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Work Background
Pacific Gas and Electric CompanyProgram Manager Expert
May. 2023San Francisco Bay Area• Lead the Project Improvement and Program Enhancement (PIPE) Initiative to improve work management efficiency and execution by eliminating waste within documented processes. Facilitator of the Value Stream Mapping (VSM) and Suppliers, Inputs, Process, Outputs, and Customers (SIPOC) waste elimination workshops. Training provided to over 120 participants in creating visual tools used to document and analyze business processes. This has led to savings opportunities of just over $40 million in 2024.
• Facilitate the PG&E Safety Excellence Management System (PSEMS) program to manage audit findings, work with Element Owners to identify maturity and risk rankings. Identify opportunities for improvements to reduce safety risks. • Failure Modes and Effects Analysis (FMEA) service to identify potential failures and prevent possible failures by calculating the extent of risks in a process.
• Assist team with the design and development of new solutions to document a detailed system requirements specification for the defined service. Design business case, business requirement specifications, with related TIPs, and Responsible, Accountable, Consulted, and Informed (RACI) documents. Project manage projects to ensure objectives are documented and objectives are met. • Develop data models to track metrics for process measurement, business operations or in risk assessment areas. Identify, analyze and improve on existing business processes within a department to meet new goals and objectives. Presents findings and makes recommendations to management or others within organization. Continuously evaluate internal processes to reduce redundant or low value-added work and centralize transactional work.
Pacific Gas and Electric CompanyGas Operations Compliance Specialist - Expert
Oct. 2020 - May. 2023San Francisco Bay AreaSupports team with data research to identify preventative measures and other insights to reduce company exposure to non-compliances or other potential company violations. Design data models for internal and external reporting.
-Lead project to gain efficiency in the Reporting Process. Process gain lead to an 50% improvement in resource.
-Develops data models to track metrics for process measurement, business operations / risk assessment areas.
-Maintains and develops dashboards and scorecards using Tableau, Excel, Access, SharePoint, and SAP.
-Ensures timely and accurate completion of daily, weekly, and monthly reporting deliverables.
-Identifies, analyzes, and improves existing business processes to meet departments goals and objectives.
-Presents finding and makes recommendations to management and employees within organization.
-Evaluates internal processes to reduce redundant or low value-add work. -Provides analytical and technical expertise to support data requests, regulatory proceedings, and litigation.
Pacific Gas and Electric CompanyDistribution Operations Analyst - Senior
Oct. 2019 - Oct. 2020San Francisco Bay AreaSupports leak cancellation desk with data research, analytics, and reporting related to leak cancellations. -Lead a project to gain efficiency within the Leak Survey LOB. Lead to insight gains and Improvements to the Leak Survey Process. -Develops data models to track metrics for process measurement, business operations or in risk assessment Areas. -Analyzes monthly partner costs and provides root causes, explanations, and takes corrective actions for significant monthly variances.
Pacific Gas and Electric CompanySenior IT Planning Analyst
Mar. 2017 - Oct. 2019San Francisco Bay AreaManaged $72M budget, working with cross functional teams to support senior management with strategic planning, and solving complex problems. Build rate case with Program Teams to gain approval from Regulatory entities. -Gained Lean Six Sigma Green Built by developing a new Forecast Model with an $450K expense savings in 2017.
-Budget / Demand Alignment. Facilitate partner preparations in the planning process by defining schedules and preparing required documents. Help coordinate monthly forecast process. Worked with cross functional teams to create the Forecast tool to support senior management with strategic planning, decision making, and to solve complex problems. -Liaison with Business Finance partner to maintain and report key departmental metrics in areas of Budgeting, Planning and Forecasting. Proactively monitor departmental costs and coordinate the corrections of cost accounting errors. This exercise has Security with a $450K expense savings in 2017. Work with team to develop 2018 budget. -Integrated Planning Process. Liaison with operational partners throughout the integrated planning process. Provide governance, insightful analysis, and status updates throughout various rate cases, S-1 or S-2 planning stages and the 5-year strategic plan. Partner with Regulatory Affairs to develop the testimony, rate case work papers and financial baselines. -Operations / Procurement. Analyze partner cash flows and provide forecast to upper management to ensure targets are met based on established schedules. Meet with partners to review costs, discuss variances for possible root causes, explanations and corrective actions for significant monthly variances. -Work with management team to establish protocols with vendors regarding invoicing, estimates and forecasts. Identify, and evaluate key processes for opportunities in effectiveness, control, and efficiency. Order and vendor management.
Pacific Gas and Electric CompanyBusiness Finance Analyst, Senior
Jun. 2014 - Mar. 2017San Francisco Bay Area-Oversee the development, implementation and adherence to financial governance policies and tools.
-Manage the PG&E cost model for the Line of Business (LOB) to ensure reporting is systematically supported for our partners, including plans for direct improvement initiatives, and effectively communicate results to leadership.
-Strategic Planning and Analysis: Liaison with operational partners throughout the integrated planning process. Provide governance, insightful analysis, and status updates throughout various planning stages. Develop dynamic models that help to support planning and forecasting.
-Budget Planning and Forecasting: Facilitate partner preparations for the planning process by defining schedules and preparing required documents. Help coordinate monthly forecast process. Ensure alignment with regulatory filings.
-Operational Performance Analyses: Analyze partner costs on a monthly basis and provide root causes, explanations and corrective actions for significant monthly variances. Meet with partners (directors and managers) to review costs, discuss variances, confirm external charges to partner orders or Provider Cost Centers (PCCs), and review significant standard cost “rate” variances.
-Departmental Performance Metrics: Develop, maintain and report key departmental metrics in areas of Budgeting, Planning and Forecasting. Monitoring, Controlling, and Accounting: Proactively monitor costs and coordinate the corrections of cost accounting errors. Review partner cost monitoring systems to ensure that adequate controls are in place to uncover and correct erroneous charges.
-Process Optimization: Identify, and evaluate key processes for opportunities in effectiveness, control, and efficiency, and recommend and implement improvements.
Pacific Gas and Electric CompanySenior Process Improvement Analyst
May. 2013 - Jun. 2014San Francisco Bay Area-Lead and facilitate the Fleet Optimization initiative through the Lean Six Sigma process. 2014 financial savings of $1.5 million. Includes process mapping, data model creation, and a financial savings model.
-Support the Distribution Operations Crew Size Optimization initiative with a financial savings of $73 million as of September 2013. Exceeds 2013 targets by $23 million.
-Support the Over Time/Double Time Optimization initiative with a financial savings of $9 million as of September 2013.
-Scope business improvements via analysis of gaps based on benchmarking data, electric operations scorecards, process framework and execution gaps.
-Quantify financial and operational terms the potential benefit of improvement projects to drive efficiency and productivity into potential financial savings. -Develop tracking and reporting tools to monitor process improvement projects driving efficiency and productivity gains.
-Perform statistical and graphical analysis on data sets to uncover correlations and trends to provide the basis for improvement actions.
-Data aggregation of various data sources combining Relational Database and outside sources.
Pacific Gas and Electric CompanySenior Gas Analyst
Aug. 2012 - May. 2013-Identify key sources of information in support of Q&I activities.
-Data mining activities to provide data to support improvement efforts.
-Data collection: construct checklists, spreadsheets, and databases to aid the Q&I teams in data collection and improvement activities.
-Analysis: analyze information to validate that issues are systemic and need further attention. Use trending to help predict the trajectory of issues.
-Reporting: construct graphs, charts, and slides to convey information. Construct monthly reports as required. -Manage the CAP relational database to extract information to be used in metrics and reporting.
-Assist in the design and development of new databases to meet the future data needs of the Q&I group.
-Identify and recommend enhancements for the CAP ECTS database.
-Perform User Acceptance Testing (UAT) for CAP database bug fixes and database enhancements.
-Participate on improvement teams and may manage projects or initiatives.
-Interface with IT to solve problems and create solutions.
-Keep current on the latest technologies and data analysis methods and recommend novel approaches to the team.
-Participate in the CAP Help Desk to assist users with the CAP database and to collect information about the CAP system.
Pacific Gas and Electric CompanySenior Business Analyst
Jul. 2009 - Aug. 2012San Francisco Bay Area-Forecast Model created to measure energy savings performance, with trends, historical patterns.
-Support all levels of leadership and serve as the subject matter expert for clients on the Forecast Model and current tools. -Project management roles to execute work plans, resource planning, and identify areas of accountability for assigned teams. -Data aggregation of various data sources combining Relational Database and outside sources.
-Work with senior management to meet or exceed end-of-year goals and accomplishments.
-Lean Six Sigma support of 8 Green Belts and 1 Black Belt Project.
-Presentation and training documentation provided to staff regarding the Active Application Stage Tracking tool.
-Many Quality Assurance measures put in place to ensure value-add to projects and for improvements.
-Review and support of existing policies and procedures as required using research, audit, and analysis of detailed data.
-Business requirements developed with metrics specific to key milestones for Customized Projects. -Advanced Excel, Access, and database experience (including SQL, complex scripts, and macros).
-Lean Six Course work and problems solving skills. Quality controls developed to ensure data quality.
-Design and lead analysis of the Estimated Total Lead Time Technology Architecture. This design solves complex issues of forecasting current year goals as well as the ability of forecasting targets by cycle times. -Products and cost-effective system solutions implemented for IDSM to improve communications of active projects and sales leads across multiple channels. Designed and developed complex data systems to combine information from many different sources to produce weekly project management reports. These systems have improved metrics with increased cycle-time performance of over 20%.
Tech RP at PG&ESenior Business Analyst
Jun. 2008 - Jun. 2009San Francisco Bay Area-Lean Six Sigma Energy Efficiency Optimization Project. Design / Develop an Inter-Active Database Repository Model for Management to Track, Analyze or Control the 1 Billion Dollar Energy Efficiency Portfolio. Financial Reporting and Complex Data Systems and Analysis performed across multiple departments.
-Consult with clients to lead, develop, implement, and integrate the Under-Utilized Measures Project Model for robust energy savings and incentives throughout IDSM. -Energy Efficiency Product Potential and Process Improvement Project. Data Manipulation, Cleansing, and Statistical Data Requests.
-Energy Efficiency NRR Process Improvement Model Documentation, Education Materials, and Access Database Project.
-Energy Efficiency Large Integrated Audits and Potential Savings Project. MS Access Macros, Forms, Tables, and Queries.
-1.6 Million Per Year of Productivity Savings of Work not Performed in Analysis, and Reporting for PG&E Staff.
-Quality Control and Assurance Specifications Embedded within Process Macros and Reports. -Business Area Analysis and Systems Development Lifecycle Documents Prepared.
-Advanced Excel Reports Designed utilizing Pivot Tables / Macros / Arrays / Formula Calculations.
-Third Party Data Capture Interim Application Solution / Quality Control Testing.
-Worked with cross functional teams to create the IDSM Portfolio Optimization Tool to support senior management with strategic planning, decision making, and to solve complex problems across multiple departments.
-Lead analysis for any regulatory data request from the Portfolio Optimization Tool Model. Work with Leadership to identify areas of improvement for regulatory filing data, pipeline and portfolio optimization, forecasting and product mix.
US Advisors, LLCSystems Analyst
Oct. 2006 - May. 2008Napa, CA-Increase in Client-Broker Confidence and Relationships. Limited, if no, Reporting Delays with an increase in Response Times. -Lead and worked with Cross-functional teams to implement the Customer Tracking Process Improvement project. System developed to help in solving complex data issues impacting sales and customer data. -Design / Developed / Implemented a new Central Repository Solution for U.S. Advisors. Includes, Data Modeling, MS Access Forms Driven Menus w/Visual Basic, Macros, Automated Calculations. Identify, Diagnose and Resolve Client Issues.
-Data Migration via Operational up through Accounting Processes Designed and Implemented. Q.C. Measures Implemented.
-Manage Day-to-Day Projects ensuring Timelines, and Due Dates are met. Sales and Financial Analysis and Strategic support.
-Developed training and educational materials for users to successfully use the Customer 1031 Exchange data and tracking tool built in Access.
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