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Project Coordinator, Executive Assistant and Project Administrator

San Francisco, California, United States
January 22, 2018

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Programs Support Specialist / Project Coordinator / MS Project facilitation: SharePoint and Portal Access

Executive Assistant to Corporate Officers: Senior Directors, Departmental Directors, and other professionals in major Fortune 500 corporations, utilities, different industries and government agencies; including cross-functional teams

Accounting Skills, Assistant Auditor / Bookkeeper: Accounts Payable/Account Receivable, Billing/Invoicing, Vendor Management and Reconciliation, Purchase Orders, and Change Orders full scale processing

Document production on all levels, from correspondence to technical writing and manuals

Executive Document Control: File management, contract compliance

General office management

Able to go “outside the box” help collaboratively presentations, filling in details of executives’ plans and concepts

Software: Microsoft Windows 10, and XP; MS Office 2016/365 full program suite; Travel coordination and expense processing/Concur; eProcurement/SRM/Ariba; MS SharePoint, Project, Visio, Excel and FrontPage; SAP R3.0D/AFIS (CATS, Timekeeping, HR & Finance Model 620-B3); WebEx, Adobe Pro, Photoshop, PageMaker


Rose International, Inc. (Contractor) Client Company: Pacific Gas & Electric Company (PG&E), San Francisco, CA 08/2016 – 03/2017

Projects Coordinator and Exec. Assistant; Financial Reporting & Governance (FR&G) / Customer Energy Solutions

Support of FR&G, Energy Efficiency, and Customer Energy Service projects; off-site contracts, scripting minute-by-minute on-site/off-site conferences, prepared and edited presentations merging multiple PowerPoint presentation slides into single presentations and finalizing completed deck for conferences.

Work with individual team members drafting guidance materials documenting work processes in compliance with PG&E Guidance Document System Management (GDSM) with Adobe Premier Pro and MS Word.

Researched and analyzed past expense reports, contracts, change orders, work orders, etc., supporting internal audit team responding to California Public Utility Commission (CPUC) Annual Audit of Energy Efficiency customer programs. Drafted and did final edits on executive’s responses to CPUC Data Requests.

Pacific Gas & Electric Company, San Francisco, CA (FTE) 04/2014 – 04/2015

Exec. Assistant and Project Coordinator; Demand-Side Customer Care Systems & Customer Facing Systems departments/IT Business Technology Line of Business (LOB)

Tracking, monitoring, reporting and overseeing numerous production and administrative projects, coordinating activities on cross functional team of managers, analysts and consultants.

Developing dashboards and data files using Excel tracking principals and contractor time/expenses reports.

Heavy use of Excel for metrics on expense / financial reports; maintain historical files with SharePoint site, etc.

Track expenses and projects, reporting metrics and Excel graphics / charts for two Directors and their teams.

Manage and streamline director and management interview process, prevented schedule conflicts that sped up interview process, teamed with vendors and HR assuring optimal time management for corporate executives.

Organize executive-level meetings; plan and execute conferences, workshops, and other business meetings.

Coordinated all-day “All Hands” statewide off-site conferences, including managing site/vendor contracts for facilities catering; AV; and meeting support, etc. Manage and track details like transportation, accommodations.

AllSource PPC (Contractor) Client Company: PG&E, San Francisco, CA 06/2013 – 11/2013

Exec. Assistant and Project Coordinator to the Director - Political Resources/Corporate Affairs

Coordinate and administer political contributions recommendations (PCR) procedure including processing check requests; track and manage documentation requests to meet legal and regulatory requirements in Excel.

Draft and edit correspondence for Corporate Senior Vice President of Corporate Affairs’ review, approval and distribution; develop and produce reports and research requests using MSWord and Excel.

Exec. Assistant and Project Coordinator to the Director - Compliance & Ethics/Risk & Compliance 01/2013 – 06/2013

Handled calendar management, process contracts, and supply orders. Prepared expense account reports, etc.

Prepare agenda, meeting materials and coordinate corporate executive level Chairman’s Ethics Council/Compliance Champions Meetings track in Excel training, compliance and project goals data, create reports/metrics.

Netsource Inc. (Contractor) Client Company: PG&E, San Francisco, CA 05/2012 – 08/2012

Exec. Secretary and Project Coordinator: Land Surveying & Acquisitions

Handled normal day-to-day administrative activities; meeting coordination, catering requests, calendaring, travel, etc.

Serve as the Notice-of-Construction (NOC) administrator and case manager facilitating public notice process and drafting a new NOC process procedure.

Exec. Assistant/Project Coordinator: Corporate Sustainability 10/2011 – 05/2012

Perform benchmark research requests, prepare charitable contribution reports and correspondence.

Create, organize, and maintain reference manuals for various research topics in MSWord, indexed in Excel.

Mindlance Inc. (Contractor) Client Company: PG&E, San Francisco, CA 08/2011 – 09/2011

Project Coordinator: General Rate Cases

Execute document research, retrieval and production responding to CPUC Information Requests and Responses.

Prepare and draft technical documents, deficiency reports, and supporting materials related to the 2011 Responses detailed history in Excel and using records retention guidelines in SharePoint repository and hard copy.

Exec. Assistant: Director – Regulatory Relations and State Agency Relations Dept. (SAR) 05/2011 – 08/2011

Index and file written comments with state agencies and inter/intra-departmental communications.

Manage the expense report accounts process, POs and CWAs; vendor invoices, and check requests in SAP/Concur and Excel, including historical research and record review to recover aged expense receipts and old expense accounts; and resolving discrepancies, create current expense reports and submitting for reconciliation.

Apple One Inc (Contractor) Client Company: PG&E, San Francisco, CA 09/2010 – 01/2011

Exec. Assistant and Project Coordinator to the Director – Environmental Stewardship

Research and develop briefing manual and PowerPoint presentation for the San Bruno Pipeline Explosion event response the annual 20010 Joint Utilities Group (JUG) conference including index daily news reports clippings.

Conduct benchmarking research on sustainability programs and national awards comparing PG&E against other international and domestic utility companies.

Update Prepare ClimateSmart™ Program greenhouse gas replacement credit program contracts for internal audit.

Convert financial reports from SAP to Excel spreadsheets with pivot tables to track budget trends for reports.

Provide event planning, coordination and execution services for the PG&E 2011 state-wide Environmental Stewardship and Policy Management off-site conference including venue, catering, insurance and vendor contracts.

Support the Director - Environmental Stewardship and backup support for Senior Director - Environmental Policy.

CoreStaff Services (Contractor) Client Company: PG&E, San Francisco, CA 07/2009 – 09/2009

Human Resources / Exec. Assistant / Analyst – PG&E Human Resources Dept.

Research and track compensation and benefit issues for HR Compensation Plan changes in Excel and SAP HR. Draft presentation of findings to HR Compensation Committee.

Exec. Assistant and Project Coordinator – Director - Electric System Engineering Dept. (ESE) 04/2009 – 07/2009

Support Director of ESE (the “Grid”), project coordination and reporting, preparation of presentations and agenda for meetings and conferences. Utilizing MS Excel and Access to track projects and report out for management.

Exec. Assistant / Project Coordinator – Director - Economic & Project Analysis (Finance) 07/2008 – 03/2009

Performed Exec. Assistant and Project coordinator duties converting corporate employees to utility company employees; including tracking transition of all related logistics of nearly 500 employee transfers between Corporate and the Utility maintaining all data using Excel for management and in HR/SAP.

Utility communications central point-of-contact for daily/hourly project changes in a fluid project environment.

SharePoint site administrator, including developing document libraries and managing access permissions.

Successfully administered the Director’s office providing direct support: organizing meetings, developing and executing projects, etc.


Various permanent FTE and Contractor positions details upon request: 2004 – 2008

Chevron Corporation and OPCO positions, FTE and Contractor, San Francisco and San Ramon, CA 1989 – 2003

Chevron Products USA, eFoundation SAP Project: Exec. Assistant, Project Coordinator.

Chevron Shipping Co., HR Dept.: HR Assistant.

Chevron Shipping Co., Health, Safety and Environment Dept., USA and International Marine Regulations and ISO Certification Project: Project Coordinator.

Chevron Corp. Tax Dept.: Adm. Assistant.

Chevron Corp. Law Dept.: Assistant Legal Analyst and Project Coordinator.

Chevron Pipeline Co.: Project Coordinator, Tariffs Assistant.


Bachelors of Arts: Political Science and Government, Montana State University

Bachelors of Arts: History, Montana State University

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