Julie Lieberman Managing Consultant

EDUCATION

M.S., Finance, Boston College | Graduated with Honors
B.S., Accounting, Indiana University

YEARS EXPERIENCE

30

PROFESSIONAL ASSOCIATIONS

New England Women in Energy and the Environment

RELEVANT EXPERTISE

Utility Ratemaking and Accounting, Transmission Planning and Cost Allocation, Cost of Capital, Utility Sector Decarbonization, Alternative Utility Regulatory Models, Transaction Facilitation, Valuation, Risk Management, and Expert Witness Testimony

Julie Lieberman Managing Consultant

Ms. Lieberman is a financial and economic consultant with over 30 years of experience in the energy industry. Her broad base of experience as a financial and economic consultant in the energy sector includes: utility ratemaking, regulatory policy and compliance, due diligence and litigation support and analysis, risk management, asset valuation and modeling, transmission planning and cost allocation, wholesale and retail energy trading and operations, energy procurement and scheduling, and utility hedging strategies.

Ms. Lieberman is a testifying expert and has authored research reports in both regulatory and non-regulatory proceedings on issues pertaining to transmission planning, gas utility decarbonization, cost of capital, and utility ratemaking. She has most recently focused her efforts on reformation of transmission planning processes to enable renewable development, utility sector decarbonization, alternative utility regulatory models, issues pertaining to cost of capital, capital structure, tax, and risk-mitigating rate mechanisms. Ms. Lieberman has performed extensive economic analyses, financial modeling, regulatory research, and is proficient in Microsoft Office applications.  Prior to her consulting career, Ms. Lieberman served in the financial and risk related fields in the unregulated energy trading and marketing sector. She holds a M.S. in Finance from Boston College, a B.S. in Accounting from Indiana University, is a licensed CPA (Texas), and is a FINRA licensed securities professional (Series 7, 63, and 79). Ms. Lieberman has served as the Treasurer of New England Women in Energy and the Environment (NEWIEE) since 2008.

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