Experience

HedgeStar

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Aug 2022 - Present

  With a focus on providing transparency through financial reporting and hedge performance optimization, we deliver risk management consulting, derivative valuation and hedge accounting services. Providing assistance with hedge accounting deliverables Responsible for audit portfolio valuation requests relating to financial derivative portfolios in excess of $100 million. Prepare dozens of period-end hedge accounting and financial valuation statements for clients ranging from healthcare, commodities, and universities. Input commodity future contracts into pricing sources and completed fair valuations to compare with bank counterparties' statements. Show less



ENGIE Impact

• United States
• Environmental Services
• 700 & Above Employee

• Project Coordinator

  • Nov 2021 - Apr 2022

  Managed commercial energy-efficiency rebate applications for various equipment, including HVAC systems, refrigeration units, and new construction projects. Main point of contact between utility companies and clients regarding status of rebates & incentives. • Managed hundreds of energy-efficiency rebate applications for clients, including national retail store chain, multinational gas station chain, and car dealership conglomerate • Worked with team of rebate professionals who have retained hundreds of thousands of dollars in rebate savings for clients • Worked with account lead, sales representatives, and other internal members to deliver optimal combination of ENGIE’s suite of energy management service products • Created and followed hundreds of project workflows from start to completion and updated clients on status Show less



ALM Holding Company

• Scheduling Specialist

  • Jul 2020 - Jun 2021

  HTP EnergyScheduled gasoline wholesale trades. Verified contract specifications to ensure on-time execution of fuel trades. Processed invoices and ensured timely payments.• Optimized 1,000s of barrels of gasoline inventory at most profitable terminals to increase sales margins• Efficiently set up payment for refined fuel invoices upwards of $1 million and more• Managed varying types of customers across the upper Midwest, including agribusiness and fuel jobbers• Sorted and tracked dozens of bills of lading and invoices daily for large, multi-state gas station chain• Worked in fast-paced environment of time-sensitive fuel pricing process that involved sending pricing to 100s of customers within tight timeframe• Exposed to trading of renewable identification numbers (RINs) for wholesale fuel regulatory compliance. Proper tracking of RINs and amount of renewable fuel blended into company product directly correlates to amount of tax and financial incentive bestowed at end of year. Show less

• Accounting Support Specialist

  • May 2020 - Jun 2021

  Back office accounting procedures including payroll, time cards, miscellaneous tasks



University of Wisconsin-Extension

• United States
• Education Administration Programs
• 400 - 500 Employee

• Work Assistant LTE

  • Jan 2019 - Feb 2019

  Assisted Community Development Educator with water quality research. Visualized water pollution with detailed landscape maps. Translated pollution regulations to simplified terms. Spearheaded pollutant research that led to meeting with key stakeholders Strategically planned how to present findings to showcase taxpayer cost reduction Showcased return on investment (ROI) possible with pollution trading program incentives, and how this ROI compared to expensive capital investment on wastewater treatment facilities. Identified strategic partnerships with local conservation districts, utilities, and related stakeholder groups Analyzed differing water utility rates across multiple municipalities. Was able to project cost savings to local communities depending on rates. Worked on data compilation for housing and poverty characteristics in the county Show less