Roberta Coates Email & Phone Number

Florida, United States

Lead and direct activities across the organization to integrate project portfolio management with operations and governance to ensure the portfolio of projects supports the major strategic objectives, business goals, requirements, and policies of Space Florida, and lead and direct project teams to ensure projects are implemented and delivered in compliance with general requirements and process standards. Direct Project Portfolio Management Office with responsibility for oversight and management of portfolio of projects.Provide framework for project portfolio governance. Provide project management leadership and representation during development of new business opportunities.

Titusville, Fl

Project Manager (April 2012-April 2013)Key member of home and vehicle modification division. Responsible for managing projects from planning through closing. • Developed and recruited vendors for nationwide vendor network.• Selected appropriate vendor team for each project• Defined requirements and obtained agreement on scope of work.• Issued RFQ, RFB, RFP and evaluated responses.• Negotiated contract scope, schedule, cost for both clients and vendors.• Provided oversight for project execution.• Closed project: obtained appropriate documentation, surveyed customer satisfaction, updated lessons learned.Accountant (March 2008-April 2012) Member of corporate finance team for $30M insurance service support company. Provided financial analysis and reporting to executive level management, assisted with general accounting, month end closing, cost accounting, accounts receivable and accounts payable processing. • Prepared and analyzed month end financial statements, and produced reports for submission to executive management and investors.• Performed profitability analysis by product line, identified trends and areas in need of improvement.• Provided critical data research and analysis in support of special projects.• Analyzed data integrity of computer systems and provided process improvement recommendations.• Analyzed actual performance to budget and determined root cause for each significant variance.• Reconciled balance sheet accounts monthly, including bank accounts. Identified errors and proactively resolved issues.• Analyzed billing reports, prepared metrics, researched and corrected billing disputes, recommended appropriate course of action to improve collection of revenue.• Analyzed vendor invoice reports, prepared metrics, reviewed accuracy of invoices to negotiated prices, researched and corrected invoice disputes, recommended appropriate course of action to meet vendor obligations.

Managed financial and administrative operations for real estate development company projects. • Provided financial management for day to day operations including customer billing, vendor payables, cost accounting and general accounting.• Prepared reports, budgets and forecasts for projects and operational cash flow.• Maintained and updated corporate web site content.• Primary interface with executives, superintendents, vendors, subcontractors, and clients.

Provided services and strategies to assist clients on a personal basis as well as a business basis as they managed risks. • Assisted clients with a wide variety of financial and insurance product and service decisions.• Prepared risk analysis and portfolio assessments.• Provided service to individuals and small businesses.

Functional manager with project responsibilities including establishment of corporate cash management, accounts payable, and accounts receivable departments while preparing company for IPO.• Full supervision of staff of 10 professional and clerical employees.• Project management of functional user implementation of Oracle ERP Financials modules for Accounts Payable, Accounts Receivable, Travel and Expense Reimbursement, Procurement Card, and Bank Reconciliation.• Responsible for ongoing ERP testing, upgrades, improvement and adjustments to the accounts receivable, accounts payable, and cash management modules.• Trained users and prepared documentation of procedures.• Led finance group to QS9000 compliance.• Provided guidance and recommendations on accounts receivable, accounts payable, and cash management processes to European and Asian subsidiaries.

Managed $210 million investment portfolio, $110 million debt portfolio, daily cash position, cash forecasting, cashiering and disbursing functions, banking relationships, endowment and grant processing.• Ensured Federal grants received and accounted for in compliance with GAAP, FAR, and CASB.• Full supervision of staff of 7 professional and clerical employees.• Projects included development of administrative service training classes.

Master Of Business Administration (Mba), Finance

Bachelor Of Business Administration (Bba), Finance