May 2024 - Present
Facilitate the onboarding and setup of new ISO markets by establishing business rules and validating deal importation accuracy.
Lead the front-office integration of the electronX exchange, configuring and overseeing automated deal ingestion into the ETRM.
Act as the primary IT liaison for the Houston Front Office, translating complex trader requirements into actionable technical specifications for global development teams in Paris and Geneva.
Manage the end-to-end lifecycle for US ETRM system enhancements, from initial design and QA testing to coordinating User Acceptance Testing (UAT) with trading desks and overseeing final production deployment.
Design and maintain Alteryx workflows to modernize SOX compliance controls, replacing legacy Excel macros and actively reducing report generation time from 8 hours to 3 minutes.
Serve as the Lead Business Analyst for the Trade Limits Project, redesigning system logic trees and automating daily summary notifications for limit owners
Act as the primary Zema point of contact for the Houston office, configuring data processors, coordinating plugin deployments, and spearheading complex troubleshooting efforts.
Conduct comprehensive training sessions to upskill team members on internal front-office applications and enforce standardized processes.
November 2021 - April 2024
Construct Process Flow Diagrams and create SOP for new LOBs to best capture E2E business processes.
Oversee validation of all counterparties’ tax formulas during Superfund Tax implementation. Cross-examine chemical products from IRS with ETRM data to validate products sold at each location.
Designed and built a QlikView dashboard to review Dodd Frank regulatory reporting by comparing the various fields in ETRMs to reporting in ICE.
Spearheaded dual currency setup for new business in Canada. Identified and resolved invoicing issues internationally.
Examine systems for exposure related to new US Sanctions. Validate voyage history and sanction activity flags in place.
March 2018 - November 2021
Salesforce Design/Implementation Project Team Member.
$1.7MM demurrage cost avoidance in 2019; $1.6MM demurrage cost avoidance in 2020.
Cleaned up $1.2MM in claims over 4-month span after gaining ownership of a book. Pushed timebar from 89 days to 30 days.
Led Endur training for NA Demurrage group and hosted 2 sessions focusing on unsettled events.
Summer 2016
Utilized IMOS system and interfaced IMOS/Veslink systems to support daily operations and reporting
Generated invoices to champion successful flow of operations
Analyzed Post-Fix demurrage costs to create recovery claims for charters
Consistently performed in the Top 20th Percentile of peers (2019 – 2023)
Appointed Demurrage SME by team lead (2020)
First place in New Professional Network NBP Challenge (2019)