Daniel Bowes
Matthews,NC
Overview
15
15
years of professional experience
1
1
Certification
Work History
Wholesale Account Manager
Duke Energy
03.2018 - Current
- Negotiate and administer complex joint ownership agreements while consulting various subject matter experts to optimize contract terms and ensure compliance
- Interface with accounting and billing departments regarding monthly/annual billing and financial reporting. Resolve ad hoc financial data requests and questions from wholesale customers
- Proactively identify potential items of conflict or concern from customers, develop messaging to internal and external stakeholders and facilitating resolutions
- Review existing joint ownership and wholesale contracts for situational application and change of law impacts
Financial Analyst
Duke Energy
07.2015 - 03.2018
- Assisted in capital financial planning and analysis for fleet of nuclear energy plants with an annual budget exceeding $1 billion, including the design and compilation of monthly, quarterly, annual and ad hoc reports
- Prepared monthly nuclear fuel accrual journals, account reconciliations, allocations analysis, and year-end projections
- Provided financial support for nuclear fuel capital, nuclear-related IT projects, Environmental Health & Safety, and audit/rate case inquiries
- Financial lead for spent fuel reimbursement proceedings with the Department of Energy tasked with compiling relevant accounting, providing requested supporting documentation, responding to DOE inquires, and maintaining spent fuel reimbursement accruals
Staff Auditor
McMillan Pate & Company LLP
09.2014 - 07.2015
- Assisted in conducting of comprehensive financial audits, reviews and compilations for a variety of industries including not-for-profit entities, childcare facilities, construction companies, as well as employee benefit plans
- Performed internal control and substantive testing for all areas of balance sheet and income statement
- Proposed journal entries, drafted financial statements and related footnotes, maintained fixed asset database and discussed audit findings with managers and clients
Data Collections Associate
Crossmark
10.2012 - 02.2014
- Performed various inventory tasks at retail stores in Charlotte area for clients such as Nabisco and Coca-Cola
- Performed audits of CVS pharmacies to ensure compliance with federal regulations
- Maintained 100% on-time completion of weekly and monthly task deadlines
Professional Services Consultant
Aderant
07.2011 - 12.2011
- Provided both on site and remote services to global client base in support of business management software
- Interacted with multiple levels of firm associates and employees of clients and assisted with project management
Education
Master of Science - Accounting
University of North Carolina At Charlotte
06-2014
B.A. - Economics, Exercise and Sport Science (Double Major)
University of North Carolina At Chapel Hill
05-2011
Certification
Certified Public Accountant, North Carolina Board of Accountancy January 2016
Timeline
Wholesale Account Manager
Duke Energy
03.2018 - Current
Financial Analyst
Duke Energy
07.2015 - 03.2018
Staff Auditor
McMillan Pate & Company LLP
09.2014 - 07.2015
Data Collections Associate
Crossmark
10.2012 - 02.2014
Professional Services Consultant
Aderant
07.2011 - 12.2011
Master of Science - Accounting
University of North Carolina At Charlotte
B.A. - Economics, Exercise and Sport Science (Double Major)
University of North Carolina At Chapel Hill