STRATEGIC ENERGY PROCUREMENT/EFFICIENCY MANAGER
A talented and strategic business professional with extensive energy procurement, efficiency, contract negotiation, business development and wholesale market experience
PROFILE
Strategic Energy Professional: Strong initiator of contract negotiation/administration, energy procurement (Electric, Natural Gas, Propane, Gas, Etc) project and program management, coordinating hedging risk strategies, wholesale electricity verticals, thorough knowledge of FERC/NERC, various tariff, ISO’s and compile rules/regulatory and compliance’s filing documentations. Adept at penetrating new markets and establishing successful business programs. Outstanding presentation, leadership, negotiating, closing and communication skills. Serve as POC to Internal/External alliances for various market tariffs, regulatory commissions, compliance boards, vendors, reliability councils, and engineers. Excellent audit and reporting qualifications. Creator of energy training sessions and compliance workshops for policy and procedure measurements. Extensive presentation delivery and press release writing experience.
PROFESSIONAL BACKGROUND
Home Base Business
Nanotech Fuel Global Distributor 08/2009 – Present
Provide Government Agencies, School Districts, and Businesses with Small, Medium and Large size fleet with Carbon Footprint & Fuel Savings Solutions. Utilize cold calling methods to generate lead opportunities to ultimately present prospective clients with a solid fuel savings presentation. These presentations consist of solutions to save 18% to 25% or more on Fuel Cost and Decrease Emissions from 40 to 50% to meet new 2010 Environmental Protection Agency protocols and laws. ROI’s are thoroughly explained to each prospective client on a case by case bases.
The Electric Reliability Council of Texas ERCOT (ISO) 3/ 2007 –8/2008
Wholesale Client Services Account Manager
Provided market participants with strategic market guidance as a one point of contact for managing business transactions and relationships. Educated and updated market participants with processes for registration and qualification, market rules, protocols, nodal configuration and settlements. Worked with the participants to develop the account, support daily business transactions and assisted with future planning.
Ensured new participants a smooth transition into the ERCOT market place, and offered a variety of ERCOT market services. Provided support for the market participant navigating the registration and qualification processes and assistance with the qualification for ERCOT programs. Assisted market participants with load and participation renewable energy credits and transmission congestion rights. Coordinated site visits, plan development Nodal Training classes, one-on-one training and education Contact management Help with issue resolution Business Transaction Support. Promptly and effectively to expedited market participants day-to-day needs. Responded to ad hoc inquiries, managed disputes and evaluated issue patterns. Assisted with market participants with communications for day-to-day operations. Proactively identified new opportunities for business improvement through training or process changes recognizing potential needs and responding with solutions. Plan management, as the market participant’s needs evolved, anticipated crucial changes and assisted in the market participant planning new solutions. Identified issues that would require a concerted and organized approach to achieve resolution. Planned and scheduled actions to address specific business needs. Organized meetings to address important topics and issues, documenting any feedback on ERCOT performance in meeting the market participant’s needs. Targeted opportunities to improve service as a wholesale account manager and made sure that the market participant’s individual needs were met. Posses extensive and a broad-based knowledge of the electricity market and can draw on the specialized know-how of ERCOT subject-matter experts to address specific questions and issues.
U.S. Department of Homeland Security 12/ 2005 - 12/ 2006
Energy Efficiency Manager - CONTRACT
(CONTRACT POSITION) U.S. Department of Homeland Security , Indianapolis , IN DEC.2005-OCT 2006 Energy Efficiency Manager Plan , direct , manage , coordinate procure and manage efficiency efforts to meet purchasing requirements for ( Electric , Natural Gas , Gas , Propane , Water , Wind and Solar ). Coordinate (RFQ) purchasing requirements, specifications, and ( SOW ) scope of work statements with operational personnel to ensure precise understanding of needs . Conduct wholesale market research to ascertain market support capabilities and prices. Lead the training of rules and regulatory process of policy & procedures to update quality measurements. Monitor markets to ascertain most advantageous buy opportunities to optimize strategic cost savings. Evaluate building energy performance by site visit, field measurement, energy performance analysis, and / or other methods. File all compliance reports and implement new policy procedures. Recommend strategies and analysis for financial electric / natural gas deals to hedge contracts. Evaluate gas / strategy / methodologies to support gas trade decisions. Solicit contractors / suppliers, evaluate proposal, negotiate terms and conditions, and award contracts. Manage contract compliance, administer established contracts, and maintain performance measurements. Write recommendations to internal staff and director on procurement strategies and market trends. Provide consultative and advisory services to project staff participants. Establish / maintain close working relationships within (Accounting, Legal, Project Development, IT Staff) and contractors / suppliers providing product and services. Frequent facilities to support field purchasing requirements and conduct site audits. Participate in multifunctional teams to conduct demand planning, identify operational requirements. Develop solutions to measure and monitor quality of data inputs, calculations, forecast results and develop procurement strategies to hedge risk . Conduct market analysis to ascertain market price, forecast cost savings and product availability trends. Solicit and evaluate supplier proposals (RFQ's), negotiate contractual terms and conditions. Responsible for transactions services and products support, operational needs plus management of processes in line with existing / establishing corporate policies and procedures. Compiled regulatory filing documents and maintained computerized files to support all documentation systems. Manage $7M monthly energy budget to maximize efficiencies, identifying risks and implement plans.
DYSIS/U.S. Department of Homeland Security, Indianapolis, IN Dec. 2005- Oct 2006
Energy Efficiency Manager (CONTRACT)
• Plan, direct, manage, coordinate procure and manage efficiency efforts to meet purchasing requirements for (Electric, Natural Gas, Gas, Propane, Water, Wind and Solar).
• Coordinate (RFQ) purchasing requirements, specifications, and (SOW) scope of work statements with operational personnel to ensure precise understanding of needs.
• Conduct wholesale market research to ascertain market support capabilities and price trends.
• Lead the training of rules and regulatory process of policy & procedures to update quality measurements.
• Monitor markets to ascertain most advantageous buy opportunities to optimize strategic cost savings.
• Evaluate building energy performance by site visit, field measurement, energy performance analysis, and/or other methods.
• File all compliance reports and emplement new policy proceedures.
• Recommend strategies and analysis for financial electric/natural gas deals to hedge contracts.
• Evaluate gas/strategy/methodologies to support gas trade decisions.
• Solicit contractors/suppliers, evaluate proposals, negotiate terms and conditions, and award contracts.
• Manage contract compliance, administer established contracts, and maintain performance measurements.
• Write recommendations to internal staff and director on procurement strategies and market trends.
• Provide consultative and advisory services to project staff participants.
• Establish/maintain close working relationships within (Accounting, Legal, Project Development, IT Staff ) and contractors/suppliers providing product and services.
• Frequent facilities to support field purchasing requirements and conduct site audits.
• Participate in multifunctional teams to conduct demand planning, identify operational requirements.
• Develop solutions to measure and monitor quality of data inputs, calculations, forecast results and develop procurement strategies to hedge risk.
• Conduct market analysis to ascertain market price, forecast cost savings and product availability trends.
• Solicit and evaluate supplier proposals (RFQ’s), negotiate contractual terms and conditions.
• Responsible for transactions services and products support, operational needs plus management of processes in line with existing/establishing corporate policies and procedures.
• Compiled regulatory filing documents and maintained computerized files to support all documentation systems.
• Manage $7M monthly energy budget to maximize efficiencies, identifying risks and implement plans.
• (ASPECTetrm) Energy: Trade Management, Risk Management and Financial Operation Management.
State of Indiana, Lt. Governors Office Energy Division, Indianapolis, IN Feb. 2005-Dec. 2005
Energy Program Manager/Analyst
• Recommended planning, developed the administration of programs, systems, and work processes.
• Performed critical mission and support activities to the organization energy initiatives.
• Maintained constant communication with various Energy and Environmental directors and staffs within the Department of Energy, manufacturers, service providers, representatives and federal government agencies on all matters related to the organization’s supported objectives.
• Promoted alternative/renewable energy sources (soy, solar, biomass, geothermal)
• Led the training of rules and regulatory process of policy & procedures to update quality measurements.
• Coordinated events with associations, businesses, government agencies, and identification activities.
• Served as liaison between energy department, private industries, associations, and government agencies on fossil fuel projects (Coal, Gasoline, Propane, Natural Gas, and Crude Oil).
• Developed an Energy Cost Savings and Environmental Benefits Calculation programs to analyze results of Energy Recycling Projects.
• Assist in Settle measurement court reporting proceedings.
• Implement open access to Tariff’s related to policies and procedures, access to transmission system in accordance with Tariff’s.
• Maintain compliance with transmission and ancillary service requests
• Assisted ERO Financial Officer to develop budget programs.
• Served on relevant committees and advisory groups.
• Attended monthly PIO (Project Info Officer) meetings with Lt. Governors Direct Departmental personnel.
• Monitored State of Indiana compliance fleet provisions stated in the Energy Policy Act of 1992.
• Attended Recycling and Energy Development Board meetings and staff meetings.
• Reviewed existing/newly passed state and federal government transportation and legislative energy laws.
• Maintained working knowledge of energy technologies and energy markets.
• Researched Energy Contracts for analytical purposes.
• Abstracted and summarize technical information.
• Wrote State of Indiana Lt. Governors Office Energy Group press releases.
Power Brokers Energy Consultant, Dallas, TX Feb. 2004 - Feb. 2005
Energy Procurement Consultant
Delivered commercial and industrial consultation, supply chain strategy, sourcing criteria, market and supplier evaluations, proposal evaluation criteria and purchase recommendations for strategic critical projects, materials and services so that client can make informed decisions.
• Managed a book of business consisting of commercial and industrial clients.
• Proactively identify and understand each client’s needs in order to facilitate consultancy opportunities.
• Implemented C – level business development initiatives through contractual commitments.
• Identified, developed, sourced, negotiated, and managed long term preferred business relationships.
• Analyzed requirements, developed procurement strategies and planned commercial, industrial and technical requirements to support critical business needs.
• Implement open access to Tariff’s related to policies and procedures, access to transmission system in accordance with Tariff’s.
• Recommended strategy and analysis for financial electric natural gas deals to hedge deals.
• Evaluate gas/strategy/methodologies to support gas trade decisions.
• Updated a rules and regulatory database of policy & procedures to update quality measurements.
• Developed/managed and various wholesale market sourcing and procurement polices and procedures.
• Negotiated major project and construction initiatives and various price modeling contracts.
• Purchase high value and strategic power and commodities.
• Maintain compliance with transmission and ancillary service requests
• Managed, developed, prepared, reviewed, distributed, issued and maintained; approved vendor lists, sourcing strategies, terms & conditions, requests for proposals, evaluated criteria, and contracts.
• Developed best practices and improvements evaluations of entire process from acquisition to disposal.
• Reviewed electric utility structures, policies, procedures, tariff rules and regulations.
• Analyzed and implemented financial, cost saving and ROI strategies.
TXU Energy, Dallas, TX Jan. 1999-Feb. 2004
Sr. Account Manager
• Supported deal closure processes with large business clients utilizing a variety of resources to obtain usage histories, finalizing deal capture and generating customer prices.
• Maintained customer services levels by working with customers to obtain account information, provide contract pricing and resolved account issues.
• Ensured adherence to regulatory and government guidelines in maintaining customer accounts.
• Ensured an accurate and timely process for maintaining customer account information & closing pricing transactions.
• Implement open access to Tariff’s related to policies and procedures, access to transmission system in accordance with Tariff’s.
• Maintain compliance with transmission and ancillary service requests
• Monitored rules and regulatory processes of policy & procedures to update quality measurements.
• Generated and presented regular and ad hoc reports regarding customers accounts and sales processes.
• Worked with organizations throughout TXU Energy & CGE to ensure customer accounts are handled efficiently and accurately & customer issues were resolved in a timely manner.
• Remained current on competitive intelligence and energy industry wholesale market trends.
• Closed deregulated energy services transactions in support of the direct sales force.
• Prepared proposals & presentations to formulate offers to customers.
• Worked with contract negotiation efforts & credit groups to prepare customer offers.
• Assisted in the training efforts of new Account Managers.
• Provided team leadership in the absence of the Director.
• Assisted in managing relationships with Channel Partners.
Microsoft Corporation , Dallas, TX Feb. 1995 – Jan 1999
Customer Service & Sales Representative/ Helpline Supervisor/ Technical Account Manager
Customer Service & Sales Supervisor Helpline Supervisor Technical Account Manager Sold Microsoft technical support contracts and software licensing to B2B customers in an assigned geographic region. Supervised multiple responsibilities and tasks in a sales / technical support environment. Managed Supervised, Mentored, and Facilitated coaching sessions and training sessions for staff. Provided team productivity reports and feedback to unit managers, customer service reps, quality assurance teams, and technical support teams. Fielded customer escalations to meet customer satisfaction goals and resolved customer issues. Resolved internal technical support issues of sales staff and customer service reps. Coordinated, monitored and facilitated code writing calls with Microsoft Engineers and B2B customers. Product/Services Sold: MS Licenses & Technical Support Contract Customer.
EDUCATION
College of Engineering / University of Illinois at Urbana – Champaign (Online) 06 – 2011 (B.S. in Energy Engineering)
Bachelor of Science – Communications Texas Christian University 1989 - 1993
COMPUTER SKILLS
Microsoft Office Professional Edition -Word, Excel, Access, PowerPoint, Outlook, Publisher, Front Page
Microsoft Windows 95, 98, 2000, NT Workstation & Server, and Windows XP Business Edition
EMS, e-Tag, Word Perfect, Lotus Notes & Lotus 123, Corel, Quattro – Pro, Siebel, Sap, Goldmine, Wipro, Unix, Novell, Oracle, People Soft, Oilspace (Aspect ETRM).
NukeJobs is a nuclear jobs board that provides nuclear job seekers access to international directories of Nuclear Employers, Nuclear Resumes and Nuclear Jobs such as Nuclear Engineer Jobs, Nuclear Construction Jobs, Nuclear Power Plant Jobs, Nuclear Medicine Jobs, Nuclear Pharmacy Jobs, Nuclear Security Jobs, Nuclear Physics Jobs, Nuclear Reactor Jobs, Nuclear Material Jobs, Nuclear Safety Jobs, and Nuclear Waste Jobs.