Provide detailed EVMS and financial analysis of contract execution to Program Management and Engineering Partners.
Create and maintain accurate forecasting for cost and scheduling of over $90 million in development programs.
Provide thorough walkthroughs of contract vitals and financial artifacts to DCMA/DCAA.
Collaborate with Program Management to summarize potential risks and opportunities within the program to mitigate issues and capture potential efficiencies.
Create EAC Progress Payment Requests based on actuals incurred throughout quarterly period in order to improve cash position of our function.
EVMS Certified.
Regularly leading Program Management Meetings in order to provide status on contract performance, areas of improvement, and collect feedback on program wide issues.
Develop accurate quarterly reporting metrics to provide to sector on program performance.
Workplace Planning Consultant
Fidelity Investments
Merrimack, NH
09.2023 - 09.2024
Delivered personalized financial planning to a variety of participants with any level of assets.
Positioned investment portfolios and recommendations based on unique considerations of participants financial plans.
Held appropriate licensure and maintained strict compliance standards with state and federal law.
Leveraged projection and planning tools along with historical performance data to roadmap long term financial goals.
Coordinated with other business units for cohesive client facing interactions by using multi-department communication.
Director of Financial Stewardship
Chick-fil-A Copley Square
Boston
09.2021 - 08.2023
Interviewed over 700 potential candidates in the city of Boston - hired and onboarded 137 including management and leadership.
Developed leaders' skills and analytical background through 6Sigma process to create standard of improvement.
Initially projected for $5.2 million in sales, forecasted and led the location to surpass $10 million in sales.
Budgeted effectively to increased total Operating Profit by an average of 9.62% between 2022 and the beginning of 2023.
Mitigated restaurant food losses from an average of $18,000 per month during initial 6 months of inception, to $6000 per month during the holiday season and Q1 2023 through waste tracking systems and inventory systems.
Director of Nighttime Operations
Chick-fil-A Somerset Plaza
06.2013 - 08.2021
Increased Productivity of team members from an average of 67$ per team member per hour, to an average of $84 using labor scheduling techniques and tracking relevant business metrics.
Led the development of 7 new members of Leadership and Management during nighttime in the initial 3 months.
Increased Overall Satisfaction measured by Chick-fil-A's Customer Experience Monitor (direct survey feedback) from 55% on average in Winter 2020 to an average of 84% during the first 5 months of 2021.
Reduced food waste and losses by an average of $9,000 per month from March 2020 to June 2021.
Education
MBA - Finance
University of Southern New Hampshire
Nashua, NH
09.2024
Bachelor's Degree - Exercise Physiology and Nutrition
UMASS Lowell
Lowell, Massachusetts
05.2019
Skills
Bilingual - Spanish
Microsoft Office and Excel
Financial Cost Report Assessment and Analytics
Data Analysis through Power BI/Tableau
Leadership Development
Hyperion/IRIS/Deltek COBRA
Earned Value Management Process
Forecasting and Budgeting
Certification
Series 7/66 Licenses for Financial Planning
Data Analytics in Revenue Analysis and Business Performance
Customers, Suppliers, and Supply Chain Management
Microsoft Power BI
Microsoft Excel (Pivot Tables and Dashboards)
Power Query and Power Pivot
Languages
Spanish
Professional Working
Timeline
Program Cost Controls Analyst II
BAE Systems
09.2024 - Current
Workplace Planning Consultant
Fidelity Investments
09.2023 - 09.2024
Director of Financial Stewardship
Chick-fil-A Copley Square
09.2021 - 08.2023
Director of Nighttime Operations
Chick-fil-A Somerset Plaza
06.2013 - 08.2021
Bachelor's Degree - Exercise Physiology and Nutrition