Lisa Kay Jackson

*** **** ***** **

Macon, GA ***11

478-***-****

EXPERIENCE SUMMARY:

Summary: High-energy professional with a proven track record of rapid advancement. Thrives on challenges, performs well under pressure, and is capable of working effectively with all professional levels. Sixteen years of financial management experience as DoD contractor with the Air Force. Extensive experience covering resource management, budget formulation, and execution of Procurement, RDT&E and O&M appropriations. Industrial Security FSO training. Three years of the Airforce DEAMS system.

EDUCATION:

Education: Undergraduate: Paralegal Studies, Certificate Georgia College and State University, Milledgeville GA, 1991

Undergraduate: Business Administration, N/A, Macon College,

Macon GA, 198*-****-****- 2002

CERTIFICATIONS: Funds Managements: BUX200 –BUX 203 Financial Management Concepts Course 7/23/13: CBU RA Funds Management 1.5 7/26/13; DCS108and DCS 108 RA Support 3/14/2013, FMA1001, 200& 201: Financial Management Concepts Course 7/26/2013 FOA 102-105: Financial Management Principles Basic 8/29/2013; FOB100-FOB 204: FM BODY Knowledge 3/26/2017; FSD 101-FSD 102: Basic Fiscal Law 3/26/2013; SYS 103-SYS 218: FM SUITES SYSTEMS 8/29/2012

DEAMS training 2015 DEAMS FM Training SYS-107-192C 6/23/2017

Industrial Security FSO training Feb 2015

Record Management Training, I and II, Warner Robins AFB GA, 2007

Records Maintenance and Disposition Training, Warner Robins GA, 2007

Advanced Configuration Management, CM Training Foundation, 2000

Basic Configuration Management, CM Training Foundation, 2000

PVCS Version Manager for Administrators 6.6, Merant University, 2000

Microsoft Word 97, Excel 97, and Access 97 Levels I, II, III, IV, Macon Technical Institute, 2000

SECURITY CLEARANCE: TOP SECRET

TECHNICAL SUMMARY: Hardware: Copiers, faxes, scanners, printers

Software: PCVS, Microsoft Word, Excel, Access, PowerPoint, Publisher, and Outlook

Operating Systems: Windows XP/Vista, ABSS, CRIS, EDA, SRCT’s, DTS and DEAMS

Quickbooks, Paychex Flex, WAWF, CCaR, G004L and MOCAS.

EXPERIENCE DETAILS:

Credence Management Solutions

Senior Financial Analyst

July 2021 to May 2023

Salary $120

Advise or assist with the development of program specific funds management documentation, and/or assist in the execution of automated models and control techniques to aid decision making. This may include generating funding, forecasting, programming, and budget information and documentation using applicable databases and software.

Prepare, develop and/or assist with financial input to various events, such as, but not limited to Budget Execution Reviews (BER), Integrated Baseline Reviews (IBR), Milestone Decision Reviews (MDR), Monthly Activity Reports (MAR), PMR, and Risk Assessments.

Draft financial data documentation for submission to the Government financial lead/analyst such as but not limited to Procurement Documents [P-DOCS], Research Test Development and Evaluation Documents [R-DOCS] and Program Objective Memorandum (POM).

Provide status of approved, deferred, and released funds using new or existing organizational formats. Identifying, preparing, and assisting with correction of posting errors in financial records.

Draft a variety of funding documents in support of unit/organizational programs such as but not limited to Purchase Requests (PRs), Military Interdepartmental Purchase Requests (MIPRs), project orders and other financial documents IAW Financial Management (FM) policy and regulations.

Generate, maintain, and document an independent audit trail to track, record, and report the status of each funding document to ensure proper use of all funds (active, expired, and cancelled). Submit to Government financial lead/analyst for approval/review.

Generate and deliver quick-turnaround "what-if" funding drill and/or data retrieval analysis.

Maintain a softcopy of the monthly Delivery Order Status Reports (DOSRs) and Customer Usage Fee Check Reports (CCRs) in support of programmatic analysis.

Assist in internal and external requirements management by validating sales reports, collecting and tracking revenue, developing sales and revenue projections, budgets projections, revenue collection from contract vendors, assistance in processing travel orders, and generating financially related metric reports.

Monitor, report and maintain the reimbursable budget program.

shall assist, prepare, and/or deliver budget and financial analyses and execution documentation, such as, but not limited to obligations and expenditure forecasting and tracking data.

Perform research and analysis for accounting related issues using a variety of on-line query systems and tools, including but not limited to CRIS, Wide Area Workflow (WAWF), and Comprehensive Cost and Requirements System (CCaRS).

Maintain the financial database, input financial and contracting data, and extract ad hoc reports.

OASIS SYSTEMS

Senior Financial Analyst

June 2020- June 2021

Salary: 96K

Provides financial analysis support, budget support, cost estimating support, earned value analysis support, and program schedule analysis support.

Performs budgetary revisions, financial reprogramming actions, development and analysis of program/budget plans, the analysis of cost data and estimates, and identification and implementation of government approved cost management systems.

Assists in preparation and analysis of financial data and input for program execution and budget submissions.

Tracks the actual costs of active and completed projects using existing financial information systems to compare actual cost to base-lined cost and forecast the cost to complete and recommend implementing the projects.

Assists the Government in tracking obligations and de-obligations of funds

Utilizes software applications implemented by AFLCMC and interface with the appropriate accounting and finance information systems including but not limited to: (Contract Cost & Requirements System – CCaRS, Commander’s Resource Integration System – CRIS, Automated Business Service System – ABSS, Mechanization of Contract Administrative Services – MOCAS, BQ, Security Assistance Management Info System - SAMIS, Defense Security Assistance Management System – DSAMS and Central Procurement Accounting System – CPAS) in order to load and transfer budget authority.

Performs and provides assistance to financial personnel with cost estimates for all phases of Air Force acquisition programs from inception through disposal.

Performs program cost estimates in support of annual or biennial estimates, life cycle cost estimates (LCCE) for source selection evaluation, quick-turnaround “what-if” estimates, and will cost/should cost estimates using the established format.

Performs all estimates using the most appropriate technique available for each cost element of the estimate.

Supports the planning and defining of tasks; provide data research; collect and analyze data; review, present, and document tasks.

Creates, edits, and tracks statuses of funding documents (AF Form 9 Purchase Request, AFMC Form 36 Purchase Request, AF Form 616 Fund Cite Authorization, MORD, AF Form 185 Project Order, DD Form 448/448-2 Military Interdepartmental Purchase Request) and their amendments; develop and maintain budgets; forecast and track commitments, obligations, and expenditures; support budget exercises such as “cut drills” and “what-if” scenarios; and track and assist in closing out unliquidated and negative unliquidated obligations (ULOs/NULOs).

Prepares appropriate reports, maintain awareness of financial execution status, and prepare briefing charts, graphs, and other finance-related materials as necessary.

Provides support for financial meetings.

Assists the Government in the preparation of monthly program and project financial reviews.

Performs and provides assistance to financial personnel with program integration, procedural, technical, budgetary, and financial cost analyses, and cost estimating, cost proposal evaluations, cost scheduling, financial programming work on selected assignments (annual appropriations and/or multi-year funding) and with higher HQ requests for financial information.

Provides support in processing transactions in support of repair and return activity and development and processing of contract purchase request packages.

Prepare MIPR packages for all IPT teams in EW

Prepare all 206 from ROM in G004L System

Sawdey

Senior Financial Analyst RFCM/EW IPT

June 2017- 31 May 2020

Salary: 91K

Responsibilities:

Provides financial analysis support, budget support, cost estimating support, earned value analysis support, and program schedule analysis support.

Performs budgetary revisions, financial reprogramming actions, development and analysis of program/budget plans, the analysis of cost data and estimates, and identification and implementation of government approved cost management systems.

Assists in preparation and analysis of financial data and input for program execution and budget submissions.

Tracks the actual costs of active and completed projects using existing financial information systems to compare actual cost to base-lined cost and forecast the cost to complete and recommend implementing the projects.

Assists the Government in tracking obligations and de-obligations of funds

Utilizes software applications implemented by AFLCMC and interface with the appropriate accounting and finance information systems including but not limited to: (Contract Cost & Requirements System – CCaRS, Commander’s Resource Integration System – CRIS, Automated Business Service System – ABSS, Mechanization of Contract Administrative Services – MOCAS, BQ, Security Assistance Management Info System - SAMIS, Defense Security Assistance Management System – DSAMS and Central Procurement Accounting System – CPAS) in order to load and transfer budget authority.

Performs and provides assistance to financial personnel with cost estimates for all phases of Air Force acquisition programs from inception through disposal.

Performs program cost estimates in support of annual or biennial estimates, life cycle cost estimates (LCCE) for source selection evaluation, quick-turnaround “what-if” estimates, and will cost/should cost estimates using the established format.

Performs all estimates using the most appropriate technique available for each cost element of the estimate.

Supports the planning and defining of tasks; provide data research; collect and analyze data; review, present, and document tasks.

Creates, edits, and tracks statuses of funding documents (AF Form 9 Purchase Request, AFMC Form 36 Purchase Request, AF Form 616 Fund Cite Authorization, MORD, AF Form 185 Project Order, DD Form 448/448-2 Military Interdepartmental Purchase Request) and their amendments; develop and maintain budgets; forecast and track commitments, obligations, and expenditures; support budget exercises such as “cut drills” and “what-if” scenarios; and track and assist in closing out unliquidated and negative unliquidated obligations (ULOs/NULOs).

Prepares appropriate reports, maintain awareness of financial execution status, and prepare briefing charts, graphs, and other finance-related materials as necessary.

Provides support for financial meetings.

Assists the Government in the preparation of monthly program and project financial reviews.

Performs and provides assistance to financial personnel with program integration, procedural, technical, budgetary, and financial cost analyses, and cost estimating, cost proposal evaluations, cost scheduling, financial programming work on selected assignments (annual appropriations and/or multi-year funding) and with higher HQ requests for financial information.

Provides support in processing transactions in support of repair and return activity and development and processing of contract purchase request packages.

Prepare MIPR packages for all IPT teams in EW

Prepare all 206 from ROM in G004L System

ASJ-IT LLC,

Chesapeake, VA

Senior Financial Analyst

Sep 2015- Present

Manage the application for the FCL, maintain e-FCL and track clearance progress; provide CEO reports for require clearance actions.

Act as FSO and primary facility POC while FSO are away, conduct security briefings and initiating certain security actions.

Inspect classified accounts for compliance with the security regulations and policies regarding protection of classify information and COMSEC material.

Receive AED and CPR certification.

Schedule and conduct orientation, first aid, CPR and alcohol training classes.

Act as central dispatcher and carefully monitor the premises through the campus CCTV system.

Escort athletes and other VIP personnel to & from designate areas around the venue.

Used various high-tech security devices such as CCTV, video records, and magnetic detectors.

Review and ensure validity of DD254's for current contract and currently advising on future contract DD254.

Patrol commercial premises to prevent and detect signs of intrusion and ensure security of doors, windows, and gates.

Assist with the implementation of the SIMS database to include data migration, determining relevant fields, and list management.

Conduct weekly audits on all classify information systems; conduct document inventory on a quarterly basis; document reports using SIMS.

Process sub-contractor DD254 s. Interaction with all military disciplines, customers, vendors and suppliers to ensure compliance with security requirements.

Perform security patrol of designate areas.

Review security paperwork for completeness and correctness through e-QIP.

Experience with windows server operating systems and SQL database management/administration.

Maintain document accountability for all classify materials and a non-classify COMSEC account.

Verify clearance information in JPAS and enter debriefing and separation information into same.

Track security clearance investigations and perform administrative support functions to include working with the JPAS.

Advise software engineers of DOD 5200-R regulations to successfully develop security management software.

Lead security awareness training for all contractors and managers to ensure understanding of DOD security regulations/requirements.

Maintain professional and technical security knowledge by reviewing professional publications; establishing personal networks and participating in professional FSO societies.

ASJ-IT LLC,

Chesapeake, VA

Senior Financial Analyst

Sep 2015- June 2017

Salary $88K

Responsibilities:

Respond to Division’s Joint Operations Branch and address the Joint Exercise Fund Code 2M Program Funds, the Joint Exercise Transportation Program (JETP)/Commercial Ticketing Program (CTP) and the Joint Inland Transportation Fund Code Z5.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Respond to financial taskers by querying Division personnel, consolidating inputs and providing an approved prioritized response to meet suspense dates. Process commitment and obligating documents such as Forms 9, Forms 616, Forms 4009, MORDs, MIPRs and Journal Vouchers in Automated Business Services System (ABSS) and DEAMS -- an accounting system used to process forms and allow other units to use ACC’s fund cites. Provide funding for payment of utilities and travel for various projects. Review reimbursable travel orders in the Defense Travel System (DTS) to ensure Division personnel are utilizing correct fund cites and ESP codes and process AF Forms 1610s and Fund Cite Authorization Letters for all external personnel using A3Y fund cites. Tracking commitments and obligation documents through the ABSS approval process and ensure close out prior to expiration dates. During Tri-annual, Quadrennial and end of fiscal year reviews, research open documents and outstanding balances in Commander’s Resource Integration System (CRIS) to find and reconcile inaccuracies and close these documents.

Research open obligations from previous years in CRIS, another financial database, to determine validity or if there are excessive funds to be de-committed or obligated. As required, attend meetings and TDYs to support Division personnel and programs in resource management issues. Computer program knowledge included Microsoft Word, Excel, PowerPoint, ABSS, CRIS, and DEAMS perform budget execution and administration work involving monitoring and closing current and prior year incurred obligations. track, and review obligations, expenditures, reimbursable orders, and funding requests, and identify discrepancies which are not in keeping with annual exercise planning documents. Monitor travel voucher status of individuals participating in and utilizing JEP, JETP and CTP funding provided to them by exercise program managers. Prepares and transmits email notifications to individuals and if need be, commanders to resolve and close open travel voucher obligations.

D3 Air & Space Operations, Inc

Huntsville, AL

Senior Financial Analyst

Salary: 88K

Feb 2013- Sep 2015

080

Responsibilities:

Respond to Division’s Joint Operations Branch and address the Joint Exercise Fund Code 2M Program Funds, the Joint Exercise Transportation Program (JETP)/Commercial Ticketing Program (CTP) and the Joint Inland Transportation Fund Code Z5.

Respond to Division’s Joint Operations Branch and address the Joint Exercise Fund Code 2M Program Funds, the Joint Exercise Transportation Program (JETP)/Commercial Ticketing Program (CTP) and the Joint Inland Transportation Fund Code Z5.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Respond to financial taskers by querying Division personnel, consolidating inputs and providing an approved prioritized response to meet suspense dates. Process commitment and obligating documents such as Forms 9, Forms 616, Forms 4009, MORDs, MIPRs and Journal Vouchers in Automated Business Services System (ABSS) and DEAMS -- an accounting system used to process forms and allow other units to use ACC’s fund cites. Provide funding for payment of utilities and travel for various projects. Review reimbursable travel orders in the Defense Travel System (DTS) to ensure Division personnel are utilizing correct fund cites and ESP codes and process AF Forms 1610s and Fund Cite Authorization Letters for all external personnel using A3Y fund cites. Tracking commitments and obligation documents through the ABSS approval process and ensure close out prior to expiration dates. During Tri-annual, Quadrennial and end of fiscal year reviews, research open documents and outstanding balances in Commander’s Resource Integration System (CRIS) to find and reconcile inaccuracies and close these documents.

Research open obligations from previous years in CRIS, another financial database, to determine validity or if there are excessive funds to be de-committed or obligated. As required, attend meetings and TDYs to support Division personnel and programs in resource management issues. Computer program knowledge included Microsoft Word, Excel, PowerPoint, ABSS, CRIS, and DEAMS perform budget execution and administration work involving monitoring and closing current and prior year incurred obligations. Track, and review obligations, expenditures, reimbursable orders, and funding requests, and identify discrepancies which are not in keeping with annual exercise planning documents. Monitor travel voucher status of individuals participating in and utilizing JEP, JETP and CTP funding provided to them by exercise program managers. Prepares and transmits email notifications to individuals and if need be, commanders to resolve and close open travel voucher obligations.

DP Technology Services, Inc.

Quantico, VA

Financial Analyst

April 2011- Feb 2015

Salary 83K

Responsibilities:

Respond to Division’s Joint Operations Branch and address the Joint Exercise Fund Code 2M Program Funds, the Joint Exercise Transportation Program (JETP)/Commercial Ticketing Program (CTP) and the Joint Inland Transportation Fund Code Z5.

Provide advice, assistance, and guidance on budgeting and related information to include reviewing and reconciling financial vouchers and charges to Lines of Accounting to ensure the integrity and accuracy of PPBE data is in compliance with Financial Regulations.

Respond to financial taskers by querying Division personnel, consolidating inputs and providing an approved prioritized response to meet suspense dates. Process commitment and obligating documents such as Forms 9, Forms 616, Forms 4009, MORDs, MIPRs and Journal Vouchers in Automated Business Services System (ABSS) and DEAMS -- an accounting system used to process forms and allow other units to use ACC’s fund cites. Provide funding for payment of utilities and travel for various projects. Review reimbursable travel orders in the Defense Travel System (DTS) to ensure Division personnel are utilizing correct fund cites and ESP codes and process AF Forms 1610s and Fund Cite Authorization Letters for all external personnel using A3Y fund cites. Tracking commitments and obligation documents through the ABSS approval process and ensure close out prior to expiration dates. During Tri-annual, Quadrennial and end of fiscal year reviews, research open documents and outstanding balances in Commander’s Resource Integration System (CRIS) to find and reconcile inaccuracies and close these documents.

Research open obligations from previous years in CRIS, another financial database, to determine validity or if there are excessive funds to be de-committed or obligated. As required, attend meetings and TDYs to support Division personnel and programs in resource management issues. Computer program knowledge included Microsoft Word, Excel, PowerPoint, ABSS, CRIS, and DEAMS perform budget execution and administration work involving monitoring and closing current and prior year incurred obligations. track, and review obligations, expenditures, reimbursable orders, and funding requests, and identify discrepancies which are not in keeping with annual exercise planning documents. Monitor travel voucher status of individuals participating in and utilizing JEP, JETP and CTP funding provided to them by exercise program managers. Prepares and transmits email notifications to individuals and if need be, commanders to resolve and close open travel voucher obligations.

P3I

Hopkinton, MA

Senior Financial Analyst

May 2009 – April 2011

Salary: 78K

Responsibilities:

Provide financial program support and assist in the development of plans and procedures for 14 Division Program Elements (PEs). Respond to financial

Program Elements (PEs). Respond to financial taskers by querying Division personnel, consolidating inputs and providing an approved, prioritized response to meet suspense dates. Process commitment and obligating documents such as Forms 9, Forms 616, Forms 4009, MORDs, MIPRs and Journal Vouchers in Automated Business Services System (ABSS) -- an accounting system used to process forms and allow other units to use ACC’s fund cites – for Division personnel as per their forecasts in the Quarterly Obligation Authority. Review travel orders in the Defense Travel System (DTS) to ensure Division personnel are utilizing correct fund cites and ESP codes and process AF Forms 1610s and Fund Cite Authorization Letters for all external personnel using A3Y fund cites.

Track these commitment and obligation documents through the ABSS approval process and ensure close out prior to expiration dates. During Tri-annual, Quadrennial and end of fiscal year reviews, research open documents and outstanding balances in Commander’s Resource Integration System (CRIS) to find and reconcile inaccuracies and close these documents in coordination with ACC/A3R, AMIC and FM Liaison (ALO) offices. Provide updates to senior A3Y officials on current funding status and issues and make recommendations on how to resolve budget shortfalls in support of Division systems and programs. Translate written inputs on C2ISR programs, systems migrations, system modernization, and interface developments into PowerPoint slides and RAPIDS for the POM and other budgeting cycles. Oversee BER, BES and Fin Plan /Execution Plan inputs and suggest alternate means of funding requirements. Attend all meetings affecting Division PEs during the POM/APOM, BES, BER, Financial/Execution Plan and Initial Distribution to clarify program issues and advocate for budget requirements. Provide briefing materials for Division personnel, ACC/A3R and higher levels and prepare and present briefings, staff summary sheets, and other staff documents as required on existing resource status and system changes.

Coordinate with GSA and ACC AMIC on statements of work, funding documents and contract accomplishment and ensure all required information for the Contract Management Tool (CMT) is included along with the SOW when submitting to A3R. Maintain currency on latest contract changes by GSA in ITSS and AMIC to ensure required funding is provided in a timely manner to the Contracting Officer.

Research open obligations from previous years in CRIS, another financial database, to determine validity or if there are excessive funds to be de-committed or obligated. As required, attend meetings and TDYs to support Division personnel and programs in resource management issues. Computer program knowledge included Microsoft Word, Excel, PowerPoint, ABSS, CRIS, RAPIDS, WAWF, and ITSS.

Booz Allen Hamilton

McLean, VA

Financial Analyst

Jan 2009 – March 2009

Salary: 70K

Responsibilities:

Assisted Program Managers in tracking commitments, obligations, and expenditures of 3400 Operational and Maintenance, PLAID, and RDT&E funds. Ran daily Commanders’ Resource Integration System (CRIS) queries to include initiate, commit, and expenditures report and open document listings. Updated budget spreadsheet/checkbook daily to keep an accurate account of dollars available. Created, posted, filed, and tracked all incoming Military Interdepartmental Purchase Requests (MIPRs), Project Orders (POs), Purchase Requests (PRs), and contracts. Issued fund cites for MIPRs, POs, PRs and contracts. Provided program manager latest execution data and financial status which enabled him to make funding decisions.

Program Mangers to develop financial plans and budgets and to implement additional funding. Used Worked systems such as ABSS, CRIS, EDA, and SRCT’s to process and research data for program charts and background papers for Program Element Manager (PEM) Parades. Sent contracts to DFAS to obligate funds and update CRIS data. Provided and maintained spreadsheets, charts, and reports in accordance with PLAID, 3400, and RDT&E guidelines for Program Element Monitor support for the POM and other budget cycles. Using the financial data from Automated Budget Interactive Data Environment System (ABIDES), provided latest funding baseline numbers to the Program Manager. Reviewed purchase requests for office supplies and ensured vouchers were correct.

Collected inputs, and created monthly status reports for Program sub-contracts. Ensured data submitted on DD 250’s was correct and accurate. Reconciled Government expenses, tracked reimbursements and bank statements for the Program Manager. Collected, updated and submitted Darpa expenditure reports monthly. Downloaded CDRL deliveries from CITIS and populated network Data Item Delivery Tree for both SOF and AMC C-130 deliveries from Boeing. Issued CDRL’s to the engineers and tracked comments back to Raytheon from engineers in a spreadsheet.

Distributed Boeing/Raytheon CDRLs to users without access to the network requesting comments for inclusion in roll up. Assisted Program Managers and staffing office with POM issues and justification statements for POM and other budgeting cycles. Briefed Program Managers the status of funds on a bi-weekly basis and provide written discrepancy data when objectives were not met. Worked with management, engineers and key personnel to ensure impacts, shortfalls and prioritizations were understood and funded

DTS, acted as Trainer, authorization section representative and Help Desk for the Wing (over 200 personnel). Initiated, planned and executed Program Management Reviews for Senior Staff and General Officers on base and off site. Coordinated travel arrangements for Government and military personnel. Reviewed and processed travel vouchers for all personnel. Initiated and processed security visitor security requests for access to Robins AFB and other Contractor facilities. Attended meetings with Program Manager. Performed weekly travel voucher reconciliation.

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