The Siegfried Group

energy & utilities clients

To read a more in-depth summary of the projects we've completed within the energy & utilities industry, select the PDF button to the left.

Fortune 500 Electric Utility Company

•  Project Manager responsible for leading the IT, SAP and Lotus Notes application team to design, develop and implement a new Lotus Notes Accrual Database
• Responsible for managing the Accounts Payable accrual process for all purchase orders related to day to day operations
• In charge of evaluating current processes and making recommendations for streamlining the current manual intensive accrual process
• Manage the subsequent review process for all purchase orders over $10,000 to ensure that they have been accounted for according to GAAP and SOX requirements pu in place by Big 4 external auditors
• Partnering with the senior financial management team to ensure compliance with external audit findings for the accounts payable function
• Managing the reporting and authorization process for the company purchase card program
• Prepared income statements for discontinued operations related to sale of generating facilities
• Performed flux analysis of accounts payable general ledger accounts for five legal entities
• Performed the financial reporting for the Management Discussion and Analysis of the 10Q for three entities

Fortune 100 Independent Oil Refiner and Marketer

• Assistged with the reconciliation of prior years excise tax filings
• Performed sales tax research regarding recent policy changes and implications on future operations
• Performed FAS 109 reconciliations
• Assisted with cyclical regulatory compliance for various states

Fortune 500 Energy Company   

• Tax resource for special projects including FIN 48
• Prepared complex financial analyses of FIN 48
• Conducted interviews with personnel to determin uncertain tax positions and impace of the FIN 48 analysis
• Provided recommendations to management for improvements to the financial model prepared as of the FIN 48 implementation date
• Performed ad hoc requests related to the financial model for hypothetical FIN 48 scenarios  

Independent Power Producer

• Prepared financial statements including balance sheet, income statement, member's equity and statement of cash flows
• Assisted with cash flows and intercompany projects
• Reviewed monthly Sarbanes-Oxley documentation
• Prepared and analyzed responses to auditor requests
• Provided procedural and technical training and guidance

Fortune 500 Public Utility Company

• Prepared Company benefit plan reports for Active and Retiree Health Care Employees
• Managed and facilitated relationship with trustee
• Used trustee investment classifications and annual figures to prepare financial statements on an accrual basis and verified proper classification
• Assisted the financial reporting department in the review and completion of financial statements in compliance with quaterly SEC requirements
• Performed financial reporting, notes to the financials, and financial analysis on two pension funds
• Created a new system for financial statement preparation using the new custodian's data and assisted with report 5500
• Facilitiated the audit by providing detailed support to the financials, footnotes and responded to audit inquiries