Project Manager Management

Overview

Career Objective

The ideal position will allow me to use my business management and finance

expertise with the ability to cross functional boundaries, interface

throughout the management chain, and provide customer support.

Accomplishments

- Implemented modified EVMS (Earned Value Management Systems); worked full

EVMS

- Saved approximately $1M investment costs and $300K recurring costs by

improving processes, thereby not requiring the purchase of a mainframe

software system

- Saved $400K in interest costs by negotiating early milestones

- Negotiated schedule which allowed the first on-time deliveries in ten

years

Summary of Qualifications

- Over 20 years Project and Finance experience leading teams

. Responsible for all cost and schedule internal and external reporting

. Responsible for Business Forecasts (sales, margins, Estimates at

Complete, budgets)

. Determine requirements and implement modified EVMS

. Ensure Control Account Managers (CAMs) provide complete, current and

accurate information via data downloaded from SAP, Oracle and other

mainframe apps.

. Work with contracts and subcontracts to ensure compliance with FAR

(Federal Acquisition Regulations) and contractual requirements

. Experience working with functional groups and Integrated Product Teams

(IPTs)

. Project Manager for multi-million dollar test program

- Financial Management of discretionary resources

. Overhead, Capital & IRAD (Independent Research and Development)

- Interface with external and internal customers

. Prepare both external and internal progress reports

. Review Program Managers reports prior to customer submittal

. Program Management and Finance background

- Proposal development and cost estimating

. Business Operations lead on 15 proposals in 2008; 5 in 2009

. CPFF, FFP, T&M and OTA (Other Transaction Agreement)

- Ability to learn new business models and incorporate appropriate

management tools

. High Energy Laser Development

. High-Tech Electronics

. Rocket Production

. Turn-key Software/Hardware Development (International)

- Leader of a non-profit organization that emphasizes integrity and

personal growth

. Past president of a group of 240 people

o Run monthly meetings, ensure members perform duties as required

(evaluate proficiency and place members in appropriate offices),

plan the year's activities and oversee fruitful completion

. Past president of the group that manages the building, its maintenance

and rentals

RESUME

EXPERIENCE:

Sr. Financial Analyst / Finance Manager / Business Manager

8/2010-Present SLAC Menlo Park, CA

General business and financial management, working with Particle Physics

and Astrophysics management on strategic planning and process improvements.

. Provide PPA financial information to both internal and external

stakeholders.

. Provide leadership in financial management for PPA. Responsibilities

include budget preparation and budget execution, as well as financial

consulting and advisory services.

. Evaluate resource requirements for scientific programs, including PPA

manpower analysis for the PPA Director and the Demographics presentation

for DOE.

. Review the P-Card application as applied to PPA as part of ensuring

financial control functions are in place within PPA.

. Assist in the DOE Budget Briefing Baseline, overseeing the Directorate

inputs. Developed processes to ensure immediate and correct updates to

related reports, without the need for manual extraction.

Consultant

11/2009-8/2010 Self employed Morgan Hill, CA

General business consulting

. Apply business management techniques to ensure proper systems are in

place to maximize efficiencies

. Use Microsoft Office and other specialized applications as appropriate

Multi-Functional Financial Analyst Sr. Staff

6/2007 - 11/2009 Lockheed Martin-SSC Sunnyvale, CA

Advanced Programs (AP) within the Strategic & Missile Defense Systems (SMD)

Line of Business.

Senior Staff within Finance & Business Operations

. Hands-on financial analysis and management of the Directed Energy effort

within Advanced Programs and selected IRAD (up to 10 projects at any given

time).

. Develop, monitor and analyze budgets, estimates and related costs using

Earned Value Management Systems (EVMS) techniques; create manpower

tracking models for billing

. Manage and support AP proposals (10 in 2009); valued from $20K to over

$400M.

. Ensure credible schedules are developed and maintained.

. Work with Contracts to ensure compliance with FAR and contracting

documents and ensure Operational Directives (ODs) are timely and correct.

. Hands-on reporting and analysis with program managers for internal and

customer reviews.

. Direct the FP&A (Financial Planning and Analysis) function.

. Reviewed and analyzed actual costs against plan for the business unit

Controllable Overhead Expenses.

Integrated Product Team (IPT) Business Unit Manager

6/2005 - 6/2007 PSEMC, Danaher Corp Hollister, CA

This division recently merged four companies that specialize in the design,

development and manufacture of customer-specific legacy and high technology

solutions in laser/electronic and energetic materials systems.

Business Unit Manager/Controller - Electronics Systems

. Hands-on analysis and management of the FP&A function for the Electronic

Systems IPT, with one direct report. Managed the EVMS process and

developed ad hoc reporting.

. Develop and support the Annual Operating plan: Sales, Orders, Margin and

Controllable Overhead Expenses.

. Hands-on reporting and analysis with program managers for internal and

corporate reviews.

. Review and analyze actual costs against plan for the IPT Controllable

Overhead Expenses.

. Fill in for General Manager at daily management meetings and other

functions during his absence.

. Work with Chief Financial Officer to ensure policies and procedures are

in place to protect company assets.

. Direct Accounts Receivable and contracts in customer billing and penalty

enforcement guidelines.

. Work with all levels within the company to develop viable proposals.

Independent Contractor

10/2001 - 6/2005 TeamWoods Santa Clara, CA

. Write and negotiate contracts.

. Perform financial analyses and explain results to non-financial clients.

. Follow through on contractual requirements to ensure compliance with

Terms & Conditions as well as government regulations.

. Develop systems and procedures to inform, train and report to clients and

peers.

. Utilize Excel, Word and PowerPoint to develop personal, mass and

educational presentations.

. Train industry professionals.

Manager, FP&A

8/1996 - 9/2001 Loral Systems Palo Alto, CA

Multi-national commercial communications corporation that specializes in

the design, development, manufacture and service of customer-specific

wireless voice and data infrastructure solutions.

Manager, FP&A

. Hands-on analysis and management of the FP&A function, including Earned

Value Management Systems (EVMS).

. Manage Controller and subordinate staff on month end closings and intra-

company treasury operations.

. Work with Chief Financial Officer and Deloitte & Touche ensuring policies

and procedures in place to protect company assets.

. Directed A/R in customer billing and penalty enforcement guidelines,

including interest payments.

. Successfully managed problematic contracts.

. Prepared and presented contract kick-off meetings for both technical and

financial impacts.

. Mentored financial analysts in financial review techniques, including

budgeting, forecasting and variance analysis. Implemented procedures after

Oracle implementation.

Business Unit Finance Manager

4/1985 - 8/1996 United Technologies San Jose, CA

Leading, publicly traded, technology company.

Business Unit Finance Manager/Project Manager

. P&L and FP&A responsibility, including EVMS of Inertial Upper Stage (IUS)

Business Unit.

. Increased profit margins by 20% in declining market while directing

finance, accounting, project, contract and sub-contract functions.

. Lead negotiator for $53 million production contract.

. Directed A/P, A/R and Controller staff on all financial issues.

. Successfully directed, as Project Manager, a major in-house manufacturing

initiative.

EDUCATION:

6/1995 UTC Management Academy Santa Clara

Professional leadership and management techniques.

Master's Degree

12/1988 University of Southern California Los Angeles

Master of Science-Systems Management. Specialty: Research & Development.

This MBA type degree combined business analysis, business management and

human factors in order to view the business environment as an inter-related

system of people, hardware and processes. While working with the details of

individual class work it maintained a focus on the broad picture of

managing in today's society.

Bachelor's Degree

6/1984 San Francisco State San Francisco

Bachelor of Science - Business Analysis. This business degree focused on

computers and the systems necessary to run the modern complex corporation.

AFFILIATIONS:

2/2001 - 6/2006 Institute of Management Accountants

CMA in process

SKILLS:

Expert PC and mainframe proficiency: fluent in all major program

disciplines including Word, Excel, PowerPoint, Project, Outlook, SAP,

Oracle and Access. Completed "CostView for Advanced Users Training."

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