For more than 17 years I worked inside Southern California Edison, first in the Treasurer's Department, building the financial models behind major capital projects, and then in Regulatory Affairs, where I authored and sponsored testimony. I know how a utility builds a revenue requirement, frames a request, and defends it, because I helped do it.
Since 2024 I have put that experience to work for intervenors. I review utility applications, test the assumptions behind them, and prepare testimony that gives the Commission a clear, well-supported alternative.
At Edison, I developed the company's Cost and Rate Tracker. The Commission later required quarterly tracker submissions from California's major utilities in its affordability rulemaking (R.18-07-006, D.22-08-023), and the tool now helps show the rate impacts of pending decisions.
Review of revenue requirements, forecasts, and return on equity in multi-year GRC proceedings.
Scrutiny of major technology and infrastructure programs, including ERP and billing system replacements and AMI 2.0 deployments.
Analysis of what is driving electric rate increases and practical measures to limit future ones.
Written testimony and support through hearings, briefs, and comments in formal CPUC proceedings.
Testimony or comments submitted (* in process) before the California Public Utilities Commission on behalf of Small Business Utility Advocates (SBUA) and The Utility Reform Network (TURN).
| Proceeding | Utility | Matter | Client |
|---|---|---|---|
| A.26-06-015* | SDG&E | 2028 General Rate Case | SBUA |
| A.26-05-002* | SoCalGas and SDG&E | SAP Migration Program | SBUA, TURN |
| R.26-04-009* | Rulemaking | Rate design | SBUA |
| A.26-03-030* | SCE | AMI 2.0 meter replacement | SBUA, TURN |
| A.25-12-019* | SoCalGas | Advanced Meter Infrastructure Replacement | SBUA |
| A.25-12-015 | SCE | North Coast office building sale (Section 851) | SBUA |
| A.25-12-012 | SDG&E | Smart Meter 2.0 | SBUA, TURN |
| R.25-07-013* | Rulemaking | Climate Credit | SBUA |
| A.25-06-017 | Liberty Utilities | 2020 Mountain View Fire cost recovery | SBUA |
| A.25-05-009 | PG&E | 2027 General Rate Case, ROE reconciliation | SBUA |
| A.25-05-009 | PG&E | 2027 General Rate Case | TURN |
| A.25-05-004 | SoCalGas | Customer Information System replacement | SBUA |
| A.25-04-020 | SoCalGas | TIMP/BA cost recovery | SBUA |
| A.25-04-015 | SDG&E | SB 410 energization | SBUA |
| A.25-04-004 | PG&E | Hinkley Compressor Station CPCN | SBUA |
| A.24-10-014 | PG&E | Billing Modernization Initiative | SBUA |
Financial and regulatory policy analysis and expert testimony for intervenors in CPUC proceedings.
Led work on GHG revenue and Climate Credit reporting, proposing improvements to the templates the Commission and the California Air Resources Board use to track the return of GHG funds to customers. Designed and taught cost-of-service ratemaking courses for Edison's leadership development programs from 2015 to 2018.
Senior Financial Analyst, then Senior Project Manager. Prepared cost-benefit analyses and workpapers for SCE's largest capital projects, including the SONGS steam generator replacement, the sale of the Four Corners Generating Station, and the SmartConnect (AMI 1.0) meter deployment. Built models for generation asset valuation and the levelized cost of renewable energy, and updated revenue requirement models for tax changes such as the Investment Tax Credit and FERC incentives.
Senior Financial Analyst at Raytheon, with earlier finance roles at KB Home and Mars/Masterfoods.
If your organization is weighing participation in a CPUC proceeding, or needs an expert to review a utility's request, I'd be glad to talk it through.
My practice centers on California, but I also welcome projects before utility commissions in other states.
matt@sheriffregulatory.com