The Tuck School of Business at Dartmouth

University of Pennsylvania

Monte Vista High School

MBA Candidate at the Tuck School of Business  -  Forte Fellow  -  Student Board

San Francisco, California

Altman Solon

Summer Consultant

- Oversaw ten-person functional team responsible for process simplification and organizational integration of 14+ discrete back office departments, impacting ~3,500+ employees and targeted to yield ~$100M benefits•	Project managed five-year operational redesign of Planning, Scheduling, Dispatch, and Field Execution enterprise functions through end-to-end process improvements, technology agile transformation, role optimization, change management, financial modeling, labor negotiations, and organization design•	Chief of Staff to Vice President of Project Management & Engineering overseeing ~775 internal employees•	Aided in emergency first response 6-week effort to restore natural gas power to 1,800 customers after 2018 Paradise wildfire disaster event on Finance & Planning and Administrative & Logistics teams

Pacific Gas and Electric Company

Expert Program Manager

- Directed establishment of five-year financial & execution plan of $2.8B annual budget; developed strategic goals and metrics with senior leadership & cross-functional enterprise stakeholders, successfully improved content quality and stakeholder satisfaction through implementing efficiency processes, developed quality and safety focused metrics and targets with informed industry benchmarks, and drove organization-wide adoption of strategy through aggressive change management•	Guided cost-reduction financial challenge of ~$260M by developing benefits realization methodology, analyzing resource scenarios, establishing major project reviews >$20M, and prioritizing work executive alternatives with executives▪	Continue to lead financial governance for Gas Operations’ $2.6B annual budget by actively managing forum scope, reviewing strategic information, and ensuring alignment between relevant parties.

Expert Business Analyst

- Led two-person team responsible for financial governance forum for Gas Operations’ portfolio, providing financial visibility & controls of $2.6B annual spend through streamlined processes, quality due diligence, & accurate, timely documentation.▪	Provided decision support of implementation of aggressive cap ex cost cutting initiatives and work prioritization by utilizing quantitative financial analytics & review of executive constraints, resulting in stabilization of financial risk by ~$48M.▪	Provided decision support of business reorganization through launch of financial modeling to quantify savings and resource monitoring reports, resulting in actions driving ~$15M gains.▪	Provided analytical & financial support in business case to enterprise committee to address cost pressures, resulting in $230M funds.▪	Took initiative to lead representation of Gas organization at enterprise forums during the absence of formal leadership for 3 months.

Senior Business Analyst

- Primary financial advisor to the following internal business partners (~$100M): Corporate Affairs (Corporate Relations, SVP)▪	Presented financial findings and analyses of capital, expense, and balancing account key cost drivers▪	Coordinated monthly forecasting to improve budget and spend accuracy >98%▪	Advised appropriate financial and operational recommendations to executive-level partners and Finance management	Sustain client relationships; improved client satisfaction and quality and efficiency of financial service▪	Spearhead strategic financial initiatives: Integrated Planning Process S-2, new cost model change management (Below the Line)▪	Lead external stakeholder project including: audits, regulatory requests, benchmarking, 2017 General Rate Case▪	Drove enterprise-wide cost-benefit initiatives including: company cross-departmental potential savings, and cost analysis/opportunities on customer segmentations and transactions▪	Ensure compliance with regulatory standards including: GRC budget compliance, shareholder funds, FERC accounting ▪	Implement efficiency processes including: budget tracking, S-2 standardization and automation, planning guidelines/templates, forecasting models, process documentation▪	Active role in employee engagement, Investor Relation FACT Team (provide performance research on Consolidated Edison)

Business Finance Analyst

- Managed committee of 8 employees supporting 32% of overall membership by executing 12 annual functions such as: fundraising ~$5K in cultural diversity events and employee career development opportunities with senior leadership▪	Led annual MBA Fair by increasing school participation by 300% and partnerships internally & externally with other organizations by 500%, and adding by 2 more educational events to the series while maintaining a flat budget ▪	Partnered with Ernst & Young & Kaiser Permanente for 2016 Pan-Asian Executive Panel event; record attendance in 6 years

PG&E Asian Employee Resource Group

Vice President of Corporate Relations

- Primary financial advisor to the following internal business partners (~$100M): Customer Care (Field Meter Operations, Customer Fund Management, and SmartMeter Opt Out)	Present financial findings and analyses of capital, expense, and balancing account key cost drivers	Coordinate monthly forecasting to improve budget and spend accuracy >98%	Advise appropriate financial and operational recommendations to executive-level partners and Finance management	Sustain client relationships; improved client satisfaction and quality and efficiency of financial service▪	Spearhead strategic financial initiatives: Integrated Planning Process S-2, new cost model change management (Below the Line)▪	Lead external stakeholder project including: audits, regulatory requests, benchmarking, 2017 General Rate Case▪	Drove enterprise-wide cost-benefit initiatives including: company cross-departmental potential savings, and cost analysis/opportunities on customer segmentations and transactions▪	Ensure compliance with regulatory standards including: GRC budget compliance, shareholder funds, FERC accounting ▪	Implement efficiency processes including: budget tracking, S-2 standardization and automation, planning guidelines/templates, forecasting models, process documentation▪	Active role in employee engagement, Investor Relation FACT Team (provide performance research on Consolidated Edison)

Associate Analyst

- Analyzed potential facility overbuild on 150 MW+ of solar transactions: reviewed contracts and seller documents, and PG&E internal modeling of transactions; concluded contract adjustments necessary to mitigate undesirable incremental deliveries to company renewable portfolio ▪	Facilitated first WREGIS audit on 43 generator units: reviewed documentation, analyzed discrepancies, and coordinated internal review; Audit concluded no disallowance ▪	Reconciled discrepancies in settlements portfolio energy paid to counterparties (~$3B total) and portfolio energy reported to institutions from 2003-2011

Energy Procurement Intern

- Conducted detailed research concerning Fortune 500 companies with divestitures in 1960s-present, including successor entities:o	Identified and researched legacy business versus specified divestitures, and subsequent merger and acquisition transactionso	Analyzed divestiture strategy motives and results through evaluation of performance pre and post divestiture transaction o	Determined whether widely accepted strategy of divesting legacy business is favorable toward the health of the parent company

Elisabeth Sum

Elisabeth Sum