May 2024 - Present
Work with the business to define business/functional requirements, and ensure business validation of such requirements and consistency with the systems landscape and strategy of Trading IT.
Work with the technical team of engineers and developers on solutions design and delivery.
Prepare and execute test plans, and ensure compliance with user/business/functional specifications and IT control framework.
Create new SOX report for internal ETRM account controls.
Lead Trade Limits Project, updating system logic to calculate daily/weekly/monthly limits of TL owners.
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)