Project Manager Management
Resume:
Mark Blake
Katy, Tx *****
Ph: 281-***-****
SUMMARY
Mark has over 11 years of professional advisory management experience in the energy and utilities sector. Experience in various areas of developing and implement sales as well as business development strategies for revenue growth opportunities. Responsible for providing advisory support for strategic and tactical efforts based upon recommendations along with development of various clients’ etrm selection process and implementation. Experience in creating and leading proposals, functional and technical leadership along with the ability to lead and mentor others on the senior management team. Ability to identify growth areas with current clients as well as coordinate the development of future business around the upstream/downstream process of energy clients. In addition to having experience as an Etrm consultant as well as a Project Manager, he also possess a strong background in various commodity areas of risk, accounting, treasury, credit, along with vendor software knowledge of endur, solarc, nucleus, allegro and others.
Trading technology, Etrm consultant,
Budgeting/Forecasting, profit/loss, G/l
Clear quest, Quality Center, Toad, Financial Reporting
Account Analysis/Hedging, Swaps, Options, Basis
Endur, Nucleus, Allegro, PeopleSoft, nMarket
SAP, Oracle, Business Objects, Altra, Java Bus Dev/Marketing of ETRM software systems
Strong problem-solving & analytical ability
Excellent Interpersonal/Communication Skills
MS Word, Excel, PowerPoint, Access
Ability to prioritize assignments, & meet deadlines.
Project Management/Implementation experience
EDUCATION
Jesse H. Jones School of Business, Texas Southern University - BBA – Business/Finance - May 2000.
EXPERIENCE
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 – 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.
• Lead the development and execution of account planning strategies while leveraging knowledge of product, pricing strategies and competitive activity.
• Provide a leadership and oversight to senior management team members regarding deliverables, project plans and performance management in the advisory practice of financial risk management.
• Responsible for supporting and exceeding the strategy development, corporate initiatives, and the establishment of best-in-class advisory practices.
• Serve as a leader in recruiting and retention efforts to grow/develop the practice as well participate in the proposal process for potential engagements.
• 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.
• 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, 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.
• Identify operational process improvements consistent with a Strategic thinking planning model and implement commensurate business process changes and controls related to both physical and financial energy transactional processing for future business growth.
• Tasked with bringing in gross revenue of $1-3million annually per proposal for present and future engagements of various clients across the energy space.
• Write and present to clients’ clear and concise reports as well as proposals (RFP) and presentations containing meaningful recommendations related to vendor selections.
• Develop customized business process workarounds in lieu of "out of the box" system gaps for etrm systems.
• Develop test business cases and User Acceptance Testing (UAT) scripts as required for system production.
• Design and document risk report specifications and data requirements as well as document customized user manual and conduct system end-user training.
• Assist with project management of engagements as well as assisting with the engagement management process for etrm vendor implementations.
• System and process design projects, encompassing business and technical requirements, process design, end-user testing and training, and internal control and regulatory compliance.
• Project risk management, go-live readiness, and post-implementation health check review projects, incorporating company policies and procedures, process effectiveness, project management, and system administration.
• Lead project to design and deploy test sets for a large North American energy trading firm’s implementation of a new ETRM system. Test requirements included validation of multiple automated data import and export feeds connecting to other in-house and 3rd party applications.
Accenture - Global management consulting, technology services, and outsourcing company for Fortune 500 companies.
Senior Consultant/Manager- 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.
• Developing and testing detailed functional designs for business solution components and prototypes
• Supervising application build, test, and deploy activities within all energy sectors of the business unit per the client.
• Planning and executing data conversion activities (e.g., test data) that will enable the client to go live for future date.
• 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 and the Endur Security team in preparation of the go live process.
• Help finalize a testing approach and test preparation activities for Security Testing with in Endur.
• Develop test cases and User Acceptance Testing scripts as required using Q.C. (Quality Center)
• Raise issues to the Security team and manage the test deliverables to make sure progress is being made.
• Manage and supervise team of 650, while on clients’ site to achieve maximum productivity for various assignments.
• Day to Day management of project deliverables while on clients site.
• Serves as an ETRM industry subject matter expert in the field of expertise as it relates to software implementation.
• Leads clients through all functional phases of implementation according to vendor’s requirements.
• Responsible for creating training material for internal customer’s to best use the product as it pertains to their needs.
Project Manager/ Endur Security – Shell International Trading & Shipping
• 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.
• Coordinate delivery schedule of upstream work products and dependencies to the test activities within the Atlas Program’s Integrated Project Plan (IPP).
• Coordinate / manage the testing efforts of both the onshore and offshore delivery teams.
• Coordinate the project tool usage across the delivery teams (requirements, scripts, defects, automation).
• Develop, maintain, and report project plan metrics to other Project Managers on the team.
• Work and coordinate with the application support groups within Shell to ensure the changes and test implementation scripts are in place and properly supported.
• Leads and assist other project manager’s through the design, test, development and implementation stages of the software from vendor.
• 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.
• Responsible for putting together and preparing documents of all costs, benefits, and other resources needed for the entire scope of the project presently and for future if need be.
• Responsible for managing and guiding project activity to ensure the highest quality of professionalism is being obtained as well as to ensure target and completion dates are being met and all results are expected by the client.
• Working with and coordinating with the vendor through the selection process all way through final implementation of the desired product to ensure that proper guidelines and procedures are being followed including managing the schedule, budget, risks, staffing, and other things that may arise.
• Ensuring that we are in compliance with all of IT policies, procedures and other rules that relate to the project that are relevant to ensure each release phase has been met and all goals have been obtained.
• Manage project budget in excess of $22.5 million for 3year implementation role out plan for client.
Infosys Technologies - Business Consulting and strategic IT services outsourcing - A leading technology service provider and partner for Global 2000 companies.
Senior ETRM Consultant/Manager- 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.
• Provided appropriate input to the manager for planning & scheduling around the ETRM products related to Endur, Cmotion and Gmotion, Nucleus, Nmarket and other energy commodity software’s.
• Provided Bus Dev/Marketing strategies when choosing the right ETRM software product for the business that will enable the client to maximize profit and reduce loss.
• Provide Design solution for projects as it relates to what the business is asking or requiring to the development team.
• 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.
• Provide a methodology and technical solution to what the client wants to achieve and what is the best way to achieve it.
• Provided technical and functional leadership in development/ implementation/maintenance projects per clients’ request.
• Proactively understand challenges and issues as well as Make recommendations to improve techno-functional solutions and workflows.
• Responsible for training all Infosys Technology people on the required energy products i.e. gas, power, oil, swaps, Nymex to better understand what is expected when going to client site for project.
• Provide technical support during build, Test and Deploy the complex enhancements/customization of certain energy products as it is needed.
• Adhere to the project plan & schedule that both parties have set to meet certain deliverable goals.
• Provide Subject Matter expertise as well as create all required documentation along with ppt. in specific ETRM product space to ensure that the information has been obtained with full understanding.
• 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.
• Assist in detailing the functional architecture of the application during Knowledge Acquisition and Knowledge Transfer.
• Participate in Portfolio Rationalization initiatives to better improve the process.
• Create and manage all documentation on domain understanding of all energy products that BP was responsible for.
• Perform ad-hoc functional analysis where ever required to ensure the accuracy of the information was being obtained and was being implemented.
• Managed team of 150 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.
Project Manager/Business Analyst
• Lead Project Manager of Cross Border Transactions ($15million) as it relates to Gas and Power across U.S. and Canada, reporting directly to V.P. of Shell Energy North America.
• Recommended all staffing levels to ensure coverage is sufficient and that all deadlines and goals are being met.
• Implementation of software through Citrix web base portal to support our Gas and Power Trading platform as well as Crude and Products using Nucleus and Endur.
• Responsible for ensuring all Date Roll processes for Risk EOD was ran properly and all deals have been captured.
• Resolve and ensure all data was being captured in Nucleus and Endur along with Energy Credit.
• Analyze and document the application test results and communicating with test teams, application owners and developers regarding results and recommended solutions.
• Escalate urgent problems requiring more in-depth knowledge to the appropriate development team within in house resources for further coding.
• Troubleshoot application and system failures along with resolving issues that arise regarding all Trading activities using Sequel.
• Produced detail specifications, conducted user acceptance testing along with implementing all user change request as it relates to Endur, Nucleus, Data Warehouse, and Energy Credit.
• Provide AVS Scripting for all Backend Fixes using Java, Visual Basics, Sequel, and TOAD.
• Query and Run all scripts as it relates to Endur and other ETRM systems for day to day operations.
• Developed and Maintained all new scripting and code freeze changes related to Sybase and other energy trading systems.
M&A Custom Homes
Custom Home Builder – September 2005 – May 2007
• Custom home builder for potential clients who may want to construct a home in the Houston Area
IBM
Gas Sales Accounting Analyst – January 2005- August 2005 (Contract)
• Responsible for over 85 CP’s of gas sales invoices and purchase statements that are related to current month as well prior months.
• Responsible for making sure payment are made timely and payment is confirmed with CP’s.
• Reconcile all open balances as well as PPA’s that will occur related to all CP’s.
• Forecast and collect all incoming cash as well as making sure payments go out according to BP’s contract terms.
• Making sure all issues are escalating to upper management for nonpayment, late pays, short pays and all adjustments that may come across.
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 - November 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.
• Collect and analyze data pertaining to electric transmission system, power plant output, and supply disruptions.
• 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.
Sr. Trading Power Physical Analyst III – September 2003 – November 2003
Member of a 10-person analyst group, within the Power Marketing division, which provides analytical support for our Power & real time traders.
• Ensure timely and accurate invoicing of electricity sales related to ISO’s, options, swaps, and transmission.
• Perform accurate cash forecasting and review of common AR/AP customers
• Enhance working capital position through timely cash collection and accurate cash application
• Reconciliation of customer accounts and timely identification and booking of prior period adjustments
• Assist in analyzing and reporting financial impact of adjustments, escalating to trader, credit, legal departments.
• Interact with Customers and the Commercial Organization to resolve contractual issues
• Reconciling Customer payments to invoices in a timely fashion
• A/R maintenance and reconciliation; collection of cash as it relates to Basis, Options, Swaps, and pennultments.
• Provide timely responses to inquiries from internal and external customers
• Interact effectively with all trading personnel within the Midwest, Southeast, Northeast, West, along with Ercot in their respective regions.
• Analyze and communicate current condition of Balance Sheet Accounts
• Review Contracts & properly implement within the billing system
• Pursue special projects to support Commercial staff & internal department productivity.
• Responsible for Transmission (Electric) portfolios that are related to the Midwest & Southeast regions.
• Resolve all discrepancies that are related to Real Time Trading of all commodities that are being trading.
• Assisting with financial commodity broker fees that are related to our trading business & resolving all settlement issues.
• Assisted with all Risk Mark to Market valuations with EOD desk to ensure all physical and financial deals had been captured and accounted for in balancing books for Dynegy.
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.
• Participate in market related issues that involve operational or risk related factors that are responsible for overall results of each trading unit.
• Lead Project Manager between Mid, Front, and Back Offices to resolve Risk Analysis discrepancies related to daily P&L.
• Review & analyze new contracts to ensure all risks & exposures within the contracts are properly identified.
• Ensures all transportation and fuel rates and volumes are correct as well as process nominations and confirmations.
• Actualize & Reconciles volumes & pipeline Imbalances.
• Monitor, verify & process gas transportation invoices for payment as well as monitor EBB for any gas activity.
• Perform pipeline volume allocations, transportation charges as well as netback price verification.
• Reconciled over $250MM trade book to all financial trade transactions that may be Risk related as well as other commodities.
• 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.
• Analyzed assigned Gas accounts to ensure that they are compliance with GAAP/Regulatory/State & Federal requirements.
• 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.
• Responsible for daily & monthly volume/actual reports on assigned pipeline locations.
• 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.
• Verify & resolve all trade discrepancies with all natural gas traders as well as 3rd parties.
• Evaluate and monitor FAS 133 hedge position to establish and maintain hedge effectiveness.
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 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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