Summary
Overview
Work History
Education
Skills
Timeline
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Jack Helling

Spokane

Summary

Early‑career power‑market professional pivoting from operations administration into Power Settlement Analysis. Hands‑on experience reconciling ISO/RTO settlement statements, validating bilateral trades, and resolving invoice discrepancies at Shell Energy.

Overview

4
4
years of professional experience

Work History

Office Manager & Power Settlements Trainee

Shell Energy
07.2023 - Current
  • Assigned to Power Settlements team (Sep 2024 – Present); reconcile daily CAISO settlement statements against trade tickets, identifying and correcting discrepancies.
  • Maintained strong client relationships by communicating settlement details, addressing inquiries, and ensuring mutual agreement on financial terms.

Sales Representative

Verizon
09.2022 - 07.2023
  • Helped customers find the right product or solution to meet their needs and followed up on inbound leads to generate both B2C and B2B sales opportunities.
  • Coordinated with business manager to arrange appointments or meetings with small business clients.
  • Used KPIs and sales metrics to evaluate my performance and make necessary adjustments.

Billing Specialist

ENGIE Impact
05.2021 - 08.2021
  • Ensured that late bills, missing bills, and bill discrepancies were resolved in a timely manner and met daily call and email quotas.

Education

B.B.A - Marketing

Whitworth University
05.2021

Skills

  • Advanced Excel (pivot tables, dynamic arrays, macros) & Power Query
  • Invoicing & Settlements
  • Excellent coachability
  • ERP / ETRM Systems (SAP, Endur)
  • Stakeholder Communication with Traders, Schedulers & Accounting

Timeline

Office Manager & Power Settlements Trainee

Shell Energy
07.2023 - Current

Sales Representative

Verizon
09.2022 - 07.2023

Billing Specialist

ENGIE Impact
05.2021 - 08.2021

B.B.A - Marketing

Whitworth University

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Jack Helling