Brad H.
The Dubin Group
Qualifications
Experienced Financial Analyst with strong working background in forecasting, analyzing modeling, strategic
financial planning, quantitative analysis of financial data, and statistical analysis of financial data.
 Provided extensive financial analysis packages and summaries to facilitate sound strategic planning by
business unit executives
 Strong analytical skills, support business operations through comprehensive analysis of actual and projected
financial performance across business units and individual projects.
 Strong regression analysis background
 Collaborated with other functional groups to develop financial models, white papers, and pricing/contracts
 Microsoft Excel expert, specialization in pivot table reports, logical formulas (IF/AND/OR), advanced sorting,
and complex lookups (v-lookups and h-lookups)
Professional Experience
AGL Resources, Atlanta, GA
Planning and Partnership Analyst, Southern Operations Rates and Forecasting
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2010-2012
Supported forecasting of gross margin for annual budget.
Reviewed actual financial performance versus budget and delivered summaries of financial
performance to executive team.
Maintained rate entry for Southern Operations Utilities (1.6m customers) and processed SOX
documentation.
Collaborated with external natural gas retailers and internal customer call center to resolve escalated
customer billing complaints in support of regulatory compliance. Supported state regulatory managers
by providing timely financial analysis as requested.
Identified $700k in budgeted margin which would not be lost during reclassification of certain
commercial customer accounts.
Developed gross margin and usage forecasts for 2013 Mid-Atlantic Operations budgets – 282,000
customers and $154m in gross margin.
Processed 1,300 commercial and residential billing exceptions (out of 35,000 exceptions) during annual
review/recalculation of Southern Operations billing determinants while meeting deadlines for
regulatory compliance
AGL Resources, Atlanta, GA
Planning and Partnership Analyst, Rates and Regulatory
 Analyzed financial performance of regulated utility operations for cost, pricing and return-oninvestment.
 Prepared quarterly survey of pending and completed utility rate cases in Excel and updated Power
Point summary in support of Regulatory leadership decision-making.
 Prepared custom reports by collecting data from peer utilities and by loading data into an Excel-based
residential billing model.
 Supported Director of Regulatory Planning and VP of Rates & Regulatory by compiling and summarizing
research for white papers.
 Supported Marketing and state regulatory affairs managers with timely financial analysis and research
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Developed 5 year ROI forecast model from the ground up to aid in the company’s strategic planning
process.
Collaborated with Marketing and the Manager of Regulatory Affairs for Florida to model financial and
regulatory impacts of a proposed $15m system expansion in Florida.
Served as company point of contact for American Gas Association research requests.
Provided Director of Regulatory Planning and VP of Rates and Regulatory with regulatory due-diligence
related to AGL Resources’ merger with Nicor Gas
Delta Community Credit Union, Atlanta, GA
2009
Co-Op Intern, Strategic Planning and Performance (4 Months)
 Collaborated with Marketing to build a business case for a young adult marketing campaign along with
a turn-key Excel financial model.
 Provided Strategic Planning and outside departments with competitive intelligence reporting and
reporting packages.
RBS WorldPay, Atlanta, GA
2007-2008
Staff Accountant II
 Managed company’s fixed asset portfolios.
 Provided monthly balance sheet reconciliations to assistant controller; oversaw company accrual and
accounts payable balance sheet accounts, worked with accounting management to maintain
compliance with company SOX policies.
Education
Georgia State University, Robinson College of Business
MS in Finance, Investments specialization
2010
Berry College, Campbell School of Business
BS in Economics with a Minor in Business Administration
2007
American Gas Association
American Gas Association Rates School certification
2010