Power Bi Senior Accountant

SUMMARY

Mid-Career finance professional, Texas CPA, with 20-year experience in Energy Finance and Accounting with strong background in understanding of financial products and 6 years of experience with Large Corporations in Derivative and hedge accounting. Advanced Excel users with recent knowledge of Open link, Power Bi, and recent experience with working on Internal Audits and tax compliance. Started Career with major public accounting Firm.

EXPERIENCE

Internal Revenue Service- TEGE Feb 2024 to Present

Working knowledge in reviewing and approving or denying 1023 EZ and 1023 long form

Completed two weeks of EO determination training in Cincinnati in April 2024

Complete entire process in reviewing, researching and applying tax law in order to come up with determinations

Daily use of MEDS, EDS, TEOS, OFAC, and IDRS IRS systems.

Transamerica Financial Solutions: Licensed Agent ( Side Business) Sept2023 to Present

Discuss with client regarding identifying financial needs

Assist presentation of introduction of company business model and mission

Invite contacts to attend presentations and present financial solutions to clients for consideration

CONTRACTING, Houston, TX June 2023 to August 2023

Mansfield Energy: Senior Accountant

Full Cycle accounting responsible for booking general ledger accounting entries using Sage software

Resolve unreconciled account activities between subledger Ez lease with GL to catch up to date

Prepare balance sheet reconciliation for leases and AP accrual

Work in inventory reconciliation and cycle count

Extensive audit experience in coordinating prepared by client schedule and SOX account owner of Risk management accounts.

Reliance: Senior Accountant-Mid office Nov 2022 to Feb 2023 (Contract to Perm ended)

Update forward curve and support trading desk on a as needed basis relating to price quotes, calculation of tank mark and tracking of physical inventory.

Manage reconciliations and analyses of complex accounting functions, which may include inventory, cost accounting and accruals.

Support credit team with daily update of Finance clearance working with operation for physical moment of crude commodity and prepare daily pnl on realized and unrealized profitability and MTM accounting on refined product.

Subject matter expert for derivative accounting pronouncement with working with legal, treasury, trading and internal and external audits.

Working with IT in India to support CXL/Endur trading system working with price quotes and forward curves and TAS

Intertek, Houston, TX 2020 to Aug 2022

Senior Business Analyst

Take the lead in helping billing team improve on time invoicing by trouble shooting and resolving bottleneck resulting in improvement from 68% to 85% invoiced in the span over six months.

Work in accounting, auditing, tax, financial, legal, or other work that required knowledge of and skill in applying the accounting principles, professional accounting and related fields and skill in communicating and dealing effectively with stakeholder from CFO to various accounting and finance personnel.

Work with deferred taxes, determine tax liability of businesses, or corporations. I am familiar with applying pertinent parts of the Internal Revenue Code and related regulations and procedures and conducting comprehensive analytical examinations. Make determination and redetermination, or audit, on liability for Federal taxes.

Prepare journal entries, balance sheet reconciliations and relevant supporting schedules and tax reporting for franchise tax and property taxes

Recover over $85k of vendor charges by working closely with legal, AP, and operations on charges initially deem unrecoverable.

Experienced in the design, development, operation, or inspection of accounting systems such as SAP and application of accounting standards, policies and requirements, the examination, analysis and interpretation of accounting data, records or reports. Work could also include developing comprehensive accounting and financial information systems in concert with recognized accounting theory and practices in accordance with FASB work that includes creative, analytical, evaluative, and interpretive accounting pronouncements.

Support the development, implementation and testing of controls and processes across the organization; internal audit, accounting, lease accounting, and prepare schedules for audits and coordinate prepared by client schedule by acting as liaison to the branches (FPA function)

Key contributor of Full accounting Cycle close by streamlining and develop template for ease of accrual calculation of run rate for utility charges and gain 50% time saving. Automate excel charts update by taking a four-hour manual process down to two- hours with use of VBA code and macros

CONTRACTING, Houston, TX 2016-2020

Intuit: Tax support as Tax expert (Tax Season) 2020-2020

Oxy: Fair value Accounting, Full cycle accounting close, HISD: Budget 2019-2020

Shell: Technical Accounting, working on derivatives and technical accounting relating to trading 2018-2019

Life Energy: work with tax department on compilation for financial audit and preparation of support

for real estate and franchise tax (13 months) 2017-2018

Repsol: Full cycle accounting close, Derivative, working with crude commodity (6 months) 2016- 2017

BP., Houston, TX 2011 – 2016

Planning and Performance Analyst

Provide performance and planning analysis for the BP Solar and BP GCRO by leading and facilitating Quarterly Performance Reviews by monitoring actual performance versus forecast, identifying key business drivers, and providing detailed explanations.

Lead, influence and manage relationships by coordinating 6+ staff to successfully deliver GCRO and Finance Entity Plan.

Compile and analyze financial data for net margin calculation and reporting involving working on allocations.

Analyze competitor by retrieving data from financial engine from CIQ by utilizing power points and charting and gathering analyst comments and outlooks for various solar companies.

Provide support for compilation of financial forecasts relating to management of BP trust relating to the 2010 Deepwater Horizon accident.

Dynegy Inc., Houston, TX 2006 – 2011

Senior Commercial Analyst

Analyzed and reported weekly market trend and pricing for power generation and natural gas for top executive management by obtaining understanding of market conditions, fundamentals, and risk exposures.

Performed special analysis to meet the needs of traders, risk control reporting, asset management, planning, and investor relations.

Calculated and presented results relating to In-Market Availability of power plant generation and work with various complex financial models (Endur) to capture plant performance and benchmarks.

Worked with plant operational accounting group in answering operational results and performance activities relating to pricing.

Researched and implemented complex FAS 133 derivative accounting issues including ineffectiveness, hedge accounting, and proper accounting treatments; conducted monthly analysis of MTM P&L and balance sheet for Gas, Power, and Emissions.

Achieved significant process improvement resulting in one day saved in preparation of consolidation of Risk management roll- Forward, MTM P&L by month and balance sheet analysis.

EDUCATION

Rice University, Jesse H. Jones Graduate School of Administration, Houston, Texas 1991-1993

M.B.A. - Finance and Accounting,

Ernst & Young, Houston, TX ( Left to attend Rice MBA program) 1989-1991

University of Houston-Clear Lake, Houston, Texas 1987-1989

B.S. - magna cum laude; Phi Kappa Phi, Accounting

CERTIFICATION: Texas CPA, Charter Financial Analyst

IT and Key Skills: NetSuite or similar ERP, Peoplesoft, Sage, Open Link,, PowerBI. Excel, Discounted Cash Flow model, (Pivot table, lookups, Index Match, Macros, Basic VBA), SAP, Access, Sage

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