Dynamic leader with a proven track record in strategic planning and operational efficiency. Expertise in risk management and relationship building, driving impactful decisions that enhance financial performance and stakeholder engagement.
Work History
Vice President and Treasurer
6 Years 1 Month
Alliant Energy Corp. | 06.2011 - 07.2017
Oversaw corporate treasury, M&A, and strategic risk management activities aligning with strategic plan to support organizational objectives
Led financial planning, budgeting and strategic forecasting processes, ensuring fiscal responsibility, operational efficiency and maximizing return on investments and company profitability
Chaired Energy Risk Management & Trading, Investment and Transformation Committees to direct initiatives for enhanced financial performance and risk mitigation
Participated in all company Board of Director meetings and delivered numerous presentations to the Board
Presented business performance, forecasts, and strategies to investors and shareholders to ensure transparency and foster stakeholder trust
Vice President - Energy Delivery
4 Years 5 Months
Alliant Energy Corp. | 01.2007 - 06.2011
Oversaw Energy Delivery (electric and gas distribution) operations in Wisconsin, leading cross-functional team of 1,200 employees to achieve operational goals
Spearheaded strategic planning initiatives to enhance operational efficiency across multiple departments
Directed cross-functional teams to implement innovative energy solutions, improving service reliability and customer satisfaction
Facilitated organizational change to instill culture of safety, sustainability, and continuous improvement across operations
Built strong relationships with key stakeholders, including customers, bargaining leaders, vendors, regulators, and community leaders to enhance collaboration and drive long-term success
Vice President - Controller & CAO
4 Years 8 Months
Alliant Energy Corp. | 04.2002 - 12.2006
Oversaw all accounting and financial reporting activities for the company's domestic and international operations, including verifying financial reporting compliance with GAAP, IFRS, SEC, SOX, FERC, state utility commissions, and federal and state tax agency requirements
Presented financial insights and compliance updates at Board of Director and Audit Committee meetings to support informed decision-making
Established and reinforced internal control and risk management standards to safeguard company assets and deter fraud
Worked closely with external and internal auditors to ensure operational and regulatory compliance
Led implementation efforts for a new ERP system and leveraged technology to automate workflows and streamline processes
Streamlined monthly closing processes and improved business process flows to enhance productivity and drive cost reduction initiatives
Corporate Controller & CAO
1 Year 11 Months
Alliant Energy Corp. | 04.2000 - 03.2002
Assistant Controller
1 Year 11 Months
Alliant Energy Corp. | 04.1998 - 03.2000
Numerous Management and Staff Accounting Positions
13 Years 1 Month
IES Industries Inc. | 02.1985 - 03.1998
Education
Bachelor of Science - Accounting
University of Iowa | Iowa City, IA
Skills
Financial analysis
Risk management
Strategic planning
Operational efficiencies
Decision-making
Critical thinking
Team leadership
Relationship building
Certification
Certified Public Accountant (CPA)
Timeline
Vice President and Treasurer
Alliant Energy Corp.
06.2011 - 07.2017Read More
Vice President - Energy Delivery
Alliant Energy Corp.
01.2007 - 06.2011Read More
Vice President - Controller & CAO
Alliant Energy Corp.
04.2002 - 12.2006Read More
Corporate Controller & CAO
Alliant Energy Corp.
04.2000 - 03.2002Read More
Assistant Controller
Alliant Energy Corp.
04.1998 - 03.2000Read More
Numerous Management and Staff Accounting Positions
Senior Vice President and Global Treasurer at AmTrust Financial Services, Inc.Senior Vice President and Global Treasurer at AmTrust Financial Services, Inc.
Board Member : Vice-Chair, Secretary, Treasurer at Children Athletes & Artists Involved in Recreational Events (CAAIRE)Board Member : Vice-Chair, Secretary, Treasurer at Children Athletes & Artists Involved in Recreational Events (CAAIRE)
PRESIDENT/CONTROLLER/BOARD MEMBER/SECRETARY/TREASURER at San Antonio retail merchants association – SARMAPRESIDENT/CONTROLLER/BOARD MEMBER/SECRETARY/TREASURER at San Antonio retail merchants association – SARMA