director budget grants and planning resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Executive Profile

Outstanding, self-motivated and reliable Controller with strong finance and accounting background experienced implementing computer systems. Project Manager of large, highly complex projects responsible for financial and organizational analysis, forecasts and planning, budgeting, and matrixed teams. Professional level experience in finance, responsible for accuracy of reporting, conflict resolution, institutional planning, Finance, Human Resources, Payroll, Computer Services and Systems implementation. Lead executive management teams with interrelated work processes and functions to maximize mission accomplishments and resource efficiency. Possess strong problem solving skills, high attention to detail and ability to proactively plan with a broad perspective and communicate effectively with personnel and executive management.

Skill Highlights
  • Strong finance/accounting background
  • Enjoy working in a team environment
  • Ability to enhance business processes and work with confidential data
  • Project management
  • Negotiations expert
  • ERP implementation
  • Thrive working with technology.
Troy State University Sumter, SC Expected in 2002 MBA : Management and Leadership GPA 4.0 - GPA :
University of Phoenix, Strayer University, Central Carolina Sumter, SC Expected in 2002 Bachelor of Arts : Accounting 24 Cr Hr - GPA :
University of South Carolina Sumter, SC Expected in 1996 Bachelor of Science : Business Administration - minor Finance - GPA :
Professional Experience
Cbiz, Inc. - Director, Budget, Grants and Planning
Greenville, SC, 05/2009 - 05/2012

•Acting Dean of Financial Services, Chief Financial Officer and Controller.

•Managed operating budget, numerous Federal and State Grants and private funds.

•Created Business, Finance and Grant policies and procedures.

•Developed institutional strategies and implemented long-term goals.

•Provided institutional training in Finance, Technology and policies and procedures.

•Project Manager responsible for implementing ERP system.

•Prepared reports required by regulatory authorities, Federal grants, State Budget and Control Board using GAAP.

•Performed all accounting functions, analysis, financial performance projections and budget forecasts.

•Responsible for communication of current policies, procedures and systems requirements.

•Prepared financial analysis and strategic planning presentations for institution-wide meetings and training.

•Responsible for the planning function of the institution, including Strategic, Profit and Capital Plans.

•Authorized, identified and directed corrections of system-wide payroll, AP and AR errors.

•Oversaw all audit functions and inventory reconciliation.

•Utilized conflict resolution and mediation experience to improve employees’ productivity.

•Taught university courses on workforce diversity, ethics, business processes, occupational groups and conducted classroom research.

Department Of Defense - DoD Air Force Auditor, GS-12
City, STATE, 2001 - 05/2009

•Performed as Acting Team Chief, reviewed accuracy of auditors' work, analysis, reports, and exceptionally communicated orally and in writing on a professional level.

•Investigated commanders’ programs and briefed Major Commands of findings and corrective actions.

•Worked on high profile projects and supported joint audits world-wide evaluating systems, medical, contracts and war materials control.

•Researched and learned processes for evaluation and analysis.

•Computed complex calculations and analysis of Trillion dollar budgets.

•Recorded and organized information and prepared factual reports.

•Excellent management skills with people, assets and resources.

•Expert critical reasoning skills.

•Experienced in complex accounting and financial processes.

•Evaluated accounting, financial, systems, classified, top secret information, business processes and contracts.

•Assessed managements' business risks, made recommendations on internal controls, improvements and provided written reports with detailed corrective actions suitable for court defense when necessary.

•Extensively traveled on detail and able to efficiently plan work, travel and submit timely and completed records for reimbursement and productivity evaluation.

•Experienced with Microsoft Products, numerous systems and software with an aptitude for technology.

•Additional responsibilities were Management of classified material, Computer Administrator, Publicity Manager, Editor, Purchase Card and Resource Manager.

University Of South Carolina - Director, Graduate Regional Studies Interim
City, STATE, 02/1996 - 2001

•Managed Sumter Graduate Programs and courses.

•Managed AP, AR, budgets and responsible for generating revenues.

•Web master and further automated office processes for clients.

•Fundamental in Graduate School marketing and strategic planning.

•Hired qualified professors to teach graduate courses.

•Contracted with schools and businesses to provide graduate courses and all Human Resource functions.

•Chaired and coordinated the Santee-Wateree Educational Consortium.

•Prepared and managed budget, researched job qualifications and salary recommendations for employees.

Program Coordinator, Graduate Regional Studies

•Hired, trained, assigned duties and evaluated office personnel.

•Oversaw all accounting and finance processes.

•Performed advisement, admissions, registrar and business functions.

•Created and maintained graduate school web page.

•Automated the registration process for customer convenience.

•Chaired Computer Advisory Committee.

•Marketing director for Graduate School.

•Created graduate course schedule.

Air Force Exchange Services - Operations Assistant
City, STATE, 05/1988 - 11/1995

•Responsible for accurate posts of debits and credits and balanced daily reports.

•Reconciled deposits, month end journals and computerized accounts and inventory.

•Managed all aspects of payroll.

•Maintained computer files of customer data base and inventory records.

•Collected and reported information to headquarters.

•Trained employees on computer applications and co-workers' jobs.

Professional Affiliations

SC Women in Higher Education 2009 to Present

Leadership Sumter Board of Regents, Chamber 2009 to Present

The Institute of Internal Auditors 2005 to 2009

Air Force Military Comptrollers 2003 to 2009

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Resume Overview

School Attended

  • Troy State University
  • University of Phoenix, Strayer University, Central Carolina
  • University of South Carolina

Job Titles Held:

  • Director, Budget, Grants and Planning
  • DoD Air Force Auditor, GS-12
  • Director, Graduate Regional Studies Interim
  • Operations Assistant


  • MBA
  • Bachelor of Arts
  • Bachelor of Science

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