Work History

Work History
2005 - Present

Field Services Controller

Siemens - TurboCare, Inc.

Summary of Controller's duties: To direct the financial affairs for three operations, prepare financial statements and analyses, maintain the company's system of accounts, and keep books and records on all company transactions and assets. Managing, compensating, communicating performance and directing a staff of 5.

Responsibilities include:

  • Establishing major economic objectives and policies for the corporation, and oversee the enforcement of these objectives and policies.
  • Preparation of internal and external reports in compliance with generally accepted accounting principles.
  • Responsible for tax compliance with all federal, state, and local corporate, payrolls, and other applicable taxes.
  • Furnish, revise, and update internal reports, and provide external reports when necessary.
  • Annually evaluate and suggest insurance coverage for protection against property losses and potential liabilities.
  • Work closely with other department heads on accounting and budgetary matters.
  • Ensure that all QA related procedures related to Finance are adhered to.
  • Initiate controls and actions necessary to assure the quality and safety of all Company assets.

  • Promote investments by the Company in all those activities which are intended to improve product quality and safety and enhance the value of the company.
  • Play an integral part in the Cost of Quality program.

  • Ensure that all compliance related initiatives/policies are adhered to.

  • Initiate and follow-up on any observed system non-conformance and suggest corrective action.

  • Participate in contract reviews as required.

Summary of Project Coordination Management duties: Hiring, training, managing, compensating, communicating performance and directing a staff of 8 project coordinators. The main objective of this group is to assist our field personnel with onsite jobs around the world.

Responsibilities include:

  • Set policies/procedures/templates for use in updating internal and external customers on job progression. Including but not limited to:
    • Cost (internal); price (external)
    • Time keeping
    • Purchasing
    • Schedule updates and changes
    • Change Authorizations
    • Forecasting
    • Invoicing (Time and Material)
    • Travel Related issues
  • Assign coordinators to facilitate each project based on the job, their particular skills, and workload.

  • Work with contract labor providers to facilitate procurement of specialized labor and services.

  • Work within corporate (manufacturing) ERP system to implement workarounds to fit our (service) business processes into the system; minimizing its inherent limitations.

The projects we are involved in are worldwide. I have to be aware of local customs, laws and requirements that affect these projects; as well as interfacing with the International Managers of TurboCare/Siemens.

Jan 2013 - Present

Manager Projects Group

Siemens - TurboCare, Inc.

Summary: Hiring, training, managing, compensating, communicating performance and directing a staff of 8 project coordinators. The main objective of this group is to assist our field personnel with onsite jobs around the world. Additionally, the projects group is responsible for order management on large multi-facility jobs.

Responsibilities include:

  • Set policies/procedures/templates for use in updating internal and external customers on job progression. Including but not limited to:
    • Cost (internal); price (external)
    • Time keeping
    • Purchasing
    • Schedule updates and changes
    • Change Authorizations
    • Forecasting
    • Invoicing (Time and Material in addition to firm price)
    • Travel Related issues
  • Assign coordinators to facilitate each project based on the job, their particular skills, and workload.

  • Work with contract labor providers to facilitate procurement of specialized labor and services.

  • Work with intercompany facilities providing parts/repairs as well as outside suppliers, to ensure the overall project schedule is maintained.

  • Work within corporate (manufacturing) ERP system to implement workarounds to fit our (service) business processes into the system; minimizing its inherent limitations.

The projects we are involved in are worldwide. I have to be aware of local customs, laws and requirements that affect these projects; as well as interfacing with the International Managers of TurboCare/Siemens.

May 1987 - 2005

Finance Manager/Office Manager

TurboCare, Inc.

Responsibilities include:

  • Overseeing the financial operations of the Perris, CA. and Jacksonville, FL. Offices.
  • The Perris, CA. office duties include: review and final signoff on monthly financial statements, preparation of annual budgets, asset planning and appropriation review, preparing property tax returns, and job cost monitoring.
  • Managed local California staff consisting of 1 Office Manager, 1 Accounting Assistant, and 1 receptionist/administrative assistant.
  • For the Jacksonville facility my responsibilities include: supervision of all financial and administrative personnel. Staff includes three individuals, one dedicated to administration and two to finance. Specific duties included: Job cost tracking, project coordination supervision, Financial Statement preparation, Annual Budget preparation, asset planning /appropriations / fixed asset management, property tax preparation, journal entry preparation and approval, local HR responsibility for 20-30 individuals, payroll supervision and office management responsibility.
Jul 1989 - May 1987

Financial Analyst

TurboCare, Inc.

Responsibilities included:

  • Job cost tracking; Accounts Payable and Receivable supervision; Journal Entry preparation; Annual Budget preparation; Financial Statement preparation; asset planning/appropriations/fixed asset management; inventory control; property tax returns; sales tax returns.
  • Supervised staff of 2

Education

Education
2001 - 2005

Bachelor of Science

University of Phoenix

Graduated with Honors 3.90 GPA

Objective

Dynamic professional seeking the opportunity to be part of an organization that is constantly striving for improvement; that will utilize and challenge my skills; and add measurable value to my employer's bottom line.

Summary

  • Diverse background in project management/finance/project coordination/process improvement/team management/team building
  • Proven team leader as well as individual contributor
  • Adept at working within a nationwide matrix organization
  • Solid organization skills and a robust process improvement track record
  • Skilled in problem solving, deductive reasoning and detailed organization of facts and prose
  • Proficient in a variety of business computer programs
  • I do not shy away from change, or difficult assignments

Interest

My interests include:

Healthy living - distance running - keeping in shape in the gym and out of doors - gardening - travel - gourmet cooking, fine dining and wines.

Chairperson Ocean Grove Architectural Review Committee

Since its inception in 2006 I've lead the committee responsible for reviewing any changes to the 251 unit condominium property. We set standards for improvements such as underlayment for flooring, windows, doors, etc., as well as any structural change to the buildings or property. This is a five person committee.

Skills

Skills

Team Leading/Training

I have extensive training and practical experience in leading teams. I currently lead a team of 8 project coordinators that assist with administrative project management at jobsites around the world.   In 1992 I participated in a 9 month Train the Trainer program. I was one of a group of 8 employees that attended First Class Service the Training System for Continuous Quality Improvement; and became a certified trainer (Certified by Resource Engineering, Inc.). I learned the fundamentals of team leading and facilitation; use of total quality improvement tools (data collection and analysis methods); and effective training techniques.   After completion of the course we brought the program back to our Manchester, CT manufacturing facility and completed in-house training for all employees.  

Microsoft Excel

I use Excel extensively on a daily basis. I create and maintain spreadsheets and workbooks; creating complex formats, charts and pivot tables, as needed to achieve the desired results.