Summary
Overview
Work History
Education
Skills
Certifications & Licenses
Timeline
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OCTAVION PHELPS

Tulsa,Oklahoma

Summary

Self-motivated and goal oriented professional with 3+ years of experience in Financial Operations & Project Controls. Skilled in collaborating with cross-functional teams and stakeholders to ensure adherence to project timelines and quality standards. Proficient at cost tracking, earned value management, forecasting, and financial analysis to optimize project profitability. Excellent communication skills, fostering strong relationships with clients, contractors, and suppliers.

Overview

7
7
years of professional experience

Work History

Project Cost Controller

American Electric Power
06.2022 - Current
  • Collaborate closely with Project Managers to track and forecast various components of capital project cost reports, Cost Forecast, Cash Flow, Change Order Log, Contingency Draw down, Billings, Outstanding AR, WIP, and SIP reporting
  • Perform weekly, monthly, quarterly, and fiscal year-end deliverables, including WIP and SIP reporting, monthly CTC reviews, revenue recognition, and contract status reviews
  • Monitor the P&L status of all projects and conduct EVM and GMP analysis and mitigation
  • Lead internal audit of project accounting practices, ensuring compliance with billing, AR follow-up, lien waivers, PO reconciliations, change orders, subcontract management, and contract requirements
  • Prepare monthly management reports and ensure the validity and accuracy of software system through analysis, internal audit, and coordination
  • Manage processing and tracking of contractor invoices, ensuring adherence to financial guidelines and conducting daily labor and equipment reconciliation, as well as weekly cost reconciliation with contractors

Financial Analyst

Continental Stock Transfer & Trust Company
06.2020 - 06.2022
  • Controlbook reporting for shareholders
  • Researched and evaluate investment options
  • Analyze shareholder data, transaction records, and other financial information to identify trends, patterns, and discrepancies
  • Ensured compliance with relevant securities regulations, including SEC requirements, and maintained accurate records for regulatory reporting
  • Processed stock transfers, stock issuances, and other related transactions
  • Verified and updated shareholder information, maintained shareholder records, and coordinated with other departments or external entities as necessary
  • Performed quality control checks to ensure accuracy and integrity of shareholder data, transaction records, and regulatory compliance.

Customs Brokerage Assistant

Laufer Group International LTd.
04.2020 - 06.2020
  • Assisted customs brokerage staff on client engagement
  • Data entry, Organizing, cross-referencing, scanning, copying, and retrieval
  • Sorted papers according to content and data
  • Created or updated records with new files and information.

Office Assistant

West Hills College-Coalinga Fitness Center
01.2017 - 05.2017
  • Responsible for introducing new members to the equipment and answering questions on equipment use
  • Managed front desk and greeted members as members entered the facility
  • Assisted personal trainers in logging maintenance done to each piece of gym equipment
  • Responsible for making sure that all equipment is being used properly and safely by all gym members.

Education

Bachelor Of Science in Business Administration - Accounting And Business Management

William Jewell College
Liberty, MO
05.2020

Associate Of Arts in Liberal Arts Social & Behavioral Science -

West Hills College - Coalinga
Coalinga, CA
05.2017

Skills

  • Procore
  • ArcGIS
  • Microsoft Power BI
  • Primavera P6
  • IBM COGNOS
  • IBM Maximo
  • Oracle Peoplesoft ERP
  • Ecosys
  • Excel
  • Outlook
  • Microsoft Dynamics NAV

Certifications & Licenses

Project Management Professional (PMP)® (2024)

Accident, Life & Health (2022)

Property & Casualty (2022)

Property & Casualty Adjuster (2024)

Timeline

Project Cost Controller

American Electric Power
06.2022 - Current

Financial Analyst

Continental Stock Transfer & Trust Company
06.2020 - 06.2022

Customs Brokerage Assistant

Laufer Group International LTd.
04.2020 - 06.2020

Office Assistant

West Hills College-Coalinga Fitness Center
01.2017 - 05.2017

Bachelor Of Science in Business Administration - Accounting And Business Management

William Jewell College

Associate Of Arts in Liberal Arts Social & Behavioral Science -

West Hills College - Coalinga

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