Gloria Sanchez Email & Phone Number

San Diego Metropolitan Area

San Diego, California, United States

• Responsible for all budgeting, forecasting, and reporting for a major San Diego utility company’s largest Wildfire Mitigation Program, accounting for 40% of the annual plan
• Manages a program with a $300M yearly budget consisting of 55+ projects each with unique schedules, budgets, & forecasts within a 2% variance
• Implements a unique methodology to monetize the construction schedule and pinpoint the program’s forecast, detailing civil, electrical, and material estimates per project
• Strong working relationship with vendors with direct impact on construction costs by following procedures created for tracking billing and managing accruals in order to mitigate program variance
• Runs the program’s weekly finance meeting with core team members, dictating topics of discussion and presenting/interpreting critical financial data

San Diego, California, United States

• Provided business & financial solutions to achieve delivery of code-specific products/services on schedule, within budget, and in accordance with financial statues, regulations, and policies in the Basic & Applied.
• Lead BFM for a Branch executing $39M in reimbursable and direct cite funding per year
• Engaged with Department of Defense (DoD) and non-DoD sponsors and their financial managers, Integrated Product Team (IPT) Leads and technical point-of-contacts (POCs) within projects in order to implement Federal, Navy.
• Monitored project controls such as analyzing cost performance data for potential cost overruns, generated labor reporting and provided recommendations for fixing labor errors, assisted project managers with risk.
• Processed varying types of funding documents such as incoming/outgoing, project orders, purchase requests, military interdepartmental purchase requests (MIPRs), foreign military sales (FMS), and contracts
• Demonstrated full working knowledge of Navy Enterprise Resource Planning-NERP (SAP) and Business Intelligence Reporting and Analysis-BIRA (SAP Business Objects BI) in the financial, procurement, reporting, and.

Greater San Diego Area

• Provided budgeting, cost and labor analyses, and reporting on assigned Independent Research & Development (IR&D) projects
• Lead FA for the organization’s flagship and largest IR&D program ($162M two-year budget), 20% of the company’s IR&D funds; certified its successful financial management with full earned value (EV) reporting by working.
• Tracked and reconciled more than $9M in open commitments on a weekly basis
• Prepared financial reporting for program managers and senior management including monthly program management review charts, weekly cost and labor reports, actual vs. forecasted budget variance analysis, and ad hoc.
• Proficient in root-cause analyses, provided input for year-over-year, actual vs. budget and actual vs. forecasted budget variance for monthly financial corporate reporting
• Worked closely with program managers in planning and budgeting work, tracking actual incurred spending, and calculating Earned Value metrics such as estimates to complete (ETC) and estimates at completion (EAC)

San Diego, California

• Constructed innovative financing solutions to fund privately-owned nano-cap organizations in Mexico to fund business expansion through private credit instruments without a readily tradeable market
• Analyzed investment opportunities; leveraged the expertise of people in key industries (legal, accounting, entrepreneurial); performed company due diligence, negotiated complex agreements fairly
• Conducted financial analysis; examined variances between projected and actual results; created models and dashboards for decision-making
• Proficient in the essentials of the three key financial statements (balance sheet, income, cash flow); clear understanding of expense management and mechanics of the general ledger

San Diego, California

• Selected among top investment professionals to pioneer firm’s first Product Management Group and lead rebranding efforts to turnaround corporate image
• Directed efforts in marketing, sales and overall business strategy including extensive analytics and data mining through FactSet and business plan construction for each product assignment - increasing new account.
• Communicated technical and complex data in financial reports and presentations for target audiences (clients, prospects, staff, sales team and executive leadership team)
• Composed and published rebranded marketing collateral such as sales presentation slides, portfolio commentary, and talking points regarding product strategy and market developments - instrumental in new business.

• Attained sole discretion of $100M+ in three socially responsible equity mandates; accountable for stock selection, percentage stock, industry and country allocations, and buy/sell/pare back decisions conforming with.
• Lead Portfolio Manager and Separately Managed Accounts Product Coordinator for the fixed income products; managed approximately $630M in retail and institutional assets
• Member of Portfolio Management Team for Wells Fargo relationship; responsible for overseeing $1B in various equity portfolio styles (international, global, domestic), balanced, and emerging markets
• Delivered indispensable service to clients, financial advisors, home office personnel and analysts through extensive phone and face-to-face interactions
• Increased fixed income sales by 57% in 5 months by providing expert support to fixed income business development, including: directing product positioning, and communicating portfolio strategy information to financial.
• Conducted presentations at broker-dealer corporate office and top financial advisor due diligence meetings, covering market insight, product analysis and information

San Diego, California

• Earned sole discretion of approximately $55M in two socially responsible equity mandates (international and global)
• Cultivated and strengthened relationships with various broker-dealer firms by formulating business strategies and advancing partnership initiatives to boost mutual asset growth
• Supported marketing strategy by presenting in client prospect “finals” and large (75+) new/existing client seminars throughout the United States covering firm overview, investment philosophy, buy/sell disciplines, and.
• Contributed to firm’s retention efforts by conducting conference calls, meetings, and portfolio reviews for corporate boards, investment committees, and financial advisors
• Analyzed and researched portfolio performance factors (holdings, industry and country weightings, and general market conditions)

San Diego, California

• Traded top tier sub-advisory wrap relationships ($2B+) and maintained knowledge of securities on buy/sell list, their buy/sell limits, applicable restrictions, and percentage held in each portfolio style
• Invested new wrap accounts to match current buy list and rebalanced portfolios following set cycles using proprietary portfolio management systems provided by the wrap fee sponsor
• Corresponded with coworkers and broker-dealers on trade executions, corrections and discrepancies

Master Of Science In Business Administration (Finance)

Bachelor Of Business Administration, Investments

Financial Modeling & Valuation Analysis Designation