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Work Background
Intech Mechanical, LLCConstruction Project Coordinator
Mar. 2024Roseville, California, United States
Airco Mechanical, Inc.Construction Project Coordinator
Dec. 2022 - Feb. 2024Sacramento, California, United States• Project coordination of 15+ active large construction jobs in various stages of pre-construction, construction and close out in the plumbing and HVAC trades, supporting 5 project managers, 3 project engineers, as well as the superintendents and foremen • Communicate daily with vendors, subcontractors and the general contractor • Document creation and document management (submittals, RFI, COR, construction plan sets) • Utilize Bluebeam to create and edit documents and slipsheet plans • Use Microsoft Project to create project schedules • Utilize Word and Excel to create correspondence and proposals, and PowerPoint to produce presentations • Enter pending change orders into Viewpoint • Compile and prepare all closeout documentation
Intel CorporationData Analyst
Mar. 2017 - Aug. 2018Folsom, CA• Supported Sales and Marketing Group Access & Entitlements Phoenix program in data analysis, business process documentation, global training and implementation • Work closely with stake holders and SMEs to diagnose data synchronization across systems, developing as-is and to-be models • Data flow and business process modeling using Viso, including the use of swim lanes • Deliver information and process gap feedback to business and IT teams for investigation, escalation and decision making • Execute customer data synchronization across various databases including Salesforce, EOT and AGS • Identify and troubleshoot discrepancies in customer profile and entitlement access across databases • Gatekeeper for Intel’s Resource Design Center; work with sales reps and customers to coordinate and grant access • Sharepoint administrator and escalation point for PC Design Center • Provide Access & Entitlements ServiceCloud support and troubleshooting for internal and external users • Create weekly, monthly, and quarterly reporting on various service metrics and KPIs from Intel databases using advanced Excel (VLOOKUP, pivot tables, charts, graphs, et al.) • Work with team and stakeholders to develop standardized methods to process array of scenarios; UAT testing for MyIntel 2.0 • Meeting facilitation including meeting minutes keeper using OneNote; create meeting collateral using PowerPoint • Execute CMF (Customer Master File) attribution to business account groups for order-to-cash applications
XeroxOperations Quality Assurance Financial Data Analyst
Jan. 2014 - Feb. 2015Rancho Cordova, CA• Using Six Sigma, provided process improvement and statistical data analysis for all unit operations including call center, payment processing, data entry and distribution • Evaluated operations metrics and financial data utilizing advanced Microsoft Excel including the uses of filters, VLOOKUP formulas, etc. and created graphs and charts to include in presentations in Microsoft PowerPoint and Microsoft Word • Prepared daily, monthly and quarterly quality analysis and financial reconciliations monitoring trends, volume, production • Analyzed and improved work processes creating best practices; documented process instructions and trained staff • Integrated and aligned processes making continual improvements of products, processes and systems • Assisted in the development of systematic approaches for assuring high quality services • Analyzed resources, methods, and materials that improved key activities of the organization; conducted audits • Responsible for annual and new hire security and compliance training as well as ad hoc training for new processes • Managed and updated Sharepoint inventory of work process instructions • On-boarded new employees and managed personnel files including compliance documents
LyftRecruiter
Sep. 2012 - Jan. 2013San Francisco Bay AreaRecruited community drivers screening for personality, competency and brand fit. Ad hoc data analysis. Lyft was launched in June of 2012 in San Francisco, and has quickly become one of the fastest growing products in Silicon Valley. Lyft is the latest evolution of p2p transportation, and is built as a mobile-first service. Lyft, along with its signature pink mustache, have quickly gained widespread consumer adoption and public interest with recent features in the The Economist, Time Magazine and Techcrunch.
mFoundryResearch & Data Analyst (Contract)
May. 2012 - Aug. 2012San Francisco Bay AreaSupported the inside sales team researching competitor vendors of mobile banking applications; surveyed all mobile banking apps for both iTunes and Android platforms. Analyzed market data using Excel and Salesforce, including market share, industry market trends, specifically asset and account growth of financial institutions with and without mobile banking. • Provided incisive data analysis of mobile banking market, market trends, and competition, provided vital data metrics to sales and marketing team • Evaluated 1,503 mobile banking applications for all banking and credit union institutions on iTunes and Android platforms. • Collected, compiled, audited, and cleaned data with a high degree of accuracy delivering within strict time deadlines • Using FDIC and NCUA quarterly reports, analyzed asset size, account, and deposit growth for 14,587 financial institutions comparing growth with and without mobile banking • Analyzed data using advanced Excel (VLOOKUP, pivot tables, graphs, charts); created PowerPoint presentations • Managed extensive list of clients and targets in Salesforce database with attention to detail • Used SharePoint for project collaboration, to assign tasks, track deadlines and share documents
Leaders in Investment BankingAttendee
Jan. 2012 - Dec. 2012UC BerkeleyCompleted investment banking intensive covering technical concepts including financial statistics analysis and valuations such as discounted cash flows, public comparables and precedent transaction analysis.
Newton Medical GroupAccounts Receivable
Dec. 2010 - May. 2012•Spearheaded department re-organization increasing revenue and increased productivity by 37% •Developed systematic processes for A/R and collections and documented work process and departmental procedures •Managed and trained staff encouraging excellence and professional growth •Successfully closed past due balances for 800+ accounts for 30 Qualified Medical Examiners in a medical-legal environment •Developed standardized persuasive appeal correspondence citing California Labor Code that substantiated billing •Negotiated settlement of balances with insurance carriers and defense counsel; filed liens with appeals board •Reconciled and posted incoming deposits; prepared closing statements and invoices
Thomas Weisel PartnersConsumer Investment Banking Assistant
Jan. 2006 - Dec. 2007San Francisco Bay Area• Facilitated deal flow liaising with investment banking directors and executives of 300+ consumer companies • Managed extensive Excel database of target companies and researched, compiled and analyzed market data • Proofed and edited PowerPoint material and produced deal books • Processed and tracked thorough expense reports and reimbursements • Coordinated schedules and arranged and booked detailed travel itineraries for multi-city road shows; planned closing dinners
California Medical Legal AssociatesQME Relationship Manager
Jun. 2005 - Mar. 2017San Francisco Bay Area• Relationship manager for 800+ accounts maintained over 8+ years representing the needs of QMEs with adroit diplomacy • Negotiate settlement with attorneys and insurance adjusters; compose persuasive appeals correspondence • Accounts receivable, target collections and close balances; file lien documentation with adjudication board • Prepare and disseminate Qualified Medical Evaluation reports and legal documentation • Coordinate business projects, prioritize action items and complete tasks with efficiency • Manage extensive database using Excel ensuring changes are handled with care and efficacy
First Republic BankExecutive Assistant to Chief Operating Officer
Jan. 2004 - Dec. 2006San Francisco Bay Area• Facilitated management of day-to-day and long term operations including finance, marketing, relationship management, facilities, compliance, legal, loan operations, investor relations, private banking, and wealth management • Interfaced and coordinated for COO, executive staff and their families, board members, senior management, and private clients • Managed heavy calendaring of business and personal affairs using Outlook; managed extensive contact database • Composed correspondence on behalf of COO • Produced corporate events and personnel training retreats negotiating vendor contracts for catering, transportation & lodging • Coordinated domestic and international travel for COO and the use of corporate jet for staff, clients and board members • Assisted in Board of Directors meetings; facilitated production of board materials
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