strategic planning analyst iii resume example with 12+ years of experience

(555) 432-1000,
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Professional Summary

Reliable business professional with 5 years of experience in budgeting, strategic planning, financial reporting and accounting. Sound background creating feasible budgets, conducting comprehensive analyses and maintaining database of monetary information. Talented at setting goals and formulating effective action plans. Experienced in Executive leadership and senior management communication.

  • Interpersonal Communication
  • Strategic and financial planning
  • Problem-Solving
  • Organization and Time Management
  • Teamwork and Collaboration
  • Analytical and Critical Thinking
  • Self-Motivated
  • Active Listening
  • Data trending
  • Strategic and financial planning
  • Budget forecasting
  • Project management
  • Human resources knowledge
  • Financial analysis and reporting
Argosy University Sarasota, FL, Expected in 08/2009 Master Of Arts : Mental Health Counseling - GPA :
Alabama A & M University Normal, AL Expected in Bachelor of Arts : Psychology - GPA :
  • Certified Associate in Project Management (CAPM)- 2019
Work History
Harris County - Strategic Planning Analyst III
Pasadena, TX, 07/2022 - Current
  • Evaluate diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Help leaders understand how to effectively manage their prospective budgets, utilizing budget tools available to them.
  • Work in supportive role to oversee and manage agency wide budget of over $323MM.
  • Collaborate with agency leaders and IT to obtain data and develop tools to complete reimbursement reports that bring in additional revenue.
  • Identify improvement changes regarding key processes for internal controls and accounting procedures.
  • Collaborate with IT and vendors to improve agency budgeting tools and software.
  • Improve financial status by analyzing results, monitoring variances and recommending actions to organizational leaders.
  • Analyze financial information related to payroll, capital projects, operating expenses, professional service contracts, equipment, travel expenses and office supplies to examine budget needs.
  • Provide strategic planning advice and financial oversight for organizational leaders.
Benefitfocus - Budget Manager
WV, State, 07/2020 - 07/2022
  • Executed financial controls, procedures, systems and forecasting techniques to evaluate budget status.
  • Reviewed operating budgets periodically to analyze trends affecting budget needs.
  • Provide special reports to CEO, Director of Budget and Finance, IT and Facilities Directors regarding statuses of Capital project expenditures for Board of Trustees reporting.
  • Manage approvals and tracking of over $27MM in Capital expenditures.
  • Collaborated with Accounting departments to create expense accounts for Capital expenditures tracking separate from Operating expenditures.
  • Manage budgeting, approvals and tracking of over $15MM in Administrative Operating Costs.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on Capital projects accounting activities.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs and Capital projects.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
The Harris Center For Mental Health And IDD - Financial Analyst II
City, STATE, 03/2017 - 05/2020
  • Collected data from other divisions to prepare quarterly Medicaid Administrative Claiming (MAC) Report and annual State Cost Accounting Reports.
  • Collaborated with IT department to automate employee survey related to MAC report, aiding in increased financial revenues from $1.4MM to $2.2MM quarterly.
  • Manipulated and aggregated large disparate data sets for financial reporting.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Developed and maintained monthly overtime report to address inefficiencies agency-wide.
Company Name - Program Assistant
City, State, 12/2013 - 03/2017
  • Reviewed and strengthened program operations with continuous assessment of operational plans and strategies.
  • Conducted quality assurance checks on data, providing management staff with designated weekly, monthly and quarterly reports
  • Monitored and researched data compliance in agency data systems
  • Analyzed and submitted reports as requested to the Assistant Deputy Director and designated staff detailing critical issues relating to compliance measures
  • Followed up and assured data accuracy for all department units through analysis of reports and communication with Program managers and Supervisors

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Resume Overview

School Attended

  • Argosy University
  • Alabama A & M University

Job Titles Held:

  • Strategic Planning Analyst III
  • Budget Manager
  • Financial Analyst II
  • Program Assistant


  • Master Of Arts
  • Bachelor of Arts

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