Sr Records Management Specialist Accountant Management Consultant Resume Example
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SR RECORDS MANAGEMENT SPECIALIST ACCOUNTANT MANAGEMENT CONSULTANT
Summary
ighly efficient and detail oriented BUDGET / FINANCIAL ANALYST CUSTODIAN known for accuracy, attention to detail and timeliness in managing the IT Bureau's annual Fixed Asset Physical Inventory at the South Florida Water Management District. Fixed Asset, Budget and Finance career spans 13 years of experience in local government and has included accountability for the tracking of all IT Fixed Assets in SAP ERP and in the Asset Lifecycle Management system for IT Bureau's 2,866 items of tangible personal property. Backed by solid credentials (AS in Information Technology) and proficiencies in budget analysis, financial expenditures and asset identification with lifecycle replacement schedules.
Highlights
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Experience
07/1991 to 02/2016
Sr Records Management Specialist Accountant Management ConsultantDay & Zimmermann － Boston , MA
- IT Budget, Finance and Asset Support Consultant - (2002 to 2016):.
- Created training manuals and provided training for 300+ employees on creation of primary assets and betterments to existing assets using SAP/ERP Materials Management.
- This effort insured the Agency will remain both fiscally and financially accountable for expenditures using tax payer's money.
01/1991 to 01/2002
IT Staff Financial AnalystRecords Management
- with more than 13 years of experience planning, developing and implementing the previous purchasing system (LGFS) & SAP ERP Materials Management purchases, Fixed Asset accountability, Physical Inventory, Budgeting and Financial projections involving purchased and leased equipment for the IT Bureau, and budget development/projections and implementation of expenditures of ITs $20M annual budget.
- Concentrations include working with Professional Engineers to define asset purchases of $25M-$40M in conjunction with cost share programs with the Army Corp of Engineers.
- Developed tracking and Surrender of Technology program to ensure the District and the Army Corp of Engineers can successfully identify and locate all assets surrendered to the District after completion of capital projects.
- Responsible for using VerSMART software to push out 600+ monthly and individual report summaries to employees with District wireless devices.
- Duties include uploading and downloading the necessary information in order to develop reports for Mgmt on high/low usage, inactive devices and inappropriate usage of devices using Asset Lifecycle Management and VeraSMART software.
- Provide Mgmt with bar graphs and pie charts denoting increases/decreases in costs for monthly usage per carrier.
- Extensive knowledge in asset identification using general ledger accounting and classification which has aided in my background in inventory and surplus analysis.
- Provide backup support to assist the eDiscovery Administrator in providing access to email Public Records using the Symantec Clearwell appliance and eDiscovery Accelerator.
- Complete Public Records Requests (PRRs) in a timely manner, notify users upon completion, upload files accordingly into WebQA for public review, provide media (when applicable) for requests, close cases based on completion of PRR or possible conversion to Legal case files.
- Responsibilities also included budget review, analysis and expenditures for six bureaus within the Agency for Procurement, Finance, Metrics, Budget, Human Resources and Governing Board offices during an Agency-wide re-organization.
- Created ad-hoc budget reports and met with Section Managers to determine what their needs were and to identify areas that need additional budget transfers in order to obtain products and services.
- Participated in the District's annual budget review meetings with Management and staff for over ten years to identify cost allocations and funding appropriations.
- Completed data entry for the budget into the Oracle system for eight years.
- Reviewed Agency-wide Budget Support Requests submitted by other areas within the District to confirm the technology needs and to guide on general ledger alignment.
- Additional responsibilities include desktop/remote coaching/training, requisitioning of hardware, software and maintenance for hardware and software, inventory control, purchasing of all capital, non-capital and services, equipment return to vendors, shipping /receiving using carriers, International shipments/receiving, payment processing, asset lifecycle analysis, financial cost accounting using general ledger/internal order/fund/cost center, manage payments and returns of copier and PC equipment from leasing agreements, , assistance with software compliance, disaster preparedness and disaster recovery, perform Process and Product Quality Analysis (PPQA) reviews for large to major projects.
- Eleven (11) years of managing the Offsite Records Storage and the Micrographics contracts and contractors to ensure compliance with the State of Florida, Bureau of Archives and Records Management and Chapter 119 Public Records Law on the handling of public records.
- Developed and designed the first South Florida Water Management District (SFWMD) State of Florida approved electronic Records Retention schedules.
- Trained Records Management teams from the other four Water Management District Records Management Staff using our State of Florida Bureau of Archives and Records Management (BARM) approved schedules to develop their own Records Retention schedule.
- Participated in designing the Records Destruction program.
- Created the First Micrographics program to convert paper documents to scanned media, saving the District ~ 100 hours per year (per staff member) in time and ~$11,000.00 per year in retrieval costs from offsite storage for hard copy documents.
- Created training manuals and conducted annual training sessions for ~2100 employees throughout the 16 counties of SFWMD's responsibility on Records Management Retention and Destruction and Archival of historical documents.
- Technology Summary Software: MS Office (Word, Excel, PowerPoint, Access) SAP-ERP eDiscovery Accelerator RemedyForce IT Service Desk Software Asset Lifecycle Management Software VeraSMART Wireless Cost Accounting System Roxio CD/DVD Creator Documentum SRM v7.0, ViewPoint.
- Equipment: Pallet jacks Hand trucks Printers Copiers Document scanners Wireless devices Power tools Calculators Computers Fax machines Hard drive data extraction devices Digital cameras.
Supply Chain SpecialistAEROTEK － City , STATE
- Contractor for Florida Power & Light / NextEra Energy, 02/2016 to 12/2016 Key Results: Expeditor for FSC Pipeline Project: in ISC for Construction & Engineering:.
- Followed up with suppliers on 31 purchase orders (PO) totaling $11,354,742.00 issued for delivery information.
- Provided status updates on critical materials to end users and ISC Management.
- Worked with freight providers to coordinate special expedited shipping requirements.
- Notified goods requestor if order was arriving after the current PO delivery date.
- Provided tracking information to goods recipients for items that have already arrived in and for items that have not arrived in.
- Provided accrual information to Accounting staff on materials physically received in at each site on a monthly basis.
- Updated delivery schedule for all orders during weekly project meetings and update for distribution.
- Reviewed scheduled delivery dates with staff and site Engineers / PM to ensure orders are on time.
- Contacted suppliers to request copies of Material Test Reports (MTRs) that are to be provided to the PM for review.
- Identified any orders that had Late Delivery (LD) fees associated with them and notified the buyer to resolve.
- Created / updated tracking file for the 759 lines of products for all POs that are related to the project and that are material based using the exhibit files and the change order files provided by the buyer.
- Created list for Point Of Contacts (POCs) for all POs for the project.
Education
05/2013
Associate's Degree: Information TechnologyKEISER UNIVERSITYInformation Technology
10/2017
Bachelor's Degree: Information Technology ManagementKEISER UNIVERSITYInformation Technology Management
Skills
Accounting, accrual, ad, Army, Asset Management, Agency, backup, budget development, Budgeting, Budget, Calculators, CD, charts, coaching, hardware, Consultant, contracts, conversion, copy documents, Cost Accounting, data entry, Delivery, designing, Digital cameras, disaster recovery, Documentum, DVD, email, ERP, Fax machines, Finance, Financial, Financial Reports, general ledger, general ledger accounting, graphs, Hand trucks, Hard drive, Human Resources, Inventory, inventory control, Law, Legal, notes, Mgmt, managing, materials, Materials Management, meetings, Access, Excel, money, MS Office, PowerPoint, Word, Oracle, payment processing, copier, Copiers, POs, Power tools, Printers, Procurement, purchasing, Quality, receiving, SAP, scanners, shipping, Spreadsheets, Symantec, tax, training manuals
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Resume Overview
School Attended
- KEISER UNIVERSITY
Job Titles Held:
- Sr Records Management Specialist Accountant Management Consultant
- IT Staff Financial Analyst
- Supply Chain Specialist
Degrees
- Associate's Degree : Information Technology
Bachelor's Degree : Information Technology Management
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