Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

CHARLI KALTVED

Maricopa,AZ

Summary

Dedicated Team Player offering expertise in process improvement, training, budgeting and forecasting. Thoughtful Project Specialist who operates efficiently and creatively in fast-paced environments.

Overview

22
22
years of professional experience

Work History

Southwest Fulfillment Manager

Hussmann Corporation
01.2018 - Current
  • Monitoring, measuring and modifying transactional processes and procedures to effectively and efficiently meet customer needs and business objectives.
  • Oversees administrative team including hiring, managing, coaching, training, developing and disciplining of service and installation office staff while ensuring all monthly business operation goals are met.
  • Oversight of all financial aspects within District to include journal entries, PO processing, billing/invoicing, reconciliation of accounts.
  • Responsible for oversight and coordination of cost center to ensure that all internal transactions are properly recorded and reimbursed through proper accounts within organization.
  • Identifies appropriate and effective methodology to deploy problem solving efforts resulting in boosted performance and rising accuracy.
  • Interacts harmoniously with Intercompany personnel as well as external companies to ensure streamlining of cross system entries and support of efficient interactions.
  • Established effective communication among team members for enhanced collaboration and successful goal completion.

Project Management Coordinator

Audio Video Resources
07.2013 - 02.2014
  • Make travel arrangements for ICG team and Owner
  • Manage timesheet entry including weekly reports for Project Managers Create subcontract requests for Project Managers if needed for specific jobs
  • Create Rental request for jobs that require rentals and communicate delivery and pick-up logistics
  • PRS reporting Job costing Job Cost Analysis Job set-up and change order set-up
  • Handle all insurance requests for jobs
  • Create preliminary lien notices for jobs
  • Monthly EAC budget uploads
  • Manufacturing pricing uploads
  • Keep track of Education certificates and Training certificates
  • Communicating this information to Marketing and H.R
  • Handle education and training course registration
  • Job close out in Sales Force (ERP/MRP system)

Project Manager/Business Development

All Pro Industrial Finishing
06.2008 - 03.2013
  • Establish and maintain profitable business relationships with new and existing customers
  • Quote/Estimate/Schedule/Purchase/Job Costing Analysis for new and recurring projects using JobBoss MRP/ERP system based on detailed and sensitive blue prints, electronic files or via reverse engineering
  • Create business proposals, purchase orders, packlists and invoicing
  • Maintain visibility of MRP/ERP JobBoss system and communicate/reschedule variances based on shop capacity/material availability
  • Market Research Lead/Coordinate team actions through qualification process in order to become an "approved vendor" on high profile customers including highly sensitive Military contracts
  • Material procurement determination and management of vendors/purchase orders/invoicing based on competitive and strategic pricing agreements

Lead Coordinator/Expeditor

Advanced Integration Technologies
08.2004 - 06.2008
  • Coordinated all aspects of high visibility and critical projects including, estimating/costing, order acceptance, procurement of materials, fabrication, quality requirements, setting up/maintaining delivery schedule, outsourcing determination etc
  • Implemented a set of comprehensive tracking processes to monitor vendor performance
  • Maintained great "partnership" relations with vendors
  • Scheduled pull-in's and push out's per customer requirements/shop capacity using "Visual" MRP system, communicated requirements to vendors in a timely manner
  • On the "Continuous Improvement Team" who successfully helped train 105 employees for the switch over from RealTrac MRP system to Visual
  • Initiated and facilitated Kan Ban orders, maintaining inventory control and quality assurance
  • Assisted Engineering Department with development of new projects including researching costs of materials, design, material/finish options etc
  • Key in development of Customer Service Department, including creating and publishing of official Standard Operation Procedures
  • On Internal Audit Team

Business to Business Sales/Office Manager

New Choice Communications
03.2002 - 05.2004
  • Maintained all Accounting functions including payroll, overhead costs, office supplies and equipment (including maintenance), client entertainment budgeting etc
  • Supervised and Managed 60-75 employees ensuring highest quality staffing and training
  • Scheduled employees accordingly in order to meet or exceed monthly contracted sales goals
  • Acquired and distributed business leads to business to business sales associates
  • Handled all escalated sales calls and quality reviews/monitoring of sales calls
  • Acquired/Maintained Business Contracts for products marketed

Corporate Travel Agent

Cendant Travel Agency
09.2001 - 02.2002
  • Investigated and resolved customer inquiries and complaints in timely and empathetic manner
  • Supervised and Managed 60-75 employees ensuring highest quality staffing and training
  • Scheduled employees accordingly in order to meet or exceed monthly contracted sales goals
  • Acquired and distributed business leads to business to business sales associates
  • Handled all escalated sales calls and quality reviews/monitoring of sales calls
  • Acquired/Maintained Business Contracts for products marketed

Education

Associate of Arts - Psychology

Central Arizona College
Maricopa, AZ
2018

Business/Accounting

Central Arizona College
Coolidge, AZ
2016

Organizational Management

Maricopa Community Colleges - Rio Salado Community College
Tempe, AZ
2010

Travel Agent/ Reservationist Certificate - Travel Agent

Travel University International
Honolulu, HI
1995

Skills

  • Excellent communication skills
  • Results-oriented
  • Database management
  • Self-directed
  • Customer service-oriented
  • Critical thinker
  • Accurate and detailed
  • Pleasant and Encouraging demeanor
  • Excellent planner and coordinator
  • Notary (not currently registered)
  • Invoice processing AR/AP
  • Internal Auditing and Continuous Improvement Minded

Timeline

Southwest Fulfillment Manager

Hussmann Corporation
01.2018 - Current

Project Management Coordinator

Audio Video Resources
07.2013 - 02.2014

Project Manager/Business Development

All Pro Industrial Finishing
06.2008 - 03.2013

Lead Coordinator/Expeditor

Advanced Integration Technologies
08.2004 - 06.2008

Business to Business Sales/Office Manager

New Choice Communications
03.2002 - 05.2004

Corporate Travel Agent

Cendant Travel Agency
09.2001 - 02.2002

Associate of Arts - Psychology

Central Arizona College

Business/Accounting

Central Arizona College

Organizational Management

Maricopa Community Colleges - Rio Salado Community College

Travel Agent/ Reservationist Certificate - Travel Agent

Travel University International
CHARLI KALTVED