Financial Adviser resume example with 20+ 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:
Professional Summary
Quality-focused accounting professional with over [number] years processing invoices, managing vendors and auditing expense reports.
Key Skills
  • General ledger accounting aptitude
  • Complex problem solving
  • Strong communication skills
  • Expert in customer relations
Effective time management
ERP (Enterprise Resource Planning) software
Proficient in SAP
Financial Adviser, 01/2010 - 11/2016
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  • Specialist in national budget preparation, budget execution and monitoring, and parliamentary audit.
  • Mentoring and capacity building of parliamentarians and staff in parliament and government on the budget process (strategic planning, budget preparation, budget execution, internal controls, accounting and reporting, and audit).
  • Had 14 years' experience in Timor-Leste, a post-conflict country, 11 years of which were with the National Parliament, the country's national assembly.
  • One of the key experts as senior budget expert and trainer for the National Parliament under the oversight capacity development component of the UNDP Timor-Leste Strengthening Parliamentary Democracy in Timor-Leste Project.
  • From 2005 to 2009 assigned with the Committee on Economy, Finance and Anti-Corruption (currently named Committee on Public Finance).
  • From 2009 to 2016, provided advisory support, as an international adviser to the Secretariat of the National Parliament on the administration and financing of the National Parliament.
  • Contributed to improving the institutional capacity of the National Parliament (representatives and staff) to conduct budgetary oversight and strengthen parliamentary administration and financing.
  • Have extensive knowledge and experience on the budget cycle and the FreeBalance financial and accounting system of the government.
  • In January 2016, the National Parliament became an autonomous agency, independent from the Ministry of Finance.
  • Established process flow chart showing segregation of responsibility of staff in the Division of Finance.
  • Coached staff on their responsibities on the payment process, treasury and accounting.
  • Prior to the assignment in Timor-Leste, I was a staff member of the Asian Development Bank (ADB) responsible for project administration and supervision of loan and technical assistance projects of the ADB.
  • Worked with the ADB for more than 20 years.
  • Secretariat, National Parliament of the Democratic Republic of Timor-Leste Provided capacity building to national staff on budget preparation, budget execution and audit.
  • Secretariat The National Parliament was established in May 2002.
  • Since then, the National Parliament was under the centralized jurisdiction of the Ministry of Finance in executing and spending its own budget.
  • In January 2016, the National Parliament became an autonomous agency, independent from the Ministry of Finance.
  • In 2016, coached staff in the Division of Finance on treasury management, accounting and bank reconciliation, functions which were not previously held by the National Parliament during the centralized arrangements with the Ministry of Finance.
  • Prepared the unaudited financial statements of the National Parliament for years 2009, 2010, 2011, 2012, 2013, 2014.
  • Advised Secretary General in responding to audit findings, observations and recommendations contained in the Management Letters and in taking follow-up action to fulfill Management responses.
  • Prepared procedures for acquittal of cash advances following the audit recommendations of 2009.
  • Analyzed expenditure reports of the National Parliament's budget where overpayments were discovered and enabled return of monies from vendors.
  • Assisted in the preparation of the budget of the National Parliament.
  • Assisted in the procurement process to ensure procurement of equipment, goods and services and capital development works complied with government laws.
  • Advised the Secretary General in formulating answers to findings and recommendations of the auditors in their report on the "Review of Procurement System for the National Parliament" released in 2010.
Senior Budget Expert and Trainer, 05/2005 - 12/2009
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  • for the National Parliament, Strengthening Parliamentary Democracy in Timor-Leste Project, United Nations Development Programme (UNDP), Timor-Leste Contributed to enhance understanding and awareness by Members of Parliament on transparency and accountability of the executive in revenue and public expenditure management.
  • To eliminate and minimize corruption in government spending, and to achieve transparency and accountability in spending by line ministries, I proposed two recommendations in the final report of the Committee on Economy, Finance and Anti-Corruption on the Supplementary Budget for fiscal year 2006-2007, on the need for the audit for all line ministries and other organs of the State and the setting up of specific control and accountability framework on the disbursements of public grants.
  • The Government responded to these two recommendations through undertaking audit of some ministries, and through the establishment of a new decree law on Public Grants.
  • In order to address misleading and historically overstated budget execution rates and notional low balances of cash reserves, due to the application by the government of a commitment basis (non-obligated approach) in recording of expenditures, I proposed to the Committee on Economy, Finance and Anti-Corruption to include a new article in the Budget Appropriation Law of the Transition Budget July to December 2007 to the effect that all commitments not legally obligated by 31st December 2007, will lapse and the appropriations for these commitments will revert to the Treasury cash reserves.
  • This proposal was adopted and a recommendation was accordingly included in the final report of the Committee on Economy, Finance and Anti-Corruption.
  • The amendment was debated and approved in the plenary.
  • This recommendation was included in the Budget Appropriation Law for 2008.
  • Expenditures for public grants have been introduced in fiscal year 2006-2007.
  • The allocations for these grants have tremendously increased since then.
  • Although the Government has established a decree law in August 2006 on the implementation and reporting of these grants, Parliament has never received the budget execution reports on the execution of these grants.
  • I proposed to the Committee on Economy, Finance and Anti-Corruption a recommendation in its final report on the Budget 2008, a new article in the draft budget law, for the Government to submit to the National Parliament trimestral budget execution reports on public grants listing the projects and amounts disbursed to beneficiaries including an evaluation of results and outcome.
  • The amendment was debated and approved during the plenary debate and included in the Budget Law for 2008.
  • Organized a workshop in 2008 for the Committee on Economy, Finance and Anti-Corruption on "How to Scrutinize the Budget and Hold Government to Account" with speakers from the IMF, World Bank and the Banking and Payment Authority (Central Bank).
  • I presented 2 sessions: (i) The Government Budget Cycle and (ii) Holding Government to Account - Value for Money.
  • The workshop was rated successful by the participants.
  • Contributed to substantive debate by MPs and Government on the annual state budget from a simple, easy to understand report, yet comprehensive in coverage, report of the Committee on Economy, Finance and Anti-Corruption.
  • Wrote a small booklet on "The Budget Highlights of Budget 2008" which was distributed to the MPs and the public including the civil society who were in the plenary during the budget debate.
  • Some of the participants were xefe sucos from the rural districts who came to the Parliament to listen to the budget debate.
  • The copies were in their translated Tetum version.
  • Wrote the technical chapters of the final reports of the Committee on Economy, Finance and Anti-Corruption.
  • Assisted in the final drafting of the Budget Appropriation Laws on 3 budgets approved by the Parliament during the period from August 2007 to December 2007: (i) Budget Rectification FY 2006-2007; (ii) Transition Budget July to December 2007; and (iii) Budget 2008.
  • Working with legal advisers, designed a standard form for submission of budget amendment proposals during the budget debate for 2008 to allow an efficient process of submission, registration and discussion of budget amendments.
  • Provided advice to the Bureau (President, Vice President, Secretary) on budget amendments submitted for discussion during the annual state budget debates.
  • Prepared a booklet for MPs on the "Role of Parliament on the Budget Process- a compilation of best practices".
  • Provided inputs to committees to enhance democratic representation of members of parliament (MPs) demonstrated during parliament deliberation of the annual state budgets, public hearings, and participation in national, regional and international conferences.
  • Ensured that the work of the MPs linked with the national poverty reduction strategies and the promotion of the achievement of the Millennium Development Goals.
  • At own initiative produced and presented to the newly established Committee on Elimination of Poverty, Regional and Rural Development and Gender Equality, a summary of the Poverty Reduction Strategy of the National Development Plan of May 2002.
  • The presentation generated for committee members a great deal of interest and enthusiasm to advocate for, and raise their concerns about poverty reduction and gender equality issues.
  • The presentation was delivered in Tetum, one of the official languages of Timor-Leste.
  • This initiative paved the way for the inclusion of a Gender Budget Statement in the Annual State Budget documents produced by the Government which are presented to the National Parliament for approval.
  • At the invitation of UNIFEM/UNMIT and the NGO Caucus, delivered a presentation on "Gender Responsive Budgets within the context of Timor-Leste" to women MPs of the Parliament in the workshop for the Women Caucus in Timor-Leste held in August 2007.
  • Contributed to providing quality research and information services for specialized committees through training given to budget analysts and interns who provided budget analysis support to committees.
  • Designed and implemented a pilot programme for job internships between the National Parliament and the National University of Timor-Leste to train students on state budget analysis.
  • The trained analysts and interns formed the core group and paved the way for the creation and setting up of a new Directorate for Research and Technical Information in the National Parliament, responsible to provide research and information services to committees.
  • A small brochure was written to guide the interns and the budget analysts, and to make them know and understand the Rules of Procedure of the Parliament with regards to the parliament approval of the budget.
  • It contains a summary of the Rules of Procedure of the Parliament and parliamentary mechanisms in place to monitor the execution of the budget by the government.
  • Organized workshops for the analysts and interns on the government budget cycle.
District Finance Officer, 01/2004 - 01/2005
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  • Institutional Capacity Development Support Project, United Nations Development Programme Timor-Leste Assigned in the Office of the Treasury of the Ministry of Finance to provide capacity building to district finance officers in 5 districts of Timor-Leste on imprest fund accounting.
  • This post was one of the critical posts identified by the United Nations following Timor-Leste's independence from conflict].
  • Through a review of journal entries, many errors were found which reduced the outstanding cash advances to the districts from $700,000 to $120,000.
  • The review and correction facilitated the external audit of the Ministry of Finance for 2004.
Financial Adviser Technical Adviser, 01/2002 - 01/2004
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  • Chief , Emergency Infrastructure Rehabilitation Project, (funded by the Trust Fund for East Timor administered by the World Bank and project administered by the Asian Development Bank (ADB) With the Chief , responsible for the financial and administrative management of the project management unit (PMU).
  • Prepared the Project annual unaudited financial statements which were audited by external auditors.
  • Coached, through on-the-job training, the national project accountant in preparing withdrawal applications submitted to the ADB for the transfer of project funds from ADB to the project Imprest Account.
  • Also coached him bank reconciliation and management of the imprest account.
  • He took over the administrative and financial management of the PMU for the Phase 2 of the Project and after the completion of my assignment.
Project Coordinator, 01/2001 - 01/2002
, ,
  • ADB Regional Technical Assistance (RETA) on National Resettlement Policy and Planning Project, Asian Development Bank, Philippines An ADB Regional Technical Assistance which involved 6 participating countries,namely Nepal, Pakistan, Sri Lanka, Philippines, Cambodia and Vietnam.
  • Managed the budget of the project, and as a culminating activity of the project, organized a regional workshop which was held at the ADB Headquarters in Manila, Philippines.
Senior Assistant, 01/1970 - 01/1975
Absa Group , , Philippines
  • Assisted Managers of the Divisions in the agriculture, rural development and social development sectors in project processing and project supervision.
  • Coached accounting and finance officers of national executing agencies in preparing loan withdrawal applications in accordance with ADB loan disbursement procedures, and on the maintenance of accounting records.
  • Secretary, Asian Development Bank, Philippines Administrative and clerical support.
Bachelor of Arts: Business Administration, Expected in 2013
San Francisco State University - San Francisco, CA
English Fluent in Tetum (oral and written) - official language of Timor
accounting, accountant, Administrative, approach, agency, bank reconciliation, Banking, brochure, budget analysis, budget preparation, Budgets, Budget, clerical, oral, conferences, drafting, English, Finance, financing, financial, financial and accounting, financial management, financial statements, fund accounting, funds, Government, Grants, Laws on 3, Law, legal, Letters, Mentoring, Money, Office, works, Millennium, national assembly, Page, Procurement, project management, promotion, proposals, proposal, quality, recording, Rehabilitation, reporting, Research, Strategy, strategic planning, supervision, Technical Assistance, trainer, Treasury, workshops, written

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    Job Titles Held:

    • Financial Adviser
    • Senior Budget Expert and Trainer
    • District Finance Officer
    • Financial Adviser Technical Adviser
    • Project Coordinator
    • Senior Assistant


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