SUMMARY:

US Marine Corps Veteran and Kellogg MBA - degreed financial manager with more than 20 years of expertise in budgeting, financial planning and analysis, project management, GAAP, DCAA, FAR and CAS compliance; expert knowledge of Microsoft Office Suite (Excel, Word, Visio, Project, and PowerPoint), SOX Section 404, OMB Circular A-123 documentation, testing, and reporting requirements

PROFESSIONAL EXPERIENCE:

Confidential,DC, DE,NJ

Cost Controller / Project Control Engineer

Responsibilities:

• Reviews, forecasts, and monitors the financial activity related to individual capital substation, transmission, and energy projects and programs.
• Prepares monthly forecasts, cash flow reports, project schedule updates; processes and approves scope changes for assigned projects; develops purchase requisition details and processes accruals for material and engineering services contracts.
• Performs various asset accounting functions including setting up work orders, determining asset allocation for capitalization, transfer and retirement of capital assets as well as other administrative project closure activities; performs SOX reporting and ensures compliance.
• Conducts financial analysis to identify proper allocation of costs and FERC classification of items to be captured in the capital asset system (WMIS Voucher allocations); Ensures compliance with established FERC capitalization requirements and PHI capitalization policy.
• Creates capital projects (work requests), marks construction jobs complete (In Service) and closes timely upon notification from project manager;   Analyzes all completed capital projects to identify proper allocation/correctness of labor, material, contractor and overhead charges compared to as built (construction) drawings.
• Analyzes all completed capital projects to identify capital units of property;  Prepares capital work request closure forms to identify the installation, retirement and transfer of capital units of property;   Submits completed closures timely for processing in the asset capitalization system (Power plant).
• Processes requests to cancel projects, including evaluation and reclassification of costs previously incurred (i.e. transfer of charges); Maintains project status according to condition (i.e. cancelled, closing issues, pending closed, etc.)
• Requests Project IDs to be released in SAP so that a work order can be set up for the project;  Requests Project IDs to be closed in SAP once all work orders within the Project ID have been closed out and unitized;   Analyzes actual and forecasted costs from fully loaded P6 schedules.

Confidential, Montclair, NJ

Senior Business Manager

Responsibilities:

• Managed and lead the month-end close process to ensure timely, accurate and complete recognition of financial transactions. 
• Prepared and administered long range financial plans, budgets, and forecasts.
• Developed communication and presentation materials for Senior Management and the Board of Directors.
• Performed business and financial analysis to improve business understanding and performance.
• Developed business proposals and determined financial viability for new projects and program initiatives, including 

  performing due diligence for growth opportunities through expansion, mergers, and/or acquisition. 

Confidential, Washington, DC

Financial Engineering Manager

Responsibilities:

• Responsible for conducting Price-to-Win and Competitive Analysis on a full range of corporate capture IT efforts.
• Prepared complex pricing proposals in response to customer requests for proposals (RFP).
• Worked with Capture Managers and Pricing Directors to formulate pricing strategy.
• Analyzed estimates of labor, material, equipment, and other direct costs.
• Actively participated on proposal teams for new business opportunities.
• Ensured the timely generation of pricing submissions and compliance with internal solicitation requirements and established review / approval process, including working directly with finance approval.
• Utilized overall knowledge of company bid-rate structure to complete deliverables within extremely tight and strict proposal schedules.
• Prepared compliant and competitive cost and pricing volumes; established and coordinated schedules, cost/price model development, and cost narratives.

Confidential,Altria, Richmond, Va

Sr. Financial Analyst - Consultant

Responsibilities:

• Responsible for financial reporting to the CIO, CFO, and key business stakeholders
• Prepared and reconciled quarterly and annual SEC Financial reports (10Q and 10K), including detailed analysis, footnotes, and supporting documentation.
• Responsible for end-to-end financial management and analytics in the IT function responsible for an annual operating budget in excess of $100M.
• Collaborated with Project Managers to insure creation of adequate project/program standards, processes, templates and to ensure compliance to these standards 
• Developed and delivered key financial updates and status reporting to business stakeholders including budget variances, risks and issues. 
• Oversaw all financial functions, including budgeting and financial planning; accounting and reporting, costing and chargeback for IT shared services. 
• Tracked and analyzed performance against the financial plan, identify root causes for variances and established action plans to ensure target performance was achieved.

Confidential, Washington, DC

Business Manager

• Performed day-to-day financial administration of the $2.3 Billion Prosthetic & Sensory Aids Service (PSAS) program office budget.
• Performed operating and capital budget call formulation reviews; prepared estimates and consolidated financial plans for more than 1,100 medical facilities. 
• Compiled, consolidated, reviewed and analyzed obligations and disbursement expenditures monthly for national Veteran Integrated Service Networks (VISNs).
• Prepared and assembled reports with narrative and statistical information used by PSAS in support of formal presentations to Office of Management and Budget (OMB) and Congress.
• Developed, implemented and maintained a $2 Billion comprehensive strategic financial plan for Prosthetic & Sensory Aids Service (PSAS) Program Office.
• Performed extensive User Acceptance Testing (UAT) using Agile methodology; worked closely with developers, system analysts, and business analysts to resolve QA issues; reported results and status, as appropriate to project lead.
• Conducted requirements gathering sessions and interviewed project stakeholders to better understand the current business process.
• Authored Eyeglass Provisioning White Paper/Business Case Analysis and Executive Decision Memo (EDM) that discussed how VA could realize $135 million cost savings annually by centralizing the eyeglass fabrication process.
• Authored Organizational Change White Paper that discussed benefits of achieving operational improvements by restructuring current business practices that will result in improved Veteran services.