Manager C&LM Finance, Reporting & Regulatory - AVANGRID - Orange, CT
(2023-10)
Manage multi-state (CT, & MA) Conservation & Load Management (C&LM) portfolio totaling $75 million.
- Manage and developed four analysts across two states
- Develop multi-year C&LM plans by working collaboratively with program managers, evaluation, measurement and verification team, peer utilities and consultants
- Monitor all financial aspects, including budgets, actual dollars, C&LM savings, electric/gas system benefits, revenue, and fund balance; analyze, prepare, report, and recommend appropriate action plans to support day to day and ongoing business decisions
- Review and interpret regulatory rulings; advise upper management on impact of such rulings
- Manage regulatory compliance activity for C&LM including responding to interrogatories and developing pre-filed testimony
- Oversee C&LM accounting and budgeting activities of multiple companies across Avangrid; facilitate the preparation, analysis, and filing of regulatory requirements to DEEP, PURA, MA DPU, MA DOER and NY DPS to maintain compliance
- Communicate financial results to upper management via monthly reporting package
- Develop, review and maintain processes and operating procedures
- Support and serve as a subject matter expert in regulatory filings
Lead Financial Analyst Intercompany - Avangrid - Orange, CT
(2022-02 - 2023-10)
Responsible for proper execution of the intercompany cycle, posting, balancing, and ensuring an accurate monthly close for intercompany transactions within Avangrid Group.
- Executing non-cash, and cash payment runs in coordination with Accounts Payable and Treasury departments
- Responsible for the balanced and accurate posting of intercompany transactions in SAP
- Preparation and distribution of intercompany invoices as needed in accordance with regulatory, taxation and legal requirements
- Reconciliation and balancing of intercompany Balance Sheet and Profit and Loss general ledger accounts in SAP; in accordance with organizational standards and controls
- Clearing of intercompany debts through intercompany loans and cash payments as required/ requested
Assistant Controller - Roschmann Steel & Glass - New Haven, CT
(2020-09 - 2022-02)
Perform a multitude of accounting duties according to established policies and procedures.
- Research, analyze, calculate, file and administer payments for sales and use taxes for multiple projects within the given jurisdictions
- Bank Reconciliation for 7 banks, both domestic and internationally, which include working with foreign exchange rates, and F/X hedge contracts
- Manage two accounts payable personnel, account receivable personnel also collaborate with project accountant, on job cost, and scheduling variances
- Analyze payroll for over 25 employees, for hours, taxes, then input the given information into the accounting system
- Perform labor and cost allocation from the payroll and spread those costs to the proper projects
Finance Consultant - Civitello Project Management - Madison, CT
(2013-06 - 2020-09)
Analyze, prepare, and present data to support and defend complex disputes for large construction projects throughout North America.
- Consolidate multiple analyses into meaningful data for executives internally and externally
- Utilize cost accounting principles to validate evidence used in litigation support
- Assemble, organize, and evaluate activities-based costs associated with construction and administrative activities. As a direct result from the work carried out which resulted in a saving/retrieving over one million dollars for clients since 2013
