Fabiola Ortiz Email & Phone Number

Orinda, Ca, Us

Fairfield, California, United States

• Oversee day to day operations for the Energy Savings Assistance Program for the Bay Area and Central Valley• Design and implement business strategies, plans and procedures to expand Divisions• Identify market opportunities and create resources to pursue them.• Set comprehensive goals and lead employees for high performance and growth• Establish policies that promote company culture and vision• Oversee daily operations and the work of the Division management staff• Control costs and increase profits by tactical growth of assets and proper staffing • Evaluate performance by analyzing and interpreting data and metrics• Manage relationships with partners/vendors

San Ramon, Ca 94582

As Operations Manager responsible for overseeing the administration and subcontractors for the Energy Savings Assistance Program in the Bay Area. Adept at ensuring compliance with utility regulations and quality standards for home energy installations while meeting Key Performance Indicators (KPIs). Instrumental in launching the CA TECH Electrification program, emphasizing Low-Income outreach and implementation in Disadvantaged Communities. Proven track record of managing internal company-wide operations, ensuring compliance, optimizing human resources, driving business development, and implementing process improvements.

Greater San Diego Area

Present organizational goals and services to county officials, foster parents and foster agencies throughout San Diego and Riverside Counties. Manage volunteer recruitment and sponsorships for annual Tri City Medical Center Carlsbad Marathon participation as an official charity. Manage financial responsibilities and compliances. Actively worked with donors and launched yearly fundraisers. Review and approve all applicants to program.

East Bay Of San Francisco

Owner of the first California Pinot’s Palette located in Danville where guests sign up online to attend a two-hour or three-hour painting class where they are instructed by a local, trained artist on how to recreate the featured painting. Pinot’s Palette provides art supplies, plates and wine glasses and guests are encouraged to bring their own wine and snacks. The artwork is tested for all skill levels, as well as the ability to create their own paintings to respond to guests’ changing taste in artwork and local trends in their respective communities. My goal is to make art accessible to people without an art background. Danville opened in Spring 2013.

Facilitated achievement of financial goals by creating financial tracking tools and providing guidance/recommendations. Performed forecasting of expenses, sub-account cost tracking, procurement and tax returns/compliance; researched/documented/managed business modeling data. Results: Saved millions of dollars for organizationsDesigned various budget reporting spreadsheets and presentations in order to advise senior executives, including CEO, officers and departmental managers on monthly project expenditures. Created a $60 M annual operating plan that contributed to business growth. Results: Recognized and awarded for creating various tracking tools to help manage the company expenditures and forecasts. Oversaw budget program management and A/P duties for a new R&D digital imaging venture. Created the Annual Operating Plans and researched, documented and managed data for business modeling of company. Briefed CEO, Officers and Departmental Managers on month-end, qua*rter-end and year-end financial variances for each project.Assisted Managers in forecasting expenses for various projects in order to achieve their financial goals.Performed monthly, quarterly and yearly Property Tax, Use and Sales Tax Returns.Established sub-account cost tracking for better definition of project specific phases of expense.Managed/ audited all procurement purchases by Buyers and employees for tax compliances and reporting.

Delivered expert business counsel/financial guidance as Senior Management/Financial Analyst. Utilized expert knowledge of business principles, strategic/operational planning, financial/cost analysis, budget development/administration and IT/database management. Results: Generated reports that helped the management teams assess financial shortfalls and helped forecast longevity of projects. Drove increased operational efficiency and reduced costs for several Department of Justice Contracts. Resolved invoicing issues; conducted field audits, procurement modification requests and time sheet adjustments. Results: Reduced costs by more than $30K for each contract. Contracts Department Analyzed Department of Justice contracts with full accountability for preparation of cost proposals, funding estimates, bookings, projections and sales forecasts. Provided financial support regarding current status of projects, history related queries and created all financial databases. Resolved invoicing, procurement modification requests, and time sheet adjustments issues.

Bachelor'S Degree, Pre-Law Studies

Master Of Public Administration - Mpa, Public Administration