CHRIS PETERSON
EDEN PRAIRIE,MN
Summary
Senior Treasury Analyst with successful leadership experience in finance, cash management and risk analysis. Strong background in the project management process, financial forecasting and process improvement.
Overview
19
19
years of professional experience
Work History
Senior Analyst
Xcel Energy
01.2018 - Current
- Ensure financial well-being of the Company by overseeing financing needs at a high level (including short/long term debt and cash/investments) and making need-based transaction decisions
- Ensure financial security for projects by working with partner banks to issue Letters of Credit
- Partner with internal Risk team and internal business areas including Business Systems (Technology), Distribution, Energy Supply, and Transmission to review projects over $15M to forecast costs, identify risks, prepare presentations and ensure adherence to financial governance
- Also coordinate and lead project review meetings for a VP-level audience at the Investment Review Committee
- Project implementations – led project team for Bloomberg software implementation in Treasury Department, supported implementation of Kyriba treasury management system by assisting in system design, process improvements and testing
- Forecasted interest rate risk and developed a 5-year forecast provided monthly to Company Treasurer, utilized for financing activities such as bond issuances and capital structure management
- Partner with internal Regulatory team to provide information to Public Utility Commissions for rate case proceedings in jurisdictions including Colorado, Minnesota, New Mexico and Texas
- Trained internal partner business units in the Investment Review Committee financial governance process
- Provided analysis of LIBOR to SOFR interest rate transition to current Company CEO
Labor/Benefits Costing Analyst
01.2017 - 01.2018
- (Negotiations)
- Supervalu (Acquired by UNFI in 2018, Supported a team of union contract negotiators throughout the process of contract negotiations for a grocery wholesaler
- Analyzed cost implications of wages, health and welfare, and retirement packages to create savings for the company
Securities Analyst
Wells Fargo Corporate Trust
01.2010 - 01.2016
- Analyzed complex Trust Indenture legal documentation to create payment calculation workbooks using Microsoft Excel, to ensure flawless processing of waterfall payments (up to $800M) on payment dates
- Improved existing processes and eliminated errors through the creation of new efficiencies and automation across multiple systems
Margins Analyst
Wells Fargo Investments
01.2009 - 01.2010
- Analyzed retail investment account activity to ensure compliance and identify potential financial risk
- Placed/removed trading restrictions when warranted and processed investment account cash transactions
Operations Specialist
Wells Fargo Investments
01.2007 - 01.2009
- Ensured all outgoing transfer requests were executed in an accurate and timely manner
- Researched and resolved client inquiries and exception requests
Operations Specialist
Wells Fargo Investments
01.2005 - 01.2007
- Processed incoming brokerage account transfers using cash movement and securities settlement systems
- Followed up with financial institutions to ensure fastest processing time for the best possible client experience
Phone Banker
Wells Fargo Bank
01.2004 - 01.2005
- Performed cash transactions and referred products by analyzing customer profiles
- Earned awards for outstanding sales and customer service
Education
BBA - Finance, Investment and Banking, International Business Studies
The University of Wisconsin
2003
Liberal Arts Studies
The American University
2000
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Gustavus Adolphus College
2000
Skills
- Bank Relationship Management
- Capital and Resource Allocation
- Cash Management
- Change Management
- Database Building
- Emerging/Renewable Technologies
- Executive Reporting/Presentations
- Financial Accounting/Analysis/Forecasting/Modeling
- High Value Portfolio Management
- Industry Trend Analysis
- Intercompany Reconciliations
- Kyriba/TWS (Treasury Management Systems)
- Legal Documentation
- Letters of Credit
- Microsoft Access/Excel/PowerPoint
- Process Improvement
- Project Review/Implementation/Management
- Public Utilities Commission Knowledge
- Risk Management
- Sales
- SAP
- Systems Analysis
- Template Creation/Management
- Treasury Operations
- Utility Capital Structure Management
- Utility Industry Regulatory Knowledge
Timeline
Senior Analyst
Xcel Energy
01.2018 - Current
Labor/Benefits Costing Analyst
01.2017 - 01.2018
Securities Analyst
Wells Fargo Corporate Trust
01.2010 - 01.2016
Margins Analyst
Wells Fargo Investments
01.2009 - 01.2010
Operations Specialist
Wells Fargo Investments
01.2007 - 01.2009
Operations Specialist
Wells Fargo Investments
01.2005 - 01.2007
Phone Banker
Wells Fargo Bank
01.2004 - 01.2005
BBA - Finance, Investment and Banking, International Business Studies
The University of Wisconsin
Liberal Arts Studies
The American University
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Gustavus Adolphus College
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