Experience

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  ONEOK

  • Tulsa, Oklahoma, United States

  • Accounting Analyst

    • Sep 2023 - Present
    • Tulsa, Oklahoma, United States

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  Magellan Midstream Partners

  • Tulsa, Oklahoma Area

  • Accounting Analyst - Financial Systems

    • Dec 2015 - Sep 2023
    • Tulsa, Oklahoma Area

    Accounting - IT Liaison.Financial systems administration.Special projects.

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  Williams Energy

  • Tulsa, Oklahoma Area

  • Accounting Business Process Analyst

    • Nov 2013 - Dec 2015
    • Tulsa, Oklahoma Area

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  American Electric Power

  • United States
  • Utilities
  • 700 & Above Employee

  • Principal Financial Analyst

    • Jan 2007 - Feb 2013

    • Administered the Financial Forecasting Model used by 80 clients. The model results are used by executive management for critical strategic decisions for one of the largest electric utility companies.• Functioned as the main point of contact for technical support for the Financial Forecasting Model.• Designed, developed, and implemented a process to compare Operations and Maintenance costs between the Financial Forecasting Model and the Budgeting System. Differences were transformed into a journal entry to adjust the Budgeting System results. This process saved 3 man days per forecast. • Tested and implemented new versions of the Financial Forecasting Model.• Worked with the vendor of the model to correct and enhance it.• Developed and implemented interfaces from the General Ledger and Budgeting systems to the Financial Forecasting Model.• Documented work processes for cross training and maintained system tables.• Enhanced Model reports to more accurately model amortization of pre-issuance hedges and discounts or premiums on bond issues. This saved one man-day per year by not requiring analysts to update outstanding balances.• Trained users one on one and in small classroom settings on the Financial Forecasting Model.

  • Senior Financial Analyst

    • Jul 2000 - Dec 2006

    • Was instrumental in testing Business Objects reports used for variance reporting starting in 2006. • Developed the Business Objects reports, Excel workbook, and Visual Basic macros to extract actual results to transfer to the Financial Forecasting Model. Saved 40 man-hours per month of accountants reentering financial data.• Performed Financial Analysis and periodic regulatory filings for Appalachian Power Company and Kingsport Power Companies (2000 – 2003).• Participated in in-house Leadership Institute.

• 

  Central and South West Services

  • Tulsa, Oklahoma Area

  • Senior ABC & PM Cost Consultant

    • Sep 1994 - Jun 2000
    • Tulsa, Oklahoma Area

    • Developed and implemented an activity based management model for CSW to transform “overhead” costs into “controllable” costs. Developed programs to extract costs and operational volumes for assignment of shared service costs to activities.• Analyzed costing results and worked with clients to improve the processes and quality of results.• Provided performance measurements and financial reports to several clients monthly. The work was highly regarded.• Provided accounting and systems expertise to implement the business unit reporting system which computes business segment profitability for internal management and regulatory reporting. This system used Oracle stored procedures and Crystal reports for presentation of results.• Supported the merger of Central and South West Corporation and American Electric Power Company by serving on the financials systems activity team and budgets team.