Senior-Level expertise in Credit, Finance and IT as well as Non-Profits and Public Sector project management.Dynamic, detail oriented multi-tasker with excellent communications skills and a "Can Do" attitude. Knowledge of Microsoft Word, Outlook, Access, Excel, Visio, Expressions, Power Point, Publisher, Crystal Reports, QuickBooks, Adobe Photoshop, Dreamweaver and Illustrator. Over 10 years Tech Writing experience (DoD, Financial Services and IT user and operations manuals). Extensive writing, editing, print and e-media publishing, newsletter production, print/web design and social media experience.
The Travis R. Roy Sudden Cardiac Arrest Fund (CA based non-profit) – Founder/President 01/06 – Present
Founded a non-profit organization (The Travis Fund www.thetravisfund.org ) after losing youngest son Travis to Sudden Cardiac Arrest (SCA) in 2005.
Fund raising to place Automated External Defibrillators (AED’s) in schools.
Advocate for the placement of AED’s in all schools and to make CPR a graduation requirement.
Web and social media experience using SEO to maximize awareness and fundraising efforts.
Responsible for the placement of 121 AED’s and have had one save so far
Budgeting, marketing, public relations, grant writing, newsletters, social media, web site design/maintenance, fund raising/special events, grant proposal writing, media relations, advocacy and public speaking.
Responsible for Special District Administration of 15 cities in Southern California.
Daily interaction with property owners, and senior level staff of client cities.
Produced Annual Property Tax Levy; Levy Reconciliation; Applied, Annual and CDIAC Reports; Annual Continuing Disclosures; Quarterly Financial Reports; Cost Recovery Analysis; Engineer’s Reports (sets levy rate for year); Delinquency Management and Bond Calls.
Extensive use of MS Excel (databases, Look-Up, Pivot Tables, Array Formulas), Word and Outlook as well as data base analysis and reporting via Crystal reports.
First Advantage CREDCO(credit reporting) Senior Financial Analyst/IT Business Analyst 11/98 – 12/08
Senior Financial Analyst :
Developed and maintained large databases and provided statistical metrics via data mining as well as financial analysis and reporting on historic, trended and current business data to senior management.
Monthly reporting covered data mining thousands of credit transactions and auditing against contracted pricing levels per department/division.
Successfully engaged in multiple initiatives simultaneously while monitoring and reporting on thousands of credit data transaction expenses from all three credit bureaus.
Responsible for Credit Data Accounts Payable ( $5.5 million per month).
Extensive use of PC, Local Area Network and Web based technologies and applications.
Primary programs used were MS Outlook, Word, Power Point, Visio and Excel (Pivot Tables, Macros, Charts, Graphs, multi-linked worksheets, etc), data down loads from multiple sources in multiple formats into MS Access Databases then into Excel for reporting purposes.
IT Business Analyst – As an Analyst in the IT department for first six years – maintained financial metrics, as well as contractor, payroll and budgetary performance reporting for an IT Department of over 135 employees and contractors with a budget in excess of $20 million. This included:
Monthly General Ledger Analysis – hardware/software, payroll and all other departmental expenses.
FTE and Consultant Analysis – ongoing monitoring of FTE and Consultant activity and expense impact. Required maintaining several Excel worksheets, org charts, monthly payroll analysis, monthly consultant expense analysis, and detailed consultant trends for IT projects. Required a good working relationship with IT managers to stay current with each department’s staffing activity.
Annual Focal Point Review (raises) and Quarterly IT Bonus process – Coordinated with Human Resources, IT management and Accounting for 135 IT employees and contractors implementing and administering compensation policies and programs.
Tracked IT maintenance agreements. Costs exceeded $2,000,000 annually. Required coordination with IT management, purchasing, and accounting departments. Provided management with the information needed to determine if software and hardware was under maintenance and provided a heads up when a renewal decision is pending. Used as a tool to project future maintenance costs.
Processed Consultant and Maintenance invoices – included invoices from consultants from multiple locations and countries as well as LAN software/hardware maintenance contracts.
De Luz Community Services District(local community services – part-time) President/Board Member 11/96 – 01/05
Served eight years as a publicly elected official.
President of the Board and Chairman of the Engineering Committee for the De Luz Community Services District with a staff of five full-time employees http://www.deluzcsd.org/
Leadership responsibilities: public interaction, project management, dealing with state and federal agencies, strategic and demand planning and federal grant applications research, policy & procedure development.
Operational policy development.
Analysis of engineering studies and drawings for public works projects (road construction/ rehabilitation).
Budgeting to meet the unique challenges and opportunities of the District including the management of a $2.5 million annual budget for roads, police and environmental services to the community.
ADVANTA Mortgage Corp.(multi-state lender) – Business Systems Analyst & Sr. Technical Writer 1/88 – 11/98
Utilized PC, Local Area Network and AS/400 based applications to provide cost effective systems analysis, and programming design solutions for business user needs.
Programmed legal documents using VMP software (Mortgages, Deeds and Notes and Riders) for all 50 states.
Performed functional, regression and stress load QA testing on new/updated programs.
In conjunction with support staff, managed a project load of between 70 to 100 projects per month.
Technical writing experience included creation and maintenance of internal communications including an extensive system of user and operations manuals, as well as hundreds of forms and legal documents.
Additional responsibilities included the production and maintenance of a forms catalog, Human Resources support materials, a corporate newsletter and a variety of sales, training and marketing support pieces.
University of California San Diego – Marketing Communications Certification
San Diego State University – Teaching Credential
San Diego State University – Bachelor of Arts Degree in Industrial Arts (Photography/Graphic Arts)
Riverside County Emergency Medical Care Committee – Volunteer, appointed by County Supervisor.
American Heart Association – CPR Certified.
American Heart Association – Community Strategies Council
The Travis Fundwww.thetravisfund.org – Founder and Volunteer for non-profit promoting CPR training and raising funds to place Automated External Defibrillators (AED’s) in schools and public facilities.