Financial Analyst
Resume:
JOSEPH SYLVESTER KELLY IV
************@*****.***
Education
M.S. Management Information Systems, 2004
B.S. Business Administration, 1999
Certifications
Master Certificate for Chief Information Officer, 2004
Skills/Training
Data Entry
Microsoft Office 2020
Microsoft Sharepoint
Microsoft Teams
Zoom
Adobe Connect
Visio
Visual Studio
VMWare
Adobe Connect
Visual Basic
PRISM
REGIS (Admin)
ProjecTrak
VPN Client
Citrix Metaframe
Robohelp 5
Remedy Ticket Management System
BMC Remedy Smart Reporting
ECS Reporting
SQL
Training
Sharepoint 2013: Building Web Pages
Sharepoint 2013: Working with Document Libraries
Sharepoint 2013: Configuring Pages, Sites and Content
SharePoint 2013: Using and Configuring Search
SharePoint 2013: Working with Team Sites
Records Management 101
PRISM Requisitioner
Clearance
N/A
Experience
20+ years
SUMMARY
15+ Years of database analysis and customer support in an IT environment
Demonstrated ability in SQL, PL/SQL
Demonstrated ability to communicate effectively with clients at all levels of technical competency
Performs complex analysis and reporting
Experience working with budget/finance systems and related staff process
REGIS Administrator
PROFESSIONAL EXPERIENCE
Crown Consulting, Arlington, VA
Senior Financial Analyst, July 2021 – June 2024
Provide business planning, budget formulation and execution activities for government appropriations for ATO service units
Provide financial tracking, reconciliation, management, and reporting of ATO service units
Provide financial analysis of obligations and expenditures including trends and forecasting to assist ATO service units with current requirement balancing and future requirement development
Provide contract tracking, management and reporting for ATO service units
Provide support in the development of all financial reporting including but not limited to weekly budget data, resource management reviews, ad hoc reports and analysis
Provide support in development and updates of team KSN and ATO service units Year-End Closeout sites and individual team sites. Coordinate information updates with ATO service units Website
Supports Team with retrieval of data for analysis and development
Provide ad hoc support for other financial analysis, reporting, presentations, and updating of desk manuals and SOPs
Provide daily status report for AJR
Create requisitions in PRISM as needed
Changeis, Arlington, VA
Senior Financial Analyst, May 2021 – July 2021
Provide reports and white papers based on analyses to support decision making and management briefings.
Develop and present briefings when directed by the COR and provide recommendations in support of organization development.
Refined and implement strategic direction geared toward continuous improvement and evolution of operations,
Developed strategic communications.
Make recommendations on funding requests.
Communication strategy, employee engagement, organizational learning, strategic planning, organizational design, organizational assessment, workload & staffing assignments, organizational expertise on skill assessments, staff or position core competencies.
Support change management efforts and provide recommendations.
Support business process reengineering (BPR) to include developing requirements, as well as technical and reporting solutions for related programs and data.
Marieke Consulting, Inc., Arlington, VA
Senior II Business/Financial/Management Analyst, March 2006 – May 2021
Performs as business systems analyst supporting REGIS, a financial management application used by over 2000 users throughout the Federal Aviation Administration (FAA).
Maintains a thorough understanding of the business application functions, as well as the FAA organizational financial processes and workflows that are supported by the system.
Collects requirements, performs systems analysis, participates in design, performs testing, conducts user training, and provides implementation-assistance for development, enhancement, and production systems.
Supports the development of pre-formatted and ad hoc financial reports, including compliance reports; supports users in the analysis of financial reports.
Develops and presents detailed database and software application requirements, technical specifications, process flows, status reports, training materials, and user support documentation.
Builds and maintains SQL scripts and detailed queries for data analysis and extraction; runs daily maintenance scripts in SQL.
Supports the maintenance of data library, including organizational hierarchy and program name matching.
Supports data accuracy and integrity, applying in depth understanding of data interfaces and the relationships of various data sources.
Organizes and maintains content for the program website hosted in the FAA.GOV domain.
Updates and maintains the help files and user documents for the REGIS application.
Provides substantive support to system testing and user acceptance testing, including the development of test plans and procedures.
Process and filter large data files from multiple sources to produce meaningful summaries
Collaborate with client leadership to create metrics to drive workflow success
Performs as training coordinator for all REGIS training conducted in the Washington, DC area.
Work with non-technical client counterparts to understand system enhancement requests and effectively communicate requirements to developers for integration into production environment
Presents detailed user training for beginner and advanced users of REGIS, including the development of training presentation and support materials.
Provides Tier 2 Help Desk support and user support, assisting users with effective utilization of the systems and responding to problems and questions.
Queue Manager for REGIS in the incident management system Remedy.
Use BMC Remedy Smart Reporting to run incident reports
Comter Systems, Washington, DC
PeopleSoft QA Tester, January 2006 – March 2006
Performed as QA Tester for PeopleSoft implementation within the U.S. Department of State.
Developed and reviewed test plans, procedures, scripts and results documentation for PeopleSoft.
Wrote and executed database Queries in Toad, as well as the PeopleSoft Query Tool.
Assisted in reviewing database and application requirements and technical specifications.
Provided managers with documentation of test results and status reports.
Analyzed test results to ensure existing functionality and recommend corrective actions for usability
Performed troubleshooting of software testing issues and provide guidance to developers.
Shared testing methods with project team.
CEXEC, Washington, DC
Systems Analyst/Assistant Helpdesk Manager, February 2005 – January 2006
Performed as Systems Analyst and Assistant Helpdesk Manager in support of PRISM, the Financial Management Service's contract writing system; the on-line interface with Oracle Financials, FAA's finance system; and external electronic commerce systems.
Responsible for providing ongoing functional support and training on PRISM, and other electronic commerce systems.
Performed PRISM system administration duties, tests PRISM and the on-line interface with Oracle, and documents test results, procedures, and user problems.
Part of a Help Desk team that provided customized assistance to FAA employees in accomplishing their procurement workload using these various systems over the telephone and in person.
Performed informal one-on-one training and formal classroom training to new users
Managed the technical documentation for the helpdesk.
George Washington University, Washington, DC
SEAP Business Analyst, July 1999 – February 2005
Performed analysis of student demographic data,
Performed analysis and support of payroll and student funding data.
Performed troubleshooting, updating, and maintaining databases.
Assisted in designing databases for inputting student records.
Compiled and maintained databases containing financial records for over 1200 students.
Extracted data from web-based data collection systems.
Developed and applied expert knowledge of Microsoft Access in developing and maintaining databases.
Assisted with the planning, creation and distribution of student and coordinator events.
Provided administrative support to the Program Director.
Served as a liaison between students and coordinators.
Performed tasks such as creating correspondences, and committee minutes.
Responsible for the implementation of all office needs, supplies, and functions.
Provided technical demographics for proposals.
Redesigned and restructured programs for the university.
Prepared correspondences, document invoices, including materials for payment of students.
Supervised, managed and trained 15 temporary and new employees.
Select Staffing Services, Washington, DC
Administrative Assistant, July 1997 – July 1999
Provided administrative and support services to a number of different firms. Frequently referred to new businesses by previous clients.
Answered multi-line phone calls, handled sensitive documents, and generated documents using different applications and software, including Microsoft Excel, Access, and Word.
Maintained in-office calendar and training calendar, keeping track of schedules/appointments.
Created and reconfigured client databases.
EDUCATION
Bachelor of Science in Business Administration, Marketing, University of Maryland Eastern Shore, May 1999
Masters of Science in Information Systems Technology, Management Information Systems, George Washington University, May 2004
Master Certificate for Chief Information Officer, Knowledge Management, The CIO University, May 2004
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