Experienced accounting professional with strong background in gas industry financial management. Proven ability to enhance financial reporting accuracy and streamline accounting processes. Known for effective collaboration and adaptability in dynamic environments. Expertise in financial analysis and regulatory compliance.
Overview
23
23
years of professional experience
5
5
years of post-secondary education
Work History
Regulatory Analyst
Creel and Associates
Houston, TX
02.2018 - 03.2024
Gathered, reconciled, and analyzed source data to prepare filings and payments (ONRR Federal/Indian -OGOR and MMS 2014) and (Louisiana Royalty and Severance)
Received, researched, and resolved consumer inquiries.
Researched and analyzed current and proposed state and federal regulations to ensure accurate and timely regulatory filings.
Analyzed and prepared prior period adjustments and filed amended returns.
Managed relationships with regulatory agencies and acting as a liaison between the company and various governing bodies.
Assisted clients in regulatory compliance, remedies, possible actions, and audit completion by providing detailed documentation and demonstrating adherence to regulatory requirements.
NGL Analyst
Texon, LP
Houston, TX
09.2013 - 03.2017
Reconciled run ticket deliveries to market allocations, recorded volumes, verified demurrage, and resolved variances.
Responded to the operator about gauging, lease volume, and crude quality inquiries, and resolved discrepancies.
Prepared oil, NGL, Butane, and Natural Gasoline invoice statements and volumetric allocations, confirmed contract terms, and reconciled net settlement discrepancies.
Responded to third-party inquiries and document requests and resolved any variances or discrepancies.
Collaborated with various departments, including marketing, scheduling, contract administration, and third parties, to ensure a precise monthly settlement process.
Contributed to the transition from manual Excel generation to an ETRM system generated (Entero).
Identified an accounting error that resulted in a $50,000 increase in revenue for the company.
Senior Settlement Analyst - Revenue
Atmos Energy Marketing, LLC.
Houston, TX
04.2013 - 09.2013
Confirmed volume and price data, conducted thorough contract evaluation, prepared natural gas sales invoices, and resolved discrepancies with third-party and intercompany counterparties prior to monthly settlement.
Maintained effective working relationships with trading, marketing, contract administration, and third-party counterparties.
Oversaw invoicing for approximately 170 invoices per month with a total revenue of $16,500,000.
Assisted in quarterly audits by KPMG (Sarbanes-Oxley compliance) and Ernst & Young (financial compliance).
Consistently met deadlines in a fast-paced environment, prioritizing tasks effectively to ensure timely settlements.
Participated in the three-month parallel ETRM system conversion from Allegro to Endur.
Settlement Analyst - Actualization
Atmos Energy Marketing, LLC
Houston, TX
08.2001 - 04.2013
Performed daily inventory reconciliation and conducted gas revenue accounting, including volume allocation, valuation, and actualization.
Collaborated with scheduling, marketing, trading, and contract administration to ensure accurate settlements.
Verified transaction data (Allegro) matched third-party statements and confirmed monthly net settlement with counterparties.
Prepared monthly gas storage, COGS, balance sheet, variable expenses, and intercompany cost allocation analysis.
Conducted monthly P&L variance analysis and reported financial impact to management.
Found a no-notice storage nomination error on Columbia Gas Transmission's EBB, resulting in the return of one BCF of gas inventory.
Identified a volumetric cash-out error on Columbia Gulf Transmission's EBB, saving the company $60,000 in cash-out fees.
Accounting Clerk
Atmos Energy Marketing, LLC
Houston, TX
08.2001 - 01.2005
Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
Assisted in a trading system conversion from OGYS to Allegro.
Resolved customer inquiries related to invoices, payments, and account balances.
Prepared invoice coding and input journal entry data.
Supported management by processing invoices and documents with consistent on-time delivery.
Managed and responded to correspondence and inquiries from customers and vendors.