Operations Contracts & Finance<br />Todd Mortensen<br />San Jose State University<br />Business Finance<br />Finance & Bus...
About Me:<br />San Jose State University:<br /><ul><li>Business Finance Major (4th year)
Internal Vice President of The Pi Kappa Alpha Fraternity
Inter-fraternity Council Sports Chair
Midfield for SJSU Club Lacrosse Team</li></ul>Interests:<br /><ul><li>Football
Golf
Weight Training
Paintball</li></ul>2<br />Lockheed Martin Proprietary Information<br />
Objectives<br /><ul><li>Contract Order of Operations on Intra-Work Transfer Agreements (IWTAs)
Finance & Business Operations (F&BO): Managing Financial Cost Reports
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Mortensen Todd Presentation 7 28 Final

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Transcript of "Mortensen Todd Presentation 7 28 Final"

  1. 1. Operations Contracts & Finance<br />Todd Mortensen<br />San Jose State University<br />Business Finance<br />Finance & Business Operations<br />Lockheed Martin Proprietary Information<br />1<br />
  2. 2. About Me:<br />San Jose State University:<br /><ul><li>Business Finance Major (4th year)
  3. 3. Internal Vice President of The Pi Kappa Alpha Fraternity
  4. 4. Inter-fraternity Council Sports Chair
  5. 5. Midfield for SJSU Club Lacrosse Team</li></ul>Interests:<br /><ul><li>Football
  6. 6. Golf
  7. 7. Weight Training
  8. 8. Paintball</li></ul>2<br />Lockheed Martin Proprietary Information<br />
  9. 9. Objectives<br /><ul><li>Contract Order of Operations on Intra-Work Transfer Agreements (IWTAs)
  10. 10. Finance & Business Operations (F&BO): Managing Financial Cost Reports
  11. 11. Operational Excellence
  12. 12. Leadership Experience</li></ul>3<br />Lockheed Martin Proprietary Information<br />
  13. 13. Operations<br />Objectives:<br /><ul><li>Manage IWTA’s from start to contract closeout
  14. 14. Ensure proposal submittals and administrative modifications are compliant and of a quality our customers expect</li></ul>Responsibilities:<br /><ul><li>Using business tools such as ECS, SAP and eIWTA to Review and approve IWTA modifications using applicable command media (see next slide) </li></ul>Results:<br /><ul><li>Customers approvals are obtained for accountability.
  15. 15. Maintained communication with all Points of Contact (POCs) regarding status of IWTA funding and Period of Performance (POP) to ensure timely contract close-out</li></ul>4<br />Lockheed Martin Proprietary Information<br />
  16. 16. Contract Command Media<br />5<br />Lockheed Martin Proprietary Information<br />
  17. 17. Finance & Business Ops. (F&BO)<br />Objectives:<br /><ul><li>Ensure contract costs are maintained to budget
  18. 18. Provide major functional organizational (MFOs) with cost reports in support of various IWTAs
  19. 19. Support various requests for financial reports from Central Accounting to support internal and external company requirements</li></ul>Responsibilities:<br /><ul><li>Evaluate feedback from customers to determine corrective action.
  20. 20. Manage financial reports on a weekly basis to ensure cost to budget.</li></ul>Results:<br /><ul><li>Increased company write-on’s by holding customers accountable for weekly spending. </li></ul>6<br />Lockheed Martin Proprietary Information<br />
  21. 21. Weekly Cost Report<br />7<br />Lockheed Martin Proprietary Information<br />
  22. 22. Leadership Experience<br /><ul><li>Time Management: organizing cost reports to sustain within budget
  23. 23. Team Player: working cohesively with the group.
  24. 24. Communication skills: critical to ensure all contract requirements are obtained and acquired effectively.
  25. 25. Taking Initiative: rising up when one of my leads took a medical leave of absence
  26. 26. Intern Events:
  27. 27. Solar Array Tour
  28. 28. Meet the VPs (John Kowalchik & Julie Sattler)
  29. 29. Executive Shadowing (Byron Ravenscraft) – 8/8/2011</li></ul>8<br />Lockheed Martin Proprietary Information<br />
  30. 30. Special Thanks To…<br /><ul><li>Manager: Pamm Maxwell
  31. 31. Contract Leads: Mari Long & Jon DeOcampo
  32. 32. Finance Leads: Val Washington, Michelle Dan, & Susan Guan
  33. 33. Lockheed Martin Internship Committee </li></ul>Thank You All!!!<br />9<br />Lockheed Martin Proprietary Information<br />
  34. 34. Questions?<br />10<br />Lockheed Martin Proprietary Information<br />
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