Energetic professional who can work well in a challenging and deadline-oriented environment, individually or in a team. Experience in extracting financial data from various accounting and information systems, performing analysis, and preparing subsequent narrative analyses for executive management.
Overview
30
30
years of professional experience
Work History
Director of Revenue Services
METRO Transit Authority of Harris County
2022.08 - Current
Design, develop, administer, implement, and monitor the Reginal Fare Collection System application technology solutions
Serves as point person for the Automated Fare Collection System Project, reporting directly to the VP/CFO
Coordinate with Planning & Ridership, Customer Services, and Governmental Affairs regarding Fare Policy
Reviews all system development and coordinates schedules and resources with IT and other stakeholders
Directs and manages multi-discipline teams, including staff, contractors, and vendors, to successfully implement the Reginal Fare Collection System
Responsible for the billing of fare media, daily collection and safe bank deposit of fare media and other revenues, and revenue collection equipment
Coordinate with Regional Partners, such as Harris County, Fort Bend County, Montgomery County, HGAC, and TxDOT, on the design of the Regional Fare Collection System
Coordinate with Harris County Toll Road Authority (HCTRA) in managing METRO's High Occupancy Toll (HOT Lanes program), developing fare collection guidelines and procedures for revenue collection
Manages all third-party, electronic payments, RideStore payments, and Regional Partner Payments
Responsible for developing and monitoring assigned capital and operating budget items.
Revenue Services Manager
METRO Transit Authority of Harris County
2020.09 - 2022.08
Oversees METRO accounting, finance, and treasury operations
Assist with audits and special projects as necessary
Leads and gathers complex and often unique business requirements by defining the business problem and data requirements
Utilizes an advanced understanding of multiple data structures and sources to lead the design, development, and implementation of decision-support solutions, which may include data visualization, business intelligence, or data collection
Extensive knowledge/experience with the development of functional specifications as well as development requirements
Currently manage twenty-one full-time employees
Oversees METRO cash collections, processing to ensure revenues are identified and book correctly in the SAP accounting system
Developed and prepare the annual operating and capital budgets for assigned departments.
Senior SAP FICO Specialist
METRO Transit Authority of Harris County
2012.08 - 2020.09
Lead organization in gathering complex and often unique business requirements by defining the business problem and data requirements
Utilize previous experience, knowledge, and an advanced understanding of multiple data structures and sources to lead the design, development, and implementation of decision-support solutions, which may include data visualization, business intelligence, or data collection
Extensive knowledge/experience with the development of functional specifications and development requirements
Proven ability to quickly learn existing Business Process and combine knowledge from multiple disciplines in order to produce an optimal business solution
Experience in post-production support tools and methodologies
Intense knowledge of various SAP solutions, developed deep functional area expertise serving as a Subject Matter Expert (SME)
Departmental liaison to functional areas outside of the Finance Department
Create and execute test scenarios to ensure the quality of deliverables to meet business requirements
Evaluate potential system enhancements and upgrades and provide recommendations for the system roadmap
Developed and prepared the annual operating and capital budgets for assigned departments
Reviews and evaluates capital and operating expenditure authorization requests and budget transfers to ensure proper budget funding
Assist in preparing monthly board reports, management/budget review documents, and other standard OMB reports for executive, senior management, and the Board of Directors
Performs special analysis for management for financial and organizational studies in coordination with other METRO departments.
Business Analyst
CenterPoint Energy
2011.06 - 2012.08
Investigating existing applications to determine the best way for new requirements to impact SAP FICO systems
Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general presentation
City of Houston, General Services/Courts, Financial Services Section
2007.06 - 2011.06
SAP Transition Project Team Lead for all Financial Modules for the department
Directly supervised three lower-grade financial analysts
Analyze the Department’s expenditures and ensure expenses are billed to the appropriate business area
Analyzed and approved all contractors’ monthly invoices
Projected revenues based upon current and past trends, totaling approximately $60.1 million
Compiled and analyzed statistical data monthly
Post Budget Transfers and Budget Corrections to the general ledger
Recommended budget allocation for proposed contractual agreements and arrangements
Performed on-site vendor audits
Audited contractor’s performance and financial records
Prepared and submitted audit findings with suggestions for resolution to outstanding violations
Developed and submitted grant and general fund program budgets for $43 million.
Health Safety & Environmental Audit Analyst
Baker Hughes, Inc.
2006.06 - 2007.06
Liaison between Health Safety & Environmental (HS&E) and IT to develop a new Access Database for online audit reporting for domestic and international locations
Enhanced existing SAP reports and programs to meet the corporation's needs for contract vendors, which included processing vendor contracts and purchase orders for payments utilizing SAP
Posted documents to the general ledger accounts and business areas
Prepared monthly budget reports and processed expense reports for the Division
Maintained the Baker Hughes, Inc
Online Audit Reporting System
Prepared performance reports, which included pivot charts and tables.
Recruiter
Texas Children’s Hospital
2005.06 - 2006.06
Transitioned over 2,500 employees from PeopleSoft Financial/Payroll to SAP Financial Services and HR
Wrote policies and procedures for the internal transfer process for non-exempt employees
Performed all sourcing and recruiting duties, which included full-cycle recruiting
Negotiated contracts and salaries
Performed a compensation analysis for registered nurses
Facilitated Behavioral Interviewing of potential candidates.
Management Analyst
City of Houston -Health & Human Services Department
2005.01 - 2005.06
Supervised three clerical assistants and two lower-level analysts
Provided oversight of grants to ensure timely completion of grant and general fund program budgets and reports
Developed spending plans for efficient use of all awarded and approved funds
Implemented operating procedures and continued financial analysis to streamline division costs and increase efficiency
Grant liaison to federal, state, and local agencies to coordinate the Office of Surveillance and Public Health Preparedness's activities
Prepared and submitted budget modifications for the Public Health Preparedness Grant
Interviewed and selected potential candidates for open positions.
Director of Finance
Creative Children Academy
2002.08 - 2005.01
Supervised seven employees
Developed all financial reports for the Board of Directors monthly
Managed Academy’s budget
Managed all cash handling activities and reconciled the safe daily
Managed all federal and state grant funding disbursements
Provided financial and statistical information to the Centers for Disease Control and Prevention and the Department of Education.
Prepared, reviewed, and approved budget transactions and Financial Statements
Prepared and managed the department’s budget and Capital Improvements Plan for $25 million
Budget and improvement plan included four business areas with 217 FTE’s with a budget of $23.5 million
Performed purchasing duties for the division
Conducted yearly employee evaluations
Hiring Official for potential candidates.
Education
Texas State University
San Marcos, Texas
Texas State University
San Marcos, Texas
MBA in Finance -
Texas Southern University
Houston, Texas
08.2011
B.B.A. in Management -
Texas Southern University
Houston, Texas
05.2005
Skills
Proficient in Oracle, SAP, ERP (FICO and HANA), Trainer in HCM, MM, FICO; Crystal Reports and Microsoft Office.
Budget Development
Operational Efficiency
Data-driven decision-making
Process Improvement
Business Intelligence
Problem-Solving
Attention to Detail
Team Collaboration
Accomplishments
Completed 3 full SAP FICO Implementations.
Subject Matter Expert (SME) and Trainer – Financial Services SAP FICO, Procurement, and Human Resources.
The implementation of the SAP ERP system (development, integration testing, realization, and training)
SAP FICO Implementation.
SAP Superuser and Trainer – Financial Services SAP FICO, Procurement, and Human Resources.
Implemented operational improvement between Financial Services and Human Resources, which resulted in a 39% increase in efficiency in processing new hires and reduced the number of budget errors regarding the full-time equivalent positions (FTEs)
A principal grant writer in excess of $3.5 million, which was awarded and funded $1.7 million.
Team Lead for overall planning of policy realignment to provide effective operational and administrative procedures, which resulted in a 37% increase in efficiency, and a decrease in the contract awards process by seventeen days.
Timeline
Director of Revenue Services
METRO Transit Authority of Harris County
2022.08 - Current
Revenue Services Manager
METRO Transit Authority of Harris County
2020.09 - 2022.08
Senior SAP FICO Specialist
METRO Transit Authority of Harris County
2012.08 - 2020.09
Business Analyst
CenterPoint Energy
2011.06 - 2012.08
Financial Analyst IV
City of Houston, General Services/Courts, Financial Services Section
2007.06 - 2011.06
Health Safety & Environmental Audit Analyst
Baker Hughes, Inc.
2006.06 - 2007.06
Recruiter
Texas Children’s Hospital
2005.06 - 2006.06
Management Analyst
City of Houston -Health & Human Services Department
2005.01 - 2005.06
Director of Finance
Creative Children Academy
2002.08 - 2005.01
Administrative Manager
City of Houston - Department of Public Works
1994.12 - 2001.03
Texas State University
Texas State University
MBA in Finance -
Texas Southern University
B.B.A. in Management -
Texas Southern University
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