SUMMARY

Proactive and results - oriented, professional with experience in finding solutions to customer service, Budget Lifecycle support, financial management, Information Technology support, and business process improvement issues. Demonstrated sound decision-making and strong organizational skills; ability to motivate cooperation of employees to achieve peak productivity and achievement of target goals. Committed to inclusiveness, with the ability to work effectively with diverse groups and key leaders and organizations; utilized excellent public speaking, written communication, and interpersonal skills in establishing and cultivating strategic partnerships and key alliances.

TECHNICAL SKILLS

• Microsoft Office Suite (Word, Excel, PowerPoint)
• Oracle Federal Financial System
• Momentum Federal Financial System

PROFESSIONAL EXPERIENCE

Confidential

Washington, DC

Senior Budget Analyst

Responsibilities:

• Develop and coordinate all activities as related to program office budget planning, formulation, execution, and analysis, including development of support documents, reports, presentations, and memos.
• Coordinate the Execution Phase of the federal Budget Process and provide guidance on Appropriations Law.
• Maintain and update budget and financial data, compilation and analysis of data received from multiple organizations within the program office, both headquarters and the field.
• Provide funding, financial, forecasting, program, and budgetary information to senior officials and program managers.
• Provide Earned Value Management (EVM) reporting to the customer for selected projects.
• Reconcile and resolve accounting, funding, and budget information issues.
• Maintain and review status of obligations and costs; notify program and budget officials of available funds and potential shortfalls.
• Prepare, record, track, and report on the status of funds and funding documents.
• Coordinate and attend briefings to discuss program budgets and spending, identify financial issues and establish policies and procedures for taking corrective action.
• Prepare budget and accounting reports and PowerPoint briefings for oversight organizations.
• Design and produce detailed monthly and ad hoc accounting and budget reports using Excel.
• Validate the accuracy of budget requests, performing analysis of budgetary programs, providing recommendations and accurate budget projections.
• Act as primary customer contact for program activities.  Regularly meet with and updates the customer on project status. 
• Set up and formatting of excel spreadsheets to analyze information.

Notable Accomplishments:

• Provided timely and cost effective reports, analysis, and advice to customer, client, managers, and other decision makers.
• Standardization of best practices and procedures, and identified opportunities to streamline current budget practices.
• Improved cost accounting, analysis and reporting.
• Produced results, solved complex problems in a challenging environment.
• Updated policies and procedures as needed and ensured compliance with policies.
• Assisted with the development and review of program plans, spend plans and presentations.
• Interfaced with personnel, field activities and contractors to collect and track financial data and information as required in order to support management.

Confidential

Washington, DC

Senior Financial Consultant

Responsibilities:

• Provided financial analysis and budget formulation support.
• Monitored and tracked funding, obligations and schedules; utilized financial databases and reports; provided financial analysis and presentations; supported cost proposals and documented financial processes. This included monthly collection and analysis of technical and cost reports from all funded contracts.
• Created and analyzed monthly financial and business operating reports while making recommendations to improve results.
• Provided financial, analytical and decision support for the senior team.
• Organized response to budget/IT portfolio data calls from OMB.
• Performed budget planning and monitored monthly budget versus actual expenditures; compiled and analyzed annual budget submissions.
• Provided support in developing cost models for services, including research and development for Federal client. 
• Validated requests for correct financial attributes
• Identified acquisitions requiring Earned Value Management (EVM) per Agency policy and worked with the acquisition directorate and mission counterparts to appropriately integrate EVM within acquisition documents.
• Researched and Identified differences between current spending and the projected estimate
• Analyzed and evaluated the effects of program plans and budget issues through the use of cost-benefit analysis tools.
• Created status reporting, both internally and to the client; reports for executive reporting; and provided support for OMB, agency, and office data calls.
• Served as liaison between the business units, technology teams and support teams.

Notable Accomplishments:

• Recorded, reconciled, and verified entries into automated systems based on accounting documents.
• Drafted written financial procedures for Government review and approval.
• Analyzed accounting reports and financial data to identify trends for evaluating effectiveness and efficiency of activities.
• Developed Standard Operating Procedures (SOPs), budget justifications and interpreted agencies and other government financial policy
• Analyzed and recommended improvements to agency’s financial management processes
• Analyzed status of funds and provided reports on the planned, programmed, committed, obligated and disbursed funding levels based on the appropriation type, organizational element, projects and task areas.

Confidential

Washington, DC

Expert Consultant

Responsibilities:

• Worked with the IT and Business teams to compile the IT budget and forecast and partner with the Finance team to validate and gain approval for the requested budget.
• Reviewed apportionments and allotments to assure adherence to the client and OMB guidelines and established budgetary practices and procedures
• Provided expertise in the formulation of scope and objectives relative to the business plan and requirements.
• Closely tracked projects for spending and conducted variance analysis, where needed.
• Entered budgetary data into a variety of forms, schedules, and reports and prepared a variety of reports including the status of funds, expenses, and obligations.
• Advised managers of the most advantageous courses of action; monitored control point expenditures in relation to planned levels.
• Facilitated streamlining the process of procure-to-pay for IT including approval for expenditures, purchase requisitions, purchase orders, invoicing and reconciliation once payment was done.
• Prepared reports of analysis, made recommendations for remedial action.
• Executed the actions necessary to resolve project problems/issues and reported on mitigating steps and actions taken to ensure timely deliverables, project success and quality.
• Produced weekly reports; and responded to ad hoc customer requests at the direction of the Program Manager.

Notable Accomplishments:

• Assisted in the annual requirements generation prioritization, and spend plan development process.  
• Documented requirements and budgets for the unit. 
• Researched Federal Appropriation Law and quickly learned the client regulations, concepts, methods and standards that impacted financial activities.
• Reviewed significant amount of contractor technical documentation for completeness and accuracy.
• Performed all required software and hardware planning and budgeting functions for assigned area.
• Developed and implemented IT capital planning and investment control (CPIC) policy, procedures, and guidance.
• Prepared, reviewed and scored OMB Business Case (formerly Exhibit 300)/53.
• Tracked and reported program financial transactions from initiation through acceptance/contract award; assisted in the development of obligation phasing plans using trend analysis and expert analysis and performed analysis based on performance planned.
• Updated and maintained funding document tracker. Assisted with tracking program financial status. Maintained worksheets and transfer data to department presentations for various Program Reviews.

Confidential

Washington, DC

Team Lead

Responsibilities:

• Directed the development, compilation and reporting agency-wide annual and quarterly Financial Statements: Balance Sheet, Statement of Changes in Net Position, Statement of Net Cost and Statement of Budgetary Resources (SBR).
• Helped managed contracts which included tracking costs, deliverables and invoices.
• Compiled and coordinated the presentation materials for assigned areas of the budget.
• Provided support for the accuracy and timely preparation of the annual and quarterly financial statements, including the related note disclosures, and preparation of other internal and external financial reports.
• Performed analysis and reconciliation of accounts as well as timely processing of all necessary accounting adjustments needed to correct improperly recorded transactions.
• Researched costs and assisted in the preparation of cost estimates.
• Provided annual financial statement audit support services; assisted in the preparation and coordination of responses to accounting, audit issues, and financial information requests received from external sources.
• Planned and executed the quarterly close process including issuance of key management reports.

Notable Accomplishments:

• Identified and addressed client needs: actively participating in client discussions and meetings.
• Interpreted business needs and translated them into IT application and operational requirements and concepts.
• Proactively reacted with a sense of urgency and managed conflicting priorities, communicated effectively and took ownership of work.
• Established credibility as a trusted advisor.
• Researched and provided support in the development and implementation of Fiscal Year Opening and Closing procedures.
• Documented the financial reporting cycle process.
• Developed monthly and year-end checklist, schedule and financial statements based on Generally Accepted Accounting Principles (GAAP), Federal Accounting Standards Advisory Board (FASAB) and Financial Accounting Standards Board (FASB).