Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Assists the Director in managing the activities within the division and has oversight for the division’s financial reporting function.
Develops strategies for implementing new accounting/reporting standards; Analyzes, implements, and periodically updates financial reporting processes and practices to ensure compliance with generally accepted accounting principles (GAAP) and conformance with best practices among state and local governments; Prepares white papers and other Statements of Position (SOPs) on new accounting standards and other emerging issues.
Reviews and analyzes accounting/business events and major accounting transactions recorded in the District’s accounting/financial system of record for accuracy and compliance with GAAP.
Consults with the Office of the General Counsel, reviews legislations passed by the Council of the District of Columbia and Congress to identify and properly account for the associated legal mandates in accordance with GAAP.
Develops interim and annual closing instructions that guide District agencies in the annual closing of the District Government’s official accounting books of record; Manages the process for preparing and issuing the District’s Annual Comprehensive Financial Report (ACFR) by assigning specific tasks to the reporting team, establishing and monitoring deadlines for completion, and reviewing completed work; Updates and maintains the ACFR reporting model each year to ensure timely issuance of a ACFR that conforms to reporting requirements established by the Governmental Accounting Standards Board (GASB); Works with the District Government’s independent auditors during the city’s ACFR to ensure auditors understand the District’s business practices and business events are properly recorded.
Supervises the review and analysis of interim and year-end closing packages submitted by agencies to assess the accuracy and completeness of recorded business events; adjusts accounting entries as needed to comply with GAAP, applicable laws, and the District’s financial policies.
Prepares, analyzes, interprets and presents accounting data to any member of the OCFO senior management team as needed to resolve or determine the appropriate course of action for an issue.
Plans, directs, coordinates, and reviews the work plan for staff within the division; assigns work activities; conducts and oversees a variety of special projects and programs; conducts and guides research, data analysis, or ad hoc reports.
Serves on special committees, task forces, boards, or other related groups as may be needed or as designated by the Director of Financial Control and Reporting, the Deputy Controller, or the Deputy CFO.
11/2009 to 07/2019
Accounting ManagerAct I – Hurlburt Field, FL,
Office of Financial Operations & Systems
Washington, D.C
Prepare and reviewed the Districts’ District’s Comprehensive Annual Financial Report (CAFR) to ensure accuracy and completeness before submission to United States Congress
Prepare financial statements of component units, enterprise and fiduciary units for inclusion in the Districts’ CAFR
Prepare financial statement disclosures on: Long-Term Liabilities, Capital Assets for component units, leases and subsequent events
Improve the process over the analysis of quarterly financial reports from all component units of the District in order to prepare schedules for inclusion in the Comprehensive Annual Financial Report (CAFR)
Collaborate with the Office of Integrity and Oversight (OIO) and agencies to develop and implement corrective action plans to remediate significant deficiencies and management letter comments reported on CAFR
Prepare various reports and schedules for inclusion in the District’s CAFR
Prepare cash and investment schedules for component units and fiduciary funds that summarize different securities, investment contracts, mutual funds and other investments
Reviewed balances by extracting financial data from the financial system
Investigated and made the required corrective journal entries to abnormal balances noted
Collaborate with the Office of Finance and Treasury to obtain information to record bond issuance transactions in the accounting system
Proficient in the use of the Debt Manager System used to record all bond issues
Provide expert advice in financial reporting on debt and component units and advise financial managers and other accountants on unusual and difficult accounting systems and problems
Discuss the District’s business practices with the external auditors regarding leases, long-term debt, component units and other areas
Coordinate, develop and review responses to draft audit findings and recommendations relating to debt, leases, and component units
Prepare, obtain and review statistical trend information that reflects the District’s current levels of outstanding debt and its ability to issue additional debt in the future
Develop procedures to be used in the design or modification of automated accounting systems (ORACLE) and participate in testing
Contributed in the account structure development for a new system (ORACLE)
Recommend the establishment of policies and procedures affecting the accounting system and provide assistance and feedback in the preparation of the policies and procedures manual
Primary point of contact for information regarding the overall audit process
Resolve outstanding auditing and internal control weaknesses based on existing action plan and evaluation metrics
Follow-up implementation of auditors’ recommended corrective actions by responsible agency
Review interim and year end closing procedures, and made recommendation to streamline the process and enhance understandability by agencies
Reviewed closing packages prepared and submitted by agencies; follow-up to ensure timely completion and accuracy of each report; and evaluated agencies performance
Evaluate and ascertain the completeness, accuracy and timely recording of financial transactions by District agencies in accordance with governmental GAAP, applicable laws and District’s financial policies.
07/2000 to 10/2009
Senior AuditorBert Smith & Company – City, ,
Performed the multi-employer financial assistance review for the Pension Benefit Guaranty Corporation (PBGC)
Assisted in the evaluations of the plan's compliance with ERISA laws and regulations relating to participant eligibility and benefit payments, financial assistance, employer contributions and withdrawal liability, plan solvency, and review of plan expenditures
The engagement objectives included an assessment of the plans' internal controls
Also assisted in drafting a report summarizing the results and related findings of the review
Audited the financial statements of the US Army Corps of Engineers Civil Works for the Department of Defense, OIG
Verified existence of property, plant and equipment by inspecting sampled assets to confirm existence at selected project sites
Understood whether the sampled assets were used for its intended purpose, or obsolete/impaired
Reviewed land documents to verify whether the Corp of Engineers has rights and ownership, whether the land exists and whether the land is properly valued
Performed SAS 70 Type II audits of 4 fiscal intermediaries for the Centers for Medicare and Medicaid
This engagement was an evaluation of internal control systems of CMS Medicare Contracting through the use of the AICPA SAS 70 audits, specifically for Type II reviews
For the SAS 70 review with I tested the controls over MSP & Non-MSP, debt collection, debt referral, MSP Part A and Non-MSP Part A; was also responsible for reviewing reconciliations from subsidiary systems of contractors to financial management systems posting by DHHS-CMS
Conducted the audits of the Schedule of Federal Awards and the Schedule of Expenditures of Passenger Facility Charges at the Metropolitan Washington Airports Authority
These audits were performed in accordance with OMB Circular A-133 and Audit Guidelines issued by the Federal Aviation Administration, respectively
I also performed agreed-upon procedures in accordance with the Airport Use Agreement & Premises lease
Audited the District of Columbia CAFR
Audited the grants management cycle including reimbursable revenue, receivables, deferred revenue, and determined whether recipients were eligible to receive benefits under the Medicaid, TANF and Food Stamps programs
In-charge of the procurement and disbursements cycles, which included testing of accounts payable, accruals, inventory and expenditures
Also served as the senior auditor in the audit of one of the District of Columbia Government's component units
Performed A-133 audits of various federal grants such as Homeland Security Grants, Foster Care Grants, and Child Support grant
Interviewed personnel to gain an understanding of the internal controls process and the Agency's compliance with laws and regulations
Determined the compliance requirements relevant to the grant and tested to verify that the Agency complied with and had adequate internal controls that were operating effectively and efficiently
Also developed audit report detailing findings and recommendations for deficiencies noted
Assigned to the audit of the U.S
Department of Veteran Affairs federal financial statements in accordance with the CFO Act
Assisted in the development of the financial statements and performed substantive testing of accounts receivable, accrued liabilities including federal employees' compensation act and environmental liabilities, equity, updated footnote disclosures and operating expenses
Performed Medicaid/Medicare Cost Report Audits for various levels of providers including hospitals, long term care, etc
Determined whether costs were allowable
Verify compliance with applicable laws, rules, regulations, policies, procedures, directives and accounting standards, including Generally Accepted Accounting Principles (GAAP), Office of Management and Budget (OMB) Circulars, CFO Act, the Employee Retirement Income Security Act (ERISA), General Accounting Office (GAO) standards, and regulations outlined by multiple federal agencies.
Education and Training
Expected in 12/2015 to to
Masters of Science: Accounting & Information Systems University of Maryland University College - College Park, MD GPA:
Expected in 05/1999 to to
Bachelor of Science: Accounting, Business Administration Strayer University - , Washington D.C. GPA:
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