budget financial analysis manager resume example with 18+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Experienced Financial and Project Manager with over eight years of experience seeking a position in budgeting, accounting, financial, and grant management.

  • Experience with accounting systems including, Microsoft's Great Plains, Oracle's PeopleSoft, CostPoint, and Cognos Project Planner
  • Uses, modifies, and creates Excel spreadsheets for analyzing and manipulating data
  • Quantitative research skill in analyzing data using SPSS 11.0 and SAS 8.0
  • Experience with development programs and research, such as Raiser's edge 7.0, Foundation Directory, Hoovers, Chronicle of Philanthropy, Leadership Directories, and Guidestar
  • Strategic and financial planning expert
  • Process implementation
  • Accurate forecasting
  • Strength in financial planning
  • Data trending
  • Account reconciliations
Budget & Financial Analysis Manager, 01/2014 - Current
Aaa Of Southern California Portland, ME,
  • Manages a $30M annual budget and monthly forecast process
  • Coordinates monthly and year end period closing in conjunction with Accounting department
  • Manages centrally budgeted items, including salary, overtime, fringe, rent, capital expense, revenue, and pricing to ensure compliance with approved budget
  • Prepares year end indirect cost calculation and allocation of accounting journal entries
  • Prepares multi-year planning targets, cash flow projections, and revenue fee schedules
  • Reviews department and company level budgets for areas of modifications
  • Reviews and analyzes budgets to identify trends, missing items, and new initiatives
  • Prepares grant reports for accuracy of activity against approved budget Prepare and file federal financial quarterly reports and reimbursements from NIH and NSF
  • Supports Grants & Development department in preparation of budgets, progress reports, and no cost extensions.
Senior Financial and Project Manager, 05/2007 - 01/2014
Amita Health Saint Clair Shores, MI,
  • Forecast budgetary obligations, expenditures, and revenue over $4,000,000 Oversees revenue distribution and compliance to grant terms
  • Managed over $400,000 in federal grants Administer grants for a portfolio of over 80 projects Authorizes and monitors project expenditures and purchases, including procurement
  • Developed, implemented, and monitored over $950,000 in contractual agreements including subcontracts, affiliate appointment letters, and external research, author, and vendor contracts
  • Alerted senior project staff and Director of Finance of any potential funding problems Identifies short and long term funding needs
  • Coordinated the preparation and review of project proposals to assist projects fundraising efforts
  • Facilitated the preparation of narrative and financial reports to funders Serves as principal liaison for projects within other institutional divisions, such as other research programs, Development, General Counsel Office, Grants Administration, and Finance
  • Trained and supervised Budget Assistant
  • Assisted in development of general financial management systems and procedures, including financial templates and tracking systems to standardize and streamline financial processes.
Development Coordinator, 04/2006 - 05/2007
Cushman & Wakefield Silver Spring, MD,
  • Drafted and packaged funding proposals and donor correspondence with relevant scholars, development, and Economic Studies (ES) staff, including stewardship reports and proposal cover letters.
  • Identified and researched new donors for general and project or center support.
  • Developed and maintained appropriate systems to ensure careful coordination of fundraising strategy, research, cultivation, solicitation, and stewardship within Economic Studies, the Development Office, and with other Brookings research programs.
Senior Research Analyst, 10/2002 - 03/2006
The Conam Group Sherman Oaks, CA,
  • Performed a qualitative analysis on a firm's investment style, sector/industry coverage, country focus, contact information, background/history and other useful data points for corporate and capital markets.
  • Collected information from industry publications, websites and other research material to confirm sector coverage, stock recommendations and contact information on the sell-side analyst.
  • Interviewed sell side analysts and associates for corporate investor relation clients.
Development Intern, 05/2002 - 10/2002
The National Park Foundation City, STATE,
  • Researched and created research reports on potential corporate sponsor's company organization, financial data, marketing objectives, and community involvement for the national parks.
  • Researched marketing strategies for public awareness campaigns for the African American Experience Fund.
  • Administrative duties, included database management, answering phones, processing office mail, and records management.
Masters: Public Policy, Expected in May 2005
American University - Washington, DC
Status -
Certificate in African American Studies: , Expected in 2001
University of Maryland - College Park, MD
Status -
Bachelor of Arts: Economics, Expected in 2001
University of Maryland - College Park, MD
Status -


Public Policy (M.P.P.): , Expected in
- ,
Status -

Accounting, accounting systems, Administrative, streamline, analyst, budgets, Budget, capital markets, cash flow projections, closing, Cognos, contracts, clients, database management, Finance, financial, financial management, focus, fundraising, Grants, Leadership, letters, Director, marketing strategies, marketing, Excel spreadsheets, mail, Office, monitors, NSF, Oracle, PeopleSoft, pricing, processes, procurement, progress, proposals, proposal, publications, Raiser's edge 7.0, research, research reports, SAS 8.0, SPSS, strategy, answering phones, websites, author

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Resume Overview

School Attended

  • American University
  • University of Maryland
  • University of Maryland

Job Titles Held:

  • Budget & Financial Analysis Manager
  • Senior Financial and Project Manager
  • Development Coordinator
  • Senior Research Analyst
  • Development Intern


  • Masters
  • Certificate in African American Studies
  • Bachelor of Arts
  • Public Policy (M.P.P.)

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