SUMMARY:

Executive professional with significant years of experience managing business relations, developing reporting, conducting analyses, and executing special projects for senior executives/management. Served as primary point of contact and liaison between management, sales teams, personnel, clients and vendors. Excellent written and oral communication skills and problem resolution abilities. An energetic team player proactively supporting business analyst teams routinely on various analytic reports and other assignments. Results driven that all expectations are met in a timely and professional manner.

COMPUTER SKILLS:

CRM, SAP, Attachmate, Encost, Lotus Notes, Microsoft Word, Excel, PowerPoint, Access, Outlook, PeopleSoft G/L & A/P, OrgPlus, Visio, SnagIt, Skype, Design Manager, SPIDA and SharePoint

PROFESSIONAL EXPERIENCE:

Confidential

Joint Pole Administrator

Responsibilities:

• Oversee the day - to-day operations of the JPA application process
• Formulate, analyze, and presents reports for the project Manager.
• Assisted, guided, and advised on all client matters when requested
• Ensured completion and accountability of applications needing to be filed to the JPA for pole attachment
• Responsible for client satisfaction
• Maintained effective working relationships and fostered teamwork amongst interested parties

Confidential, Chino, CA

Joint Pole Clerk

Responsibilities:

• Process and analyze joint pole authorizations using SAP.
• Verify accounting as required in joint pole manual guide, assuring accuracy of joint pole authorizations.
• Communicate, track and monitor documents and forms associated with joint pole authorization.
• Coordinate and perform general administrative duties in collaboration with other joint pole department.
• Negotiate, research and analyze effectively all discrepancies with joint pole members when needed.

Confidential, Westminster, CA

Account Program/Project Analyst

Responsibilities:

• Provided support and analysis request to Account Managers in the Commercial and Industrial Division pertaining to billing/credit issues, business outages, new meter applications, and any general customer account concerns with an overall emphasis on customer needs and satisfaction.
• Supported Account Manager in New Construction Services (90 accounts) for 12 months.
• Assisted Homebuilder Contractors with new meter application process. Followed up to ensure applications were received and processed in a timely manner.
• Provided and support to new analyst responsible for New Construction Services. Ensured a seamless transition to customer support.
• Consistently worked as a team member with other Commercial and Industrial AM’s serving as back up support.
• Provided Commercial & Industrial Field Manager reports pertaining to Energy Efficiency Programs and goal status for bi-weekly meetings for their Account Manager’s.
• Utilized Attachmate and CSS programs to assist customers with account inquiries, such as payment status, miscellaneous transfers, mailing address updates, turn on/offs, late payment charges, new meter application, extension request and trouble orders.
• Performed account analysis for customer historical billing and usage data.
• Mass email to customers from Account Manager’s module regarding Demand Response Events process. Goal was to assist customer with any questions or concerns regarding their account.
• Assisted with customer correspondence to find ways to lower electric usage, requested rate analyses or recommended utilization of energy saving tools via sce.com.
• Submitted Demand Response contract applications to designated department on behalf of customers.
• Coordinated and prepared a Bi-Weekly Report to management on challenges or successes from the Account Management Team for Vice President’s review.
• Attended and participated monthly Directors and Field Management meetings to report on key issues or action items that were discussed.
• This helped to streamline open items from previous meetings or introduce new ideas to agenda.
• Assisted Account Management Support Team by preparing documents required for the Maritime Entity Rate application for eligible customers. Worked in conjunction with other departments to ensure that the necessary documents were accurate and readily available for customer’s eligibility savings.
• Lead Safety Coordinator for hub ensuring company policies are observed for a safe working environment. Collaborated with other safety members to influence successful annual drop and cover drills.

Confidential, Rosemead, CA

Account Program/Project Analyst

Responsibilities:

• Seven-month Temporary Work Assignment (TWA). Voluntary reassignment to learn about Energy Efficiency Programs and contribute towards meeting SCE’s EE and California Solar Initiative (CSI) goals.
• Interfaced with external customers, key internal partners such as Net Metering, and contractors. Resolved customer issues and inquiries pertaining to SCE’s application of the CSI program and referrals to other rebate programs offered by SCE.
• Processed SAP and CRM reports to create daily statistical reports on pending customer application rebates; analyzed checks processed and uploaded processed data using Microsoft Access.
• Generated Encost Reports to ensure applicants historical usage met criteria for rebate program. Verification critical to avoid cancellation of application at a later date if customer did not qualify for program.
• Prepared daily analysis and reported information critical for measuring departmental production metrics.
• Created ad-hoc reports with a high degree of accuracy and timelines due to time sensitive reporting of prior days performance, including safety, quality of process, delivery time of payments, and inventory to be reviewed to determine production goals were accomplished.
• Reviewed and updated CRM database on solar projects selected/not selected for inspections by generating daily statistical analysis. This provided reports to track goal metrics.
• Processed California Solar Initiative applications verifying all application requirements were met in accordance with the CSI Handbook.
• Actively participated in small project teams and recommended solutions to identify and implement opportunities for improvement in CSI incentive processing. Suggested to streamline help desk and processing hours in order to maintain a balance in production.
• Prepared and populated daily Excel folders with data for processors to begin extracting and confirming customer applications using Powerclerk. Ensured files were available and no down time occurred for processors.

Confidential, Irwindale, CA

Senior Administrative Assistant

Responsibilities:

• Provided administrative assistance to senior management and Director within the Business Customer Division, calendaring appointments daily, scheduling, planning and coordinating meetings and video conferencing with multiple managers.
• Demonstrated a high degree of integrity in handling confidential information on behalf of senior management.
• Exceptional in managing multiple job requests, consistently ensuring a thorough understanding of task and required deadline per assignment was met.
• Processed purchase orders and invoices complying with corporate timelines. Interface routinely with IT personnel, facility technicians, and other internal customers on behalf of staff members requiring service.
• Submitted, processed, new hire staffing requisitions and tracking expenses; in addition, ordered software, hardware, and office supplies utilizing SAP.
• Proficient in MS Excel creating and maintaining spreadsheets for software upgrades, hardware inventory, supply expenditures and staff expense reporting.
• Managed, and processed all new hire documentation, network/communication and followed protocol to facility access and clearance requirements.

Confidential, Los Angeles

Executive Assistant/Office Manager

Responsibilities:

• Provided Executive-level administrative support to Managing Directors and staff members from the Fixed Income, Equity, and Commercial Mortgage Banking operations.
• Managed administrative and organizational functions to Managing Directors, and Vice Presidents, including: scheduling/coordinating meetings video conference, calendar, domestic and international travel arrangements, coordination of expense report processing and credit card account management/reconciliation.
• Successful negotiation skills with office vendors by saving company an annual cost of $6,000.
• Planned and facilitated all on-site meetings/conferences for executives. Events included annual Road-Show Seminars, monthly Product Presentations, and weekly Customer Marketing Meetings.
• Liaison between the Los Angeles office and New York Corporate departments, Network department, Telecommunications, Market Data, Human Resources, Facilities, Accounts Payable & Accounts Receivables.
• Maintained and troubleshooting user issues, saving IT technician’s allocated time and outsourcing expense.
• Took charge of retention and destruction of office files on a regular basis saving storage fee cost for company, annual savings of up to $10,000.
• Trained entire San Francisco/Los Angeles Branch administrators in new PeopleSoft Journal Entry and Office
• Supply Database Systems, and Employee Attendance Database. Saved the company outsourcing cost.
• Provided ongoing maintenance of software applications to San Francisco and New York administrators.
• Processed all new hire documents which included establishing or renewing brokerage licensing’s.
• Developed and implemented a Disaster Recovery and Business Continuity Plan for office.
• Relocated an entire Branch Office from Downtown, Los Angeles to West Los Angeles and San Francisco within 30 days resulting in no downtime to the workforce.
• Coordinate for Fixed Income trader broker’s license.