Management Budget Analyst Resume Silver Spring, MD - Hire IT People

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE:

Confidential, Silver Spring, MD

Management Budget Analyst

Manage and monitor a $32 million USD budget for NOAA’s Ocean Exploration and Research (OER) Division.
Collaborate with program managers to develop annual Budget Operating Plans for OER leadership.
Review budget operating plans for completeness, accuracy, and compliance with government regulations.
Spearheaded development of a streamlined tracking procedure for the Okeanos Ship budget operating plan which resulted in a more efficient and real - time tracking of the budget.
Independently initiated development of office SOPs in order to improve and standardize onboarding of employees
Serve as IT Liaison for OER to promote interoperability and consolidation of IT resources resulting in cost savings.
Managed Controlled Correspondence Unit for drafting and editing executive level memoranda and presentations.

Confidential, Rockville, MD

Registered Representative & Client Relationship Manager

Provided focused client relationship management to a portfolio of over 2500 customers by developing and managing strategic financial plans around client goals and objectives.
Communicated and coordinated with clearing brokers to provide clients with expert advice on the purchase or sale of equity securities, fixed income securities, and derivative securities.
Executed sales orders, maintained trade log, reconciled daily trades to ensure accuracy of all trades, and processed compensation claims for both the client and commission for the financial advisor.
Researched, analyzed, and made purchasing recommendations to the financial advisor on new financial vehicles such as investment accounts, mutual funds, tax deferred annuities, and risk management products.
Expanded my ability to manage daily operational control processes, creating operating efficiencies, designing work flows, while simultaneously focusing on future initiatives and their impact on the firm.
Responded to and resolved client complaints, working with litigation or compliance personnel, regarding operations/services received from clients or regulators.
Prepared individual and business tax returns for clients, and provided expert tax advice through thorough research and a deep understanding of the federal and state tax rules and regulations.

Confidential, Washington, DC

Financial Analyst, Intern

Researched, analyzed and evaluated political and macroeconomic trends among the 21 worldwide FINCA affiliates, and made recommendations to the CFO resulting in periodic and structured risk reports being generated.
Provided timely, relevant and accurate reporting & financial analysis of results of division’s performance against historical, budgeted, forecasted and strategic planning goals to facilitate decision-making
Prepared financial reports, charts, tables and other exhibits as requested.