budget specialist resume example with 9+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
  • 10+ years of strategic leadership establishing and measuring the company's short-term goals and long-term strategies.
  • 15+ years of experience in Financial Analysis & Reporting, Balance Sheet Management, Account Reconciliation, Internal Auditing.
  • 10+ years of experience in Risk Assessments, Governance, Compliance, and Innovation Audits as well as managing accounting and finance projects.
  • 5+ years of experience in Treasury and Cash Management; Investment and Portfolio Accounting; Corporate Tax Reporting.
  • 10+ years of experience in planning, developing, administering financial programs for governmental units; fiscal planning and management including staffing, training, budgeting, and reporting.
  • 15+ years of experience in Business Process Reengineering; deploying lean principles to eliminate waste, build quality processes for cost savings and increasing customer value; create a learning environment for innovation and creativity of employee skills and talents, improving delivery service and exceptional customer service, and achieve cost excellence by increasing transparency and accountability, employee morale, and developing faster decision-making processes.
  • Sigma Financial
  • Microsoft Excel, Word, Access, and PowerPoint
  • VIPER Financial
  • Oracle Financial Management - DRMS
  • MAIN Financial Management System
  • Hyperion Financial Management/Essbase
  • SQL SAP Financial
  • ACL PeopleSoft Financial
  • STW E-Gram
  • Business Intelligence
  • Accounting, Financial, Policies
  • Accounting Systems, Financial analysis, Positioning
  • Administrative, Financial Management, Presentations
  • Benefits, Financial planning, Processes
  • Billing, Financial reporting, Program management
  • Budget development, Financial statements, Quality
  • Budget and planning, Forecasting, Reporting
  • Budgets, Government, Research
  • Budgeting, Grants, SAP
  • Budget, Hyperion, Settlements
  • Business Intelligence, Information systems, SIGMA
  • Business processes, International business, Sound
  • Business Systems, Inventory, SQL
  • Cash flow, Investments, Strategic
  • Cash Management, Team lead, Tax
  • Closing, Mainframe, Treasury
  • Contract Management, Managing, Vision
  • Corporate Finance, Access
  • Cost reduction, Microsoft Excel
  • Council, PowerPoint
  • Counseling, Word
  • Data analysis, Oracle
  • Data collection, Developer
  • Decision support, Organizational and development
  • Delivery, Organizational
  • Department of Health, Packaging
  • Documentation, Payroll
  • Essbase, PeopleSoft
  • Financials, Personnel
  • Finance, Plan development
Education and Training
, Expected in 2020 Post-Master/Graduate Certificate : Project Management - GPA : Department of Health and Human Services, Emerging Leaders Program
Walsh College Troy, MI Expected in Master of Science : Management - Business Operations and Process Reengineering - GPA :
, Expected in Bachelor of Business Administration : Accounting - GPA :
, Expected in Post-Master/Graduate Certificate : Finance/Treasury and Cash Management - GPA :
Johns Hopkins University - Budget Specialist
Baltimore, MD, 04/2017 - Current
  • Financial Operations - Bureau of Budgets (Full-Time, 40 hrs/week).
  • Develop and manage Population Health program budgets, periodic updates from state appropriation; and budget development throughout the budget cycle to ensure operational success of several Bureaus under Population Health.
  • This includes Appropriation 32300A - Division of Emergency Preparedness, Healthcare Preparedness and Response (recent projects Opioid Response and Pandemic COVID-19); Appropriation 41500A - EMS Trauma; Appropriation 30750 - HIV Prevention Testing and Care; Appropriation 64150 - Sexually Transmitted Disease; Appropriation 70000 and 70010 - Women, Infants, and Children (WIC); Appropriation 48700A - Immunization (including Michigan Care Improvement Registry (MICR); Appropriation 42250 - Communicable Disease-Surveillance, HAI and Tuberculosis, Viral Hepatitis, ELC and Emerging Zoonotic; Epidemiology - Lifecourse Epi and Genomics, Environmental Health, Toxicology; Appropriation 47500 - Health Homes (including projects Flint and PFAS); Appropriation 55900 - Newborn Screening; and Appropriation 35500A - Childhood Lead Poisoning.
  • Formulate, implement, and maintain policies, procedures, and appropriate systems (analytical tools, business/information systems and models, and/or projections of revenue and cost behavior).
  • Assist in executing labor resource requirements for salaries, benefits, and Full-Time Equivalents (FTE) for the assigned area for both the current plan execution and subsequent year plan development.
  • Actively work with the State Bureau Directors, other Executive team members, and District staff to build partnerships across functions: identifying strategic, organizational and development objectives, and a vision for the future; and aligning the Budget, Grants and Business Systems initiatives in support of those objectives and vision.
  • Lead the review of business transactions, spending plans and programs to ensure that the best interests of MDHHS programs are received; identify opportunities for improvement, cost reduction, and systems enhancement.
  • Assist in developing procedures and processes to promote budgetary and grant internal controls, safeguard of MDHHS assets to prevent waste and fraud, and adhere to compliance with generally accepted accounting principles, and sound business practices relevant to local, state, and federal regulations.
  • Prepare and deliver budget reports and presentations to State Administration and validate the fiscal impact of program activities against program funding; perform studies and analyses of budget and planning information to respond to internal and external queries and provide critical management information and other analysis to executive leaders.
  • Oversee accounting, reporting, and budget functions for Program Operation adherence with state legislative authorizations, government regulations and GAAP - annual operating budgets, projections, variance analysis, account analysis, and implementation of procedural and reporting improvements and development of effective business relationships.
  • Develop/train program finance staff in the latest techniques and skills necessary to improve and maintain performance expectations; and to drive process-based improvement across functions and within Financial Operations.
  • Perform financial analysis and reporting using government integrated financial management systems: SIGMA Financials and Vendor Service Management, and EGRAMS for Contract Management.
Sbm Management - Director of Internal Audits
Dupont, WA, 07/2014 - 03/2017
  • Reviewed and recommended operating practices to determine compliance with applicable statutes, laws, regulations, and policies and to determine the economy, efficiency, and effectiveness of Operations.
  • Planned and conducted operational, financial and compliance audits to evaluate the effectiveness of internal controls; and determined compliance with selected policies, procedures, and regulations.
  • Performed significant in-depth research on applicable statutory, regulatory and/or programmatic requirements including departmental policies and procedures relating to the overall department.
  • Working with accounting staff in preparing responses and corrective action plans to proposed findings resulting from audits and responsible for following up to ensure that corrective action plans were appropriately drafted/implemented.
  • Worked with directors and staff to help to instill and teach proper, business processes, and improve efficiencies while simultaneously work to instill proper internal controls and documentation.
  • Examined developer advances for capital projects and construction improvements; finance engineering, evidence control; inventory; payroll; and other programs or functions to determine accuracy of transactions and ensure compliance with pertinent laws or regulations.
  • Developed and implemented approaches to departmental administration and improving operating efficiencies to drive process-based improvement across functions and within Financial Operations.
  • Performed month-end closing and financial reporting process including analysis and reconciliation of all G/L accounts.
  • Trained and supervised internal audit staff of 25 employees.
  • Developed internal audit program to observe [Industry] activities and enforce procedures.
Procore Technologies, Inc. - Sr. Financial Analyst
Willmar, MN, 12/2012 - 11/2013
  • Dealer Accounting Systems - Global Treasury Settlement (Full-Time, 40 hrs/week) Contract for Infomatic Inc.
  • Oversaw decision support MBFS/MBUSA subsidy and intercompany reconciliation ownership and process.
  • Utilized Lemans, CARS, EFT, Mainframe/Netstar, and SAP technologies to process, analyze, and investigate daily activities of Accounting Systems processes.
  • Performed data analysis and manipulation, analytical assessment, data collection, communication packaging, and presentation of results to support financial operations.
  • Oversaw and reconciled inter-company transactions and global treasury settlements.
  • Recorded monthly transactions of assigned countries and managed expenses of impatriate/expatriate.
Thrivent Financial For Lutherans - Principal Accountant
Hayward, WI, 08/2010 - 12/2012
  • Corporate Treasury/Cash Management and Investments), (Full-Time, 40 hrs/week).
  • Lead Accounting Team to ensure optimal cash flow; performed forecasting and analysis and executed daily funding decisions.
  • Designed financial reports to monitor expenditures and revenues.
  • Oversee daily cash positioning activities, including managing daily liquidity, cash position reconciliation, and bank-reporting researched, interpreted, and analyzed school district financial data.
  • Prepared, delivered, and analyzed various reports including daily cash sheets, weekly cash summary and annual cash forecast and summary for use by CFO, Deputy CFO and other Executive Teams.
  • Assisted in preparing periodic & annual financial statements and interim reports to be submitted to the District and various governmental agencies (i.e.
  • Comprehensive Annual Financial Report & Single Audit; Corporate Tax Withholding).

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Resume Overview

School Attended

  • Walsh College

Job Titles Held:

  • Budget Specialist
  • Director of Internal Audits
  • Sr. Financial Analyst
  • Principal Accountant


  • Post-Master/Graduate Certificate
  • Master of Science
  • Bachelor of Business Administration
  • Post-Master/Graduate Certificate

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