SUMMARY

• Project/Program Associate Manager. Healthcare Insurance industry, as well as Utility and Oil industries. Program event planning and mgmt. (full charge), scribing meeting minutes, issues and risks (and communication); providing reporting at monthly meetings, developing metrics and managing materials e - procurement. Heavy Outlook, Word, PowerPoint and Excel use. SharePoint administration.
• Project workflow management and reporting. Prepared and maintained schedules; meetings; training; agenda development. Month end processes, accruals and reclassifications. Workforce Planning and Business Case Development; (results-oriented with experience in project coordination, financial analysis, and customer service). Resource management and Cost management via Planview (similar to P6/Primavera), PPMC, and SAP.
• Extensive experience with major corporations providing technical/logistical Project Coordinator/Assoc. PM; Executive/Senior Assistant,
• Budget and accounting reconciliation and management.
• Creating and editing spreadsheets/dashboards/reports/ pivot tables; including vlookup/hlookup. Creating and editing PowerPoint presentations for presenting to executives, business owners, and stakeholders.
• End-to-end project management life-cycle in all phases including people, process and tools for requirements management delivery.
• Conducts routine data analysis, needs assessments, and cost/benefit analysis to align information technology solutions with business initiatives
• Progressive growth gained relative to responsibilities and achievements within project coordination; financial services, IT PMO; specializes in documentation; data validation and management; client support; and issue resolution.
• Workforce Planning and Business Case Development; (results-oriented with experience in project coordination, financial analysis, and customer service).
• Project workflow management and reporting. Prepared and maintained schedules; scheduling meetings; training; agenda development; taking meeting minutes and recorded action items and risks; facilitated on action item follow up, materials E-procurement. Coordinates with cross-functional teams and upper management to ensure that key project deliverables are coordinated, and deadlines are met. Provides analytical support through the analysis and interpretation of data in support of cross-functional business operations. Strong interpersonal skills with vendors, co-workers, and users.
• Executive/Senior Assistant to VP and corporate officer levels. Calendar gatekeeper management; presentation preparation; filing; call management; small project management; event planning; expense reports and travel mgmt. Space and resource logistics including onboarding/management. Onboarding and off boarding candidates/contractors.
• Expert-level in MSOffice Professional (Word, PowerPoint, Excel (Power User), Visio; Email: Gmail/Outlook/Lotus Notes; Skype for Business/Outlook Live Link/; Planview; SharePoint Administrator: permissions, web parts, documentation mgmt., versioning, etc.; SAP PM Applications and Clarity/Clarizen, Oracle Applications, Ariba Applications; Adobe Acrobat Professional; data validation and analysis reporting; Windows and Mac systems.
• MS Project plan facilitation; project status reporting and metric tracking and RAG (Red, Amber, and Green) status report creation and editing; project management terminology knowledge. *Solid teamwork and interpersonal skills. Proven ability to work independently on several projects simultaneously and within tight schedules including some with some oversight and direction. Good judgment - proven decision-making abilities. Self-starter - ability to learn subject matter quickly. Extremely thorough. Excellent organization. Excellent in written and verbal communication; business acumen. Strong analytical skills, including the ability to identify patterns, analyze issues, determine causes, document as-is and to-be processes and states, and perform analysis. Strong written communication skills, including the ability to organize written information in a coherent and cohesive way focused for the intended audiences.
• Dedicated and detail-oriented. Skilled at prioritizing, completing multiple tasks simultaneously and following through to achieve goals. Flexible and goal-oriented team player with expertise in scheduling, customer relationship management and document control. Dependable self-starter seeking to leverage background into Business Analyst or Project Manager Role with progressive organization.

TECHNICAL SKILLS

• Business Analysis/Planning
• Financial Analysis/Planning
• Budget Management
• Month End (accruals, etc.)
• Year End
• Data Analysis /Gap Analysis (Remediation)
• Resource Planning/Forecasting
• Resource Management
• Microsoft Office Suite
• Excel Power User
• Word Power User
• PowerPoint Power User
• Outlook
• Planview (similar to P6/Primavera), PPMC, SAP, Concur
• SharePoint Administrator
• Visio Professional
• Vendor and Stakeholders Management
• Issues and Risks Management
• Meeting Scheduling, meeting notes
• Reporting
• Presentations
• Logistics / Event Management
• MS Project
• Detail-centric
• Extremely results-oriented and a proactive problem solver

PROFESSIONAL EXPERIENCE

Associate Project Manager/Project Coordinator

Confidential, El Dorado Hills, CA

Responsibilities:

• Project support to multiple SDLC/PMLC projects--staying in compliance.
• Workforce Planning; Financial Analysis & Business Case Development - Planview: Assembling / managing resources and developing schedule to ensure timely completion of project and meeting interim deadlines of project.
• Work closely with peers and support them with project plans & directs schedules & budgets.
• Planview: managing resources (requests, authorizations, percent of assignments, and alignment to business case, questioning PM input based on role for multiple projects.
• Weekly Resource project time reporting management.
• Collaborate with IT PMs to manage billing to project.
• Create and Manage budget tracking and percentage complete/Project Labor reporting for multiple projects.
• Communication with internal and external stakeholders and Business on project status.
• Monitors the project from initiation through delivery and monitors for continuous improvement.
• Manages required corporate reporting and status across a portfolio of projects.
• Assists lead project managers by coordinating activities between projects.
• Interfaces with internal and external customers on technical matters and project status.
• Uploads monthly the IT status and overall project status.
• Manages the development and implementation process of company's projects involving departmental or cross-functional teams focused on delivery of new or existing internal/external programs and/or products.

IT Planning Analyst/Project Coordinator

Confidential, San Ramon, CA

Responsibilities:

• Support to IT Infrastructure Project Managers with both client-side and IT funded projects.
• Planned/forecasted/managed budgets; provide operational analysis & strategic planning analysis, and developed metrics; provided planning, product, business, and operations management analysis and support in the following areas: planning, research support, data analysis and reporting, resource management, process governance, budgetary requirements and spend, in support of business decision-making, strategy, and operations; provide input, support, and analysis to general IT business processes, development of a prioritized budget for the IT organization and works with other financial or data personnel to ensure accurate and timely operations, budget, and/or project management.
• Involved in business process improvement, quality control, special projects, and other initiatives.
• Maintained and used standards for planning and control by reviewing project materials and deliverables for adherence to methodology.
• Business and financial planning, professional concepts, as they apply to the organization. Budgeting.
• Performed administrative duties including follow up, project status review and building reports, materials E-procurement.
• Collaborated with stakeholders/PMs to resolve issues and risks, create PowerPoint decks and reports for PMs and Supervisors.
• Prepared reports through gathering, analyzing and summarizing data and information; prepares presentation materials for management reports.
• Solid problem-solving skills (i.e., exercising independent judgment and discretion to perform assigned tasks with average complexity using established procedures, standards, and guidelines).
• Strong knowledge of financial systems (SAP, Business Warehouse) and concepts.
• Strong presentation and interpersonal skills.
• Workload/Time Management coordination.
• Successful interaction, at various organizational levels, (line employees to managers to directors to officers).
• Strong project coordination / management skills and advanced problem-solving skills; proactive rather than reactive.
• Worked independently on medium to large projects as a project team member.
• Exercised independent judgment and discretion to perform assigned tasks from low to average complexity using established procedures, standards, and guidelines.
• Able to communicate and recommend new processes and changes to gain organizational support.
• Solid understanding of capital accounting relating to project job estimating, and capital vs. expense.
• Initiated, conducted and coordinated studies and analysis on IT operations, resource allocation, financial reviews; and analyzing programs to ensure that program goals and work plans and job estimates are on target.
• Tracked project costs to ensure forecasts are on target.
• Worked closely with manager(s) and financial support group on cycle forecasts, chargeback management, and contract management.
• Provided analysis and support to project planning processes.
• Maintained capital and expense budgets utilizing proper accounting/budgeting controls, entered financial data into tracking system, and compiled regular and ad-hoc financial status reports.
• Processed materials orders; supported cost allocation program, and responded to questions and concerns from the business areas.
• Reviewed contract invoices, identify disparities, and resolved issues with the project managers.
• Provided financial analysis on project cost variances for plan vs. actual, and identified inappropriate charges by resources not captured in the Job Estimate and made appropriate corrections.
• Analyzed and performed calculations of metric information for monthly releases.
• Tracked and coordinated asset management, documentation/communications, contract/license management, vendor management, training, and lifecycle management.
• Worked on overall project planning through deployment, including on project schedules, cost, and scope deliverables.
• Organized and publish departmental and project-related documentation in various sources.
• Collaborated with project managers to analyze the project management system tool for data accuracy and integrity.
• Ensured that data was viable and current.

Project Coordinator

Confidential, Sunnyvale, CA

Responsibilities:

• Created/processed sales orders for materials utilizing Great Plains (materials E-procurement), coordinated with third party labor providers, scheduling and multiple stakeholders.
• Interacted directly with client customers, and participating program contractors to resolve or address issues relating to application processing or rebate issuance.
• Worked to resolve customer order issues and drive fulfillment of orders to completion.
• Performed/conducted research into project-related issues and collaborated with team members to facilitate successful/timely resolution.
• Exercised strong customer service skills working to effectively provide internal and external customer solutions.
• Utilized various software programs, such as Word, Excel, PowerPoint, Salesforce, Clarizen and Great Plains.
• Created agendas, recorded and transcribed meeting minutes, process documentation, and presentations.
• Demonstrated experience with managing tight deadlines and delivering to expectations and experience in personnel management with a high level of professionalism.
• Worked both independently and in a team-oriented, collaborative environment.
• Demonstrated the ability to be persuasive, encouraging, and motivating and to elicit cooperation from a wide variety of sources, including many departments within the business.
• Performed in the additional role of Cross-functional Team Lead by coordinating issues across multiple departments, coordinating meetings, lead the discussion groups and facilitated open communication and promoted cross discipline issue identification, and resolution to enable the streamlining of various processes across the company.
• Demonstrated the ability to conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Responded to project adjustments and alterations promptly and efficiently and was flexible during times of change.
• Was able to effectively prioritize and execute tasks in a high-pressure environment.
• Demonstrated strong written and oral communication skills and the ability to read/understand/comprehend the communication styles of multiple team members and contractors that came from a broad spectrum of disciplines.

Business Analyst

Confidential, Concord, CA

Responsibilities:

• Project data validation and management support to the global Project Culture team for MicroScan product and data delivery migration.
• Data validation and facilitate communications between Confidential Healthcare and outside client representatives.
• Developed an internal tracking spreadsheet to daily record issues resolution and issues status.
• Developed an internal process on how to approach the final transfer of data files to client/customer.
• Attended global conference calls with clients/customers for the Americas Region (all North and South America) and recorded meeting notes/minutes.
• Summarize meeting notes and provide to Team Leaders.
• Heavy Excel, Spreadsheet Compare, Outlook, Outlook Live Link, Microsoft Word.
• Utilized Secure File Exchange (Securefex) software/process to deliver data files to client/customer.

Sr. Admin Clerk/Lead Project Coordinator/Technical Assistant

Confidential, San Francisco, CA

Responsibilities:

• Electric Operations -Transmission, Substation and Distribution Asset Strategy, Provided project coordination support/materials E-procurement to the Substation/Transmission Distribution Asset Strategy and Management teams.
• Utilized heavy PowerPoint, Excel, Word and Outlook skills.
• Managed data and collaborated with management to validate accuracy, documentation, data extraction/validation, manipulation, documentation resolution, training material development, training session leadership, corporate procedure document development and modification.
• Collaboration with programming department to expand reporting capabilities from SAP.
• Collaboration, cross-functionally, with engineering departments and Project Management departments to facilitate change management processes.
• Analyzed and compiled periodic reports to seek documentation compliance.
• Managed and maintained data repository SharePoint and team webpage.

Lead Project Coordinator/Facilitator

Confidential

Responsibilities:

• CAISO NERC Facility Ratings (Utility Procedure TD-1004P-01) Compliance project for Substation and Transmission Line Engineering/Asset Strategy.
• Successfully audited, validated and update requirements in SAP to ensure clear audit trail for compliance for PG&E, by accessing order information through SAP / Clarity then cross checking EDRS for job estimates, PAs or AAs, reviewed transmission line and/or substation equipment lists for impacted equipment, made assessment and updated SAP accordingly.
• Self-taught knowledge of the various types of equipment and relative voltage based on equipment descriptions.
• Successfully engaged Programming Team to expand NERC Status transparency for Project Management in SAP and Clarity improving compliance awareness and adherence.
• Contributed to the rewrite / revision of Utility Process for Facility Ratings Communication and Documentation for the CAISO and its reporting form (worksheet).
• Managed the monthly reporting and data analysis of the project status to key stakeholders.
• Developed updated version of training materials in correlation to Process revision.
• Developed, facilitated and administered Process Training Programs.
• Collaboration with Transmission and Substation Engineers.
• Collaborating with Programming to help automate the process for Engineering.
• Daily use of Excel, pivot tables, VLOOKUP, data validation, data analysis, graphics of any kind.
• Utilized GIS system to identify various transmission lines and substation locations.