SUMMARY:

• Budget Support (formulation and execution tracking)
• Subject Matter Expert: Program Planning, Budget and Execution (PPBE) process including budget formulation, budget execution, program briefings and ad hoc reports, metrics tracking, and financial reporting systems
• Key role assisting the Confidential Environmental Program design and implement new budgeting software.
• Financial and business management
• Designing and maintaining custom financial databases and complex spreadsheets
• Technical writing and presentation skills (Budget Data Call Guidance, presentation materials for Confidential Environmental Program, and responding to ad hoc requests from Confidential Headquarters)
• Technical training ­ MS Excel, budgeting software, and Planning, Programming, Budgeting and Execution (PPBE) process
• Help Desk Support (budget process and software) for Confidential Environmental Program
• Experienced Manager (business processes and personnel)
• GAAP Accounting (controller at two small businesses)

COMPUTER SKILLS:

Expert user, extensive experience and trainer: Advanced MS Excel, SharePoint, MS Word, QuickBooks Pro, Peach Tree, Visio, MS PowerPoint, Crystal Reports and Confidential proprietary budgeting software.

PROFESSIONAL EXPERIENCE:

SENIOR BUDGET ANALYST

Confidential, Brooklyn, NY

Responsibilities:

• Develop and prepare written budget and program justifications and briefing materials, perform financial analyses and forecasts, respond to internal and external requests for financial information, analysis and reports.
• Worked closely with other analysts in the Budget Branch, the Branch Chief, as well as field and Executive Office management and staff to respond to report and information requirements.
• Leveraged accounting and compliance backgrounds to explore historical financial data, predict future results and drive process and policy improvements.

SENIOR BUDGET ANALYST

Confidential, Fairfax, VA

Responsibilities:

• Provided Budget support (formulation and execution), budget process (PPBE) management, operations support and project management for Confidential Environmental Management program
• Planned and managed budget / financial data calls across 26 Marine Corps installations (over 400 application users)
• Recommended and implemented (under budget and ahead of schedule) business process changes and application changes that streamlined data collection, budget formulation, budget execution, and metrics tracking.
• Designed and implemented a Budget Execution Module in DoD proprietary budgeting software.
• Developed training modules (budget process (PPBE) and software) for civilian and military personnel; conducted nationwide training webinars.
• Facilitated the use of environmental compliance checklists online.
• Supervised access to USMC Environmental applications, efficient data collection and reporting.
• Managed and designed a help - desk support system that allows the USMC to use metrics data collection to evaluate and recommend business process changes and application changes.
• Provided analysis and recommendations for future modernization or enhancement planning to improve program management practices, business operations and maintenance of USMC Environmental Software for budgeting and project management.
• Assisted with the design of a Marine Corps Environmental Budgeting Portal which provided a single repository to collect and store data for budget formulation and execution, and general financial information across multiple users.

TASK LEAD

Confidential, Arlington, VA

Responsibilities:

• Researched and analyzed financial data in multiple data bases; delivered reports and white papers on findings.
• Performed Earned Value Management tracking and reporting.
• Processed the capitalization of C4ISR equipment.
• Provided critical, time-sensitive program management support which included budgetary issues, cost and schedule performance.
• Assisted with Capital Planning and Resource Management, Life Cycle Cost and Capitalization.
• Reviewed documentation for quality assurance and accuracy.
• Conducted requirements gathering through cross-functional working groups and meeting facilitation.
• Analyzed business processes and IT processes to provide improvement recommendations.
• Reviewed deliverables and tasks completed by colleagues and provided feedback.
• Facilitated and managed regular client and team status meetings.

BUDGET ANALYST

Confidential, Gaithersburg, MD

Responsibilities:

• Provided budget support for the Confidential Environmental Program: included writing formal fiscal guidance and instructions, managing data calls, analyzing financial data, and providing requisite budgetary exhibits and reports.
• Prepared exhibits and budget projections by type, accounting group, and currently planned projects; exhibit preparation required interpretation and analysis of execution data, program requirements, guidance review and review of budget submissions for completeness and accuracy.
• Facilitated the annual Program Review/Budget/Execution process: prepared and disseminated guidance; collected and assured the quality of budget data; evaluated and monitored the quality of technical review reports; provided data quality analysis feedback; produced technical review reports; identified and resolved data conflicts and provided technical review comments.
• Developed budget formulation and execution reports and edited narrative strategy including, trend analysis, and relevant funding patterns.
• Collaborated with program and budget officials to identify and resolve complex budget issues.
• Managed help desk support as the Primary Point of Contact by responding to requests that were application or budget process related.
• Supported development, testing, release, and customization of program data management and web based applications, including data mapping, data analysis and quality assurance testing to ensure accuracy and completeness of the data transferred, providing recommendations for future updates and application functionality.
• Managed collection of project, cost and execution data in the software application data base.
• Analyzed and controlled electronic data flow to and from Confidential bases on and off shore to improve processes and efficiencies.
• Developed and implemented process and program improvements to utilize authoritative financial data and metrics tracking.
• Identified data issues; recommended and prepared documents to implement methodology for adjustments and program corrections.

ACCOUNTANT / CONSULTANT

Confidential, Gaithersburg, MD

Responsibilities:

• Managed accounting projects for small businesses on a contractual basis.
• Managed 3 software conversions.
• Prepared financial statements.
• Made recommendations to improve operating efficiencies and operating performance.
• Trained small business owners and employees (accounting software and Excel).

CONTROLLER

Confidential, Bethesda, MD

Responsibilities:

• Oversaw on-going accounting, financial reporting and daily operations management.
• Assisted outside CPA firm with annual audits which included reviewing authorized financial transactions in accordance with auditing standards; monitor cost account systems to ensure appropriate use of financial resources; evaluate established financial management processes to provide recommendations to staff on resources supporting operations; evaluate expense and/or performance program systems reporting requirements to ensure internal control and external audit objectives are met.
• Developed annual financial budgets and strategic plans; advise management on the preparation process of budget estimates to accurately forecast annual funding requirements; recommend budget and accounting data administration techniques to aid key managers in decision making in accordance with current auditing standards to ensure resources are safeguarded from unauthorized use.
• Managed a staff of four.
• Evaluated contract proposals from vendors and subcontractors.
• Resolved complex financial problems and explained related issues in concise, clear written and oral formats.
• Implemented accounting policies and procedures that improved efficiencies and overall profits.
• Trained full time and contract employees.