Shelly Goswami-Kurtz - Associate
Shelly is a proven Strategic Planning and Investment Decision Quality Leader and holds a deep understanding of data-driven, decision making and risk management, positioning her uniquely to bridge a gap often prevalent between (1) technology/analytics, (2) operations/ asset management/ project management, and (3) executive management. Her breadth includes nearly two decades of assignments and formal education specializing in business development, strategy, and commercial functions across all segments of the energy value chain. |
Key Skills and Selected Accomplishments
1) Analyzing and interpreting financial reports for the successful management of operating and capital budgets. Developing both long and short term, fit-
for-purpose strategic plans, reforecasts, and asset valuations.
- Achieved a systematic and sustainable approach to an upstream portfolio analysis covering assets with an NPV range of $11B.
- Led team of planners to build annual plans for California NOJV power assets with total annual NIBT ~$130MM.
- Ensured compliance on US gas pipelines through credit reviews & limit setting of existing and future counter-parties, exposure reporting, auditing
(SOX, internal, & external), and process controls
2) Managing organizational change to adapt both in times of financial growth and in drastic, adverse economic climates. Navigating and simplifying
complex organization with vigor to promote transparency and governance for internal compliance, external auditors, and regulatory agencies.
Understanding business drivers & collaboration with technical experts.
- Reduced critical path time in well-planning bridging exploration, appraisal, and drilling and 10% of core storage feeds Capital Stewardship,
Organizational Capability, and Lean Sigma Management Advisor.
- Developed and managed $60MM OpEx budget within 1% of plan and led initiative to capture cost savings of $1.4MM during the 2008-2009
downturn for a global Supply & Trading technology budget.
- Created risk and recovery methodology and financial modeling to account for contractual obligations, historical transportation usage, and
scheduling pathways. Modeling used in US Bankruptcy court, resulting in ~$225MM in recovery.
3) Presenting effectively at various organization levels for both internal and external stakeholders and shareholders.
- Facilitated approval of Major Capital Project Reports of ~$18B to Vice Chairman’s office. Utilized in internal town halls and external investor
updates.
- Selected as Advisor to Vice President’s Strategic Leadership Team and responsible for Decision Review Boards and consequent Governance and
Facilitation.
- Oversaw presentation and engagements at internal and JV Management Committees.
Industry Thoughts & Value Creation
Energy is still recovering from the most recent downtown and capital crunch and many organizations are either no longer building or unable to retain certain base competencies in-house, including but not limited to strategy and planning, which are essential for operational resilience and sustainability. The emergence of the fourth industrial revolution introduces tremendous opportunity for opportunities, even in light of its current challenges.
- Bringing a breadth of experience managing, scrubbing, consolidating, and translating big data for a major operator for a decade - Shelly knows
where to look for information and how to it is used appropriately in the business to affect change leadership.
- She develops cross-functional partnerships with ease and enjoys watching organizations transform by promoting critical dialogue so her clients can
better understand, anticipate, and adapt to the energy industry’s rapidly-changing shift.
Based on client needs, Shelly’s offerings can be bespoke or standardized.
- Framing and Facilitation
- Opportunity and Uncertainty Identification
- Scenario and Risk Mitigation Planning
- Workflow Prioritization and Capital Efficiency
- Deal Structuring and Negotiations
- Decision Quality
- Organizational Leadership Behavioral Coaching
- Competitor and Industry Research
Energy Industry Experience
Chevron Corporation. Oil, Gas & Power. Upstream, Midstream & Downstream.
TransCanada. Gas
Outside of Work
Shelly is a strong champion for women and women in leadership. Along with having served on the Sustaining Board for of the Junior League of Houston, she provides pro-bono advisory services to non-profit executives as well as to emerging female small business owners to make well-informed decisions. She and her family reside in Houston, Texas.
Education
A.B. FREEMAN SCHOOL OF BUSINESS, TULANE UNIVERSITY
Master of Business Administration; Concentrations: Finance, Management, Energy
MILLSAPS COLLEGE
Bachelor of Science; Major: Economics, Minor: Chemistry
1) Analyzing and interpreting financial reports for the successful management of operating and capital budgets. Developing both long and short term, fit-
for-purpose strategic plans, reforecasts, and asset valuations.
- Achieved a systematic and sustainable approach to an upstream portfolio analysis covering assets with an NPV range of $11B.
- Led team of planners to build annual plans for California NOJV power assets with total annual NIBT ~$130MM.
- Ensured compliance on US gas pipelines through credit reviews & limit setting of existing and future counter-parties, exposure reporting, auditing
(SOX, internal, & external), and process controls
2) Managing organizational change to adapt both in times of financial growth and in drastic, adverse economic climates. Navigating and simplifying
complex organization with vigor to promote transparency and governance for internal compliance, external auditors, and regulatory agencies.
Understanding business drivers & collaboration with technical experts.
- Reduced critical path time in well-planning bridging exploration, appraisal, and drilling and 10% of core storage feeds Capital Stewardship,
Organizational Capability, and Lean Sigma Management Advisor.
- Developed and managed $60MM OpEx budget within 1% of plan and led initiative to capture cost savings of $1.4MM during the 2008-2009
downturn for a global Supply & Trading technology budget.
- Created risk and recovery methodology and financial modeling to account for contractual obligations, historical transportation usage, and
scheduling pathways. Modeling used in US Bankruptcy court, resulting in ~$225MM in recovery.
3) Presenting effectively at various organization levels for both internal and external stakeholders and shareholders.
- Facilitated approval of Major Capital Project Reports of ~$18B to Vice Chairman’s office. Utilized in internal town halls and external investor
updates.
- Selected as Advisor to Vice President’s Strategic Leadership Team and responsible for Decision Review Boards and consequent Governance and
Facilitation.
- Oversaw presentation and engagements at internal and JV Management Committees.
Industry Thoughts & Value Creation
Energy is still recovering from the most recent downtown and capital crunch and many organizations are either no longer building or unable to retain certain base competencies in-house, including but not limited to strategy and planning, which are essential for operational resilience and sustainability. The emergence of the fourth industrial revolution introduces tremendous opportunity for opportunities, even in light of its current challenges.
- Bringing a breadth of experience managing, scrubbing, consolidating, and translating big data for a major operator for a decade - Shelly knows
where to look for information and how to it is used appropriately in the business to affect change leadership.
- She develops cross-functional partnerships with ease and enjoys watching organizations transform by promoting critical dialogue so her clients can
better understand, anticipate, and adapt to the energy industry’s rapidly-changing shift.
Based on client needs, Shelly’s offerings can be bespoke or standardized.
- Framing and Facilitation
- Opportunity and Uncertainty Identification
- Scenario and Risk Mitigation Planning
- Workflow Prioritization and Capital Efficiency
- Deal Structuring and Negotiations
- Decision Quality
- Organizational Leadership Behavioral Coaching
- Competitor and Industry Research
Energy Industry Experience
Chevron Corporation. Oil, Gas & Power. Upstream, Midstream & Downstream.
TransCanada. Gas
Outside of Work
Shelly is a strong champion for women and women in leadership. Along with having served on the Sustaining Board for of the Junior League of Houston, she provides pro-bono advisory services to non-profit executives as well as to emerging female small business owners to make well-informed decisions. She and her family reside in Houston, Texas.
Education
A.B. FREEMAN SCHOOL OF BUSINESS, TULANE UNIVERSITY
Master of Business Administration; Concentrations: Finance, Management, Energy
MILLSAPS COLLEGE
Bachelor of Science; Major: Economics, Minor: Chemistry
