Sixteen years Financial Services Management experience in the business of Architecture, Engineering, Commissioning, Interior Design, Equipment Procurement, Project and Construction Management. Core business competencies include: - Executive Leadership - Expense Planning & Control - Budget Preparation - Account Reconciliation - Financial Analysis - Oracle Suite - Corporate Merger - Resource Management - Payables & Receivables - Project Management - Contract Administration - Staff Training
04/2014 to 02/2015
Program Controls ManagerJacobs Engineering
Team Leader for critical program and project controls functions; responsible for tracking, updating, and reporting contract and project progress for cost, schedule, and scope; served as a technical advisor to project and Construction Managers\Directors related to project control systems and procedures to achieve on-time and on-budget goals.
Helped establish the project controls system (including the Earned Value Management EVM process).
Developed a Work Breakdown Structure (WBS) for Program and various Sub-level projects.
Lead the project team through the baselining process and ensure all requirements were met.
Participated in contractor schedule reviews and reported variances through CPI and SPI metrics.
Advise Project Managers\Directors and other team members on procurement and contract change control processes.
Produce specialized reports, cost reports, contract reports and cash flow analysis.
Coordination of cost control, change management and forecasting for multiple stakeholders and business partners.
Interfaced with contracts, finance, procurement and sub-contractors\suppliers on process improvements and issue resolution.
Provided oversight and coordination of assigned staff and consultants in the development and management of project schedule, cost estimates, risk and risk mitigation and contingency draw down.
Review terms and conditions on consultant contracts, agreements, and construction contracts to ensure compliance with authorized funding amounts; set up schedule of values in Contract Management System.
Determined best approach for setup of contracts with multi project cost allocations; measured, monitored, analyzed and reported bi-monthly project and contract progress and generated exception reports.
Review of subcontractor invoices for adherence to budget; provided cost and schedule assessment of contract earned value reports noting variances and potential risks to project manager, processed annual accruals.
Reviewed and processed change orders; assessed impact of changes on contract scope, schedule and budget; performed oversight of proper date entry for change order costing; validated availability of contract contingencies; coordinated changes with Project Managers\Directors; determined if change control board action was required and prepared change control package, including milestone schedule and budget exhibits for management review and approvals; tracked potential changes and analyzed and reported potential impacts to contingency; identified trends and potential change orders; calculated estimated final cost; and forecasted cost at completion for assigned contracts and projects.
09/2010 to 04/2014
Director of Financial Services for West RegionHeery International, Inc
Responsible for all financial services for domestic and international programs for the West Region and Asia.
Major clients include: Port of Seattle, Gale International, Korea, The Boeing Company, Seattle Public Schools Lake Washington School District, Microsoft, Amazon.com, King County of Washington, Denver Public Schools, Denver International Airport, Aspen Valley Hospital, Vail Valley Hospital, LA Unified School District, City of West Hollywood, Quest Diagnostics, Raytheon, General Services of America, Oregon Health Sciences University, Portland Public Schools, Intel Corporation, Oregon Department of Corrections, State of Utah.