Excel data gathering, compiling, formating, analyses, reporting

TERRY D. HOLS

Business & Engineering Professional

Phone: 832-***-**** e-mail:******@***.***

SUMMARY

Highly structured, process and detail oriented professional seeking employment in business, financial, or data integration & analysis sector. A diverse experience in business data and financial planning, modeling, analyses, & reporting with Program/Project and General management experience. Likes dealing with data and business analyses and enjoys learning new concepts and ideas.

SKILLS

Microsoft apps: Excel (advanced – composite functions, VBA, Active X), Access (design, build, operate DBs, Forms, SQL), SharePoint (with multi-level & bi-directional linked Excel workbooks), Outlook, Word, & Power Point.

Deltek, DPM, KRONOS, some COGNOS, some SAP (ERP), ADA

EDUCATION

MS, Finance, University of Houston-Clear Lake, 1997

Post Graduate Studies, (Stochastic Processes), University of Houston 1986

BS, Computer Engineering, Iowa State University, 1985

EXPERIENCE

2018 - present: Lead Custodian - Elementary, CCISD

2016 - 2018: Unemployed

2016: Started small partnership for small restaurant (Santé Fe, TX)

2014-2016: Statistical Research Analyst III, Iowa Veterans Home (IVH)

•Responsible for statistical analyses of financial & operational analyses and metrics (Medicare requirements) as well as ad hoc reports for the Business, Pharmacy, Lab, and Safety Offices.

–Automated retrieval, integration, analyses (KPIs, BIs, Trending, Regression…) and reporting for multiple business areas resulting in no less than 80% labor savings and elimination of 99% of errors.

2013 Unemployed, MEI Technologies, Inc. layoffs

2010 – 2012: Financial & Business Analysis Manager, MEI Technologies, Inc.

Responsible for all aspects of (direct) business planning, budgeting, tracking, analyses, and reporting ($150M).

–Gathered, Integrated, Analyzed, and Reported all financial data at the program/project, org., & company levels

oProfitability, performance, labor, variances, indirect costs, ETCs, EACs, effective cost escalations, trending & ETC analyses, labor categorizations errors, etc.

–Identified root cause analyses and of variances both independently and in close coordination with accounting and provided PMs/GMs with recommended actions.

–Found accounting errors during account reconciliations/closing processes when requested by accounting.

•Developed Requirements, Designed, Implemented, Trained users, & Operated an active, web-accessible, planning, budgeting, tracking, and reporting system. Significant reductions in labor and data input & systemic errors.

–Defined, designed, implemented, operated, maintained, and improved a three-tiered, hierarchical matrix of integrated “active” finance models (linked Excel files) within SharePoint that met this schedule.

2009 – 2010: Deputy for Administration - Government Sector, Deputy GM - Civil, MEI Technologies, Inc.

•Performed all aspects of planning, budgeting, tracking, analyses, and program reporting for the company ($150M).

2005– 2008: Program Manager, MEI Technologies, Inc.

Program Management of 150+ employees in subcontract to NASA/JSC’s engineering support contract.

2000– 2005: ISS Integration Planning Manger, NASA HQ - Space Operations RPO, MEI Technologies, Inc.

Payload Logistical Traffic Modeling for the ISS International Partners. 97% utilization achieved.

1993– 2000: Payload Integration Engineer, MEI Technologies, Inc.

Engineering Integration of payloads (complex) into the Space Shuttle. All projects (42) successful.

1986– 1992: Officer, U.S. Air Force

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