David Szeto Email and Phone Number
David Szeto is a Financial Analysis Senior Advisor at Southern California Edison (SCE) at Azusa Pacific University. Colleagues describe them as "I worked with David at SCE on our SharePoint migration projects. We received tremendous and unparalleled support as a client partner. He consistently supported us in our discussions with Business clients, demonstrating great faith in our execution strategy. His feedback and guidance helped us sail smoothly through our project execution. I would gladly work with David again if given the opportunity." and "I'm grateful for the opportunity to endorse David and feel privileged to have collaborated with him on several SCE initiatives. David is not only insightful and analytical, but also an excellent speaker and very approachable. Due to his exceptional leadership, we completed all projects on time and with few consultations. David cultivates solid relationships with everyone he works with, is solutions-focused, and hardworking, therefore I strongly suggest him for any role."
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Adjunct ProfessorAzusa Pacific University Aug 2022 - PresentAzusa, CaAzusa Pacific University’s School of Business and Management prepares students with the skills and integrity needed to do business well in today’s world. Our experienced faculty integrate faith and character throughout each program, equipping students to make a difference and transform how business works.• Teach a variety of undergraduate business courses (Survey of Economics, Business Statistics, Managing Diverse Teams & Groups, etc) to 6-20 working professionals• Deliver lectures,… Show more Azusa Pacific University’s School of Business and Management prepares students with the skills and integrity needed to do business well in today’s world. Our experienced faculty integrate faith and character throughout each program, equipping students to make a difference and transform how business works.• Teach a variety of undergraduate business courses (Survey of Economics, Business Statistics, Managing Diverse Teams & Groups, etc) to 6-20 working professionals• Deliver lectures, create assignments and exams to facilitate and evaluate learning, provide timely feedback to assess student performance, and identify and recommend opportunities for improvement• Design a newly approved business statistics course by creating all course content in alignment with the goals and objectives of the business department and university Show less -
Financial Analysis Senior AdvisorSouthern California Edison (Sce) Aug 2022 - Sep 2024Rosemead, CaOperational Finance is the bridge between operations and finance, supporting SCE's operating units with financial planning (budget, long-term, and outlook), business decision analysis & support (business case development and strategic analysis of discrete opportunities & events), and financial risk management (FRM) project reviews & governance.Operational Finance also provides the overall view of capital and O&M performance for SCE's General Rate Case and is currently… Show more Operational Finance is the bridge between operations and finance, supporting SCE's operating units with financial planning (budget, long-term, and outlook), business decision analysis & support (business case development and strategic analysis of discrete opportunities & events), and financial risk management (FRM) project reviews & governance.Operational Finance also provides the overall view of capital and O&M performance for SCE's General Rate Case and is currently implementing an integrated planning technology solution (COBRA) for budgeting.• Lead and manage a team of staff who perform financial analyses of short-term and long-term business proposals from SCE’s Generation department, including annual and long-term budgeting, and SCE’s General Rate Case• Partner with Generation leadership to support strategic planning, financial forecasting, and business decision analysis to prepare for Finance Risk Management (FRM) and governance activities• Collaborate with various SCE departments to plan and execute cross-functional initiatives related to process improvements for the annual budgeting process, monthly cost tracking, and risk identification and management• Present the overall view of capital and O&M performance to senior leadership and executives for incorporation into departmental operating plans and the 2025 GRC• Convert detailed scope and cost data into accurate work papers and backup documentation for presentation to the CPUC, interveners, and customers, and to prepare for future audits Show less -
Project Controls Cost AdvisorSouthern California Edison (Sce) Jul 2019 - Aug 2022Pomona, CaSouthern California Edison's Customer Interconnections & Methods of Service (CIMOS) group resides in the Transmission & Distribution department. CIMOS is responsible for developing detailed cost estimates for capital projects that are funded by large commercial developers of retail load and wholesale generation.Previous CIMOS projects have included large solar and wind farms, a new professional football stadium, a major expansion of a theme park, and a high-speed rail… Show more Southern California Edison's Customer Interconnections & Methods of Service (CIMOS) group resides in the Transmission & Distribution department. CIMOS is responsible for developing detailed cost estimates for capital projects that are funded by large commercial developers of retail load and wholesale generation.Previous CIMOS projects have included large solar and wind farms, a new professional football stadium, a major expansion of a theme park, and a high-speed rail project.• Led and managed cost estimating efforts for large SCE construction projects to interconnect wholesale generation and commercial load projects• Collaborated with subject matter experts from departments such as transmission, substation, subtransmission, telecom, power system controls, environmental, real properties, and licensing to gather project scope and cost• Aggregated costs provided by subject matter experts and generate cost summaries for cluster studies with well-defined scope as well as methods of service studies with highly customized and emerging scope• Prepared presentation materials for senior leadership review and approval for internal governance bodies such as SCE’s Finance Risk Management (FRM) executive committee and SCE management/executives• Converted detailed scope and cost data into accurate work papers for presentation to customers and for back-up documentation for future audits• Identified opportunities for process improvement and develop strategies to maximize productivity and improve the transparency of the cost estimating process• Led all training activities for CIMOS by providing an overview of the group’s roles and responsibilities for other SCE departments and creating extensive training materials to assist with new hires and cross-training Show less -
Information Technology Project ManagerSouthern California Edison (Sce) Jun 2017 - Jun 2019Rosemead, CaSouthern California Edison's Solution Delivery group resides in the Information Technology department and is responsible for managing the delivery of technology projects.• Managed the scope, schedule, and budget of technology projects that improve work efficiency and effectiveness• Managed the delivery of technology solutions through ensuring the successful completion of all project milestones• Oversaw and led the project team, which is comprised of business clients, technical… Show more Southern California Edison's Solution Delivery group resides in the Information Technology department and is responsible for managing the delivery of technology projects.• Managed the scope, schedule, and budget of technology projects that improve work efficiency and effectiveness• Managed the delivery of technology solutions through ensuring the successful completion of all project milestones• Oversaw and led the project team, which is comprised of business clients, technical partners, procurement, and multiple vendors• The Enterprise Onboarding Project was a $4.6M initiative to address SCE’s biggest painpoint by improving the efficiency, transparency, & accountability of all groups involved with the recruiting, onboarding, & provisioning process for new & transfer employees so that they are able to contribute fully on their first day• The Lotus Notes Migration was a $5.6M program with multiple workstreams, requiring collaboration with multiple vendors and organizational units to execute the collection, analysis, conversion, migration, & deletion of email archives, applications, and distribution lists in compliance with retention requirements & business user needs• The Legal Sharepoint Upgrade was a $4.9M project designed to improve the stability, performance, & functionality of the Claims Information Management System (CIMS), which manages all of SCE’s customer loss claims Show less -
Senior Business AnalystSouthern California Edison (Sce) Feb 2016 - Jul 2017Irwindale & Rosemead, CaSouthern California Edison's Business Integration & Delivery (BID) division resides in the Information Technology department, partnering with various business units and managed service providers to collaborate, design, and execute technology solutions.• Represented BID Enterprise as the primary point of contact for financial reporting/forecasting & IT Governance, including the creation of a 5 year budget outlook for the 2018 Operating Plan• Led BID Enterprise's new & in-flight… Show more Southern California Edison's Business Integration & Delivery (BID) division resides in the Information Technology department, partnering with various business units and managed service providers to collaborate, design, and execute technology solutions.• Represented BID Enterprise as the primary point of contact for financial reporting/forecasting & IT Governance, including the creation of a 5 year budget outlook for the 2018 Operating Plan• Led BID Enterprise's new & in-flight projects through the gate lifecycle• Managed current demand, work progress, & upcoming tasks for the BID Finance portfolio• Supported the assessment, execution, launch, and handoff of new products, programs, and pilots• Collaborated with internal resources & 3rd party providers to understand, evaluate, analyze, translate, and document needs and priorities for incorporation into business plans, objectives, & initiatives in accordance with regulatory & compliance requirements• Evaluated existing and emerging technology solutions in SAP, PowerPlan, and other software to identify gaps and opportunities to improve efficiency and effectiveness Show less -
Project Cost EngineerSouthern California Edison (Sce) Mar 2015 - Feb 2016Brea, CaSouthern California Edison's Major Projects Organization (MPO) serves as the central hub and management control center for SCE's largest projects. MPO collaborates with planning, engineering, construction, operations, maintenance, environmental, and regulatory groups to work toward the successful completion of projects to deliver safe and affordable electricity to its customers throughout Southern California.• First Senior Project Analyst in the history of the organization selected by… Show more Southern California Edison's Major Projects Organization (MPO) serves as the central hub and management control center for SCE's largest projects. MPO collaborates with planning, engineering, construction, operations, maintenance, environmental, and regulatory groups to work toward the successful completion of projects to deliver safe and affordable electricity to its customers throughout Southern California.• First Senior Project Analyst in the history of the organization selected by MPO Senior Management for 2 Development Opportunities in MPO Project Controls (Finance) from March 2015 - July 2015 & December 2015 - February 2016• Collaborated with MPO Senior Management to determine appropriate methodologies for improving the accuracy, transparency, and reproducibility of commodity pricing, project cost reporting, and budgeting• Performed extensive data analysis, budget reconciliation, and cost forecasting to identify projects and/or specific project components that are likely to be over-budget or under-budget at completion• Completed cost impact analyses and project risk analyses to determine effects of scope and/or schedule changes• Partnered with MPO Project Managers to create annual and 5 year budgets with cost spreading for incorporation into SCE's Capital Expenditure Plan and Long Term Plan• Led multiple analytics projects designed to improve the efficiency, accountability, and reproducibility of business processes for MPO Programs’ Cost Engineering Group• Collected, analyzed, and summarized cost and labor data from SAP for all commodities and capital projects managed by MPO Programs for incorporation into the 2016 Budget, Operating Plan, and future GRC testimony• Managed costs for MPO’s Licensing & Development portfolio of 18 major projects with a total budget of $1.27B Show less -
Senior Project AnalystSouthern California Edison (Sce) Dec 2013 - Feb 2016Brea, Ca• Partnered with the MPO Project Manager to perform scope, cost, and schedule management for the San Joaquin Cross Valley Loop (SJXVL) Project and the Coolwater Lugo Transmission Project (CWLTP)• SJXVL represents a $150M effort to build the infrastructure necessary to improve system reliability and deliver additional power to Tulare County, one of the fastest growing regions in California• CWLTP represents a $600M effort to install the system upgrades necessary to interconnect and… Show more • Partnered with the MPO Project Manager to perform scope, cost, and schedule management for the San Joaquin Cross Valley Loop (SJXVL) Project and the Coolwater Lugo Transmission Project (CWLTP)• SJXVL represents a $150M effort to build the infrastructure necessary to improve system reliability and deliver additional power to Tulare County, one of the fastest growing regions in California• CWLTP represents a $600M effort to install the system upgrades necessary to interconnect and deliver energy from renewable sources (solar) in compliance with federal and state regulations• Served as the primary point of contact for all changes and risks that affect the scope of work, budget and finances, and/or completion schedule of the projects• Managed and oversaw the projects' change control, risk register, and document management requirements• Collaborated with all stakeholders and project teams to identify potential roadblocks and discuss the feasibility of appropriate mitigation measures• Served as the project teams' primary point of contact for cross-functional collaboration with Transmission, Substation, Scheduling, Cost Management, Engineering, Environmental, Real Properties, & Public Affairs• Provided scheduled and ad hoc presentations/status updates to senior management for feedback and approval• Transitioned to a new hybrid role of Senior Project Analyst & Project Cost Engineer, starting in August 2015 Show less -
Business AnalystSouthern California Edison (Sce) Aug 2011 - Nov 2013Rosemead, CaHighlights-rebuilt the process & methodology for cost estimating to improve accuracy, transparency, & consistency-created scope, cost, & forecasting perspective for all projects included in the 2015 General Rate Case, Long-Term Plan, & Capital BudgetsDescriptionAs part of the Business Planning & Financial Management (BPFM) group within Southern California Edison's Transmission & Distribution Business Unit (TDBU), I was an integral member of the team responsible… Show more Highlights-rebuilt the process & methodology for cost estimating to improve accuracy, transparency, & consistency-created scope, cost, & forecasting perspective for all projects included in the 2015 General Rate Case, Long-Term Plan, & Capital BudgetsDescriptionAs part of the Business Planning & Financial Management (BPFM) group within Southern California Edison's Transmission & Distribution Business Unit (TDBU), I was an integral member of the team responsible for the creation, development, and implementation of the Scope & Cost Management Tool (SCMT). The SCMT was a hugely collaborative effort to increase inter-group and intra-group transparency and accuracy of cost estimates, providing a central platform for all groups to document scope & cost assumptions, as well as track project changes. The SCMT is currently being used to estimate the cost for each project included in the 2015 General Rate Case (GRC), Long-Term Plan, & Capital Budget.My specific role included extensive data research, analysis and implementation for the SCMT's Oracle Database, pulling massive data sets of material costs, work orders, and purchase orders, as well as analyzing past projects to recommend and implement accurate labor assumptions and overhead rates. I also served as the SCMT team's primary point of contact for the Real Properties, Environmental, and Telecom groups' project estimates, incorporating their estimates into the SCMT via collaboration with those groups. At the project level, I provided daily support to the Project Controls Project Managers, assisting with cost spreading and aggregation, cost estimating and forecasting, recorded costs tracking, overhead rate implementation, and tool functionality issues. Show less -
Business AnalystAol Jan 2011 - Aug 2011Beverly Hills, CaHighlights-partnered with a sales & account management team to develop & implement strategies to optimize performance for clients' online advertising campaigns-balanced the dual business goals of driving revenue & maximizing profit margins, while monitoring the delivery of the budgeted amount of impressions, clicks, or actionsDescriptionAOL's mission is to inform, entertain, and connect the world. With more than 80 premium-branded and niche-content sites, AOL… Show more Highlights-partnered with a sales & account management team to develop & implement strategies to optimize performance for clients' online advertising campaigns-balanced the dual business goals of driving revenue & maximizing profit margins, while monitoring the delivery of the budgeted amount of impressions, clicks, or actionsDescriptionAOL's mission is to inform, entertain, and connect the world. With more than 80 premium-branded and niche-content sites, AOL provides more than 250 million visitors around the world with access to the best collection of journalists, artists and musicians on the web. The company is focused on building the highest quality content for consumers and the best products and services for its advertising and publishing partners. AOL operates the largest domestic advertising network, measured by reach.Business Analysts attempt to drive revenue and maximize profits by optimizing performance and managing the delivery of AOL's online advertising campaigns. I determine pricing strategies and forecast the feasibility of new business projects for the short-term as well as the long-term. Show less -
EconomistRobert D. Niehaus, Inc. Jun 2009 - Dec 2010Santa Barbara, CaRobert D. Niehaus, Inc. is an economic consulting firm that specializes in housing market analyses for the U.S. Department of Defense. Assessing the social costs and benefits of Federal actions has long been recognized as an appropriate management application of economic analysis. Federal agencies require systematic analysis of alternatives (including continuing the status quo) in order to determine if government action is warranted.RDN's other areas of expertise include applied… Show more Robert D. Niehaus, Inc. is an economic consulting firm that specializes in housing market analyses for the U.S. Department of Defense. Assessing the social costs and benefits of Federal actions has long been recognized as an appropriate management application of economic analysis. Federal agencies require systematic analysis of alternatives (including continuing the status quo) in order to determine if government action is warranted.RDN's other areas of expertise include applied analysis of water resources, environmental resources, industry economics, and community socioeconomic issues.As an Economist, I completed over 25 housing market analyses and reports, mostly for the United States Marine Corps. Business trips included a site visit to Mountain View, CA for the Army as well as site visits to Yuma, AZ, Rucker, AL, and Quantico, VA for the Marine Corps. Show less
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Compliance InternFirst Allied Securities Jun 2008 - Aug 2008San Diego, CaFirst Allied Securities is a full-service independent broker/dealer within the financial services industry, providing cutting-edge technology, innovative products, and superior service to almost 1,000 financial advisors throughout the United States. First Allied Securities is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).As a Compliance Intern, I assisted with various projects for registration, branch auditors… Show more First Allied Securities is a full-service independent broker/dealer within the financial services industry, providing cutting-edge technology, innovative products, and superior service to almost 1,000 financial advisors throughout the United States. First Allied Securities is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).As a Compliance Intern, I assisted with various projects for registration, branch auditors, and investment advisory analysts. One of the main projects I worked on was the SEC Ticket Charge Audit, where I teamed with investment advisory analysts to examine and evaluate the business practices of financial advisors for their compliance with SEC regulations. Show less -
Associate Tennis ProSan Diego Tennis Racquet Club Jun 2006 - Aug 2006San Diego, CaThe San Diego Tennis & Racquet Club is one of the largest private recreational clubs in Southern California, spread over 10 acres of property and offering 23 tennis courts, a 25-meter swimming pool, racquetball, handball, basketball, volleyball, table tennis, jogging, weight training, bridge, massage, and social events.Home of the Angel Lopez Tennis Academy, private and group tennis lessons are offered year-round. In addition to these lessons, the Angel Lopez Tennis Academy offers… Show more The San Diego Tennis & Racquet Club is one of the largest private recreational clubs in Southern California, spread over 10 acres of property and offering 23 tennis courts, a 25-meter swimming pool, racquetball, handball, basketball, volleyball, table tennis, jogging, weight training, bridge, massage, and social events.Home of the Angel Lopez Tennis Academy, private and group tennis lessons are offered year-round. In addition to these lessons, the Angel Lopez Tennis Academy offers summer tennis camps for children of all ages and skill levels every year. I was a summer tennis coach in 2005 and 2006, teaching basics and fundamentals to novice tennis players, mostly 4-9 years old, as well as directing practice sessions and drills for accomplished tennis players, mostly 10-18 years old. Show less -
Chemistry Lab AssistantDesigner Molecules Jun 2006 - Aug 2006San Diego, CaDesigner Molecules, Inc. specializes in the creation of new molecules for adhesive material construction. Utilizing new monomer and functional oligomer products for specialty chemical applications has provided customers with a unique value add and resulted in over 40 patents pending, several of which have been granted. These patents cover a broad range of applications that assist formulators in solving difficult problems while providing their companies with clear market differentiation… Show more Designer Molecules, Inc. specializes in the creation of new molecules for adhesive material construction. Utilizing new monomer and functional oligomer products for specialty chemical applications has provided customers with a unique value add and resulted in over 40 patents pending, several of which have been granted. These patents cover a broad range of applications that assist formulators in solving difficult problems while providing their companies with clear market differentiation advantages.As a Chemistry Lab Assistant, I performed experiments on new molecules, testing their functionality as well as their physical properties, documenting the results for later review. Show less
David Szeto Education Details
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Gpa: 4.0 -
Project Management Certificate -
Mathematics, Economics, Finance -
Completed All First Year General Education Coursework & Transferred To Claremont Mckenna College
Frequently Asked Questions about David Szeto
What company does David Szeto work for?
David Szeto works for Azusa Pacific University
What is David Szeto's role at the current company?
David Szeto's current role is Financial Analysis Senior Advisor at Southern California Edison (SCE).
What schools did David Szeto attend?
David Szeto attended Azusa Pacific University, California Institute Of Technology, Claremont Mckenna College, Harvey Mudd College.
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David Szeto
San Jose, Ca4netscape.net, yahoo.com, sbcglobal.net, gmail.com2 +140862XXXXX
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David Szeto
San Francisco Bay Area2gmail.com, baesystems.com -
5litera.com, gmail.com, wolfram.com, wolfram.com, recordedfuture.com
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David Szeto
Associate Pricing Manager At Linkedin | Economics, Business Strategy, Monetization Operations, Deal ManagementSan Francisco, Ca2walmartlabs.com, linkedin.com
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