Dynamic Finance & Supply Officer with extensive experience at the United States Coast Guard, excelling in procurement and supply chain optimization. Proven track record in training over 1,800 personnel and leading process improvements. Skilled in curriculum development and fostering effective communication, driving organizational success through strategic financial management.
o Organized meetings between clients, stakeholders, and project team members.
o Led Coast Guard Financial System Modernization Solutions process improvement for 7 major commands, with 34
sub-units.
o Trained 1800+ members on Financial Management & Procurement Service processes.
o Participated in conferences and events related to the company's field operations.
o Facilitated communication between various departments within the organization.
o Facilitated group discussions among trainees regarding topics covered during a session.
o Developed training materials and documents such as manuals, handouts, exercises, and facilitator guides.
o Updated existing curriculums based on changes in technology, policy or industry standards.
o Attended and facilitated meetings or seminars to obtain information for use in evolving training programs
targeted toward CG wide Financial System change.
Supervisor: Teresa M. Pere (757-579-6141)
o Worked closely with external auditors during year-end audit process.
o Created and updated financial reports on frequent basis to present information to leadership teams on Fiscal Year close-out.
o Provided training and guidance to staff on budgeting processes and procedures.
o Spearheaded presentations with finance leaders, providing statistical data utilized in making financial decisions for future procurement processes.
o Led 6-person Procurement Team as Approving Official in various capacities.
o Coordinated receipt of incoming materials and verified accuracy of items received for cradle-to-grave documentation.
o Created and maintained detailed reports on inventory levels, cost, and adjustments.
o Requisitioned and stored shipping materials and supplies to maintain inventory of stock of operating materials.
o Inspected incoming materials for damage and quality assurance.
o Performed scheduled inventory counts and supply audits as Physical Inventory Control Officer.
Supervisor: Celina H. Ladyga (206-390-5474)
o Gathered contractor quotes for careful review to determine best options for company.
o Maintained up-to-date knowledge of government procurement regulations and practices.
o Executed contract review and contract management in submittal of fully executed documents to lenders, title
companies and law firms.
o Managed foreign port husbandry services and fuel onload.
o Completed over 40 hours of Contracting Officer Representative courses through Defense Acquisition University to
maintain compliance.
o Participated in financial workshops, trainings, and conferences to improve educational skills.
Supervisor: Raul A. Jimenez (727-470-4242)
o Instructed 25+ Recruit Companies on all Enlisted Professional Military Education Requirements.
o Created a positive learning environment by establishing open communication with students, parents, and
colleagues.
o Evaluated effectiveness of instructional materials including textbooks, software programs or handouts.
o Created lesson plans and chose supporting materials to promote positive learning experiences and meet
Terminal Performance Objectives.
Supervisor: Matthew J. Smith (609-898-6245)