Financial Analyst Ii

Professional Experience

Budget Analyst II supporting AvMC-CCDC, Canvas Inc. March 2023 - Present

Research, Analyze, and assess budget data and manpower/personnel data.

Coordinate activities/initiatives and their potential impacts on budget preparation and execution.

Perform analysis in Standard Operations and Maintenance Army Research and Development System (SOMARDS), Aviation and Missile Research, Development, and Engineering Center (AMRDEC) Integrated Center Information System (AICIS), General Fund Enterprise Business System (GFEBS) and other data bases as needed to analyze execution data.

Identify account issues such as over-commitments, over-obligations, disbursement, over-disbursements, unliquidated obligation, unobligated contracts, out of balance records and fund balances.

Identify disconnects between Business Intelligence (BI), Enterprise Central Component (ECC) and AICIS.

Gather, review, and analyze manpower and financial data and provide analysis to resource management personnel for use in responding to Research, Development, Test and Evaluation (RDTE) mission, customer and other taskers and review.

Review Data to assist in the accuracy of financial management data.

Pull reports and provide analysis to resource management personnel to assist in the review of the financial data.

Duties include researching contracts, detailed negative unliquidated obligations (NULOs) and unliquidated obligations (ULOs) using various methods and databases.

Semi-Retired December 2020 – March 2023

Sr. Financial Analyst supporting RCCTO/AHPO, PeopleTec, Inc. July 2020 - December 2020

Pulled Status of Funds (SOF) from GFEBS and reconcile to checkbook, obligations and expenditures for all five (5) elements. Coordinate with performers to receive cost estimates, Statement of Work (SOW), and monthly report. Analyze performer monthly reports, utilize data for internal reporting and plan funding increments.

Coordinated funding actions with performer POC’s, Technical POC’s, and Army G-8. Draft FRS and route for signatures. Coordinate Work Breakdown Structure (WBS) creation and release funding through GFEBS CJ20N. Support the COR’s by analyzing monthly contractor reports, facilitating monthly communication, and drafting contract documents as needed such as Technical Directives (TD), Request for Services Contract Approval (RSCA), and memos.

Tracked government salary expenditures. Draft and submit biweekly MTTs. Review and obtain approval of Variance requests from the Business Management Office (BMO). Facilitate financial communication and coordination between Command and customers to include drafting, coordinating, and routing assessments waivers as necessary.

Reviewed funding letters, drafting, submitting and regularly updating spend plans to customers in KMST. Updating and submitting monthly Obligations and Expenditures reports to customers. Facilitate fiscal year-end close in GFEBS to ensure 100% obligation of current funds and expiring funds. Assist in drafting financial charts, staffing agreements for Command and external reporting.

Participated in various weekly, bi-weekly, and monthly technical and financial meetings with internal/external customers and performers. Developing, coordinating, and staffing agreements such as Support Agreements (DD1144), Memorandum of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes.

Sr. Financial Analyst / Contract Closeout Specialist, Broadleaf, Inc. supporting DARPA April 2020 – July 2020

Performed contract closeout for Contracting Officer for DARPA from cradle to grave.

Updated tracker and attached missing documents.

Exceeded monthly goal of 12 closeout out documents and 6 DD 882’s.

Sr. Financial Analyst, Brainbox Intelligent Marketing supporting SAMD October 2019 – February 2020

Provided support to SAMD / Foreign Military Sales.

Reviewed funding documents for Foreign Military Sales.

Assisted in closeouts for Admin funding and Case Funding.

Updated information in SOMARDS and CISIL.

Sr. Financial Analyst, Qualis, Inc. supporting SMDC/ARSTRAT and PdM FPS December 2018 – March 2019, June 2019 – October 2019

Prepared MIPR’s in GFEBS.

Tracked funding obligations, commitments and disbursements in GFEBS.

Prepared financial reports for SMDC management.

Performed routine and recurring budget administrative duties which facilitate the conduct of more complex analysis.

Researched un-commitments, unliquidated obligations (ULO’s), disbursements and expenses in GFEBS.

Ran Ad-hoc reports for upper management.

Performed other duties as assigned.

Sr. Financial Analyst, Trident Technologies supporting LTPO Project Office July 2018 – November 2018

Researched DTS obligations and made recommendations for travel of government personnel.

Tracked funding obligations, commitments and disbursements in GFEBS for Admin and FMS funding.

Prepared financial reports for upper management.

Performed other duties as assigned.

Sr. Financial Analyst, Amyx, Inc. supporting DTRA/JIDO February 2018 - July 2018

Tracked funding execution and conducts independent analyses against programmed and budgeted levels for Operation and Maintenance and Defense Wide, Joint Improvised Explosive Device Defeat Fund (JIEDDF), Overseas Contingencies Operations (OCO), appropriations.

Reviewed, analyzed, synthesized, and consolidated budget execution data to inform senior leadership of trends, anomalies, and any other significant observations for decision-making. Integrates, consolidates, manages tasks, presents, interfaces, reviews, prepares, and/or informs JIDA Leadership and others (DoD, Congress, etc.) regarding budget execution via reports, briefings, memos, info papers, etc.

Knowledgeable in all aspects of the PPBE process in order to provide guidance and technical assistance to JIDA senior leadership. Participated in developing detailed budget execution reports, and finance documentation for JIDA leadership's awareness and information.

Conferred with other subject matter experts (cross-functional) and specialists to evaluate data and information collected form execution reports. Attends briefings and conferences to present and prepare budget execution reports.

Resolved financial/budget execution problems with many organizations involved, to present and recommend budget adjustments, and to appear as an expert witness before agency, DOD, OMB or congressional appropriations committees to testify on behalf of the Army and program budgets.

Resolved issues with contracts in closing out the contracts that still had funds to be recouped. Expert knowledge and understanding of agency, DOD, OMB, and Congressional budget execution process and practices

Sr. Financial Analyst, Galorath Federal Inc. supporting DA IPPS-A Program May 2017 – December 2017

Provided technical budget support by serving as a source of budgetary information for various appropriated and reimbursable accounts.

Provided up-to-date budgetary information through maintenance of an automated ledger and access to Standard Operation and Maintenance Army Research and Development System (SOMARDS) and the General Fund Enterprise Budgetary System (GFEBS).

Responsible for adjusting a wide variety of appropriated fund accounts to reflect the effects of budgetary transactions. Assisted in the development of annual budget submission and work with the supported units in developing the appropriate level of funding to provide sustainment of fielded and new systems.

Demonstrated a thorough knowledge of established guidelines and procedures in suggesting alternative means of obtaining and using available funds.

Determined appropriate accounting classification and appropriations to be charged by object class, fiscal year, and element of resource. Commits funds and ensures obligations are recorded in a timely manner.

Provided financial execution of program related work including Reprogramming and Realignment Requests and Military Interdepartmental Purchase Requests (MIPRs), obligation plans or phasing of obligations for submission.

Maintained multiple manual tracking systems.

Processed funding transactions through the Defense Travel System (DTS). Developed, coordinated, and tracked funding and budget activities with the PMSP Resource Management section, the Major Army Command (MACOM), and owning organizations. Utilized SOMARDS to research, maintain, update, and adjust financial data as necessary.

Prepared Programs Objectives Memorandum (POM) within a 5 year fiscal period. Prepared Budget Estimate Submission (BES) interfacing with the COR.

Completed monthly status reports. Wrote and delivered performance related documentations such as annual reviews, disciplinary and corrective actions as necessary.

Knowledgeable in all aspects of the PPBE process in order to provide guidance and technical assistance to JIDA senior leadership. Participated in developing detailed budget execution reports, and finance documentation for JIDA leadership's awareness and information.

Conferred with other subject matter experts (cross-functional) and specialists to evaluate data and information collected form execution reports. Attends briefings and conferences to present and prepare budget execution reports.

Resolved financial/budget execution problems with many organizations involved, to present and recommend budget adjustments, and to appear as an expert witness before agency, DOD, OMB or congressional appropriations committees to testify on behalf of the Army and program budgets.

Resolved issues with contracts in closing out the contracts that still had funds to be recouped. Expert knowledge and understanding of agency, DOD, OMB, and Congressional budget execution process and practices.

Sr. Consultant / Financial Analyst, Teracore, Inc. supporting DHS, Technology Directorate January 2016 – April 2017

Supported Department of Homeland Security S&T Division.

Performed contract close-outs and Outgoing Inter/Intra Agency Agreements with vendors such as NIST, DOE and internal for no-year, two (2) year, three (3) year and construction agreements from cradle to grave.

Worked closely with the Project Manager in developing a solid statement of work (SOW), IGCE), BPAD, D&F.

Market Research Memo to align correctly with the Acquisition Baseline structure of a contract and to accurately describe the bona fide need for the IAA.

Developed strong relationships with DHS Senior Personnel, Stakeholders and outside vendors to complete critical deadlines. Provided information for the data calls that came into the Branch Chief and worked closely with government staff in resolving issues.

Assured adequacy of internal controls throughout the acquisition process. Assisted in resolving any billing (IPAC) and/or collecting discrepancies between S&T and Reimbursable customers. Worked closely with the PM’s to make sure that their SOW’s were in compliance with OMB Circular A-11 and DHS requirements.

Worked closely with Finance to correct cost transfer and journal voucher errors on billings.

Sr. Financial Analyst/ Team Lead, eSTI, Inc. supporting DoS May 2015 – October 2015

Team lead supporting State Department in Vendor Management Office.

Performed analysis and auditing from Cradle to Grave of asset management, supply chain management, invoices, travel claims, other direct charges, indirect handling charges, optional tasks, incentives, surge tasks, contract access fees, and all non-fixed price contract tasks.

Prepared monthly, quarterly, and annual financial status reports.

Supported the invoice and financial statement audit process which included working closely with client personnel to compile records, source documents, and audit trails.

Validated adjusting entries to ensure financial statements/invoices and account balance data were accurate.

Served as Project Lead in interfacing with the COR.

Sr. Consultant/Auditor, Enterprise Resource Performance, Inc. supporting DoD ERP Requirements for DA January 2015 – May 2015

Subject Matter Expert (SME) in the area of system requirements in accordance with DFAS Blue Book, FIAR, and FISCAM Controls.

Client support, creating and evaluating process documentation, design documentation, and feeder system documentation.

Conducted coordinated, and participated in weekly audit review meetings and conferences, Army SBA Weekly Audit Meetings and ERP Auditability IPA Meetings.

Evaluated test of designs (TOD) and test of operational effectiveness (TOE)against internal controls as published by GAO.

Experience with the Office of Management & Budget (OMB) Circulars, A-123, A-127, and A-130, National Institutes Standards and Technology (NIST)’s Security and System Standards, Joint Financial Management Improvement Program (JFMIP), Federal Financial Management Improvement Act (FFMIA of 1996).

Strong analytical skills with the ability to define, collect, and analyze data, establish facts, draw valid conclusions and make logical decisions.

Sr. Financial / Program Analyst, Jacobs Technology, Inc. supporting USSOCOM and PEO Soldier April 2013 – November 2014

Provided advice and make recommendations on all aspects of assigned budget responsibilities to the SOCAFRICA J8 staff and other program officials.

Reviewed, analyzed, and made recommendations on all aspects of assigned budget responsibilities to the SOCAFRICA J8 staff and other program officials.

Analyzed and evaluate the effects of program plans and budget issues. Continued to monitored expenditures in relation to planned execution levels.

Developed cost-benefit analyses of proposed budgetary and program actions and advised the SOCAFRICA J8 staff of the most advantageous courses of action.

Presented budget estimates and justifications to the SOCAFRICA J8 staff.

Developed financial analysis spreadsheets and tools for conducting ad hoc financial analysis at SOCAFRICA.

Reviewed, analyzed, and edited budget estimates and requests for allotment submitted on behalf of SOFAFRICA.

Examined, reviewed, and evaluated financial operations and transactions to recommend financial actions or methods, determined financial feasibility or financial soundness, determined regulatory compliance, or perform other financial activities related to business operations.

Updated SOCAFRICA internal obligations tracking daily to ensure program financial status is current. Monitored, reviewed, analyzed, and validated Fund Cite Authorizations (FCAs), Operational Funds (OPFUNDS), and monthly 1208 Special Mission Funds workbooks.

Continually monitored expenditures in relation to planned levels on all assigned programs. Populated the monthly status of funds report, with applicable spend plans and financial data. Prepared reports of analysis and made recommendations for remedial action.

Updated and analyzed USSOCOM Financial Tracking Systems for all appropriations and all types of funding. Maintained funds distribution and execution document control logs reflecting current status daily.

Prepared daily fiscal year end closeout reports and determined the necessary adjustments required to close out the subsidiary and general ledger accounts.

Reviewed current processes by gathering specific relevant background information (such as financial results, policies, and procedures) from the appropriate information sources.

Identified appropriate solutions and formulated sound reasonable recommendations for management’s corrective action, using appropriate criteria and cost-benefit considerations.

Developed financial budgetary and program actions and advised the SOCAFRICA J8 staff of the most advantageous courses of action. Presented budget estimates and justifications to the SOCAFRICA J8 staff.

Developed financial analysis spreadsheets and tools for conducting ad hoc financial analysis at SOCAFRICA.

Reviewed, analyzed, and edited budget estimates and requests for allotment submitted on behalf of SOFAFRICA.

Examined, reviewed, and evaluated financial operations and transactions to recommend financial actions or methods, determined financial feasibility or financial soundness, determined regulatory compliance, or perform other financial

activities related to business operations.

Updated SOCAFRICA internal obligations tracking daily to ensure program financial status is current. Monitored, reviewed, analyzed, and validated Fund Cite Authorizations (FCAs), Commitments, Obligations and Expenditures.

Budget / Financial Analyst, Lanmark Technology, Inc. supporting J8, JIEDDO July 2012 – November 2012

Under the PPBE process, applied technical knowledge in analyzing army reimbursable funds through the financial daily reconciliation of transactions.

Performed all execution of funds through commitments, obligations, and expenditures.

Ensured that all funds were within scope of the DoD Execution goals.

Maintained a high awareness of Defense and Army Financial Management policies and operating procedures as well as the information systems employed to execute financial operations.

Provided technical assistance to internal and external customers and other resource managers. Performed cyclic system balancing, researched differences and systemic problems related to the financial system within STANFINS and CCaR. Created over $28 billion in MIPRS to fund JIEDDO projects.

Performed analysis and oversight for assigned activities and accounts under the PPBE process. Researched and reconciled financial obligations, accruals and disbursements to achieve proper recording, payment and liquidation of accounting transactions.

Monitored utilization of current and prior year appropriated funds to minimize problem disbursements to prevent Anti-deficiency Act violations. Participated in year-end activity to include commitments, obligations and disbursements are fully funded. Utilized STANFINS, ODS, EDA, MOCAS and CCaR financial management systems to verify and validate financial report information.

Ensured guidelines set forth in DODFMR, DFAS 37-1, DFAS 37-100-FY and any other financial management guidance, policies and regulations were being properly followed.

Budget / Financial Analyst, Paradigm Technologies, Inc. supporting MDA September 2007 – October 2010

Strong application and knowledge of Program, Planning, Budgeting and Execution (PPBES) structure to include commitment and obligation data.

Experience with contract management analysis, interpretation and administration functions.

Dual role within Human Resources and Budget Execution group whereby administered $68 Million in Permanent Change of Station (PCS) costs; drafted and briefed monthly financial status to MDA’s senior management. Reviewed, interpreted, entered and developed recommendations/options for financial planning, budget and execution to include unobligated commitments and unliquidated obligations; provided specific knowledge and interpretation of the DOD financial processes and guidelines to include President’s Budget Directive and the POM/Budget process.

Provided support in Government Accountability Office (GAO) audit, congressional requests, and Department of Defense Inspector General (DOD IG) audits to the Missile Defense Agency (MDA) Aegis Ballistic Missile Defense (BMD) Program Office.

Reviewed unobligated and unliquidated obligations for validity and initiated internal controls to correct the discrepancies.

Budget Analyst, Department of Homeland Security / TSA September 2003 – March 2006

Served as a government civilian staff assistant/budget analyst. Assisted Senior Budget Analysts under the PPBE cycle to prepare, document and submit their budget estimates for each program in the Directorate.

Ensured that the estimates were in compliance with the POM/BES guidance and Financial Management Regulations issued by Congress.

Monitored execution and reconciliation of funds through obligations and expenditures for the programs under Border and Transportation Security directorate.

Responsible for overall financial execution and contract analyses for Contractor Performance Review.

Updated and maintained Congressional Letters log, updated Chief of Staff’s and Chief Operating Officer’s (COO) calendars, prepared time and expense reports, prepared SF52’ for all COO Directorate staff; maintained office budget of $1.2M.

Worked on program management projects with program analysts and budget analysts to ensure TSA’s policy and procedures were in compliance with SOP and Congressional budget funding; worked extensively on Crisis Management budget for FY 04.

Served as congressional liaison for Undersecretary of Border and Transportation Security. Tasked all congressional to the five BTS directorates, processed, and followed up on all overdue congressional. Liaison between DHS Legislative Affairs and the five directorates under BTS.

Promoted to Budget Analyst. Performed analysis and auditing from cradle to grave of asset management, supply chain management, invoices, travel claims, other direct charges, indirect handling charges, optional tasks, incentives, surge tasks, contract access fees and all non-fixed-price contract tasks.

Prepared monthly, quarterly, and annual financial status reports. Assisted in preparing program financial statements, footnotes and supporting documentation, including the Program Management Discussion & Analysis (MD&A), in accordance with Office of Management and Budget / OMB Bulletins 06-03 and OMB Circular A-136, as well as other agency standards and instructions.

Supported the invoice and financial statement audit process, which includes working closely with client personnel to compile records, source documents, and audit trails and prepare audit support documentation. Ensured compliance with current financial management and accounting requirements.

Provided financial and accounting data call information to customers. Validated adjusting entries to ensure financial statements/invoices and account balance data are accurate. Worked closely with Finance on JV errors, Direct and Reimbursables.

Coordinated with program elements and assist client in maintaining and updating plans for testing of internal controls over financial reporting in accordance with the GAO Financial Audit Manual (FAM) and client guidance.

Assisted client to coordinate program elements to perform testing of internal controls in accordance with the IRM test program.

Provided assistance to document, analyze and evaluate all test results to determine effectiveness of controls in all assertion areas.

Maintained required documentation of testing performed and results obtained. Developed Corrective Action Plans (CAPs) to address material weaknesses identified through control assessments and testing.

Designed, developed, implemented, and maintained an automated database system to track and provide status update on correction of audit findings and recommendations as required for compliance with the requirements of OMB Circular A-50, “Audit Follow-up”.

Assisted engineering and technical studies/tasks as directed by the CO. Prepared documents, listings, tables, briefings and worksheets using MS Office (Word, Excel, Access, and PowerPoint) applications. Served as the Project Lead in interfacing with the CO.

Completed monthly status reports. Wrote and delivered performance related documentations such as annual reviews, disciplinary and corrective actions as necessary.

Assistant Program Manager, Leon Snead and Company supporting TSA September 2002 – September 2003

Responsible for budget analysis and contract administration/financial reconciliation for Transportation Security Administration (TSA) Cost Reimbursement Program for local/state law enforcement agencies in their support role at passenger screening checkpoints at 436 airports.

Supervised six employees who prepared purchase requests, purchase orders, and Standard Form 30’s (SF30’s) which are modifications to the contracts which provided funding and funding guidance to the airports; oversaw the day-to-day contract administration of the Law Enforcement Officer’s (LEO) program to make sure that the program was in compliance with TSA’s rules and regulations.

Routinely interacted with numerous agency officials within TSA to coordinate actions in furtherance of the TSA mission.

Education and Training

July 2003 – September 2006 - A.S in General Studies / NVCC / Annandale, VA

September 2007 – December 2010 - Bachelors of Science, Criminal Justice / Everest University / Tampa FL

Ongoing Education –

oFinancial Management Certificate - Level 2 DAWIA / DAU University

oContract Certificate - Level 1 DAWIA / DAU University

oAcquisition Certificate - Level 1 DAWIA / DAU University

Other Information

Secret Clearance – adjudicated in 2023

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