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Budget Analyst Resume

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Fairfax, VA

EMPLOYMENT HISTORY:

Confidential, Fairfax, VA

Budget Analyst

Responsibilities:

  • Developed and implemented the grants management portion of the SAP ERP system for two separate entities having in excess of one thousand individual grants in their combined portfolio
  • Delivered both functional and technical guidance as a multi - SME for countywide ERP data warehousing project
  • Provided direct oversight of ERP-driven budgetary, financial, and grant-related modules and processes for the county and its five component units
  • Coordinated and executed all financial year-end closing procedures in the ERP system
  • Created training materials for and led monthly financial reconciliation workshops for over 200 financial personnel from over twenty unique county agencies
  • Constructed several reports, including complex SQL queries, to streamline and simplify monthly closings and reconciliations for over 500 end users across multiple departments
  • Authored a wide variety of documents related to the organization’s ERP operations, including key decision documents, functional specifications, and policy recommendations
  • Advised key stakeholders on questions of translating a multitude of complex and unique financial policies and regulatory requirements from both internal and external sources such as GAAP and Confidential Circular A-133
  • Coordinated management of accounting-oriented master data elements such as the chart of accounts, grants, and multi-year capital projects

Confidential, Fairfax, VA

Financial Specialist

Responsibilities:

  • Maintained budgetary oversight and financial management of multiple federal, state, and private workforce development grant awards totaling $3.5 million annually, including formula grant funding awarded via the Workforce Investment Act of 1998
  • Lead the human services Revenue Enhancement and Reconciliation work group
  • Prepared and submitted monthly invoices to grantor entities
  • Monitored and reconciled aging AR documents
  • Approved purchase requisitions and invoice payment requests of WIA grant funds
  • Developed a complex Excel database to aid in monitoring and forecasting payroll expenditures across a department with over 1,400 employees and a personnel budget of nearly $84 million
  • Acted in an additional full-time role as a member of the County’s ERP implementation team for one year

Confidential, Washington, DC

Portfolio Analyst

Responsibilities:

  • Assisted the Director of Asset Management in providing direct owner oversight for ten properties (1,112 units) with an initial debt and equity value in excess of $62,000,000. Properties with direct oversight responsibilities consist of both nonprofit and partnership entities with multi-layered financing, soft debt and equity investment.
  • Ensured that the properties maintained compliance with terms of their respective loan and bond documents
  • Coordinated the collection and analysis of monthly utility usage data for the ten properties to maximize energy usage efficiency and savings

Confidential, Arlington, VA

Research Associate

Responsibilities:

  • Extensively researched various nationwide municipal financial reports and policies to facilitate development of clients’ financial guidelines
  • Updated credit and debt profiles in complex, customized Excel databases

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