Created by Terri A. H.
Statement of
I affirm that I am the creator, designer and author of all the information and the materials contained within this e-Portfolio which demonstrates my work experience and skills. I attest that this is my work and honest representation of my skills.
All confidential information have been redacted and replaced with fictitious data.
– Terri A. H.
Project & Document Coordinator with Advanced Excel (Pivot, Formulas, Macros & Queries)
Thank you this is amazing! I was so shocked at all of the work you were able to do on this. Please let me know when you have some time this week to talk for a bit about your updates and what the next steps should be. If you see an opening in your schedule let’s put some time together there to talk.
– Johnathan H., Ellucian
Terri- Thank you again for all of the support you provided during your time here!!!!!! We super appreciate your flexibility and drive to dive in to the craziness that is the forms analyzer.
– Cindy M., Ellucian
Terri assisted greatly with pretty much everything under the sun and more and never turned you down, always would lend a hand. I used to tease Terri about being the Master of Excel as she always found ways to make mine look and function all that much better!
– Michael J., DPE IBM
Terri is a good person and was a pleasure to work with. She is very detail-oriented and functions independently with very little to no supervision. She asks all of the right questions when presented with a difficult task and went beyond the minimum expectation for her job responsibility.
– Renee S., Bristol-Myers Squibb
Terri is an enthusiastic, resourceful and dedicated professional. She forms strong and effective relationships with clients, stakeholders, and coworkers. These attributes combined with her drive, attitude, and skill enable her to achieve challenging goals while maintaining high customer satisfaction.
– Savas P., Program Manager, PMP®
Terri is exceptional in both her work ethic and execution of all responsibilities she is assigned. In fact, Terri consistently goes outside her assigned duties and responsibilities to ensure a high quality job is completed and does that in a very professional manner.
– Chris M., IBM
For more than seven years she assisted the IBM Program Executive by managing the financials and administering a contract with a total value of over $10M. Terri’s work was very visible to the customer and her willingness to go the extra mile often resulted in positive feedback in the form of high customer satisfaction ratings to IBM.
– Steve P., IBM Project Executive
Always eager to help others and provide much needed information within a timely manner made you a key member amongst our team. I believe that you would be a valuable and reliable asset to any team, being flexible and willing to adapt to fast paced activities, and the ever changing business world.
– Paula H., Firmenich
I found that she was dependable and overly helpful; frequently she would go above and beyond her day-to-day responsibilities to provide me with the information that I needed to do my own job. And, most importantly she was always pleasant to work with.
– Elliot S., Firmenich
Terry is detail oriented, she strive to work and fulfill the administrative task so efficiently that she became my go to person. Her positive and conscientious attitude shine in whatever she undertakes to do.
– Etienne B., Perfumer Firmenich
I have always known Terri to be an intelligent and amicable person, who was always dedicated to her job, to learning and applying new skills, and supportive of her colleagues.
– Hank K., Firmenich
Terri is diligent to do a good job in whatever she is doing and possesses strong people skills. She was very helpful to me in my role and has a strong sense of ‘team’.
– Carrie W., DPE IBM
Day to Day Project Administrator Responsibilities at IBM
CONTRACT INITIATION Project Control Book Creation • Customized the standard contract template to the project requirements. Project Repository Creation • Posted documentation to the Project Repository. • Collected signed documents (Project Change Requests (PCRs)) before work is performed and logged. • Ensured all required documents were posted by stakeholders.
CONTRACT Audit Readiness • Maintained the Contract Master file and identified exceptions to the Engagement Manager. • Completed the executed Checklist and FIC Self Assessments on a quarterly basis. • Assisted in managing exceptions to closure. • Executed owned activities on the Project Closure Checklist activities. Project Control Books • Maintained, tracked, and reported the plans and required logs and reports; Schedule, Change, Risk, Quality, Deliverables, Subcontractor, Issues Tracking, and Communications.
ENGAGEMENT MANAGEMENT Supported Engagement Manager in all aspects of project. Performed the following tasks on behalf of Engagement Manager: • Created a Contract Team Room (Document Repository). • Obtained all plans required for the project and posted in the Contract Team Room; Issues, Change, Communication, Financial, Deliverables, Risk, and Customer Reference. • Completed the Project Management System Summary and posted. • Reviewed required plans on a monthly basis. • Managed/Owned Contract Team Room. • Executed the contract closeout checklist, sent all documentation to proper repositories, and validated that all items have been completed. Fulfilled the Engagement Manager Role Performed the tasks described in the Section shown above, AND: • Led the Delivery Transition Review when needed. • Maintained Team Room security for team member’s access. • Assisted with customer relationship, if needed, during delivery and steady state of the contract. • Created and maintained all required contract plans. • Completed and submitted End of Engagement documentation.
FINANCIAL EXECUTION SERVICES Completed Variance Analysis • Reviewed revenue and cost variances to plan and reported. • Computed Estimate to Completion based upon results. Financial Status Reporting • Gain the Engagement Manager’s approval for an updated PM forecast in STRAT. • Entered the financial management spreadsheet, reconciliation & CGP reports in Team Room. • Prepared initial draft of the “Deep Dive” and appropriate Financial Status Report. Financial Tracking • Created the Financial Management Tracking Plan to accommodate the collection and analysis of actuals for all project elements. • Produced labor Claim reports for reported activity. • Finalized the FMT and submitted to appropriate parties. PCR Impact to the Financial Plan • Adjusted the Financial Management Baseline for adjustments to GPE due to PCRs (200+ PCR's total $24.6M). Reconciliation • Extracted CGP on a monthly basis and entered inputs into the Financial Management Spreadsheet. • Reviewed labor sources including Claim input to the analysis. • Updated/analyzed the Revenue/Cost Elements and compared planned vs. actual achievement.
FINANCIAL INITIATION SERVICES Financial Baseline Planning • Created the Financial Baseline based upon the GPE content and adjustments. • Loaded Financial Management data into the Financial Management Spreadsheet. • Finalized the completed spreadsheet with the Engagement Manager. Financial Data Retrieval • Obtained and reviewed the original, quality assured GPE file. • Reviewed the planned revenue, cost and expected gross profit according to the approved GPE.
PROCUREMENT EXECUTION Hardware/Software Billing • Gathered inputs from all contractually agreed to chargeable areas for billing purposes from SOW, PO's, PCR’s, and other management approved charges as appropriate. • Generated the appropriate complex special billing with appropriate approvals. • Maintain a detailed invoice backup report for the Engagement Manager to use with the client as necessary. Order Coordination • Received Order Request from the Delivery Project Executive/Engagement Manager and ensured it conforms to the SOW. • Placed the order and notified the Delivery Project Executive/Engagement Manager of shipping and delivery information. • Verified Client Receipt and verified Proof of Delivery. • Managed ordering and shipment exceptions as needed. Specialized Orders • Executed alternate sourcing processes as appropriate. • Executed responsibilities in the Trade In and RMA Processes.
PROCUREMENT INITIATION Vendor Quote Management • Validated currency and accuracy of vendor quote through the Delivery Project Executive/Engagement Manager. • Setup Ordering Profile for the project.
SITE FULFILLMENT Coordinate Asset Information • Maintained an accurate asset inventory (manufacturer, model/type, serial number) of hardware procured the SOW. • Coordinated physical inventories to reconcile the asset inventory.
SPECIALIZED INVOICING Monthly Billing • Gathered inputs from all contractually agreed to chargeable areas for billing purposes from SOW, PO’s, PCR’s, and other management approved charges as appropriate. • Gained the Engagement Managers approval of work eligible for billing with five days prior to the billing cutoff. Generate customer numbers as appropriate to be used for billing purposes. • Generated the billing in a standard format and reviewed with the Engagement Manager for accuracy prior to its release. • Release Project Billing to the NSSO as appropriate to Business Conduct Guidelines with the appropriate level of approvals. • Maintained a detailed invoice backup report for the Engagement Manager to use with the client as necessary.
