W. Frank Davis Jr
Columbus
Summary
Exceptional Leadership, Training, and Process Improvement Initiatives
As an experienced financial management and operational planning professional, I excel in monitoring and managing budgets to ensure they align with financial goals. I’ve developed and implemented work plans and resource allocation strategies that optimize operations across various departments. By collaborating with stakeholders, I created planning templates that led to significant cost savings through data-driven insights and continuous improvement initiatives. My proficiency in utilizing advanced analytics tools for forecasting and performance reporting enhances decision-making processes.
With extensive experience in financial management and operational planning, I’m adept at monitoring and managing budgets to ensure they align with organizational objectives. I developed a work plan tracker that improved efficiency in capital and operational maintenance, resulting in substantial cost savings through data-driven insights. By collaborating with cross-functional teams, I created resource allocation strategies and stakeholder templates that facilitated improved project execution and forecasting accuracy. My proven ability to lead operational excellence initiatives allows me to utilize advanced analytics tools for performance measurement and continuous improvement.
Overview
16
16
years of professional experience
Work History
Work Planning Forecasting Manager-NIPSCO/OHIO
NiSource
Columbus
01.2023 - Current
- Financial Management: Monitors and manages capital construction and operations budgets, ensuring financial goals are met.
- Operational Planning: Develops and implements work plans and resource allocation strategies to optimize operations.
- Collaboration and Support: Works closely with various departments to anticipate needs, provide technical and financial consultation, and ensure alignment with business objectives.
- Presentations summarizing forecast results for senior management review.
- Work Plan Tracker Development: Developed a System ops work plan tracker for Capital & O&M hours to improve M&R efficiency, planning, and work forecasting.
- Stakeholder Collaboration: Collaborated with stakeholders to develop planning and resource templates for future work plans and scheduling of System Operations.
- Cost Savings: Contributed to $1M savings in System Ops in 2023 through continuous improvement and data-driven insights.
- Dashboards & Analytics: Utilized advanced forecasting tools and software to support data-driven decision-making across multiple operational departments.
- Risk Analysis: Performed ad hoc analyses to identify potential business risks or opportunities related to demand planning.
Senior/Lead Operational Excellence Specialist
NiSource
Columbus
01.2021 - 01.2023
- Operational Excellence Leadership: Lead the implementation of operational excellence programs, including tools, techniques, training, and performance reporting.
- Data-Driven Decision Making: Develop performance dashboards and executive-level presentations to empower stakeholders with data-driven insights.
- Continuous Improvement and Analysis: Monitor, measure, and analyze process performance to identify opportunities for improvement and develop organizational metrics.
- Data Analysis and Reporting: Utilized tools like Excel, Tableau, Cognos, and Power BI to perform cost-benefit analysis and create dashboards for Fusion Calibration Inspection data.
- Process Improvement and Standardization: Developed and implemented QA/QC inspection checklists, process improvement initiatives, and repository storage for Fusion Inspection Checklists across NiSource Footprint.
- Capitalization Audit and Budget Management: Conducted capitalization audit report reviews on job orders to ensure budget alignment between Capital (CAPEX) and Operations and Maintenance (OPEX).
Technical Trainer II
NiSource
Columbus
01.2019 - 01.2021
- Training Development and Delivery: Develops and delivers comprehensive training programs, including on-site training, hands-on practice, and simulations, to provide practical in-field experience for all employees.
- Safety Advocacy: Advocates for and implements safety practices to ensure a secure work environment and contribute to the success of the employee safety program.
- Performance Tracking and Improvement: Established a database to track employee performance, identify areas for improvement, and develop targeted initiatives.
Field Operations Supervisor
National Grid
Malden
01.2017 - 01.2019
- Project Management: Led commercial projects, ensuring adherence to timelines and budgets through thorough assessment, planning, and scheduling.
- Metrics: Analyzed operational metrics to identify areas for improvement, leading to enhanced efficiency across field operations.
- Team Leadership: Provided leadership to 77 employees, managing daily operations, performance, and resource allocation.
- Safety and Compliance: Conducted field assessments to ensure compliance with safety policies and collaborated with stakeholders to respond to emergencies.
- Financial Acumen: Maintained accurate records of field operations activities including time cards, invoices.
Lead Field Technician | Service Technician
NiSource
Columbus
01.2010 - 01.2017
- Technical Expertise: Executed critical tasks like identifying leaks, facilitating repairs, and replacing services or portions of the mains.
- Team Leadership: Provided strategic leadership training and developed team-building activities to enhance morale and foster a collaborative team environment.
- Process Improvement: Analyzed processes to identify areas of improvement and made recommendations to eliminate issues.
Service Technician
NiSource
Columbus
01.2012 - 01.2014
- Customer Service: Proactively informed customers about test procedures and findings while adhering to safety protocols.
- Safety Audits: Actively participated in safety audits and training programs, promoting a safe working environment and adherence to industry standards.
- Client Satisfaction: Accommodated client requests and identified their needs, resulting in high satisfaction ratings.
- Performance Maintenance: Conducted routine inspections and maintenance, ensuring compliance with safety regulations and improving operational efficiency.
Operations Coordinator
NiSource
Columbus
01.2010 - 01.2012
- Database Management: Managed the company database, tracking contractor performance and invoicing to submit the required information for review by the State Utility Commission.
- Process improvement: Established initiatives to improve processes and comply with SOX/State Utility Commission requirements.
- Payroll: Handled payroll for service and plant technicians in various departments; collaborated with management to implement changes and solve payroll discrepancy issues.
Education
Lean Six Sigma-Green Belt -
Purdue University
ITIL Foundations 4 -
Axelos Global
Certified Scrum Master -
Scrum Alliance
Project Management Professional -
Project Management Institute
Master of Business Administration -
Franklin University
Bachelor of Science - Business Management
Franklin University
Skills
- Direct Report Leadership
- Customer Experience
- Contract Negotiation
- On-Site & Remote Training
- Regulatory Compliance
- Strategic Planning
- Change Management
- QA/QC
- Safety & Security
- SOX
- Performance Management
- Employee Evaluations
- Risk Assessment
- Process Improvement
- Repair & Preventive Maintenance
- Operations Mgmt
- Project Mgmt
- Schedule Mgmt
- Facilitator
- Lean Six Sigma Principles
- Agile
- Scrum Framework
- Estimation
- Forecasting
- Quality Management System
- ISO 9000/9001
- Safety Management System
- SMS
- MS Office Suite
- G Suite
- SAP
- MS SharePoint
- DIS
- WMS
- LMS
- Workbrain
- EASI
- Visio
- PeopleSoft
- Power BI
- Oracle
- Maximo
- Jira
- Miro
- ServiceNow
- Tableau
- Financial management
- Operational planning
- Stakeholder collaboration
- Data analysis
- Process improvement
- Risk analysis
- Project management
- Team leadership
- Cost savings
- Compliance auditing
- Performance tracking
- Budget management
- Training development
- Technical consultation
- Resource allocation
- Work plan development
- Continuous improvement
- Safety compliance
- Client communication
- Software proficiency
- Metrics analysis
- Cross-functional coordination
- Predictive analytics
- Financial planning
- Demand forecasting
- Strategic planning
- Business development
- Budget administration
- Dashboard reporting
Professional Skill Set
- Proven ability to implement training programs that strengthen operations and improve field performance.
- Hyper-effective in managing employees and providing training and development activities to all team members.
- Capable of establishing changes to improve organizational culture and create collaborative team environments.
Additional Training Certifications
- PMP Certified #2746606
- Certified Scrum Master #001190503
- OSHA 30 Outreach Training
- Lean Six Sigma Yellow Belt Certified #24127769
- ITIL Foundations Cert #GR671367175WD
- Certified Quality Process Analyst Training
Community Outreach
Meal on Wheels, Volunteer
Leadership Experience
- Direct Report Leadership
- Customer Experience
- Contract Negotiation
- On-Site & Remote Training
- Regulatory Compliance
- Strategic Planning
- Change Management
- QA/QC | Safety & Security | SOX
- Performance Management | Employee Evaluations
- Risk Assessment | Process Improvement
- Repair & Preventive Maintenance
- Operations Management | Project Management | Schedule Management
- Facilitator | Lean Six Sigma Principles | Agile | Scrum Framework | Estimation | Forecasting
- Quality Management System | ISO 9000/9001
- Safety Management System | SMS
- MS Office Suite
- G Suite | SAP
- MS SharePoint
- DIS | WMS | LMS
- Workbrain
- EASI
- Visio
- PeopleSoft
- Power BI
- Oracle
- Maximo
- Jira
- Miro
- ServiceNow
- Tableau
Professional Highlights
- Apollo Project Material Reduction Initiative, Served as Continuous Improvement Lead task with process mapping and building KPIs and dashboards related to Material Data Analysis/Process review on all data related to materials to implement cost-saving strategies across the NiSource Footprint with process owner oversight.
- Data Analysis Development, Developed data analysis through Work-Flow Processes for business initiatives through Microsoft Forms and Microsoft Power-Automation Workflow Integration.
- Recognition, Recognized for outstanding performance and leadership, earning the Gold Award twice while employed with National Grid; selected to manage multiple high-priority projects.
- Project Delivery, Delivered a $2MM casino project under budget and earlier than expected; completed with minimal staff overtime.
- Leadership in Crisis, Served as a leader in winter weather events, championing efforts to mitigate the effect of natural disasters.
Timeline
Work Planning Forecasting Manager-NIPSCO/OHIO
NiSource
01.2023 - Current
Senior/Lead Operational Excellence Specialist
NiSource
01.2021 - 01.2023
Technical Trainer II
NiSource
01.2019 - 01.2021
Field Operations Supervisor
National Grid
01.2017 - 01.2019
Service Technician
NiSource
01.2012 - 01.2014
Lead Field Technician | Service Technician
NiSource
01.2010 - 01.2017
Operations Coordinator
NiSource
01.2010 - 01.2012
Lean Six Sigma-Green Belt -
Purdue University
ITIL Foundations 4 -
Axelos Global
Certified Scrum Master -
Scrum Alliance
Project Management Professional -
Project Management Institute
Master of Business Administration -
Franklin University
Bachelor of Science - Business Management
Franklin University