Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
10
10
years of professional experience
Work History
Business Lead
Sandia National Laboratories
03.2021 - Current
Business Management Professional –10655 5500 Business Ops and 5550, (Active DOE Q and SCI Clearances, Work with Project Leads to build and manage multiple multi-year project schedules across various DHS programs, including cost estimating/projections, schedule analysis, WBS setups, project baselines, SOWs, project proposals and financial management which supports border security efforts for the nation
Perform contract analyses to ensure accuracy and compliance with contract regulations
Identified non-compliances and worked with contractor POCs, internal Sandia Buyers and Contract Audit to resolve issues and establish a path forward for closeout
Understand and implement financial processes using Oracle, EBI, CET, PET and ARC to analyze funding, budgeting, and forecasting
Certified SCRUM Master supporting various technical projects through the agile SCRUM process
Manage ~$20M in direct dollars across multiple projects while supporting multiple technical team leads/staff along with ~$1M in indirect dollars for the benefit of 5550 Mission Analytics
Engage with DHS partners and sponsors to provide accurate and concise information that they find valuable in a timely manner
Identify gaps and areas of improvement that can be solved with more consistent reporting, financial management, and analysis
Train and mentor interns to foster professional growth in business functions across Sandia
Provide strategic learning and leadership opportunities to set interns up for success in full time roles at Sandia while supporting them in their educational path
Coordinates technical management, staff and fellow BMPs to roll up financial and project reviews quarterly (Management Reviews) for senior leadership
Assess risks to the program and create mitigation strategies with technical partners
Participate in center and group level strategic planning, facilitate strategic discussions, and develop strategic documents/materials
Acts as the Business Lead for 5550 including regular and professional communication and touch points with the 5550 L2 and the five 5550 L1 managers
Development of group and department level resources, financial reports, training analyses, and facilitation of information collection for various data calls
Development of communication channels for the 5550-management team to allow for cross-department collaboration, strategic planning, action tracking, indirect funding investments, etc
Review inter-agency agreement drafts from Sponsor POCs and facilitate strategic discussions surrounding what contract requirements look like for Sandia and how we are allowed to execute SPP and SiPP work
Maintain compliance with internal and external financial policies and requirements regarding the management of both direct and indirect dollars
Co-Team Lead for cross-functional MSTAT Interns Transfers and Conversions Team which provides resources to interns looking to convert from intern to full-time staff member and identifies interns with business backgrounds currently working at Sandia in other internship roles and engages them to determine if a business internship is a better fit to achieve their career goals and facilitates the conversion process
Mission Services New Hire Program cross-functional team member which provides monthly presentations and resources to new hires in Division 10,000
Coordinates speakers, topics, resources, locations, and networking activities to ensure we have high attendance and engagement with new hires
One of two Division 10K representatives for the New Employee Engagement and Retention Team representing D10K best practices and sharing ideas/implementing new processes across the Division and the Labs
Built a team of representatives from D10K to implement best practices, obtain center level buy in to new efforts, improve areas of weakness and facilitate synergy across the division
Work for Others Specialist –10575 SPP and IEW Agreements (Active DOE Q Clearance)
Compliance Accountant
09.2019 - 03.2021
Acted as a liaison to facilitate communication between Federal sponsors and DOE/NNSA to enable execution of a contract to perform joint work at Sandia
Analyzed funding documents and ensure that all applicable laws, regulations, and requirements were met and worked with Federal sponsors to obtain any missing, additional, or incorrect information needed
Developed a subject matter expertise in federal appropriations law, government contracting and Federal Acquisitions Regulations
Drafted accurate and complete details of each Inter-Agency Agreement to ensure that all applicable laws, regulations, and requirements were summarized and documented to ensure a robust contract was presented to DOE Programs for signature and execution
Developed educational materials/resources for federal sponsors and technical line members to enable effective transfer and communication of information, requirements, and details specific to SPP contracts at Sandia
Educated both the technical line and Federal sponsors on processes, changes in laws and regulations, and best practices when executing Inter-Agency Agreements and provided resources for implementation of such changes
Residual balance closeout resolution SME - represented the SPP team in establishing a new IT tool, processes, internal controls, forms, and communication resources to resolve residual balances on contracts resulting from audits performed by procurement related to PO’s placed on SPP contracts
Financial and policy analysis performed as a “special assignment” on the Fleet Management area to provide additional insight and to assist senior management in making decisions regarding budget allocations in the group
Analyzed historical costs, policies and federal regulations/guidelines, and benchmarking with other nuclear weapons laboratories to establish best practices and provide comparative data for analysis and review
Critical analysis of procedure documents in this area to ensure that internal controls appropriately mitigate the risks in SPP work
General experience in performing analysis related to tools like EBI and Oracle
Proficient in developing documents in Microsoft (Word, PowerPoint, Excel, Visio, Project, etc.)
Facilitated strategic conversations between SME’s, Managers, Senior Managers, Directors, SFO oversight, DOE/NNSA and Federal Sponsors
Provided analyses, reports and various communications to DOE SFO/Federal Sponsors as requested for past and current Inter-Agency Agreements
Performed complete and accurate reviews of SPP proposals to ensure all components (SOW, cost estimates, period of performance and contractual requirements) are met and complete and coordinates with the technical line to make changes as needed
Completion of various project management trainings including basic training in project management software’s
Ability to perform under pressure and high stress situations – processed triple the average amount of agreements regularly processed during the end of the continuing resolution, –10522 Financial Policy, Performance and Assurance
Graduate Student Intern
07.2018 - 09.2019
Working with FMFIA/OMB A-123 reporting tools to ensure that each division under Sandia National Labs complies with risk assurance standards set by the Department of Energy
Critical analysis of procedure documents to ensure that internal controls appropriately mitigate the risks they are mapped to
Design of internal controls testing in compliance with COSO requirements
Development and execution of training seminars designed for SME’s, Managers and Volunteer Testers to improve overall user experience in the OMB A-123 Program and increase understanding of risk mitigation and internal control strategy
Critical analysis of internal control test results and establishment of communication of results to SME’s and Managers to facilitate decision making and improvement efforts
Professional communication with all departments to enable positive relations labs wide
AIS Monitoring Management requiring reviews of all corrective actions and assessments for Center 10500 to analyze risk mitigation efforts and identify opportunities for improvement
Burden Exemption request processing and process improvements to enable a more efficient process and facilitate a positive user experience for requestors
Experience in performing analysis related to tools like EBI and Oracle
Proficient in developing documents in Microsoft (Word, PowerPoint, Excel, Visio, Project, etc.)
Finance Policy Area Lead ensures all financial policies are up to date and are compliant with laws, regulations, and requirements
Developed effective communication efforts to members of the workforce regarding policy/requirement changes
Facilitates strategic conversations between SME’s, Managers, Legal Teams, Policy Teams and Executive Policy Owners regarding policy strategies
Established strategy for policy management at a center level
Analysis of Mission Services New Hire Program data to determine best strategies to increase attendance at events and evaluation of current marketing efforts
Mission Services New Hire Program team member coordinating events for new hires in Division 10,000 to promote awareness of relevant business topics and foster networking opportunities cultivating a sense of community for new hires, - 10504 Financial Policy, Performance and Assurance
03.2018 - 07.2018
Worked with FMFIA/OMB A-123 reporting tools to ensure that each division under Sandia National Labs complies with risk assurance standards set by the Department of Energy
Critical data entry in the FMA Tool
Critical analysis of procedure documents to ensure that internal controls appropriately mitigate the risks they are mapped to
Professional communication with all departments to enable positive relations labs wide
AIS Monitoring Worksheet updates that allow the 10504 Department to review the outstanding actions and performance goals for individual managers to track progression towards completion of these goals
Burden Exemption data entry to help process requests that allow employees to work off site on approved projects that helps with our direct and indirect costs for projects
Accounting Executive
Zia Rising Management, Ltd. Co
03.2017 - 03.2018
Managed QuickBooks accounts for over 30 entities including management of billing, invoicing, payments, deposits, reconciliation, and financial statement management
Developed pay applications and providing financial institutions with the documents necessary to obtain funding
Managed journal entries, adjusting journal entries, payroll, and overall financial operations for all 30 plus entities
Produced and prepared critical reports throughout the fiscal year to various stakeholders of the numerous entities (i.e., financial institutions, members and owners, other investors, etc.)
Financial Associate
10.2015 - 03.2017
Managed QuickBooks accounts for over 25 entities including management of billing, invoicing, payments, deposits, reconciliation, and financial statement management
Drafted property, development, and construction documents as well as Leases, Purchase and Sale Agreements and the organization of these documents
Helped my team in developing over 25 properties and playing a part in the development of each contributing to my wide range of financial, organizational, legal, and professional skills in this industry
Worked in the Construction side of property development by helping to coordinate contractors, sub-contractors, architects, delivery of development products and communication between our contractors and our buyers
Financial Assistant
01.2014 - 10.2015
Worked with various property development projects as well as management of properties
Establishment of legal document templates containing critical legal verbiage to increase efficiency in operations
Analyzed real estate laws to determine strategies for compliance
Responsible for maintaining a positive work environment by keeping the workplace organized and suitable to all work situations so that my team can get the job done.
Technical Business Development Specialist at Sandia National Laboratories - Albuquerque, NMTechnical Business Development Specialist at Sandia National Laboratories - Albuquerque, NM
Intelligence/Counterintelligence Professional at Sandia National LaboratoriesIntelligence/Counterintelligence Professional at Sandia National Laboratories