SUMMARY:

• Financial professional with more than 25 years experience in developing, implementing, and managing multi - million dollar budgets for Federal clients.
• Successful management consultant supporting 5 Federal Agencies, with extensive experience in developing and delivering financial management documentation and deliverables utilizing agency financial tools and databases.
• Responsible for providing advice and assistance to executive management in the areas of strategic budget planning, execution and financial management.
• Current Active Secret Security Clearance (DoD-January 2015) and Dept of Homeland Security background investigation .

MANAGEMENT & TECHNICAL SKILLS:

• Program and Budget Management
• Financial Management
• Web-Based Financial Tools Utilization / Peer Training (Dept of Defense / Dept of Homeland Security / Federal Aviation Administration financial/budget/acquisition toolsets)
• Microsoft Office Toolset

PROFESSIONAL EXPERIENCE:

Confidential

Senior Financial Analyst

Responsibilities:

• Assisting the Financial Management Branch of the Commodity Futures Trading Commission (CFTC) in financial and budget management and execution.
• Assisting in developing review methodologies for the overall CFTC acquisition process improvement effort
• Review current operations and determine revisions to CFTC requisition process and documentation operating procedures
• Serve as point-of-contact for CFTC wide procurement documentation preparation and initial audit review leading to approval recommendation to the financial management director.
• Providing support for development of financial management reporting and report generation utilizing the Confidential accounting system.
• Serve as consultant to Financial Management Branch staff in advance of implementation of PRISM acquisition system anticipated in FY 2016.
• Developing standard operating procedures to document and outline processes for preparation of acquisition funding documents for promulgation to all CFTC division business managers and provide ongoing training for all financial support analysts to improve acquisition process efficiencies CFTC-wide.
• Supporting annual budget development and fiscal year closeout reconciliations.
• Provide direct input and updates to CFTC Congressional budget and funding execution reviews, briefings and hearings.

Confidential

Senior Consultant

Responsibilities:

• Served as lead financial execution support for all Data Communications program funding actions including Procurement Requests, Funds transfers; Inter-Agency Agreements and small purchase requisitions
• Developed and promulgated Data Communications Program Standard Operating Procedures documentation for program funding and acquisition requests across the Data Communications program.
• Maintained all Data Communications program funding records for two multi-million dollar acquisition accounts.
• Served as liaison support for the Data Communications program and the Confidential Office of Budget and Finance
• Prepared and presented executive level reports on budget activity and status to Data Communications managers and Confidential executive managers as needed.
• Utilized multiple Confidential web based budget and financial tools ( Confidential /PRISM/REGIS/FMS) in performance of regular day-to-day financial management activities.

Confidential

Senior Financial Analyst, Ft. Meade, MD

Responsibilities:

• Assisted the Defense Center of Excellence for Confidential Injury Business and Financial Manager in program management and financial/budget management activities.
• Reviewed existing travel and travel management standard operating procedures and provided recommendations for improvement in management oversight in light of new Confidential travel policies
• Reviewed financial and business management policies to assist in implementation activities across the Confidential program.

Confidential

Senior Financial Analyst

Responsibilities:

• Assisted the Confidential System Wide Information Management (SWIM) Resource Manager in program management and financial/budget development and tracking.
• Lead SWIM support team liaison to SWIM financial and executive managers.
• Reviewed Cuff Records; documenting all financial transactions against a programs budget; tracking program appropriations, Project Authorizations (PAs), Procurement Request (PR), credit card transactions, and Service Order Agreements
• Tracked program commitments, obligations, and expenditures; advising on reprogramming and deficiencies
• Prepare client deliverables such as Financial Status Reports and Detailed Obligation Reports
• Provided financial support in meetings and teleconferences; advising on budget drills and policy and procedures
• Prepared performance status reports; updating Quad Charts, Metrics and goals/milestones
• Performed program reconciliations on an as needed basis using Confidential, PRISM, FMS and other Financial Management Databases

Confidential

Financial Management Analyst

Responsibilities:

• Program and financial management support to the Confidential Office of the Director of Financial Management ( Confidential )
• Served as Confidential point-of-contact for all external coordination and communication activities associated with Confidential financial operations.
• Served as Confidential point-of-contact for Congressional earmark tracking and reporting
• Served as Confidential point-of-contact for Universal Urgent Need funding and associated efforts
• Served as Confidential coordinator of all Marine Corps Headquarters, Confidential and Congressional Requests for Information (RFI) responses and tracking.
• Performed financial and financial management analysis efforts as needed to support Confidential mission goals and objectives
• Supported Confidential Planning, Programming, Budgeting and Execution (PPBE) process efforts.
• Coordinated and performed quality reviews of Confidential Congressional Staffer briefings.

Confidential

Senior Financial Analyst

Responsibilities:

• Program and financial management support to the Department of Homeland Security ( Confidential ) Customs and Border Protection (CBP) Office of Finance.
• Development of independent validation and verification procedures for acquisition documentation reviews.
• Supported the performance-based management initiative for integration of program performance and financial metrics in executive reporting for program status and executive decision support.

Confidential

Senior Financial Analyst

Responsibilities:

• Assisted Federal Aviation Administration Radio Solution Team in the development of acquisition related Basis-of-Estimate documentation for National Airspace Air-to-Ground Radio replacement effort.
• Provided business analysis, process and acquisition management support to Confidential project managers.
• Developed recommendations for improving program office procurement processes and procedures.

Confidential

Senior Financial Analyst

Responsibilities:

• Assisted the Confidential in program management and financial/budget development and tracking.
• Lead support team liaison to Confidential financial and executive managers.
• Developed snapshot financial status reporting tool for weekly briefing to Confidential management.
• Reviewed and recommended improved methodologies for Confidential financial information system user utilization.

Confidential

Program Analyst

Responsibilities:

• Provided resource and program management support to the Confidential Information Systems Agency.
• Maintained a detailed tracking system of budget and execution activity for each program area of responsibility.
• Prepared and presented detailed budget metrics briefings to executive and program managers.

Confidential

Senior Financial Analyst

Responsibilities:

• Provided program and budget management support to the Executive Director of the Confidential
• Supported annual operating budget development and the execution of multiple appropriations funding in support of program goals and objectives.
• Utilized Confidential web based tool for financial and acquisition efforts

Confidential

Project Management Specialist

Responsibilities:

• Provided program and budget management support to the Office of the Chief Information Officer for the Confidential Immigration and Customs Enforcement Division.
• Major emphasis on Confidential Exhibit 300 submission coordination across division programs.

Confidential

Senior Financial Analyst

Responsibilities:

• Financial and Budget support to the Confidential program manager for Facilities and Equipment ( Confidential & Confidential ) budget planning and execution.
• Coordinated Confidential Exhibit 300 preparation and submission. Served as Confidential liaison/budget representative on Confidential programmatic teams and forums.
• Supported the Confidential -10 Financial Staff Business Manager during Confidential /PRISM financial system conversion from obsolete Confidential tools.
• Provided expert “help-desk” training support to Confidential business managers and support staff. Developed and published user desk guides for Confidential and PRISM financial tools for Confidential business analyst support staff.
• General budget and financial management support to the Confidential Oceanic and Offshore Integrated Product Team.

Confidential

Senior Financial Analyst / Financial Team Supervisor

Responsibilities:

• Responsible for program management, business management, budget development, implementation, execution, and expenditure tracking for the Federal Aviation Administration Telecommunications Integrated Product Team Business and Strategic Planning Support Division, Confidential -900.
• Financial team lead/supervisor for five support staff members.

Confidential

Principal Consultant

Responsibilities:

• Developed and maintained initial and follow-on Confidential Flight Standards Division ( Confidential -20) regional and contractor funding budgets and allocations.
• Reviewed and reported budget performance and expenditure metrics to Confidential executive and project management.
• Provided general financial/budget management support.

Confidential

Senior Analyst

Responsibilities:

• Provided program and budget management support to the Office of the Assistant Secretary of Defense for Health Affairs.
• Supervisory responsibility for four support staff members.

Confidential

Senior Financial Analyst / Financial Team Supervisor

Responsibilities:

• Program budget and financial management support to the Confidential Network Planning and Engineering Division and Confidential -Owned Microwave Systems ( Confidential ) program leads and project managers.
• Developed and implemented process and procedures for multi-million dollar operations budget planning implementation, and tracking for all Confidential managed programs and projects.

Confidential

Senior Financial Analyst / Program Manager

Responsibilities:

• Program budget and financial management support to the director of Operations and Maintenance ( Confidential &MN appropriation) activities for a multi-million dollar Confidential surface ship weapons system (September 1994 to November 1997).
• Planning, acquisition management, budget development and tracking for the Confidential Program Financial Director for Program Analysis and Operations Research (August 1996 to March 1997 - concurrent with Confidential support).
• Supervised five member program and budget management support team to the Confidential Enhanced Modular Signal Processor program (September 1992 - September 1994).

Confidential

Logistics Analyst

Responsibilities:

• Logistics technical support for installation of multi-million dollar anti-submarine warfare system on Confidential surface ships.
• Responsible for the tasking and activities of three subordinate team members.