Results-driven Principal Analyst with expertise in invoicing and reconciliation. Focused on process improvements that streamline operations and enhance financial reporting accuracy. Leverages data analytics and leadership to drive efficiency in fast-paced environments.
Overview
23
23
years of professional experience
Work History
Principal Analyst Wholesale Operations- E4
Constellation Energy Generation
Baltimore
01.2015 - Current
Validate and reconcile all energy commodity transaction data for regional owned and contracted units used in the accurate reporting to external government agencies, Independent System Operators, and Power Marketing groups.
Invoiced counterparties for all commodities accurately and on time, contributing to financial integrity and cash flow management.
Verified daily trades and settled positions with trading counterparties, tracking and resolving discrepancies to ensure accuracy of Daily Profit Statement.
Participate in the identification and assessment of the overall risks within the Corporation.
Collaborated with teams in Operations, Risk, Financial Accounting, FP&A, and Power Marketing.
INDIANA AMA- Analysis of Gas Flow. Tracks daily/monthly activity Pipeline activity through detailed imbalance files.
Provide Trading/Scheduling w/ volume breaks on daily nominations.
Liaison between Vectren and Exelon Scheduling/Trading.
Tracking/Invoicing monthly volumes for Vectren AMA through detailed daily/monthly analysis of gas flow including storage volumes, fees and penalties.
Daily/monthly trade entry into Endur (formerly Glass and Deal Capture) for AMA activity.
CLNG - Analysis of Gas Flow including liquid/vapor. Contract analysis.
Processing invoice activity for 3rd parties through Endur, Pipelines and COS transactors/providers.
Provide support to CLNG Trade Desk.
Provide monthly filing activity for Legal for customer activity.
Monthly Filing Canada/US (Wholesale Ops)- Enter/Track monthly volume and P&L through DOE (Department of Energy) and AER (Alberta Energy Regulator) Provide detailed filing support for Legal.
Facilitated workshops to identify and implement best practices, enhancing process improvements across teams.
Facilitated workshops focused on best practices for data collection and storage.
Collaborated with internal teams to define KPIs and develop metrics tracking systems.
Developed and implemented strategic plans for a team of analysts.
Performed ad hoc analyses utilizing various statistical methods.
Conducted research on industry trends to inform decision making processes.
Assessed current tools used by the analytics team and recommended new solutions based on cost and benefit analysis.
Senior Operations/Invoicing Analyst
Integrys Energy Services
Arlington
01.2013 - 01.2015
Manages/coordinates the receipt and delivery of gas between parties (suppliers, producers, marketers, pipelines, customers).
Arranges for delivery of natural gas to customers on a daily basis.
Ensures that all gas purchases/sales have an applicable supply and receipt point.
Identified incremental gas capacity and supply availability to meet daily demand.
Collaborated with gas utilities/suppliers to minimize imbalances and reduce penalties.
Tracked physical gas flow through spreadsheets reflecting contractual movement of gas.
Works with accounting to ensure that all invoices reflect accurate data.
Processed invoices for retail gas customers to ensure accurate billing.
Supervisor, Customer Operations-Gas
Pepco Energy Services
Arlington
01.2003 - 01.2013
Supervised team of 3 in managing collections for gas operations, driving accountability and performance.
Ensured quality control of bills for natural gas customers, including large government accounts and small retail businesses, enhancing billing accuracy.
Troubleshot customer issues, producing reports and reconciliations for upper management to inform decision-making.
Collaborate with Accounting Department reconciling and adjusting collections, researching issues affecting Accounts Receivable.
Verify accuracy in pricing, ensuring correct volumes and dollar total along with accurate invoice set-up.
Analyze financial impact on business and unit, identifying any positive drivers to revenue.
Perform contract research and examination.
Staff Accountant / Customer Operations Analyst
Pepco Energy Services
Arlington
01.2003 - 01.2013
Managed critical accounting functions including invoicing $10M monthly client billing, reviewing contracts, maintaining 1K+ client database, creating billing spreadsheets, verifying billing information, reconciling discrepancies with gas schedulers, and generating invoices.
Collected $10M in company revenue by resolving outstanding issues with Aged AR.
Implemented internal billing system to manage $100M annual client base effectively.
Dramatically streamlined billing process—reducing billing time from 30 days to 10 days— by creating Excel billing templates.
Code and input invoices to update AR general ledger, produce batch reports, and run tapes supporting internal and external audits.
Coordinated gas management efforts during 2014 winter season to address operational challenges.