TINA PATEL

 

 

 

Comprehensive experience in financial operations with specialized focus on in-depth labor and material analysis. An enthusiastic, productive professional with a proven track record serving as liaison between multiple functions throughout the organization and maintaining Raytheon’s Requirements Traceability Matrix, monitoring and comparing performance to budget forecast and prior performance. Possessing broad systems knowledge including SAP and Business Warehouse and a fast-learner aptitude to master new systems. Strong communication and interpersonal skills, equal success as either self-starter or team member and solid problem solving skills provide the perfect base to help sell and deliver complex, innovative analytics engagements.

 

 

Cost Modeling • Cost Control • Labor & Material Analysis • Customer Relationship Management

Timeline Management • Self-Starter & Team Player • Solutions Advice • Effective Communication

Organization & Management • Budgeting & Forecasting • Apex SAP trained & Business Warehouse

Adobe Professional & Microsoft Suite • Earned Value Analysis • Six Sigma Specialist

Strategic Communication • Troubleshooting & Problem Solving • Opportunity Identification

Quantitative Analytical Skills • Team Leadership • Resource Management •Phaselink /PCPricing

Standard Bidding Tool (SBT) • Business Warehouse

MPM/IPM Trained • Detail Oriented

 

INC Research,LLC , 2013- current

Clinical Research Organization that provides a full range of services to help you develop the medicines that people need.

Proposal Manager, (2015 – Current)

Received and analyse Requests for Proposals (RFPs) from Business Development (BD) and ensures appropriate Subject Matter Experts (SMEs) are assigned to and aware of the RFP.

Prepares and modifies proposal text, budgets, and cover letters responding to requests for proposals (RFPs) and rebids, with limited assistance from proposal management staff and based on feedback received from SMEs.

Suggests and implements pricing and proposal strategies to improve quality of proposal.  Collaborates with team members, operations and business development, to customize and develop proposal submissions.

Ensures proposal text and budgets are in agreement with RFP, client specifications and communications, and internal assumptions.

Obtains third party quotes as needed.

Manage the proposals process from RFP receipt to proposal delivery, identifying potential barriers or risks for completion and identify and implementing mitigation strategies.

Work with contracts, finance, and operations to facilitate project initiation as part of PlanActivation™.

Update proposals and/or sales management tools, systems and/or forms regarding proposal or rebid status and value as directed.

Coordinate and participates in project hand-over meetings.

Perform peer QC prior to manager sign-off according to departmental procedures and guidelines.

 

Project Financial Analyst, (2013 – 2015)

Supporting Business Unit Controller in recording revenue each month for Unit, Fee for Service, and Fixed Price contracts; Assignments include more complex contracts/projects.

Loading project budgets into Oracle/REST and maintaining key member lists (project set up) and other project data in Oracle and associated systems and schedules.

Preparing project level actual versus budget/forecast variance analysis monthly as well as monthly reports for distribution in analyzing monthly results. 

Coordinating monthly forecasting of financial results (backlog)

Timely preparation of project close out reconciliations including issue identification and escalation, if necessary

Serving as the key contact point for interpretation and investigation of financial results in assigned area for Project Manager(s)/Project Lead(s)

Reviewing executing Work Orders and Change Orders as well as pending Change Orders for bonus/malus and anomalies.

 

RAYTHEON COMPANY, 2007 – 2012

Raytheon Company is a technology and innovation leader specializing in defense, security and civil markets throughout the world.

Senior Financial Analyst (2010 – 2012)

Advanced Radar finance lead responsible for metric reporting, forecasting, tracking actuals, 5 year planning, OPS package preparation, and financial presentations. Tasked with supporting multiple functions on programs with analysis, government compliance, estimates at complete, funding, earned value, baselines, variance support on internal and external customers. Lead for risk/opportunity analysis, proposal management, cost accounting standards (CAS), generally accepted accounting principles (GAAP), Sarbanes-Oxley (SOX) compliance.

·               Developed and Performed Cost Models in Excel with inclusion of financial models of historical data which took about three days to 30 minutes.

·               Resolved months of backlogged work, restored order and organization to processes/records in disarray, researched and solved billing problems and corrected invoicing and journal entry errors previously undetected

·               Provided expertise as member of multiple business level teams in streamlining, augmenting, and creating more efficient processes in order to cut overhead cost and drive improved margins

·               Mentored a variety of analysts in business practice, career path guidance, and training.

·               Developed process improvements for new contract processing, and lead selection and training

·               Worked to turn two problem contracts into positive Return on Sales

·               Monitored labor performance (detail, overtime, name runs, manpower estimate vs. actual)

·               Performed internal financial planning (e.g. bookings, sales, profit, cash forecasting and analysis)

·               Supplied recommendations for process improvements using Raytheon Six Sigma

·               Interfaced with program and business managers to create business rhythms allowing the proper operation of each contract and validating outlooks to maintain forecasting accuracy

·               Generated both internal and external cost reports, monitored and analyzed of cost data compiled quarterly estimate at completion for presentation to management

·               Administered Contracts and Proposals for new and existing business for Delivery Orders or RFP from internal and external customers

 

 

 

 

Experiences and Achievements (Continued)

 

Proposal Financial Analyst II (2008 – 2010)

Financial Analyst developing proposals, interfacing with functional areas, compiling technical elements, managing data collection, and training staff.

·   Assisted with the development of proposal basis of estimates utilizing various methods, including historical actuals, parametric models, cost estimating relationships, and judgment

·   Interfaced with functional areas to analyze issues, and to develop and implement solutions compliant with company and government regulations (e.g., FAR, TINA, CAS)

·   Acted as Pricing Interface between Contracts, Program Management, Business/Supply Chain Management, Engineering, and Operations ensuring for on-time efficient pricing and cost volumes

·   Evaluated compliance issues related to FAR regulations, and worked directly with internal customers to resolve all issues before submittal

·   Supported upper management reviews, customer negotiations, fact-finding, and audits

·   Compiled cost, schedule, and technical elements in the development of proposals in accordance with request for proposal (RFP) specifications

·   Focal and liaison between Raytheon SAS and DCAA for audits on Estimating Procedures and proposals

·   Managed the collection and accumulation of cost, scheduling, and performance elements from functional departments

·   Researched and analyzed historical data, developing cost models to support proposal efforts

·   Co-developed online/video learning modules for a variety of inter-company training proposal processes and basis of estimate justification

·   Led a four hour course, Basis of Estimates, for engineers to better understand the process of gathering an estimate together for proposal bids. 

Proposal Financial Analyst I  (2007 – 2008)

Proposal Analyst researching historical data, investigating discrepancies, and streamlining external reporting.

·   Participated in should-cost and pricing reviews with management and customer representatives

·   Researched and analyzed historical data, developed cost models to support proposal efforts

·   Prepared ad hoc financial reports comparing cost and profit for current and future projects in order to assess future and current profitability

·   Investigated discrepancies and prepared detailed analysis to validate customer financial reporting

·   Led an effort to streamline and automate the external reporting requirements which decreased processing time from 1-2 days to 30 minutes

·   Facilitated the processing of cost inputs/outputs to Pricing SW tools

·   Streamlined and automated the external reporting requirements which decreased processing time from 2 days to 30 minutes

Morgan Stanley, 2005 – 2007

Morgan Stanley is the preeminent financial advisor to companies, governments and investors.

Portfolio Analyst

Portfolio analyst generating asset allocation reports, and preparing various documentation.

·   Updated client pitch books to reflect market changes in their portfolio

·   Organized retirement planning seminars for prospective clients

 

 

 

Government Cost Estimating & Pricing Certification, University of California Los Angeles, 2009

Bachelor of Arts in Business Administration, Finance, California State University Fullerton, 2006

Earned Value Management Tier 1 & 2 Certification

Raytheon Six Sigma Certification

SAP & BW Certification