Highlights of Qualifications

§ Effectively advised management on potential cost issues and suggested possible resolutions; while ensuring compliance with state and federal regulations while estimating costs

§ Resolved quality issues in collaboration with quality control department

§ Performed estimating, purchasing material, and scheduling projects

§ Ability to interact with clients to find creative solutions to meet their product needs

§ Within 5 years, helped increased approximately $120K a month in profit by developing more efficient procedures, planning, and budgeting , dispatcher procedures, and procurement

§ Effective develop and lead teams that understand the value of hard work and the impact to the business of every decision, ensured the success of the team, the department and the organization

 

Professional Experience

MIINC LP/Mechanical Services – Dallas, TX February 2011 – Present

Service Estimator/Coordinator                                          

§ Providing estimates for applicable residential and commercial service plumbing repairs/replacements (i.e. toilets, urinals, lavatories, water coolers, gas metering devices, sump pumps etc.)

§ Accurately constructing take offs, and bids/estimates of assigned projects via field Intel

§ Coordinate and support projects for the department; while coordinating and utilizing bids from vendors

§ Manage and utilize bids from subcontractors; as well as providing assistance to other divisions to maximize company opportunities

§ Expand and maintain data base entries for labor and materials; while facilitating in procurement and coordinating the purchasing and delivery for field material demands

§ Facilitate procurement and coordination of construction subcontractors

§ Provide job costing and profitability reports for service project orders, technicians, and salesmen

§ Effectively estimated and compile commercial preventative maintenance service agreements via field Intel and support

§ Perform interim dispatching duties and In charge of managing and maintaining service client records

§ Acting liaison as A/R collection duties; as well as assisting payroll with service man hour verification

§ Perform various admin field supporting duties as necessary (material sourcing/HR and service manager liaison)

§ Maintain company and employee tool inventory, refrigerant inventory, logging, and tracking

§ Assist with coordination and substance for service department safety and production meetings

§ Assisted in implementing and updating service department standard operating procedures and practices

§ Overseen the day to day operations of dispatch, project progression/status, and customer satisfaction

§ Performed activities of the Service Department  in estimating to insure accurate costs and competitive bids

 

 

 

Apex Services, INC. – Dallas, TX OCT 2008 – FEB 2011

Full Charge Bookkeeper/Office Manager

§ Managed customer disputes, company collection claims, and employee/intercompany/vendor/customer relations

§ Performed weekly employee payroll calculation, processing, printing, and distribution; as well as Managed and maintained company/employee benefits

§ Created monthly customer statements to facilitate the tracking AR balances; while processing all payments, including AP and AR

§ Assist in HR administration: processed/monitored payments to salaried employees, reconciled/paid internal leasing commissions, and reimburse employee expense reports

§ Administered background, credit, and drug testing programs

§ Reconciled monthly bank and credit card statements, as well as handle wire transfers

§ Performed accurate posting and classification of receivable transactions, preparing deposit slips, and processed deposits/collections

§ Assisted the Certified Public Accounting Firms to compile and submit business taxes

 

Current Energy Service LTD – Dallas, TX

HVAC Field Operations Supervisor                                                                            AUG 2007 – AUG 2010

§ Processed/scheduled/dispatched customer service and installation orders for residential and commercial accounts in the entire DFW Metropolitan area; while performing all dispatch responsibilities for all HVAC service and installation orders

§ Managed field service and installation assignment routing and man hrs for up to 6 service technicians and 3 installation crews according to priority, technical expertise, and distance for business profitability

§ Effectively coordinated delivery for material and 3rd party service demands for field support individuals and teams; as well as setup, managed, and processed customer preventative maintenance and service agreements

§ Submitted equipment extended warranties and parts/equipment warranty claims for residential and commercial accounts

§ Managed the Starbucks HVAC and Refrigeration preventative maintenance and service account which included service, repair, and installation coordination and estimating for over 200 store locations in the DFW metroplex and surrounding areas reaching to Wichita Falls, TX

 

Cox mechanical Services, Inc. – Carrollton, TX

Full Charge Bookkeeper / Accounting Manager                                                  Aug 2005 – Aug 2007

§ Received on the job/hands on training by Certified Public Accountant firm (Smith Anglin Financial, Inc./Dallas, TX) whom approved all outgoing financial reporting

§ Planned, directed, and coordinated all accounting operational functions; while implementing, documenting, and maintaining adequate and effective internal controls

§ Managed and reviewed monthly accounting close process including analytic review of the monthly operating results to ensure accurate accounting records are maintained

§ Effectively provided status of financial condition by collecting, interpreting, and reporting financial data

§ Efficiently processed all accounts payable transactions including bills, accruals, and credit card charges ensuring accuracy of each transaction and proper classification

§ Assisted the Certified Public Accounting Firms to compile and submit business taxes

 

Dispatcher/Field Services Supervisor                                                                        Sept 2002 – Aug 2005

§ Accurately entered/scheduled/dispatched customer service and installation orders for residential and commercial accounts in the entire DFW Metropolitan area

§ Managed field service and installation assignment routing and man hrs for up to 7 service technicians and 4 installation crews according to priority, technical expertise, and distance for business profitability

§ Managed and submitted payroll hours for all hourly employees for processing

§ Assisted in field service estimating and presenting repair and installation proposals

§ Placed purchase orders for field, stock, and project, and installation material demands

§ Coordinated delivery for material demands for field support individuals and teams

§ Setup, managed, and processed customer preventative maintenance and service agreements

§ Submitted equipment extended warranties and warranty claims for residential and commercial accounts

§ Managed and processed factory rebates and rebate programs and for commercial and residential

 

 

Military/USMC – San Diego, CA

Aviation Operations Specialist                                                                                     Aug 1998 – Aug 2002

§ Collected and compiled data for daily flight plans

§ Prepared quarterly/semi-annual/annual reports of pilot flight hrs and operations

§ Assisted in the preparation of flight plan and training presentations

§ Reported and presented flight information to supporting military units for collective aviation operations

§ Typed and processed correspondence for superior officers using MS Word, Word Perfect, and MS Excel

 

Education

§ On the job/hands on training at Cox Mechanical Services by local Certified Public Accountant firm (Smith Anglin Financial, Inc./Dallas, TX)

 

§ Universal EPA Certification

 

Professional Development Skills

§ Bi-Lingual Speaking Ability

§ Peachtree Complete Accounting, Windows XP Professional, Vista, Outlook, MS Word, MS Excel, Adobe, Acowin, ASTEA Alliance, Quantrac, Rastrac, Teletrac, Trane Confortsite, Carrier HVAC Partners, etc.