Andre Oates
Alpharetta,GA
Summary
Financial Manager providing expertise in financial analysis and reporting, fixed asset accounting, tax projections and analysis, and pricing. Team leader with track record of profit maximization, implementation of process improvements, and effectively communicating with clients and management. Reliable Analytics Manager known for helping clients translate business and financial goals into actionable data management plans. Bridges gaps between technical and non-technical personnel. Provider of holistic, beneficial analytics oversight for clients of all sizes in all areas of interest.
Overview
24
24
years of professional experience
Work History
Consultant, Financial Strategies
L & L Global International
01.2018 - Current
- Provide leadership for corporate finance, risk management, and process improvements for government, technology, and energy industries
- Oversee financial strategies related to business development, deal structures, commodity risk profiles, and provide techniques to organizations to increase profits and sustain long-term growth
- Create financial tools and dashboards for executive management to monitor financial performance and matrix for strategic planning
- Develop month-end, quarterly, and annual financial reports and analysis for business unit reporting and budget-to-actual analysis
- Fixed asset tax planning for budgeting and scenario development
- Financial evaluations for products, pricing, and service offerings including ROI and IRR
- Implement cost controls while developing and maintaining financial models to forecast P&L reports and cash flow projections for domestic and international corporations
- Depreciation and amortization schedule preparation for budgeting and forecasting.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Enhanced communication among team members, fostering collaborative and supportive work environment.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
Lead Financial Analyst
Oglethorpe Power Corporation
01.2009 - 01.2019
- Spearheaded the development of corporate financial forecasts, P&L reports, margin projections, and project analysis
- Effectively produced budgets and 20-year projections using financial models to forecast company’s P&L reports, cash flow projections, and balance sheets for financial, operational, and energy expenses
- Managed O&M expenses of $400M per year, Fuel expenses of $500M per year, including trend analysis, projections, cost reductions, and timing of projects to reach operational and financial targets for major plant overhauls to drive operational excellence
- Depreciation and amortization schedule preparation for budgeting and forecasting
- Fixed asset tax planning for budgeting and scenario development
- Regulatory asset and regulatory analysis and projections for plant acquisitions
- Managed capital projections and analysis in excess of $1B annually and plant in service schedules
- Lead dispatch modeling of energy systems to determine utilization, production estimates, and market opportunities
- Lead analysis and review for mergers, acquisitions, and divestitures
- Forecasted interest expense for short-term and long-term debt securities, interest income for inter- company transactions, and prepaid programs and expenses
- SEC financial reporting for annual and quarterly reports
- Compliance review and implementation in adherence with guidelines for EPA, FERC, NERC.
- Enhanced financial forecasting models for better decision-making, utilizing advanced data analytics techniques.
- Streamlined financial reporting processes by implementing automated systems, leading to improved efficiency and accuracy.
Financial, Pricing, and Operations Advisor
Tennessee Valley Authority
01.2000 - 01.2009
- Lead financial, pricing, and deal analysis for revenue requirements, system and generation planning, and financial risk management
- Developed commodity pricing models and analysis to optimize use of system resources, market transactions, and manage profit and loss impact
- Compliance review and implementation in adherence with guidelines from EPA, FERC, and NERC
- Produced hedging strategies using stochastic forecasts of marginal costs, physical and financial positions, to optimize margins, reduce system costs, and limit market exposure
- Performed due diligence and commodity risk assessment on natural gas, power, and coal deals including lease/purchase analyses, futures, options and derivatives contracts, using energy trading and risk management systems
- Program manager for developing and negotiating power supply contracts including managing customer interface and implementing and managing demand side management programs
- Developed Excel programs to automate forecasting and audit processes
- Group leader for talent development, recruiting, and selecting new hires
- Apprentice for Ike Zeringue, President and COO.
- Collaborated with cross-functional teams to optimize financial strategies and achieve company goals.
- Improved financial reporting accuracy by streamlining data collection and analysis processes.
Education
M.B.A. with emphasis in Finance -
Mississippi State University
Starkville, MS05.2001
B.S. Marketing -
Mississippi State University
Starkville, MS01.1999
Skills
Expert level for Microsoft Excel
- VLOOKUPS
- Microsoft Access
- Microsoft Office Suite
- Finance Tax and Accounting programs
- IFS
- ERP
- CRM
- Mavenlink
- NetSuite
- Cognos
- Hyperion
- UI Planner
- Clarity
- Planning & Risk
- Saturn
- Monte Carlo and Black-Scholes Valuation
- Management
- Communication
- Financial Management
- Financial Analysis
- Client Management
- Compliance
- Income Statement Analysis
- Cash Flow Analysis
- Staff Management
- Cost Analysis
- Assessments
- Operations Analysis
Community Service And Youth Development
I created an organization in the community with a mission to develop and train young athletes to play on the collegiate level under the direction of professional athletes, college level coaches, and professional trainers.
Timeline
Consultant, Financial Strategies
L & L Global International
01.2018 - Current
Lead Financial Analyst
Oglethorpe Power Corporation
01.2009 - 01.2019
Financial, Pricing, and Operations Advisor
Tennessee Valley Authority
01.2000 - 01.2009
M.B.A. with emphasis in Finance -
Mississippi State University
B.S. Marketing -
Mississippi State University
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