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Specialties
Experienced executive with engineering, operational, construction, and general management skills, a Master’s Degree in Engineering, an MBA (Finance), and comprehensive backgrounds in a variety of disciplines.
Qualified in financial analysis and planning, personal taxes, cash management strategies, debt management techniques, cost reduction, and profit improvement. Excellent qualifications in project management from concept through planning, design development, and task management. Advanced skills in all Microsoft Office applications as well as financial software (FASTDATA, STARS-FL, Quicken, et. al.) PROFESSIONAL EXPERIENCE Sr Principal Price/Cost/Proposal Analyst (Top Secret Clearance) Northrop Grumman Aerospace Systems (NGAS) Melbourne, FL 2020 - Present • Submits written supplier price/cost analysis reports (PCARs) detailing the suppliers’ price/cost proposal • Prepares Procurement Review Board (PRB) briefings showing supplier proposed vs. negotiation objective positions by major element of cost to attain formal Supply Chain Management approval for supplier negotiations • Supports supplier negotiations and represents the supplier price/cost analysis position to customers • Prepares materiel estimates and provides a consolidated bill of material to include in cost volumes as a support function • Maintains and updates program bill of material, actual cost records, and supporting data • Prepares and supports presentation and approval of materiel estimates at the required value level • Responds to miscellaneous and external Global Supply Chain Business Management request for information regarding assigned suppliers • Supports DCAA and DCMA audits as required • Estimating, accounting, and billing system review and compliance Budget & Finance SME I B3 Solutions, LLC 2018 - 2020 Melbourne, FL • Manages the activities and personnel responsible for the formulation, analysis, and execution of Department of State (DoS) INL/A multi-year budget plans • Prepares and presents exhibits, charts, reports, narrative and statistical data on the status of funds, obligations, cost and expenditures to management • Interfaces directly with senior DoS personnel, which requires a high degree of professionalism, excellent interpersonal and communication skills and customer focus • Assists clients in developing sound financial and budget management practices and procedures that can be successfully implemented throughout the INL/A Program Office • Assesses and recommends automated tools for implementation in the Program Office • Responsible for advising and performing cost esitmating, to include Independent Government Estimates (IGCEs), cost analysis, budgeting, scheduling, performance measurement, EVM, and/or cost research, and • Defends/solves cost/risk issues, collect and perform analysis of cost and technical data • Skills: Cost analysis, EVM, Program Financial Management, MS Office Financial Analyst (GS with active DoD Secret Clearance) Naval Hospital Jacksonville 2014-Present Norfolk Naval Shipyard 2013-2014 • Prepares and presents exhibits, charts, reports, narrative and statistical data on the status of funds, obligations, cost and expenditures to management • Conducts reviews and verification of budget justification data and assists in developing, analyzing, preparing and monitoring execution of the annual, revised and special budgetary requirements in excess of $40M • Validates and prepares funding documents for five OPTAR sites (over 300 per year) • Reviews budget estimates to ensure they meet requirements pertinent to current and planned programs. • Analyzes budget forecasting patterns for the Division's Navy Working Capital Fund expense budget and for coordinating the expense budget with the O&M,N budget i n areas where they overlap • Prepares justification memo to the Commander via the Comptroller requesting budget variances for over-expenditure of funds on items that cannot be deferred • Monitors a training program for staff members to improve their understanding of the funding process resulting in a 23% increase in efficiency Investment Advisor Money Professionals Group, LLC (Partner, Compliance Officer) 2001-2012 FAS Wealth Management Services (Senior– Brevard County) 1998-2001 Merrill Lynch (Financial Consultant) 1996-1998 • Analyzed and restructured personal investment portfolios in excess of $8 million • Recommended investments (stocks, bonds, etc.) to clients based on their risk profile. • Instituted multiple marketing campaigns resulting in business growth of 25% in nine years. Project Engineer Argonne National Laboratory 1995-1996 Captain, USAF, Retired 1978-1994 • Interservice Nuclear Weapons School - Instructor, Phillips Lab - Project Officer • Air Force Technical Applications Center (AFTAC) - Project Officer • 3480th RMS - General Accounting Specialist Education: • Chartered Financial Consultant (ChFC®) June 2024 • Master of Business Administration (Finance) • Master of Science (Nuclear Engineering) • Bachelor of Science (Nuclear Engineering) • CFP Education Professional Education Program Graduate • Florida Life Health and Annuity License (2-15)
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