An operational support position which values diverse experience, professionalism, customer service, communication, interpersonal, organizational, and technical skills.
Overview
17
17
years of professional experience
Work History
Project Manager
General Electric Credit Union
09.2023 - 04.2024
Responsible for the coordination, implementation, control, and completion of project, while remaining aligned with strategy, commitments, and goals
Prepare reports for upper management regarding status of project
Coordinated internal resources and third parties/vendors for the execution of projects
Understand identification of all stakeholders and affected parties for project completion
Ensured that all projects are delivered on-time, within scope, and within budget
Developed project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility
Developed a detailed project plan to track progress
Used appropriate verification techniques to manage changes in project scope, schedule and costs
Measured project performance using appropriate systems, tools and techniques
Reported and escalate to management as needed, created and maintain comprehensive project documentation
Lead project related status and discovery meetings
Effectively work with multiple areas and departments within the credit union
Met with project team members to identify and resolve issues
Coordinated the development of user manuals, training materials and other documents as needed to enable successful implementation of the process or system
Helped define new PMO structure for a growing financial institution
Created workflows, artifacts, processes, and procedures to augment project, program, portfolio success
Performed detailed requirements analysis, ensured crisp and robust reporting
Documented processes Performed some user acceptance testing, complied with all required federal and state regulations associated with this position.
PROPOSAL PROJECT MANAGER II
Intelligrated/Honeywell
04.2018 - 07.2023
Support sales initiatives by managing project proposals for multiple customers in the material handling equipment industry
PPM I 4/23/2018 promoted to PPM II in 6/13/2022
Managed an average of 35+ unique sales opportunities weekly
Managed the proposal process from concept engineering to customer delivery
Reviewed proposals for accuracy including reviewing scope of work, price breakouts, freight, taxes, correct legal entities and governing documents
Coordinated cross functional Sales Directional meetings with SMEs according to Scope of Work
Frequently worked with Finance and Legal departments and Executive Leadership
Managed two of Intelligrated’s largest customer with annual sales of ~32mill
Managed customers annual CapEx programs with sales of ~10-16mill
Managed customer orders according to specification (processing purchase orders, obtaining signature via DocuSign)
Managed a team, communicated with people from different areas of a company, and organized the Proposal process.
PROPOSAL ANALYST I
Intelligrated/Honeywell
08.2016 - 04.2018
Managed the proposal process from the creation of the sales opportunity to booking of the order
Coordinated requirements between customer, LSS Sales and various business entities
Created and maintain the proposal process schedule
Assured proposal document accuracy prior to delivery to customer
Updated pricing document (PRD) during the pricing approval process
Organized, schedule and facilitate meetings and generate meeting notes
Performed Subject Matter Expert (SME) duties for assigned subjects
Coordinated proposal requirements
Created and maintain proposal schedule
Retrieved pricing approval
Organized and facilitate meetings.
CUSTOMER SERVICE ASSOCIATE
Intelligrated
01.2014 - 03.2016
Prepared and submit quotes to customers, coordinate the administrative functions of the Technology Repair Services (TRS) business
Maintained sound procedures to accurately invoice Home Depot orders, using CMMS Software in a timely period
Developed and maintain spreadsheets for budgets and expenditures; compile and generate invoices, reports, timelines, correspondence and presentations
Coordinated the Time and Material Projects.
SALES COORDINATOR
Intelligrated
01.2011 - 01.2014
Managed the Home Depot projects and change orders for the Field Service team
Managed proposal efforts by serving various support roles, including formatting, proofreading proposals, work closely with the Sales Representative to ensure proposals are delivered on time and in compliance with all RFP requirements
Developed and maintained proposal schedules, contract work breakdown structures, performance work statements, assumptions, dependencies, risks, and bases of estimate
Developed and maintain spreadsheets for budgets and expenditures; compile and generate invoices, reports, timelines, correspondence and presentations
Coordinated, preliminary pricing of services, distribution, tracking and follow-up of CSS proposals and update / maintain the Proposal Management system
Coordinated project scheduling, financial and administrative functional of project.
SALES ANALYST SPECIALIST (PROMOTION)
Cognis Corporation, Global Chemical Company
12.2008 - 07.2009
Provided day-to-day database administration for the Sales Team’s territories and their relevant account
Audited invoices for Account Managers for accuracy and resolve any discrepancies
Managed and updated pricing and special price supports in SAP for key Agricultural Formulation Accounts in the United States and Canada
Supported business management by analyzing and tracking accounting documents to ensure appropriate credits and debits were issued
Resolved issues around credits/returns & price blocked orders for customers and pricing compliance
Thoroughly reviewed agreements to ensure contractual obligation is met and all required exhibits, attachments, etc
Are attached
Implemented forecast database for Product Group Managers and Account Managers
Provided monthly reports on milestones and pipelines, and sample conversions
Collected point of sale each month for evaluation and ad hoc projects
Participated in sales conferences, organized and set up conference display
Ensured a smooth flow of products and services to retailers and consumers.
ASSISTANT/ TELECOM ADMINISTRATOR
Cognis Corporation, Global Chemical Company
11.2006 - 12.2008
Managed IT office to assure efficiency to make sure it is running smoothly
Audited invoices for accuracy and resolve any discrepancies for auditing purposes
Requisitioned invoices for the IT department
Supervise accurately and timely process of invoices into SAP, reconcile invoices/purchase order to achieve a 3-way match
Analyze invoices to determine what action needs to be taken
PMPS posting into SAP
Provided superior administrative support to VP/Director, including correspondence, legal documents, financial management, events/logistics coordination, communications, policy compliance, and problem resolution
Telecom support includes monitoring invoice review, research and payment to validate negotiated rates and discounts are properly applied, also create cost analysis and usage reports monthly for AP Maintain current knowledge on products and service, assist in modifying the telecom invoicing and procurement process
Manage mobile, desktop phones and web/video conference for Regional IT Americas
Implemented database to track trends in invoicing errors and phone problems
Managed block reports and resolve issues on a weekly basis
Event Planner for VP/Director and out of town guest
Record minutes of IT department and distributed them
Order Hardware and Software for Regional IT Americas.
Education
Skills
Proposal Management
Project Management
Data Management & Reporting
Planning Skills
Customer Service
Communication Skills
Interpersonal Skills
Thrives in a fast-paced environment
Quick to learn proprietary software/systems
Proficient knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint)
Ability to work independently while part of a larger team and hybrid remote