Project Manager
Resume:
Mark Blake
Katy, Tx *****
Ph: 281-***-****
**********@*****.***
SUMMARY
Mark has over 14 years of experience working as an IT Risk and Project Management professional for major oil and
gas energy clients as well as financial institutions. Experience includes the understanding of technology processes
around change management, business process redesign, security operations as well as application control functions for
various vendor software. Experience in Data Analysis and research, project lifecycle with regards to various
methodology methods for all implementations as wells as system upgrades for various clients. Ability to effectively
lead and deal with change when working across different business units and also understand requirements of a system
and to relate that information to various business units.
Trading technology, Etrm consultant, Bus Dev/Marketing of ETRM software systems
Budgeting/Forecasting, profit/loss, G/l Strong problem-solving & analytical ability
Clear quest, Quality Center, Toad, Share Point Excellent Interpersonal/Communication Skills
Account Analysis/Hedging, Swaps, Options, Basis MS Word, Excel, PowerPoint, Access, Office
Endur, Nucleus, Allegro, PeopleSoft, nMarket Ability to prioritize assignments, & meet deadlines.
SAP, Oracle, Altra, Java, Toad, Sysbase, Project Management/Implementation experience
EDUCATION
Jesse H. Jones School of Business, Texas Southern University - BBA – Business/Finance - May 2000.
EXPERIENCE
Musket Corp - Musket Corporation is a privately held commodity supply, trading and logistics company
specializing in Commodity logistics, Risk Management, Fuel Wholesale Services, as well as
Market Solutions.
Senior Business Analyst/Crude and Refine Products – July 2013 – Jan 2014
• Partner with business aligned programmer/analysts, DBA, Server support and Business Aligned Technology
lead on all issues related to Solarc Right Angle related to front, back and mid-office.
• Assist in the support, maintenance and development of business critical solutions within the assigned /aligned
business units of Bio Diesel, Fuel, Nat Gas and Crude within Solarc.
• Collaborate with subject matter experts and project sponsors to determine solution options as it relates to
project scope.
• Experience with training and supporting users on Rightangle and demonstrating how the system works to
help with the various functions of day to day operations.
• Elicit requirements via various techniques and prioritize and analyze the resulting requirements of
understanding of the application development of Solarc Rightangle and the life cycle concepts.
• Clearly identify project purpose, scope, deliverables, benefits, priority, stakeholders and success criteria.
• Demonstrate interest in project management and project management software skills, including planning,
organizing and managing resources.
• Responsible for the most favorable solution approaches with some direction in an unbiased fashion agnostic
of solution origin within the agreed upon solution identification guidelines.
• Knowledge of business and technical requirements extraction, analysis, communication, verification,
validation, and methodology development.
• Basic understanding of product management and market placement as well as participating in peer reviews of
other Business Analyst’s work product in Solarc Right Angle.
CPL- Chevron Pipeline Company
Senior Business Analyst/Crude and Refine Products (Contract) – Jan 2013 – May 2013
• Formulate and define project scope for Refined Products, LPG, Crude and CP chemicals
• Responsible for supporting and training users around the Right Angle system for better use
• Responsible for documentation of all meeting minutes as it pertains to the project and formulate plan for
Right Angle support and user training.
• Maintain SharePoint site for all documentation as it relates to the various business units within the scope of
the project.
• Develop, analyze, and maintain current and future business processes regarding all risk related
implementations of Crude and Refined Products using the Agile methodology methods for Right Angle.
• Lead the functional and non-functional requirements gathering, analysis, verification, and acceptance process
for go-live for Right Angle implementation.
• Ensure that business & user requirements are translated into functional and non-functional requirement
statements that are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, and
verifiable.
• Facilitate the Request for Information (RFI) and Request for Proposal (RFP) process for vendor selection
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 Financial Risk Management – 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.
• Provide advisory support to corporate/business units to estimate and evaluate their IT risks, establish
their risk monitoring process and track action plan progress to closure around system upgrades.
• Assisted clients with Mergers and Acquisitions’ of other energy trading firms to resolve all energy
related issues around day to day operations of systems and business processes to ensure quality of
business remains.
• 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 around Allegro, Endur.
• 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, BI analysis, 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.
• Tasked with bringing in gross revenue of $1-3million annually per proposal for present and future engagements of
various clients across the energy space.
Accenture - Global management consulting, technology services, and outsourcing company for Fortune 500
companies.
Senior Business Analyst- 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.
• 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 (Shell Oil) and the Endur Security team in preparation of the go live
process using Sharepoint.
• Develop test cases and User Acceptance Testing scripts as required using Q.C. (Quality Center)
• Manage and supervise team while on clients’ site to achieve maximum productivity for various assignments.
• Responsible for creating training material for internal customer’s to best use the product as it pertains to their
needs.
• 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 as well as Agile Methodology.
• Coordinate / manage the testing efforts of both the onshore and offshore delivery teams.
• 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.
Infosys Technologies - Business Consulting and strategic IT services outsourcing - A leading technology service
provider and partner for Global 2000 companies.
Senior ETRM Business Analyst- 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.
• 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.
• Provided technical and functional leadership in development/ implementation/maintenance projects per clients’
request.
• Provide technical support during build, Test and Deploy the complex enhancements/customization of certain
energy products as it is needed and BI analysis of all data.
• 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.
• Managed team of 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.
M&A Consulting (Owner)
Contract Business Analyst – September 2005 – May 2007
• Contract Business Analyst for various Energy Clients.
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 - September 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.
• 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.
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.
• MTM accounting around Natural Gas positions on the gains and losses of the traders and how these gains and
losses were reported on realized vs unrealized
• Ensures all transportation and fuel rates and volumes are correct as well as process nominations and
confirmations.
• Monitor, verify & process gas transportation invoices for payment as well as monitor EBB for any gas activity.
• 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.
• 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.
• 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.
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 Royalty 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.
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