Manager Analyst
Resume:
Lori Shelton
**** *** *** **** #****, Houston, TX 77081
****.*******@*****.***
PROFESSIONAL EXPERIENCE
**/** - ******* ******** *******
Houston, TX
Commodities Settlements Manager
03/09 - Present
. Managed the settlements team for North American based clients
for products including:
o Financial power, gas, oil, refined products, pulp and
paper, and metals
o Physical power, gas and emissions
. Built and expanded the settlements team by tripling the size
of the team and monthly settlements within two years
. Improved the relationships with trading, sales, logistics,
and other teams within Barclays by working with each team in
defining how settlements could provide better service. Held
team members responsible for professionalism, while
encouraged and assisted in educating them on the business in
order to improve their knowledge and communication with other
teams.
. Took ownership of organizing the processes and procedures for
asset management deals for Barclays physical gas business
o Continually worked with trading, logistics, legal,
product control group (pcg), and confirmations to ensure
all groups were communicating on complex features of the
asset management deals
o Point person on all discrepancies and unexpected charges
passed between clients and pipelines
o Provided excellent client service to our asset
management customers, pipelines, and upstream and
downstream clients
. Responsible for the Subject Matter Expert (SME) role in the
OpenLink Endur (OLE) Back Office Desktop (BOD) implementation
for the financially settled derivatives globally
o Worked in London for 5 weeks testing, troubleshooting,
defining processes, and documentation
o Continued to be the point person for the America's while
training employees on new system, refining processes,
and resolving all issues related to OLE's BOD
o Communicated with Technology and Operations leads in
Singapore and London daily to share knowledge, issues,
and more efficient processes
06/06 - 03/09 Merrill Lynch Commodities, Inc.
Houston, TX
Scheduler for Physical Gas
05/08 - 03/09
. Nominated daily gas flow for Tennessee Gas Pipeline
o Strategically scheduled flow of gas on Tennessee Gas
Pipeline based off of the trades transacted for base
load, swing, and intraday trading
o Communicated with traders and schedulers (both internal
and external) to guarantee accuracy of nominations,
knowledge share including pipeline restrictions and
available capacity, and continual updates of gas flow
and cuts
o Ensured timely decisions were made in the high stress
atmosphere in order to guarantee the gas was flowing as
cost efficient as possible on owned capacity as well as
met nomination deadlines on the pipeline several times a
day
o Worked with storage facilities, pipeline interconnects,
and power plants to guarantee upstream and downstream
clients were provided premier service by reducing cuts
. Assisted accounting with recent and aged discrepancies
o Researched and resolved inconsistencies between our
scheduled volumes and our clients' volumes when
presented by the back office
o Worked with middle office to resolve current day and
current month discrepancies in our system
o Balanced daily internal strategies for all deals
associated to Tennessee Gas Pipeline
. Communicated with pipeline representatives and continually
educated myself with Tennessee Gas Pipeline
Product Control Analyst for Crude Oil and Refined Products
06/07 - 05/08
. Produced daily P&L for the Residual Fuels, BTU, Management
and London books
. Assisted traders with issues on trades, positions, curves,
amendments, and systems
. Key person in implementation of OpenLink Endur (OLE) version
8.0 for the Crude and Refined Products financial business
o Ensured Residual Fuel, BTU and Management Books were
accurately presented in OLE before, during and after
implementation, while simultaneously running books in
retired system
o Completed broker checkouts for all Crude and Products
cleared trades daily while paralleling our two systems
and also developing the new global process for broker
checkouts in OLE
o Worked with developers daily on inaccuracies found in
reports, tasks, and trades in OLE
. Took responsibility as Lead in broker checkouts globally for
Crude and Products
o Resolved inaccuracies between our trades and the
clearing broker's trades twice daily (morning and
evening)
o Worked globally daily with traders, accounting,
confirmations, and settlements with all questions
relating to cleared trades
o Trained co-worker on new process using OLE and assisted
in developing a new tool
. Checked daily curves for accuracy, reasonable curve shift,
and worked with trading by addressing and resolving
inaccuracies
. Responsible for running the end of day process in OLE which
included loading curves, checking for errors on trade
details, troubleshooting, and starting the calculations of
all crude and products books
Project Analyst
08/06 - 06/07
. Worked 30 hours a week while taking 15 hours a semester my
senior year
. Contributed to testing SolArc Right Angle (SRA) and OpenLink
Endur (OLE), and assisted in creating the user manual for SRA
. Participated in weekly meeting discussions with project
manager and business leads while obtaining meeting notes and
ensuring organization and sign off from proper business
personnel
Summer Intern - Analyst
06/06 - 08/ 06
. Developed and presented team project on Ethanol with analyst
internship class
o Researched whether ethanol would be a commodity MLCI
should consider trading in the future
o Provided information on cost and benefits for both
physical and financial trading based on expected supply
and demand
. Worked five weeks as a Project Analyst for the OLE and SRA
implementation project
. Worked five weeks as a Derivatives Accounting Analyst
o Mapped and tested a referential table for exchange
products
o Helped with morning reconciliation process with exchange
transactions
o Created mapping for exchange product limits as well as
helped define process for identifying and notifying mid
and front office on exchange limits
EDUCATION
University of Houston, C.T. Bauer College of Business, Houston, TX
Bachelor of Business Administration in Accounting
Graduation May 2007
SKILLS
Strong commodities background in back, middle and front office. Continually
improving processes, identifying inefficiencies, and providing premier
client service. Ability to manage team members while also managing numerous
projects. Technical skills include Microsoft Office, OpenLink Endur, SolArc
RightAngle.
ACTIVITIES
2011 Leading first Houston Barclays Team for Leukemia and Lymphoma
Society - Team in Training (LLS TNT)
2006-2009 University of Houston Undergraduate Recruitment Team at
MLCI
2007-2008 Summer analyst mentor at MLCI
2008 Big Brothers Big Sisters Bowling for Kids Steering Committee at
MLCI
2008 Women's Professional Network 2007 at MLCI
2004-present Delta Sigma Pi Professional Fraternity
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