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Assistant Vice President /senior Relationship Manager Resume

San Francisco, CA

TECHNICAL SKILLS

  • Contract Drafting
  • Review and Negotiation Commercial and Government Contracting
  • FAR/DFAR Salesforce and Apttus Administration and Training Safety
  • Liability and Accountability Invoicing and Finance Functions
  • Strategic Planning and Operational Development
  • Organization Administration Program and Project Management
  • Research and Data Analysis
  • Program Monitoring and Evaluation

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA

Assistant Vice President /Senior Relationship Manager

Responsibilities:

  • Serve as a primary point of contact for internal and external customers of Corporate Trust department
  • Supervise division's procedure reviews and updates, ensuring changes are made in collaboration with SMEs and stakeholders
  • Maintain a portfolio of up to 600 domestic and international accounts ranging from municipal bond deals to project finance
  • Manage the continued validity of collateral instruments such as UCC financing statements and Letters of Credit
  • Monitor ongoing account compliance status and guide clients toward meeting the requirements of agreement documents
  • Perform a variety of finance functions such as audit confirmations and serve as an escalation point for past due receivables
  • Review and draft a wide range of formal communications including notices of redemption and defeasance
  • Ensure account documents are digitally stored and resolve any account and system discrepancies

Confidential, San Francisco, CA

Contract Specialist

Responsibilities:

  • Reviewed and approved all Statements of Work for global software company's Professional Services division
  • Negotiated SOW redlines with clients, sales reps, and SMEs in order to facilitate terms of service delivery
  • Planned and implemented departmental transition to Apttus contract management tool inside Salesforce
  • Launched internal training program and organized updates and improvements to Apttus environment for division
  • Represented Professional Service division's interests during contract drafting and negotiation
  • Reviewed existing master agreements to ensure any conflicts with divisional requirements were recognized and addressed
  • Collaborated with Finance division to ensure validity and auditability of recognized revenue
  • Justified and obtained approvals of nonstandard contract terms and coordinate company execution of documents
  • Validated subcontractor invoices and led any associated dispute resolution

Confidential

Manager

Responsibilities:

  • Member of the leadership team for largest security contract in Afghanistan; involved in all aspects of program management
  • Guided program Operations and Directorate on the application of program resources in order to maximize revenue recovery
  • Communicated with Directorate and Corporate Executives to identify potential risk areas and minimize program risk exposure
  • Improved Client relationship via interaction with USG KOs, CORs, ACOs, and the Military chain of command
  • Ensured operational needs were met and negotiated within the bounds of the contract or facilitated modification as necessary
  • Created deliverables trackers to ensure contract and FAR/DFAR compliance and reporting was monitored and achieved
  • Identified reimbursable expenditures and developed associated cost proposals to present budgeted improvements
  • Developed and implemented performance validation system for verification of services and more rapid invoice processing
  • Supervised subcontractor performance tracking and compliance; worked with subcontractor to guide any issue resolution
  • Performed all functions related to the delivery of program plans, SOPs, contract deliverables, and related documents
  • Filled in for additional roles as required including as the IT Manager, improving network configuration and access across multiple company locations in Kabul, supervising access controls and authority levels, and training local personnel
Confidential

Specialist

Responsibilities:

  • Developed Corporate Contracts Management Department to include the creation of contract templates, policies and procedures, database management, customer relationship management, SharePoint integration, and internal training
  • Served as a main point of contact regarding corporate contractual matters for both internal and external customers
  • Authorized Negotiator, 72A Rep, CAV Audit POC, and lead for the option extensions of corporate GSA Schedules
  • Created corporate FAR compliant Gov Property Management System in coordination with DCMA and internal stakeholders
  • Participated in the negotiation and administration of all company contracts, subcontracts, and other binding documents
  • Cross - coordinated with all company departments including Legal, Finance, and Operations to ensure contract compliance
  • Supervised Contract Department staff to ensure the execution, organization, and tracking of all relative contract documents
  • Assisted and advised Senior Leadership Team concerning legal and contractual matters and research

Confidential, Salinas, CA

Researcher and Evaluator

Responsibilities:

  • Gathered and analyzed survey data to show statistical correlations between organizational performance and other factors, highlighting successful practices and recommending positive changes for the future
  • Reviewed and evaluated current evaluation practices of the organization and their outcomes
  • Developed recommendations for new and expanded evaluation methods for future implementation
  • Designed, executed, and analyzed survey of Confidential organizations for graduate Capstone

Confidential, Carmel, CA

Financial Adviser

Responsibilities:

  • Reviewed and evaluated financial management practices of organization; identified funds and their conditions for usage
  • Gained in-depth knowledge of finance functions including the review of budget and balance sheets
  • Recommended positive financial changes and new practices which would assist the organization in transition efforts
  • Collaborated with accountant and intern to ensure project's sustainability

Confidential, South Lake Tahoe, CA

Head Tahoe League Coach

Responsibilities:

  • Built upon a wide range of experiences and advanced from an assistant coach to division lead
  • Planned, directed, and supervised daily training routines for youth athletes
  • Attended all competitions, performing related tasks such as equipment and course inspections and jury duties
  • Maintained healthy communication and relationships with multiple stakeholders
  • Completed daily logs, progress reports, and bi-seasonal evaluations
  • Volunteered and participated in all fund raising activities and annual events
  • Assisted Office Manager and Program Director with various administrative tasks as needed

Confidential, South Lake Tahoe, CA

Assistant Manager

Responsibilities:

  • Acquired early experience operating a small business
  • Gained early confidence in independently performing tasks and taking initiative
  • Opened and oversaw daily operation of retail and equipment rental store
  • Performed all restocking, equipment maintenance, and customer relation duties
  • Closed store and performed daily audit

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