Sergio D. Email & Phone Number

Fort Worth, Tx, Us

Phoenix, Arizona Area

Manage the overall business operation function for F-35 Sustainment Program at Luke Air Force Base, which includes two large subcontracts and a staff of over 400 full-time equivalents.Perform analysis of Earned Value data and variance explanations; manage Estimates-to-Complete (ETC)/forecast and administer budget.Monitor subcontract performance and assess their funding requirements to ensure continued support; prepare Basis of Estimate for new proposal efforts.Developed and publish reports to communicate and increase awareness of financial/performance information to the leadership of the different operating teams.Report directly to Site Director.

Santa Barbara, California Area

Managed the comprehensive, objective, and timely financial planning, analysis and reporting function for $60 million manufacturing company. Served as the financial liaison to key functional stakeholders. Continually directed the accurate and value-add analyses to address ongoing management concerns and issues. Closely managed cash flow; notably during periods of low liquidity. Developed and maintained model to manage all aspects of forecast, including revenues, milestones/advanced payments, receivables, payables, capital expenditures, production purchases and their impact on company’s cash position.Prepared business plans—particularly, annual operating plan (budget), periodic forecasts, and other strategic value-creation plans, for the entire company. Monitored performance against plan and provide timely, relevant explanation of variances to executive leadership team.Established process for bottoms-up budgeting, developed structure for strategic plan, and worked closely with program managers to update sales forecast throughout the months.Assisted in the preparation and explanation of financial reports/profit and loss statement (P&L) to executive leadership. Provided timely, relevant, and actionable financial reporting, analysis, and recommendations to the functional teams. Provided analysis and commentary on forecasts and month-end results.Defined Key Performance Indicators (KPIs) and developed KPI Scorecard with metrics against which to measure the financial and operating health of each of the company’s divisions.Supervised, trained, assisted, reviewed, and provided back-up support to staff, and promote continuous quality improvement.Reported directly to Chief Financial Officer; worked closely with counterparts at private equity firm.

Fort Worth, Tx

In charge of producing formal Contract Performance Reports for $30 billion dollar program, thoroughly analyzing Financial/Earned Value position and summarizing relevant variances and contractual changes. Manage Estimate-at-Completion process; provide guidance to Control Account Managers (CAMs). Brief upper management and customer the various components of financial/earned value data. All stringent deadlines have been met under my tenure. Streamlined monthly process, resulting in 28% increased efficiency. Support Earned Value Management System (EVMS) Certification, ensuring data integrity and leading effort to eliminate budget deviations.

Greater San Diego Area

Responsible for all financial analysis, program performance measurement and reporting duties as they relate to one of the largest teammates/subcontractors on a $1.3 billion program. Lead team in preparation of contractual deliverables, ensuring accuracy and timeliness of submissions. Perform overall schedule quality analysis, assist Cost Account Managers in modeling requirement changes and analyzing downstream impacts, determine critical paths prepare briefings for the customer, and audit teammate deliverables; all work performed in a high-pressure Replan environment. Additionally, as a Control Account Manager for Business Operations, responsible for monitoring department’s earned value, understanding staffing and other critical requirements and updating Estimate-to-Complete (ETC) as necessary, maintaining data integrity.

Phoenix, Arizona Area

Responsible for forecasting Order, Sales, EBIT, Cash and Staffing Outlooks and Long Range Plan by analyzing funding/spending trends, program requirements, material orders and open commitments, and continuous interaction with CAMs and Program Managers, etc., in order to ensure forecasting accuracy. Analyzed and explained monthly and quarterly variances resulting from any deviations from the plan. Increased efficiencies by automating many of the reporting and data input requirements.

Phoenix, Arizona Area

Coordinated the collection of costs and performance elements from functional departments to estimate the proposal values. Prepared cost reports and cost volumes required for submittal to customers (both USG and otherwise) in accordance with request for proposal (RFP) specifications and TINA requirements in a timely manner. Organized Kick-Off meetings for all functional departments and presented cost data to management at Executive Planning Panel.

Master Of Business Administration (Mba), Finance, International Business

Bachelor Of Science, Finance

Education record