Jennifer Watler, MS

Budget Manager Profile

ad133t@r.postjobfree.com • 917-***-****

Linkedin.com/in/jenniferwatler• New York, NY

Summary

Accomplished finance management professional with track record providing organizations with insightful budget and financial analysis and strategic management tools drawn from the budgetary process. Trusted advisor to leadership in public, private, and non-profit enterprises.

Qualifications Summary

Skilled financial manager with multiple industry background, conversant in regulations that apply to public, privately held, governmental, and nonprofit's treatment of budgets, operational expenses, cash allocations, and investments.

Extensive experience managing large operating and program budgets, in addition to numerous cost centers rolled up as part of annual planning process.

Valued collaborator to long- and short-term fiscal planning, revenue forecasting, cost benefit analysis, and expense tracking.

Professional Experience

AG Consulting Engineering, PC December 2022 – Present

Consultant/Budget Manager

Engaged by AECOM, a multinational engineering company, to provide budget management support to Project Management Consultant (PMC) Team on Metropolitan Transportation Authority’s (MTA) NYCT CBTC 8th Ave Line Signal Modernization Project (59th Street Manhattan to High Street Brooklyn).

In collaboration with NYCT’s Capital Program Management’s (CPM) Construction Manager, Design Manager and Program Controls, assist in facilitating the Project Management Workflow of Additional Work Orders (AWOs) through the processing, approving and reporting on AWOs for several contracts under the CBTC 8th Ave Project.

Provide weekly reports on the status of current AWOs and potential AWOs, form the Change Initiation status to the Notice to proceed status.

Assist the Senior Project Manager in tracking and analyzing all costs associated with AWOs throughout the Project Management Procedure and calculating costs into the overall budget of approximately $828M.

Track and analyze all costs associated with Transit Authority Labor Account, CPM and Non-CPM Engineering Force Account (Design and Construction), and AECOM’s monthly burn rate.

Spearhead the monthly budget issues meeting informing senior management of schedule or time delays due to design errors, equipment issues, insufficient transit labor or engineering force account that might impact the Estimate at Completion.

The Fund for Public Health (FPHNYC), New York, NY November 2021 – December 2022

Senior Financial Analyst

Report and provide fiscal oversight through supporting a portfolio of federal and non-Federal grants which includes providing ongoing management and preparation of financial grant reporting and analysis in collaboration with Grant Managers. Also, assist the Development team in preparation of budgets for new grant proposals.

Assist in the financial operations of FPHNYC including support of audits, accounts payable, accounts receivable and other areas as needed.

Track and analyze contract spending by specific funding category

Analyze encumbrance report and work with appropriate grant manager to modify and/or liquidate balances at end of grant year.

Analyze general ledger to identify unallowable costs charged to grant and process correcting entries accordingly.

Review and approve grant specific expenses and purchase orders in the internal purchase order system (Microix)

In collaboration with Grant Manager prepare all interim and final financial reports and submit in formats as required by grant agreements

Radin Consulting Inc, New York, NY December 2019 - January 2021

Consultant/Budget Analyst

Engaged by HNTB Corp., an infrastructure design firm, to support Project Management and Construction Management (PM/CM) team’s semi-annual update to the Master Plan for client Metro North’s Grand Central Terminal Train Shed Rehabilitation Project (GCTTS). Collaborated on formulation of Master Program Cost Estimate, managed budgets for each milestone, revised Scopes of Work to reflect change orders, and coordinated communication with relevant stakeholders, as well as at biweekly and weekly team meetings. Conducted comparative analysis of program changes effect on Metro North’s original Capital Program Budget.

Summarized project’s financial status versus updated MNR 2020 - 2024 Capital Program Budget ($2.1B), projected expenditures for design and construction of Priority Repair No. 6, and design fee for Sector 1 and 2 roof replacement.

Completed update and edited final GCTTS Master Plan document.

AECOM, New York, NY March 2016 - November 2019

Senior Staff Analyst, Budget & Finance, Metropolitan Transportation Authority Capital Construction, East Side Access

Assigned by AECOM, a multinational engineering company, to Metropolitan Transportation Authority’s $10.2B East Side Access (ESA) project. Monitored budgets, tracked variances, conducted financial analysis, and maintained databases. Contributed forecasts and contract packages to Capital Plan Amendment procedure. in addition to assistance with grant management for multi-funded contracts, Budget Modifications and Funding Requests, and Capital Program Willingness to Assume Risks (WAR) Certificate process. Modified contract budgets from initial Intent to Advertise RFP issuance to close of contracts. Reconciled budget gaps on ongoing basis, identified any key issues, and devised intervention and risk mitigation strategies.

Analysis of leased properties informed senior leadership’s decision to consolidate sites, reducing expenses.

Mount Sinai Medical Center, New York, NY July 2012 - March 2016

Budget Analyst, Nursing Operations

Analyzed Nursing department’s $250M budget, coordinating among Nursing, Administration, and Central Finance departments on scheduled and ad hoc reporting, annual budget preparation process, and compliance with Mount Sinai’s procedures. Calculated monthly nursing costs and vacancy savings as component of Nursing’s position control budgetary forecast. Reviewed budget revision requests, monthly actual versus budgeted and salary versus non-salary expenditures, and operational performance. Identified and investigated emerging trends at business unit level.

Composed weekly and monthly operational reports, as well as end-of-month accounting details. Oversaw Nursing Operations Coordinator to maintain databases and support Nursing leadership.

Instructed Nurse Managers on budget preparation in annual technical workshops.

Analysis resulted in establishment of separate Nursing Assistant unit to track their more efficient use and ratio to RN’s per shift, greatly reducing overall Nursing Assistant utilization costs.

Local Initiatives Support Corp, New York, NY July 2010 - September 2011

Finance Program Officer, Finance Management

Maintained budgets totaling $50M for 30 local sites and 15 national and special programs of non-profit community development financial institution. Evaluated annual spending plans, projected receivables, and accounted for cash flows. Authored impact statements and proposed needed corrective actions. Communicated organization-wide on fiscal management issues, reconciliations, expense reclassifications, and operational account balances. Revised budget templates for more than 70 local and national cost centers.

Cash flow analysis identified LISC sites running risk of negative cash balance, allowing proper mitigation.

Detailed tracking of expenses and loan activity enhanced allocation of resources and stimulated new cost-saving initiatives.

Previous Experience

Budget Analyst, Public Affairs and Communications, EmblemHealth Services, New York, NY

Coordinating Manager/Analyst, Finance Administration, Affiliations Contract Services, Bellevue Hospital Center,

New York, NY

Program Manager, Neighborhood Development Division, New York City Department of Small Business Services,

New York, NY

Project Manager, Business Development, The New York City Economic Development Corporation, New York, NY

Associate Researcher, Kroll Associates, New Yorker, NY

Education

Master of Science in Urban Policy Analysis and Management

The New School, Milano School of International Affairs, Management and Urban Policy, New York, NY

Bachelor of Arts in Africana Studies

Cornell University, Ithaca, NY

Credentials

Business Project Management Certification, New York University, New York, NY.

Proficiencies

Microsoft Office Suite Outlook Access SharePoint MS Teams Visio Project Sage Intacct, MIP and Abila PeopleSoft Financial and Budget Software MTACC - Integrated Management Payment and Account Tracking (MTA IMPACT System, Oracle Primavera Unifier and PeopleSoft LISC Grant Tracking EZ Report Fundware Non-Profit Accounting AtStaff ClairVia Scheduling Software Crystal Reports Blue Beam Revu LexisNexis

Volunteer Experience

Co-Team Manager, West Side Soccer League, September 2022 - Present

Financial Secretary, Empire State of Moms, September 2022 - present

Financial Secretary, Top Ladies of Distinction, Sugar Hill Manhattan Pearls Chapter, September 2022 - Present

Co-Treasurer, The School at Columbia University Parents Association Board, 2022 - Present

Intermediate Division Representative, The School at Columbia University Parents Association Board, 2020 - 2022

Member, Cornell Black Alumni Association, 2009 - 2020.

Grant Advisory Committee Team Member, New York Women’s Foundation, New York, NY, 2010.

Volunteer, Cornell Alumni Admissions Ambassador Network, 2009 - 2010.

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