Manager Financial Analyst
Resume:
Donna K. Williams
Bowie, MD, 20721
*********@*****.***
Years of professional experience: 37
** ***** ** ******* ** Non-Profit Association Sector, 11 to Navy
Security Clearance: Secret
Certifications/Training: Currently studying for Certified Defense Financial Manager
(CDFM) designation, DPAS 101 DoD Asset Management, Future Enterprises, Inc.-Excel Intermediate Features, Applied Accounting Technology Ltd.-Reengineering Your Accounting System, Global Knowledge Network-Hands on Finance, Rock Hurst College Continuing Education- Powerful Power Point Presentations, Navy FMS Case Management Excellence (CMA) certification
Databases/Systems Expertise: Navy ERP, PBIS, EDW, SCIP, CEPT, STARS, DIFS, MISIL, CHOOSE, NAVCCS, EDA, AutoDoc, MOCAS, DPAS, CERPS/DCAS, COBRA, FMIS, DSAMS, Non-Profit software-Great Plains Dynamics, FRX, AVECTRA (nonprofit software) Microsoft Word, Microsoft Excel (intermediate features), Microsoft Visio, Microsoft Power Point, Microsoft Access.
Recognition and awards: Society of Industrial and Office Realtors, honorary membership
DEGREES HELD/EDUCATION
High School Diploma- Jefferson High School, Jefferson City, Tennessee Pursued AA degree- LaSalle Extension University, Chicago, IL
SUMMARY
Ms. Williams has provided support to the Department of Defense -Navy in assisting with Financial Improvement Plans (FIP), Foreign Military Sales (FMS) case reconciliation and closure and as a Business Financial Manager (BFM).
She has also provided Financial Management in the Non-Profit arena for over 24 years.
WORK HISTORY/EXPERIENCE
Cydecor, BFM, 9/2014- Present
Position: Business Financial Manager
Description: Provides Lead Business and Financial Analyst contract support to the SEA 06 EXM (PMS 408) Program Management Office
Key Responsibilities:
Identifies resources required to carry out program/project objectives.
Prepares and coordinates Program Objective Memorandum (POM) issue papers with OPNAV and PMS 408 BFM leadership.
Integrates events in acquisition cycle with DoD Planning, Programming, and Budgeting and Execution System (PPBES) cycle.
Uses approved schedules as basis for inputs to budgets and other exhibits needed to obtain financial support. Makes budget evaluations (e.g., apportionments, long term financial expenditure projections) to influence program/project plans.
Presents and defends budget exhibits and estimates, Maintains and retains documents and files for audit trail and records.
Perform work or advise acquisition programs with multiple appropriations using a variety of automated systems for budget administration.
Performs Budget formulation and cost estimating functions, to include presenting and defending budget estimates; reviewing and evaluating budget requests and controls throughout the various cycles of the DoD Planning, Programming, Budgeting, and Execution System (PPBES).
Evaluates costs and benefits for implementing required policies to ensure effective and efficient use of funds to reach program goals.
Uses Program Budget Information System (PBIS) to coordinate and administer program business and financial planning and budget formulation guidance and constraints.
Work may include development, determination and interpretation of budgetary policies and practices as well as use of multiple financial systems such as ERP, STARS, PRISMS, COBRA and AUTODOC in the performance of these functions.
Responsible for financial management including: Implementation and daily execution consisting of development of oversight controls and reviewing, evaluating, measuring and tracking status.
Coordinates, prepares, submits and tracks funding documents using Navy ERP system.
Monitors and reports on obligation and expenditure status to ensure established DoN Financial Management Board (FMB) benchmarks are met.
Ensures funds are available and properly and efficiently used to support program objectives.
Prepares and submits documentation to reconcile program disbursements and other related issues.
Reports obligations and expenditures throughout the various cycles of the DoD Planning, Programming, Budgeting and Execution System (PPBES)
Monitors financial plan performance against program objectives, obligations and expenditure data.
Reviews and analyzes supporting activities and stakeholder conformance with plans, schedules and works with the lead BFM to resolve problems, conflicts, and controversial issues.
Acts as the quick reaction response coordinator for urgent and non-routine financial management/budget matters that affect/impact assigned programs.
Coordinates with the PMS 408 BFM regarding providing inputs and responses to Government Accountability Office/(GAO) audits, Congressional actions, Navy FMB questions, and Office of the Secretary of Defense (OSD) inquiries.
Coordinates responses to call/QAs/Marks from SEA 01, FMB, OSD/Congress.
Develops draft POM inputs/briefs.
Provides financial data for the Program Management Review (PMR) and other briefings.
Provides monthly Obligation/Expenditure report to PM/DPM
Tech-Marine Business, Business Analyst, 09/2014 – 09/2018
Position: Senior Level Financial Business Analyst (FMS)
Description: Provide support to Naval Sea Systems Command (NAVSEA) Foreign Military Sales (FMS) acquisition program PMS 326.
•Maintain a DoD SECRET Clearance as determined required by the TMB FSO.
•Complete TMB Internal Company tasking including training and resumes updates on time,
•Lead and conduct efforts to provide support to PMS 326 Financial Analyst.
•Lead and conduct efforts conducting research and cost analysis for the development of Price and Availability (P&A) and Letters of Offer and Acceptance (LOA).
•Lead and conduct efforts in tracking the development and execution of FMS budgets and funding documents (including Obligational Authority (OA) Worksheets, Work Requests and Procurement Requests).
•Lead and conduct efforts in maintaining general ledgers and track commitments, obligations, expenditures and requisition execution.
•Lead and conduct efforts in providing supporting documentation for reported actions in support of implementation, execution, reconciliation and closure of FMS cases.
•Lead and conduct efforts in preparing financial reports (Case, RSN, PDLI summaries, FMR/CRR Sheets, and general case ledgers), briefs and other financial tasks associated with execution, reconciliation and closure of FMS cases. Develop data for presentation at Program Reviews and Financial Reviews.
•Lead and conduct efforts in developing and providing recommended Courses of Action based on analysis of data presented at Program Reviews and Financial Reviews.
•Lead and conduct efforts to independently perform frequent internal and external customer interface including regularly scheduled and ad hoc meetings.
•Maintain and improve proficiency in the following systems: Standard Accounting and Reporting System (STARS), Case Execution Performance Tool (CEPT), Consolidated and Expenditure Reporting System (CERPS), Financial Management
Information System (FMIS), Defense Integrated Financial System (DIFS), Computer Optimized Batch Reconciliation Application (COBRA), AUTODOC, Defense Security Assistance Management System (DSAMS). Lead efforts to improve team members, peers and subordinates, in their improving proficiency in the fore-mentioned information management databases and program.
•Complete and assistant peers and subordinates in completing NAVSEA’s Case Manager Excellence (CME) Training Course.
•Complete and assistant peers and subordinates in completing the DISAM SAM-C course.
•Improve personal proficiency in MS Office, specifically Excel, Word, and PowerPoint. Lead efforts to improve team members, peers and subordinates, in their improving proficiency in the fore-mentioned MS Office Suite programs. Other duties as assigned.
Avaya Government Solutions, Program Accountant 3, 11/2007 – 09/2012. Office of Naval Research (ONR) Controllers Office (08) Financial Improvement Program (FIP). Assisted Project Manager in the creation and implementation of corrective action plans (CAPs) that addressed deficiencies and mitigated risks identified during previous discovery efforts. Assisted in developing policies and procedures that promoted operational efficiency, improved and streamlined ONR’s business practice, thereby allowing for progression to the validation phase of the FIP. Audited business processes to assure compliance with FMO, as well as ensure internal controls were in place. Also did risks analysis of business processes, including Contracts, Grants, RWO-Grantor, Civilian Payroll, Travel, WAWF, Purchase Card, and Property. Ensured that deliverables were submitted by the required due date. Performed any necessary training that was fundamental in initiating corrective action plans in the FIP effort. Took ERP training but was not given access to the system. Researched relevant documentation and provided opinions requested by the project manager by the assigned due date. Received excellent ratings from the client and managed to keep the contract for the full five-year term.
Nortel Government Solutions, Inc., Senior Financial Analyst, 10/2007- 11/2007. Provided Contract closure of U.S. Contracts for NAVSEA Comptroller’s office (01P). Analyzed the Financial Reporting System (FRS) and CERPS to resolve OUDs. Prepared Transmittal packages to correct STARS and MOCAS. All transmittal packages were in accordance with ASN (FM&C) policy, DFAS and NAVCOMPT guidelines, and NAVSEA 01 operating protocols. Provided Problem Disbursements reconciliation support to NAVSEA Comptroller’s office (01P). Reconciled unmatched Disbursements (UMDs) and Negative Unliquidated Obligations (NULO’s) of contractual documents for NAVSEA. Performed obligations reviews to ensure that STARS was in alignment with the contract. Utilized COBRA to analyze STARS and MOCAS data to identify obligation and expenditure discrepancies.
K-Force Government Solutions, Senior Financial Analyst, 11/2006-10/2007. Provided support to NAVSEA SEA63 Project by providing Foreign Military Sales (FMS) contract and financial management, reconciliation, and case closure support to NAVSEA 01C4.1/2 and 01P2 by reviewing, reconciling, and analyzing financial data. Performed commitment and obligation reviews to ensure STARS and MISIL were in alignment with CERPS, billing, and Treasury. Utilized COBRA, STARS, and MOCAS data to identify obligation and commitment discrepancies. Reconciled Unmatched Disbursements and Negative Unliquidated Obligations of contracts and reimbursable documents. Interfaced with Navy Field Activities, ACOs and contractors to obtain needed information to close contracts and documents. Was one of top producers in contract and case closure.
American Nurses Association, Staff Accountant, 8/2005-10/2006. Provided support to the office of the Corporate Comptroller. Processed journal entries for month-end close. Reconciled bank statements for the corporate office as well as four entity accounts. Assisted the Comptroller with audit schedules and supplied the auditors with necessary schedules and backup as requested. Ensured that balance sheet accounts were reconciled monthly. Processed weekly accounts payable checks for the corporate office and four entities. Obtained needed signatures from the COO and entity officers and matched checks to supporting documentation. Assisted the Accounts Payable Manager with entry of vouchers as needed. Assisted the Corporate Comptroller with vendors and contractors and supplied 1099 schedules.
Society of Industrial and Office Realtors, Director of Accounting, 06/1979-05/2003. Provided management and supervision of the Accounting Department in Accounts Payable, Accounts Receivable, Membership Dues Processing, General Ledger Processing, Financial Statements, Budgets, and Investments. Provided training and assistance to accounting department personnel. Provided direct support to the Executive Vice President, and Budget and Finance Committee. Approved and posted all journal entries to the General Ledger. Provided supporting schedules for balance sheet accounts. Prepared monthly Financial Statements and variance report for submission to the Executive Vice President, Department Directors, Treasurer, Budget and Finance Committee, and Board of Directors. Maintained and submitted all supporting schedules to auditors and worked with the auditors through the annual audit. Prepared an annual budget in conjunction with the Treasurer, Chief Operating Officer, and Budget and Finance Committee. Served as liaison to the National Association of Realtors Accounting department and ensured that reporting was compliant with their guidelines. In conjunction with the Treasurer, managed the investments of excess funds.
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