Phil Williams Email & Phone Number

Contracting to USDA Forest Service Life-Cycle Support Services Washington Office Grants & Agreements (WOGA) leading diverse team to facilitate several workstreams across Post-Award, Systems, Outreach & Partnership Branches (and won modification for a Records Management/ Modernization task in FY 2025):• For Post-Award Branch: facilitated training, systems access and onboarding per the team processing Post-Award agreement reviews.• For Systems Branch: facilitated training, per the team development of Standard Operating Procedures, materials and operational support.• For Outreach & Partnership (formerly Access) Branch: per the team development of presentation materials and operational support.• Transitioned Systems and Outreach resources over to Post-Award to assist in supporting a large backlog of agreement reviews.• Developed and won modification to the BPA Call order for new tasks including a Records Management initiative.Contracting to USDA FPAC leading team to facilitate process of Delegation Lease Extensions through GSA completion status.• Optimized Standard Operating Procedure (SOP) for the Delegation Lease Extension process.• Facilitated internal training for the Delegation Lease Extension process.• Delivered 61 Delegation Lease Extensions in 2024 from the Longevity Team• Processed 19 Delegation Extensions

Product Lead on development of a new internal GRC (Government- Risk- Compliance) SaaS application geared to the Federal space named FedRisk:• Conducted market research, customer discovery and developed wireframe/ design mockup prototype using InVision.• Performed requirements gathering among key stakeholders, developed thorough User Stories/ UAC and led internal and external development teams for a robust MVP (develop with React/ AWS)• Brought in industry SMEs for initial user feedback• Building out UAT/ Unit/ Edge validated testing

Contracting to Forest Service Acquisition Lifecycle Support Services (ALSS) supporting several workstreams for Fire & Aviation Management (FAM), Mission Area Senior Program Manager (MASPM) and Modular Airborne Firefighting System (MAFFS):• For FAM: Developed and delivered the Incident Contract Administration Tool (ICAT) prototype (in partnership with PEGA), including functional requirements and process map. The ICAT is a tool to digitally capture real time incidents on the fire line (both legal & non-legal) to notify Contract Operations in a timely, structured process and a searchable, relational repository.• For FAM: Developed and delivered outline of Roles & Responsibilities framework, including RACI matrix and workload/ branch/ roles repository.• For FAM: Developed and delivered two SharePoint Trackers for the Solicitation Template Update process and the Water-Handlers/ Fallers Certifications process, including Power BI reports and Power Automate notifications.• For FAM: Advised updates to meeting facilitation and provided Project Management best practice technical recommendations, in addition to capturing meeting notes and reviewing/maintaining current action item list.• For FAM: developed initial draft of Program of Work document, including a Business Case deck.• For MASPM: Provided technical guidance (including document indexing and site structure best practices) to the Community of Practice (CoP) SharePoint site stakeholders and Project Lead.• For MAFFS: Developed and delivered the Financial Obligation and Reimbursement Process and Standard Operating Procedure (SOP) for the Dept of Defense’s Support on Wildland Fire Incidents.

Washington, District Of Columbia, United States

Cornerstone Implementation Consultant, Woodrow Wilson International Center for Scholars• Built prototype, proof of concept, validate and launch Performance Portal• Developed custom login pageProject Lead, contracting to HUD/ FHA Single Housing Office and the Office of Single-Family Program Development:• Analysis and Recommendation for an Automated Underwriting System• Business Consulting and Support Services, including review and analysis of processes for SFPD, developing desk guides and workflows• Project management support (Monthly Status Reports)• Business Rules and Decision Management Solutions for SFPD Condo Policy Guidelines• Development/Delivery of Mobile Application to Support the SFPD Book of Business• Development/Delivery of Mobile Application Software Operations and Administration Manual• Development/ Delivery of six SOPs and two form instructions.• Development/ Delivery of SharePoint Assessment Report (guidance on modernizing internal SharePoint for SFPD)Project Lead, Longevity Consulting Intranet• From a background in design centric SharePoint development, managed an external independent technology team, Qubit LLC, to build out a SharePoint Team Site to function as the Longevity Consulting Intranet site.• Project Management activities, coordinating a Steering Committee and Pilot cohort for UAT and feedback.Project Support, National Institutes of Health, Small Business Program Office• Developed Standard Operating Procedures for The Path to Excellence and Innovation Program (PEI)Project Support, General Services Administration (GSA), Centers of Excellence• Developed CoE Project Engagement Toolkit in Google Sites, integrating Business Development, Acquisitions, Financials & Agreements, Project Management, Logos/ Branding artifacts and a Past Deliverable Repository in one platform.• Developed CoE Innovation Sandbox Guide for guidance on usage of AWS and Azure sandbox environment

Washington D.C. Metro Area

• Developed a series of Tableau dashboards from existing Enterprise Architecture SharePoint lists, published out through Tableau Server to separate SharePoint pages into configured Javascript tabs enabling visualization, organization and high-level summation of key data metrics.• Developed Sharepoint workflows for Technical Debt tracker to update Portfolio Architects of missed Target Resolutions dates.• Evaluated JIRA and LeanKit to replace existing SharePoint centric Technical Debt Tracker. Recommended to stay with SharePoint based on cost and functional requirements.• Performed ad hoc data analysis on Technical Debt, Third Party Software registry, Mandatory Software Upgrade registry and other Enterprise Architecture areas.

Mclean, Va

• Change Coordinator facilitating EDM Maintenance releases for the Planview application.• Managed two developers as acting Technical Lead in Agile framework where we delivered updates to the PEP (Project Engagement Portal) SharePoint application from the ITPMO requirements in four week sprints.• Training Lead delivering Weekly all day Project and Resource Manager training for the Planview Portfolio Management tool.• Provide operational support through in person one-on-one training sessions and via Adobe Connect, Remedy ticketing system and email/IM.• Developed interactive self-assessment online education modules via Adobe Captivate.• Developed Computer Based Training modules via Adobe Captivate.• Sharepoint Power User, optimizing team site and sub-sites through document management best practices, surveys, configured lists & libraries and functional Work Flows.

Mclean, Va

• Part of team performing in person training on the Planview Portfolio Management tool to 300 Resource Managers, in 20 person classes within 3 months.• Performed resource management training via Adobe Connect and one on one sessions.• Created database of Organizational Leads, Resource Managers and Resources to manage changes in the resource management structure.• Developed web based survey for the trainings via Jotform.• Responded to support queries through Remedy.

Torrance, Ca

• Delivered KPI Dashboard project implementing web-based coaching and reporting tool built in Oracle's Business Intelligence platform (Siebel Analytics / Siebel Answers) transitioned from Excel based reports for Collections business unit within Customer Service Center.• Project Management responsibilities include development of Business Review Document, assessing vendors and procuring bids, managing vendor tasks and maintaining business side communication.• Responsible for daily and monthly reporting tasks, ad hoc data queries and project support.• Launching new KPI project for Customer Service business unit within Customer Service Center in early 2012.• Managing metric and ETL updates to the Customer Service Scorecard for FY13.• Managing source-to-target mapping, data analysis and delivery of 12 missing fields in the Field Services DataMart.

El Segundo, Ca

• Produced custom call monitoring template in Excel, quantifying all channel types into summary tables and graphs, and output a score for each call to determine effectiveness as aligned with customer service standards.• Developed data repository in Excel (from individual reports pulled from the third party data aggregator) to enable reporting functions for DIRECTV Bundles Program.• Developed and implemented new web based reporting portal, integrated with third party data aggregator, enabling queries by date range, call type and channel.• Authored RFP for new third party call center aggregator.• Reported call metrics and sales data to senior executives.• Documented and performed order reconciliation between Telcos, WildBlue DSL Satellite provider and DIRECTV to managed revenue leakage due to lack of system integration using SQL queries to pull data from the Business Objects (Oracle) Data Warehouse, matched in a series of MS Access databases and further manipulated in Excel.

Summary: Utilized my prior financial experience to create custom models for the Music industry, gaining valuable insight into Myspace Music sponsorship and business reporting practices.Built financial models in Excel and Access to determine revenue share and margin analysis for Music Sponsorships among the four major music labels, EMI, Sony, Universal and Warner.Reported Sponsorship revenue to major music labels.Created Media Plans for pitches to clients.Coordinated between Finance, Accounting, Integrated Marketing and third party data provider Tradescape to calculate and ensure profitable margin for Sponsorships.Created procedures for Sponsorship reporting with Myspace Music.

• Summary: Having managed two business models, SBT and Traditional, I gained a thorough understanding of the supply-chain process within Vendor Managed Inventory for Sony.• Drove analysis of reporting for traditional account Costco and SBT accounts Kroger Great Lakes, Kroger Dillons, Happy Harrys, Super America, Menards and Shopko.• Power-user for Changeout processes, developed procedures and ran training course for new hires. Implemented and executed assigned account change-outs.• Maintained a consistent 98% instock across seven managed accounts, including Costco.• Managed over 700 SKUs across all assigned accounts.• Generated replenishment orders and drove the operational aspects of assigned vendor managed accounts in the replenishment system.• Assisted in Costco transition from Direct to VMI relationship, created timeline that helped bring multiple aspects of the supply-chain together, perfecting on-time deliveries and order accuracy.• Developed, monitored, and revised replenishment plans by item/store for assigned accounts. Continuously examined Planograms for best min/max fixture levels.• Provided weekly POS reports to sales staff, including analysis of top stores/titles and year-over-year metrics.• Implemented a weekly one-on-one with management to identify operational improvements.• Improved operational efficiencies by managing rush orders, returns and monitoring key performance indicators for each account.• Lead in project focus groups to increase synergy among departments by clarifying departmental roles and process flows and transforming operational efficiencies.• Created a New Analyst Kit with screen-shot procedures that was then used as a model for certain processes in within subsequent projects and training for new hires.• Assisted in development of new Wiki-style knowledge bank application with IT for inter-departmental use.

Summary: Having managed their largest client, Siemens, I gained valuable client relation and account management experience.Facilitated daily activity of deferred compensation plans with client company and participants.Performed analysis of participant accounts, trouble-shooting discrepancies from web-based account interface and provided over-all customer service.Responded to participant calls, e-mails, maintain database and review statements. Coordinated activities of clients, plan participants, trustee and insurance company. Processed plan terminations and distributions, benefits and account change forms. Researched and responded to inquiries regarding accounts.

Summary: Gained financial services marketing perspective and leveraged prior financial experience.Performed analysis for the Applied Asset Under Management reports.Responded to RFI (request for information) and RFP (request for proposal) questionnaires and general marketing data.

Summary: Learned mechanics of institutional trading and asset management banking.Supervised seamless execution of trades with client brokers, prime brokers, traders and account administrators. Maintained and administered Depository Trust confirmations for trade settlement and reconciliation.

History, American Studies/ Classics

Education record