TECHNICAL SKILLS:

• Microsoft Word
• Excel
• PowerPoint
• Project
• Internet
• Lotus Notes
• Outlook
• AIMS Database
• Memex
• Access
• PEAT Financial System
• Engagement Reporter Financial System
• TimenX
• CRIS Database
• OneGlobe Financial System
• Intraspect Database
• Defense Fuels Automated Management System
• (DFAMS) Purchase Card Processing System (PCPS)
• Regional Information System (REGIS)
• PRISM Contract Management System
• DELPHI
• GovTrip Travel Software System
• Kintana Software System
• National Finance Center Database (NFC)
• SOAR Financial System
• PASS Procurement System
• CFO Solve Reporting System

WORK EXPERIENCE:

Budget Analyst

Confidential

Responsibilities:

• Reviewed contractor invoices for accuracy;
• Updated spend plan information; Worked on project quad charts for meetings;
• Created the master ACIO - S Travel Spreadsheet;
• Maintained the master ACIO-S Travel Spreadsheet;
• Reconciled projected vs actual expenses;
• Completed purchase card transaction authorization forms;
• Reviewed and edited documents prior to submission; Served as back up administrative support running weekly reports to verify what employees have not taken the IT Security Awareness Training; send out IT action items to the appropriate staff for completion and track all IT action items on the master spreadsheet.

Budget Analyst

Confidential

Responsibilities:

• Perform bi-weekly analysis of personnel expenditures for the energy program (Low Income Heating and Energy Assistance Program (LIHEAP) grant, Weatherization Assistance Program (WAP) grant and State Education Program (SEP) grant. Monitor the payroll charges by pay period to ensure expenditures are being recorded in the appropriate projects and if necessary corrected in a timely manner; Complete a monthly Financial Reporting Process (FRP) forecast for each assigned financial activity and identify errors within one week after spending reports are made available and take corrective actions to resolve identified issues before close of subsequent month;
• Review the LIHEAP invoices by comparing the Excel data against the hard copy data received for accuracy; Approve LIHEAP invoices for payment; Monitor the Employee Payroll List, Index and PCA list and PeopleSoft position attributes and make any necessary changes; Review and approve as appropriate all PASS requisitions for the energy program; Monitor procurement activities on a daily basis and ensure that purchases are being charged against appropriate funding sources (taking corrective action as necessary);
• Process all related energy program reprogramming requests; Advise and guide the energy program staff in the formulation of the budget and Schedule A and monitor the current year budget and expenditure activity to ensure that the budget modifications, reprogramming, budget establishments, and other adjustments are made in a timely manner;
• Participate in the preparation of monthly analysis and projections of the Energy program expenditures and revenues for program managers, and advise management of any fiscal issues involving these funds; Provides responsive and proactive customer service to the Department of the Environment staff; Enter purchase card journal voucher data in the financial system;
• Provide advice and guidance regarding financial issues.

Financial Analyst/Consultant

Confidential

Responsibilities:

• Provided support for the Financial Management Office; Completed and submitted the daily reconciliation analysis comparing data from the Delphi system and the government travel management (GovTrip) system; Created and submitted government employee and vendor profiles (using Kintana) to obtain supplier identification numbers; Sent emails to employees and interns to request missing information from the Travel Management User Access Request Forms;
• Maintained the travel request log using the document management system (DM); Provided monthly Central Bill Account (CBA) Reconciliation comparing data from Confidential invoices, Sato Travel invoices and GovTrip Travel System data to ensure all travel expenses were captured accurately; Submitted approved Central Bill Account (CBA) Reconciliation data to ESC for payment;
• Performed agency separation (exit clearance) analysis for government employees, contractors and interns leaving the agency, Analysis included termination of Confidential Travel Cards,
• Review accounts payable data and sent travel post audit inquiries to field office to see if any money was owed on travel going back one year from separation date, Reviewed and collected accounts receivable data from Delphi system and reviewed and checked the National Financial Center (NFC) database for indebtedness information;
• Maintained the agency separation log using the document management system (DM);
• Performed transit benefit analysis of employees and interns leaving the agency by comparing Department of Transportation transit pickup records, all internal transit benefit application information, address change information, leave without pay reports and change in work schedule reports to ensure transit participants received benefits that were entitled to them and no money was owed to the agency prior to their exit date; Participated in weekly meetings with the Deputy Director and other government personnel;
• Collected, consolidated and submitted the weekly status report to the government Deputy Director, COTR, Acquisition Management Director, Contracting Specialist, SRA Program Manager and SRA Project Manager; Served as liaison between the subcontractors and SRA Project and Program Manager regarding any issues that needed to be addressed while onsite at GAO; Wrote Standard Operating Procedures (SOP’s).

Budget Analyst

Confidential

Responsibilities:

• Provided financial services for the ATO-A IT Operation Division; Created purchase requisitions (PR’s) for hardware, software and contracts using the PRISM Procurement System;
• Performed queries in the contract procurement system for award status; Created and submitted correspondence to the contracting office regarding procurements;
• Assisted customers with the acceptance process of invoices in the PRISM system; Used DELPHI reports to assist with the reconciliation process to determine if any reclasses were required and to determine if we needed to alert the credit card holders that they needed to reconcile purchases on their particular cards; Served as reviewer for credit card purchase order request such as: for training, office supplies, software and hardware purchases to ensure compliance prior to purchasing;
• Created credit card purchase order request using PCPS for staff members when required; Cuffed all expenses in the Regis system; Budget justifications; Tracking and monitoring the formulation of the budget;
• Execution of the 76 million dollar budget; Expense tracking and auditing (60 plus daily transactions);
• Created weekly/monthly expense reports; Presented budget/financial status at meetings;
• Provided quarterly audits on all spending to date and provided reports when requested; Provided financial recommendations to the program office;
• Reallocated funds when required; Supported the NexGen Program reviewing and managing all contracts; Helped and assisted in the creation of new processes and procedures; Researched and analyzed financials through Delphi reports for accuracy and/or inaccuracies;
• Reviewed travel request using the GovTrip software system to ensure accurate accounting codes were being used;
• Contacted employees to inform them that they needed to submit their travel vouchers upon auditing of the expenses; Submitted request for telephone installation;
• Submitted request for the transit benefit program.

Financial Analyst

Confidential

Responsibilities:

• Participated in the Planning, Programming, Budgeting and Execution (PPBE) process (required for the Army and Navy military departments);
• I assisted the Program Director with the Program Objective Memorandum (POM); Budget formulation; Execution of the 17 million dollar budget; Budget justifications; Served as budget advisor to the government Program Manager and team lead; Served as liaison with other program management offices regarding field office accounts;
• Advised the Program Manager and team lead when lack of adequate resources would introduce risks to the program;
• Represented the government Program Manager in budget forums as required;
• Compiled and submitted funding and procurement packages through government financial and contracting department; Provided financial and procurement status at budget meetings for equipment orders placed through the contracting department; Sent invoices to DFAS for payment;
• Called and sent emails to DFAS requesting invoice payment status.

Senior Financial Analyst

Confidential

Responsibilities:

• Supported the Defense Logistics Agency (DLA) in an effort to prepare for major audit review; Reviewed documents regarding the appropriation process; Reviewed OMB Circular documents; Ran queries using DFAMS system to review and analyze delinquent payable accounts (180 days and older);
• Submitted daily narratives regarding line items worked; Submitted weekly report regarding accounts payable;
• Researched inaccuracies regarding accounts receivable by contacting the payment center (DFAS);
• Verified invoice payments were received and posted appropriately Researched inaccuracies regarding accounts receivable;
• Proofread and edited process cycle memos;
• Compared notes taken for process flow charts against charts created in Visio;
• Assembled notebooks regarding the OMB A123 process;
• Made recommendations regarding the root cause of delinquent accounts payables in an effort to avoid future account delinquencies.

Practice Administrator/Engagement Coordinator

Confidential

Responsibilities:

• Reviewed contracts for project number setup; Responsible for generating all monthly billing for FFP, FPRE, T&M and CPFF government contract; Set up billing files; Posted invoices on the internal database system; Tracked orders for billing purposes;
• Coordinated and submitted credit/rebills for processing; Accounts receivable reporting and analysis; Customer follow-up on past due balances;
• Worked directly with GSA, DFAS, Coast Guard and National Institutes of Health regarding invoice payment status;
• Assisted Managers with learning the new accounting system to ensure Sarbanes Oxley compliancy;
• Reconciled unbilled accounts receivable; Interfaced with Managing Directors, Senior Managers, Project Managers and engagement teams on all billing issues; Prepared closeout invoices; Assisted with revenue recognition at month-end; Coordinated submission of project closeout forms;
• Maintained tracking matrix; Processed procurement requisitions (PR’s) in the financial system;
• Worked with subcontract vendors to assist with payments;
• Reviewed and submitted TimenX adjustment forms; Attended weekly meetings with Confidential Lead and Senior Management;
• Held meetings with project teams to discuss engagement matters; Reviewed and researched incorrect entries on work in progress reports.

Administrative Assistant

Confidential

Responsibilities:

• Assisted Directors with budget for the Department; Created and submitted business correspondence for signature; Scheduled travel arrangements for the entire Confidential, including Vice President, Associate Director and two Technical Managers; Arranged on and off-site meetings for the entire Department; Arranged lunch for meetings;
• Answered phones for Department when necessary;
• Maintained filing system and index list; Processed work orders for mailing; Maintained department calendar; Arranged conference calls; Back-up receptionist when needed; Faxed and copied material; Proofread and edited material for accuracy.

Team Support Assistant

Confidential

Responsibilities:

• Responsible for the accounting for the entire team; Scheduled travel arrangements for the entire Confidential, including Vice President of Regulatory Affairs, two General Counsel, Director and Senior Manager; Maintained roster, distribution lists, (mail, phone, fax) for research committee and subordinate groups; Arranged meetings;
• Responded to routine and non-routine request for information; Scheduled conference calls for the research staff, research committee and subordinate groups;
• Assisted research committee and subordinate groups at meetings; Answered telephones;
• Ordered office supplies for the entire team; Handled mass mailings, copying, and faxing material;
• Responsible for distributing contracts internally and externally;
• Proofread and edited material.

Administrative Assistant

Confidential

Responsibilities:

• Provided direct assistance to the Executive Director; Maintained mailing lists, files, library source list and budget using Excel;
• Responded to routine and non-routine request for information; Assisted in preparing, editing and distributing the weekly newsletter;
• Scheduled conference calls; Back-up assistance for answering telephones and secretarial support when needed; Conducted light research;
• Created correspondence; Data entry; Copied documents; Ordered supplies; Arranged on and off-site meetings; Sent out mass mailings; Scheduled travel arrangements.

Administrative Assistant

Confidential

Responsibilities:

• Maintained budget for Government Affairs department; Cut checks for vendors using Quicken, process expense reports;
• Prepared correspondence and reports for the Vice President; Maintained up-to-date record of employee leave and benefit transactions, organization membership archive information, communication system operations and office equipment; Served as point of contact for all administrative services;
• Assisted in all out-reach activities; Provided guidance for scheduling and ordering supplies and telephone coverage;
• Scheduled travel arrangements for the entire staff; Data entry and back-up receptionist when needed.