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Senior Financial Analyst

Location:
Lorton, Virginia, 22079, United States
Salary:
$80,000
Posted:
November 05, 2018

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Resume:

LIZE HE

LORTON VIRGINIA

703-***-****

Education: B.S. Finance at George Mason University, 2013

Clearance: DHS Suitability Confidential Clearance, Active Certificate: Pursuing CGFM

Objective: Currently in search of a new and exciting opportunity in the San Francisco Bay Area that allows me to utilize my various finance and accounting background such as internal auditing, governmental contracting and billing, and banking to bring more value to the company.

Experiences:

Senior Financial Analyst-Internal audit, CTR 11/2017 – Present PotomacWave Consulting, Washington DC Financial Analyst, CTR, 8/2016-11/2017 Contracted to United States Coast Guard

• Identifies potential courses of action to improve the obligation balance accuracy in compliance with Homeland Security Components Requirements Guide (CRG) and USCG Financial Resource Management Manual (FRMM).

• Performs internal audit and validation of open obligation/accounts on a monthly and quarterly basis.

• Selects monthly non-statistical sample from USCG Open Obligation Validation Application (OOVA) data population with specific conditions requested to identify high risk documents by clients.

• Inputs monthly and quarterly sample data into client’s SharePoint site by creating sample folders and linking them to sample data, for a centralized testing and reviewing process.

• Conducts monthly non-statistical and quarterly statistical internal audits for USCG Budgetary Resource Management. This procedure comprises of many tasks including but not limited to validate timely de-obligation of unused or expired undelivered and unpaid orders, confirm accuracy, and test segregation of duties.

• Assists client in mid-year and quarter four Non-GAAP Prior Year Recovery reporting by collecting and presenting all unexpired appropriations less than $5,000 to DHS.

• Updates test risk assessment by document type (contract, travel order, reserve order etc.) quarterly using Excel to reflect recent testing results.

• Creates a standard testing methodology by discussing past testing experience to identify and resolve all “gray areas” with the contract support team and inputs from client.

• Ensures all reimbursable agreements are available in the SharePoint database for future audits by conducting gap analysis as well as data migration process.

• Produces monthly status report and presentation for client to inform them of our progress and achievements. Compiles meeting minutes which will then be archived by USCG contracting team. Billing Specialist, 6/2015-8/2016 General Dynamic Mission Systems, Fairfax, VA

• Worked independently to support billing contracts and prepare backups and submission packages for project.

• Worked closely with the finance team such as financial analysts, program managers, and contract administrators to deliver accurate invoices.

• Examined different financial reports for contract funding reconciliation purposes

• Conducted periodic reconciliations such as invoice logs, customer payments, and CLIN/ACRNs to validate payment amount and correct payment account.

• Utilized different government invoice submission portals (WAWF, IPP, and Exostar) base of customer needs. Financial Assistant, 6/2014-5/2015 General Dynamics Mission Systems, Fairfax, VA

• Supported the billing team by running and monitoring different types of reports.

• Pulled necessary documents or files for managers and billers during audits.

• Sorted billing documents and organizing the database.

• Assisted the closeout team by completing Fixed Price closeout packages, monitoring closeout e-mail box, and delivering closeout files.

• Archived, created, and oversaw the billing database. Member Service Specialist, 8/2013-5/2014 Fairfax County Federal Credit Union, Fairfax, VA

• Analyzed credit scores, credit history, and other financial records when issuing loan applications.

• Suggested products based on clients’ financial needs and credit worthiness.

• Assisted members with accounts, loan, and credit card issues.

• Adjusted banking profiles based on members’ needs.



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