May 2024 - Present
Engineered Alteryx workflows to modernize SOX compliance controls, replacing legacy Excel macros and reducing report generation time from 8 hours to 3 minutes.
Served as Lead Business Analyst for the Trade Limits Project, completely redesigning system logic trees and implementing automated daily summary notifications for limit owners.
Spearheaded the Front Office integration of the ElectronX exchange, collaborating with developers to configure automated deal ingestion into the ETRM.
Served as the primary Zema point of contact for Houston, configuring data processors, coordinating plugin deployments with IT, and leading troubleshooting efforts.
Acted as the sole Front Office Tools (FOT) analyst in Houston, providing critical, real-time technical support for the entire trading and operations group.
Led multiple training sessions to upskill team members on internal Front Office applications and 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)