OBJECTIVE
To help define the future with a great team by providing business
management, project control and scheduling support to the most
challenging and complex job assignments through accurate forecasts,
reports and analyzes. Contribute to the team by managing the
company's business activity, including accurate and timely cost
reporting to the team, customers, and contractors on all categories
of direct and indirect costs, across all approved budget types.
QUALIFICATIONS
Extensive experience in business management, financial management,
cost analysis, cost reporting, cost estimating, contract management
and proposal preparation on major government aerospace contracts in
a web based, multi-site/multi-task IPT team environments. Deep
understanding and experience in the usage and application of ERP
systems, including use of EVMS cost management principles as a
subject matter expert (SME) on all types of programs, including
EAC's, CPI/SPI, CV/SV, and C/SSR & CPR CDRL/SDRL submittals.
Extensive experience with corporate accounting and reporting
including understanding GAAP & SOX requirements, standard costing,
P&L and balance sheet accounting, project & organizational
budgeting, variance analysis, manpower projections, labor and
overhead rate development, revenue forecasting, and oversight or AP
& AR functions. Experience is coupled with strong analytical and
communication abilities in a multitude of program control,
operational and corporate situations and environments. Ability to
operate and communicate effectively with all levels of management,
executive leadership and customer representatives. Strong working
knowledge of EXCEL, all MS office programs, and ERP systems such as
SAP, People-Soft, Enterprise One, ROI and COBRA. Accounting system
experience includes use of SAP (FICO) and QuickBooks. Security
clearance active form 2002 to 2005 (top secret/DOD).
SECURITY CLEARANCE
CITIZENSHIP
TOP SECRET (DOD) U.S.
Citizen
Active from May 2002 to March 2005
EXPERIENCE
DESIGNED METAL CONNECTIONS - GARDENA, CA.
2009 - Current
Senior Cost Accountant / CFO assistant
Manufacturing plant controller and CFO assistant for aerospace fitting
manufacture owned by an international venture capital investment
company supplying aircraft parts to commercial and military customers.
Responsible for establishing a standard cost system, inventory
management, and analysis of manufacturing cost variances. Lead focal
for external audit activities relative to SOX requirements, monthly
P&L, and balance sheet reporting to CFO & CEO prior to board meetings
with VC board members. Executive lead focal for establishment and
maintenance of newly instituted manufacturing standard costing system.
Ensures accurate inventory valuation and manages cost variance
analysis working with engineering and operational directors. Manages
budgets and expense accounts with in Enterprise One / People-soft ERP
system as well as over-sight of engineering change control process
including supplying IT leadership and designers directives to ensure
system integrity and accuracy. Maintains and updates manufacturing
labor and overhead rate pools for all operational departments.
Provides gross margin performance and variance analysis for all
product lines managers, directors, and vice presidents while working
with plant operations leadership to ensure cost margin performance
goals are fulfilled and reporting requirements are fulfilled.
CERADYNE - COSTA MESA, CA.
2007 - 2009
Senior Cost & Systems Analyst
. Business and Accounting manager for company's original product
division fabricating advanced ceramic products for multiple industries
including aerospace, automotive, industrial wear, electronic, medical
and orthodontic. 2008 sales for this division were over $50M.
Responsible for all business aspects of the division answering to the
director of Commercial Products, Vice President of Operations and the
CFO. Monthly financial report debrief to the CFO including variance
analysis, cause and corrective action analysis, and near term
forecasting. Duties include but not limited to: (1) weekly variance
reviews & financial reporting, (2) Monthly & Annual Proforma budget
development & actual cost performance assessments with variance to
plan, (3) new product pricing and proposal support, (4) standard cost
analysis and maintenance including reconciliation of direct hourly
labor rates for payroll and department burden rates for expenses, (5)
general ledger analysis, (6) journal entries, (7) period end
accounting close processes (monthly, quarterly, year end), (8) annual
physical inventory planning, training & management, (9) SOX compliance
assurance and audit support (internal & external), (10) historical
actual & standard cost variance analysis, (11) support product line
transfers to emerging international production facilities located in
Asia, Canada and Europe, (12) internal Make/Buy cost studies, and (13)
Audit, review, and maintenance of bills of material. Member of system
deployment team for new ERP system SAP to be implemented during
CY'2008 and 2009 including proposal of system improvements and
procedures. APICS CPIM certification in progress with 3 of 5 tiers
complete. Duties included over-site of multiple sites.
MILLENWORKS - TUSTIN, CA.
October, 2006 - Dec, 2006
Cost Accountant
Contract position
. Contract position to assist this small engineering prototype company
with establishing an EVMS program to support the contract and FAR
requirements relative to their recently won $25 million subcontract to
Lockheed Martin's FCS MULE program. Additional support to controller
and program managers for various accounting duties including weekly
job cost summaries, running and utilizing QuickBooks and TimeSite
reports, analyzing the extracted data, and summarizing data into
weekly job cost summaries for each active project including CPI
performance, profitability, and billing/payment assessments. Provide
EVMS support to the controller and the program managers of their $25
million FCS MULE program with monthly BCWP variance reports, as well
as their monthly CPR SDRL's submittals. Processed monthly invoices by
utilizing report data and forms housed in their QuickBooks software.
Also developed a WBS variance report with a procedure for the MULE
program manager that calculated monthly and cumulative SV/CV, SPI/CPI,
ACWP, BCWS and BCWP variances at the lowest level of their WBS cost
structure.
CAMBRO MANUFACTURING - HUNTINGTON BEACH, CA.
2005 -2006
Senior Process Cost Accountant
. Manufacturing unit Business Manager responsible for a broad scope of
production and cost performance indices for the company's most complex
and profitable business unit. Oversight of a three shift, highly
intensive production unit's cost and production performance.
Maintenance and oversight of Production Bills of Materials (BOM's) and
Production Models (PM's). Interface and analysis of the company's
financial performance database requiring downloads and advanced excel
interfacing utilizing pivot tables, macros and VLOOKUP's. Monthly
accounting month end closeout reporting cycle support to CFO/CEO,
corporate controller, and director of operations. Yearly bonus (10-
15%) tied directly to production unit's performance as well as
personal performance goals. Direct report to the operations
controller.
THE BOEING COMPANY - HUNTINGTON BEACH, CA.
1987 - 2005
Lead Business Integrator, Multi-Site Team Lead - Phantom Works
2003 - 2005
. Lead Business Integrator for the Advanced Materials and Process
Technology organization.
. EVMS Subject matter expert (SME).
. Responsible for all business activity and reporting for the entire
multi-site organization.
. Responsible for coordination and execution of both monthly and
quarterly reporting cycles for the organization's programs, projects,
and other areas of responsibility.
. 2004 scope of responsibility:
. $22.9M in CRAD and OTA activity. $6.9M in backlog.
. $3.1M in yearly IRAD enabling activity.
. $23.3M in potential and pending new capture.
. $68.4M in Tech Transition value.
THE BOEING COMPANY - HUNTINGTON BEACH, CA. (continued) 1987 - 2005
Business and Planning Analyst - Phantom Works (Advanced R&D)
2001 - 2005
. Responsible for all Southern California business activity on the AVTIP
program (Air Vehicle Technology Integration Program) managed using
EVMS cost management principals including monthly variance analysis
and SPI/CPI calculations, and EAC calculations.
. Responsible for the assurance of program performance in Cost, Schedule
and Technical arenas.
. Responsible for coordination and support assurance for the entire
project-life-cycle. From pre-proposal activity (Gate A) to contract
close-out. "Womb to Tomb" responsibility to the Seattle program
office.
. Execute and/or oversee monthly business reporting cycles and technical
deliverables (CDRL's).
. Conduct quarterly EAC and Technical reviews of each active program.
. 2004 scope of responsibility:
. $13.9M in total program value, with $4.3M in current back-log.
. Scope equals 17 individual delivery orders, with 9 completed
through 1Q'04.
Cost Account Manager - Product Support/International Space Station
1999 - 2001
. Cost account manager for Product Support group at Huntington Beach on
the International Space Station program.
. CAM responsibilities included Proposal support, Basis of Estimate
writing, Contract negotiations, Variance Analysis reporting, Estimate
at Completions, SPI/CPI analysis, and preparation of project planning
charts and schedules development all with in an EVMS cost control
environment.
. Group was responsible for transporting Space Station Elements to and
from multiple Boeing and NASA sites during the program's assembly,
testing and delivery phase (DDT&E).
. Group also managed disposition of remaining Space Station property
according to FAR regulations back to NASA after program closeout.
Included disposition of property relative to NASA's contingency plans.
Business and Planning Analyst - Delta III & IV (Launch Vehicles)
1995 - 1999
. Responsible for monthly and quarterly financial reporting for Delta
III tooling development cost accounts.
. Coordinated with cost account managers to develop and analyze
financial reports.
. Reported monthly earned-value and prepared variance analysis reports
for cost account work packages.
. Coordinated quarterly EVMS EAC process in support of management and
the program unit objectives including weekly SPI and CPI reporting.
. Provided cost estimates and facilitated change proposal activities.
. Established the baseline budgets for mission specific and launch
support requirements for Delta III's first twenty launches.
Cost Account Analyst - Mast Mounted Sight & Navy TISS Program
1995 - 1996
. Estimated work-scope packages and provided basis of estimates (BOE's)
for product support and field service depot support contracts on the
U.S. Army's Mast Mounted Sight program (MMS), and the Navy's TISS
program.
. Supported contracts and pricing groups during the critical fact-
finding and negotiation phases.
. Managed and maintained indirect, direct, capital, and new business
fund (NBF) budgets.
. Provided inputs for Operating Plan and organizational staffing
projections to Financial Planning.
Program Analyst
1993 -
1995
. Supported and directed production activities for the Army's Mast
Mounted Sight program at the Monrovia site. Responsibilities included
cost and schedule assurance for assigned areas and reported directly
to the Senior Manager of Production.
. Coordinate various production problems and assist in engineering
integration of development and production programs.
. Ensure on time deliveries and report progress daily to customers and
management. Significant accomplishments include.
THE BOEING COMPANY - HUNTINGTON BEACH, CA. (continued) 1987 - 2005
Manufacturing & Operations Analyst
1987 - 1993
. Coordinate the investigation of fabrication and assembly process
problems associated with high dollar hardware manufactured by
Huntington Beach's operations group. Included cost comparisons between
actual production costs and the originally estimated costs.
. Create and Integrate corrective actions to eliminate identified cost
drivers with the effected production departments and report findings
to upper management.
. Participant as an auditor for an Air Force "Should Cost" review at
Aero-Jet, Sacramento where cost of production costs were audited
relative to proposal estimates and disclosure statements.
FORMAL EDUCATION
UNIVERSITY OF PHOENIX - PHOENIX, AZ BUSINESS
MANAGEMENT
UNIVERSITY OF CALIFORNIA - IRVINE, CA
ECONOMICS / MANAGEMENT
CERTIFICATE COURSES
CAL STATE POLY. UNIVERSITY - POMONA, CA
ENGINEERING
. SYSTEM FAILURE ANALYSIS
Certificate course taken in 1992
APICS CPIM Certificate courses taken in 2008-2009
COMPUTER AND BUSINESS SYSTEMS / SOFTWARE
BUSINESS WARE (ERP): SAP, People Soft, Enterprise One, ROI, COBRA, CSPR,
ICHS, LOAS, VISTA, KRONOS, PRISM, IGL, IMFS/GLPC,
WEBVIEW, 4D Proposal, PMS, IPACS, MACPAC, Striped
Lightning, OBMS, OMEGA, HP MRP, MRPII, PFU, IMS,
MAPPERS, HP Quality Systems, WINSIGHT.
ACCOUNTING WARE: QuickBooks and TimeSite.
SOFTWARE: Microsoft Office (Excel, Powerpoint, Word, Project,
Outlook, ect).
REFERENCES:
Available upon request