Consulting professional with 30+ years of experience and accomplishment in managing natural gas and crude oil. Midstream, Marketing and Pipeline scheduling and Operations.
Product Manager / SME for Openlink Endur v8 to v.23 upgrades and Implementation
Gas scheduling via EBB's on Gulf coast, East Coast pipelines.
Overview
21
21
years of professional experience
Work History
Product Manager
Publicis Sapient
07.2024 - 11.2024
Product Manager for Openlink Endur v 23 for Natural Gas and Power. 5 month contract.
Worked with International group on set up of requirements and contract details for Phase 1 of Openlink v23 Power software.
Team Lead /SME
Essentia Advisory Partners
02.2022 - 07.2024
Designed and implemented PAL, Pooling, Imbalance, Interconnect and Unscheduled reports for v23 of Endur.
Entered ValPools
Set up templates for all instrument types (Comm-Phys, Comm-Imb, Comm-Stor, Comm PAL, CommTrans)
Configuration of Nom Create and Nom Mgmt screens
Entitlements
Pipeline, Zone and Location entries
Rate Definitions and Fees
Requirements Gathering
Daily interaction with client for requirements and testing.
WACOG calculations for Pricing Details, Injections and Withdrawals and PNL.
UAT in multiple environments
User of system wide configuration for changes and updates.
Discovered how Roll Data Back in Endur affected pricing and volumes and how it affected WACOG calculations
Authored White Paper on reconfiguration of an Endur Deal skin.
Changed personnel ID from Number to Name
Thorough understanding of SDLC
Worked daily with Technical resources using SQL
Gas Scheduler
Wells Fargo
01.2021 - 01.2022
Gas Scheduler for Transco, Columbia Gulf, TCO and Equitrans pipelines.
Scheduled all cycles, including Retro nominations.
End of Day Reports, Gas balancing, System balancing, Cashouts, Capacity Release and invoice verification.
Daily communication via ICE with suppliers, customers (internal and external) and pipelines.
Monitor and effectively communicate pipeline operational information postings externally and internally.
Resolving volumetric discrepancies via pipeline EBB
Managing pipeline imbalances and optimizing pipeline capacities.
Entering and managing nomination data in an internal energy trading risk management application, internal software Openlink Endur.
Maintaining pipeline tariff rate charges.
Act as liaison with settlements team on pipeline and storage invoice reconciliation.
Worked before/after regular working hours including work on holidays and/or weekends.
Ability to prioritize and manage multiple assignments with competing deadlines.
Proficient use and knowledge in the Endur/gMo trading application
Crude Volume Analyst (Contract)
Phillips 66
06.2018 - 01.2021
Complete monthly closing activities, including booking accruals and actuals and ensuring accuracy of entries for Marine and Vessels
Coordinate crude billing and payments for monthly settlements/net outs
Reconciling and resolving book-to-physical inventory differences
Working with external parties (pipelines, trading partners, inspection companies) and internal parties (Commercial, Midstream, Marine) to resolve price or volume discrepancies, both Intercompany and International
Supporting projects or initiatives related to refinery crude supply
Evaluate opportunities to improve processes and generate additional value to the company (Accruals for Freight)
Settlements for intercompany and third party invoices, domestic and international.
Knowledge of IMOS measurement system for Marine.
Pipeline Volume Analyst(Contract)
Cococo Phillips
10.2017 - 06.2018
Complete monthly closing activities, including booking accruals and actuals and ensuring accuracy of entries for Marine and Vessels
Coordinate crude billing and payments for monthly settlements/net outs
Reconciling and resolving book-to-physical inventory difference
Working with external parties (pipelines, trading partners, inspection companies) and internal parties (Commercial, Midstream, Marine) to resolve price or volume discrepancies, both Intercompany and International
SAP, TriplePoint CXL, Pipeline EBB's, Microsoft Office used daily.
Lead Gas Accountant (Contract)
PTP Energy Services
01.2016 - 08.2017
Facilitated the monthly accounting of crude oil, natural gas marketing, transportation, and plant processing for producers, pipelines, and midstream companies
Assisted in the monthly balancing of physical transport volumes, including volume balancing, analysis, allocation, and reporting
Analyzed monthly pipeline invoices and statements to ensure correct transport volumes/rates and allocation of reported volumes.
Analyzed pricing and actualized volumes for crude oil via vessel and pipeline for Shell Crude Canada.
Creating of third party invoices.
Entered journal entries into General Ledger for month end, quarterly, and year end close
Prepared sales invoices, purchase settlement statements, and record entries to the general ledger for the purchase and sale of natural gas and liquids hydrocarbons in Endur
Reconciled trade book and monthly close entries against financials in Endur and SAP
Reconciled crude oil Gross Margin report against Purchase, Sales, Inventory, and MTM.
Analyzed Demurrage Accruals, Profitability Reports, Income Statements, and updated Deferral and Financial Gap Analysis
Customer Service Manager
Sungard Energy
10.2013 - 06.2016
Managed Team of 3 who handled complex ticketed issues of Aligne Gas Ops software.
Upgrades, Patches and Implementation issues as well as training End Users.
Daily contact with customers via Webex, phone and email.
Training customers on software and dealing with software and upgrade issues.
Lead Business Analyst/Endur/Mid and Back Office
OpenLink Financial
10.2009 - 09.2013
Trained clients on Endur product features and business concepts
Served as SME for to energy trading, physical scheduling of natural gas and crude oil, and financial and physical settlement of transactions
Supplied functional expertise regarding configuration, implementation, system design, testing and support of trading and scheduling systems (gMotion for gas and cMotion for Crude)
Traveled internationally for project implementations.
Gas Scheduling and Accounting Manager
Panther Companies
10.2006 - 08.2009
Supervised 4 employees and scheduled offshore producers on Panther Pipeline daily
Balanced system and volume, pipeline allocations and Operational Balancing Agreements
Responsible for contracting negotiations, nominations, scheduling, and confirmations
Responsible for month end, quarterly, and year end close, calculated/reconciled pipeline imbalances monthly, and contracted negotiations and implementations
Produced and reconciled all OBA agreements
Responsible for A/R for retail gas customers in Northeast Texas, A/P, payroll for 50+ employees, reports, and bank reconciliations
Settlements for third party invoices
Capacity Release Coordinator
Resolved Coastal Flow Measurement Company BTU and measurement issues
Responsible for settlements and coordinated with field operations for offshore GOM platforms
Created Incident Management reports, worked daily with Flow Cal on daily volume reports, FERC reports, Railroad Commission Reports, budgets, and forecasts and used SCADA and QuickBooks daily
Reconciled LAUF Volumes and handled all aspects of annual TRRC audits
Sr. Volume and Gas Balancing Accountant (Midstream)
Atmos Energy Marketing
02.2004 - 09.2006
Invoiced end-users on 10 pipelines, handled volumes, and rated discrepancies
Responsible for cash-outs, contracts, and rate variances daily
Invoicing for sales and purchases of natural gas.
Responsible for inter-company pipelines (Atmos Texas and West Texas, T-LIG, and TLGP), Gulf South, CGT, Oneok, LIG, Regency, and ETGS pipelines
Handled A/P, actualization/allocation of receipt and delivered volumes, storage, WACOG's, transportation payments, pipeline imbalances, and J/E's for pipeline and company accounts
Education
Bachelor of Business Administration -
Almeda University
Skills
GMotion
CMotion
PMotion Endur v8 to v23
Align Gas Ops
Allegro
TriplePoint CXL
Right Angle
Natural Gas
Crude Oil
Power
Midstream and Marketing
CTRM/ETRM knowledge and implementation
Pipeline Operations
Scheduling and Balancing
Capacity Release
Nominations
Allocations
Onshore
Offshore
Requirements gathering
User acceptance testing
Energy trading systems
Pipeline scheduling
Contract negotiations
Client relationship management
Process improvement
Regulatory compliance
Data reconciliation
Problem solving
Effective communication
Team leadership
Time management
Strategic planning
ROI analysis
Product positioning
Interpersonal communication
Teamwork and collaboration
Timeline management
Requirements building
Prioritization and execution
Competitive analysis
Product development
Documentation management
Research and trend analysis
Areas Of Practice
GMotion, cMotion, pMotion Endur v8 to v23, Align Gas Ops, Allegro, TriplePoint CXL, Right Angle
Natural Gas, Crude Oil, Power
Midstream and Marketing
CTRM/ETRM knowledge and implementation
Pipeline Operations, Scheduling and Balancing, Capacity Release, Nominations, Allocations. Onshore and Offshore
Timeline
Product Manager
Publicis Sapient
07.2024 - 11.2024
Team Lead /SME
Essentia Advisory Partners
02.2022 - 07.2024
Gas Scheduler
Wells Fargo
01.2021 - 01.2022
Crude Volume Analyst (Contract)
Phillips 66
06.2018 - 01.2021
Pipeline Volume Analyst(Contract)
Cococo Phillips
10.2017 - 06.2018
Lead Gas Accountant (Contract)
PTP Energy Services
01.2016 - 08.2017
Customer Service Manager
Sungard Energy
10.2013 - 06.2016
Lead Business Analyst/Endur/Mid and Back Office
OpenLink Financial
10.2009 - 09.2013
Gas Scheduling and Accounting Manager
Panther Companies
10.2006 - 08.2009
Sr. Volume and Gas Balancing Accountant (Midstream)