Customer Sales
Resume:
Dawn Remaley
West Palm Beach FL, 33406
Phone: 412-***-**** (Mobile)
Email: ****.*******@*****.***
WORK SUMMARY
Five years of experience in managing, monitoring, and evaluating the purchase strategies of 35 large industrial plants, food store chains, and retail outlets’ electricity portfolios. In addition, five years of financial analysis experience in managing, analyzing, and verifying product revenue and volume changes for seven sites across the country, including RPI reasonability, large timing issues and/or fluctuations.
SKILLS
Commodity market knowledge – energy segment
Data analysis
Computer literacy (Excel, Excel – Macros/Visual Basic, Word, Outlook, PowerPoint, Adobe Acrobat, Internet, Internet Metering Sites)
ERM/Crystal Report/Sales Logix System proficiency
Written and verbal communication
Training and ongoing communication with regard to specific job functions and product services
PROFESSIONAL EXPERIENCE
Cups & Cones Diner. Tallahassee, FL
Owner /CFO 2011-2012
Created the business logo and other successful marketing materials resulting in, as high as 20% increase in overall monthly sales.
Oversee revenue and expenses on a daily, weekly, and monthly basis.
Create and maintain the company balance sheets, cash-flow, and P&L statements.
Manage daily cash and credit card balances.
Research additional products and vendors to help grow and expand the business.
Manage daily, weekly, and monthly inventory.
Manage duties of 4 employees.
Direct Energy. Pittsburgh, PA
Electricity Portfolio Strategist ERCOT (Texas)
Portfolio Strategy 2005-2010
Manage 35 Portfolios (15,000 – 415,000 annual MWhs)
4 years of managing the daily portfolio analyst’s job duties, including periodic training.
Provide ERCOT ISO expertise and market intelligence to internal Business Managers, prospects, and new and existing customers.
Communicate specific market knowledge, by providing daily and weekly updates of the energy complex, including: Crude, NG, and electricity to new and existing customers.
Short and long term hedge strategy recommendations for large industrial and retail outlets’ electricity portfolios.
Evaluate, on a regular basis, individual customer risk tolerances and budget expectations.
Manage, analyze, and interpret the short and long term purchase strategies and results to customers.
Analyze and track the daily, weekly, and monthly customer results, as well as recommend and implement any necessary hedge strategy changes.
Provide specific analysis by zone, or aggregated, of estimated and actual monthly portfolio costs
Perform electricity load shape analysis, on a weekly basis, for all ERCOT customer portfolios.
Direct Energy. Pittsburgh, PA
Electricity Portfolio Analyst
Portfolio Management 2004-2005
Provide daily, weekly, BI-weekly, and monthly reports for customers residing in the TX, CA, MA, NY and PJM deregulated electricity markets.
Evaluate month-end portfolio costs for each specific market.
Prepare and maintain post purchase paperwork including transaction confirmations and hedge monitoring reports.
Review weekly short-term portfolio strategies.
Report portfolio results on a weekly and BI-weekly basis during scheduled customer conference calls.
Furnish long term hedge reports for specific customers.
Facilitate the resolution of customer billing issues.
Mellon Financial Corp. Pittsburgh, PA
Senior Financial Analyst/Finance-Global Cash Management 2003 – 2004
Financial Analyst/Finance – Global Cash Management 2000 - 2003
Verify accuracy of all product revenue and volume changes for seven sites across the country, including RPI reasonability, large timing issues or fluctuations on a monthly and full year basis.
Individually review for accuracy and reasonability forecast expense volume and staff related changes, by line item, site, product, and total business line.
Identify and explain variances to forecast and plan for revenue and expenses.
Provide monthly commentary for specific month and quarter versus forecast and plan.
Evaluate income statement post-closing entries for relevance to invoices and project development.
Assist with the yearly operating plan, involving preparing all expense and capital templates, including creating and maintaining depreciation schedules and reviewing all changes for reasonability.
Create ad hoc reports, on an as needed basis, to analyze trends or disconnects in the monthly forecast.
Periodically analyze and review Requests for Investments (RFI’S) and minor project requests, as well as prepare project invoices to be processed.
Maintain effective internal controls/procedures, including Aging reports and monthly reconciliations of G/L accounts.
Mellon Financial Corp. Pittsburgh, PA
Trust Accountant/GSS-Service Delivery 1999-2000
Monitor and maintain daily, monthly idle cash, and unit share balances on domestic and global institutional trust accounts.
Research and verify trade orders for mutual fund and company stock including: buys, sells, stock splits, exchanges, mergers, liquidations, dividends, rights offers, subscriptions, and other corporate actions.
Reconcile and analyze changes made to the valuation of portfolios.
Complete financial statements for cash, earnings, investment, and shareholder activity in accordance with established policies.
Derive market price per share, including share distribution rates, for portfolio valuation.
Provide timely research and fund information to investment managers on daily and monthly account activity.
Scottsdale Securities Incorporated. Pittsburgh, PA
Intern 1999-1999
Give real-time quotes to customers, current market updates, and up to the minute developments on requested stocks, as well as calculate and reiterate customer commissions on trades.
Provide customer account information on margin and cash accounts.
Execute broker verified customer trade orders on stocks, including I.P.O.’s and option contracts.
Open single and joint accounts.
Efficiently process daily paperwork, including customer deposits and payments, new account applications, IRA Simplifiers, full IRA transfer forms, IRA Distribution Requests, Option and Margin agreements, trade authorization forms, and stock certificates.
EDUCATION
Robert Morris University, Pittsburgh, PA
BS Business Administration/Major: Finance 1999
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