Experience

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  Marathon petroleum corporation

  Jul 2006 - May 2017

  Convinced management the core liquidity model’s gross margin assumptions were unrealistically optimistic and to reduce worst-case scenario operating cash flows by $2.5 billion. Identified flaws in anchoring on a net margin metric, consulted with Economics on worst-case gross margins, obtained input from Refining on plausible cost cutting, and addressed concerns from stakeholders.Lead the successful design, build and implementation of Hyperion Strategic Finance for consolidated financial statement forecasting, including a robust working capital forecast, three consolidation structures, and incorporating M&A activity to benefit the strategic financial models. Expanded the business planning and forecasting process to include the publicly traded MPLX LP subsidiary and an unconsolidated view to facilitate cash management. Collaborated with Business Development on designing forecasting models to support leadership’s strategic review of Speedway LLC. Improved the consolidated financial statement forecasting process by reducing data entry time by half, increasing data quality, correcting misleading calculations, and streamlining variance analysis. Consulted with Technical Accounting and reporting experts to ensure adherence to US GAAP and relay subject matter to coworkers. Show less Streamlined the 10-K Management’s Discussion & Analysis (MD&A) disclosures to improve readability and designed new variance schedules providing more thorough analysis for driving disclosures in the MD&A and earnings materials. Collaborated with operating and marketing organizations to expand the 10-K Business description disclosures and build supporting schedules. Developed the MD&A and Business reporting processes for the IPO of MPLX LP. Collaborated on implementing XBRL tagging and Workiva for SEC filings. Reviewed and fact-checked Investor Relations and Public Affairs communications, including investor presentations, earnings releases, and earnings call scripts. Lead analyst for determining reportable contractual obligations, reviewing projects to determine capital vs. expense, and coordinated the related company policies. Show less

  • Senior Financial Analyst - Business Planning & Analysis

    Nov 2014 - May 2017

  • Accounting Analyst - Financial Reporting

    Oct 2010 - Oct 2014

  • Advanced Accountant - Texas Refining Division

    Jan 2008 - Sept 2010

  • Accountant – Marathon Pipe Line

    Apr 2007 - Jan 2008

  • Accountant – Ohio Refining Division

    Jul 2006 - Mar 2007
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  Marathon petroleum corporation

  Mar 2021 - Sept 2022

  Lead project to redesign the credit scoring model using 12 metrics that align with authoritative sources, satisfy company priorities and enhance thoroughness and accuracy for evaluating thousands of customers across seven industries, ranging from major internationals to small private companies. Built model and reporting package using Power Query and Excel and drafted PowerPoints to successfully obtain executive approval and team buy-in. Designed Tableau data structure connecting credit and revenue recognition systems and Tableau dashboards to facilitate financial completion tracking, credit reporting, data validation, and a credit evaluation heat map. Project advisor for building new credit system and approval workflow, including designing the new executive report. Represented department in a restructuring initiative and upgrading Right Angle. Managed credit for over 150 Marathon-branded customers and over 200 asphalt paving & construction customers, including negotiating security, with a $2 million approval authority. Subject matter expert advising coworkers on analyzing financial statements for credit evaluation. Systems and processes lead for the department, including SOX controls and audits, Salesforce, Right Angle, and SAP Customer MDG. Show less Temporary assignment driving continuous improvement of supply and demand forecasting models for U.S. crude and refined products by region. Streamlined the Excel model data structure for forecasting volumes, enabling economists to forecast more efficiently. Used Power Query to consolidate and transform wide to narrow data, providing for more effective data transfer to Tableau, and building comprehensive and interactive dashboards while reducing the number of managed graphs by 75%. Revised the price forecasting model so economists could forecast differentials that drive price calculations, and enhanced layout to facilitate readability. Show less

  • Senior Financial Analyst - Commercial Credit

    May 2017 - Sept 2022

  • Senior Financial Analyst - Economics

    Mar 2021 - Sept 2021
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  Rgp

  Sept 2022 - Sept 2023

  Consultant

  Streamlined the bank-to-general ledger reconciliation processes for U.S. credit card and electronic payment receipts using Power Query and advanced Excel functionality to automate the matching process and identify unreconciled items. Identified payments deposited to wrong accounts and for incorrect amounts, reduced manual effort by 90%, and incorporated solutions to address manual uploads, erroneous entries and batched deposits. Designed a repeatable deep-dive analysis on autonomous cash application hit rate and exceptions using Power Query and Excel tables and graphs, customized to the client’s requirements for monitoring performance per customer, payment type and remittance type. Categorized exception codes to provide actionable insight on issues to address.Developed a tracking and reporting process for unapplied receipts, MICR mappings and customer hierarchy. Show less