SUMMARY

11 years of professional advisory management experience in the energy and utilities sector.  Experience in various areas of developing and implement sales as well as business development strategies for revenue growth opportunities. Responsible for providing advisory support for strategic and tactical efforts based upon recommendations along with development of various clients’ etrm selection process and implementation.  Experience in creating and leading proposals, functional and technical leadership along with the ability to lead and mentor others on the senior management team. Ability to identify growth areas with current clients as well as coordinate the development of future business around the upstream/downstream process of energy clients. In addition to having experience as an Etrm consultant as well as a Project Manager, he also possess a strong background in various commodity areas of risk, accounting, treasury, credit, along with vendor software knowledge of endur, solarc, nucleus, allegro and others.

 

 

Trading   technology, Etrm consultant,   Budgeting/Forecasting,   profit/loss, G/l   Clear quest, Quality Center, Toad, Financial Reporting   Account   Analysis/Hedging, Swaps, Options, Basis   Endur, Nucleus, Allegro, PeopleSoft, nMarket   SAP, Oracle, Business Objects, Altra, Java   Bus   Dev/Marketing of ETRM software systems   Strong problem-solving & analytical ability   Excellent   Interpersonal/Communication  Skills   MS Word,   Excel, PowerPoint, Access   Ability to prioritize assignments, & meet deadlines.   Project Management/Implementation experience

 

EDUCATION 

Jesse H. Jones School
of Business, Texas
Southern University - BBA – Business/Finance - May 2000.

 

EXPERIENCE

KPMG – One of the largest professional services
firms in the world and one of the Big four of Deloitte, Ernst and Young and
PWC.

Director/Advisory Business Development – May
2011- March 2012

• 
  Lead proposal and business development activities
  by identifying new target clients, building business relationships with key
  executives and developing/presenting proposals. 
• 
  Build strong relationships with key customers by
  providing overall value to customers through informative advisory discussions
  and various workshops as it relates to the energy market
  • 
    Grow
    and development relationships with key partners that result in critical increased
    revenue and market share for energy clients upstream and downstream as well as
    E&P.
  • 
    Lead the development and execution of account
    planning strategies while leveraging knowledge of product, pricing strategies
    and competitive activity.                                                                                       
    • 
      Provide a leadership and oversight to senior
      management team members regarding deliverables, project plans and performance
      management in the advisory practice of financial risk management.
    • 
      Responsible for supporting and exceeding the
      strategy development, corporate initiatives, and the establishment of
      best-in-class advisory practices.
      • 
        Serve as a leader in recruiting and retention
        efforts to grow/develop the practice as well participate in the proposal
        process for potential engagements.
      • 
        Conduct Energy Trade Risk Management (ETRM)
        vendor demonstrations and system selection scoring and Return on Investment
        (ROI) analysis to ensure client is receiving full value.
      • 
        Serve as either front, middle, or back office functional business leads
        for ETRM system implementation efforts including configuration and set-up, data
        scrubbing and migration, functional and technical requirements definition, deal
        capture standards, confirmation forms, trader blotters, profit and loss
        attribution, options management, end-user roles and responsibilities, risk
        analytics, settlements and invoicing, counterparty credit, etc. 
      • 
        Identify operational process improvements consistent with a Strategic
        thinking planning model and implement commensurate business process changes and
        controls related to both physical and financial energy transactional processing
        for future business growth. 
      • 
        Tasked with bringing in gross revenue of $1-3million annually per
        proposal for present and future engagements of various clients across the
        energy space. 
      • 
        Write and present to clients’ clear and concise reports as well as
        proposals (RFP) and presentations containing meaningful recommendations related
        to vendor selections. 
      • 
        Develop customized business process workarounds in lieu of "out of
        the box" system gaps for etrm systems. 
      • 
        Develop test business cases and User Acceptance Testing (UAT) scripts as
        required for system production. 
      • 
        Design and document risk report specifications and data requirements as
        well as document customized user manual and conduct system end-user training. 
      • 
        Assist with project management of engagements as well as assisting with
        the engagement management process for etrm vendor implementations. 
      • 
        System and process design projects, encompassing
        business and technical requirements, process design, end-user testing and
        training, and internal control and regulatory compliance.
      • 
        Project risk management, go-live readiness, and
        post-implementation health check review projects, incorporating company
        policies and procedures, process effectiveness, project management, and system
        administration.
      • 
        Lead project to design and deploy test sets for
        a large North American energy trading firm’s implementation of a new ETRM
        system. Test requirements included validation of multiple automated data import
        and export feeds connecting to other in-house and 3rd party applications.

 

Accenture - Global
management consulting, technology services, and outsourcing company for Fortune
500 companies.

 

Senior Consultant/Manager- Systems Integration and
Technology – May 2010 – April 2011

 

• 
  Supervising
  process and functional design activities within the specified business of
  energy trading were applicable.
• 
  Creating
  functional requirements as an input to application design for clients using
  specific energy trading software.
• 
  Developing
  and testing detailed functional designs for business solution components and
  prototypes 
• 
  Supervising
  application build, test, and deploy activities within all energy sectors of the
  business unit per the client.
• 
  Planning
  and executing data conversion activities (e.g., test data) that will enable the
  client to go live for future date.
• 
  Driving
  test planning and execution of all test scripts and data to ensure the highest
  quality of work is being achieved. 
• 
  Working
  closely with the client test lead and the Endur Security team in preparation of
  the go live process.
• 
  Help finalize
  a testing approach and test preparation activities for Security Testing with in
  Endur.
• 
  Develop test
  cases and User Acceptance Testing scripts as required using Q.C. (Quality
  Center)
• 
  Raise issues
  to the Security team and manage the test deliverables to make sure progress is
  being made.
• 
  Manage and
  supervise team of 650, while on clients’ site to achieve maximum productivity
  for various assignments.
• 
  Day to Day
  management of project deliverables while on clients site.
• 
  Serves
  as an ETRM industry subject matter expert in the field of expertise as it
  relates to software implementation.
• 
  Leads
  clients through all functional phases of implementation according to vendor’s
  requirements.
• 
  Responsible
  for creating training material for internal customer’s to best use the product
  as it pertains to their needs.

 

Project Manager/ Endur Security – Shell
International Trading & Shipping (Contract)

 

• 
  Responsible for developing and managing the
  detailed test project plan through the entire step of the change process needed
  by the client as deemed necessary using the SDLC Methodology of Analysis,
  Design, Implementation, Testing, and Evaluation.
• 
  Coordinate delivery schedule of upstream work
  products and dependencies to the test activities within the Atlas Program’s
  Integrated Project Plan (IPP).
• 
  Coordinate / manage the testing efforts of
  both the onshore and offshore delivery teams.
• 
  Coordinate the project tool usage across the
  delivery teams (requirements, scripts, defects, automation).
• 
  Develop, maintain, and report project plan
  metrics to other Project Managers on the team.
• 
  Work and coordinate with the application
  support groups within Shell to ensure the changes and test implementation
  scripts are in place and properly supported.
• 
  Leads and assist other project manager’s
  through the design, test, development and implementation stages of the software
  from vendor.
• 
  Report daily as well as weekly to upper level
  management on the project plans itself, how the team’s performance is doing as
  well as other related information used in budgeting and resource allocation for
  the implementation of Endur.
• 
  Responsible for putting together and preparing
  documents of all costs, benefits, and other resources needed for the entire
  scope of the project presently and for future if need be.
• 
  Responsible for managing and guiding project
  activity to ensure the highest quality of professionalism is being obtained as
  well as to ensure target and completion dates are being met and all results are
  expected by the client.
• 
  Working with and coordinating with the vendor
  through the selection process all way through final implementation of the
  desired product to ensure that proper guidelines and procedures are being
  followed including managing the schedule, budget, risks, staffing, and other
  things that may arise.
• 
  Ensuring that we are in compliance with all of
  IT policies, procedures and other rules that relate to the project that are
  relevant to ensure each release phase has been met and all goals have been
  obtained.
• 
  Manage project budget in excess of $22.5
  million for 3year implementation role out plan for client.

 

Infosys Technologies - Business
Consulting and strategic IT services outsourcing - A leading technology service provider and
partner for Global 2000 companies.

 

Senior ETRM Consultant/Manager- Energy, Utilities
and Resources – January 2009 – April 2010

 

• 
  Provide
  techno-functional leadership for the services provided for projects using ETRM
  products related to LNG, NGL, Power, Gas and other commodities while using
  Endur, Nmarket, Nucleus and other energy software.
• 
  Liaise with
  client managers/ specialists to understand the problem statements that could
  arise while on client’s site.
• 
  Provided
  appropriate input to the manager for planning & scheduling around the ETRM
  products related to Endur, Cmotion and Gmotion, Nucleus, Nmarket and other
  energy commodity software’s.
• 
  Provided Bus
  Dev/Marketing strategies when choosing the right ETRM software product for the
  business that will enable the client to maximize profit and reduce loss.
• 
  Provide Design
  solution for projects as it relates to what the business is asking or requiring
  to the development team.
• 
  Building
  competencies and manage knowledge of information to ensure the business has
  complete understanding as to what is expected from those whom are working on
  the project at hand.
• 
  Provide a
  methodology and technical solution to what the client wants to achieve and what
  is the best way to achieve it.
• 
  Provided
  technical and functional leadership in development/ implementation/maintenance
  projects per clients’ request.
• 
  Proactively
  understand challenges and issues as well as Make recommendations to improve
  techno-functional solutions and workflows.
• 
  Responsible
  for training all Infosys Technology people on the required energy products i.e.
  gas, power, oil, swaps, Nymex to better understand what is expected when going
  to client site for project.
• 
  Provide
  technical support during build, Test and Deploy the complex
  enhancements/customization of certain energy products as it is needed.
• 
  Adhere to the
  project plan & schedule that both parties have set to meet certain
  deliverable goals.
• 
  Provide
  Subject Matter expertise as well as create all required documentation along
  with ppt. in specific ETRM product space to ensure that the information has
  been obtained with full understanding.
• 
  Served as a
  Functional Manager to provide domain support to the Infosys Team on
  understanding the Trading applications and the enhancements there on while
  working on assignment at Bp.
• 
  Assist in
  detailing the functional architecture of the application during Knowledge
  Acquisition and Knowledge Transfer.
• 
  Participate in
  Portfolio Rationalization initiatives to better improve the process.
• 
  Create and
  manage all documentation on domain understanding of all energy products that BP
  was responsible for.
• 
  Perform ad-hoc
  functional analysis where ever required to ensure the accuracy of the
  information was being obtained and was being implemented.
• 
  Managed team
  of 150 people while on clients’ site for understanding of the ETRM products and
  maintain all requirements that were required for the team.

 

SENA (Shell Energy North America)

 

Senior
Business Analyst (Contract) – July 2007 – July 2008

 

• 
  Support
  role for a 24x7 business including application and report development and
  support duties for Endur and other custom reports and applications built around
  Nucleus R14, Energy Credit, and Data Warehouse. 
• 
  Involves
  interfaces with other ETRM systems such as Endur, Nucleus, Energy Credit,
  Oracle and SAP. Other responsibilities include working with users to resolve
  numerous user related issues and gather/document requirements for new reports
  and custom applications surrounding Risk Management. 
• 
  Developing
  custom reports in Oracle Reports and the supporting of other Energy Trading
  products that consist of troubleshooting user issues within the Endur and
  Nucleus application, performing back end data clean up/fixes or working with
  the on-site software support team to resolve software related issues. 
• 
  Responsible
  for developing and supporting custom applications written in either Java, Tibco
  Business Works, or Visual Basic that interfaces with the various energy trading
  products. 
• 
  Supporting
  the trading business focusing on Gas and Power, along with Crude and Products
  in the areas of Risk, Credit, Accounting, Futures, Swaps, Operations, Trading,
  and FERC reporting. 
• 
  Rotating
  on-call schedule supporting the applications 24 x 7 support. It will include support
  for the Risk EOD process, 24 hour real time power trading and any other problem
  that could arise over night.
• 
  Responsible for all Testing and documentation for all gas
  and power application modules within Nmarket, Energy Credit, Endur, and Nucleus
  as it relates to all business users within the trading, scheduling, and
  accounting areas of Shell Oil.
• 
  Support Gas and Power testing along with production
  support for all test environment changes.
• 
  Execute and Test all scripts for production as it relates to
  Reprocess Gas Index Performance Issue using Toad for scripting within Endur,
  Nucleus, Energy Credit and Data Warehouse.
• 
  Responsible for all documentation support for all users as
  a training guide to use updated system support.

 

Project Manager/Business Analyst

• 
  Lead Project Manager of Cross Border Transactions
  ($15million) as it relates to Gas and Power across U.S. and Canada, reporting
  directly to V.P. of Shell Energy North America.
• 
  Recommended all staffing levels to ensure coverage is
  sufficient and that all deadlines and goals are being met.
• 
  Implementation of software through Citrix web base portal
  to support our Gas and Power Trading platform as well as Crude and Products
  using Nucleus and Endur.
• 
  Responsible for ensuring all Date Roll processes for Risk
  EOD was ran properly and all deals have been captured.
• 
  Resolve and ensure all data was being captured in Nucleus
  and Endur along with Energy Credit.
• ·       
  Analyze and document the application test results and
  communicating with test teams, application owners and developers regarding
  results and recommended solutions. 
• 
  Escalate
  urgent problems requiring more in-depth knowledge to the appropriate
  development team within in house resources for further coding. 
• 
  Troubleshoot
  application and system failures along with resolving issues that arise
  regarding all Trading activities using Sequel. 
• 
  Produced
  detail specifications, conducted user acceptance testing along with
  implementing all user change request as it relates to Endur, Nucleus, Data
  Warehouse, and Energy Credit. 
• 
  Provide AVS
  Scripting for all Backend Fixes using Java, Visual Basics, Sequel, and TOAD. 
• 
  Query and Run
  all scripts as it relates to Endur and other ETRM systems for day to day
  operations. 
• 
  Developed and
  Maintained all new scripting and code freeze changes related to Sybase and
  other energy trading systems. 

 

M&A Custom Homes

 

Custom Home Builder –
September 2005 – May 2007

• Custom
       home builder for potential clients who may want to construct a home in the
       Houston Area

 

IBM

 

Gas Sales Accounting Analyst – January
2005- August 2005 (Contract)

• Responsible for over 85 CP’s of gas sales
       invoices and purchase statements that are related to current month as well
       prior months.


• Responsible for making sure payment are made
       timely and payment is confirmed with CP’s.


• Reconcile all open balances as well as PPA’s
       that will occur related to all CP’s.


• Forecast and collect all incoming cash as well
       as making sure payments go out according to BP’s contract terms.


• Making sure all issues are escalating to upper
       management for nonpayment, late pays, short pays and all adjustments that
       may come across.

 

Dynegy - Provides electricity, natural gas, and natural gas liquids
to wholesale customers in the United States and to retail customers in the
state of Illinois.

 

Real Time Trader - November
2003 – December 2004

 

• Assess on hourly basis ERCOT supply/demand
       conditions and projected market/weather conditions.


• Manage hourly position given expected
       risk/reward view.


• Assess reasonableness of multi-zonal load
       forecasts and develop updated forecasts based on current and expected
       weather conditions.


• Execute transactions in the ERCOT, MIDWEST,
       and WEST hourly market to mitigate risks and improve portfolio costs.


• Optimize Dynegy’s market supply position in
       accordance with ERCOT protocols and accepted business practices.


• Collect and analyze data pertaining to
       electric transmission system, power plant output, and supply disruptions.


• Schedule bilateral energy and ancillary
       capacity and exercise call options.


• Communicate with ERCOT ISO, other regions,
       marketers, counter parties, plant personnel, generation entities, day
       ahead optimizers, traders and power/gas schedulers.


• Document all decisions for transactions, load
       forecasts, portfolio risk positions, and portfolio optimization.


• Perform daily checkout of all required tasks


• Confirm deal accuracy and assist Accounting
       group with settlement issues.

 

Sr. Trading Power Physical
Analyst III – September 2003 – November 2003

Member of a 10-person
analyst group, within the Power Marketing division, which provides analytical
support for our Power & real time traders.

• 
  Ensure timely
  and accurate invoicing of electricity sales related to ISO’s, options, swaps,
  and transmission.
• 
  Perform
  accurate cash forecasting and review of common AR/AP customers
• 
  Enhance
  working capital position through timely cash collection and accurate cash
  application
• 
  Reconciliation
  of customer accounts and timely identification and booking of prior period
  adjustments
• 
  Assist in
  analyzing and reporting financial impact of adjustments, escalating to trader,
  credit, legal departments.
• 
  Interact with
  Customers and the Commercial Organization to resolve contractual issues
• 
  Reconciling
  Customer payments to invoices in a timely fashion
• 
  A/R
  maintenance and reconciliation; collection of cash as it relates to Basis,
  Options, Swaps, and pennultments.
• 
  Provide timely
  responses to inquiries from internal and external customers
• 
  Interact
  effectively with all trading personnel within the Midwest, Southeast,
  Northeast, West, along with Ercot in their respective regions.
• 
  Analyze and
  communicate current condition of Balance Sheet Accounts
• 
  Review
  Contracts & properly implement within the billing system
• 
  Pursue special
  projects to support Commercial staff & internal department productivity.
• 
  Responsible
  for Transmission (Electric) portfolios that are related to the Midwest &
  Southeast regions.
• 
  Resolve all
  discrepancies that are related to Real Time Trading of all commodities that are
  being trading.
• 
  Assisting with
  financial commodity broker fees that are related to our trading business &
  resolving all settlement issues.
• 
  Assisted with
  all Risk Mark to Market valuations with EOD desk to ensure all physical and
  financial deals had been captured and accounted for in balancing books for
  Dynegy.

 

 Center Point
(Previously Reliant Energy) – One of the largest combination electric and gas
companies in the U.S.

 

Supervisor/Gas Trading Accounting – August
2001- September 2003

Supervisor of a 20-person
analyst group, within the Gas marketing division, which provides analytical
support for our Gas Traders as well as gas schedulers.

• 
  Lead Project Manager with implementation of
  the Energy Trading Risk Management System ($12million) with the assurance that
  all trades, deals, along with scheduling is entered and captured in a timely
  & organize fashion that is commodity related.
• 
  Responsible
  for implementing as well as maintaining the Caminus Risk Management system
  ensuring our profit/loss margin of error is minimal along with providing back
  up support to our Risk dept for any problems or questions that are risk related
  to Caminus.
• 
  Participate in
  market related issues that involve operational or risk related factors that are
  responsible for overall results of each trading unit.
• 
  Lead Project Manager between Mid, Front, and Back Offices to resolve Risk
  Analysis discrepancies related to daily P&L.
• 
  Review &
  analyze new contracts to ensure all risks & exposures within the contracts
  are properly identified.
• 
  Ensures all
  transportation and fuel rates and volumes are correct as well as process
  nominations and confirmations.
• 
  Actualize
  & Reconciles volumes & pipeline Imbalances.
• 
  Monitor,
  verify & process gas transportation invoices for payment as well as monitor
  EBB for any gas activity.
• 
  Perform
  pipeline volume allocations, transportation charges as well as netback price
  verification.
• 
  Reconciled
  over $250MM trade book to all financial trade transactions that may be Risk
  related as well as other commodities.
• 
  Communicate
  with counterparties the delivery status of deals and deal flow, as well as
  reconciling A/R & A/P.
• 
  Prepare
  Financial Statements, credit risk exposure, risk management & monthly
  Reports for the Traders to ensure accuracy of all trades daily for Profit/Loss.
• 
  Analyzed
  assigned Gas accounts to ensure that they are compliance with
  GAAP/Regulatory/State & Federal requirements.
• 
  Monitors
  pipeline imbalances as well as reconcile entries between general ledger &
  upper level management.
• 
  Assist with
  gas schedulers, traders, risk control, settlements group, & logistics with
  volume discrepancies within the trading group as well as swap analysis &
  derivatives.
• 
  Scheduled and
  nominated natural gas for 2 years on various pipelines throughout the U.S.
• 
  Responsible
  for daily & monthly volume/actual reports on assigned pipeline locations.
• 
  Work with Gas
  Traders as well as other Schedulers on risk control, pricing, & P&L
  based on market movement.
• 
  Month-end
  close as well as preparing financial statements relating to P&L for all gas
  trading activities.
• 
  Verify &
  resolve all trade discrepancies with all natural gas traders as well as 3^rd
  parties.
• 
  Evaluate and
  monitor FAS 133 hedge position to establish and maintain hedge effectiveness.

 

Equiva Services LLC - a joint crude and products
venture petroleum company by affiliates of Shell & Texaco, which provide
services for its other, partners Equilon Enterprises & Motiva Enterprises.

 

Lead Financial Accounting Analyst II   - July 2000 – August 2001

Member
of a 16-person analysis group, within the Gas marketing Retail division, which
provided all the analysis support for Equiva Trading and Crude Products.

• 
  Reconcile over
  15 Gas accounts every month keeping track of all transactions from daily
  trading that may affect the account balance from the previous month making sure
  they are in balance and in compliance.
• 
  Analyzed
  assigned Gas accounts to ensure that they are compliance with Equiva's
  accounting policies & procedures.
• 
  Analyzed
  Balance sheet variance reporting, monthly group status of accounts reporting
  including working with Consolidations group as well as Traders for profit/loss
  adjustments.
• 
  Supervised
  staff of 10 on Preparing Financial Statements & Reports for the Traders to
  ensure accuracy of all trades daily.