Budget Analyst
Resume:
Professional Experience:
April **** – Present
Bonneville Power Administration
Seattle, WA 98104
Title: Public Utilities Specialist
Supervisor: Deedee VanderZanden, 503-***-****
Grade 12, Step 3
Accounting Responsibilities: Assume OMB A-123 responsibilities to include: monthly revenue/holding account accruals, expert use of complicated spreadsheets. Execute revenue/expense queries in PeopleSoft. Have a thorough understanding of accrual concepts and procedures. Understanding of holding account (liability) vs. revenue general ledger accounts. Ensure that all other financial controls agreed to are being met. Invoicing mostly Federal Agencies and some private entities and ensure that funds are spend as directed/specified in agreements. Perform cost analysis/budget updates/forecasting for over 100 federal projects, requiring use of complex financial queries in PeopleSoft with advanced use of Microsoft Excel (pivot tables, spreadsheets, formulas, etc). Track capital reimbursable budgets for federal Agency Energy efficiency projects, invoicing, fund transfers, financial queries and reports. Assist with financing projects, establish receipt of financed funds into the Agency Holding Account and communicate regularly with headquarters accounting group. Prepare funding obligation documents. Assure that data entered into the system is accurate, appropriate, timely and complete. This is accomplished by reviewing daily reports of transactions entered into the system on the previous day. Assures that any needed corrections are isolated and corrective actions are taken. Review documents for validity, budget and expenditure limitations, completeness and correctness of accounting data, advise program/project managers on the status and availability of funds in different budget accounts, ensure that all financial issues, transactions and implications are proper and legal. Formulate budgets, comparing projected and actual costs for line items with prior and current year expenditures; check and monitor the rate and amount of obligations and expenditures for assigned line items and work units; consolidate budget data from forms or worksheets, entering data for reporting to accounting and management, research complex legal material to obtain factual information and/or interpretations for use by others, determine and summarize changes in funding or expenditures, made recommendations on budget execution documents on the basis of availability of funds and compliance with regulatory requirements.
Project/Program Manager: COTR/Project Manager for several Energy Efficient projects at Federal sites such as USDA ARS in Southern Idaho, BoR Dams and offices, USFS sites including Job Corps Centers, Program Manager for Irrigation District Programs throughout Washington, Idaho, and Oregon. As Project/Program Manager I am responsible for contract administration, preparing statements of work, planning, performing cost analysis, tracking budgets, processing vendor invoices for payment, send status updates to customer agencies and management, measurement and verification, acceptance of completed projects.
April 2005 – April 2007
Ciber, Inc.
909 First Avenue, Suite 380
Seattle, WA 98104
Title: Federal Project Support
Supervisor: Merri Kelly, 509-***-****
Contracted to Bonneville Power Administration to provide administrative services for the design, development and delivery of Energy Efficiency Federal Projects.
Administrative Project Support Responsibilities: Participating in complex program/project management, contract administration, planning, and performing cost analysis/budget updates for over 100 Federal Projects requiring use of complex financial queries in PeopleSoft. Support with COTR responsibilities in internal Supply Chain contract system. Reconcile purchase cards, preparing invoices for payment authorization. Prepare Statements of Work for contracts, requisitions and modifications.
Accounting Responsibilities: Assume OMB A-123 responsibilities to include: monthly revenue/holding account accruals, expert use of complicated spreadsheets. Execute revenue /expense queries in PeopleSoft. Have a thorough understanding of accrual concepts and procedures. Understanding of holding account (liability) vs. revenue general ledger accounts. Ensure that all other financial controls agreed to are being met. Invoicing mostly Federal Agencies and some private entities and ensure that funds are spend as directed/specified in agreements. Perform cost analysis/budget updates/forecasting for over 100 federal projects, requiring use of complex financial queries in PeopleSoft with advanced use of Microsoft Excel (pivot tables, spreadsheets, formulas, etc). Track capital reimbursable budgets for federal Agency Energy efficiency projects, invoicing, fund transfers, financial queries and reports. Assist with financing projects, establish receipt of financed funds into the Agency Holding Account and communicate regularly with headquarters accounting group. Prepare funding obligation documents.
January 2004 – June 2005
Resource Remedy
800 Fifth Avenue, Suite 3950
Seattle, WA 98104
Title: Program Support
Supervisor: Barbara Andersen, 253-***-****
Contracted to the US Department of Energy to provide administrative support services for the Federal Energy Management Program (FEMP).
Program Support Responsibilities: Analyze, track, and organize various projects for programs such as Technical Assistance, Save Energy Audits, and Super ESPC by developing spreadsheets and other means of tracking; populated by data received from various sources, produce graphs or charts of accomplishments using Excel, analyze data and generate specialized reports on a variety of FEMP related information.
Administrative Support: General office duties to include, phones, filing, copying, data entry, correspondence preparation, travel arrangements, and direct customer contact.
Database Support: Provide extensive support and assistance for data input, checking data accuracy, generating reports, developing protocols, troubleshooting, and oversight of FEMP Central database (FoxPro)
Workshop Support: Coordinate details for workshops and events, develop and distribute marketing material and messages, generate candidate lists, coordinate with workshop/event organizers, make travel arrangements, reimburse travel expenses for invited speakers or attendees, develop workshop packets, organize and upkeep FEMP marketing materials and library, and provide general administrative workshop support.
October 2002 – October 2006
Tall Timbers Bar and Grill
35509 21st Ave SW
Federal Way, WA 98023
Title: Bartender/Server
Supervisor: Colleen Richter Schroeder, 206-***-****
Provide excellent customer service, answer phones, mix beverages, prepare and deliver food and drinks to customer satisfaction, cook, clean, cash reconciliation, stock, process gambling pay outs, providing a clean safe environment for both customers and employees.
May 2002 – October 2003
Northwest Territorial Mint
1307 West Valley Highway North
Auburn, WA 98001
Title: Administrative Assistant
Supervisor: Cindy Smith, 253-***-****
Provide administrative office and sales support for full service private mint.
Reception: Answer, screen, and route incoming calls, greet screen and announce visitors and guests, ensure the reception area and lobby are well maintained, post mail and ensure it is taken to the post office each day, make sure that mail is retrieved from mailboxes daily.
Sales Support: Send and track requested information packets, collates bullion information packets, maintain stock of bullion literature as needed, request and package samples, create labels and send information packets to prospective clients, populate ACT sales database.
EDUCATION
Stadium High School - Tacoma, WA
Diploma – June 1989
Business Computer Training Institute - Fife, WA
Certificate of Completion in Integrated Computer Applications – April 2002
Contracting Officer’s Technical Representative - Portland, OR
Certificate – October 2007
Association of Energy Engineers Energy Management Conference - Seattle, WA
Certificate of Completion – June 2010
Computer Skills: Microsoft Office (Word, Excel, PowerPoint, Publisher, Outlook), Microsoft Money, QuickBooks, FoxPro, ACT, Internet Explorer, Citrix, PeopleSoft, Oracle, Microsoft Access, Lync.
Awards and Recognition:
2009 US Department of Energy
Department of Energy Management Award
Recognized for Outstanding Energy Management in DOE Facilities
2010 US Department of Energy
Department of Energy Management Award
Recognized for Outstanding Energy, Water and Fleet Management in DOE Facilities
2011 US Department of Energy
Department of Energy and Water Management Award
Recognized for Outstanding Energy Management in the Federal Sector
2007-Present: Various internal awards to include: On the Spot Awards, Spotlight Award, Special Act Award, Length of Service Award, Team Award
PROFESSIONAL REFERENCES
Mr. Wade Carey
Energy Services Administrator
Central Lincoln PUD
2129 N. Coast Hwy
Newport, OR 97365
acreqy@r.postjobfree.com
Mr. Michael Huber
Mechanical Engineer
Bonneville Power Administration
909 First Avenue, Suite 380
Seattle, WA 98104
acreqy@r.postjobfree.com
Ms. Kathryn Patton
Account Specialist
Bonneville Power Administration
909 First Avenue, Suite 380
Seattle, WA 98104
acreqy@r.postjobfree.com
Hayward (Corky) Clark
Lighting Specialist
Sylvania
14226 29th Avenue, South
SeaTac, WA 98168
acreqy@r.postjobfree.com
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