AP Specialist, Financial Analyst

Jocelyn Carter Jackson

*** ***** ******** **. ****** Spring, MD 20902 202-***-**** ******@*****.*** / *********@*****.***

Accounting Clerk III Vacancy Announcement No:

Social Security Number: xxx-xx-8717 Control Number:

Citizenship: United States of America Federal Civilian Status: NA

SUMMARY OR RELEVANT SKILLS FOR A/P SPECIALIST

●Manages: allocates, track, the funds for payment based on the contract, check figures on invoices, posting documents, and receiving reports, Audit/review all E2-Federal Government travel requisitions, process/audit/review/pay all DS-127 & vendor invoices through the GFMS website, verify FSIPayable in Box for all incoming invoices from vendors, correspond with the Charleston accounting team for status updates, and review rejection reports for Invoices, bad banking rejections, funding rejections, and contract rejections

●Monitors: obligations and expenditures based on the obligated funds for the LOT contracts as well as outstanding invoices

●Prepares: a detail explanation of all E2 Federal Government travel expenditures, trips & authorizations to be cancelled, voucher discrepancies, E2 weekly/monthly/quarterly overdue travel authorizations and vouchers

●Informs: COR of any funding shortfalls in the contract and prepares justification for submission, perform analysis of all emails and

Relationships with internal and external customers, perform rejection queries for all invoices as well as E2 government travel

vouchers

●Represents: BUD in meetings, conferences, and related training of the investigate procedures for invoice and funds processing

●Customer service, follow-up, attention to detail, communication, audit review- FSI, Riverstone, Sempra Energy, OCM, & URC

●Clearance – Public Trust, Interim Secret Clearance

EDUCATION

Strayer University, Takoma Park, MD

Masters Business Administration in Finance and Accounting 2019

GPA: Semester Hours: (currently attending)

Indiana Technology Institute, Fort Wayne, IN

Masters Business Administration in Finance and Accounting 2017

GPA: Semester Hours: (took several classes toward degree)

DeVry University, Arlington, VA

Bachelors of Science in Finance and Accounting 2012

GPA: 3.5 Semester Hours: 124

Keller Graduate School, Arlington, VA

CPE Credit Hours: 16.02 2013

AWARDS

Dean’s List, DeVry University, three semesters 2009 – 2012

Performance, FSI-CTRMG 2017 – 2018

Certificate of Appreciation, FSI-CTRMG 2017 - 2018

Performance, Riverstone Residential 2004 – 2007

IMPORTANT QUALITIES

Communication skills- verbalize to explain the analysis for the balance

Detailed oriented- audit review and educate others on the budget process

Math skills- explaining why amounts are different and taking corrective action to rectify error

Works independently- or with teams, seeks new assignments, highly organized, finds new ways to accomplish tasks

Problem solver- audits, analytical thinker, exhibiting proper judgement and decision making for corrective action

Organizational skills- accurate, neat, thorough, able to assemble content & information for meetings

Writing skills- preparing analysis report of finding from invoices, LOT, tax returns, and apartment homes

Budget experience

Accounting Clerk/14yrs + (experience in various other positions) 2017

Processed accounts payable invoices, LOT payments, and E2 government travel vouchers

Tax Examiner/6yrs + (experience in various other positions) 2016

Audited, reviewed, processed DC Tax Returns for individuals, corporations, and estates

Accounting Bookkeeper/10yrs + (experience in various other positions) 2015

Audited, reviewed, processed payments for all invoices, balanced accounting records

Financial Analyst/8yrs + (experience in various other positions) 2014

Audited, processed, reviewed, balanced Quick Books ledger accounts from overseas countries

RELATED EXPERIENCE

Foreign Service Institute- CTRMG, Arlington, VA

Accounting Clerk III/Contractor, DOS, GS 7, 2yrs 2017 – Present

Maintain knowledge of all requests for merit & propos plans to COR to find alternatives if the projected results for the invoice are unsatisfactory. Monitor item line spending to ensure accounts are within budget for payment & alert COR & program managers of all statuses & availability of funds per CLIN or LOT line item. Initiate audit reports of financial transactions related to accuracy & implemented corrective actions for lost invoices. Interpret the reports & data for overseas travel and the point of expenditures as it relates to the State Department Federal guidelines (FAM, FAR). Analysis of various reports to implement corrective change which has resolved financial issues with credit cards, travel vouchers, authorizations, and invoice processing. Each corrective action was followed with an email memo and screen shots for future training & the SOP. Taking a corrective action & guidance on the aging/audit report with an explanation of all E2 Federal Government travel expenditures, trips, authorizations to be cancelled, voucher discrepancies, and an E2 weekly/monthly/quarterly overdue travel analysis by school. Took lead role in implementing a reduction in outstanding authorizations/vouchers from 600 to 30 in a year.

OCM LLC- Randstad, NW Washington, DC

Accounting Bookkeeper/Contractor, Non-Gov., 1yr 2016 – 2017

Maintain a working & current ledger account from vendors, print vendor commission checks, expense report checks, and track the drop shipment products. Manually enter & transmit all costs for each product item. Maintain a working inventory log to eliminate duplicate products, orders, and costs to improve system processing of check payments to vendors within 5-days. Direct all payments to the appropriate product and vendor for end of the year auditing purposes. Ability to obtain suppliers' bills with bids and purchase orders to verify accuracy, prepare & maintain reports and price lists of damaged or returned products.

Windsor Court & Towers- Career Strategies, Silver Spring, MD

Accountant-Bookkeeper/Contractor, Non-Gov., less than 1yr 2016

Handle all financial requests & resident reports, examine and request conferences on past budget

discrepancies, late pay balances, economic and financial developments that affect the organization's

income and expenditures for capital projects based on the failure to collect monthly rental payments.

Direct collection of monthly damage assessments, rental and eviction fees, deposits, payment of insurance

Premiums for the property, and other incurred operating expenses.

DC Tax & Revenue Service- Midtown, Washington, DC

Tax Examiner/Contractor, Non-Gov., less than 1yr 2016

Maintain a working knowledge of the audit review process, knowledge and processing of all DC tax

code changes to of all D-40 tax returns in accordance to IRS regulations. In charge of contacting tax payers

of payments & assessed penalty interest in the MITTS system by phone, email, or mail. Achieving a zero

tolerance for fraud or abuse by tax filers returns.

Adventist Healthcare- Robert Half, Gaithersburg, MD

Accounts Payable/Contractor, Non-Gov., less than 1yr 2016

Control the processing & coding of 2,000-4,000 invoices daily, posting valid PO # in accounting system to

Obtain a 100% collection

Louis Berger- Keepers, Washington, DC

Audit Reviewer/Contractor, Non-Gov., less than 1yr 2016

Create templates from web database which encompasses, expense report changes & annotate PDF files

in master view to prepare corrections with audit notes

URC LLC- Account Temps, Bethesda, MD

Field Financial Analyst/Contractor, Non-Gov., 2yrs + 2014-2016

Auditing all payment vouchers, expense reports, wire transfers, travel requests, bank reconciliations, & end of month closeouts for fraud or misuse. Differences between the approved budget and actual spending, were grounds for rejection and a un-reconciled report.

DLC Management- Robert Half, Bethesda, MD

Assistant Property Manager/Contractor, Non-Gov., less than 2yrs 2014-2015

Auditing all payment vouchers, manage commercial properties across various states in implementing tenant charge backs, vendor notifications, entering & coding all invoices

RLJ Development- Robert Half, Bethesda, MD

Contract Specialist/Contractor, Non-Gov., less than 1yr 2014

Managed construction, renovation, building upgrades through change order requests, updated

P/O, & preparing all construction service agreements for final review and execution.

Live Healthier- Accounting Now, Bethesda, MD

Reporting Coordinator/Contractor, Non-Gov., less than 1yr 2014

Implemented monthly, quarterly, & annual reports using pivot tables, Constant Contact, Google

Analytics, Qlik-view, Exact Target for accurate posting and billing for vendors

FNIH- Account Temps, Rockville, MD

Bookkeeper/Contractor, Non-Gov., less than 1yr 2014

Posted A/R documentation, bank reconciliations, G/L, time & expense per GAAP using KINTERA FUNDWARE, XENAPP, & FIS IS for monthly audit

SAVA Senior Care, Bethesda, MD

Administrative Assistant, Non-Gov. 2004-2014

Served as central point of contact for all outside vendors, modified new admission information in Care

Served as the central liaison for patient record coding, Patient Census Statistical Reports using MS Office, Care

Tracker, & Care Central for doctor and administrator tracking

SEMPRA Energy, Washington, DC

Executive Assistant, Non-Gov. 2008-2013

Designed PowerPoint presentations for monthly divisional meetings, maintained & coordinated executive and senior management vacation, day-to-day meeting and travel schedules. A professional representative of the VP, Directors, & Managers, approved travel expenses & reimbursement requests. Managed review preparation of FERC document filings & translate attorney notes for court cases. Reconciled inventory for end of year tax depreciation & obsolete equipment, prepared invoice reports, centralized memos & letters, insertion of financial statements into power point presentations as well as spreadsheet databases. Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives. Answer phone calls and direct calls to appropriate parties or take messages. Lead analyst for excel spreadsheet data using and implemented the use of a mobile business card scan process for each associate accessible by cell phone and MS Outlook. MS Office, SAP, & WITTS were used for government financial meetings and office security sweeps.

Riverstone Residential, Rockville, MD

Contracts Coordinator, Non-Gov. 2004-2007

Managing the operations, maintenance, administration, and improvement of commercial, industrial, or residential properties. Inspection of all grounds, facilities, and equipment daily to determine necessity of repairs or maintenance. The main liaisons between on-site managers, tenants and owners to plan, schedule, and coordinate general maintenance, major repairs, and remodeling or construction projects for vacant and occupied units. Implemented a records report for apartment checks & move-in and move- out charge costs. Delegated work to 15+ maintenance staff and created staff work schedules in response to community. Wrote and implemented a clear and concise owner's reports based on findings from apartment home inspections. Handled current housing database for continued eligibility, Collected COI (Certificate of Insurance) as well as W9 from vendors working in vacant & occupied apartment homes with prepared Periodic Service Agreements through the three-bid process. Created a MSDS (Material Safety Data Sheet) binder for each property location, updated all personnel files with FR19 documentation, designed and created a property appliance schematic log book for all 18 sites and received a recommendation. HR responsibilities involved for each new hire - prepared BTI screening forms, and prepared all analysis using Key Track report logs, Message Pro, Yardi, Excel, Power Point, Word, Blue Moon, Visibility, People Soft, Impromptu, One Site, FACS, Choice Point and Rent Roll. Prepared visiting property walk schedules for asset managers upon review and possible acquisition. Tracked daily vacancies to monitor “turn” progress and timeliness for move in and to schedule vendors and contractors for repairs beyond the scope of on-site maintenance team. Created a tracking work order log with maintenance software program, provide weekly reports to property manager, and Engineer Director, prepare monthly tenant delinquency reports in excel, oversee maintenance requests to ensure timely resolution. Verifying security deposit administration (ie inspect units to determine balance or refund, prepare disposition letters, process returns, take photos for file records) and collection of rental payments.

ICPRB, Rockville, MD

Executive Assistant to the VP, Non-Gov. 2002-2004

Designed PowerPoint presentations for monthly divisional meetings with top-level executives.

Prepared meeting materials, agendas, handled food & beverage menus for Governors’ & Senators

Scheduled Board of Directors meetings. Lead the inspection of opening, reading, and writing answers

to routine letters in MS Office, Web Scheduler, Quattro Pro, & Mail Merge

Jackson Hewitt, Rockville, MD

Tax Preparer for IRS Federal & State tax returns, Non-Gov. Seasonal Preparer

Analyzed financial information obtained from clients, reviewed prior tax accounts to determine whether

life changes, economic developments or financial performance indicated a need for plan revision for

the current or prior year tax return filings for federal or state returns.

Metro Maryland Ostomy Association, Rockville, MD

Event Planner, Non-Gov. Yearly Health Fairs

Assisted with yearly Health Fairs at White Flint Mall and Holy Cross Hospital. Compiled health tips literature and materials for patients as well as visitors to the booth on current medical needs

LANGUAGES

English – native language

MEMBERSHIPS

National Association of Professional Women

TRAVEL EXPERIENCE

OCM- Trenton, NJ – traveled for training new employees 2017

Sempra Energy- San Diego, CA- traveled for training on new programs for T&A 2011

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