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Budget Analyst Resume Example

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BUDGET ANALYST
Summary

Skilled financial services professional with active security clearance. Over 20 years work experience in financial arena including military pay transaction processing, fund certification, interpreting financial regulatory controls and consumer lending.

Highlights
  • Fiscal budgeting knowledge
  • Accounting operations professional
  • Skilled in analytical reasoning
  • Financial Reporting expert
  • Strong communication skills
  • Superior research skills
  • Excellent time management skills
  • Account reconciliations
Accomplishments
  • Increased cost-effectiveness and productivity through compliance enforcement and implementation of a rigorous quality control system.
  • Recognized for proficiency and exceptional customer service skills by Command Team.

Experience
Budget Analyst
October 2015 to CurrentCompany Name － City, State
  •  Monitor and administer execution of the Installation Management Command budget for the Directorate of Plans, Training, Mobilization & Security at Fort Stewart.
  • Develop, plan and formulate organizational budgets for assigned Directorate.
  • Analyzed utilization and capacity against programmed spending targets while maintaining adequate execution rates.
  • Provide advice and assistance to customers.
  • Work with management to document and offset unusual expense variances in the respective areas.
  • Reconcile monthly financial statements and clear processing errors for customers.
  • Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.
  • Maintain confidential information, such as pay rates, bonus targets and pay grades.
Public Affairs Specialist
January 2015 to September 2015Company Name － City, State
  • Researched, negotiated, implemented and tracked public information for USAG Ft. Stewart serving more than 20,000 Soldiers and 30,000 Family Members.
  • Provided information to the news media, the general public and to internal audiences on all aspects of command training, projects and programs.
  • Composed, edited and provided photographs to support news and feature articles, press releases, and other communication materials for general and specialized audiences.
Military Pay Technician
April 2012 to December 2014Company Name － City, State
  • Reconciled financial records of service members to ensure accurate entitlement payments and accelerate debt repayment.
  • Ensured all financial information remains current and accurate in database.
  • Reconciled weekly/monthly financial reports and analyze for command team in timely manner.
  • Interpreted federal regulatory financial controls and ensure compliance resulting in multiple satisfactory inspections.
  • Responsible for providing command guidance on complex/difficult matters of military pay processing and cross training of new finance soldiers.
  • Conducted briefings to incoming and outgoing service members and their families regarding pay allowances.
  • Conducted follow-up audits and obtain information when documentation does not meet criteria established by regulation.
Public Affairs Specialist
December 2010 to March 2012Company Name － City, State
  • Followed guidelines by command information to prepare, edit, review and publish news articles in support of the Third Infantry Division missions including print and electronic media resulting in Army wide and civilian recognition for written articles.
  • Conferred with production, graphic design and web-design personnel to coordinate production of corporate communications materials.
  • Gathered and verified factual information regarding stories through interviews, observation and research.
  • Networked and partnered with IMCOM agencies to include Army Community Service to educate the community on program benefits like Army Emergency Relief loans and the Combined Federal Campaign.
  • Established and maintained cooperative relationships with representatives of community, consumer, employee and public interest groups.
Administrative Support
December 2008 to November 2010Company Name － City, State
  • Kept up-to-date, thorough and accurate case/personnel files for IMCOM CYSS Coordinator.
  • Explained Child, Youth, and School Services program offerings and requirements to service members and answered related questions.
  • Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Prepared weekly briefing materials on CYSS related programs/issues to be used for Higher Headquarter usage and community town hall meetings.
  • Collaborated with other administrative team members, human resources and the finance department on special projects and events.
  • Assisted with on-going accreditation standards.
Office Manager
May 2007 to November 2008Company Name － City, State
  • Managed team of 10 of professionals.
  • Managed patient/customer relations, operation logistics, resolved patient complaints, compiled/communicated financial statistics monthly with doctor/staff and maintained accounts receivables.
  • Composed correspondence and memorandums for signature.
Licensed Financial Specialist
August 2003 to April 2007Company Name － City, State
  • Researched beneficial investment opportunities and made recommendations based on client need.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Performed daily maintenance of the loan applicant database and client files.
  • Verified periodic reports for accuracy to ensure consistency with financial program objectives.
  • Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.
  • Communicated regularly with management regarding portfolio performance and new loan transaction quality.
Training and Development Manager, VP
October 1999 to January 2003Company Name － City, State
  • Planned and led business lending training programs for Small Business Banking Associates.
  • Led learning enhancement classes focused on improving academic and people skills needed for success in the workforce.
  • Designed training modules that implemented strategic business practices and organizational behavior training concepts.
  • Created testing and evaluation procedures.
  • Monitored training costs to maintain the training budget.
  • Developed project documentation to include project development (cost-benefit analysis), design documentation and operational documentation (reference manuals).
Training Delivery Manager
September 1995 to September 1999Company Name － City, State
  • Conducted program analysis relating to the development and execution phases of training and development programs.
  • Led training programs designed to implement the Model Banking Program for employees acquired through bank acquisition.
  • Offered specialized training programs to help employees maintain and improve job skills.
Banking Center Manager
August 1993 to October 1996Company Name － City, State
  • Maintained control of resources and financial reports in a fiscally responsible manner.
  • Executed financial due diligence and increased sales portfolio
  • Provide timely manpower data updates and utilization reports to higher officials.
  • Successfully managed staff of 10 and increased sales and production.
  • Provide advisory services to bank customers.
  • Analyzed monthly reports to determine resource management needs.
Education
Certificate of Completion : DoD Financial Management Certification Level 2, 2018US Defense Department － City, State, United States
  • Successful completion of required Department of Defense Financial Management Certification Program
Certificate of Completion : Comptrollers Accreditation & Fiscal Law Course, 2017JAG University － City, State
  • Required training on the correct usage of federally appropriated funds to ensure compliance with relevant laws and regulation
Certification : Civilian Education System, 2016Army Management Staff College － City, StateSuccessful completion of 2 week Civilian Education System Basic Course which recognizes and promotes critical skills for civilian Army leaders
Certificate of Completion : Basic Accounting Principles and Framework, 2015US SkillPort － City, State
  • Successful completion of non-mandated on-line training of the budgetary process
Certificate of Completion : General Fund Enterprise System, 2015Army Learning Center － City, State

On-line Training

Certificate of Completion : Planning, Programming, Budget and Execution, 2015Army Financial Management School － City, State
  • Successful completion of the Department of Defense and the Department of the army's Planning, Programming, Budgeting and Execution course
Certification Completion : Organizational Budgeting Activities, 2015US Army SkillPort － City, State

Successful completion of non-mandated on-line training on organizational budgetary activities

Certificate of Completion : Antideficiency Act Training, 2015Management Concepts － City, State

Classroom Training

Certificate of Completion : Introduction to Federal Accounting, 2014American Society of Military Comptrollers － City, State
  • Successful completion on on-line Professional Development Training on Military Comptroller Concepts/Principles
Select One : Series 6 & 63, 2005Georgia Securities License Commission － City, State

Completion of Series 6 and 63 (Georgia required Investment Certification) to sell securities. License has not been renewed since leaving Wells Fargo.

Bachelor of Arts : Journalism, 1992University of South Carolina － City, State
Ongoing Certification : 2014Certified Defense Financial Management Certification － City, State

Module 1 Completion

Certificate of Completion : Civilian Foundation and Civilian Leader Basic Course, 2011Army Learning － City, State

On-line Training

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Resume Overview

School Attended

  • US Defense Department
  • JAG University
  • Army Management Staff College
  • US SkillPort
  • Army Learning Center
  • Army Financial Management School
  • US Army SkillPort
  • Management Concepts
  • American Society of Military Comptrollers
  • Georgia Securities License Commission
  • University of South Carolina
  • Certified Defense Financial Management Certification
  • Army Learning

Job Titles Held:

  • Budget Analyst
  • Public Affairs Specialist
  • Military Pay Technician
  • Administrative Support
  • Office Manager
  • Licensed Financial Specialist
  • Training and Development Manager, VP
  • Training Delivery Manager
  • Banking Center Manager

Degrees

  • Certificate of Completion : DoD Financial Management Certification Level 2 , 2018
    Certificate of Completion : Comptrollers Accreditation & Fiscal Law Course , 2017
    Certification : Civilian Education System , 2016
    Certificate of Completion : Basic Accounting Principles and Framework , 2015
    Certificate of Completion : General Fund Enterprise System , 2015
    Certificate of Completion : Planning, Programming, Budget and Execution , 2015
    Certification Completion : Organizational Budgeting Activities , 2015
    Certificate of Completion : Antideficiency Act Training , 2015
    Certificate of Completion : Introduction to Federal Accounting , 2014
    Select One : Series 6 & 63 , 2005
    Bachelor of Arts : Journalism , 1992
    Ongoing Certification : 2014
    Certificate of Completion : Civilian Foundation and Civilian Leader Basic Course , 2011

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