Budget And Fiscal Analyst resume example with 13+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Seasoned financial professional skilled at budgeting, financial statement analysis and preparation, project management, and business process improvement. Well-versed in accounting principles with over 20+ years of public and private sector experience, including governmental, manufacturing, and public accounting. Goal-oriented with strong leadership capabilities. Organized, highly motivated, and detail-oriented problem solver. Proven ability to work in unison with staff, auditors, customers and other internal resources.

  • Budget analysis and preparation
  • Financial analysis
  • Business process improvement
  • Month-end and year-end closings
  • Fund management
  • Bank reconciliations
  • General ledger reconciliation
  • Financial statement preparation
  • GAAP accounting
  • Customer service
  • EDI project management
  • Leadership
  • Payroll analysis
  • Presentations
  • Sarbanes-Oxley internal control compliance
  • GAAP familiarity
  • Working collaboratively
  • Computer skills
  • Interpersonal and verbal communication
  • A/P and A/R
  • Accounting and bookkeeping
  • Proficient in MS Office, Adobe, SAP, Banner
  • Quicken
  • Intuit QuickBooks
01/2019 to Current Budget and Fiscal Analyst State Of Massachusetts | Buzzards Bay, MA,
  • Responsible for the direction of administrative oversight, monitoring, reconciliation, and technical support for all categorical, restricted, grants, and special funds.
  • Provide personnel support and supervision
  • Prepare and input detailed budget information, analyze and identify budget to actual variances for the current fiscal year, and identify decision points for review by other management.
  • Develop categorical, restricted, grant, and special fund budgets. Research and review proposed grants to determine allowable expenses, including those for overhead and administration. Approve budgets for submittal to funding agencies. Oversee and construct chart of accounts and assignment of location numbers.
  • Complete monthly operational reviews to check budget compliance and identify areas in need of adjustment.
  • Research, analyze, and recommend solutions to various complex budgetary and accounting problems.
  • Authorize budget transfers for income and expenses. Track revenue, accounts receivable, purchase orders, contracts, and expenses to assure proper accounting and handling during fiscal year changes..
  • Compile and reviewed procurement data to make effective projections.
  • Oversee all day-to-day budget and financial issues.
  • Prepare financial and statistical reports for audit purposes, administrative decision support, and state and federal reporting
  • Juggle multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrate leadership by making improvements to work processes and helping to train others.
  • Participate in year-end closing procedures. Work with departments to reconcile and close accounts and determine beginning fund balances carried over into new fiscal years.
  • Provide assistance to external auditors. Oversee and assemble information from checklists and other auditor requests. Prepare internal control checklists for the department and orient other departments to requests. Prepare adjustments and corrective measures suggested and corrective measures suggested by auditors such as journal entries to income, expense, and fixed assets.
  • Assist in the preparation and presentation of workshops on related matters.
04/2013 to 01/2019 Accountant III C.W. Matthews Contracting Company, Inc. | Stockbridge, GA,
  • Assisted internal staff and external staff with departmental audits
  • Reviewed cost allocation plans
  • Reviewed and verified year­ end revenue and expenditure accruals and depreciation schedules
  • Performed financial monitoring of contracted service providers
  • Planed, performed, supervised, and reviewed a variety of accounting and auditing activities
  • Prepared reports and recommended improvements in general and cost accounting and audit systems
  • Assisted with accounting and/or auditing program implementation
  • Provided supervision, direction, and training to other accountants and other subordinate personnel; evaluated the job performance of subordinates
  • Analyzed division of departmental workloads and work flow and recommended redistribution of work assignments
  • Prepared and reviewed a variety of complex reports involving statistics, legal requirements, cost and general accounting, and auditing
  • Assisted other county staff and departments with the preparation of periodic financial statements, cost and written reports, and in the preparation of the County's annual comprehensive financial statement.
  • Prepared the departmental budget and monitored revenues and expenditures
  • Conferred with county officials and departmental personnel on accounting and auditing matters
02/2013 to 04/2013 Job Cost Accountant 3Pillar Global | Raleigh, NC,
  • Worked closely with project managers on contract commitment, change requests, budget revisions, change orders, anticipated costs, and budget variance reports to ensure projects are completed on time and on budget
  • Reviewed monthly construction pay application and supporting documents
  • Recorded project invoices by job, cost category, and draw number
  • Reconciled job costs report to CIP GL accounts
  • Monitored buyout, percentage of completion, contingency, and retention
  • Performed project month-end close
  • Closed out completed projects
02/2008 to 02/2013 Assistant Controller Albaad USA | City, STATE,
  • Reconciled bank statements
  • Managed coordination of monthly, quarterly, and annual inventory procedures
  • Reviewed costing of inventory
  • Managed compilation of ISOX documentation of internal controls
  • Assisted with consolidation of US operations financial statements
  • Reviewed dead inventory and make adjustments where necessary
  • Reviewed complete circle of inventory to determine any further adjustments
  • Reviewed and posted all transactions regarding bank loans and inter-company loans
  • Processed fixed asset invoices and depreciation run
  • Reviewed and processed monthly accruals, prepaid expenses, and accrued receivable accounts
  • Provided support and supervision to accounts payable and accounts receivable operations and made adjustments where necessary
  • Compiled financial statements in accordance with IFRS
  • Assisted auditors with quarterly review and annual audits
  • Reviewed all accounts to ensure completeness for the reporting period
  • Provided assistance to other departments to ensure that the financial statements are complete and accurate
Expected in 06/2004 Bachelor of Science | Accounting Greensboro College, Greensboro, NC, GPA:
  • Magna cum laude graduate
  • Sigma Beta Delta Honor's Society Member
  • Dr. and Mrs. Laws Parks Accounting Award Recipient for highest GPA among accounting graduates
Expected in 06/2001 Associate of Applied Science | Accounting Rockingham Community College, Wentworth, NC, GPA:
  • Phi Theta Kappa Honor's Society Member

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Resume Overview

School Attended

  • Greensboro College
  • Rockingham Community College

Job Titles Held:

  • Budget and Fiscal Analyst
  • Accountant III
  • Job Cost Accountant
  • Assistant Controller


  • Bachelor of Science
  • Associate of Applied Science

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