Experienced Financial/Budget and Management Analyst for the Centers for Disease Control and Prevention. Finance Controller, Manager and Accounting professional in government and other diverse financial institutions. AREAS OF STRENGTH: Strong leadership abilities FAR/GAAP Compliance Budgeting and Forecasting Executive Presentations Financial Statement Preparation & Analysis Cost Proposals DCAA Audits & Internal Audits Revenue Recognition/GL reconciliation Month-end & Year-end Close Strong communication and organization skills Excellent skills in collaborating with others to achieve common goal Ability for developing excellent rapport with customers as well as co-worker Overall expertise in account management and operations High-Volume, Fast Paced Environments
Accounting systems assessment
Cash-flow report generation
Increased cost-effectiveness by [Number]% through compliance enforcement and implementation of a rigorous quality control system.
Increased efficiency of discrepancy investigations by [Number]% by designing a more accurate cash-forecasting system.
Resolved $[Amount] in duplicate payments by creating a tracking system for contract employment expenses.
Accountant12/2015 to CurrentJames Wegener, QuickBooksAtlanta, GA
Managed accounting operations, month-end close and account reporting Executed financial reporting on multiple properties using QuickBooks Provide forecasts and estimations for revenue Researched and resolved collections and billing disputes with efficiency Reconcile accounts, i.e.
bank transactions Processed and recorded employee payroll, electronic deposits and pay adjustments Verified details of accounts including funds received and expensed Issued paychecks to vendors on a weekly basis Developed excellent client-relationships.
Cost Analyst05/2015 to 09/2015Time Solutions, PGO/CDCAtlanta, GA
Perform assessments and provide recommendations on the adequacy of organizational Management systems (i.e., the accounting, financial, budgeting, property management and procurement) and associated policies, procedures and internal controls.
Perform financial capability reviews to determine the sufficiency of organizational funds apart from the grants) to meet costs of operations and payment of liabilities in a timely manner.
Perform financial capability reviews to determine the sufficiency of organizational accounting Systems to properly manage Federal funds.
Provide subject matter expertise on cost analysis activities.
Perform cost analysis by obtaining detailed cost breakdowns, verifying cost data, evaluating specific Elements of cost, and examining source data.
Financial Analyst/Budget Analyst07/2013 to 03/2015Carter Consulting, OCFO/CDCAtlanta, GA
Sr. Finance Controller03/2013 to 07/2013Hillsman IncorporatedAtlanta, GA
Oversee the direction, management and evaluation of all financial activities to ensure timely preparation Prepare, produce and analyze monthly financial statements.
Oversee cash management.
Develop budgets and accounting procedures Audits-Internal preparation Preparation of annual tax returns Improve Accounting System Design and develop reports and analyses that lead to improved management decision making Design and implement the revenue recognition process thru Ajera Collaborate with the Principal and design staff, clients and contractors to identify and define paths and timelines for proper financial management of all projects.
Financial Analyst10/2011 to 11/2012Carter Consulting, FMO/CDCAtlanta, GA
Contract Specialist03/2011 to 10/2011Procurement/Grants Office/ CDCAtlanta, GA
Contract Specialist perform pre-award and post-award functions, such as review quotes/proposals, conducting cost analysis and prepare pre-award and award documentation for Firm Fixed Price and Cost Plus Fixed Fee contracts.
Perform review requisitions for adequacies, consistency, and compliance with regulatory, and procedural requirements.
Monitoring, analysis of appropriated funds in relation to Cost Plus & Fixed Fee contracts.
Conduct performance assessments, process modifications, resolve payment issues/UFMS/ICE.
Monitor contractor and program office compliance with award terms and conditions.
Perform independent research , applicable regulations, policies and guidance documents for contract management issue: pre-award, post-award audits.
Perform the full range of closeout functions for expired awards.
Prepare documents regarding compliance with Federal cost and accounting standards, including identifying unallowable and unsupported costs/UFMS/ICE.
Sr. Finance Controller10/2009 to 12/2010LT Trinity IncNew Orleans, LA
Perform financial statement analysis, determine efficiency of financial operations.
Develop budgets, estimates and forecasting in the area of profit planning Develop and analyze variance reports Transform financial data into reports Perform internal audits and risk assessments Cash management.
Recommend budget adjustments, and other cost improvement measures for the project.
Interpret data for the purpose of determining past financial performance and to project a financial probability for the company.
Review costs and perform cost benefit analysis related to projects and programs.
Sr. Finance/Business Manager09/2005 to 05/2009Perot Systems Services (ITSO)/CDCAtlanta, GA
Financial Manager for the former MSS and current ITISS contract.
Interpret financial management policies and provide guidance to personnel.
Provide support for the MSS/ITISS contract Process financial documents and perform financial analysis of financial statements and verify accuracy, produce cost proposals.
Prepare, analyze and present forecasts, estimates, and budgets, invoicing.
Interpret financial data pertaining to multiple projects.
Perform budgeting, cost control, analysis and reporting (SAP/Excel).
Perform internal audits, DCAA and risk assessments.
Manage contract close outs.
Liaison between CFO, VP's and project managers for financial data.
Extensive knowledge and experience with Deltek Job Cost Accounting System.
Assistant Finance Controller/Senior Finance Controller05/2000 to 09/2005Eagle Group InternationalAtlanta, GA
Assist CFO with budgeting and forecasting.
Supervise, direct and coordinate the day-to-day functions of the accounting department, including AR, AP and Payroll.
Perform closing the accounting system on a monthly and annual basis.
Prepare financial statements.
External audits (DCAA) at year-end with preparation of schedules and FAR/GAAP compliance as well any other needed data.
Oversee Cash Management Perform budgeting, cost control and analysis (Advanced Excel).
Extensive knowledge and experience with Deltek Job Cost Accounting System.
Reconcile general ledger accounts.
350 million dollar budget with NCCDPHP-Cancer Division Using Microsoft Excel or similar program, establish a means of tracking budget allocations and expenditures.
Work with the Associate Director of Management Operations in the allocation of funds to projects and operating units and workflows and protocols to guide the submission of grant, cooperative agreement, and contractual documents from conception through submission to PGO.
Provide financial projections of trends and present interpretations and findings through spreadsheets, written, and graphical communication.
Prepare detailed estimates of funding needs to assist management with operation planning and decision-making.
Establish a mechanism for regular account reconciliation to guard against over- or under-obligation.
Accounts are reconciled monthly during the first 8 months of the fiscal year and every two weeks during the final 4 months.
Create a repository of financial management resources including but now limited to CDC accounting information, PGO templates and guidelines, and official Government, HHS, and/or CDC policies and regulation that guide the obligation of funds.
Provide brief training to branch staff on the tools and protocols developed in the tasks above.
Consult with members of the Division on the standard operating procedures produced under this task and general financial management topics.
Develop a comprehensive budget tracking system for Division and Branches that ensures managers have real-time budget information from numbers and pivot tables supplied by OCFO.
Prepare a variety of balance sheets and reports related to the status of funds, expenses and obligations.
Provide support to mangers and program specialist in the budget formulation and execution process.
Provide analysis and advice on a range of financial matters to program managers and staff, and assist in relating budgetary data to program performance.
Perform execution functions for assigned budget area.
Monitor, review and reconcile commitments, obligations, reimbursable orders, inter-agency agreements and grants.
Identify potential problems and provide recommendations for resolution.
Work closely with payroll, to include updating, tracking and monitoring sick leave, maternity, annual, military leave for over 400 personnel.
Track vacancies, shared costs, fare share and bonus for Commissioned Corp personnel.
Create and maintain complex spreadsheets for tracking, monitoring and adjusting of funds.
Current and prior year funding.
Ensure appropriate and accurate resource/accounting data regarding the use of intramural/extramural funds are captured and accurately maintained in the system.
Analyze budgetary documents i.e., RGA's, Integrated Contracts Expert (ICE), Inter Agency Agreement (IAA), 1267 Monitor, review and reconcile commitments, obligations, and reimbursable orders and identify potential issues while providing recommendations for resolution of budgetary problems.
Recommend process improvements to budgetary processes, policies and procedures.
Develop annual work plans and schedules for the execution of approved budgets.
Prepare a variety of recurring and special reports and presentation material covering the status of funds, expenses and obligations.
Update budget account records to reflect changes in the amount of funds available.
Established timelines for awarding grants and contracts.
Assist in developing and updating checklists to process numerous funding documents, for example Orise, Continuation projects, new funding, IAA and Centers Disease Control contracts.
Create, maintain, update and reconcile various budget reports, for example, month-end report.
Review of year end forecast; reviewed actions from previous internal audits and assisted with financial analysis of applications.
Collaborate with staff from the different programs to develop, analyze and evaluate requests for grants, cooperative agreements and contracts.
Engage with staff members to provide guidance on correctly preparing forms in support of contracts, grants, memoranda of agreements and cooperative agreements; deadlines on submitting forms to Procurement Grants Office.
Interact with management, Office Directors office, OCFO, PGO and MASO to resolve discrepancies concerning contracts, cooperative agreements, IPAs, Intra-Interagency agreements on various budgetary matters.
Perform budget development, formulation and/or execution functions for the Human Capital Resources Management program under Centers for Disease Control.
Interprets complex regulations, directives and policies and provide authoritative advice and assistance to the program managers.
Analyze the impact of new or proposed legislation of HCRMO's budget.
Compiles data and prepare a variety of ad hoc and reoccurring reports and analyses related to financial management issues such as status of funds, FTE usage and obligations.
Reviews and edits agency and office budget submissions for reasonableness, accuracy and conformance with FMO/CDC procedures and guidelines.
Work with managers and program specialists in the development of annual work plans and schedules for the execution of approved budgets.
Recommend reprogramming and adjustments to work plans to account for changes in funding levels, program changes and unanticipated expenses.
Identify opportunities and recommend process improvements to the budgetary process.
Interpret complex databases, registers and track obligations, expenditures and the flow of funds.
Negotiate budget funding amounts, timing and changes with program managers, monitoring budgets.
Bachelor's DegreeUniversity of MarylandCollege Park, MD
Executive MBAFall 2015Emory UniversityGA
Microsoft Office -Word, Excel (pivot tables, graphing/charting, forecasting, linking files, formulas), PowerPoint, Access (including database queries), Citrix. Gov-IRIS Systems, Gov't- Admin E Systems, Gov't-ICE Systems, Gov't-UFMS Systems, and Deltek Job Cost (System 1, GCS Premier, Cost point) and Ajera