James C. Valdez
Halswell,Auckland
Overview
22
22
years of professional experience
Work History
Senior Cost Engineer
Worley New Zealand
06.2021 - Current
Cost Controller
City Railway
08.2020 - 06.2021
- For the Link Alliance projects and assigned to
- Aotea with an overall budget of >$100M
- Responsibilities:
- Monitoring of project costs and preparing an accurate forecast
- Reviewing and approving Purchase Orders requisition and invoicing
- Reviewing subcontractor’s payment claim
- Assist Project Managers and Quantity Surveyors to monitor project budgets and forecast
- Prepare Earned Value Reporting and Productivity ratio
- Prepare Cashflow, Quantities curves (Actual vs Planned) project management software
- Primavera P6, MS Office (Word
- Excel, Power point, SharePoint
- Outlook and Power BI.
Associate Project Controls Coordinator
Worley Parsons Ltd
01.2019 - 08.2020
- Received two recognitions from the Director of PMO and
- Power Department for my contribution on preparing cost financial reporting for the Exxon Mobil Project – Retail and Power – Portfolio Cost
- Reporting during my first three months from the company
- Responsibilities:
- Monitoring of project costs, liaising with members of the team to set project budgets, financial control and invoicing
- Project set-up and controls in line with Jacobs processes
- Assist Project Managers to monitor project budgets and forecast
- Prepare project plans and programmes
- Prepare the Cost Breakdown Structures (CBS) and input in
- Ecosys Project Controls System
- Monitor project Jacobs cost and revenue cost
- Review monthly cost forecast in Workbook and IPCS Ecosys
- Supports the PM on processing contract changes or claims
- Brief and continually work with technical leads on delivery, financial management
- Preparing Engineering Schedule using Microsoft Project or
- Primavera P6
- Acting Project Managers for all Power Department projects and reviewing and updating projects and submitting Portfolio reports to Manager of Projects
- Perform other functions as required.
Cost Controller
Hort Developers Ltd
09.2017 - 12.2018
- Provide project cost management support services for projects during their full life cycles
- Provide cost control reporting, KPI for stakeholder, project managers and project engineer
- Provide project forecast to complete, forecast at completion
- Work closely to the project planner to achieve a common understanding of project progress, risk and issues
- Utilize project benchmarking and cost reporting data to identify divergences from project plans & control budgets and advise on opportunities for improvement
- Facilitate the interfaces and dataflow between business services and the finance & business planning departments to meet corporate reporting and accounting needs
- Ensure the identification, capture and application of internal and external lessons learned
- Preparing payment progress claims for subcontractor during the
- NZ refining shutdown
- Conducting weekly project cost and progress review with the project engineer
- Preparing and providing cost (CBS) and work (WBS) breakdown structure and Cash Flow
- Raising purchase orders for materials and services
- Prepare and submit journal ledger to the Refining NZ finance department
- Perform other functions as required.
Construction Support
Te Puke, Bay of Plenty
04.2017 - 09.2017
- Checking and taking of measurements for artificial canopy shelter needed
- Threading of canopy shelter cloth
- Checking Quantity of Materials used for existing project s and to be used for new projects
- Checking materials inventory
- Created and implemented Warehouse system
- Performing Wire works
- Administrative works
- Perform other functions as required.
Cost Control Engineer
Global Petroproject Services Ag / Saipem SA / Petromar Ltd, Angola
09.2007 - 02.2017
- Achievement: Involved in multiple major capital projects from
- Renovation of Offshore Platform, Fabrication and Installation of new
- Liquefied Natural Gas pipeline with average budget of $3M USD per project
- Consolidate the Cost Breakdown Structure on the base of the
- Commercial Budget
- Identify the number of cost control resources necessary to control the project
- Issue the Project Cost Control Procedure and input CBS to the system to allow procurement and accounting cycle
- Monitor cost coding system is properly applied during execution phase
- Revise promptly the control budget for both revenues and cost with all agreed changes
- Monitor subcontracts, progress and the value of work done against the invoices received
- Review monthly forecast to complete, any deviation from baselines and the effect of the corrective actions taken by the
- Project Manager
- Conduct review with Project Controls Engineer and Project
- Manager the risks/opportunities status
- Issue monthly cost report inclusive of details and written comprehensive analysis of performance, trends, deviations and assumptions
- Feed the Control Management Systems as per relevant procedures checking and maintaining a regular matching with company official forecast
- Keep updated the cost / revenues forecast relevant to the intercompany services, to allow the updating of the intercompany service agreements
- Supports the Project Manager during the contract changes/claims process providing the cost impact analysis
- Support the Project Manager for the preparation of the project close-out report and the cost feedback data to Project Control
Invoice Controller
Mark Ryan Air-Conditioning Services
03.2002 - 09.2006
- Preparing estimate for the repair or installation of new water line piping, ducting and insulation and submitting to client for approval
- Checking and buying of materials needed for the project
- Assisting work on site
- Preparing and submitting invoice after completion of the project
- Evaluation of Site Instruction and Technical Queries
- Compiles data from vendor invoices and supporting documents to verify accuracy of billing data and to ensure receipt of items ordered
- Compares invoices against purchase orders and shipping and receiving documents to verify receipt of items ordered
- Collect official price revision indexes as specified by local bulletins recognized by the contracts
- Evaluation of new prices previously not included in the contract
- Monitored Duck Workshop Fabrication and Controlled Materials
- Provide new cost estimates for any additional job
- Perform other Functions as required.
Lead Cost
Vinci Construction Grand
- Engineer and managing the projects portfolio of
- Channel Infrastructure (formerly known as Refining NZ) with a total capital budget of $100M
- Cost analysis and monitoring project cost
- Conducting cost reviews with Project Managers and Project Engineers to update project budgets, forecasting and cashflow
- Creating Earned Value tracker spreadsheet using P6 extract data
- Creating a Manpower Planning Mobilization plan using P6 resource loaded schedule extracted data
- Reviewing subcontractor’s proposal and raising purchase orders in Maximo and/or MYOB
- Prepare and submit portfolio cost and progress report to Client
- Stakeholders
- Conducting bi-weekly cost and progress reviews with the PM /
- PE
- Loading and updating of opportunities in CSP system
- Preparing and updating Division forecast
- Preparing monthly portfolio reports including forecasting and earned value management for internal and client
- Preparing Construction Earned Value tracker S-Curve reporting for all Subcontractors
- Review and approve subcontractor claims
- Creating a Cost breakdown structure that is aligned with the work breakdown structure from the project schedule
- Prepare and update cashflow / forecast in MYOB
- Load and maintaining opportunities in CSP (Sales System)
- Update and submitting Division forecast for Worley
- Stakeholders
- Preparing various reporting / Dashboard through Power BI.
Education
undefined
June 29,2023
undefined
GMS Institute of Tech
2018
Power BI (Essentials and - undefined
ACE Computer Training
December 22,2016
CADVISION - Engineering Tech
May 26, 2014
Computer Aided Cost Estimates - undefined
March 19,2014
SAP Business One – Logistics Fast Track - undefined
IT Academy
March 20, 2010
Primavera P6 - undefined
GMS Institute of Technology
02 May
Bachelor’s Degree - Business Administration
June 1983
Skills
- Personal Skills
- Experience in cost management
- Earned value management, quality
- Management, risk management
- And change management
- Good attention to details and good
- Numerical skills
- Analytical ability, critical thinking
- Decision making and problem-
- Solving time management
- Ability to manage various tasks
- Simultaneously while maintaining
- Accuracy
- Can work under pressure even
- Without the constant supervised
- Strong Computer Related Skills:
- Maximo, Oracle JDE Enterprise
- And Microsoft Project
- EProcurement, and EcoSys
Timeline
Senior Cost Engineer
Worley New Zealand
06.2021 - Current
Cost Controller
City Railway
08.2020 - 06.2021
Associate Project Controls Coordinator
Worley Parsons Ltd
01.2019 - 08.2020
Cost Controller
Hort Developers Ltd
09.2017 - 12.2018
Construction Support
Te Puke, Bay of Plenty
04.2017 - 09.2017
Cost Control Engineer
Global Petroproject Services Ag / Saipem SA / Petromar Ltd, Angola
09.2007 - 02.2017
Invoice Controller
Mark Ryan Air-Conditioning Services
03.2002 - 09.2006
Lead Cost
Vinci Construction Grand
undefined
GMS Institute of Tech
Power BI (Essentials and - undefined
ACE Computer Training
CADVISION - Engineering Tech
Computer Aided Cost Estimates - undefined
SAP Business One – Logistics Fast Track - undefined
IT Academy
Primavera P6 - undefined
GMS Institute of Technology
Bachelor’s Degree - Business Administration
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