Robin Ornelas

Key Responsibilities & Achievements

• Managed daily office operations for two sister companies in the oilfield service and oilfield supply industries.
• Oversaw full-cycle Accounts Receivable and Accounts Payable processes for both companies.
• Created, processed, and submitted customer invoices while ensuring timely billing and accurate documentation.
• Managed collections efforts by sending weekly customer statements, following up on past due invoices, and maintaining customer account communication.
• Prepared and submitted weekly Accounts Receivable summary reports to the CFO and CEO, providing detailed updates on cash flow and past due account status.
• Generated and maintained invoice status reports to track pending invoices and coordinate with operations teams to ensure timely customer billing.
• Processed purchase orders and entered vendor invoices for payment processing.
• Reviewed open purchase order reports to ensure procurement items were received, processed, and closed out accurately within the system.
• Maintained daily activity and asset tracking reports for rental equipment and repair status, including both in-house and third-party repairs.
• Reviewed field service tickets for accuracy, corrected discrepancies, and adjusted employee bonus calculations when necessary.
• Monitored employee work hours by pay period and provided daily labor hour reports to executive leadership to assist with work distribution and scheduling efficiency.
• Tracked labor hours by customer account for quarterly safety reporting and compliance submissions.
• Prepared and distributed daily field profit analysis reports including revenue tracking, month-to-date pacing, cash flow forecasting, job profitability analysis, fuel usage, miscellaneous expenses, and prorated fixed costs.
• Assisted with month-end closing procedures and financial reconciliation processes.
• Generated monthly commission reports for sales personnel.
• Managed customer and vendor account setup and maintenance.
• Reviewed, processed, and submitted payroll for employees each pay period.
• Handled all HR-related onboarding and offboarding processes, including employee documentation and personnel record management.

• Managed the billing process by collecting, reviewing, and analyzing field reports and service tickets to ensure accurate customer invoicing.
• Coordinated invoice distribution directly to customers and field supervisors for approval signatures while tracking timely returns and processing status.
• Submitted approved invoices through customer-preferred billing platforms and methods while monitoring payment timelines and cash flow expectations.
• Provided the CFO with regular updates regarding outstanding receivables, projected cash flow, and expected customer payments.
• Proactively communicated with customers regarding past due balances and invoice discrepancies to support collections efforts and improve cash flow management.
• Issued purchase orders to procurement teams after validating pricing accuracy and obtaining proper internal approvals.
• Assisted Accounts Payable operations by reviewing and verifying incoming vendor invoices for accuracy and compliance.
• Reviewed and finalized well files to ensure all supporting operational and financial documentation was complete and properly organized.
• Collaborated with the sales team to prepare customer bids, projected job cost estimates, and profitability analysis reports for COO approval.
• Compiled final post-job profit analysis reports evaluating actual margin performance and operational profitability for inclusion in well files.
• Developed and maintained a live labor analysis reporting system accessible through Microsoft Teams, allowing management to monitor real-time field and shop labor performance.
• Reviewed employee hours and per diem submissions each pay period to verify accuracy, legitimacy, and policy compliance.
• Conducted monthly revenue forecasting and distributed daily reports comparing forecasted versus actual top-line revenue performance.
• Maintained the company asset ledger ensuring proper tracking, additions, disposals, and record accuracy of company assets.
• Managed and monitored a valve reliability tracking system measuring valve production performance and failure trends.
• Oversaw quarterly parts room inventory counts and assisted with inventory reconciliation processes.
• Performed internal audits for procurement and dispatch departments to verify adherence to company procedures and operational controls.
• Provided direct operational and financial support to the CFO and collaborated with the company CPA to address accounting and reporting inquiries.
• Remained actively involved in operational support functions while primarily focusing on financial analysis and reporting responsibilities.
• Managed the billing process by collecting, reviewing, and analyzing field reports and service tickets to ensure accurate customer invoicing.
• Coordinated invoice distribution directly to customers and field supervisors for approval signatures while tracking timely returns and processing status.
• Submitted approved invoices through customer-preferred billing platforms and methods while monitoring payment timelines and cash flow expectations.
• Provided the CFO with regular updates regarding outstanding receivables, projected cash flow, and expected customer payments.
• Proactively communicated with customers regarding past due balances and invoice discrepancies to support collections efforts and improve cash flow management.
• Issued purchase orders to procurement teams after validating pricing accuracy and obtaining proper internal approvals.
• Assisted Accounts Payable operations by reviewing and verifying incoming vendor invoices for accuracy and compliance.
• Reviewed and finalized well files to ensure all supporting operational and financial documentation was complete and properly organized.
• Collaborated with the sales team to prepare customer bids, projected job cost estimates, and profitability analysis reports for COO approval.
• Compiled final post-job profit analysis reports evaluating actual margin performance and operational profitability for inclusion in well files.
• Developed and maintained a live labor analysis reporting system accessible through Microsoft Teams, allowing management to monitor real-time field and shop labor performance.
• Reviewed employee hours and per diem submissions each pay period to verify accuracy, legitimacy, and policy compliance.
• Conducted monthly revenue forecasting and distributed daily reports comparing forecasted versus actual top-line revenue performance.
• Maintained the company asset ledger ensuring proper tracking, additions, disposals, and record accuracy of company assets.
• Managed and monitored a valve reliability tracking system measuring valve production performance and failure trends.
• Oversaw quarterly parts room inventory counts and assisted with inventory reconciliation processes.
• Performed internal audits for procurement and dispatch departments to verify adherence to company procedures and operational controls.
• Provided direct operational and financial support to the CFO and collaborated with the company CPA to address accounting and reporting inquiries.
• Remained actively involved in operational support functions while primarily focusing on financial analysis and reporting responsibilities.
• Managed the billing process by collecting, reviewing, and analyzing field reports and service tickets to ensure accurate customer invoicing.
• Coordinated invoice distribution directly to customers and field supervisors for approval signatures while tracking timely returns and processing status.
• Submitted approved invoices through customer-preferred billing platforms and methods while monitoring payment timelines and cash flow expectations.
• Provided the CFO with regular updates regarding outstanding receivables, projected cash flow, and expected customer payments.
• Proactively communicated with customers regarding past due balances and invoice discrepancies to support collections efforts and improve cash flow management.
• Issued purchase orders to procurement teams after validating pricing accuracy and obtaining proper internal approvals.
• Assisted Accounts Payable operations by reviewing and verifying incoming vendor invoices for accuracy and compliance.
• Reviewed and finalized well files to ensure all supporting operational and financial documentation was complete and properly organized.
• Collaborated with the sales team to prepare customer bids, projected job cost estimates, and profitability analysis reports for COO approval.
• Compiled final post-job profit analysis reports evaluating actual margin performance and operational profitability for inclusion in well files.
• Developed and maintained a live labor analysis reporting system accessible through Microsoft Teams, allowing management to monitor real-time field and shop labor performance.
• Reviewed employee hours and per diem submissions each pay period to verify accuracy, legitimacy, and policy compliance.
• Conducted monthly revenue forecasting and distributed daily reports comparing forecasted versus actual top-line revenue performance.
• Maintained the company asset ledger ensuring proper tracking, additions, disposals, and record accuracy of company assets.
• Managed and monitored a valve reliability tracking system measuring valve production performance and failure trends.
• Oversaw quarterly parts room inventory counts and assisted with inventory reconciliation processes.
• Performed internal audits for procurement and dispatch departments to verify adherence to company procedures and operational controls.
• Provided direct operational and financial support to the CFO and collaborated with the company CPA to address accounting and reporting inquiries.
• Remained actively involved in operational support functions while primarily focusing on financial analysis and reporting responsibilities.
  
• Managed the billing process by collecting, reviewing, and analyzing field reports and service tickets to ensure accurate customer invoicing.
• Coordinated invoice distribution directly to customers and field supervisors for approval signatures while tracking timely returns and processing status.
• Submitted approved invoices through customer-preferred billing platforms and methods while monitoring payment timelines and cash flow expectations.
• Provided the CFO with regular updates regarding outstanding receivables, projected cash flow, and expected customer payments.
• Proactively communicated with customers regarding past due balances and invoice discrepancies to support collections efforts and improve cash flow management.
• Issued purchase orders to procurement teams after validating pricing accuracy and obtaining proper internal approvals.
• Assisted Accounts Payable operations by reviewing and verifying incoming vendor invoices for accuracy and compliance.
• Reviewed and finalized well files to ensure all supporting operational and financial documentation was complete and properly organized.
• Collaborated with the sales team to prepare customer bids, projected job cost estimates, and profitability analysis reports for COO approval.
• Compiled final post-job profit analysis reports evaluating actual margin performance and operational profitability for inclusion in well files.
• Developed and maintained a live labor analysis reporting system accessible through Microsoft Teams, allowing management to monitor real-time field and shop labor performance.
• Reviewed employee hours and per diem submissions each pay period to verify accuracy, legitimacy, and policy compliance.
• Conducted monthly revenue forecasting and distributed daily reports comparing forecasted versus actual top-line revenue performance.
• Maintained the company asset ledger ensuring proper tracking, additions, disposals, and record accuracy of company assets.
• Managed and monitored a valve reliability tracking system measuring valve production performance and failure trends.
• Oversaw quarterly parts room inventory counts and assisted with inventory reconciliation processes.
• Performed internal audits for procurement and dispatch departments to verify adherence to company procedures and operational controls.
• Provided direct operational and financial support to the CFO and collaborated with the company CPA to address accounting and reporting inquiries.
• Remained actively involved in operational support functions while primarily focusing on financial analysis and reporting responsibilities.

• Managed communication between customers and field supervisors to coordinate, schedule, and plan upcoming jobs and service operations.
• Created and issued dispatch tickets detailing required equipment, personnel assignments, and scheduled execution dates.
• Coordinated with shop personnel to ensure equipment was properly prepared, inspected, and ready for field deployment.
• Inspected outgoing equipment for accuracy and documented all assigned assets for each job.
• Coordinated trucking logistics and field service personnel scheduling to support efficient job execution.
• Distributed detailed dispatch emails prior to each job to ensure all personnel and departments were informed of schedules, equipment requirements, and operational details.
• Prepared and distributed daily activity reports tracking the real-time location and status of equipment and personnel.
• Managed subrental equipment tracking and coordinated timely returns to vendors and suppliers.
• Verified equipment and inventory using asset tracking numbers to maintain accurate operational records.
• Created repair routers and coordinated repair documentation for damaged or returned equipment.
• Initiated and maintained well file documentation including dispatch tickets, test charts, bills of lading, field tickets, repair logs, and supporting operational paperwork.
• Assisted operations management with maintaining organized and accurate job documentation to support billing, compliance, and operational efficiency.

• Sourced materials, equipment, and services from multiple vendors while ensuring cost-effective purchasing solutions and maintaining high quality standards.
• Managed inventory operations through QuickBooks, including receiving, tracking, and organizing inventory items efficiently.
• Coordinated distribution of materials and equipment to shop personnel and field locations to support ongoing operations and job schedules.
• Maintained an organized parts room and monitored inventory levels to ensure operational readiness and minimize shortages.
• Oversaw asset management processes including issuing, tracking, and decommissioning equipment within the company asset ledger.
• Managed repair routers and documented damages to hard goods and equipment for operational reporting and tracking purposes.
• Maintained accurate documentation and filed procurement and repair-related records within corresponding well files.
• Assisted field operations by delivering parts and materials directly to job locations when necessary to avoid operational delays.
• Supported efficient procurement processes by maintaining vendor relationships and monitoring purchasing timelines.