, methods, and standard approaches to solve process issues and improve the overall business.Coach, mentor and grow group's collective skill sets and experience in use of business unit data systems and other analytical tools to help demonstrate process control. Responsible for sub-process within group that evaluates identifies process improvement opportunities.Manage a team of analysts that monitor, measure, report, and forecast COO Business Unit’s capital performance from a portfolio basis. Responsible for sub-process within group that evaluates identifies process improvement opportunities.
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Distribution Project Controls Analyst, Principal
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Apr 2021 - Jul 2022
Created a comprehensive capital variance report to show and clarify monthly over/underspending. This allowed distribution operations to come within a percent of their forecasted spend three years in a row (’19 – ’21).Designed and implemented a cost dashboard in Excel for district managers (MDS) and continue to update it monthly. The dashboard provides the MDSs a detailed means to review their monthly Capital and Operation & Maintenance (O&M) spend against their forecast. Successfully led a team in developing processes to bring the 2021 - 2030 Distribution budget back in line with updated projections. Facilitated meetings with the managers/directors to gather feedback. Guided the team to take that information, analyze the current forecast, update UIPlanner, and provide directions and clarifications to management whenever needed.Actively participated in an AEP wide distribution capital major projects pilot, by creating and maintaining the dashboard in SmartSheet to report out the Schedule Performance Index (SPI), Cost Performance Index (CPI), and Estimate at Completion (EAC). Leading monthly meetings with Appalachian Power Company (APCo) president and leadership team, discussing variances, risks, and projections to help drive prudent financial business decisions.Collaborating with the Project Management Office monthly to establish/revise the project EACs and then update the Excel cost portfolio in a timely manner.Create ad-hock financial requests in Business Objects and Cognos for managers as requested. Integrating and mentoring new project controls team members to create reports, analyze data, and report relevant information to management, increasing their responsibilities as their knowledge grows.
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Distribution Project Controls Analyst Sr.
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Jan 2019 - Apr 2021
Successfully led a team in developing processes to bring the 2021 - 2030 Distribution budget back in line with updated projections. Facilitated meetings with the managers/directors to gather feedback. Guided the team to take that information, analyze the current forecast, update UIPlanner, and provide directions and clarifications to management whenever needed.Responsible for coordinating project controls activities including cost, schedule, and performance analysis - on distribution programs and projects. These responsibilities include input and maintenance of budgets within the corporate systems, providing ongoing forecast updates and variance analysis at the program and project levels, reporting and analysis of key performance indicators, and working collaboratively with project teams to implement project management best practices throughout the project lifecycle. Developing and providing program and project level budgets into the corporate budgeting system in accordance with all company processes. Analyzing project actuals versus budget to generate variance reporting and provide recommendations to increase the likelihood of project success. Administrating the change management process associated with programs and projects to properly characterize changes to the project and assess the impact on the project objectives. Developing and compiling the key performance indicators [KPI's] for programs and projects and ensure alignment between the metrics and the project objectives. Preparing, issuing, and presenting periodic project performance reports that informs management of cost, risk, and productivity performance on the project and corresponding analysis.Volunteered to lead culture initiative teams several years in a row. By listening to what was needed and providing employees with tools, information, or training, we were able to positively affect the company’s culture every year.
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Financial Controls Business Analyst Sr.
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Jun 2017 - Jan 2019
Prepare, report and analyze Transmission Field Services monthly O&M and capital budgets. Prepare budget variance reports and explanations. Participate in process improvement initiatives related to financial and operational processes; participate in LEAN initiatives to reduce expenses, increase revenue, and/or increase productivity for AEP Transmission. Assist in training initiatives of employees and contractors related to financial and operational processes and related IT applications. Assist with work order administration activities, including set up, in-service reporting, and closing; and resolve errors with Accounting, AEP Transmission Project Management, and AEP Transmission Field Services.
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Cost Control Analyst
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Oct 2011 - Jun 2017
Provide project related cost control reporting to CI, project plan, corporate budget, monthly reporting, and project management cost support. Effectively interface and coordinate efforts of departments such as Project Accounting, Cost Administration, Scheduling, Estimating, Procument and Construction. Align cost to schedule activities and construction progress on major projects.
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Sr. Administrative Associate
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Apr 2006 - Oct 2011
Promoted to assisting three managers, three technical leads, and their 50 + employees with record keeping, meeting scheduling, and travel arrangements, Created and diligently track budget for the department, Update and issue the Business Continuity Plan for Engineering Services quarterly, Order and track computers, software, and hardware for 300 + employees, Validate and approve time sheets for 40+ employees, Maintain confidential personnel records, Wellness Coordinator for the floor
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Administrative Associate
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Sep 2004 - Apr 2006
Sustained and updated managers calendar, Created and issued the Business Continuity Plan for Engineering Services quarterly, Local Information Technology Assistant (LITA), Answered telephones professionally, Handled confidential personnel files, Coordinated travel armaments for multiple travelers/employees, Maintained and procured section office supplies for 20+ employees
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Secretary IX
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Aug 2001 - Sep 2004
Supported manager and 40 employees, Maintained confidential personnel records, Professionally answered phones, Arranged meetings and travel accommodations, Entered drawings into EDMS in a timely manner, Worked on As-Builds in MicroStation, Created and tracked purchase orders by using PMM and Passport for all 3rd party T&D work, Maintained and procured section office supplies, Processed contractor invoices, Submitted OUR requests promptly
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BMW Financial Services
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Dublin, OH
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Lockbox Specialist
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Sep 1996 - Aug 2001
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Dublin, OH
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Education
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2018 - 2020Ohio University
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2010 - 2011Franklin University
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2007 - 2010Columbus State
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