1. Jessica Ann Garcia
5678 Berryhill Dr., Eastvale, CA 92880
Phone: 310-386-0534 Email: jessica.garcia@sce.com
PROFESSIONAL PROFILE
• Serve as a single point of contact providing strong customer service to Account
Managers and Account Executives
• Demonstrated experience working with diverse teams such as; all levels of
management, peers, customers and other business units to meet business needs
• Highly effective problem solver with the ability to make recommendations and
analyze the situation.
• Strong analytical, organizational and problem solving skills and attention to detail
and accuracy of data
• Strong oral and written communication skills
• Work well under pressure with a heavy workload and able to meet tight deadlines
• Proficient in the use of MS Word, MS Excel, MS Powerpoint, MS Visio, MS
Project, Lotus Notes, Lotus Notes Document Library, Lotus Notes Meeting
Manager, Internet, Encost, and CSS, CRM, MS Access, SMART, SAP
PROFESSIONAL EXPERIENCE
Southern California Edison
Analyst Program/Project 3, Business Customer Division, September 2013 – Present
• Provide analytical support to Strategic Customers Solutions management teams
for OpX and Strategic Projects
• Organize, lead, and manage project meetings
• Lead analyst for BCD in the Preferred Resources Pilot
• Analyze customer data and provide recommendations
• Provide project and analytical support to Strategic Customer Solutions project
managers in the areas of Added Facilities, Method of Service, interconnections,
and Wholesale generation
• Provide analytical and project management support for customer service aspects
of the associated large customer and generator projects
• Maintain the customer owned substation list used by CSBU and TDBU
• Assist in CSBU interconnection project tracking and project management and
ensure timely deliverables while interacting with some of SCE’s largest and
highest revenue customers
• Responsible for analysis, reporting and decision making for conformance
deadlines and service contracts
• Track all steps for Retail Meter installation, retail account set up, and coordination
between Planning and Meter service departments
2. • Work closely with customers and billing department to resolve billing issues and
ensure customer is billed on time each month
• Interface and collaborate with various organizations including organizations
(outside of Customer Service), large retail customers and wholesale generators to
track and monitor project schedules and contract deliverables
• Provide status updates and responsible for follow-up actions and deliverables
with the customer and/or SCEs business units including Major Customer Billing,
Customer Call Center, Meter Services Organization, Major Projects Organization,
and Field Engineering
• Manage the process for new wholesale generator retail contracts and meter
installation
• Track and report the status of all tasks for the end to end process, and update
project members a regular basis
• Provide rate communication to the new wholesale generators to determine the
best applicable rate
• Strong oral and written communication with wholesale generators customers
during the interconnection process
• Process Standby contracts and ensure all generator accounts are on the correct rate
with the correct standby and supplemental demand levels
Southern California Edison
Analyst Program/Project 2 Business Customer Division, January 2011 – September 2013
• Support four Account Executives and Account Managers and one project manager
by assisting in promoting of energy efficiency projects and opportunities, and
developing leads
• Consult with customers using strong customer service skills by keeping them
informed of programs and services through e-mail blasts, mailers and other
communication efforts
• Use strong analytical skills to routinely resolve issues and answer questions
regarding billing, credit, metering, outage notification and communication,
updating CRM, Encost, Webi,CPR, SMART, Energy Efficiency reports and
projects
• Use project management techniques to work on rep assignments, Webi reports,
and IDSM reports
• Strong personal mastery at being very organized and prioritizing.
• Handle unanticipated high-priority assistance needs such as rescheduled planned
outages and unplanned outages well and know where to go for quick response
support to resolve outages and service planning issues
• Use analytical background to provide high level assistance with rate analysis,
Energy Efficiency, and Demand Response support to help customers in reducing
their bills
3. • Assist account representatives by notifying customers of events and being
available to assist with placing bids or relaying event information as it pertains to
Demand Response
• Review and analyze customer usage to determine if the customer is on the
appropriate rate
• Strong computer skills and knowledge to update CRM entries in a timely manner
as appropriate for Analyst role
• Assist Account Executives/Managers in following up with Energy Efficiency
projects, opportunities, and leads
• Assist Account Managers with inputting Energy Efficiency applications using the
online tool
• Analyze customer patterns to assist with billing problems, Energy Efficiency
and/or Demand Response incentive issues, planned and unplanned outages, and
other customer care issues in a timely manner
• Strong knowledge of rates and tariff schedules to review large industrial accounts
to be assigned to reps
• Effectively communicate with Management, Account Executives/Managers, and
customers to meet business needs
• Attend customer visits with Account Executives/Managers when requested
• Single point of contact for Account Executives/Managers and customers to
resolve any issues
• Experience creating/editing complex reports and presentations
• Experience presenting ideas and information to groups of both internal and
external audiences
• Analyze current account reps customer assignments and provide
recommendations to the reps and managers to move customers to a different
segment or rep based on information provided
• Work closely with customers and billing department to resolve billing issues and
ensure customer is billed on time each month
• Work on special projects as assigned by Manager and Segment Director; for
example, provide high level customer assignment reports based on location, size,
etc.
• Provide analytical and project management support for customer service aspects
of the associated large customer and interconnection projects
• Assist in Customer Service interconnection project tracking, project management
and insurance of timely deliverables while interacting with some of SCE’s largest
and highest revenue customers. Primary responsibility for analysis, reporting and
decision making for conformance to deadlines and service contracts.
• Regularly review the associated accounts and contracts making decision on
appropriate actions such as project plan revisions, service contract revisions,
stand-by rate applicability and other account management functions needed to
support the MMP2 and AM3
4. • Interface and collaborate with various organizations including organizations
(outside of Customer Service), large retail customers and wholesale generators to
track and monitor project schedules and contract deliverables
• Provide status updates and responsible for follow-up actions and deliverables
with the customer and/or SCEs business units including Major Customer Billing,
Customer Call Center, Meter Services Organization, Major Projects Organization,
and Field Engineering
• Manage the process for new wholesale generator retail contracts and meter
installation
• Track and report the status of all tasks for the end to end process, and update
project members a regular basis
• Provide rate communication to the new wholesale generators to determine the
best applicable rate
• Strong oral and written communication with wholesale generators customers
during the interconnection process
• Westminster Hub Life Safety Coordinator
Southern California Edison
Upgraded Analyst Program/Project Business Customer Division, July 2010 – January
2011
• Temporarily upgraded to support five Account Executives and assist in promoting
of energy efficiency projects and opportunities, and developing leads
• Consult with customers using strong customer service skills by keeping them
informed of programs and services through e-mail blasts, mailers and other
communication efforts
• Use strong analytical skills to routinely resolve issues and answer questions
regarding billing, credit, metering, outage notification and communication,
updating AcctTrak, Encost, DSM Workbook, Webi,CPR, SMART, Energy
Efficiency reports and projects
• Use project management techniques to work on rep assignments, DSM
Workbook, CPR reports, and IDSM reports
• Strong personal mastery at being very organized and prioritizing.
• Handle unanticipated high-priority assistance needs such as rescheduled planned
outages and unplanned outages well and know where to go for quick response
support to resolve outages and service planning issues.
• Use analytical background to provide high level assistance with rate analysis, EE,
and DR support to help customers in reducing their bills
• Assist account representatives by notifying customers of events and being
available to assist with placing bids or relaying event information as it pertains to
Demand Response
5. • Review and analyze customer usage to determine if the customer is on the
appropriate rate
• Strong computer skills and knowledge to update AcctTrak entries in a timely
manner as appropriate for Analyst role
• Assist Account Executives in following up with Energy Efficiency projects,
opportunities, and leads
• Analyze customer patterns to assist with billing problems, EE and/or DR
incentive issues, planned and emergency outages, and other customer care issues
in a timely manner
• Strong knowledge of rates and tariff schedules to review large industrial accounts
to be assigned to reps
• Effectively communicate with Management, Account Executives, and customers
to meet business needs
• Attend customer visits with Account Executives when requested
• Single point of contact for Account Executives and customers to resolve any
issues
• Experience creating/editing complex reports and presentations
• Analyze current account reps customer assignments and provide
recommendations to the reps and managers to move customers to a different
segment or rep based on information provided
• Westminster Hub Life Safety Coordinator
Southern California Edison
Administrative Assistant Business Customer Division, November 2008 – January 2011
• Use strong analytical skills to review rates and tariff schedules to review large
commercial and industrial accounts.
• Review, research, and analyze unassigned customer accounts in CSS and Encost
to determine which segment and rep the new customer should be assigned to.
• Create and maintain weekly reports and provide data assignment
recommendations to Commercial, Mid-Market, Government and Institutions, and
Industrial Managers for rep assignment
• Support BCD Analysts by analyzing customer data to provide accurate account
and load information from CSS as well as past billing history information from
Encost. This includes information such as; account numbers, in service dates,
customer account numbers, address, max kW, usage paterns, etc.
• Support Industrial Segment Manager, Account Managers, Account Executives
and Westminster Hub to meet business needs by answering customer calls and
directing critical calls/messages with urgency.
• Use strong oral communication skills to answer highly sensitive and confidential
phone calls for Managers
• Review and revise Managers Lotus Notes calendar
6. • Schedule and coordinate meetings and travel arrangements.
• Use strong presentation skills to prepare meeting presentations, agendas and take
meeting minutes for monthly team meetings.
• Process Expense Reports in SAP. Ensure accurate information, such as time off
has been entered appropriately.
• Review and analyze sensitive data to output and generate monthly CPR and DSM
reports to manager
• Develop the Industrial monthly letter. Send out email communications to the
managers requesting information to input into the report.
• Review, combine, and gather information to submit to Industrial Segment
Director. Analyze issues to determine if it's significant for the monthly letter
• Work with SAP to extract reports, create service entry sheets, non-po payment
expense reports, and create purchase order requisitions.
• Assist Search and Rescue Team Coordinator with appropriately tracking all
activities of the Westminster Search and Rescue Team
• Continuously work on various projects to meet business needs while using project
management skills and techniques.
• Continuously take on additional tasks to increase skills and learn additional
functions
• Assist in the preparation of various presentations for Account Managers to use for
Utility and Demand Response conferences and meetings. Gather and analyze data
from multiple sources to be put into the presentations
• Update collateral material and ensure all Energy Efficiency and Demand
Response fact sheets are up to date to assure customer all program information is
accurate
• Work with AcctTrak, CSS Workstation, Encost, and SMART programs
• Change advocate for Lotus Notes 8 deployment for segment and assisted team in
current work area and will assist team in deployment of Microsoft Office 7
• Responsible for updating the Industrial Segment document library
• Westminster Hub Life Safety Coordinator
Southern California Edison
Administrative Clerk Transmission and Distribution, September 2008 – November 2008
• Took project analyst lead to assist the project manager on the potential sale of the
water and gas utilities
• Use strong knowledge of excel to analyze and prepare detailed spreadsheets to
define the water and gas department’s assets, permits, contracts and liabilities that
are owned by the water and gas department
• Assist in the reduction in forces process by determining the employees that would
transfer to the new company
7. • Analyze employee data to create a reduction in forces financial impact scenario
which includes: annual wage differentials and severance pay for surplus
employees
• Analyze, read and understand the union contracts and define the red circle
employees
• Analyze employee data to create spread sheets with different scenarios of what
employees may do, i.e. bump, transfer to new company, or transfer within SCE
and make recommendations to management
• Make strategic recommendations regarding the reduction in forces process
concerning employee’s thoughts and feelings of the potential sale
• Set up and attended project meetings and conference calls.
• Take meeting minutes and email action items to the appropriate people
• Create meeting agendas and itineraries
• Attend meetings with key stakeholders
• Create and maintain an action item log
• Write response letters to the key stakeholders regarding their questions and
concerns regarding the potential sale
• Create PowerPoint presentations for internal meetings
• Work with different business units and departments to ensure the project manager
has all information pertaining to the water and gas sale
Southern California Edison
Administrative Clerk Transmission and Distribution, December 2007 – August 2008
• Assist the plant superintendent with emails, answering phone calls, writing
memos with spelling and grammar accuracy, scheduling appointments and
planning meetings and conference calls, filing and special assignments
• Responsible for accounts payable. Receive invoices and enter them into SAP on a
non-PO payment request and send the original documentation to Accounts
Payable
• Analyze data and enter data into excel spreadsheets for my daily reports for the
generation portion of the plant. The reports include a gas plant log, an operator’s
log, and a peak load for the diesel generators. Analyze the data and convert the
information into graphs and charts as needed for the daily, weekly, and monthly
reports
• First back up for entering each crew’s time-sheets into SAP
• Order propane for the gas plant, and schedule the delivery date
• Process and assist with the diesel and propane deliveries
• Reconcile the plant superintendent’s credit card as well as my company credit
card.
• Responsible for scheduling annual compliance training and reserve the proper
conference rooms needed for the training
8. • Deal with a diverse work load daily and adjust to changing priorities.
• Take meeting notes and track action items and follow up on them to ensure they
were taken care of.
• Make employee travel arrangements upon request
• Prepare expense reports for employees when needed
• Assist the plant superintendent with the budget expenses, and provide
recommendations and analyze data to keep our budget allowance for the year.
Gather and analyze data regarding the budget and put into a spreadsheet detailing
our expenditures, and advise what needs to be cut back.
• Assisted in the development of an action plan to keep the plant O&M budget on
target
• Deal with high volume of confidential information daily.
• I have been trained on making notifications in SAP, creating orders, and non
energy billing
Avalon Dental Clinic
Receptionist, September 2001 – December 2007
• Primarily responsible for supervising inner office employees
• Schedule appointments for dental visits and cleanings
• Make reminder calls prior to scheduled appointments
• Make calls to change appointments to accommodate emergencies
• Bill insurance companies and follow up on payments
• Bill patients after insurance payments have been received
• Pull patient charts and file daily
• Maintain office records and prepare bank deposits
• Occasionally assist in dental procedures and develop x-rays
• Maintain a clean and orderly working environment
• Operate computer and other office machines.
Hotel St. Lauren
Accountant, June 2003 – February 2008
• Process accounts payable
• Print accounts payable checks and mailing to vendors
• Maintain and file all accounts payable warrants
• Balance daily cash receipts and input into Peachtree accounting system
• Prepare bank deposits and take to the bank
• Review employee time sheets, code and input into payroll accounting system.
Maintain and file payroll reports and time sheets
• Track sick and vacation time taken by employees
9. • Maintain records and file
• Complete other tasks as requested
• Operate computer and other office machines
Hotel St. Lauren
Front Desk Clerk, May 2005 –September 2007
• Primarily responsible for supervising and training new employees
• Checking hotel guests in and out of the hotel
• Answering phone calls and assisting with guest questions and directions
• Informing callers of the hotels availability and pricing
• Provide information on transportation services on and off the Island
• Handle guest complaints and various problems that arise with guests, hotel
maintenance or any other issues directed to the front desk
• Make hotel reservations and or cancellations for guests and process paperwork
EDUCATION AND PROFESSIONAL DEVELOPMENT
• Certificate in Project Management, University California Irvine, November 2011
• Bachelor of Science in Business Administration, Colorado Technical University,
August 2009
• Associate of Science in Business Administration, Colorado Technical University,
May 2008
• Certificate in Business Concepts, Colorado Technical University, April 2008,
Certificate in Management, Colorado Technical University, May 2008
10. • Maintain records and file
• Complete other tasks as requested
• Operate computer and other office machines
Hotel St. Lauren
Front Desk Clerk, May 2005 –September 2007
• Primarily responsible for supervising and training new employees
• Checking hotel guests in and out of the hotel
• Answering phone calls and assisting with guest questions and directions
• Informing callers of the hotels availability and pricing
• Provide information on transportation services on and off the Island
• Handle guest complaints and various problems that arise with guests, hotel
maintenance or any other issues directed to the front desk
• Make hotel reservations and or cancellations for guests and process paperwork
EDUCATION AND PROFESSIONAL DEVELOPMENT
• Certificate in Project Management, University California Irvine, November 2011
• Bachelor of Science in Business Administration, Colorado Technical University,
August 2009
• Associate of Science in Business Administration, Colorado Technical University,
May 2008
• Certificate in Business Concepts, Colorado Technical University, April 2008,
Certificate in Management, Colorado Technical University, May 2008