SUMMARY:

• Experience as a Senior Systems/Business Analyst/Director of Operations/Project Manager/Portfolio Manager/Director of Business Development/Marketing Lead/Lead Testing Coordinator/QA Lead participating in business process improvement activities, Process Mapping, requirements gathering through Agile and Waterfall Frameworks, business development, extensive use of Visio application to create “AS - IS” and “To-Be” process flows for inclusion into Business Requirements and Use Cases for various
• Utilities and Competitive Retailers. Auditing of existing process flows. Use Case creation, QA Testing, RFP and vendor management activities. Seasoned professional with demonstrated success in delivering quality results and generating new consulting business at an executive level. Retail and Wholesale experience within the ERCOT, CAISO, PJM, MISO, ISONE, SPP and NYISO energy markets. Skills include project management, business requirements definition, business process development, Change Management, billing and optimization of operational tasks within the deregulated and regulated Energy markets. Proficiency in life cycle of energy customer - from meter read through settlements process with exposure to various CIS applications (Bid-to-Bill). Experience with AMI Smart Metering and Demand Reduction initiatives in 7 Confidential Markets.
• Experience interacting with Market Participants for Market changes. Six Sigma Green Belt Professional, ITIL Foundation v. 3 Certified, Scrum Master Certified, Scrum Agile Master Certified and Scrum Product Owner Certified. Over 20 years in Information Technology/ Confidential /Energy Vertical. 8+ years as a Project Manager, 12+ years as a Senior Consultant/Senior Business Analyst/Business Systems Analyst and over 6 years as an Operations Lead/Testing/Change Management Lead.

TECHNICAL SKILLS:

Technology and Tools: GENTRAN PaperFree EDI EDISIM XML DMAIC SIPOC PEACE 6.3 ITRON MV - 90 (v.2) Windows 7/Win 8/8.1 MS Visio 2016 Microsoft Office 2016 Siebel Energy 7.7 GenPortal Microsoft Dynamics CRM OMS NMS PPM IBM Pequisite Pro GenManager GenBase Application Lifecycle Manager (ALM) VEE AMR SmartSheet RUP Methodology PowerDesigner 15.3 nMarket Agile/Scrum .NET support Java support Power Costs Inc. (PCI) SmartSheet AMI Six Sigma Process Mapping Rational Method Composer Workflow Conductor PCI Suite Confidential QC ALM Testing Software Confidential +Gyr HES Confidential +Gyr MDMS MS Project 2016 SharePoint 2013 PCI DW/BI ETRM OCM JIRA Oracle CC&B

PROFESSIONAL EXPERIENCE:

Confidential

Senior Oracle Consultant/Project Manager

Responsibilities:

• Senior Business Analyst for OMS (Outage Management System) NMS upgrade Project
• Capture requirements for NMS upgrade from 1.11 to 2.3 NMS upgrade
• Perform Current Capability Assessment (AS-IS) for existing Enterprise Architecture
• Perform AS-IS assessment of current Interfaces
• Perform AS-IS assessment of current Configurations
• Perform AS-IS assessment of OUA capabilities (BI)
• Create BRDs and FRDs, Use Cases, RTM, Use and Test Cases

Confidential

Project Manager/Senior Business Systems Analyst/QA Tester

Responsibilities:

• Advanced Metering Infrastructure (AMI) and Confidential System (MDMS) Project
• Project Manager for Confidential and Gyr (HES - Head End System) Command Center Upgrade Project
• Responsible for daily reporting metrics to Management
• Responsible for creating and maintaining project plan for CC upgrade project
• Co-author and audit RFP for vendor meter migration for AMI deployment
• Monitor vendor SLA’s for meter deployment and Production Billing (Oracle CC&B)
• Create data visualization artifacts for meter timeline/SLA deployments by month, cross-referencing with SLA’s submitted by vendor in RFP response
• Create business process mapping flows for ADMS outage system
• Monthly/Annual Interval Reads
• On Demand PING
• On Demand Voltage
• Restoration Verification
• Anticipated Outage Filtering
• Unsolicited Power on/off events
• Solicited Power on/off events
• Monthly Load Profile
• Annual Load Profile
• Create Business Process flows for RSS composite transactions
• Remote Disconnect
• Remote Reconnect
• Demand Reset
• Support Functional groups with CQS group for capturing system and technology flows and Work Instructions
• Scrum Master for NET Metering SIT Testing scenarios

Confidential

Senior Business Analyst

Responsibilities:

• Ancillaries Transformation Project for North America (GOA)
• Quantified Problem Statement
• Captured Operational Risk Assessment
• Documented Business Processes, Systems and People for AS-IS (Process Mapping)
• Measured options against Problem Statement and Risks
• Identified Key Benefits
• Estimated Costs for TO-BE
• Product Owner for Pipeline Tariff project for Ancillaries
• Worked with Front Office Traders for capturing crude planning activities
• Wrote business requirements for proprietary ETRM front/mid-office system interfacing with CME (Chicago Mercantile Exchange) and ICE (Intercontinental Exchange)
• ENDUR application for ETRM
• .NET environment

Confidential

President/Product Owner/Project Manager/Scrum Master

Responsibilities:

• Principal consultant for Requirements Engineering Associates for Utilities
• Scrum Master and Product Owner for Development Team
• Assisted with complete transformation from a Waterfall Framework to an Agile Framework for Requirements Engineering Associates
• Drove Organizational Change Management activities during transition
• Transitioned Scrum Master obligations to company’s President/Owner
• Trained Development Team in Confidential cycle development and execution
• Transformation increased ROI and customer satisfaction for REA
• Created, maintained and transitioned applicable artifacts to REA
• .NET environment

Confidential

Project Manager

Responsibilities:

• Managed regulatory project for Unmetered Customer Audit
• Worked with CSO for Agent to initiate outbound emails and calls requesting updated Unmetered account information via EDI usage transaction set
• Worked with AM IT group to create data extract for contacting the customers
• Overall Project Management activities (estimating, forecasting, Client Updates, etc.), including Change Management activities
• Portfolio/Project Manager for Onshore and Offshore Resources for Energy Future Holdings
• Managed Projects within the Energy Wholesale Vertical
• ETRM
• Application replacement project from ZAI*NET to Allegro (Process Mapping)
• Implementation of Change Management strategies related to RICEF
• Change Management activities affect the following Interfaces:
• ZAI*NET to G/L Application
• ZAI*NET to Counter Party Application
• Lodestar to ZAI*NET (Customer Retail Load)
• ZAI*NET to Energy Credit Application
• ZAI*NET to Scheduled Trades to Confidential Application
• Tactical and Business Analyst activities include:
• Adherence to Client SDLC process (Waterfall Methodology/Scrum/Agile Development)
• Responsible for Project initiation, planning, design, build, test, deploy and warranty
• Deliverables include:
• Business Requirements Document
• Process Mapping
• Design Document
• Requirements Traceability Matrix
• Test Cases
• UAT and SIT Testing (Test Results)
• AID documentation
• Tollgate slides

Confidential

President/Consultant/Product Owner

Responsibilities:

• Revamped Texas Market Entry Document
• New EDI transaction types included in document

Confidential

Change Management Lead

Responsibilities:

• Created Functional Specifications for CRM implementation
• Wrote Business Requirements around MD CRM implementation
• Performed Quality Assurance Testing for application enhancements
• Scrum Master for Project Team

Confidential

Project Manager/Senior IT Systems Business Analyst/QA Tester

Responsibilities:

• Creation of Business Requirements documentation
• Creation of functional specification documentation
• Creations of SRS documentation (Software Requirements Specification)
• Creation of Business Intelligence component documentation
• Advanced Metering Infrastructure (AMI)/AMR Project
• Responsible for the following Work Streams, including review of final System Requirements and Functional/Component Testing as well as System Integration Testing
• Meter to Cash - HES through CC&B
• AMI Head End to CIS Meter Data Integration
• AMI Head End to CIS Meter Read Integration
• AMI Head End to Oracle Data Integrator Integration
• AMI Head End to Outage Management System
• AMI Head End to Oracle Service Bus (OSB) Integration
• L+G Command Center Upgrade
• HD Supply Power Solutions Interface Integration
• On Demand Reading Tool Integration
• General Dashboard Reporting Integration
• RPI (Revenue Protection) Reporting
• SmartGrid Alignment Integration
• Use of ALM (Application LifeCycle Management) Tool for Testing and Defect Management
• Daily Test Execution Metrics
• Defect Reporting
• Confidential (MDM) Project
• Interface between 3rd Party Systems Integrator and KCP&L Client
• 4 Phase Integration
• Support for OMS (Outage Management System) Replacement with Oracle NMS (Network Management System)
• Implementation of Core MDM ( Confidential ) Functionality
• Implementation of Enhanced MDM Functionality, including VEE (Validation, Estimation and Editing) Algorithms
• MDM to Core CIS Implementation
• Use of ALM for Testing and Defect Management
• Assisted with BRD (Business Requirements Document)
• Validated and commented on Third Party System Integrator CRD (Customer Requirements Document)
• Authored SRD (Systems Requirement Document)

Confidential

Senior IT Systems Analyst

Responsibilities:

• Responsible for VEE algorithms (Validation, Estimation and Editing of Meter Data)
• Responsible for running ITRON AMR MV90 daily tasks
• Scheduling of automated Meter Interrogations
• Import of EDI transaction data into Siebel CRM
• Manual running of Meter interrogations
• Editing of data files for upload to validation disk
• Troubleshooting meter instances where Meter reads are failing
• Creation of Remedy tickets for field personnel to check meter integrity
• Setting up of new customers in MV90 application
• Creation of End of Month. PRN files for internal Confidential entities for Billing purposes
• Interface with Outage Management System (MV-90 - interval data)
• Technical Writing
• Assist SME with MV90 Documentation

Confidential

Senior IT Business Analyst

Responsibilities:

• Created SDLC procedures for department implementation
• Co-authored Business Requirements for EIS and IM Market through use of BABOK methodology (Business Analyst Body of Knowledge)
• Designed Project Definition and Planning document using BABOK methodology
• Designed Analysis Phase document using BABOK methodology
• Designed Preparation Phase document using BABOK methodology
• Designed Construction Phase document using BABOK methodology
• Designed Testing Planning and Preparation document using BABOK methodology
• Designed Testing document using BABOK methodology
• Designed Rollout phase document using BABOK methodology
• Designed Rollout Planning and Implementation phase document using BABOK methodology
• Creating SRS (Software Requirements Specifications) for IM Market, including technical specifications, Use Cases, Sequence Diagrams and DFDs (Data Flow Diagrams)
• Responsible for ETL analysis and activities for PCI (Power Costs Inc. ) GenManager/GenPortal/GenBase products
• Analysis of data flow from source systems to ODS to Data Marts to QlickView Report Engine
• Responsible for System and User level testing, created RTM and Testing templates
• Responsible for creating Testing Approach, Testing Strategy and Bug Triage documents
• Work with Project Manager to ensure timely delivery of deliverables
• Work with operations to define and create business requirements for Data Warehouse/Business Intelligence activities along with UAT and SIT testing

Confidential

Project Manager/Product Owner/Scrum Master

Responsibilities:

• Developed strategy for tolling agreements for Asset
• Performed analysis of rate tariffs for Wise County Electric COOP
• Performed analysis of rate tariffs for Brazos Electric COOP
• Analysis of heat rate curves and forward curves using tariff info.
• Conversion of fuel cost models to mmBTUs

Confidential

Project Manager/Product Owner/Scrum Master

Responsibilities:

• Managed BA group for requirements around Front and Mid Office crude activities
• Focused on Energy Trading and Risk Management for Front Office trading activities
• Managed Record Retention and Information Management project ($100K)
• Managed Contract Management project ($500K)
• Managed MSA (Master Service Agreement) project ($700K)
• Managed Houston Records Retention project ($3.5 Million)
• Involved with FDG (Field Data Gathering) project writing Use and Test Cases
• Use of Workflow Conductor/SharePoint 2010 to map AS-IS and TO-BE process flows
• Use of Visio and Microsoft Project 2010 to initiate, plan, execute, monitor and control, and close out various projects
• Led OCM efforts
• Use of ENERTIA application for Vendor Management
• Use of Bamboo plug in to SharePoint 2010 for managing all Projects
• Use of FileNet for capturing scanned images of Division Orders, Contracts and Leases
• Use of PMBOK concepts and Project Methodologies

Confidential

Project Manager/Consultant

Responsibilities:

• Led OCM efforts
• Used EDISIM application to analyze incoming and outgoing TXSET transactions
• Wrote business rules/logic using EDISIM to validate TXSET transactions

Confidential

President/Project Manager/Business Development Lead

Responsibilities:

• Created 380 page document on Retail Deregulation in the Texas Market
• Created 54 Visio/Business Process flows for EDI transactions using the ERCOT model
• Captured Testing requirements for the Texas Market
• Captured metering and billing requirements for the Texas Market
• Document is an end to end description of Retail participation in the Texas Market for Marketing purposes

Confidential

Senior Consultant

Responsibilities:

• Analysis of proprietary FBS system (Forecasting, Bidding and Scheduling) for Front Office
• Lead liaison between Front, Middle and Back Offices for Trading Group
• Interaction with Mid Office for Trading Risk Management - ETRM Activities
• Interaction with Back Office for Settlements (nMarket application)
• SME for CAISO MRTU (Market Redesign and Technology Upgrade— Confidential to Nodal)
• Created Business Requirements around PCI’s (Power Costs Inc. ) GenManager application (Bid Submission)
• Lead analyst for Demand Reduction Program
• Lead for Change Management Processes
• Created Visio flows for PLP (Participating Load Program)
• Created business requirements for Demand Reduction Program
• Created Project Plan for PLP Pilot and Production Readiness
• Business interface for IT
• Analysis and input into Enterprise Architecture for PLP
• Back Office requirements gathering for Demand Reduction Program with SME’s
• Senior Business Analyst for ETO Project (Energy Trading and Optimization)—Least Cost Mandate
• Created Business Requirements, Process Flows, Functional Specifications for ETO Project
• Created BPD document (Business Process Design)
• Use of BPMN for constructing business process flows
• Use of Accenture Development Methodology for last 2 years
• Interface between Business/ISTS and Center of Excellence (CoE)
• Led Organizational Change Management (OCM) efforts during Market transition
• Functional Specification on Profit & Loss Statements
• Functional Specification on ETL Business Logic for updates (IE. Price changes)
• Functional Specification Ad Hoc Business Requirements
• Business Logic Specification for BI Tool implementation and reports
• Created Functional Specifications for the following:
• IFM report (Integrated Forward Market)
• RTM report (Real Time Market)
• CRR report (Congestion Revenue Rights)
• MRTU dashboard (Market Redesign and Technology Upgrade)
• HASP report (Hour Ahead Market)
• Ad Hoc Real Time Reports
• SQMD (Settlement Quality Meter Data) Interface
• Short Term Electric Supply (STES) Gas Transport Adders Interface
• STES Master File Interface
• STES ZaiNet Interface
• STES SIBR (Scheduling Infrastructure and Business Rules) Interface

Confidential

Business Process Lead

Responsibilities:

• Created Use Cases for various system interfaces
• Completed various ad hoc audit and “repair” requests for Visio flow diagrams
• Helped support Workshop activities that were sessions for assigning action items, creating Visio flows, discussing business requirements, etc…
• Managed Organizational Change Management (OCM) Processes
• Managed action item assignments through HPQC ( Confidential Quality Center) application

Confidential

Independent Consultant/Project Manager

Responsibilities:

• Responsible for all Front Office activities associated with California Market Redesign and Technology Upgrade effort/conversion
• Led OCM efforts during Market transition
• Created Business Process Design documentation and Functional Requirements for all Front Office activities
• Created all Business Analysis activities associated with producing AS-IS and TO-BE Business Process Design
• Created Level 1--Level 4 Process, High Level Sub-Process, Detailed Sub-Process and Interface flows/narratives for Trading and Bidding & Scheduling functions (Zainet, FBS engine and PCI’s GenManager) - ETRM Activities
• Created Use Cases where New system functionality and New business processes were required
• Created Functional Form design documents to complement Reporting, Interfaces, Conversion and Extensions
• Completed End to End Retail Testing for Juice Energy using Texas EDI transactions
• Created and refined functional process flows for cost development, fuel procurement, bid development, energy trading, scheduling and settlements within the Southwest Power Pool (SPP) market requirements
• Created and refined transactional process flows for resource planning, ancillary services, native load scheduling, cost construction and offer curves submittal
• Performed quality assurance for process definition and documentation for desk procedures
• Performed SPP market trial and market testing for back office groups, and facilitated business process for nMarket application
• Developed test cases for unit, system, and UAT testing. Clearly documented and communicated testing results.
• Created and executed test cases specific to UI instances and logged/resolved issues/bugs as appropriate
• Client business user support on an ongoing basis throughout testing/development cycle including ad hoc support for information, Document Flow content and Document Flow formatting requests
• Developed business processes to support energy scheduling, settlements, trading and risk management activities that adhered to the market rules and parameters within SPP
• Adhered to standards set forth in the RMP (Requirements Management Plan) for Iteration and Elaboration Phases
• Used Rational Unified Process methodology to create Business Requirements documentation for the following:
• MIS (Market Information System) web Portal
• Registration system (Siebel)
• Dispute Management system (Siebel)
• Created and refined EDI Trading Partner Matrix for Great Lakes TP’s in MISO and PJM territories
• Lead Application resource for EDI/Transaction Management interface between Siebel and CRM and usage data engines

Confidential, Houston, TX

Director of Operations/Project Manager

Responsibilities:

• Responsible for project management, change management and coordination of inter-departmental resources to support all retail operations and relationship management within the Texas energy market
• Managed the overall cost structure and provided ongoing analysis of operations across service delivery processes for s in productivity, quality and timeliness
• Performed due diligence analysis in Confidential acquisitions and created transaction management team and market stakeholder organizational makeup
• Responsible for publishing RFP material, response review and final recommendation to executive team concerning back office consolidation
• Developed process controls with SIPOC, CTQs and KPI/SLA to establish sound vendor management process
• Analyzed the service delivery options in the marketplace to provide operations and process recommendations
• Project sponsor for CIS migration effort that includes residential, commercial and multi-dwelling (CSA) entities
• Managed overall implementation of Market code changes (2.0/MIMO) and CPR (Customer Protection Rules)
• Overall Service Tower oversight, including Contact Center, Collections, Billing and Transaction Management silos
• Led and implemented back-office consolidation effort to support business requirements of many areas of operations, such as customer enrollment, settlements, energy trading, retail billing, risk management and disconnects and reconnects for retail customers

Confidential, Houston, TX

Director of Operations/Project Manager/Business Development Lead

Responsibilities:

• Oversaw company’s transaction management reporting to Vice President of Operations
• Responsible for business development, Marketing, product promotion, needs assessment and requirements gathering
• Maintained integrity of a multi-applications systems which included GENTRAN for data translation (650, 810, 814, 820, 867, 997 FA Transaction Types), proprietary CIS/CRM tool, and billing engine (.NET Platform)
• Interfaced with development team for new requirements, including hands on debugging of applications and use case creation for Development Team
• Lead liaison between SDS and six Competitive Retailers
• Organizational Change Management Lead for Competitive Retailers transitioning to deregulated environment

Confidential, Austin, TX

Project Manager/Senior Systems Application Analyst

Responsibilities:

• Market contact for Testing Team, responsible for Market Participant Connectivity and EDI, market compliance within predefined TXSET protocols, and dispute resolution
• Managed all aspects of Paperfree EDI Translation Application, including trading partner setup, UNIX files maintenance, error resolution, and enabling of e-FTP for automated encryption/decryption process
• Analyzed technical and non-technical issues within the environment including migration of new code maps to business, audit and tracking discussions with Market Participants
• Designed automated tracking tool to enable effective management of issues and timely resolution of disputes

Confidential, Atlanta, GA

CCM Account Manager

Responsibilities:

• Managed product implementation for energy service providers including Excelergy's ABP3000
• Supported Customer Choice Manager Application Suite & Meter Transaction Management Applications
• Managed EDI qualification in the CA market; Wrote use cases for development team for coding the MTM application for both the CA and PA Markets

Confidential, Houston, TX

Meter Operations Specialist

Responsibilities:

• Responsible for outlining requirements for new market penetration within Energy industry
• Managed processes concerning new market implementation and execution
• Responsible for the entire Metering database (daily imports, loadprofiling data, settling with power)
• Managed team responsible for daily data integrity and database issues

Confidential, Houston, TX

AMR Operator/MDMA Specialist

Responsibilities:

• Provided MDMA ( Confidential ) cross- and troubleshooting of MDMA issues
• Participated in industry conferences to analyze and improve overall business processes in the deregulated market
• Responsible for providing bill quality data for retail customer billing