Dynamic finance leader with extensive experience at Southern California Edison, excelling in strategic financial planning and stakeholder collaboration. Proven track record in developing comprehensive budgeting strategies and optimizing cash flow management, driving organizational efficiency and financial sustainability. Adept at navigating complex regulatory environments while fostering strong relationships across departments.
Overview
26
26
years of professional experience
Work History
Director of Finance
Dominion Water & Sanitation District
Greenwood Village
03.2024 - 07.2025
Collaborated with stakeholders to develop strategic financial initiatives.
Collaborated closely with other departments to develop comprehensive budget models that reflect organizational goals.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.Coached staff on best practices for managing finances including budgeting techniques, expense tracking methods.
Designed short-term financing strategies to meet working capital needs while optimizing operating cash requirements with debt service obligations.
Monitored cash flow, prepared monthly financial statements, and analyzed trends to ensure appropriate use of funds.
Assisted senior management in developing long-term strategic plans based on market analysis and industry trends.
Performed complex analyses of operational data to evaluate efficiency effectiveness within the organization.
Oversaw annual budgeting process, ensuring alignment with organizational goals and financial sustainability.
Developed and maintained strong banking relationships, securing favorable terms for credit facilities and other financial services.
Championed the adoption of new technologies and financial systems to streamline processes and improve data accuracy.
Directed comprehensive financial planning, forecasting, and analysis to inform strategic decision-making.
Rates & Regulatory Affairs Manager
Liberty Utilities
Lake Tahoe
12.2021 - 11.2023
Sponsored expert testimony in Liberty's General Rate Case and Energy Cost of Adjustment Clause proceedings.
Sponsored state-mandated utility testimony in the company’s Income Graduated Fixed Charge proposal, utilizing current revenue streams and tariffs to show billing impacts by customer class.
Led, coached, and mentored the regulatory team on ratemaking principles such as depreciation studies, working cash, and rate base, in addition to forecasting methods for test year rates.
Met the short turnaround time for various regulatory and compliance requirements: Advice Letters, implementing rate and tariff changes, Affiliate Audits, Inspection Audits, Data Requests, Rebuttal, and Applications.
Developed and integrated the company’s revenue requirement, revenue allocation, and rate design models.
Led the company’s cross-functional team to develop the risk-based decision-making framework for Liberty’s wildfire mitigation plans. Presented Liberty’s risk models and assessments to California regulators and stakeholders on numerous occasions.
Provided management, analytical, and strategic support during settlement discussions to successfully negotiate terms agreeable to all stakeholders.
Reviewed and analyzed regulatory changes impacting utility services and operations.
Led cross-functional teams to implement compliance initiatives across various departments.
Collaborated with cross-functional teams to interpret and communicate new and revised regulations.
Owner – Strategic Regulatory Consultant
Clear Results Consulting, LLC
Highlands Ranch
01.2018 - 11.2021
Collaborated with clients to implement effective business strategies and solutions.
Developed the strategy for Liberty Utilities' Wildfire Mitigation Plans, including building strategic alliances with operations, corporate budgets, risk, finance, and regulatory to develop an actionable, performance-based plan to mitigate wildfire risk in the Tahoe service territory.
Developed the total company revenue requirement model used by Liberty Utilities (California) to support its general rate case proposal, including revamping the capital additions and tax modules.
Provided regulatory support and strategic direction for various aspects of the company’s general rate case, including O&M, revenue requirement, tax, risk, and wildfire mitigation.
Extensive knowledge of utility accounting was used to develop strategies supporting the general rate cases on various topics, and included developing defensible testimony and supporting workpapers for rate increases.
Worked directly with California Public Utilities Commission staff and the Administrative Law Judge on modeling revenue requirements and rate design adjustments to incorporate the GRC decision.
Led an internal team of senior managers and executives toward the potential acquisition of SCE’s Catalina Gas and Water operations. Served as the regulatory affairs liaison with the CPUC’s water division, potential bidders, and the selected acquiring company’s management.
Led a cross-functional team, including human resources, labor relations, legal, finance, operations, customer service, and regulatory, through the entire due diligence process.
Worked closely with the COO of the acquiring company from initial purchasing discussions through the entire sale process, which included attending board member meetings, obtaining internal senior management approval, working with all stakeholders on the potential sale, and on regulatory case filings.
Catalina Rate Case Manager – developed comprehensive and defensible testimony and cost support for SCE’s general rate cases for the Catalina Water and Gas utilities.
SCE’s lead project manager for the mobile home park rulemaking proceeding is working directly with representatives from major California IOUs. Used professional accounting knowledge, research, and interpretation of Rule 15 – line extension tariff to develop a financial impact analysis for converting all of SCE’s mobile home parks in its service territory for SCE’s senior management. Because of the magnitude of the cost, this analysis served as the basis for the 'pilot program' approach for converting mobile homes in SCE’s service territory.
Senior Financial Analyst – Revenue Requirement
Southern California Edison
Rosemead
01.2005 - 01.2007
Ran several scenario analyses for upper management to project rate impacts for various regulatory filings, and for long-term capital budgeting.
Worked with finance, accounting, and business units to analyze the impacts of regulatory cost recovery proceedings, with a vast working knowledge of various utility accounting and ratemaking.
Financial Analyst – Capital Recovery
Southern California Edison
Rosemead
01.2000 - 01.2005
Supported expert witnesses for the company on accounting and finance-related subjects, such as working cash, rate base, and depreciation.
Managed studies, testimony strategy, data requests, as well as frequent communication and negotiation with state and federal agencies, and intervening parties in several different filings.
Provided consultation and guidance to operating units and finance leadership on regulatory cost recovery issues affecting SCE, including financial and regulatory risks to shareholders and customers for a variety of scenarios.
Managed and developed accounting and business processes to meet internal and external compliance requirements.
Coached and developed new analysts to provide technical, accounting, financial, and regulatory support.
Education
Masters - Business Administration, Corporate Finance & Conflict Negotiations
Pepperdine University
Malibu, CA
01.2010
Bachelor of Science - Business Administration, Finance and Information Systems
University of Southern California
Los Angeles, CA
01.1999
Skills
Budgeting strategies
Stakeholder collaboration
Project management
Financial policy development
Financial strategy development
Financial reporting and analysis
Strategic financial planning
Financial forecasting
Cash flow management
Activities
Colorado Government Finance Officers Association, Board Member and Treasurer, 02/01/25, Present
Affiliations
Board of Directors, Colorado Government Finance Officers Association, 2024 - Present
Water Conservation / Customer Service Specialist at Eagle River Water and Sanitation DistrictWater Conservation / Customer Service Specialist at Eagle River Water and Sanitation District