Operations Analyst

• Oct 2020 - Present

Pricing Analyst - VRF/Ductless S

• Apr 2019 - Oct 2020

• Assisted in determining appropriate list prices and standard discounts.• Delivered comprehensive bid proposals for Residential and Commerical projects and gained client approval on costs.• Reviewed and approved pricing adjustment requests and negotiates such requests with customers.• Researched and answered customer inquiries concerning pricing and invoicing.• Contributed to the overall sales effort by managing off-sheet pricing to meet competition and maintain acceptable price levels.• Provides pricing reports and sales & margin analysis for management• Completed technical estimates using cost models..• Adjusted prices via pre-set schedules, supply management department costs and other factors on regular basis.• Calculated correct costs for project-specific goods and services by gathering information from team members, sub-contractors and vendors.In addition to my main role as Pricing Analyst, I was able to work under the direction of the company's Controller where I obtained new Accounting skills and performed tasks such as the ones below. • Responsible for inputting CARs (Capitalization Appropriation Requests) into the Capitalization Appropriation Request Approval Workflow System (CARAWS), ensuring that each CAR is approved by all necessary approvers according to approval level.• Track and input all invoices (accounts payable) related to new projects into the Construction in Progress (CIP) account through the duration of project. Upon completion of project (Date of 1st use), start the capitalization process by completing the appropriate forms and sending to the Capitalization Team.• Securely maintain files containing sensitive financial information such as GL Account numbers, lockbox numbers, etc.Successful Projects • Secured $4.3M in funding for new manufacturing warehouse.• Secured $560k in funding to extend the lease on current training facilities. Show less

UPG Customer Account Manager

• Mar 2018 - Apr 2019

• Reviewed orders for accuracy, errors and omissions to minimize incorrect shipments.• Tracked and maintained orders to guarantee prompt and successful delivery of merchandise to customers.• Reviewed order terms and conditions with customers to comply with company policy.• Researched and addressed customer inquiries, questions and issues within 1 business day to promote optimal customer service.• Maintained client files with sales contracts, records of client interactions, client notes, and other information.• Interfaced with sales, operations and functional groups to facilitate order flow and meet processing metrics.• Fielded 25-30 incoming calls daily and addressed order questions and concerns to serve customer needs.• Liaised with management to resolve complex order issues and problems to maximize customer satisfaction.• Maintained knowledge of new product offerings and changes for order provisioning processes.• Forecasted with vendors to allocate stock ahead of customer order to reduce lead times.• Sent emails to communicate order status and informed customers of back-orders or shipping delays. Show less

Transportation Coordinator

• Mar 2015 - Mar 2018

• Called jobsite contacts (contractor) to verify jobsite readiness and communicate receiving requirements.• Determined most effective mode and routing of materials to customer locations and company facilities.• Planned and oversaw third-party shipments, managing stakeholder relationships and contracted rates.• Handled claims related to miss-shipments; issued related credits, debits, and Return Authorizations.• Collaborated with team members to facilitate returns quickly and provide outstanding customer service. Show less

Oil and Gas Administrative Technician

• Mar 2014 - Mar 2015

• Adhered to established procedures for handling sensitive and classified documents to retain chain of custody integrity. • Contacted document requestors and obtained additional information required to process document requests.' • Scanned paper documents into computer and assigned identification numbers to simplify tracking process. • Assisted with typing, data entry and answering incoming calls as required. • Checked daily incoming paperwork and documents and made copies before filing. • Distributed mail, interoffice correspondence and faxes to correct personnel within facility. • Processed form 1073 (change of operator) and researched to ensure accuracy of oil well location. • Communicated with new operator regarding missing or inaccurate information. • Updated databases to reflect transfer of ownership; Distributed copies of transfers to appropriate recipients. • Coordinated with I.H.S. Energy to ensure correct API numbers. • Assist in record search for API number assignments for intent to drill (ITD), researched/corrected records when notified of errors and make API number corrections. Show less