Big Four Alumni SAP, JDE, Hyperion, Essbase, Microsoft Office Suite (Word, Excel, Publisher, Power Point, Outlook), Google Applications (Drive, Documents)
01/2008 to CurrentChevron Corporation
Regulatory Analyst01/2017 to CurrentChevron PipelineHouston, TX
Developed and implemented strategies to ensure FERC compliance for Chevron Pipeline's $50M operation.
Reduced costs $100K annually by ensuring FERC compliance through monitoring internal policies and processes to identify and resolve regulatory issues.
Deployed new techniques to simplify operations, reduce costs, correct regulatory issues, and comply with changes in codes/regulations.
Translated federal, state, and local regulations/requirements into recommendations for leadership and key stakeholders.
Managed on time preparation of required FERC filings such as Form 6/6Q and annual tariffs indexed rate changes.
Generated 10 regulatory documents including cost of service, tariff filing, and Page 700 desk procedures.
Financial Analyst01/2014 to 01/2017Chevron UpstreamSan Francisco, CA
Managed financial analysis of Chevron Upstream's $1.24B monthly financial and operating results for the Eurasia Region.
Reduced costs 1% ($10M) by developing recommendations for management regarding corporate overhead allocation.
Decreased amount of reports by 10 (20%) to streamline monthly closing and reduce activities by 15%.
Led support for additional analytical reviews and other special projects such as trading realignment, LIFO dipping effect, financial statements of equity affiliates, Bureau of Economic Analysis Survey of US Direct Investments Abroad, and external audit liaison.
Developed formal dashboard to communicate operating and key metrics results to senior management.
Led international team of managers across eight countries to develop five-year business plan for Upstream's Eurasia Business Unit.
Derivatives Analyst01/2011 to 01/2014Chevron Gas Supply & TradingHouston, TX
Ensured internal control processes were properly functioning for mark-to-market accounting of derivative contracts.
Saved 20% ($30K) on resource hours by automating monthly mark-to-market analysis.
Validated, reconciled, and analyzed earnings for $138M Chevron's Natural Gas financial derivatives as well as serving as the subject matter expert.
Implemented fixed assets capitalization policy and disclosure requirements for derivatives activities (ASU 2011-11/ASU 2013-01).
Drafted all financial disclosures related to Chevron Natural Gas derivatives activities used in the annual (10-K) and quarterly
Compliance Analyst01/2008 to 01/2011Chevron DownstreamMiami, FL
Implemented compliance best practices across the $2.13B Latin American Region to improve controls and drive operating efficiencies.
Managed finance duties such as account verification and working capital reviews to assist the divestiture of 28 markets in the Latin American Region.
Developed 12 direct reports by providing mentorship, annual reviews, and individually tailored development plans.
Reduced costs $200K annually by monitoring compliance results and resolving audit issues.
Decreased risk 30% by developing and implementing business processes and pre-audit checklists for the Latin American Region.
Conducted third party due diligence screenings in accordance with company policies and the Foreign Corrupt Practices Act (FCPA).
Audit Supervisor/Sr. Auditor01/2005 to 01/2008Marcum LLPMiami, FL
Promoted to Audit Supervisor to manage all phases of the audit process for 15 clients across the manufacturing, utilities, and service industries.
Planned client engagements and supervised the activities of 25 staff members assigned to audits.
Advised clients on required best practices to comply with the Sarbanes-Oxley Act.
Interpreted complex accounting and audit concepts and applied them to client situations.
Reviewed SEC filings and supporting schedules for public clients.
Recruited, hired, supervised, and trained new staff auditors.
Senior Auditor01/2004 to 01/2005Tupperware Brands CorporationOrlando, FL
Senior Auditor01/2002 to 01/2003Ernst & Young LLPMiami, FL
MBA Intern01/2001Titan Cement Company S.AAthens, Greece
Staff Auditor01/1997 to 01/1999Baker Tilly Puerto Rico LLPSan Juan, PR
Master of Business Administration: Accounting & International BusinessUniversity of IllinoisChicago, IllinoisAccounting & International Business
Bachelor of Business Administration: Accounting & FinanceUniversity of Puerto RicoSan Juan, Puerto RicoAccounting & Finance
accounting, streamline, Auditing, business plan, business processes, closing, contracts, client, clients, Data Analysis, derivatives, due diligence, Economic Analysis, equity, Essbase, senior management, filing, finance, financial, Financial Analysis, financial statements, fixed assets, Forecasting, Hyperion, Investments, JDE, Latin, leadership, Regulatory Compliance, Mark, market analysis, Market, Excel, Microsoft Office Suite, Outlook, Power Point, Publisher, Word, Natural Gas, Page, policies, processes, regulatory documents, Risk Management, SAP, Sarbanes-Oxley, Supervisor, Upstream, utilities, Variance Analysis