Erica Long Email & Phone Number

San Luis Obispo, Ca, Us

San Luis Obispo, California, United States

Senate Bill 1 & Project Change Request Coordinator (Financial Programming)Coordinator for District 5’s (D5) Senate Bill 1 (SB 1) program and Project Change Request (PCR) process for programmed State Highway Operation and Protection Program (SHOPP), State Transportation Improvement Program (STIP), and SB 1 projects.Analyze project delivery schedules, milestones, database information, information from Project Managers (PMs) and other units to determine appropriate programming action needed to meet SB 1 policies, guidelines, and delivery commitments. This includes analyzing, reviewing, coordinating, completing and submitting timely and accurate programming documents such as PCRs, project amendments, allocation requests, or any other SB 1 program documents. Review Project Initiation Documents (PIDs) and Project Reports to ensure accuracy. Prepare agendas, reports and other documents for meetings. Review and analyze project information on a regular basis to prepare and compile reports for Regional Transportation Planning Agency (RTPAs) on current SB 1 projects and PIDs. Utilize, update and maintain databases and tools to manage program, project and cost information. Facilitate PCR’s by assisting PMs with preparation, review for accuracy and consistency relating to programming information from databases. Coordinate PCR review and concurrence with Headquarters Project Delivery Coordinator, and D5 management. Submit PCRs monthly in PCR Database and track through the PCR Committee Meeting process, review Committee outcomes, and coordinate with stakeholders to resolve pending issues. Evaluate CTC Meeting agendas for accuracy and prepare meeting summary for D5 Executive Management. Prepare, coordinate and submit project Baseline Agreements and Quarterly Progress Reports in collaboration with PMs and local agencies per SB 1 Guidelines. Administer, evaluate, review and monitor transportation programs and projects.Ensure D5 SB 1 projects are promoted.

Initiate, review, analyze, advise and prepare project documents and correspondence on behalf of PM’s in regards to issues, and processes related to cost, scope, and schedule. Evaluate, develop, monitor, analyze, and maintain accurate project data and information in multiple databases and systems.Analyzed projects financial status and structure including expenditures against the allocated or programmed budget in relation to the funding source (STIP, SHOPP, Bond, ATP, CMAQ and SB 1 guidelines).Drafted and completed amendments, allocation and/or funds requests, Project Change Requests (PCR) and change budget allocations according to the appropriate funding guidelines.Utilized multiple databases and systems including the accounting system and various other project databases.Monitored CTC meetings and outcomes requested and verified phases were opened and closed on time.Scheduled project tasks and milestones using Open Workbench, requested resources from functional units, entered the resources into PRSM to determine workplan estimates and added escalation for the Project Initiation Report.Collaborated in weekly meetings with two assigned PMs to communicate the progress and status of all projects and make suggestions on next steps forward.Continued to support the new Project Control team providing guidance, resolving questions or issues and offering assistance to them on accounting or funding questions to help my former group succeed.Coordinated in-person and Webex meetings between Project Management, other functional units, and agencies; writing agendas, taking meeting notes, documenting action items and distributing them to the team.Served as liaison for PMs at Status of Projects, Design meetings, run Project Management meetings when they are unavailable and report at Project Closeout meetings on their behalf.

San Luis Obispo, California Area

Responsible for analyzing and correcting the financial structure including expenditures, costs and programming for all D5 projects. Worked collaboratively with Project Management, Maintenance Operations, Advance Planning etc. to ensure the proper spending. Worked closely with the Financial Manager to analyze projects with complex funding to ensure appropriate set up, find solutions and make corrections as needed.Managed budgets and financial coding in AMS Advantage utilizing cross-database analysis, pivot tables, and a working knowledge of GAP, departmental and federal programs to ensure projects are spending properly.Reviewed and implemented new policies and guidelines effectively and efficiently with other groups including District staff, Central Region and Headquarters’ staffProcessed documents such as Allocations/Fund Requests for all types of programs, and Program or Project Change Requests, funding amendments, budget adjustments, and requests for federal funding or reimbursement.Represented D5 and Project Control at the FHWA Workshop and Lean6Sigma/Value Analysis Team to map the Statewide Project Closeout Process for upper management to improve and implement a more effective process to reduce inactive federal funds tied up on projects, while decreasing the time to final voucher projects.Met with PMs and Financial Manager to interpret cooperative agreements to accurately set up phases, calculate percentage ratios and request reimbursement authority when appropriate.Researched and compiled data into comprehensive reports by special request for the PM, District staff, Central Region staff or Headquarters Management.Monitored and oversaw workload by multi-tasking and adapting to changes in priorities to ensure deadlines are met by the Project Control team.Trained new employees on databases, accounting system, project management, and Project Control Group policies and procedures to ensure they have the skills to be successful members of the team.

Sacramento, California

Performed in-depth root-cause, gap, and trend analyses of hiring and retention data for the Tax, Accounting, and Collection Divisions. Performed HR analytics, metrics, forecasting, tracking, and reporting with expertise in resource planning and strategies. Analyze and evaluate the strategic effectiveness of recruitment and training programs. Planned and coordinated statewide recruiting events. Created and maintained the training curriculum for the Tax Branch.Analyzed and forecasted retirement and retention trends for key positions within Tax Branch operations and made recruitment/retention planning proposals and recommendations.Maintained and supported the application database of over 1,300 applicants to fill entry level vacancies, as well as multiple databases of statewide educational community business partners.Managed budget costs for the annual Tax Branch Management Institute.Planned and coordinated 50+ state-wide strategic recruitment events.Developed knowledge transfer, training, and transition strategies for retiring employees, retention of professionals, and recruiting of entry positions.Identified core competencies that are required for each Tax Branch program area, and create new and update existing online exams for departmental classificationsPrepared reports and updates on Tax Branch’s workforce planning effort for EDD’s Workforce Planning Steering Committee and Initiative Teams.Created and maintained audit, accounting and compliance classification marketing materials.

Sacramento, California Area

Provided advisory services to individuals and small businesses regarding tax laws, rules and regulations, employment tax enforcement, status and wage provisions in accordance with the California Unemployment Insurance Code (CUIC). Acted as first contact for collections and payment arrangements. Team Lead for the implementation of new tax processing software. Scope was focused on comprehensive scrub of all confidential data using Accurint, LexisNexis and State government databases to ensure data accuracy prior to system conversion. Wrote business requirements for EDD collections, as well as test conditions for the data conversion of the new system. Participated in User Acceptance Testing prior to Go-Live. “Train the Trainer” contact upon deployment.Managed a caseload of 75+ employer tax accounts with up to 1.7 million dollars in tax liability.Performed field calls to conduct personalized consultations to help bring employers into compliance and to enforce the provisions of the CUIC.Analyzed employer tax accounts to determine source of tax liability/communicated with employers to resolve delinquent accounts. Advised/educated businesses on reporting/payment requirements, and specific payroll tax account issues.

Sacramento, California Area

B.S., Business Administration, Finance

Activities and Societies: Delta Sigma Pi, Professional Business Fraternity 2006 - Present

Education record