Program Coordinator-credit And Financial Analysis Team Lead Resume
Washington, DC
SUMMARY:
- Six Sigma Green Belt with proven success in helping organizations identify business inefficiencies, manage resources and exceed their goals with proven expertise in client relations, sales and consultation.
- Strategic and analytical financial professional with experience in internal auditing, financial processes, cash management, reconciliation, logs, general ledger, and documentation.
- Detail - oriented leader with a successful track record of developing and maintaining client relationships.
- Advanced proficiency in major accounting and office management software to include Oracle, Hyperion Smart View and Microsoft Excel.
TECHNICAL SKILLS:
Skills: Advanced mastery of Microsoft Excel to include the formulation of PivotTables and PivotCharts, Locking cells and VLOOKUP.Experienced using PRISM's front end and configuration management, Acquisitions, Acquisitions Testing and Grants Experience with SAP Acquisitions utilizing Acquisitions System Testing and Acquisitions Helpdesk.SQL knowledge and familiar with Java Programming language.Experienced with Windows Vista, XP, and Windows 7 and advanced proficiency in Microsoft Word, Excel, PowerPoint, and Project
Affiliations: The National Society of Collegiate Scholars, The National Society of Leadership and Success, The Fellowship of Christian Athletes
Publications: Washington Post, Army Times- Biomechanics Study, USA TODAY, Technique
Activities: Georgia Tech Football team, Homeless Outreach Center (Atlanta, GA), Salvation Army Regional Center for Goods, Arthur Blank YMCA
PROFESSIONAL EXPERIENCE:
Confidential, Washington, DC
Program Coordinator-Credit and Financial Analysis Team Lead
Responsibilities:
- Prepared annual and semi-annual financial reports, quarterly estimates and projections, evaluation and analysis of expenditures to ensure funds are expended fiscally throughout the four quarters of the fiscal year.
- Monitored, tracked and reviewed the division's FY 2014 budget for Research, Development and Technology, insuring uniformity in style, syntax and process. Performed necessary controls to include restructuring, reorganizing and editing specific material within confidential documents.
- Served as the Associate Custodial Property Officer for all property assigned to the division. Maintained governmental personnel property records, tracked inventory spending, performed inventory forecasting and provided reports to the FRA Property Administrator.
- Developed an efficient and easily transferrable web video to support the implementation process of the new SharePoint 2013 Software which was adopted and implemented across FRA. Assisted with the strategic redesign of FRA’s public facing website which has improved ease of use and customer satisfaction.
- Designed New Employee and New Contractor Guide, respectively, with best practices which provided guidance to all new employees to FRA; The utilization of the new employee guides has led to better dissemination of information and compliance with internal policies, procedures and government regulations.
Confidential, Columbia, MD
Financial Analyst
Responsibilities:
- Due to superior performance and ability was sponsored for and passed the FINRA Series 7 General Securities Representative examination.
- Effectively managed checks and process improvements to reduce daily risk, especially regarding expiration and EFP, which led to improved processing performance.
- Facilitated the confidential migration of over 1 Billion dollars of assets to an exclusive branch of Morgan Stanley’s Private Wealth Management division through detailed analysis, research and marketing to Ultra High Net Worth individuals.
- Provided customers with information on various investment products and services to include CDs, Treasury Bonds, Stock Options, Mutual Funds, High Yield Savings, Checking accounts, Home Equity, Overdraft protecting, Lines of credit, Credit cards, Loans, Commodities, Fixed income, Currency futures and Options on futures.
- Supported clients by identifying their financial situation, risk tolerance and overall objectives and helping match financial products and services to their needs.
- Researched and analyzed various customer portfolios with an emphasis on qualified retirement plan design, understanding ERISA, IRS regulations, tax reporting and corporate actions
- Collaborated with senior advisers to provide in-depth technical analysis essential for stock selection, financial modeling, risk analysis and portfolio construction
Confidential, Alexandria, VA
Major Accounts Executive
Responsibilities:
- Supplied product information and performed analysis of customer's business continuity requirement's, developing benchmarks, demonstrations, proposals and value propositions that exceed customer requirements
- Maintained records of all activity proactively while exceeded monthly and quarterly sales targets by 20% through effective client relationship and opportunity management.
- Developed new customer contacts and leads through business communication planning, generating a significant pipeline of new hardware, software and service opportunities.
- Planned and consulted within a team-based work environment to coordinate activity, organize tasks and implement post-sale delivery at customer locations.
- Designed comprehensive solutions to meet Federal business requirements to include managing client needs, responding to Federal bids and retaining existing accounts through a consultative approach.
Confidential, Fort Belvoir, VA
Acquisitions Specialist
Responsibilities:
- Supported the efforts of 25 military, civilian, and contractor personnel and personally worked with $47 million dollars of Research, Development, Test & Evaluation (RDTE), Operations and Maintenance of the Army (OMA), and Other Procurement of the Army (OPA) funding.
- Developed acquisition strategies for each technology with the intent to rapidly transition successful efforts to the appropriate acquisition office designated for Army wide fielding and/or soldier usage
- Aided the procurement of three MRI’s that supported the diagnosis of Traumatic Brain Injury (TBI) for soldiers in theater
- Helped save the lives of soldiers with the implementation of an effective standoff system in identifying Improvised Explosive Devices (IED) called Minotaur
Confidential, Atlanta GA
Finance Specialist and Public Relations Director
Responsibilities:
- Managed all technical projects of campaign including scope and specifications of web tools through polling, opposition research, fundraising, logistical organization and crisis management
- Directly supervised 10 staff members and was responsible for recruiting, scheduling, and organizing all the volunteer team
- Integrated online communication with offline organization to direct advocacy campaigns and connect with grassroots activists while helping to improve voter base by 15%
- Successfully guided the campaign’s major donor and direct mail fundraising programs to fundraising goal, while coordinating and overseeing all fundraising events
Confidential, Washington D.C.
Intern Office and Bar Admissions
Responsibilities:
- Researched and analyzed law sources to prepare drafts of arguments for review, approval and use by all nine Supreme Court Justices
- Searched and studied various legal documents to investigate facts, determine causes of action and isolate pertinent laws of cases for all qualified Supreme Court petitions for the 2011 Term
- Supported all phases of the admission process for eligible lawyers into the Supreme Court bar for the 2011 Term
Confidential, Washington D.C.
Biomechanics Research Assistant
Responsibilities:
- Received publication for my research associated with Trans-tibial Amputee Gait
- Led a group of 10 biomedical engineers in a research initiative comparing Trans-tibial and Trans-femoral Gait
- Information gathered from the study has been featured in numerous publications
- Only civilian to take part in a special military training and research experiment and research experiment