financial management specialist resume example with 5+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
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Summary
Dedicated and solutions-driven financial management specialist with 5+ years of experience managing multiple Department of Defense programs. Specializes in financial reporting and analysis, budget forecasting, and program execution. Recognized for vast attention to detail, being a team player, excellent work ethic, and exceeding performance goals.
Skills
Advanced Microsoft Excel
Critical Thinking
Attention to Detail
Financial Plan Development
Financials Analysis
Project Management
Financial Forecasting
Risk Assessment
Financial Budgeting
Financial Planning
Program Execution
Financial Reporting
Data Entry
Strategic Planning
Presentation Briefing
Tableau
Power BI
Researching/Reconciliation
Leadership
Experience
Financial Management Specialist, 02/2021 - Current Department Of Veterans Affairs – Princeton, WV,
Manage finance, budgeting, and execution for all current and prior year funds for over $100M across various programs. Skilled in managing funds under strict cash and budget availability restrictions.
Review, analyze and approve financial transactions, monitor accounts and generate overall spending and execution forecasts.
Create various financial models to highlight program performance and to proactively identify any potential risks or opportunities to reallocate funds.
Conduct monthly, quarterly, and annual analysis to forecast cash and budget needs of each program to ensure programs are appropriately funded.
Advise and recommend strategies to senior leadership on any potential budget shortfalls or performance concerns.
Formulate future budget plans based on programmatic requirements to extend out 5 years.
Initiate and brief out year performance execution and program management plans based on analyzing past trends and target goals.
Lead weekly team financial review to discuss upcoming actions and overall program execution.
Perform a quarterly audit of outstanding expenses to recoup any active funds that can be repurposed.
Build rapport and communicate with various external businesses to maintain strong working relationships.
Reconcile funding continually for all program lines of accounting, travel transactions, credit card expenses, and supply orders.
Conduct month end close out and variance reporting for multiple programs and provide analysis on any significant performance concerns.
Developed successful internal financial process to assist with the transition of a new financial system. Processes were adopted by outside programs.
Prepared funding transactions for various internal government agencies, external businesses, and government contractors.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Generated financial reports to garner forecasting, trending and narrative results analysis for management.
Performed quarterly audits to recoup outstanding expenses and communicated with several internal and external agencies to initiate the retrieval of funds.
Completed monthly analysis of unmatched and outstanding transactions to assist in reconciling funding for month end close out processes.
Project Management duties but not limited to the following:
Lead all aspects of project operations for a team of six financial analysts in support of fifteen portfolios.
Standardized and implemented team processes to increase efficiency and improve quality of performance.
Acted as a mentor for new and current team members to assist in their training and development and to ensure team needs are met.
Coordinated delivery schedules on multiple financial tasks and managed processes to ensure timely and accurate results.
Generated high-level financial overview reports for entire portfolio and delivered to senior leadership on a weekly basis.
Served as a liaison between government client and contractor to ensure all contract requirements were met and executed appropriately.
Worked closely with government clients to strengthen long-lasting working relationships for the team and to mitigate any potential concerns.
Conducted interviews for potential new hires and assisted with the on-boarding and development of the new employees.
Responsible for creating schedules, certifying time for team members, and certifying project invoices.
Produced monthly team reports to showcase overall performance and applied them when conducting end of year performance appraisals.
Established yearly team and individual goals for all employees and monitored progress to ensure they were on track to be achieved.
Participated in business development endeavors and promotion of the company for potential contract bids.
Financial Analyst, 11/2017 - 04/2019 Sayres And Associates Corporation – City, STATE,
Provided financial management support to various government clients.
Recorded expenditure data for programs to generate reports and forecast performance.
Maintained current and prior year data to facilitate tracking and trending analysis.
Conducted quarterly audits to research outstanding amounts and assisted in resolution efforts.
Identified and reconciled financial discrepancies between financial systems.
Participated in business development actions by advising on contract proposal writing and in leading a presentation for a financial contract bid.
Education and Training
Bachelor of Arts: , Expected in 05/2015 - Virginia Commonwealth University - Richmond, VA GPA: Status -
Award Recipient: "Management Employee of the Quarter" - 2020 Sehlke Consulting”
Award Recipient: "Exceptional Performance" - 2022 Marine Corps Systems Command
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