Summary of Experience
Julie Lieberman, Senior Project Manager, is a financial and economic consultant with over 25 years of experience in the energy industry. Her broad base of experience includes: financial and economic consulting in the energy sector, risk management, asset valuation and modeling, wholesale and retail energy trading and operations, energy procurement and scheduling, hedging strategies, regulatory policy and compliance, utility ratemaking, due diligence and litigation support and analysis. She has performed a variety of economic analyses, extensive regulatory research and assisted in the preparation of testimony and research reports in both regulatory and non-regulatory proceedings. Ms. Lieberman has performed focused regulatory research on Dodd Frank legislation and its implications for the energy sector, with a particular concentration on the regulated end-user segment. Ms. Lieberman is proficient in Microsoft Office applications, Crystal Ball, and SPSS and has used option modeling, Monte Carlo simulations, and VAR analysis in a variety of risk applications. Prior to joining Concentric, Ms. Lieberman served in the financial and risk related fields in the unregulated energy trading and marketing sector.
M.S., Finance, Boston College, with Honors
B.S., Accounting, Indiana University
Licensed Securities Professional: NASD Series 7, 63, and 79 Licenses
Certified Public Accountant, Houston, TX
We managed all of our client’s overall transmission-related U.S. Department of Energy (“DOE”) loan guarantee effort. Working with the client’s internal team and its other outside advisors, our team was responsible for insuring that the client was well-positioned to have its application favorably received by the DOE, all required documentation for the application was completed and filed […]
We assisted a natural gas utility as it sought compensation for gas that was delivered but not paid for by a customer. We prepared an expert report that addresses gas billing and accounting, gas balancing and transfers, and analysis of damages claimed in the litigation and the appropriate methods for, or criteria applicable to, their quantification.