SUMMARY:

Optimize strong financial & business analytical and project management skills in Financial, IT and Business side, with focus on functional analysis, project management, compliance, document control, application management, process improvement, reporting and dash-boarding. Previous experiences in Healthcare Industry, Oil & Gas, Banking & Investments, Bio-Pharma & Life science, Construction & Engineering EPCM, & Insurance & Federal government.

EDUCATION:

Manila, Philippines

MBA, Finance-De La Salle University

BSBA, Major in Accounting & Management, University of the East

CERTIFICATIONS / TRAINING:

A+ Certification Course & Network Essentials, CTREC, Houston, TX

Licensed Insurance Agent, Life, Health and Property & Casualty:

Re-Insurance; Licensed Real Estate Broker, State of California

Mortgage Origination Course, Dearborn-Leonard Hawes School of Real Estate, Houston, TX

Licensed – Life & Health Insurance, State of California &Texas

Licensed Mortgage Broker/Loan Officer, State of Texas

Financial Analysis; Credit Policy and Procedures; Risk Management Program, Principles of Economics; Strategic Planning; Agile Project Management & Methodology, Earn Value Analysis & Management

Team Management Systems Software Training (SCO Unix O/S Platform)

TECHNOLOGY SUMMARY:

MS Office 2007-2010, Excel spreadsheet, MS Access, PowerPoint, MS Word, Outlook, MS Project,Visio

Had training in SAP System R/3 Environment ( FICO), SAP Business Object (BPC), SAP WBS (Work Breakdown Structure),SOX Compliance, JD Edwards Accounting software on AS 400 Platform; Team Management Systems (TMS), Accounting & Business Management software run in SCO Unix O/S platform

A+ Course and SMS System, Crystal Reports, IDX, HCC System, Network Essentials for Windows NT& 2000

SMS & HCC Systems, IDX Systems, SQL, Hyperion –SQL Queries –Data extraction and Oracle Data base, Oracle Platform (PaaS), Hyperion Essbase & Enterprise Information Warehousing Systems, Microsoft Project, Project Management & Control, Earn Value Management System, Project Development & Execution Process with Agile Methodology.implementation.

WSO (Wall Street) System

PROFESSIONAL EXPERIENCE:

TAS Systems, Inc. –Project Management/Controller /Sr. Analyst 12/2008 – To Date

Contract On Call -, when Off the project, for Washington DC, Houston & California Operation, New England States, handling project overseeing & management for the company’s Corporate, Federal, State and City government clients in the areas.

Designing the company’s Short & long term corporate outlook, feasibility studies, business process improvements, business and financial plan for its Houston, TX, Los Angeles operation.

Handling account management, business process & analysis, client site visits and identify business process requirements. Interface with TAS Project Managers on site

Provide Monthly existing project reports to management.

Client: Lonza Biologics, Inc, Lonza Group, Portsmouth, NH

Project Cost Controller/ Global Engineering Projects-EPCM ( Contract) 02/2015- 03/2017

On Contract assignment, handling project cost controllership of capital projects (CAPEX) with total budget of $156 MM Mono Suite Plant Project & $37.8MM Cell Therapy Plant Expansion Project.

Implementation of standardized capital project planning, capital construction,controlling and execution processes and driving of consistent application of these processes across Lonza’s strategic growth projects. Effective working with and providing of guidance to project teams to support project management standardization and driving of improvements for project management processes

Developing standard processes, tools and complex financial model templates that support the planning, cost controlling and management of capital projects and construction.

Preparation and implementation of project initiation activities including creation of accounts with accurate and consistent WBS structures in SAP System

Setting up of budget tracking systems and project schedule, performed routine cost and schedule risk assessments. Working with Lonza Finance in setting up capital plant construction and expenditures. (CAPEX).

Working with the project contracts team with negotiations with the prime and sub-prime contractors. Provide guidance and assistance to main contractor in the proper preparation of cost, schedules & Project Milestones Statistics ( Rate of Performance). Estimates at Complete (EAC)

Work with Vendors on work estimates, review & audit invoices prior to approval

Creation of Capex TMetrics, CPI, SPI Earned Value Analysis & Mgt. reports, accurate cash flow plan vs. actual and routine 6 month/annual rolling forecasts and project monthly status reports.

Monitor and control commitment plan vs Actual spend and variance reporting and Financial Audit for SOX compliance.

Support the project Change Management process with an appropriate documentation system

Preparation, planning and execution of project closeout activities including assignment of assets for depreciation for SOX Compliance.

Client : Chevron Corp- Upstream & Production Mid Continent –Houston, TX 03/2014- 10-2014

IT PMO Project Controller ( Contract) through Tech Mahindra

Handling forecasting and budget management & control,monitoring amounting to $ Millions for all IT and capital asset projects for Upstream. Variance reporting and project finance management dashboard reporting on a monthly basis.

Perform planning, delivery & support of large scale upstream tech program, development of cost estimates for both non-labor and labor resources to conform with the IT projects allocated budget set by the PMO governance committee

Closely interface and coordinates with Project Managers, stakeholders, Project Team, functional and business units on project task, project road map, deliverables and resource on-boarding & other requirements and change management process implementation

Worked with Project Work Breakdown Structure Code in SAP and Extracting OPEX and CAPEX Actual spend Vs Budget & rolling Forecast.

Identify issues, Reconcile cost variances and allocate to proper cost centers

Revalidating the Project Schedule, Identifying unallocated tasks, leveling resources, tasks with no predecessors. Getting agreement with PMO and Base lining the Project Schedule and timeline

Kaiser Permanente, MSSA Office, Burbank, CA 04/2012 – 12-2013

Financial / Sr. Business Analyst (Contract)

Contract assignment with Kaiser Permanente, MSSA Office, Burbank, CA – handling project implementation for the institution’s health plans nationwide and re-structuring existing health plans and pricing analysis to conform with the US Dept. of health and Human services guidelines.

Work closely with project Implementation team lead in re-designing Kaiser’s health plans for its members.

Define and document health plan data quality checks, consistencies

Upload new health plans in SharePoint and Document Control Management Systems

Client: Bank of New York Mellon, Houston, TX 08-2011-03/2012

Financial Modeling/Business Analyst –Analytics ( Contract )

Contract Assignment, Handled financial modeling analysis system for the bank’s CDO (Collateralized Debt Obligations) securities, with Corporate Trust Department utilizing WSO (Wall Street) Systems

Client: Chevron Corp., Office of the Chief Information Officer, Downstream- Strategy,

Planning and Architecture department, Headquarters, Houston, TX 07/2009 – 07/2011

Project Financial Analyst / Project Controller (Contract)

Business, Financial, Audit & cost analysis for Chevron’s global supply chain & manufacturing IT projects; interfaced between IT project managers, PMO and Governance & Finance group on financial related issues and project timelines, projects funding, deliverables & closing, Assets under Construction (AUC’s), Depreciation schedule for AUC’s and other requirements for SOX Compliance

Analyzed historical and current cost structure utilizing the SAP systems and Hyperion Essbase

Created & allocated (WBS) Work Breakdown Structure cost element to global cost centers and business units utilizing activity based costing (ABC); prepared and handled monthly financial analysis, audit & cost reporting for all IT projects both Operating (OpEx) and Capital (Capex) expenditures vs. budget plan of $68MM/year

Handled cost centers accounts reconciliation, variances, managed & posted Journal entries adjustment & account accruals in SAP systems

Handled Vendor account analysis and project management related to Chevron’s Global IT projects

Designed financial & budget cost model for management reporting and SOX Compliance

Assisted the Global IT Project Controller on SAP Month End Close and Downstream Global IT project management and Business Analysis

Handled various Business Analyst and PMO analyst functions during Chevron Resource Optimization Management (ROM) project implementation until final transition was in placed in 2010

Handled IT Project Controllership and budget management functions from 09/2010 through 03/2011

Client: Government of the District of Columbia, Washington, DC,

Office of the Chief Financial Officer, Department of Budget & Planning 12/2008 – 06/2009

Project Financial / Business Analyst (contract)

Performed as Project Team Lead Financial / Portfolio Analyst for the Cost Driver Project being implemented by the District of Columbia Government across all its agencies

Consulted with IT and Business units/users on applying technology on business opportunities and planning and implementation of cross functional applications

Collaborated with Business units/Users in gathering/modeling business metrics & requirements/data, business processes and business rules to ensure solutions met business objectives

Elicited business requirements using interviews, document analysis(BRD), requirements workshops, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis, and/or viewpoints

Analyzed historical and current budget/appropriation and expenditures; identifying key cost elements and developing methodology, working model of services, identify drivers & utilizing activity based costing, establishing basic metrics related to the cost elements; Budget variance analysis with emphasis on the Dept. of Health and Human Services, Dept. of Healthcare Finance (Medicaid Management Administration)

Performed forecast of cost/expenditures using linear regression, moving average and trend. Government Cost Accounting and FAR

Developed Cost driver database for all cluster agencies such as Dept. of Health and Human Services, Medicaid, Transportation, Regulatory and Consumer affairs, and other agencies

Designed Cost driver templates/metrics for future integration to DC financial information systems

Project completed 06/30/2009

Global Healthcare Resources Corp. / Global Workforce Resources, LLC 08/2007 – 11/2008 Business & Financial Consultant (Part-Time)

Healthcare Consulting, provided business process improvements, financial, information systems, clinical management, and recruitment services for Global’s Client hospital facilities in the State of Texas, Mississippi, Louisiana, Florida, Alabama and other Southern States

Provided recruitment services for Global’s major Clients in Construction and Engineering Companies in the US and international projects

Provided consulting services to Global home health facility and health care staffing services in the City of Beaumont, Baytown, Texas and other counties

University of Texas, M.D. Anderson Cancer Center 07/2002 – 07/2007

Sr. Financial Reporting Analyst, Managed Care Finance / Sr. Decision Support Analyst, Dept. of Financial Services (Full Time)

Provided analysis of MDACC and Physician’s Managed Care Contract activities

Supported the Institution by tracking the profitability of Third Party Payor & Managed Care Contracts

Analysis of hospital, clinic and physicians’ charges, cost, payments, and net revenue related to each contract

MC Receivables tracking, audit and collection

Handled 26 Managed Care Contracts with a total business portfolio in the amount of over $300 million/year

Provided Financial & logistical support to Managed Care Contract Administrator

Extracted managed care patient data from SMS, IDX Systems- ICD 9-CM systems, Oracle and other various databases in the Institution, utilizing Hyperion, Brio and SQL applications and performing analysis to include DRG’s, charges, costs, payments, expected reimbursement, and revenue

Analyzed variances between actual and expected reimbursement and identified denied charges including Medicaid and Medicare

Reviewed and analyzed Charge master’s Database & regularly mapping out DRG’s to Physicians CPT Codes

Created financial models & reports that analyzed cost/reimbursement by MS-DRG, major diagnostic category, etc.; included variable and fixed costs, case mix, and actual reimbursement; examined payer profitability utilizing ABC, cost accounting techniques to adequately reflect operating costs

Responsible for compiling data & data Management in MS Excel, Access Data Base for Managed Care Finance Department to insure accuracy in financial reporting & timely ad-hoc reporting

Conducted financial analysis of Managed Care and Cancer Manager activities and worked closely with a variety of MDACC departments, outreach and representatives from external affiliations on operational and financial issues; handled the Institution’s Physicians and other departments and business unit’s profitability report on an Ad hoc basis

Performed as Project Team member on the HCC Contract Management System Implementation

Interfaced with other business units in, gathering and modeling business requirement /data, business processes, and other business rules in order to ensure alternatives were carefully considered and that the chosen solution met business objectives

Responsible for documenting, developing and finalizing business and functional

Handled special project for the Bone Marrow Transplant business & Financial analysis and created the Bone Marrow Transplant managed care contracts Data base in Excel & MS Access

Horn, Wallace, Cole, CPA’s 07/1999– 06/2002

Client: Halliburton/Brown & Root, Houston, TX

Project Financial Analyst, 1 year ( Contract)

Assigned to international Haliburton Joint Venture Pipeline project in Carmen, Mexico

Handled joint interest / inter-company’s past year consolidated financial re-construction and Balance Sheet reconciliation and Management financial reporting

Analyzed, audited & reconciled Balance Sheet and Revenue & Cost center accounts

Performed joint interest/inter-company’s project accounting, Variance, revenue and cost analysis and project cost allocation

Performed account reclassification and adjustment for various profit and cost centers

Client: Shell Corp, Houston, TX

Cash / Treasury Analyst-Specialist,/Analyst - 2 years( Contract)

On Contract Assignment with Shell/Texaco Alliance Project assigned to Financial Operation Center (FOC-SAP), Equiva Services, LLC., a Business Unit of Shell/Texaco/Saudi Aramco Alliance

Handled Balance Sheet accounts Reconciliation, analysis, audit & accounts tracking & research, reconciliation of Inter-company’s Cash transactions using SAP R/3 financial systems

Electronic Banking Reconciliation of Cash Accounts- Fedwires/Lock Box deposits/Electronic funds Transfers, $MM Funds movement, Cash Flow & analysis

Analyzed and posted journal & correcting entries, adjustments to SAP G/L accounts

Handled cash accounting for foreign currency conversion to conform with International Accounting Standards & GAAP & to insure data accuracy on the G/L accounts

Prepared monthly bank reconciliation reports on various cash accounts

Cash Variance analysis & Reports using MS Access

Terminal Cash Accounts periodic monitoring and balancing

Designed and standardized reconciliation reports and supporting schedules

Managed and maintained controls of EBS Cash accounts on daily basis on SAP/R3 System

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