Financial Planning & Analysis

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J. SCOTT PARKER

Fort Worth, TX • 817-***-**** • ***************@*****.*** • linkedin.com/in/0jscottparker0 Profile Summary

Senior Finance Professional with 25+ Years of Experience Driving Financial Results Experience includes Large to Middle Market Companies, Public, Private Equity, Growth, and Turnaround Situations Summary of Qualifications

• Financial Planning • Key Performance Indicators • Profit Improvement Plan

• Financial Modeling • Reporting & Analytics • Trend Analysis

• Strategic Planning Initiatives • Ad-hoc Reporting • Financial Reporting

• Budgeting/Driver-Based Forecast • Data Mining • Variance Analysis Professional Experience

Caregiver, Inc Fort Worth, Texas (2021-2023)

Caregiver, Health Care Provider of Long-Term Support Services to People with Intellectual and Developmental Disabilities.

$200M in Annual Revenues; Private Equity Owned; Operated by Executive Management Team Director, Financial Planning & Analysis

o designed/produced Monthly Business Results packages separately for multiple states and provided updates to the executive management team with both financial and operational results o worked to establish trusting relationship with state leaders across the company and responsible for providing guidance while interpreting financial results o produced monthly MD&A report deck and delivered to the BOD/executive team members o managed DSP wage pass-through process, created model w/targeted rates & measured compliance o developed a team of financial professionals that used operational drivers to evaluate performance Ambit Energy / Vistra Energy Dallas, Texas (2013 – 2020) Ambit Energy, a retail electric provider that sells electricity and natural gas to customers in 75+ U.S. markets, in addition to markets in both Japan and Canada. Ambit Energy, a privately owned company, served approximately 1M customers and produced $1.2B in annual revenues. Vistra Energy, the parent company of TXU Energy purchased Ambit Energy in November 2019. Completed a four-month transition period. Senior Financial Analyst

o managed financial planning calendar, coordinated w/budget managers, & developed budget inputs o designed and implemented Adaptive Planning, a cloud-based planning/reporting solution o developed contribution margin reporting at the market level used to evaluate strategic initiatives which led to the exit of several non-profitable markets and increased EBITDA run rate by $15M o created Billed WASP reporting platform which created visibility into pricing performance trends and measured potential exposure based on incumbent pricing compared to guaranteed savings plan products offered in most markets

o produced numerous financial models, operational reports, and ad-hoc solutions 2

J. SCOTT PARKER (cont’d)

Fort Worth, TX • 817-***-**** • ***************@*****.*** • linkedin.com/in/0jscottparker0 o

Direct Energy / First Choice Power Irving, Texas (2007 – 2012) Direct Energy, a retail electric provider that sells electricity to customers in ERCOT market and across the United States. Direct Energy, based in Houston, Texas, purchased First Choice Power in November 2011. Completed a six-month transition period.

First Choice Power, a retail electric provider that sells electricity to its customers in ERCOT market. First Choice Power, a subsidiary of PNM Resources, served approximately 225k customers and produced $500M in annual revenues. Manager Financial Forecasting & Reporting (2011 - 2012) Senior Financial Analyst (2007 – 2010)

o developed and presented the annual operating plan to executive management o worked with executive leadership team in determining strategic objectives o produced monthly business results packages which were trended and compared to plan o designed and distributed monthly scorecard of key performance indicators o specialized in financial modeling associated with business opportunities and product offerings o created a marketing channel profitability model used to evaluate performance o designed profit & loss statements by channel/channel partner/agent for commercial sales team PNM Resources Fort Worth, Texas (2005 – 2007)

PNM Resources, an integrated electric utility company, positioned in a shared service organization that provided support to First Choice Power (FCP) and Texas-New Mexico Power (TNMP), both subsidiaries of PNM Resources. PNM Resources purchased both FCP and TNMP from TNP Enterprises in June 2005. Project Manager / Senior Financial Analyst

o developed operations and maintenance portions of annual operating plan and quarterly re-forecast o produced monthly financial reports for both TNMP and FCP and presented to leadership team Texas-New Mexico Power Company Fort Worth, Texas (1996 – 2005) Texas-New Mexico Power Company, a subsidiary of TNP Enterprises, a traditional transmission and distribution utility company that delivered electricity to its customers in Texas and New Mexico. Positioned in a shared service organization that provided financial support to First Choice Power, Texas-New Mexico Power Company, and TNP Enterprises. Senior Financial Analyst (1999 – 2005)

Financial Analyst (1998 – 1999)

Accountant (1996 – 1998)

o produced financial forecasts for Texas-New Mexico Power Company o managed budget preparation, analyzed budget inputs, produced annual budget review packages o presented budget review package to corporate executives o successfully designed, implemented, and trained end-users on an Oracle-based projection system o received a MAD “Making A Difference” award for the successful design and implementation of an Oracle-based budgeting system; trained over 150 budget users across multiple locations Education

Bachelor of Business Administration (BBA) in Accounting, University of Texas at Arlington, 1995 Computer Skills

• Adaptive Insights • Oracle Financials • Hyperion Essbase • M/S Excel

• Tableau Reporting • PeopleSoft Financials • MyEureka (Query Tool) • M/S PowerPoint

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