Financial/Budget Analyst Senior

CLAUDETTE HAYNES

***** *** ********* ****** • Silver Spring, MD 20904 • 301-***-**** • ************@*****.***

Management- Financial/Budget Analyst Senior

Current Financial/Budget Responsibilities

. Prepares various financial reports for management, manage, examined financial activities, sense difficult

interrelationships between financial management requirements and automation solutions.

. Represents Budget Group in individual projects and task forces both internal and external.

. Vendor Management experience; finding competent qualifying venders with good benefits and do

business with them.

. Performs Audit Compliance for travel (all levels of travel according to Federal Travel Regulations

(FTRs)), and regular financial activities to ensure conformity with established policies and procedures.

. Reviews in and out obligated funding documents, and create checklists to track actions during the process.

. Performs budget execution functions, including oversight of obligations against planned budgeted

amounts for the fiscal year.

. Ensures obligations and expenditures occur in a timely basis in accordance with the annual budget

plans and regulatory controls and are within the amount budgeted.

. Performs a variety of related Financial/Budget functions as required by management. Sometimes tables

and charts are used to further explain the information requested.

. Participates in coordinating plans, multi-year programs and objectives for several clients and assists in a

wide variety of financial studies.

. Preforms complex financial management analysis; prepares budget revisions; reconciles budget and

expenditures to reimbursements; assists and advise management on budget and Financial issues;

performs financial research and analysis; prepares financial reports.

. Assist in designing project tracking expenditure methods geared towards assessing approved budget and

cost allocation that have been established.

. Aid and supported client management team, and confirms data input to clients’ financial systems.

. Proficiency in MS Office with excellent spreadsheet skills.

. Exercise excellent mathematical skills as well as data analysis and forecasting methods with

attention to details.

. Willingness to respond promptly to internal and external request in all responsibilities that relates to

Financial/Budget matters.

Professional Summary

20 years hands-on relevant experience in Financial/Budget Analyst support to Federal Government and private businesses. Pertinent requirements (Bachelor’s degree and Masters in relevant field: Accounting, Business Administration, and Financial Management), for Financial/Budget Analyst. I have Excellent mathematical and data analyst skills, and I pay detailed attention to financial accuracy, data accuracy, and have the ability to work independently. I am very vigilant with numbers, and that attribute helps me in all aspects of my work, especially preparing various financial reports for management decision making. As a Management-Financial/Budget Analyst, I am very good at managing details, and administrating contracts by assuring compliance with the terms and conditions of contracts, including resolution of problems concerning the obligations of the parties. I look at every item, not skipping over anything. I support senior management in preparing financial reports, cost-benefit analyses, spearheading complex financial projects, monitor use of funds, budget preparation and tracking, maintain data accuracy, forecasting, measuring information on mission and goals, prepare spreadsheets, letters and memos. I bring to the table my business skills that are valuable to Department/Division Executives. I review project tracking receivables and expenditure methods geared towards assessing approved budget and cost allocation that have been established, and compile expenditure data.

CLAUDETTE HAYNES

Submitted mandatory financial and budget documents as it pertained to receivables and expenditures for review by other external agencies such as Office of the Inspector General (OIG), Office of Management and Budget (OMB), and other related government agencies. My more than 20 years of experience with

private and federal contracting processes and procedures, including Statement of Works (SOW), Work Breakdown Structure (WBS) prepared me to deliver efficiently and effectively. I also set up a plan and

review/evaluate project tracking expenditure methods geared towards assessing approved budget and cost allocation that have been established, and compile expenditure data.

My depth of experience handling multiple contracts simultaneously with planning, organizing, coordinating, identifying and correcting potential problems within specific contacts, and ensure excellent control in managing projects for which I am accountable. I’m a quick learner, methodical, very detail oriented and adept at complying with organizational procedures, practices and standards, particularly Federal Acquisition

Regulations (FAR), Government Accepted Accounting Principles (GAAP), and following the Principles of Federal Appropriations Law. I also have great Microsoft Excel/PowerPoint/Word skills and I have worked with various software applications relative to specific Government programs e.g. Federal Financial Management System (FFMS), Surveillance Program (PRISM); Departmental Budget, Financial programs, Immigration Border Patrol, Grant Management, and FHA Loan compliance and Advance Acquisition

Planning System (FAAPs). I am very organized and have experience with Government contracting setting. With this history, I am very adaptable to changing software programs as they become necessary.

I exercised those responsibilities as a contractor employee working on contracts for Department of Homeland Security: Immigration and Customs Enforcement, Department of Labor (DOL), Department of Housing and Urban Development (HUD), and Federal Emergency Management Agency (FEMA). Currently I oversee a group (staff of 7), financial/budget presentation activities, letters/memos, reports, compile financial information for budget preparation and interface with management regarding their requirements, and make recommendations related to specific financial matters. I worked closely with Program Managers to ensure that the cost allocation methodology that has been established for the Advanced Planning are in accordance with the agency budget. My current role incorporates Management/Financial/Budget Analyst responsibilities and audit compliance. In summary, these includes:

Managing contracts for compliance, gather, review and consolidate financial data, prepares draft Milestone Status Reports for review before submitting the final report to management.

Develop different types of spreadsheet to make it easy for management to view and exhibit data in various settings. Question forecasts by analyzing and interpreting data and making comparative analyses, and conduct variance analysis and highlight the variances, and make recommendations.

Excellent team member in every aspect of project work, budget preparation and execution, applying the Principles of Federal Appropriations Law. Evaluates trends or differences from standards or forecast figures.

Assist in strategic planning, analyzing information in the Advanced Planning Grant Laws, regulations and program policies related to services. Advise managers of the most advantageous courses of action; monitor control point expenditures, and investigates accounting document to verify financial accuracy, accounting standards, consistency with application of policies, and procedures.

Develop recurring financial reports and quantitative/qualitative analysis. Also set up briefings with client regarding presentations to discuss financial statuses, issues and concerns.

Contract planning, resource allocation and monitoring, estimating and budget management.

Collate input from staff members to produce clear, concise and impactful data.

Develop ad-hoc financial reporting, which sometimes include financial statuses, historical financial data and trend analysis.

Contract and project communications, checkpoint meetings, and status reporting.

Stakeholder engagement involving senior staff, and archiving records for stakeholder use.

Assist clients to develop smart spending plans, working in line with budget, activities related to cost recovery and reimbursable agreements.

CLAUDETTE HAYNES

Strength & Expertise

Microsoft Office Budget Management Client Services

Identify/Correct potential problems Project Management Staff Development

Knowledge of Deltek/Quick Books Compliance Audit Communication

Data Analysis Acquisition Strategies Team Oriented

Government Applications Manage Procurement Management Support

Professionalism & Courtesy Analytical Research Envision New Concepts

Milestone Status Report Decision-making Data Collection/Management

Determine Required Levels of Effort Cost & Technical Evaluations Exceptional Work Ethic

EDUCATION

Master of Science / Financial Management May 2000

University of Maryland University College, College Park, MD

Institute for Financial Management & Research Madras, India Oct 1987

Foundation for International Training Georgetown, Guyana Aug 1982

Bachelor of Science / Accounting (Honors) Tuskegee University, Tuskegee, AL May 1981

Bachelor of Science / Business Administration (Honors) Tuskegee University, Tuskegee, AL May 1981

EXPERIENCE

J ARTHUR BROWN & ASSOCIATES, CPA. Temple Hills, MD 01/2011 to Present

Senior Management Lead - Financial/Budget Analyst

Responsibilities:

-Point of contact for the internal unit within our company relating to Vendor Management matters. I evaluate third-party providers of goods and services, supervise the day-to-day interaction and manage long-term relationships. I always try to find qualifying vendors to do business, ensuring good benefits from the agreement.

-Primary responsibility: Budget preparation and execution Management Lead. Manage and examine financial activities, and sense difficult interrelationships between financial management requirements and automation solutions. Interact with clients and assist them with strategic/business planning review distributions and allotments, prepare spreadsheet/tables with memos and letters, monitor actual spending for management reports.

-Manage contracts for obligations of the parties according to the approved documentation.

-Challenge processes and develop recommendations for improvement.

-Provide financial analysis and budget formulation, review financial reports, and data collection for accuracy.

-Examines accounting document to confirm accuracy of financial computations, policy, procedures, and accounting standards.

-Gather, review and consolidate financial data collected through reviews with operations, and accounting teams.

-Conduct variance analysis on forecasts, highlight variances and make recommendation.

-Prepare and submit all final cost paperwork/spreadsheet.

-Monitor actual financial activities against budget, and prepare reports for senior management.

-Hands-on support and supervise staff to ensure timely completion of all assigned tasks.

-Perform contract regulatory requirement evaluation to ensure effective enforcement of same.

CLAUDETTE HAYNES

-Examine incoming invoices for accuracy and supporting documents before approving payment.

-Assist in client forecasting, annual budgeting, and strategic planning. Prepare spreadsheets, reports, letters, and memos.

-Aid and support client management team, and confirm data input to clients’ financial systems.

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-Train new and existing staff on clients’ assignment. Assist in finding the best fit for jobs.

-Monitor actual financial activities against budget and prepare reports for senior management.

-Communicate with client management staff regarding financial management request and other project related matters.

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-Develop recurring financial reports and quantitative/qualitative analysis. Also set up briefings with client regarding presentations to discuss financial statuses, issues and concerns.

-Involve in client Budget preparation matters and Financial activities for the clients I serve on behalf of J. Arthur Brown & Associates, CPA., and give guidance to my staff.

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-Set up briefings with client regarding presentations to discuss financial statuses, issues and concerns.

LANGLEY PARK PHARMACY - Privately Owned Pharmacy Business 01/2006 to 01/2017

Management Specialist (Consultant)

Responsibilities:

-Maintained and updated all contracts for tracking clinical records.

-Confirmed accuracy of financial data in pharmacy financial system.

-Prepared compliance reports for internal and external use.

-Developed spreadsheets and assisted in budget analysis and budget preparation.

-Reconciled all pharmaceutical supplies received with vendor invoices before processing payment.

-Involved in budget preparation and execution.

ROYAL CONNECTION INC. Silver Spring, MD 01/2005 to 12/2010

Senior Financial/Budget Analyst

Responsibilities:

-Managed multiply contracts, supervising 10 staff.

-Performed compliance audits on client’s executive and regular staff travel for conformity.

-Identified differences between current spending and the projected estimates.

-Trained new and existing staff assigned to Government contracting office.

-Assessed services/products and procedures for compliance with Government standards, accounting principles, and multi-tiered system application standards.

-Collaborated with government senior personnel on the execution of preparing financial information as it relates to specific agencies.

-Monitored financial progress for compliance, and worked with program office to resolve minor/difficult issues.

-Examined incoming invoices for accurateness and supporting documents before approving payment.

-Performed audits according to Government Accepted Accounting Principles (GAAP). Primary objectives: Determine compliance with regulations relating to contract and grant processes,

expenditures, other government financial assistance and test compliance with requirements for selected state laws, regulations and rules.

-Gathered, reviewed and consolidate financial data collected through reviews with operations, and accounting teams.

CLAUDETTE HAYNES

-Monitored departmental/organizational spending to ensure that it is within budget. Estimate future financial needs. Informed program managers of the status and availability of funds.

-Confirmed that agency information under review are following the given set of rules that are required to produce the information needed by management (supervisors, directors, and other authoritative personnel) within the agency/business for decision making.

-Assisted in the annual budget preparation that supports funding of agency, allowing agency to fulfill their mission and deliver their programs according to the Principles of Federal Appropriations Law.

-Produced a solid budget submission which led to better decision making regarding future program activities and budget strategies. Input data into Federal System.

-Prepared financial spreadsheets, reports, letters, and memos. Prepared check list for administrative actions required to close out contracts that met all terms and conditions.

-Prepared draft Milestone Status Reports, financial status reports, and any other report requested by client.

-Discussed financial statuses, issues and concerns.

FEDERAL MANAGEMENT SYSTEMS, INC. Washington, DC 06/2004 to 12/2004

Financial/Budget Analyst

Responsibilities:

-Administered and managed contracts for Customs Enforcement by assuring compliance with contractors.

-Assisted in the annual budget preparation that supports the funding of Department of Homeland Security: Immigration and Customs Enforcement; Office of Financial Management, allowing the agency to fulfill their mission and deliver their programs. Part of my responsibility was to ensure all team members follow the budget guidelines according to the Principles of Federal Appropriations Law as it applies to the agency.

-Entered budgetary data into a variety of forms, schedules, and reports of reports and prepare a variety of reports including the status of funds, expenses, and obligations.

-Produced a solid budget which led to better decision making regarding future program activities and budget strategies for border protection.

-Gathered, reviewed and consolidate financial data collected through reviews with operations, and accounting teams.

-Assisted agency head and other top managers analyze proposed plans and find alternatives if the projected results are unsatisfactory.

-Informed program managers of the status and availability of funds.

-Reviewed daily tasks and distributed financial workload. Maintained Field Office Obligations spreadsheet.

-Followed through on assignments referred by client and addressed immediate financial issues as necessary, and developed customer briefings/presentations.

-Performed QA reviews on all aspects of work assigned to team. Reconciled abnormal financial balances.

-Verified and validated contract records for Inter-Agency Agreement and private vendors.

-Corrected accounting errors and assisted in resolving audit exceptions and updated the government database for management use.

-Examined accounting documents to verify accuracy of computations, policies, procedures, and accounting standards.

-Advised managers of the most advantageous courses of action; monitored control point expenditures relation to planned levels, and provided analytical assistance on various projects, as necessary.

CLAUDETTE HAYNES

THORPE INTERNATIONAL, INC. Silver Spring, MD 11/2003 to 05/2004

Senior Budget Analyst

Responsibilities:

-Served as assistant to Thorpe International, Inc. VP who was responsible for the Management and Operations of all the company projects at the Department of Labor (DOL).

-Gathered, reviewed and consolidate financial data collected through reviews with operations, and accounting teams.

-Assisted in agency (DOL) forecasting, annual budgeting and strategic planning.

-Coordinated with DOL Directors regarding Budget preparation, and other related contract matters. Prepared monthly status report for Thorpe International, Inc. management. Worked with VP on company budget.

-Worked with budget and payment approval team within the DOL Office of Financial Management Operations (OFMO). Collaborated with senior management staff in analyzing and checking Working Capital Fund for compliance with stated policy and agreements with approved operating budgets according to Federal Appropriations Law.

-Determined need for deficiency apportionments and supplemental appropriation requests, and make recommendations on guidelines and instructions issued by Regional Agencies in the formulation, presentation and execution of their respective budgets.

-Prepared budget reports and recommendations for the Director and other senior staff; assisted in special projects as directed by the Assistant Director of OFMO.

-Interpreted and applied budgetary guidelines and furnishes analysis or justifications based on standards, guidance or advice from the Office of Management and Budget and Congress even when insufficient.

-Compiled and coordinated the presentation materials for assigned areas of the budget.

-Collaborated with branches to provide high level and /or detailed analysis (written and statistical) of operational results and reports as needed.

-Involved in the final process of reconciled invoices before payment is made.

-Conducted variance analysis on forecasts, highlight variances and make recommendation.

-Questioned forecasts by analyzing and interpreting data and making comparative analyses

HAYNES & ASSOCIATES, INC. Silver Spring, MD 12/1993 to 10/2003

Senior Project Specialist

Responsibilities:

-Managed Haynes and Associates Federal and private sector contracts. Hired the best candidates for key Financial and Budget positions on various projects. Department of Housing and Urban Development, US Department of Health and Human Services, and FEMA. Supervised more than 30 employees within these agencies.

-Managed $3M contract for U.S. Department of Housing and Urban Development.

-Examined accounting documents to verify accuracy of financial computations, policies, procedures, and accounting standards.

-Coordinated budget team and prepare guidelines for budget staff to follow, gave guidance to reviewers and administrative support staff working on Department of Housing and Urban Development Lender Approval and Re-Certification program.

-Provided leadership and training of project personnel to ensure all task related work in the review process was conducted in accordance with applicable FHA status, regulations, policies and directives.

-Prepared monthly reports and notified the Government Technical Representative on findings relating to negative adjusted net worth, qualified disclaimer or advise opinion, and material weakness in internal controls.

CLAUDETTE HAYNES

-Managed a $2M contract for the U.S. Department of Health & Human Services (Administration for Children and Families).

-Supported U.S. Department of Health & Human Services (Grant Management Officer) in managing grant programs. Duties included; grant tracking, file management, grant closeout, audit resolution, and grantee assistance services.

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-Met periodically with client project directors to discuss concerns that exist with ongoing contracts, including contract extension, renewal of contracts and responding to the client’s overall needs.

-Ensured the accuracy of financial analyses of contracts, grants, and reconciliation of advances to contractors and grantees.

-Monitored the expenditures for various ongoing Haynes & Associates, Inc. projects. Prepared weekly progress reports on project activities, and monthly reports for senior management staff.

-Executed the actions necessary to resolve project problems/issues and report on mitigating steps and actions taken to ensure timely deliverables, project success and quality.

-Documented action items from meetings and ensured the action items were followed through.

-Worked with agency senior personnel on compilation and coordination on presentation materials for assigned areas of the budget.

STEVE ALLEN CPA FIRM Silver Spring, MD 03/1990 to 11/1993

Contracted to: INTERNATIONAL LOAN NETWORK (ILN) Lanham, MD

Budget/Accounting Manager

Responsibilities:

-Managed Company contracts for compliance.

-Prepared monthly statements for management, and worked with department heads to prepare their budgets and integrated them into the company budget.

-Supervised more than 25 employees within the accounting and operations department, and kept current with the goals and needs of the clients.

-Developed spreadsheets for budget analysis and budget preparation, reports, letters and memos.

-Gathered, reviewed and consolidate financial data collected through reviews with operations, and accounting teams.

-Developed spreadsheets for budget analysis and budget preparation, reports, letters and memos.

-Reviewed incoming invoices for accurateness, executive/staff travel for compliance, supporting documents, approval, and forward for payment.

-Monitored actual financial activities against budget, and prepare reports for senior management.

-Managed all operations of the Accounting and Operations Department.

-Ensured that each subsidiary of the company operated within the company’s accounting guidelines, and worked closely with production team regarding prompt customer delivery and publishing needs.

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