Financial Program/Project Management Supervisor and Facilities Engineer,
excellent at leading Project Managers to identify project cost reductions
and revenue opportunities used by public accounting, finance, engineering
and business development practices. Manager and supervisor of large scale
resources to perform assignments required to bring about the company's
successful completion of projects, on-time and within budget, and where
appropriate, evaluate and reduce taxes. Fluent in Spanish and capable of
translating documents.
U.S. Air Force Auxiliary, Civil Air Patrol - Finance Chair, November, 2009
to Present
Finance Officer, January,
2007 to October, 2009
Independently identify and solicit major fund gifts for aerospace education
instruction at targeted AE benefactors from connections and developed
network contacts, benefactors and ideas, prepare written and oral
presentations under a deadline, short and long range planning
administrator, revenue and expense finance administrator charged with
reorganizing accounting system, supervise project team members and staff,
risk assessment, prepared projected budgets and financial reports to
National Headquarters for 90+ member Non-profit emergency services and
aerospace education U.S. Air Force Auxiliary Cadet Unit.
General Dynamics NASSCO -- Senior Projects Manager - March, 2009 to
October, 2009
Capital
Projects Manager - March, 2007 to February, 2009
Facilities Engineer - December, 2006 to February, 2007
Responsible for analyzing assigned facilities engineering projects to
determine alternatives, evaluate the alternatives, select the plan,
estimate, and implement the one most advantageous to the company on time
and within budget. Assist and advise VP Director of Operations and
Corporate in the development and execution of the corporate Capital
Expenditure Plan and various other capital projects, including all
associated development, design, construction and project management.
Facilitate and participate in collaborative problem solving and decision-
making with other management staff in meeting corporate goals and
objectives. Prepare and issue RFP and manage vendor relationships. Develop
strategy, review, interface and satisfy U.S. Navy facility requirements for
construction and repair contracts.
. Saved $240,000 researching supplier connections over NASSCO's approved
vendor list to blast and recoat the largest floating dry dock on the west
coast of the U.S. Saved additional $40,000 by recommending "Dutch"
auction after negotiated bid. Approved project's accounting and invoice
payments. Collaborated with Program Manager as required to execute
program requirements in compliance with contracts.
. Saved $16,000 per day in pollution fines by applying accounting and
environmental rules to oversee eight-member team of accounting,
transportation and environmental dept supervisors to identify, retire,
purchase or lease $1,200,000 of diesel transportation equipment to comply
with new CARB rules for Tier 3 & 4 engines before agency deadline.
Negotiated and approved procurement, purchase orders, accounting and
invoice payments.
. Saved $100,000+ in expenses over competitive bids by planning,
initiating, chartering, monitoring WBS and installation of "DMZ" to
protect corporate information network from outside threats. Supported
Program Management and Operations Management with data collection of
labor, cost and delivery lead time estimates for resource planning and
monitored key supplier schedules.
. Saved $160,000 negotiating best price from directing 45-member team of
structural engineers, buyers, fabricators, riggers, welders, painters and
mechanics in the year-end holiday removal and installation of new diesel
generator onto key shipyard gantry crane before CARB deadline for
compliance. One year planning included numerous delays, cross dept
conflicts and errors overcome by close supervision and rapid resolution
of issues.
. Saved $77,000 negotiating final bid price to sub-contract 22-member
construction crew in the design build installation of "Pin Jig"
fabrication assembly table. Approved project's accounting and invoice
payments.
. Managed large ($1M+) project budgets for the purchase of materials,
supplies procurement, internal labor charges, applied overhead and costs
associated with contract completion verifying quality assurance of
project deliverables and payment. Monitored work activities of sub-
contractors. Negotiated with U.S Navy & NAVFAC.
. Supervised 15-member team of design engineers, consultants, procurement
and fabrication team to build, one-of-a-kind, four-ton steel "flat-top"
trestles. Negotiated the cost and foreign country fabrication work in
Spanish. Experience with weld work and audit accounting led to the
discovery of overcharges resulting in $14,000 negotiated settlement to
NASSCO. Approved engineering plans, accounting treatment and invoice
payments.
. Wrote Spanish language scopes of work (SOW) on a number of Facilities
Department projects and traveled to Mexican subsidiary saving NASSCO
translation time and money and improving inter-company relations.
. Prepared budget requests with written justifications based on staffing,
facilities and equipment for senior management approval. Identified the
impact of alternative project decisions and presented written analyses
with recommendations of the predicted impact on the organization. Sought
support for ideas from key stakeholders with the result that these ideas
were included in major recommendations made by others.
William Cabot Cleaners, Inc., Co-owner, San Diego - 2001-2006
Owner and operator of one of the largest retail dry cleaning stores and
pickup and delivery services in California.
. Directed team establishing $300,000 in new annual retail store sales
within six months after store opening.
. Developed and employed a marketing strategy that targeted late night
working couples increasing sales 40%.
. Project-managed the installation of equipment and LHI to a number of
stores.
. Gathered information to evaluate and decide market share, construction
and leasing data for new stores.
. Launched sales strategy for expansion into the San Diego market resulting
in one of the largest retail dry cleaners in Southern California.
. Supervised 20 member production and administrative staff.
. Applied for and secured city and district permits, directed installation
of environmentally sensitive equipment including LHI, plumbing,
electrical and drive-through service.
Metro Cleaners - 1991-2001
Owner and operator of the one of the largest retail dry cleaning stores and
delivery services in Hollywood, CA
. Designed and launched customer incentive program and Holiday gift rewards
that increased sales 22%.
. Financed, acquired and sold for profit existing dry cleaning stores in
Hollywood, CA.
. Secured APCD and city permits to install new environmentally sensitive
equipment and overcame city compliance violations when no permits existed
for mature business.
. Motivated and supervised production staff to achieve daily demanding
entertainment costume industry deadlines.
Prudential-Bache Securities - Stock Broker - Two years
. Managed investment portfolios of 100+ investors with above average
performance, including limited partnerships, life insurance and mutual
funds in Beverly Hills, CA. Achieved the Series 7 and 63 licenses.
PriceWaterhouseCoopers, Certified Public Accountants - Senior Tax
Consultant - Two years
Tax Consultant - One year
. Co-managed and supervised nine PriceWaterhouseCoopers staff tax
consultants on the largest Los Angeles federal and state partnership tax
compliance project, under budget and ahead of deadlines.
. Lead senior tax compliance consultant for the Academy Awards (The Oscars)
federal/state corporate tax returns.
Singer, Lewak, Greenbaum & Goldstein, Certified Public Accountants -Staff
Tax Consultant - One year
Monitored and reviewed tax returns prepared by staff accountants for
completion and accuracy. Conducted individual, corporate and partnership
tax research for the benefit of a diverse client base, including
manufacturing and retail.
Coldwell Banker, Assistant Tax Manager, Commercial Real Estate Lease
Division - One year
Evaluated and edited lease documents for state and federal income and sales
tax benefits to parent company.
Bank of America, Los Angeles, CA - Assistant Vice President, Corporate Tax
- Two years
Tax Staff Accountant, Corporate Tax - One
year
Supervised federal and multi-state compliance for Parent Corp. Initiated
tax research for corporate decision and strategy for the delivery of
rolling stock and aviation equipment outside of Los Angeles County after
interpreting sales tax rules for purchases and saving Bank of America
$8,000,000 of sales tax expense.
Military Experience - 2006 to present
United States Air Force Auxiliary, Civil Air Patrol. Squadron Commander,
Finance Officer, Captain
Education, Licenses and Certificates:
. Bachelor of Science, Business Administration, Accounting-University of
Southern California (USC)
. Project Management Certificate (2009) - University of California, San
Diego (UCSD) 3.8 GPA
. PMP Candidate(2010) - Application in process with Project Management
Institute (PMI) - Member
. Squadron Leadership School (2007)- U.S. Air Force Auxiliary, Civil Air
Patrol
. Series 7 & 63 - Investments
Expert: MS Office Suite, Project, Visio, Access, Accounting, MapPoint,
AutoCAD LT, Adobe Acrobat 9 Pro and SAP.
Languages: Fluent in conversational and commercial Spanish and capable of
translating documents with a strong working knowledge of Italian, French,
Portuguese and Catalan.
Communication: Excellent public speaker and writer.