Financial Analyst Management

Tracie McCoy

Atlanta, GA *****

404-***-**** (cell)

**********@*****.***

SUMMARY OF QUALIFICATIONS

Experienced Financial/Budget and Management Analyst for the Centers for Disease Control and Prevention.

Finance Controller, Manager and Accounting professional in government and other diverse financial institutions.

AREAS OF STRENGTH:

Strong leadership abilities FAR/GAAP Compliance

Budgeting and Forecasting Executive Presentations

Financial Statement Preparation & Analysis Cost Proposals

DCAA Audits & Internal Audits Revenue Recognition/GL reconciliation

Month-end & Year-end Close

Strong communication and organization skills

Excellent skills in collaborating with others to achieve common goal

Overall expertise in account management and operations

PROFESSIONAL EXPERIENCE:

TACG Consultants, CDC-Atlanta, GA August 2016-Present

Financial Analyst

Serves as a financial analyst regarding the Division of Healthcare Quality Promotion (DHQP) program/Emerging and Zoonotic Infectious Diseases under the CDC.

Responsible for financial planning…i.e. Spend plan and evaluation. Analyze all other related Spend plans for DHQP Divisions

Provides financial assessment on a variety of budget related matters, to include budgetary changes, and year-end closeout procedures.

Executes financial budget. Continually analyzes and evaluates unexpected changes and gaps in program plans and funding. Reviews expenditures, re-imbursement allocations and transfer of funds

Collects and analyzes data for operating and reporting.

Executes financial budget. Continually analyzes and evaluates unexpected changes and gaps in program plans and funding. Reviews expenditures, re-imbursement allocations and transfer of funds.

Performs program analysis of actual expenditures compared to planned utilization of annual budget. Work with Program Manager to determine where budget adjustments may be necessary.

Presents effective analyses of financial management information regarding the expenditure of appropriated funds utilizing a network of multi-level federal operating systems...i.e. IRIS, UFMS and ICE.

Serves as subject matter expert on matters of funding issues for the Antimicrobial Resistance Program under DHQP.

Performs other duties as assigned.

James Wegener, QuickBooks-Atlanta,GA

Accountant/Temp Dec 2015-July 2016

Managed accounting operations, month-end close and account reporting

Executed financial reporting on multiple properties using QuickBooks

Provide forecasts and estimations for revenue

Researched and resolved collections and billing disputes with efficiency

Reconcile accounts, i.e. bank transactions

Processed and recorded employee payroll, electronic deposits and pay adjustments

Verified details of accounts including funds received and expensed

Issued paychecks to vendors on a weekly basis

Developed excellent client-relationships

Time Solutions, PGO/CDC-Atlanta,GA

Cost Analyst/Contract-Temp May 2015-Sept 2015

Perform assessments and provide recommendations on the adequacy of organizational

Management systems (i.e., the accounting, financial, budgeting, property management and

procurement) and associated policies, procedures and internal controls.

Perform financial capability reviews to determine the sufficiency of organizational funds

(apart from the grants) to meet costs of operations and payment of liabilities in a timely manner.

Perform financial capability reviews to determine the sufficiency of organizational accounting

Systems to properly manage Federal funds.

Provide subject matter expertise on cost analysis activities.

Perform cost analysis by obtaining detailed cost breakdowns, verifying cost data, evaluating specific

Elements of cost, and examining source data.

Carter Consulting, OCFO/CDC-Atlanta,GA

Financial Analyst/Budget Analyst July 2013-March 2015

Financial Analyst for $350 million dollar budget with NCCDPHP-Cancer Division

Using Microsoft Excel or similar program, establish a means of tracking budget allocations and expenditures.

Work with the Associate Director of Management Operations in the allocation of funds to projects and operating units and workflows and protocols to guide the submission of grant, cooperative agreement, and contractual documents from conception through submission to PGO.

Provide financial projections of trends and present interpretations and findings through spreadsheets, written, and graphical communication.

Prepare detailed estimates of funding needs to assist management with operation planning and decision-making.

Establish a mechanism for regular account reconciliation to guard against over- or under-obligation. Accounts are reconciled monthly during the first 8 months of the fiscal year and every two weeks during the final 4 months.

Create a repository of financial management resources including but now limited to CDC accounting information, PGO templates and guidelines, and official Government, HHS, and/or CDC policies and regulation that guide the obligation of funds.

Provide brief training to branch staff on the tools and protocols developed in the tasks above.

Consult with members of the Division on the standard operating procedures produced under this task and general financial management topics.

Develop a comprehensive budget tracking system for Division and Branches that ensures managers have real-time budget information from numbers and pivot tables supplied by OCFO.

Budget Analyst for $400 billion dollar budget with NCIRD-Immunization Division

Prepare a variety of balance sheets and reports related to the status of funds, expenses and obligations.

Provide support to mangers and program specialist in the budget formulation and execution process.

Provide analysis and advice on a range of financial matters to program managers and staff, and assist in relating budgetary data to program performance.

Perform execution functions for assigned budget area. Monitor, review and reconcile commitments, obligations, reimbursable orders, inter-agency agreements and grants. Identify potential problems and provide recommendations for resolution.

Work closely with payroll, to include updating, tracking and monitoring sick leave, maternity, annual, military leave for over 400 personnel. Track vacancies, shared costs, fare share and bonus for Commissioned Corp personnel.

Create and maintain complex spreadsheets for tracking, monitoring and adjusting of funds. Current and prior year funding.

Ensure appropriate and accurate resource/accounting data regarding the use of intramural/extramural funds are captured and accurately maintained in the system.

Analyze budgetary documents i.e., RGA’s, Integrated Contracts Expert (ICE), Inter Agency Agreement (IAA), 1267

Monitor, review and reconcile commitments, obligations, and reimbursable orders and identify potential issues while providing recommendations for resolution of budgetary problems.

Recommend process improvements to budgetary processes, policies and procedures. Develop annual work plans and schedules for the execution of approved budgets.

Prepare a variety of recurring and special reports and presentation material covering the status of funds, expenses and obligations. Update budget account records to reflect changes in the amount of funds available. Established timelines for awarding grants and contracts.

Create, maintain, update and reconcile various budget reports, for example, month-end report.

Review of year end forecast; reviewed actions from previous internal audits and assisted with financial analysis of applications.

Engage with staff members to provide guidance on correctly preparing forms in support of contracts, grants, memoranda of agreements and cooperative agreements; deadlines on submitting forms to Procurement Grants Office.

Interact with management, Office Directors office, OCFO, PGO and MASO to resolve discrepancies concerning contracts, cooperative agreements, IPAs, Intra-Interagency agreements on various budgetary matters..

Hillsman Incorporated,-Atlanta,GA March 2013-July 2013

Sr. Finance Controller

Oversee the direction, management and evaluation of all financial activities to ensure timely preparation

Prepare, produce and analyze monthly financial statements.

Oversee cash management.

Develop budgets and accounting procedures

Audits-Internal preparation

Preparation of annual tax returns

Improve Accounting System

Collaborate with the Principal and design staff, clients and contractors to identify and define paths and timelines

for proper financial management of all projects.

Carter Consulting, FMO/CDC-Atlanta,GA

Budget/Financial Analyst/Contract-Temp October, 2011-November 2012

Budget Analyst for $30 million dollar budget with HCRMO

Perform budget development, formulation and/or execution functions for the Human Capital

Resources Management program under Centers for Disease Control.

Interprets complex regulations, directives and policies and provide authoritative advice and

assistance to the program managers.

Analyze the impact of new or proposed legislation of HCRMO’s budget.

Compiles data and prepare a variety of ad hoc and reoccurring reports and analyses related

to financial management issues such as status of funds, FTE usage and obligations.

Reviews and edits agency and office budget submissions for reasonableness, accuracy and

conformance with FMO/CDC procedures and guidelines.

Work with managers and program specialists in the development of annual work plans and

schedules for the execution of approved budgets.

Recommend reprogramming and adjustments to work plans to account for changes in funding

levels, program changes and unanticipated expenses.

Identify opportunities and recommend process improvements to the budgetary process.

Interpret complex databases, registers and track obligations, expenditures and the flow of funds.

Negotiate budget funding amounts, timing and changes with program managers, monitoring

budgets.

Procurement/Grants Office/ CDC-Atlanta,GA March, 2011-October 2011

Contract Specialist/Contract-Temp

Contract Specialist perform pre-award and post-award functions, such as review quotes/proposals,

conducting cost analysis and prepare pre-award and award documentation for Firm Fixed Price

and Cost Plus Fixed Fee contracts.

Perform review requisitions for adequacies, consistency, and compliance with regulatory, and

procedural requirements.

Monitoring, analysis of appropriated funds in relation to Cost Plus & Fixed Fee contracts.

Conduct performance assessments, process modifications, resolve payment issues/UFMS/ICE.

Monitor contractor and program office compliance with award terms and conditions.

Perform independent research, applicable regulations, policies and guidance documents for contract

management issue: pre-award, post-award audits.

Perform the full range of closeout functions for expired awards.

LT Trinity Inc, New Orleans, LA October, 2009-December 2010

Sr. Finance Controller-Special Project

Perform financial statement analysis, determine efficiency of financial operations.

Develop budgets, estimates and forecasting in the area of profit planning

Develop and analyze variance reports

Transform financial data into reports

Perform internal audits and risk assessments

Cash management.

Recommend budget adjustments, and other cost improvement measures for the project.

Interpret data for the purpose of determining past financial performance and to project a financial probability for the company.

Review costs and perform cost benefit analysis related to projects and programs.

Perot Systems Services (ITSO)/CDC-Atlanta,GA September, 2005-May 2009

Sr. Finance/Business Manager

Financial Manager for the former MSS and current ITISS contract.

Interpret financial management policies and provide guidance to personnel.

Provide support for the MSS/ITISS contract

Process financial documents and perform financial analysis of financial statements and verify accuracy, produce cost proposals.

Prepare, analyze and present forecasts, estimates, and budgets, invoicing. Interpret financial data pertaining to multiple projects.

Perform budgeting, cost control, analysis and reporting (SAP/Excel).

Perform internal audits, DCAA and risk assessments.

Manage contract close outs.

Liaison between CFO, VP’s and project managers for financial data.

Extensive knowledge and experience with Deltek Job Cost Accounting System.

Eagle Group International, Atlanta, GA May, 2000 – September 2005

Assistant Finance Controller/Senior Finance Controller

Assist CFO with budgeting and forecasting. Supervise, direct and coordinate the day-to-day functions

of the accounting department, including AR, AP and Payroll.

Perform closing the accounting system on a monthly and annual basis. Prepare financial statements.

External audits (DCAA) at year-end with preparation of schedules and FAR/GAAP compliance as well any other needed data. Oversee Cash Management

Perform budgeting, cost control and analysis (Advanced Excel).

Extensive knowledge and experience with Deltek Job Cost Accounting System. Reconcile general ledger accounts.

EDUCATION:

University of Maryland, College Park, MD

Bachelor’s Degree

Start: Executive MBA Program Spring 2018-Emory University, GA

SOFTWARE:

Microsoft Office -Word, Excel (pivot tables, graphing/charting, forecasting, linking files, formulas), PowerPoint, Access (including database queries), Citrix. Gov-IRIS Systems, Gov’t- Admin E Systems, Gov’t-ICE Systems, Gov’t-UFMS Systems, and Deltek Job Cost (System 1, GCS Premier, Cost point) and Ajera

TRAINING COURSES:

To continue to be effective and an asset to any company that I am employed by in the field of finance and accounting I have taken the following training/ courses:

Financial Analysis

Effective Budget Management

Project Management

Customer Relationship Management

Appropriations Law & Operational Impacts

Budget Acquisition

Agency Budget Planning

Contract Severability

Spend Plan Management

PBMS Training

Records Management

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