Senior Accountant Budget Analyst resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Systematic financial professional experienced in monitoring expenses and leading budgeting plans. Analytical and critical thinker with a disciplined approach and flexible mentality. Utilizing Excel and communication skills to ensure the customer has the most accurate data to make an informed decision.

  • Cost & Trend Analysis
  • Data Presentation
  • Budget Management and Projection
  • Complex Problem Solving
  • Cost & Revenue Forecasting
  • Account Reconciliation
  • Financial Reporting
  • Grants Management
Senior Accountant/Budget Analyst, 05/2018 to Current
South, Department Of HealthCity, STATE,
  • Administered the allocation and management of the budget for $22 million in federal and revenue-based grants
  • Monitor spending and provide program managers with monthly reports regarding funding and expenditures
  • Analyze payroll data and project into the budget to inform program areas of the ability for salary increases
  • Create reports for program areas to submit to the federal grantor to assist with detail of the progress of the program
  • Perform change source of funds requests for employees not working toward the grant and lower salary costs to eliminate possible budget overruns
  • Assist programs with developing a budget request through communication regarding operational needs and providing the program with projections of future personnel expenditures based on current personnel levels
  • Performed reallocations of budget to meet operational future operational costs and rebalancing of the overall budget to limit budget overspending
  • In Microsoft Excel used to determine expenditure costs by General Ledger account for funds crossing over multiple years
  • Using pivot tables to pull specific accounting data for submission of the cost recovery report and for analysis of any multiple salary impacts across various grants and funds
  • Used to perform cost/spending trends over multiple years 5+ to ensure spending efficiency and for future funding requests
  • Utilizing Microsoft Access to assist with creating personnel projections for multi-year grants
  • Review grants and budget proposals for accuracy, and compliance with laws and regulations prior to submission to federal agencies for potential funding
  • Assist with managing an additional $81 million in state and revenue-based funding for state and fee-based grants
  • Reviewed all personnel changes (new hires, salary adjustments, terminations, changes in the source of funding)
  • Verified, ensured available funding and approved refunds for fees and fines that were paid.
Senior Accountant/General Ledger Accountant, 10/2016 to 05/2018
SAP, ,
  • Extracting financial data from, into an Access database that checked for variance in agency g/l accounts monthly
  • Aided the Accounts Payable Director overseeing and in managing the Inter-Agency transfer list to ensure prompt payment
  • Reconciled accounting issues associated with payroll-related journal entries
  • Monitored and reconciled assigned GL accounts of a complex nature, processing accounting activity, and documenting procedures to ensure accuracy of accounting information and compliance
  • Utilized financial data extracted from ERP software for reconciliation of monthly expenditure reports provided by SC Department of Administration
  • Utilized SAP Business Objects to pull financial data to assist the Cost Accounting Department and Office of Budgets and Financial Planning with fund management of federal cash draws and fee/fine-based revenue
  • Worked with IT department to implement changes to Personnel Costing System
  • Completed Special Projects as assigned by Finance Director
  • Utilizing Access created a database of the Agencies Asset Acquisitions and Retirements along with desk procedures for updating the database from SCEIS (SAP)
  • Enabling management to have quick access to data for auditing purposes
  • Completed portions (Asset Reconciliation and Funds Balance Classification) of the CAFR (Comprehensive Annual Financial Report) for the agency.
Accountant/Accounts Payable Analyst, 09/2015 to 10/2016
SAP, ,
  • Utilized South Carolina Enterprise Information System (, ) processed invoices (ranging 95-135 daily) for the agency
  • Coordinated with Cost Areas and Office of Budgets and Financial Planning to make changes to general ledger accounts, increase funding, the addition of goods receipt, or other problems as needed
  • Processed payments to vendors by monitoring discount opportunities; verifying federal id numbers; scheduling and preparing checks; resolving purchase orders, contracts, invoices, payment discrepancies, and documentation; issuing stop-payments, or purchasing order amendments
  • Provided customer service to internal customers and external vendors regarding the status of payments
  • Ensured that expenditures match correct General Ledgers Expenditure Account code descriptions.
Accountant/Accounts Payable Specialist, 06/2014 to 08/2015
South Carolina Department Of Employment And WorkforceCity, STATE,
  • Documented and monitored all financial transactions in individual fund tracker and maintains electronic files and databases for data integrity and transaction backup
  • Reviewed, processed, and documented over 200+ participant travel payments per week
  • Ensuring authorization and compliance with the program, state, and federal regulations
  • Process, accuracy verification of cost reimbursements including job searches, approved out-of-pocket payments, and relocation allowances
  • Properly handled invoice processing and voucher matching utilizing fund tracker
  • Performed Audits
  • Coordinated with field staff to acquire documentation and speak with participants and service providers to ascertain possible fraud
  • Examine the historical and costs of other participants in the program
  • Demonstrated ability to quickly assimilate and become proficient at utilizing new software, processes, and workflows.
Education and Training
Master of Science: Accounting, Management Accounting, Expected in 03/2021
Southern New Hampshire University - Manchester, NH
Bachelor of Science: Business, Accounting, Expected in 06/2012
University of Phoenix - , SC
Associate of Science: Computer Information Technology, Expected in 12/2008
Midlands Technical College - , SC

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Resume Overview

School Attended

  • Southern New Hampshire University
  • University of Phoenix
  • Midlands Technical College

Job Titles Held:

  • Senior Accountant/Budget Analyst
  • Senior Accountant/General Ledger Accountant
  • Accountant/Accounts Payable Analyst
  • Accountant/Accounts Payable Specialist


  • Master of Science
  • Bachelor of Science
  • Associate of Science

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