Financial leader who ensures quality reporting and regulatory compliance for energy and utilities industries. Adaptable and versatile. Rapidly shift functionality in response to emerging corporate needs. Recognized for strong project leadership, steering teams, and departmental initiatives yielding significant quality, efficiency, cost containment, and compliance improvements.
o Accounting: commodity accounting (power, gas, oil, coal), derivative accounting, general ledger, tax and Sarbanes-Oxley compliance.
o Billing and Settlements: Successfully managed wholesale settlements and retail billing operations. Experienced with a variety of ETRMS platforms as well as SAP and Safari.
o Regulatory Compliance: FERC EQR, Form 1 Form 2, Form 552, as well as various public service commission and EIA filings.
o Financial Planning and Analysis: Budgets, strategic plans, forecasting and management reporting.
- Accounting Systems
- Budgeting & Forecasting
- Business and Strategic Planning
- Corporate Tax
- Forecast and Projections
- IRS Representation
- Individual Tax
- Multi-State Operations
- Multi-State Tax Issues
- Operational Analysis
- Offers In Compromise
- Sales & Use Taxes
- Starting a Business
- Small Business Plan/Issues
- Sub Chapter S Corporations
- Energy and Environment Issues