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Project Management

Phoenix, Arizona, United States
January 09, 2017

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**** *. ********* **. **** D, Tempe, AZ 85283

Phone (480) ***-****



Ten year professional performing & assisting in many Data Business Analytics, Capital Project Cost Accounting, ad-hoc reporting, BI, and Project Management process leading to successfully developing $10M to $20M Capital Project plans. Excellent liaison, communicator & problem solver.

Managed Project Financial Tracking processes, Project Closeouts, Asset life-cycle accounting, Delivery Logistics, Change control, Project Coordinating, Execution, Business KPIs & IT SQL development, (GAAP) and Governance to Government Regulatory Compliances.


Project Management Professional (PMP)


Project Management processes

Microsoft Business Intelligence

Oracle Business Intelligence

Capital Project Financial Tracking

Capital Budget Mgmt. & Analysis

Resource Estimating, Trajectories

Proper Charging & Spending Plans

Project Closeout, Capital Asset Mgmt.

Maximo ERP Materials Mgmt

Vendor Mgmt. Delivery Logistics

Earned Value Management

Requirements Documentation

Large data sets, Regression Analysis

Construction Drawings/Schedules

Project Specifications & Reviews

Contract Analysis, change control

Report Development & delivery

ETL Data /Statistical Analysis

SAP Crystal reports

SAS Enterprise, CRM Salesforce

Business Data Metrics, KPIs

Software: Oracle Discoverer 4g-10g,11g, Oracle Analytical Functions, PL/SQL, T-SQL Server 2008 R2, SSMS, SSIS, SSRS, ERP Maximo Enterprise Asset & Maintenance Management (EAM), DSS Business Information Decision Support System (BIDSS), Contracts Management System CMS, GIS &Transmission Line Database, Microsoft Project, Word, Excel, Advanced Excel Macros, VLOOKUP, Data ETL, MS Access, Visio, PowerPoint, Outlook, SharePoint, DocuShare w/Admin. functions, Running Scripts, Programming logic, advanced conditions, constraints, data models, OLAP Data Source, View, Measures Dimensions Cubes, Multi dimensional & Relational database schemas, pivot tables, Windows Platforms, UNIX, VBA, C+. Exposure to SAS Visual Analytics statistics, concepts of unstructured Big Data related to volume, velocity and variety of data being stored across a Cluster via Hadoop MapReduce. Concepts of SDLC, Agile, scrum, waterfall, sprints, user stories, writing test cases, quality metrics and general concepts of network and data security.


Business Systems Consultant – Wells Fargo –Contract Assignment, Chandler, AZ 03/09/2016 to 04/04/2016

EAM Group: SQL Server 2008, SQL Server Management Studio SSIS, SSRS, Created Queries, stored procedures and dynamic calculations for metrics reporting Plain Business Language remediation project. T-SQL coding, running scripts, uploading data and flat files to SharePoint via SharePoint migration effort. Built SSIS ETL Control & Data flow tasks to extract, transform and load data to design data warehouse. Sourcing, target destination, DML, DDL statements, joins, mapping keys, data sets, embedded queries, dynamic and cascading parameters.

Data Business Analyst - Cox Automotive, Manheim Remarketing, Inc., Gilbert, AZ 03/15/2015 to 01/22/2016

IT's CRM Salesforce Design & Reporting; creating complex statistical queries for Business integration analytics reporting. Tracked business goals, forecasting trajectories of margin, daily KPI changes, revenue, profit, average margin, avg. retail, gross percent margin, net margin. Track all OLAP for delivery status vs. Baseline for a large integration initiative to incorporate new business segments into the automotive division under Cox Enterprises. Coordinated user testing of reporting models and macros. Box Data Management, Cloud file sharing w/admin functions to manage active directory access.

Advanced Excel VBA Macro coding to automate many areas of complex reporting using if then else, match index, vlookup, case statements and advanced nested formulas. Created process flow charts, statistical, and visual analysis of data models. Performed ETL Import & convert data into SAS Business Intelligence, to build design test database and data cubes. Completed SAS Enterprise Guide Business Intelligence training May 2015. Extensive Data mining, random data sampling, created algorithms for anomalies, decisions, and performance metrics. Responsible for requirements management, quality compliance reporting, daily distribution of detail and summary level Scorecards and Dynamic Dashboards reports to internal, external regional stakeholders. Provided compliance feedback on all business data for both inbound, outbound logistics to auctions such as dealer consignment to order entry, holds, carrier assignment, dispatch, to pickup and delivery while working closely with inputs from business stakeholders and organizations such as IT, operations, marketing, sales teams, agents, to troubleshoot any reporting issues. Invoke alternative problem solving skills to resolve technical issues for end users of internal business software.

7/15/2013 to 03/15/2015 Completed Project Management training at Dynamic Worldwide Training Consultants, Obtained PMP and Microsoft Project 2010 & 2013 Certification in September of 2014 and Remained active in career search and online training classes with SSIS, SSAS, SSRS.

United States Department of Energy/WAPA - Contract Assignment- Phoenix, AZ 2/20/2013 to 7/15/2013

Project Commissioning Coordinator: Held DOE clearance and CIP site clearance

Defined Scope, Interview, Document Research, & identify requirements for equipment testing to avoid redundant work and reducing project costs. Created requirements traceability matrix, prioritized activities and decomposition of WBS into work packages schedule activities.

Developed, maintained, constant monitoring and adjusting of Commissioning Schedule with Microsoft Project for tight deadline 230kV transformer replacement project. Monitored Critical Path, resources, task durations, constraints. Created Schedule Network Diagram. Managed stakeholder communications involving schedule and installation status of substation equipment to facilitate scheduling crews to perform commissioning activities. Verify Scope, integrated control, and Completion of Work.

United States Department of Energy/WAPA - Contract Assignment- Phoenix, AZ 5/12/2003 to 10/25/2012

Project Management / Financial & Business Analyst: Held DOE Clearance

Project Managements construction engineering liaison and Financial & Business analyst facilitating efforts between PMO, accounting, development and other organizations specializing in Monthly Project Financial Tracking and Project Closeout along w/ providing proper charging & business reporting solutions on Substations, Wireless Microwave telecommunications sites and Transmission line construction projects from conception up and through providing a complete Project Closeout package, Asset Management, and archiving activities.

Business, Cost Accounting, and Data Analyst Reporting:

Using OLAP reporting Oracle Discoverer, PL SQL to create, design complex dynamic crosstab reports, and complex queries. Created advanced SQL scripts, PL SQL statements, advanced conditions, aggregates, logic formulas (decode, case, over by partition, IF-THEN-ELSE, Rank, substring, concatenate, AND, OR etc.) in Oracle multidimensional transactional relational database.

Export large data sets to excel relational worksheets, data models, pivot tables, create massive formulas and vlookups to compare data and perform searches. Investigate possible metadata type changes, updates in data tables, anomalies between different reporting applications, and accounting modules. Verify continuity and database changes reflected in all business modules and levels of reporting. Constant monitoring in depth data analysis to isolate outstanding discrepancies, and recommending daily solutions, while maintaining close communication with IT Developers, DBA and other department organization leads. Performed user testing using Crystal Reporting to re-engineer existing Oracle Discoverer reports.

Interview, Collect and Analyze functional reporting requirements by collaborating with stakeholders. Managed & updated stakeholder communication plan & distribution processes for monthly reporting package, executive milestone summary, project closeout, and more.

Managed Capital Project Financial Tracking cost flows that contributed to quality process Improvement and cost reduction measures by inventing and leading development, documentation and implementation of a cost accounting Monthly Project Financial Tracking process utilizing the federal government accounting system and (GAAP). Create all Capital project setups architecture with cost collectors based on federal energy regulatory commission (FERC) and government regulatory compliance object class definitions related to utility industry.

Developed complex Oracle Discoverer statistical Financial Business Reporting of project customer account balances, fiscal year spending plans, project budget summaries, engineering task budgets and variances, monthly/daily expenditure activity while analyzing journal entries for accuracy, Purchase requests (PR’s), Purchase Orders (PO’s), equipment, maintenance work order reports from Maximo database.

Created BI charge error analysis in-depth data mining trending reports. Monitored, charted quality effectiveness of proper charging processes along with cost of quality non-conformance and conformance to federal accounting cost object class definition standards, compliance to Federal Energy Regulatory Commission (FERC) Task Codes and Organization codes, Davis-Bacon Act requirements, SOW’s, project schedules project phases, and my professional experience. Examined all funding types departmental charges to determine proper project charging is collected at the correctly setup cost level containers.

Created process flowcharts, graphs S-Curves, Bar Charts, Pie Charts, CPIs, Regression analysis charts, monitored approval processes. Run meetings, presentations on financial matters, create Minutes, Agendas. Advise, mentor, train, provide information, guidance or recommend solutions on any financially related project direct or indirect charging issues or errors encountered from, audits, employees, vendors. Performed forecasting cost and schedule variance analysis over time using EVM Budgets vs. Actual metrics.

Elicited requirements supplied to Procurement Officer for approval and creation of Purchase Requests, Purchase orders, Solicitations, Services and Construction contracts. Perform daily Reconciliations & Monitor purchase order details, proper invoicing, payment requests, change requests, contract submittals, correspondence and purchase request details for any errors.

Developed, Managed, and Documented entire processes from cradle to grave for the migration of Capital Project Reporting and Project Closeout on 3 internal business websites I created by manipulating html and xml code with Microsoft FrontPage and SharePoint. Provided w/ File management administration functions of DocuShare to administrator document permissions due to sensitivity of data and SOC requirements from PMO.

Took on the role of providing management and our engineering team with weekly timekeeping and resource allocation. Created a monthly schedule activities matrix along with custom BI reports and Microsoft Schedule outlining all active projects and our teams task orders with remaining billable hours. Estimated, request additional funding/hours if needed. Analyzed statements of work SOW’s for deliverable's and risks. Calculated Rough Order of Magnitude resource and material costs for project activities using conceptual estimates, estimating guide, parametric, bottom up, analogous, independent, and pert estimating. Investigate alternative funding option requirements.

Managed all Cost Accounting Project Closeout activities: Verify all requirements, deliverable's accepted and complete for closure of various incremental type funding contracts, letter agreements, power marketing contracts, O&M contracts, construction contracts, vendor contracts, purchase orders, amendments, modifications, and bid schedules. Responsible reducing time for getting all projects closed out.

Developed, documented, deployed large accounting complex Capital Asset Financial Models of detail cost allocation for federal, vendor and contractor labor and equipment with removals, depreciation. Isolate cost centers and calculate distributed labor, overhead, services and material costs. Verified installed equip. locations on many types of installation drawings. Interpreting, analyzing in depth construction project specifications, field reports and accounting documents to support costing model. Responsible for monitoring a approval process and getting sign offs from the many involved organizations and buyers.

Create Capital Federal and Customer assets to be booked to plant. Determine fixed, mobile and property assets life-cycle, service life, and maintenance management. Analyze, create capital plant accounting reports and transactions, field asset inventory sheets, Maximo Inventory mgmt., and provide asset breakdown information for account balance sheets. Specialized experience in replacement theory and depreciation theory. Investigate issues pertaining to ownership of property assets and calculate estimated current cost of removed assets.

Documented Performed Project specification WBS reviews for identifying risks, eliciting requirements for creating business cases. identification, completion of deliverable's. Assisted developing project scopes for Facility, Feasibility, System impact Studies to collect requirements for business cases for forecasted out-year projects identified in 10 year plans.

Created project management status reports identifying construction or NERC compliance issues from project status meetings. Investigate, track and report identified risk action items on project specification assumption constraints, categorizing levels of risks, probability impact of Qualitative & Quantitative risk analysis, vendor delivery schedules and shipment delays. Capture & review and document lessons learned.

Previous Work Experience: Sr. Electrical designer leading weekly CAD design review meetings with presentations of current design concepts with designers and executive engineering team. Lead design training meetings for best practices for training new designers.


Project Management Professional (PMP) Certificate of Completion 1750055 Graduated: September 24, 2014

Microsoft Project 2010 & 2013 Certificate of Completion

Dynamic Worldwide Training Consultants, Tempe, Arizona Graduated: July 31, 2014

A.A.S. Degree - Electrical Engineering Technology - Power Option

State University of New York - College of Technology, Canton, New York

Graduated: with High Honors with the Highest Cumulative GPA in the Power Option curriculum with GPA 3.55

A.A.S. Degree - Hotel Restaurant Management

Schenectady County Community College, Schenectady, New York – Graduated

Civil Engineering - 1 Semester - Hudson Valley Community College, Troy, New York

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