ANTHONY M. ADAMS
Baltimore,MD
Summary
An accomplished corporate professional with a passion for the Energy Sector and working on a transaction-based team. Experienced and knowledgeable in various areas of finance and operations. Enthusiastic about developing a carbon free future for our local and national communities.
Overview
7
7
years of professional experience
Work History
Senior Credit Risk Analyst
Exelon
03.2024 - Current
- BSC provides support functions for the Utilities including Treasury Operations, Treasury Finance, Financial Operations, Credit Risk, FP&A, and Investor Relations
- Assess and analyze the creditworthiness of customers and trading counterparties to monitor current and potential financial exposure
- Manage the Mark to Market (MTM) process for our Standard Offer Service (SOS) programs requiring margin calls and returns of collateral
- Coordinate with Energy Acquisition (EA) on counterparty collateral including cash, letter of credit, and parental guarantees
- Assist EA with the counterparty collateral requirements for their energy procurement auctions
- Collaborate with internal and external stakeholders to create and deliver presentations to senior management that include credit decisions and recommendations while highlighting top credit risks within the organization and Operating Companies (OpCos)
- Manage credit relationships with counterparties and regional transmissions organizations
- Own and manage a comprehensive watchlist of high risk, Large Commercial and Industrial (LCI) customers
- Managing the watchlist as an evergreen document
- Adding and removing customers as credit quality fluctuated
- Assess LCI customer’s credit quality by conducting market research, company research, financial statement analysis, and investigating ratings at major rating agencies
- Work closely with the relevant OpCo teams such as Credit and Large Customer Services to assess a customer deposit according to Code of Maryland Regulations (COMAR) and the OpCo tariff
- Lead analytical support of credit relationships with all OpCo’s
- Instructed teams on the font end credit process, various methodologies behind industry best practices, and Exelon’s proprietary methodology on collecting deposits for our customers
- Act as Subject Matter Expert to lead Conduct customer engagement sessions to discuss the deposit process, OpCo rules and COMAR rules surrounding deposits, and disputes
- Work closely with Legal and the OpCo bankruptcy teams to resolve customer bankruptcies, calculate pre-petition debt, and to assure our prepetition debt is covered by deposits
- Work with claims and collections to draw on noncash collateral to satisfy pre-petition debt
- Recommend credit terms and conditions for contracts with new and existing customers in wholesale commodity.
Associate Equity Product Controller
Morgan Stanley
02.2017 - 03.2022
- Overview of this division: Provides corporate, sovereign, and other institutional clients with products and services such as M&A, Sales and Trading, and Equity Underwriting and financing
- Interface and collaborate with cash equities, derivatives, prime brokerage, and balance sheet controllers, as well as management in domestic and international offices to complete reports, collect financial commentary, and prepare and present presentations to senior management
- Consult with various business unit managers and gather data regarding BU revenues and expenses; prepare detailed PnL summary reports along with comprehensive supplemental material such as pivots, graphs, and tables and provided to senior management
- Update and evaluate weekly financial resources report comprised of specific business unit assets, liquidity, capital requirements, and ratios and tracked movement of IED specific balance sheet
- Collaborate with various financial teams across the division to perform monthly and quarterly due diligence; provide month and quarter end revenue results to senior management to be included in earnings reports
- Determine client balances, legal entity revenues, joint ventures, market volumes, and specific business unit profit and loss; present findings to business units and senior management
- Completed and distributed ad-hoc reports including but not limited to revenue and expense queries for regional and business unit specific data, vendor and consulting expenses, and legal entity revenue breakdowns
- Created and submitted various journal postings to a firm-wide database for margin loans and corporate equity loan trades and products
- Conducted market research pertaining to current events, industry and company specific news, and government regulations to supplement various financial reports and controller provided revenue and expense commentary
- Updated and maintained a 2022 forecasted revenue budget for the IED division; involving daily renews and inputs to accurately project next year’s revenue and growth.
Corporate Action Research Associate
Morgan Stanley
02.2017 - 01.2020
- Performed daily research and validation of global corporate actions including cash dividends, stock dividends, stock splits, mergers, reverse splits, spinoffs, and tender offers
- Determined validity and accuracy of corporate actions by researching various market sources, examining market conditions, market volumes, and regulatory requirements
- Provided continuous support, communication, and corporate action data to multiple stakeholders including market-making groups and asset processing teams; provided precise data to ensure proper and accurate processing, payment, and pricing of assets and securities held at Morgan Stanley
- Used historical corporate action data to track and forecast future corporate action events including volume/event types; identified trends and cycles that helped predict upcoming corporate action workflow
- Forecasted corporate action data was presented to senior management to help make business critical decisions such as how to better allocate work across teams and insight into event validation errors
- Participated on control team that managed a key external vendor support group in India; trained, delegated tasks, and collaborated with the vendor team to validate and research global corporate actions.
Data Analyst
K-Force
- 02.2017
- Provided data analysis to organizations to help with day-to-day functions and business processes
- Clients: Connect Your Care, Inc., and W
- R
- Grace
- Investigated fraudulent client activities and purchases by reviewing customer accounts and monitoring purchases
- Aligned export shipments and supporting documentation including streamlining the collection of documentation and corresponding chemical shipment credentials used for distribution
- Collected critical documentation for regulatory reporting.
Education
B.S, Business - Finance
Mount St. Mary's University (MSMU)
Emmitsburg, MD05.2016
Skills
- Risk Management
- Basic Financial Analysis
- Financial statement competence
- Contract Negotiation and Review
- Microsoft Office
- Power BI
Leadership Experience
Morgan Stanley, Baltimore, MD, Peer Mentor – Summer Internship Program, Summer 2019, 2021, Mentored and coached finance intern on all aspects of the finance industry including markets and the role of Morgan Stanley; explained structure of Morgan Stanley and IED and the interconnectedness of various divisions.
Instructed the intern on how to successfully navigate a professional setting including effective time management skills, and how to properly address emails depending on the situation and audience.
Trained the intern how to assemble financial reports including client balance and market volume reports; instructed them on effective Excel shortcuts, how to create pivot tables, and incorporate into PowerPoint.
Met weekly to provide performance feedback; identified successes and areas for improvement.
Honors Awards
- Dean's List 2014 - 2016
- Dean's Scholarship 2012 - 2016
Extracurricular Activities
Mount St. Mary’s University (MSMU) Division I Men’s Tennis Team, 08/01/13, 05/01/16, Instructed 20+ young adults with intellectual disabilities as part of Special Olympics Maryland; taught the fundamentals of tennis including proper swing, score-keeping.
Timeline
Senior Credit Risk Analyst
Exelon
03.2024 - Current
Associate Equity Product Controller
Morgan Stanley
02.2017 - 03.2022
Corporate Action Research Associate
Morgan Stanley
02.2017 - 01.2020
Data Analyst
K-Force
- 02.2017
B.S, Business - Finance
Mount St. Mary's University (MSMU)