Sergio Alfaro, Cwdp, Mba Email & Phone Number

El Paso, Tx, Us

Provided oversight for financial management of programs and projects supporting Electronic Visit Verification (EVV) and Claims Management Division (CMD) through developing and utilizing budget, forecasting models to coordinate and recommend appropriate actions and financial planning to deliver multi-hundred-million-dollar operations for state and federal accountability, as well as support strategic planning for agency programs and completions of federal Advance Planning Documents (APD) and Legislative House Bills regarding Medicaid and Chip Services (MCS) for the State of Texas. ► Developed organization budgets, program proposals for Legislative Appropriation Requests, and monitored monthly expenditures for multiple program areas. Plan, developed, and implemented budgets, provided recommends for appropriate actions needed for HHSC Budget Management staff to ensure multiple programs operate within current budgets.► Ensured fiscal responsibility over scope, schedule, and staffing departments for Long Term Services and Supports (LTSS) modernization, implementation, operations to improve effectiveness of service delivery for Medicaid program. Monitored Project Work Plans including Operational and Technical components for approved key Agile Scrum activities and milestones for solution delivery of SaaS and Non-SaaS business processes and migration of legacy systems.Accomplishments:• Successful in negotiations and selection process for vendor contractors (RFO/RFP), providing business and technology solutions for State of Texas in multi-million-dollar procurements saving $24M from public generated revenue.• Streamlined and implemented process and procedures for validating and approving vendor billing and invoicing expenses, certifying accuracy, and funding performance for multiple departments to include advance dashboard and KPI reporting.

El Paso, Texas, United States

Provided leadership to team for Federal Civilian Program managing 200+ associates with goal of meeting program objectives and customer service level agreements for US Census Bureau to supply timely data on nation's population and economy.► Collaborate with the U.S. Census Bureau and MAXIMUS staff to plan, control, and report on production activities to include establishing priorities for resources; resolve production conflicts, and ensure all production service goals are met. ► Lead project efforts to identify, analyze, and implement efficiencies that contribute to increased productivity. Monitored performance goals and objectives for contact center staff and completed daily and weekly reports. Provided Senor Management with updates on all issues regarding quality, training, policy and procedures for departmental performance levels. Monitored contact center compliance with ISO standards. Evaluated training needs to ensure staff maintains current knowledge of programs.► Handled a team of (5) Supervisors and (10) Team Leads to address inadequate quality issues with Supervisory team in relation to reviews and corrections of calls monitored. Monitored and evaluated performance and provided corrective actions as needed. Reviewed, approved, and payroll as necessary, and ensure all supervisors are following and completing all timekeeping responsibilities. Accomplishments:• Accomplished efforts that contributed to increased productivity for performance visibility and productivity of teams, utilizing developed metrics, monitored performance, and updated on all issues regarding quality, training, policy, procedures, staff and departmental performance levels for Census Questionnaire Assistance Operations (CQA) project. • Transitioned tight project schedule of 500+ Agents, Supervisors, and Team Leads for CQA@Home project, overseeing Asset Management, Training coordination, and technical support of federal equipment for compliance with ISO standards.

El Paso, Texas

Led and managed overall organization for Fiscal, Operations, Reporting, and Compliance for programs & services provided by Workforce Solutions Borderplex Board under authority of Texas Workforce Commission (TWC) and Department of Labor (DOL)► Balanced costs with funding to achieve the highest net operating profit. Handled various strategic issues providing overall direction for the organization's objectives by allocating resources. Conducted in-depth, targeted program reviews to validate business strategies, eliminated unnecessary requirements, and provided best value for the state government. ► Enhanced operational management by leading cross-functional projects by creating data modeling and automated tools, such as SQLs, DashBoards, ScoreCards to improve and uncover opportunities that guided strategic decisions for business needs. ► Developed and implemented internal/external quality control measures, and centralized departmental standards to ensure organizational expectations met in compliance with Federal and State Regulations. Managed a team of direct employees overseeing the business efficiencies for Operation Management, Fiscal Management, and Reporting Management. Acting liaison for Human Resource relations for Staff members on multiply HR-related and payroll activities. Accomplishments:• Prepared Financial Planning & Analysis (FP/A) that exceeded budget and cost expectations managing operations per business unit which maximized profit and mark-up over target forecast yearly.• Led pilot project for new program Reemployment Services and Eligibility Assessment (RESEA) for TWC consisting of 4 cities in Texas; developed model for internal/external quality control measures, centralized departmental standards to ensure organizational expectations meet compliance with Federal and State Regulations services. Created standard operating procedures (SOPs) for El Paso (ELP) Workforce Board that was implemented as a guide and template for rest of state.

Santa Teresa, New Mexico, United States

Oversaw all Broadband Network Solutions (BNS) throughout Southwest Region for Wireless, Telecom, and Enterprise accounts on accounting and financial performance operations in corporate reduction goals on expenses, applying accounting standards for company’s initiatives to support finance team in its capacity to manage capital and assets to determine industry standards through financial statements. Assisted in strategic, decision-making processes supporting operational functions for global competitiveness and market share.► Responsible for carrier/supply-chain metrics, financial and transportation analysis, to include freight audit, payment, and claims, pricing, to include queries and reports using various in-house/external commercial software programs and SaaS, to include new transactions codes for new SAP platform on general ledger transactions and cost center codes across multiple Business Units (BU). ► Reported to senior management and board of directors in activities for financial reporting, quarterly reviews, and compliance for BU targets. Projected performance financial analysis and supply chain metrics for all BNS businesses and Sub-Units of Tyco Electronics (TE)/ADC Telecom for Global markets.Accomplishments:• Identified duplicated charges and processes resulting in cost-reduction and service enhancement, saving $800K per year. • Corrected standardized billing accounts and new transactions codes by coordinating SAP platform for proper General Ledger Codes and Cost Center Codes across all business units (BUs).

El Paso, Texas, United States

Managed team and facilities for Documentation Management and Project Management Operations for department businesses’ service level agreements (SLA), contractual agreements, and productivity performance objectives. Provided financial analysis of billing, cost analysis, and variance reporting to monitor budget and cost target measures for client General Electric (GE) Americas.► Responsible for financials to include billing, cost analysis, and variance reporting for fiscal budgeting purposes to ensure target measurements are met and evaluation of under-budgeted/over-budgeted accounts are accounted for all GE Americas accounts for customer driven results.Performed Metric Reports for all departments of the business(es) to include (SLA) Service Level Agreements, (TAT) Turn-Around-Time Goals and Productivity Performance Evaluations for Objectives and Targets for the all departments.► Leveraged acquisition projects to guide compliance guidelines on Federal Acquisitions Regulations (FAR) requirements and IRS policies to ensure proper classified, sensitive documents pertaining to bank, acquisition deals are in proper document control.► Coached and counseled personnel to a team for customer service and performance evaluations. Worked with staff to establish Individual Development Plans for corrective action and performance improvement. Documented employee performance monthly and annually to improve areas of weakness. Accomplishments:• Created and advised on financial variance reporting for transparency on over-performance or under-performance results for labor, facility expenses, budget, and other financial measurements; client driven for improvements, monitoring budget constraints and optimizing contract agreements.• Successfully implemented new software platform for logistics leading cross-functional departments to upgrade new MS-DOS RSMS Program creating better efficiency, tracking, product service delivery.

El Paso, Texas Area

Administrator for budget administration, financial system support, payroll, and cash processing for various financial accounts, and accounting data. Provided assistance in Patient Care and HealthCare Management for all veterans under Texas administrative code and state hospital regulations. ► Examined verified and maintained financial accounts, accounting data, and classifying accounting transactions including verification of the accuracy and completeness of the accounting data for insurance firms. Reconciliation and payment analysis of all account receivables including Reimbursable Insurances, Tort Feasor, Ineligible Medical Care, and Worker’s Compensation.► Performed disbursements, payroll adjustments for a variety of financial transactions; researched compliance technical payroll issues to find resolution; used data processing to retrieve automated accounting information based on fiscal management principles and procedures.► Responsible for analysis of billing, billing rates, and correct appropriations for reimbursement. Negotiated payment plans, accepted or rejected proposed payment plans based on an analysis of the debtor’s financial status, credit reports, and other available information.

El Paso, Texas, United States

Oversaw all lines of business (LOBs) of 42 accounts meeting client / company’s needs. Managed department, setting efficiency goals and prioritizing objectives and milestones for billing utilization, service levels, and occupancy / availability in all areas of contact center.► Setting efficiency goals by prioritizing objectives and Client’s/Company’s milestones for over-seeing ultimately Client’s Goals and standards, such as Billing/Utilization, Service Levels, Occupancy/Availability, Productivity of Associates, Calls Handled, and Forecasting/Staffing in all areas of Call/Contact Center MGMT (i.e.: Real_Time and Projections).► Accountable and responsible for the best interest of the company to maximize productivity and goals by utilizing company assets for revenue, growth, and the efficiency of the business.

Idar-Oberstein, Germany

Sole subject matter expert on defense operations focused on war fighting operations and training Combating Weapons of Mass Destruction (WMD).► Trained, advised, supervised operations for Threat Status, Vulnerability Analysis, Fall out/Prediction measures, Troop protection, and decontamination of equipment and personnel for Recon missions on survey and surveillance missions, Identify and detect of hazard/warfare toxins for monitored disaster preparedness.► Provided logistical support overseeing approx. $100 million of equipment/supply and provided expertise in the areas of planning, programming, budgeting, and execution per several Commanders: duties include financial transactions of orders spent daily/monthly for distribution of Company-to-Battalion, track/inventoried sensitive items and equipment, managed Section’s property within the Company/Battery, and additional duties as mission/operation dictates such as TMDE (Calibration) and Radiological Safety Officer for calibrations of all radiological equipment within Battalion/Company(Battery) level. ► Supported processes in developing or analyzing a variety of alternative approaches and applying methodologies to optimize results that support effective decision making► Supervised/managed (5-13) subordinates for monthly counseling to include promotions, safety, and goal-oriented direction for success and growth relating to directives such as Army regulations, Department of the Army (DA) general orders, the Uniform Code of Military Justice (UCMJ), soldier’s manuals, Army Training and Evaluation Program (ARTEP) publications.

El Paso, Texas Area

Managed, maintained, and acted as a liaison between multiple sites around the nation for efficiency of the businesses, associates’ administration needs to include payroll - record accountability - and scheduling.► Successfully started and developed new center site holding 300-500 associates per 3 Divisions. Integrated newly subsided company unto Comdata umbrella for cost efficient workforce, implemented and revised policies and procedures to maximize management duties and supervisory roles, and handled many projects as a liaison with numerous sites around the nation. Accurately scheduled and reported variances based on forecasted volumes, performance and productivity of associates needed to adapt for efficiency of the business.► Created and implemented a Turnover Report to track FTEs and actual headcount, utilized Kronos for all rules and regulations labor, Pay/Work Codes, and profiles. Analyze/prepared internal reports for statistical studies; Supply/Logistics; Payroll/Administration Petty-Cash; Forecasting/Staffing; Benefits/DOFFs.► Implemented Daily Mgmt Reporting consisting of efficiency/performance of the business, staffing, and meeting Service Level Goals based on Budget Analysis. Analyzed and incorporated volume distribution percentages and managed staff shrinkages to locate patterns for short-to-low staffing. Established forecasting modules based on budgeted, forecasted, and actual call volume per the needs of the business.► HR Liaison for Personnel such as Turnover to track FTEs and actual headcount, utilized Kronos and employment law for all rules and regulations to labor, Pay/Work Codes, and profiles. Analyze/prepared internal reports for statistical studies; Supply/Logistics; Payroll/Administration Petty-Cash; Forecasting/Staffing; Benefits/DOFFs.► Supervised/managed (1-3) subordinates for monthly counseling providing and demonstrating task instructions, keeping attendance, and measuring key performance indicators.

El Paso, Texas Area

Managed and supervised Help Desk associates for technical support of our associates on the floor, and to perform management duties including staffing, projected volumes, and research of historical data. ► Successfully started up and developed new call center site (ELP) to a maximum capacity holding 2,000 associates per 5-to-6 Divisions. ► Managed and Supervised Help-Desk associates (First-Line Supervisors) for payroll kronos, training/coaching, and other duties pertaining to the needs of the business. Offered extensive hands-on-training for Dept. Supervisors (Call Management Supervisor) for duties such as Forecasting, proper staffing, and utilization of tools and procedures. ► Generated and analyzed daily/weekly reports for the performance of the businesses. Generated Forecasting and Staffing requirements for the needs of the businesses. Reported and researched weekly Turnover Reports for staffing allocations and weekly TERMs and Turnover Rate.

Plano, Texas

Prepared, analyzed, and handled researched projects and duties for a Financial Planning Firm. ► Responsible for quarterly reports, and the performance of clients’ portfolios. Prepared and analyzed internal financial spreadsheets and statements for asset management, reconciliation, and prep for client’s variances on P/L. Research and interpret SEC requirements, guidelines and filings. Research and prepared financial analysis, and technical report writing, preparation and presentation.► Handled research projects on the performance of various assets (i.e. Annuities/Insurances, CDs/Consumer Loans, Stocks/Bonds/ Mutual Funds, Asset Allocation, Estate Planning, Wills & Estates/Mortgages, etc.) ► Calculated Cash Flow items and Debt-to-Ratio for Budgeted analyzation of current clients for CFP/CPA evaluation. Utilized Golden Tree Financial Planning Software for data entry / calculation of net value for all Asset Allocation and Estate Planning for CFP/CPA review.► Handled billing/invoicing, reconciling, expenses and cash flow, payables and receivables, and extensive general ledgers. Maintained accounting records for regulations and procedures to include budget analysis. Analyzed and classified Exhibits for all Custodian Trust Accounts for client’s assets under the State of Texas regulation.

Executive Master Of Business Administration - Emba, Business Administration, Management And Operations

Activities and Societies: Beta Gamma Sigma International Business Honor Society for AACSB-accredited schools

Bachelor Of Science - Bs, Business Administration And Management, General