To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Lead Financial Advisor - Global Customer Experience (GCX)
Chevron
07.2022 - Current
Oversee and advised GCX Leadership Team on ~$410MM in yearly global opex by understanding historical trends and developed year end forecasting methods to enhance management reporting and impact behaviors on key cost reduction initiatives
Developed and streamlined robust analysis for the new propriety loyalty program, Chevron Texaco Rewards, through partnering with cross -functional groups (loyalty program manager, statistician, marketing specialists)
Advised GCX management on the monthly financial repoprting and forecasts, ensuring the leadership team had timely insights for key business decisions
Engineered and developed 2 PowerBI dashboards, a Global GCX Opex tool and a Loyalty Programs tool, to facilitate financial and management reporting by offering historical spend trends and key operating expense drivers for variance analysis
Created and optimized several new finance and accounting processes including contra-revenue allocation to fuels sales channels and restructured GCX master data to ensure accurate cost reporting
Streamlined several business plans and allocations processes for GCX, Payments team, CTR Loyalty team, and Manufacturnig HQ, whilst mentoring other team members
Launched and championed AP DS&R inaugural wellness program by successfully leading a team of two colleagues in developing strategies and innovate ideas for the program.
Lead and enhanced SJV’s financial fluency journey through overseeing and directed 10 financial fluency sessions for the entire business unit to impact behaviors and drive cost reductions
Designed and launched quarterly Finance newsletters to increase visibility through a unified voice
Oversee ~$86MM in monthly operating expenses for SJV and use historical trends to understand and forecast actuals through partnering with cross-functional groups (facilities engineer, integrated schedule, asset analysts)
Deliver monthly/quarterly reporting for significant and discrete items, inventory reconciliations, property tax, working capital, monthly variance explanations, and property sales through partnering with various cross functional groups
Developed 2 PowerBI dashboards and yielded efficiencies in cost tracking and reporting associated with projects, cost center charges, and accrual bookings (~$15MM opex projects)
Provided financial and asset accounting support for the transfer of Cogens assets to Chevron Pipeline & Power by developing asset depreciation schedules for various scenario analysis in a collaborative cross organizational team
SJV Finance lead for Operations, CPP, and Cost related to all Cogens analysis
Supported Global Upstream Finance initiative work by collaborating cross-functionally (reserves and Chevron North America Exploration & Production HQ) to deliver annual SMOG, impairment reviews, and Heath, Safety, Environmental reports.
Developmental Rotational Auditor
Chevron
06.2017 - 06.2019
Achieved monetary recoveries ($200M), identified areas of internal control risks and business gaps, issued audit procedural recommendations, and gained endorsements from management for all audit recommendations in 12 domestic and international assignments during the 2-year program - 1 lead, 4 contractor, 5 internal, and 1 NOJV in global locations with increasing complexities
Led and managed a team of 3 assisting auditors for a contractor audit that resulted in $352M in monetary findings, 3 procedural recommendations, and an incidental fraud discovery for the contractor and Mid-Continent Business Unit
Redesigned the outdated Tax Audit program and developed a new Tax Checklist to be utilized in all future tax audits by collaborating with Audit Supervisors (London and Australia) and Accounting Policy as part of the Tax Special Projects Team
Advised and mentored other auditors on measurement and compliance related audits
Facilitated meetings and interviews with global audit clients at various levels of the organizations to resolve issues and explain audit findings, proposed practical recommendations, and gained alignment with all stakeholders for the final audit report.
Production, Royalty, Revenue Analyst
Chevron
09.2012 - 06.2017
Oversaw all monthly revenue bookings and activities in SAP to account for the disposition of sales of all products (oil, gas, ngl’s) for the Triple Crown asset that averages $13MM/month in oil revenue and $6MM/month in gas and liquids revenue
Collaborated with internal and external business partners (commercial, land, volume control, third party operators, royalty) to routinely capture new wells and ensure accurate accounting of 80,000 BR and $3.2MM in monthly oil production
Developed TIPS GPM allocations in Excel to account for a new processing plant that include 146+ wells and collaborated with commercial, land, production services, legal, volume control, BU to successfully book the new Markwest Hidalgo contracts that accounted for $4MM in gas/ngl’s and $1.3MM in OPEX
Authored a comprehensive revenue summary and desk guide for the Triple Crown Revenue asset to detail the monthly closing process and to better facilitate desk transitions in order minimize financial incidents
Minimized risks of financial incidents by ensuring accurate SAP master data, payments to sensitive royalty owners, and reporting of $1MM in taxes for ~80 wells through collaboration with tax, third party operator, and production services
Automated a new process to link several Excel .csv files with third party statements and capture new marketing deductions to $1.4MM in Accounts Receivables
Mentored and trained 2 new analysts on the end-to-end process of revenue accounting, monthly bookings processes, SAP PC1, and 5 different account reconciliations.
Education
Master of Science in Accounting -
The University of Houston, C.T. Bauer School of Business
08.2012
Bachelor of Science in Accounting -
The University of Houston, C.T. Bauer School of Business
08.2012
Skills
Financials Analysis
Financial Plan Development
Financial Forecasting
Critical Thinking
Analytical Thinking
Microsoft Excel
Financial Budgeting
Internal Auditing
Account Reconciliation
Accounting Principles
Certification
Certified Public Accountant (CPA), Texas State Board of Public Accountancy, 2014
References
References available upon request.
Timeline
Lead Financial Advisor - Global Customer Experience (GCX)