SUMMARY:

• Internal and External Reporting/Liaison to Business Area/Financial Statements/Forecasting/Performance KPIs/Trend & Variance Analysis/Business Plan Profitability Analysis
• Baseline Budget Formulation/Operational Variance Analysis Reporting and Reconciliation/Executive Management Level Presentation/Earned Value Management (EVM)
• Program Acquisition Management/Acquisition Strategy Plan/Contract Management Plan/Archive Development/Merger and Pre - Merger Financial Management/Pre- and Post-Acquisition Contracts and Mods
• Financial Requirements Analysis/Cost Estimating/Pricing Evaluation/Prime and Sub-Prime/Risk &EVM Requirements/Program Analysis/Data Extraction for Executive Management Reporting

SOFTWARE / MODELING / ACCOUNTING SYSTEMS KNOWLEDGE:

MS Office Suite - Excel Power User Look-Ups Pivots, PowerPoint, Visio, SharePoint, Project - MS-Access - Cost Point7/Deltek Oracle Primavera6 and Oracle Financials - USDOT’s Delphi Contract Management System

EMPLOYMENT HISTORY:

Business Analyst

Confidential, Washington, DC

Responsibilities:

• Prepare and deliver the Confidential reporting of utilization metrics, monthly, quarterly, and annual in support of the annual Office of Management and Budget (OMB) reporting and systems used to collect and report data as well as personnel data collection for real property. OMB, GSA, and Confidential use the Information System to collect, validate, analyze, model, collaborate with agencies, and publish information relating to its government-wide management and budgeting activities
• Prepare the real property performance metrics reports using information derived from the Confidential Real Estate Management System (REMS) Dashboard, REMS Flat file(s) and any other sources specified as directed by the COR
• Validate, consolidate, and enhance the quality of DOT/ Confidential real property data within the REMS and provide reporting for DOT/ Confidential real property recurring and ad-hoc inquiries
• Conduct analysis on REMS data to identify gaps and inconsistencies in data and make recommendations to correct data
• Support the “Reduce the Footprint” and other OMB/GAO real property initiatives by tracking progress towards Agency performance targets and preparing reports as required
• Support the development of DOT’s Annual Real Property Efficiency Plan by providing data inputs, integrating the Agency’s annual detailed space reduction projections, and contributing to the development of the report’s narrative
• Review annual Federal Real Property Council (FRPC) data prior to final submission to identify inaccuracies, inconsistencies with prior year data, and potential issues that may be noted by the General Services Administration (GSA) or OMB after submission.

Senior Financial/Pricing Analyst

Confidential, Reston, VA

Responsibilities:

• Supporting and leading efforts of Pricing Team’s data research and cost model build ups for proposal submissions.
• Comprehensive contract pricing data development and machination into responses to RFPs/RFQs.
• Performance of compliance assurances, narrative composition and finalization constructs.
• Strategic input generation and collaboration toward maximizing successfully oriented offerings to the Government.
• In corporation of industry survey data, contract price and model metrics, and margins supporting decision point criteria.
• Development of submission Cost Estimation reports and Pricing Volumes.

Senior Finance/Acquisition Analyst

Confidential, Washington, DC

Responsibilities:

• Led Financial Management and Reporting activities, Contracts Evaluation and Management, and Cost Estimation and Budgeting efforts, often from initial Excel builds through on-going multi-year modeling.
• Performed acquisition management, analysis, and reporting activities for PMO, in guidance with Confidential ’s Acquisition Management System (AMS)
• Wrote overall contract requirements for large multiyear acquisition efforts
• Developed future expense incursion tools and models for the Next-Gen System-Wide Information Management (SWIM) Program evolution through five years of Segment I and Segment II acquisition and implementation
• Managed financial databases and reporting requirements for implementation and future enhancements
• Performed pricing analysis and cost estimates on I/T acquisitions involving software and hardware licenses, COTS, labor, help desk, and maintenance costs
• Developed and maintained Statements of Work (SOWs), Memorandums of Agreements (MOAs) and Intra- and Inter-Agency Agreements (IAAs)
• Developed program cost estimation tools across newly incorporated projects, as well as enterprise and division contracts, and acquisition plans.
• Constructed Program’s 5-year forecast of over 550M and annual budgets exceeding 100M for management’s cost estimation planning, funding, and decision making requirements
• Developed and managed tracking tools, models, systems, and presentations for program contracts and task orders across multi-level management workbooks. Tools used included DOT’s Delphi contract management system, and extensive self-developed Excel spreadsheets and models for all Program contracts, expenditures, and resource planning documentation.
• Provided annual, monthly, and ad-hoc cash flow and funding source management reports, and on-going database updates. Cash flow model built and maintained in Excel for Program Control and Acquisition Managers.
• Developed and maintained Invoice Tracking Tool to track monthly and cumulative labor hours, travel and ODCs to maintain real time burn rates
• Created and managed Fiscal Year Forecast
• Developed Independent Government Cost Estimates and comparative risk analysis/financial reporting on Vendor submissions

Senior Finance Projects Consultant

Confidential, Washington, DC

Responsibilities:

• Project Manager responsible for preparation of accounting reports and compilation of supporting documentation for OMB Circular (A-133 and A-122) reporting requirements
• Managed transition efforts to reconcile Federal Expenditure split from Non-Federal
• Developed reporting on G&A expenses and pools
• Brought to light adjusting accounting entries required to achieve accurate system reporting of audit findings
• Developed database for actual indirect expense rates used in new FY Budget
• Prepared accounting reports for Independent Auditor and Financial Statements reporting
• Prepared documentation for NICR development, including formula explanations, systems accounting, administrator information requirements, and rate rationales for current and future proposal submissions

Senior Financial Analyst - Pricing Consultant

Confidential, Washington, DC

Responsibilities:

• Provided acquisition management analysis for RFP responses to a large government agency’s largest annual multi-million-dollar contract award
• Performed detailed pricing analysis on submitted proposals to assess bidder’s understanding of deliverables, with emphasis on line-item dollar and percentage deviations from guidelines
• Examined proposal details to ensure strategy, scope, FAR/DFAR compliance, and cost reasonableness of submitted bids. Itemized cost comparisons were charted, analyzed and ranked
• Calculated scenario-specific Contract Line Item Number (CLIN) calculations to analyze varying outcomes and provide key metric per unit and per period projections. Prepared spreadsheet development and modeling scenarios for Agency’s Strategic Contracting Proposal Analysis Report
• Performed analysis and delivered reporting requirements on scope and strategy fit, financial risk and cost factors, and line item price comparisons for presentation to Contracting Officer

Financial/Management Analyst

Confidential, Ashburn, VA

Responsibilities:

• Provided post-acquisition operational business-unit analysis and management reporting.
• Served as team member managing expenses, budgets, and reforecast efforts within the Contract and Asset Management department for over 400 vendor contracts
• Updated amortization schedules, monthly accruals, department re-forecasts, variance analysis reporting, and other ad-hoc reports used to monitor accounting’s general controls
• Analyzed and updated financial policies and procedures such as re-establishing cost controls, SOX and FAR compliance, and cost reduction processes
• Created ongoing reporting to improve reactionary capabilities, financial insight through transparency, metric tracking, and overall management reporting

Financial/Business Consultant

Confidential, Reston, VA

Responsibilities:

• Managed financial analyst work-splits, turnaround times, and skill set utilizations
• Prepared and expanded monthly corporate management of Capital Expenditures (CapEx) reports for the VP of Engineering and Operations Finance, both before and after the Sprint- Confidential merger
• Managed training of field controllers on new reporting procedures and methodologies, increasing data integrity and management tools for governance
• Reported monthly CapEx against more than $3B in capitalized assets
• Created and maintained: project planning and review templates; monthly and annual budget development spreadsheets; divisional income and profitability statements; quarterly forecasting reports; spreadsheets for numerous cost metrics, including carrier counts, usage tracking, regional cell-site expenditures, and cost data used in forecasting

Senior Financial Analyst Consultant

Confidential, Herndon, VA

Responsibilities:

• Created functional reports on company-wide and product-segmented revenue, cost, and margin reporting
• Performed overseas/inter-company audits and reconciliation activities netting over $100,000 in cost savings
• Built new processes to ensure accuracy and timeliness of year-end and monthly cash reconciliation and audit activities, both locally and on site at newly acquired company