Susan Wright

Financial Analyst

Washington, DC

aceiwv@r.postjobfree.com - 703-***-****

WORK EXPERIENCE

Financial Analyst

SERCO Inc - Reston, VA - June 2013 to December 2013

CLEARANCE: Active Secret, Expiration: 7/2014

Performed at work site, Commander, Navy Installation Command (CNIC), Washington Navy Yard, Washington

DC. I performed Planning, Programming, Budgeting and Execution (PPBE) processes, sufficient to provide

budgetary information, analysis, and recommendations throughout the budget process (e.g., Program

Objectives Memorandum (POM) through PRESBUD for prior year, current year, budget year). The first phase

of the budget formulation, I submit to Regions/Installations financial resources, Issue guidance and financial

controls, after the POM; consolidate O&MN, O&MNR, OPN, OCO, and FHN budgets from HQ and Regions

and prepare and submit Certified Obs for Labor and Non-labor exhibits to FMB. I develop mid-year strategy;

review Resource Allocation Module (RAM) inputs for Region realignments and submit to FMB, tracking all

controls. I justify dollars are appropriate and sufficient to accomplish CNIC mission. I prepared and submitted

required exhibits, reviewed and finalized exhibits prepared by external sources; submitted internal exhibits via

JMS/SNAP/OARS in accordance with (office of) Financial Management and Budget (FMB) guidance. During

second phase, I update exhibits prepared in the DON budget cycle for new issues and unresolved issues; I

submit to the Secretary of Defense in preparation for the President's Budget. Third phase, I submit President's

Budget to FMB; prepare and submit reclamas and redistribution of controls.

• Receive and review guidance from FMB.

• Review all new PBIS issues that have hit CNIC accounts since the prior budget submission.

• Collaborate with HQ N5/OPNAV N46 for POM/SPP information to support the new issues/changes to

controls.

• Coordinate with Ncode/HPDs on all issues requiring reclamas.

• Prepare and submit reclamas in PBIS.

• Re- distribute issues in PBIS if necessary.

• Assess exhibits to be submitted, assign to appropriate analysts, and send guidance to regions/N-Codes if

their input is required.

• After all issues have been properly aligned to the correct programs in PBIS, begin working on the OP32

(BOCs).

• Balance BOCs to PBIS controls and submit by deadline specified in the FMB guidance.

• Prepare exhibits, review for accuracy, and brief Budget Officer.

• Submit exhibits via JMS/SNAP/PDOCs/NITESTAR/OARS in accordance with FMB guidance.

• After FMB reviews submission, respond to any questions they may have.

• If required, task HQ N-Codes/HPDs or Regions to support question and answers (Q&A).

• Brief leadership on finalized responses to FMB.

• Research and provide amplifying information to support Q&A.

• Respond to FMB questions within the timeframe specified.

• Track monthly execution to phasing for Operations and Maintenance, Navy (O&MN) and Operations and

Maintenance, Navy, Reserve (O&MN, R) appropriations

• Monitor Resource Allocation Module (RAM) to manage the initiation, review, approval and /or reporting of

Unfunded Issues and Headquarters (HQ) Transfer Realignment Issues

• Research and resolution of budgetary/execution issues sufficient to Interpret policies and guidance for

Regions and Headquarters' Program Directors( HPDs)

• Respond to Congressional and IG Inquiries for (OMN)

• Validate, distribute Program, Budget Information System (PBIS) Issues

• Distributes Issues in Program, Budget, Information Technology (PBIT) by program

• Participates in Quarterly Allocation Reviews

• Prepare Mid-Year review and analysis; and End of Year review and analysis

• Provide weekly fund status, track reports and analysis to HPDs

• Respond to External Data Calls

• Prepare Internal Data Calls to Regions and HPDs

• Have knowledge of, and responsible to: download required Command Financial Management System

(CFMS) modules and reports/Enhanced Managerial Analysis (EMA)Discoverer reports/PBIS reports/PBIT

reports/develop and update Excel spreadsheets

Financial Analyst

Kratos Defense - Washington, DC - December 2011 to March 2012

CLEARANCE: Active Top Secret, Expiration: 7/2014

Performed at Kratos Defense, Washington DC, supporting the NAVSEA Program Executive Office (PEO). I

performed budget formulation and perform execution analysis utilizing various reports; prepare and submit

monthly progress and financial reports; support tri-annual review, problem disbursement reconciliation and

process improvement analysis. Familiar with the PPBE process and have Navy ERP and STARS experience.

• Perform Financial Analysis to support NAVSEA Shipbuilding & Conversion, Navy (SCN), Amphibious Ship

Self-Defense System (SSDS), which is a component of the Program Executive Office (PEO) Integrated Warfare

System (IWS).

• Perform budget formulation and perform execution analysis of SSDS Journal Fund Status report;

• Develop, prepare and submit monthly progress and financial reports;

• Perform tri-annual review, problem disbursement reconciliation, and process improvement analysis;

• Proficient with Navy resource allocation processes to perform, analyze, and track financial execution using

Planning, Programming, Budgeting and Execution (PPBE) process, Program & Budget Information System

(PBIS); Navy Enterprise Resource Planning (ERP), Standard Accounting & Reporting System (STARS), and

PRISMS;

• Strong analytical and business writing skills; Perform budget formulation and budget execution activities

in accordance with operational requirements sufficient in applying the principles, practices and methods of

budget execution to determine whether obligations, expenditures, and requested allotments are within funding

limitations in the approved budget; Experience in identifying, sorting, and analyzing quantitative data in order

to relate the effects of changes in funding levels to programs and activities to be funded. Respond to quick-

turnaround budget drills and assist with the development and justification of budget exhibits• Prepare and

submit monthly progress and financial reports and briefings• Track funding execution and establish project

structures using Navy ERP, STARS, and PRISMS financial/document systems• Prepare PRISMS and ERP

funding documents, reports and other deliverables for client approval;

• Ensure that deliverables are in compliance with statement of work• Foster positive work relationships with

all stakeholders - customers, clients, co-workers, suppliers, other contractors and visitors, to meet identified

contractual obligations• Assist other team members with their responsibilities based on volume of work,

established priorities and leadership direction• Organize self and work space to ensure timely completion of

assigned responsibilities, accounting for unanticipated support needs and changing priorities;

• Ensure ongoing service to all clients, customers, employees, contractors, suppliers and visitors by raising

service level concerns and opportunities to appropriate leadership personnel• Ensure personal compliance

to company and contractual guidelines as specified• Ability to Research, Analyze, and Comprehend Federal

Financial Management Policy and Regulations• Proficiency in Microsoft Office, Word and Excel software•

High comfort level working with and around all military/organizational levels, clients, customers, suppliers and

visitors• Ability to manage multiple program components and activities simultaneously, ensuring efficiency and

effectiveness is achieved per contract requirements• Ability to work as a team player and demonstrate personal

initiative to complete the work of the team as a whole.

Principal Consultant/Financial Analyst

RGS Associates, INC - Arlington, VA - July 2010 to February 2011

1800 South Bell Street, 10th Floor

Arlington, VA 22202

Title: Principal Consultant/Financial Analyst

CLEARANCE: Active Top Secret, Expiration: 7/2014

Performed as financial analyst principal consultant to support the Surface Warfare Enterprise (SWE) SFMT.

Developed future budget analysis and metrics for the SWE community. Support the goals of the SWE through

consulting and mentoring in the best application of enterprise principles, and through analysis and metrics

support as follows:

• Execute and improve the Strategic Warfare Enterprise (SWE) developing, implementing and communicating

processes that support cost reduction, cost avoidance and strategic financial management initiatives to provide

stakeholders with a voice in the PPBE process during key events and through collaboration meetings; Prioritize

decisions regarding Navy budgets and make attendant recommendations for adjustments.

• Review SWE strategic planning; defining long range goals/initiatives, establishing/maintaining a corporate

vision, outlining objectives and developing tactical plans for a component of the enterprise;

• Develop and established an Enterprise financial management process that enables the SWE to allocate and

manage more effectively its financial resources to support current readiness and future capabilities;

• Review/issued POM Planning Guidance; Planning Orders, Warning Orders, Serials, etc. that support the

building of the POM/PR;

• Collected/coordinated Program Review Execution Session (PRES) to allow SWE Stakeholders to submit

issues (including offsets); Conduct/Prioritize draft POM packages that will be reviewed and validated by the

PRG; Formalize "Bundles"; Draft unfunded priorities memorandum for distribution;

• Provide SWE POM Scorecard to the Surface Board with an assessment of unfunded SWE priorities

for the FYDP; Conduct recurring meetings with resource sponsors and SWE Stakeholder to communicate

status of Unfunded priorities; Monitor and evaluate status throughout POM cycle; Proficient with Navy

resource allocation processes to perform, analyze, and track financial execution using Planning, Programming,

Budgeting and Execution (PPBE) process, Program & Budget Information System (PBIS); Navy Enterprise

Resource Planning (ERP), Standard Accounting & Reporting System (STARS), and PRISMS;

• Gather relevant information on selected programs; Identify affected POM PPBE/Budget cycles and

processes;

• Experienced in applying the principles, practices and methods of budget execution to determine whether

obligations, expenditures, and requested allotments are within funding limitations in the approved budget;

Experience in identifying, sorting, and analyzing quantitative data in order to relate the effects of changes in

funding levels to programs and activities to be funded.

• Engage stakeholders and evaluate models/capabilities plans to determine requirement; Query PBIS and

collect;

• Analyzes and develops strategies and plans to achieve assigned objectives. Manages the preparation of

analyses, evaluations, and recommendations for proper implementation of across multiple complex tasks in

multiple organizations;

• Evaluates existing business goals, team functionality, and cross-discipline cooperation;

• Develops plans to improve internal performance, shorten throughput time, and minimize internal costs, while

increasing the overall quality of work, product, or service output;

• Develops operational concepts, plans, and instructions. Identifies alternative courses of action and

recommendations. Implementing improved systems, procedures and organizational changes.

Commander

Navy Installation Command (CNIC) - January 2008 to June 2010

1322 Patterson Ave., SE

Washington Navy Yard, Bldg. 33, 4th FL, So.

Washington, DC 20374-5065

Title: Program/Financial Analyst

CLEARANCE: Active Top Secret, Expiration: 7/2014

Perform as the Program analyst in the Public Works Services Directorate, Facility Services (FX) Branch. The

Navy's Shore Installation Management (SIM) System is comprised of the CNI headquarters and it's supporting

commands: 13 Navy Regions and 78 Navy installations. I work closely with Program Director to develop

program requirements and prepare the Program Objective Memorandum (POM) and Presidential Review (PR)

Navy Budget for submission to DON and OSD.

• I provide analytical and process control support for external reporting requirements for the FX programs

and sub-functions which included grounds maintenance, custodial, pest control, snow removal, pavement

clearance (street sweeping, snow removal), Integrated Solid Waste Management (ISWM) (refuse and

recycling) from data populated from, Resource Management Knowledge System (RMKS), and the Facilities

Operation Model (FOM) on a monthly basis.

• I provide financial and budgetary support and monitor the PPBE processes to perform execution of FX

approved budget OMN, OMNR and GWOT appropriations. Assist in developing data on past performance for

use in determining funding to be allotted to program and sub functions; track funding requirements allocated

throughout the FYDY for the OMN & OMNR BOS Operating Support the FX program by using the DoN Program

Budget Information system Database (PBIS). I also use the PBIS program to check the status of approved

funding, functional transfers and issues.

• Serve as the contracting Officer Representative for contracts for the procurement of highly specialized Fleet

Mooring products and services using formal acquisition procedures.

• I compose correspondence, briefs, reports, and other items for direct presentation to senior levels within the

chain of command I have the ability to communicate complex information effectively, both orally and in writing.

• I collaborate daily with professional peers within the FX & comptroller community to resolve issues pertaining

to Facility Services and financial planning, management and evaluation of the Program. I obtain research,

data, analyses, and studies relevant to the facilities services and organization, sufficient to resolve significant

issues concerning operations and policies.

• Perform day-to-day responsibility for the management of resources (processes and tools) primarily for

Capability Based Budgeting, Activity Based Costing, and Performance Metrics in support of the delivery of SIM

products and services, sufficient to assist in the oversight and maintenance of CNI's Capability Based Budget

Process, Resource Allocation Process, Activity Based Cost Management (ABCM) Process and Performance

Metrics Reporting Process. Experience in applying the principles, practices and methods of budget execution

to determine whether obligations, expenditures, and requested allotments are within funding limitations in the

approved budget; Experience in identifying, sorting, and analyzing quantitative data in order to relate the effects

of changes in funding levels to programs and activities to be funded.

Commander

Navy Installation Command (CNIC) - Washington, DC - October 2005 to January 2008

20374-5065

Title: Management Analyst

Serve as senior analyst of the Shore Modeling Requirements Team (SMRT), Total Force Manpower Directorate

of CNIC, as mandated by OPNAV, Governing Directive, OPNAVINST 1000.16K, for the various Program

Directors for business enterprises (Programs) described in the Core Business Model (CBM) for Shore

Installations.

• Developed Manpower Requirements Determination Models for Programs

• Defined Direct and indirect workload at each Common Output Levels (COL) and projected future manpower

requirements.

• Developed mathematical formulas, sustain, and maintained business models.

• Provided consulting services for all manpower requirement determinations for the Budget Submitting Office

(BSO) and in model process developments.

• Facilitated/Assist in Continuing Government Activities (CGA) A-76 Residual Organization.

• Developed CGA for Non-Guard Services; Emergency Management; and Safety organizations

• Support development of the SMR for the Security Post Validations (SPV) to prevent SECDEF personnel from

being viewed as excess and moved.

• Provided Model assistance for Housing, Brigs, Confinement, Facilities, Transient Personnel Unit, Air Traffic

Control.

• Provided support development of Defense Readiness Reporting System - Navy (DRRS-N)

• Brief CNIC various Headquarters Program Directors (HPDs) and Senior Executive Service (SES) Directors, to

develop and express methods of determining manpower requirements at various workload volumes according

to common output levels.

• Ensure manpower requirements for the programs are accurately identified and in line with capabilities based

budget practices used by the enterprise and expressed in Common Output Levels (COLs). Attend technical

briefings and conferences with various Headquarters Program Directors (HPDs) and Senior Executive

Service (SES) Directors, to develop and express methods of determining manpower requirements at various

workload volumes according to common output levels. Establish defendable manpower requirements models

sufficient to support PPBE Program Objectives Memorandum (POM), Planning, Programming, Budgeting,

and Estimating Assist with the analysis and comparison of line item classifications in the approved operating

budget. This function is in accordance with the Navy Financial Management System (FMS) and Requirements

Automation Management (RAM) system.

• Experience in applying the principles, practices and methods of budget execution to determine whether

obligations, expenditures, and requested allotments are within funding limitations in the approved budget;

Experience in identifying, sorting, and analyzing quantitative data in order to relate the effects of changes in

funding levels to programs and activities to be funded.

• Performs research, review, verification, development and compilation appropriate budgetary information

submitted by program managers/or designated individuals within the organization to assist with the overview of

the requisitions submitted for appropriateness. Cross-checks the accuracy of all information received; monitors

current expenditures to ensure the availability of resources throughout the year, revises and realigns data on

basis of current information; recommend transfers and reallocation of funding based on rates of expenditures;

and request additional information as deemed necessary.

• Assist designated individuals in performing semi-annual audits on Divisions travel and purchase card

programs as well as property.

• Provides support and assistance to process between 1 and 300 requisitions within a Fiscal Year with fiscal

responsibility up to four hundred million dollars for the maintenance of several programs System (PPBES),

and Future Years Defense Program (FYDP) requirements.

• Developed Model Development to identify COLs, Required Operational Capability (ROC), and metrics

• Provided data gathering through on-line input, such as, (Capabilities Based Budgeting (CBB)) method.

• Develop Performance Work Statements (PWS), Mission Function and Task (MF&T), Staffing Standards

and organization charts. Apply knowledge of Total Force Manpower Management Systems (TFMMS); Total

Workforce Management Services (TWMS) and Activity Manpower Documents (AMD) sufficient to build ad-

hoc queries; organizational listings; on-board strength reports; employee-supervisor ratios; link billets to

employees; and consolidate all workforce data (civilian, military, contractor, non-appropriated fund and billets).

Assist team members with the development of Navy Mission Essential Tasks (NMETL) for CNIC programs in

support of the Joint Mission Essential Task List (JMETL) in the Defense Readiness Reporting system (DRRS).

EDUCATION

M.A. in Organizational Management

University of Phoenix - San Diego, CA

2001

B.S. in Information Systems

University of Phoenix - San Diego, CA

1999

A.S. in Medical Assisting

Mesa City College - San Diego, CA

1982

ADDITIONAL INFORMATION

Offering Secret Clearance; thirty-one years of progressive experience with the Federal Government, with

an emphasis in multidisciplinary Budget/Business Analyst, Program/Management Analyst and Contract

Administrator programs. Effective in identifying the resources (budget dollars, manpower, material and

services) to support programs, and correlating those requirements with program plans to make sure that the

needed support is provided at the right time and place; produce continuous performance improvement, and

strengthen cost-efficiency across programs and organizations. I consider myself a Team player with excellent

written and verbal communication skills; Ability to gain buy-in and inspire action to implement new ideas and

concepts. Key strength in: Leadership Skills, exhibit enthusiasm and a positive attitude and able to convey

energy to others.

Contact this candidate