Reported to VP FP&A. Led a team of 2 financial analysts to provide budgeting/forecasting, long-range planning, and commercial support for $1.5B franchise organization; supported 10 business lines and 6 Brand Presidents.Team Responsibilities include:- Strategic Planning - Assessed Franchisee P&Ls for long-term viability of business lines in company portfolio- Forecasting and Program Management - Redesigned processes to establish FP&A leadership and improve business ownership of financials; introduced KPIs, regular touchpoints with Brand Presidents, and guided discussion to identify business opportunities and risks- Leadership - Developed team talent with regular coaching, mentoring, and Fortune 500 FP&A best practices- Commercial Analysis - Provided strong analytic support for fee structure change at largest franchise brand

Job Role: Provided financial consolidation, financial target setting, and strategic analysis for $5B manufacturing business at enterprise level- Strategic Planning - Partnered with VP FP&A and Head of Strategy to design new long range planning process to drive a 5% EBIT gain and 1.5% market share improvement; developed new financial models and reporting templates to elevate conversations between Business Unit Leadership and C Suite. - Program Management - Executed long range planning by developing 3 statement consolidation model, business unit income statement models, and collaborated across FP&A teams to ensure alignment - Financial Modeling and Cross Functional Partnership - Led headcount planning initiative to reduce corporate expenseTools: SAP GL, Essbase, Dodeca

Supply Chain Finance Business Partner: strategic finance, operational finance, and analytics - Promoted and assigned direct reports- International experience (Mexico, India, Korea)

Supply Chain Finance Business Partner: Provided strategic partnership and financial analysis to support $1.5B of annual procurement spend - Forecasting - Managed monthly forecast on supplier purchasing and compliance; created dashboards for improved insights and reporting; partnered cross-functionally with finance, product management, factory operations, and engineering- Leadership and Commercial Analysis - Created multiple business cases to identify cost savings opportunities and business risks in the supply chain; acted as program manager for initiatives approved by executive leadership team i. cost mitigation projects ii. new product launch supply chain forecast risk iii. supplier capacity constraint gap analysis iv. operational excellence v. supply chain resiliency and supplier forecasting- Analytics - Partnered with BI team to develop state of the art Qlik dashboard to bring visibility around supplier forecasting; used to justify $1MM of consulting expense to revitalize Sales & Operations Planning (S&OP) and Factory Material Planning- Decision Support - Developed financial models, scenario analysis, and analytics to support supplier contract negotiations; decision support has yielded an average of $2-5MM EBIT annuallySoftware: SAP, Qlik

Job Role: Provided full P&L forecasting, budgeting, strategic planning, and capital planning for $800MM Railcar Leasing divisionForecasting: - Partnered with Portfolio Management, Capital Markets, Structured Finance and Accounting to model 150,000 railcar assets (lease rates and renewal terms across 20 car types), railcar sales, railcar purchases, and railcar securitization- Prepared quarterly reporting to executive leadership team for earnings call preparation - Performed scenario analysis on the budget in response to Covid 19; identified opportunities to mitigate risk - Program Management - Managed FP&A software migration to Oracle EPM cloud; implemented system changes for improved data archiving and forecast visibility; streamlined FP&A reporting by 150 FTE hours/year - Business Analytics - Created multiple dashboards to improve visibility of leasing division, including cash collections/default customers and lease fleet attributes.- Process Improvement - Created process checklists for monthly and quarterly financial reporting, leading to increased productivity on the FP&A team and improved reporting accuracy- Experience in capital planning, strategic analysis, variance analysis, and quarterly conference call financial reporting- Software: Essbase, Oracle EPM Cloud, Tableau, SQL, BI

Managed pricing administration and pricing strategy (revenue management) of branded and private label products- Created financial models to automate pricing analysis- Partnered with Procurement Finance and Sales Organization to improve pricing and margins on PFR (purchased for resale) product lines- Worked as assistant project manager on pricing software implementationSoftware: Price f(x)

*In 2014, Oxy spun off its California oil and gas properties. I continued my job with the new company, California Resources Corporation.Job Role: Well Site Manager / Workover and Completions SpecialistSupervised field operations of 6 rig crews including planning, scheduling, budget analysis, cost tracking, resource allocation, capital deployment, and documentation- Led execution of 400+ successful well intervention programs; $1.2M OPEX and CAPEX spend per month- Analyzed daily operations work to optimize artificial lift and downhole equipment designs, maximize cost savings, increase production and reduce downtime; contributed $150k per month to the bottom line- Organized a process improvement campaign that identified 36 opportunities for improved field safety and presented recommendations to management- Improved job success and field performance through root cause analysis, risk management, onsite supervision, financial analysis, and cross functional teamwork with engineering staff and management- Developed and delivered presentations for an in-house company training on artificial lift best practices. The module contained best practices for ESP and rod pump surveillance.- Experience in well maintenance, workover, and rigless operations: pump failures, parted rods, corod failures, tubing leaks, wellhead repair, fishing operations, stuck tubing, bullhead acid jobs, backside acid jobs, perforating, TCPs, oriented perforating, casing integrity tests, fluid pumping, cement squeezes, sand control, frac stimulations, abandonments, wireline operations (slickline, braided line, and e line), coil tubing, foam cleanouts, BOPS, SAPTs, location assessment, and emergency response

Job Role: Project EngineerManaged a high visibility company-wide software deployment of automation software (SCADA) to 10,000 oil wells across the state of California; served as the primary advocate for operations; ensured that the new software met the customized needs of field staff - Conducted a pilot study of the new automation software and hosted multiple presentations to management across the company to gain support and buy-in for the project - Prioritized 100+ critical issues based on analysis of user needs, business needs and input from senior management- Directed a team of 4 developers in product testing, gap analysis, new product development, and software migration- Led biweekly meetings with operations to discuss project concerns, expectations, and strategic planning- Collaborated with operations to build performance and production reports to identify underlying business issues, improve business profitability, and report on KPI metrics- Reviewed developer code, including SQL queries,to ensure data quality management and accurate data analytics- Delivered knowledge sharing seminars for engineers on how to query high quality data and set up basic data analytics in new database- Successfully mapped 15+ data integrations on each of the company’s 8 automation servers- Developed training materials for the 200+ users of the new automation software including 50 five minutes training videos, multiple training classes, and a website in sharepoint- Created a 100-page in-house administrator support guide for automation team- Proficient in SQL, query writing, and database management

Job Role: Field RotationCompleted an in-house training program with the goal of exposing new production engineers to field operations. The training program comprised of:A) Multiple field visits to on-going critical workover and maintenance operations including fishing operations, perforating, cementing, acid jobs, sand control, frac jobs, coil tubing, tubing leaks, pump failures, parted rods, wellhead repair, and wireline operations B) Vendor shop tours to improve knowledge of downhole toolsC) Self-study of in-house company training materialsD) One-on-training with experienced workover and completion specialists to gain knowledge of company procedures and best practices

Job Role: Artificial Lift Specialist / Well AnalystResponsible for surveillance and operation of 450+ oil wells at the Elk Hills Oil Field- Collaborated with field personnel and engineers to troubleshoot well anomalies, well alarms, and equipment shutdowns- Performed monthly well reviews to pinpoint optimization opportunities for equipment including SPM changes, stroke length changes, well run time and downhole design modifications- Adjusted controller setpoints based on changing well conditions for optimal equipment operation- Generated work orders to address all producing well issues including: well failures, location issues, controller issues, facility issues, and surface issues - Completed Theta Oilfield Services Rod Pumping Optimization Course

Optimized a critical frac fluid additive for improved well performance and CAPEX savings. Managed company relationship with new 3rd party contractor. Collaborated with 3rd party contractor to design a lab experiment. Worked with operations personnel and company engineers to obtain quality field samples for lab testing.Coordinated with in house legal team to approve a new 3rd party vendor including non-disclosure agreementsGained an understanding of new well completions for gas wells in South Texas

Determined the total production impact and money at stake of on-going hydrate issues at oilfields under CO2 injectionEvaluated the effectiveness of the current hydrate remediation methods at the companyDeveloped an action tree and playbook for operations staff to troubleshoot hydrate issues in producing well flowlines based on well conditions, available resources at the field, and impact to production Gained a basic understanding of oilfield operations from the wellhead to the stock tank