PROFESSIONAL EXPERIENCE

Senior Care Manager

Confidential, Plano, Texas

Responsibilities:

• Participates in teh development of teh resident’s Individualized Service Plans (ISP) and monthly updates
• Responsible for designated group of resident’s care during teh shift, nos where their residents are and physically checks on them throughout teh shift caring for their emotional, dietary, and continence needs
• Partners wif community team to ensure community is in compliance wif OSHA requirements and promotion of Risk Management programs and policies; adherence to safety rules and regulations
• Responds to teh dining needs of teh residents and guests while maintaining hospitality and service standards, laundry as needed

Project Coordinator

Confidential, Plano, Texas

Responsibilities:

• Maintain ERP conversion project plans from work streams to escalate impact to Critical Path, from creation to updates to closure
• Coordinate dependencies for assigned area in collaboration across program teams creating PowerPoint slides as needed
• Working in partnership wif Program Manager and Delivery Manager to integrate project plan in to master program plan
• Coordinate and track project scope, cost, schedule, resources, task management, and quality
• Coordinate and track project documentation, maintain project records for quick access and future reference
• Report overall project health and status, tracking and coordinating change requests as needed
• Identify, manage and escalate risks and issues to Program Manager, coordinating and tracking risk mitigationstrategies and issue resolutions
• Coordinated and track completion and approval of project deliverables and work stream milestones

Project Manager/ Business Analyst Team Lead

Confidential, Dallas, Texas

Responsibilities:

• Sub managing 2 mega pilot projects dramatically changing teh way Fannie Mae processes claims, moving into a more automated process. Communicate frequently and honestly wif teh customer, internal team, subcontractor, vendors and material suppliers
• Creates and maintains project schedules, monitors milestone completion, tracks all phases of teh project product/service lifecycle, providing timely reporting of issues dat impact project progress, coordinating actions, and resolving conflicts. This includes documenting, prioritizing and tracking requests
• Conducts project meetings, meets wif project teams regularly to review project deliverables and deadlines. Add hoc reporting in MS Excel and MS PowerPoint as needed for sr. management
• Compiles/ analyzes data and prepares reports based on identified discrepancies including individual performance and vendor performance score cards for executive reporting pulling data from Tableau, Oracle, and LoanSphere Invoicing systems
• Assists wif analyzing financial documents, investigating questionable data and preparing various reports. Checks and verifies transactions to ensure consistency and accuracy of accounting documents. Gather user requirements for database changes, analyzes database requirements
• Creates specifications using complex excel algorithms for teh teams to load for scripting to bulk decision vendor claims
• Aids in escalation/resolution data issues

Sr. Financial Analyst

Confidential, Plano, Texas

Responsibilities:

• Budgeting manager for up to 40 projects totaling over $100MM for senior management in PepsiCo’s Go - To-Market IT division
• Develop and maintain detailed, Excel-based, financial models including resources and expenditures, auditing, capital and expense providing long-term range financials projections by project following teh GAAP
• Initiate and lead monthly meetings wif managers and internal vendors to obtain accurate estimated forecasting
• Lead high-level Executive Steering Committee meetings to provide Finance, executive management, and corporate business team wif project budget reporting including commentary and analysis on budget accuracy, YTD actuals vs. forecasts, quarterly and balance-of-year totals by project, and various ad hoc financial reporting as needed
• First pass screening on all IT CAPEX’s documents; proofreading, making sure they follow capital/expense policy and procedures, included lease vs. buy, etc., evaluate and monitor capital expenditures and set fixed assets into amortization
• Liaison between Accounting and project managers to process purchase orders, invoicing, new vendors, period accruals and cross charges, expenditure adjustments, and period (monthly) forecasts using SAP, Oracle, and Hyperion EssBase

Sr. Financial Operations Analyst

Confidential, Plano, Texas

Responsibilities:

• Liaison between Finance and division wif all financial needs including reporting and communication; operating and capital expenditures, forecasting costs, reporting drivers, financial variances vs. forecast and delivering data-driven business recommendations
• Create ad hoc reporting and analysis, including Bank of America transition executive reporting, etc.
• Provide analysis on division’s monthly financial scorecards for executive management’s weekly/ monthly meetings
• Manage division’s executive reporting and financial statements including Managing Director’s monthly Q&A reporting, producing trending and analysis on divisions income and losses for sr. executive management
• Designed, implemented and automated manual weekly report of IT costs from a 6-hour weekly process to a 1-hour weekly process by extensive Excel coding, working wif variables such as headcount and price per programmer (domestic and offshore)
• Assist compliance department wif SOX and other financial testing documentation
• Reviewed work for 2 business analysts
• Managed 300+ abstractors for 3 corporate offices reporting to 3 Sr. Vice Presidents
• Liaison between vendors and attorneys (customers) on product quality
• Negotiated pricing/ recruiting abstractors for title reports (e.g., title searches, preliminary judicial reports, etc.) for foreclosure process
• Managed and maintained abstractor database in Lotus Notes and in a MS Access based tracking system, coordinating wif IT Developers on automating processes into a web-based SQL structure
• Designed and implemented quarterly report cards for vendor's turn times, accuracy, quality of documents, and response
• Audited and maintained vendor files for quality assurance
• Reconciled abstractor’s monthly statements as liaison between accounting and vendors insure proper and timely payment
• Trained a team of 4 Title Opener’s, created/ maintained Title Opener Job Manual and Job Description.
• Supervised 1 full-time clerk
• Miscellaneous file research through AS/400 as needed

Financial Business Analyst

Confidential, Texas

Responsibilities:

• Processed all purchase orders for infrastructure and application development teams wif high-level approval authority
• Reconciled/ tracked wif MS Excel & JD Edwards on all company IT spending from branch through corporate levels
• Facilitated AOP and forecast presentations to sr. executive management, drawing on responses and input to define final data for capital budget and business Plan; liaison between IS and Finance creating AOP, inputting into Cognos
• Managed, designed automated spreadsheet for monthly and YTD budget vs. actual and spending variances
• Managed historical data creating a user-friendly MS Access database to track prepaid software/ hardware licensing and miscellaneous Information Systems (IS) contracts
• Prepared project plan in MS Project for executive level Technology Committee meetings and projects
• Created complex ad hoc reporting using MS Excel to auto populate appropriations for expenditures, coordinating wif Director of Infrastructure and VP of Application Development
• Created, designed Data Quality Executive Committee quarterly presentations updating as needed per project specifications
• Coordinated all IS projects to confirm PMO process flow was performed accurately

Financial/ Credit Analyst

Confidential, Texas

Responsibilities:

• Heavy customer interaction for account maintenance creating new accounts
• Performing account reconciliation and offsets in cash applications and incoming credit inquires in JDEdwards
• Maintained legal, collection and security files; ran bank and trade references, D&B reports for new accounts
• Managed and maintained Joint Check Agreements and joint check reporting
• Ran weekly Balance and Orders on Hold reports for Corporate and Divisional Sales Departments and monthly A/R statements
• Maintained, processed monthly Aging reports and Board Book reporting in MS Access, Unapplied Cash report (data mining) in Showcase Query and World Writer, A/R reports in JDEdwards for Department and 3 other divisions
• Prepared Promissory Note reports, Legal and Collections reports in MS Excel and MS Access for Director and VP of Accounting
• Back-up on month-end Cash Applications

Project Assistant/ Analyst

Confidential, Dallas, Texas

Responsibilities:

• Supported department wif various ad hoc research, reporting and development of supporting databases
• Managed various project finances, including airline and hotel ticket voucher accounts. Coordinated all Wyndham Hotel and American Airlines Travel Authorization Certificate arrangements, as well as, reporting in Excel using pivot tables for company
• Assisted in project management coordinating wif corporate partner sponsors on various events (i.e., Race for teh Cure®)
• Provided End User technical assistance on databases and spreadsheets to project managers
• Assisted Vice President of Marketing/Board member wif general administrative duties, extensive calendar management and travel arrangements, heavy client interaction, expense reports, meeting minutes and transcription and correspondence drafting
• Supervised department’s two part-time and one full-time administrative staff