Financial Systems Services
Resume:
Opal T. Lindsey
****.*******@*****.***
Frisco, Texas (Dallas Metroplex)
Remote
Experienced Financial Services Principal with 20+ years in financial modeling, budget management, and financial systems. Demonstrated success in driving profitability and enhancing financial processes through precise budget planning, forecasting, and meticulous cost optimization. Adept at managing remote teams and delivering actionable insights that influence executive decisions while contributing to the financial success of dynamic organizations. KEY STRENGTHS
v Financial Systems
(Implementation/ Management/Deployment)
v Financial Analysis & Reporting
(Recurring/Ad-Hoc)
v Corporate Financial Compliance
(SOX Regulatory/External Audit Assistance)
v Business Case Development v Risk Management and Mitigation v Advanced Excel & Data Visualization v Budgeting & Forecasting (SAP/ERP) v Cross-functional Team Leadership v Stakeholder Communication/Reporting SOFTWARE PROFICIENCY
• DATA VISUALIZATION
– Tableau, Alteryx, PowerBI
• FINANCIAL PERFORMANCE SYSTEMS (SAP/ERP)
– Oracle (JD Edwards PeopleSoft, Primavera), Deltek Costpoint (Cogns), Solomon
PROFESSIONAL EXPERIENCE
Pipeline and Hazardous Material Safety Administration January 2022 – September 2023 SENIOR CPIC ANALYST (IT Portfolio & Investment Analyst) Washington, D.C. Financial Systems Management
Coordinated trend analysis for Cost Pools and IT Towers expenditure reporting Provided guidance to the CPIC community of IT portfolio management best practices’ and related Technology Business Management (TBM) capital planning business processes Provided technical expertise and guidance for senior management to improve PHMSAs cost transparency and IT planning Coordinated software, travel, and training funding with the Budget team for deobligations/reobligations of Federal funding Verified contract modifications within the financial system to ensure effective collaboration and alignment Responded to internal/external data calls for IT business and stakeholders Reviewed and validated of Purchase Requests
Financial Reporting
Developed SOPs and other documentation to train and assist end users with Federal TBM requirements for the Department of Transportation
Provided IT capital planning, reporting and portfolio management analysis to the Office of the Chief Information Officer (OCIO) Maintained profit and loss information, operating plans, budget planning documents, and vacancies to accommodate for TBM centric model interpretation
Recorded cost, schedule, and performance requirements for federal IT investments (annual, biannual, quarterly, and monthly) Provide timely financial data reporting, analysis, and communication to division chief and to all project sponsors of IT business results to drive effective solutions
General Services Administration January 2020 – December 2020 SENIOR CPIC ANALYST (IT Portfolio & Investment Analyst) Washington, D.C. Financial Systems Management
Analyzed business, functional and technical requirements to develop financial reporting structures Managed shared service environment financial data for all major GSA investments Identified, recommended, and implemented opportunities for service delivery improvement and new technology implementation/migration
Supported project management office regarding the management, planning, implementation, and all phases of the capital planning and strategic planning processes
Improved processes by reengineering methodologies and principles for process modernization Developed modern business methods, identifying best practices, and creating and assessing performance measurements Financial Reporting
Provided IT capital planning, reporting and portfolio management analysis to the Office of the Chief Information Officer (OCIO) Recorded cost, schedule, and performance requirements for federal IT investments (annual, biannual, quarterly, and monthly) Supported the CIO organizations in accomplishing the development, preparation, submission and justification of the Agency’s IT budget exhibits including annual and monthly updates to the Federal IT Dashboard Reviewed annual OMB IT Capital Planning Guidance to ensure compliance with applicable statutes, regulations and policy Provided guidance to the CPIC community of practice regarding IT portfolio management and related capital planning business processes including Technology Business Management (TBM) Interfaced directly with Federal clients, and project and program managers across the Agency to familiarize with the current portfolio of IT projects and operations and make recommendations for improvement Supported governance of the organization’s IT portfolio including support of the monthly CIO evaluation ratings. Designed data collection and data management strategies that minimize administrative burden to ensure data integrity and quality Conducted portfolio monitoring analyses that enable leadership to make data-driven decisions Developed customized portfolio management artifacts, templates, and analytical tools to determine the status of the IT portfolio and mature IT portfolio management processes
Collaborate with budget team to resolve Earned Value Management variances Developed and presented value proposition assessments for each Portfolio (investment, program, or resource) used; must determine the organization’s mission as well as how it supports the outcomes/products of the portfolio in which it resides Blue Cross Blue Shield Association January 2016 – May 2019 FINANCIAL OFFICER Washington, D.C.
Financial Systems Management
Managed successful implementation of financial software bundle (PeopleSoft 9.2, PeopleTools, In-House) upgrades Ensured deliverables were achieved throughout project lifecycle to guarantee successful project completion Conducted ongoing assessment of organizational needs, to identify business/user requirements Recommended future enhancements in support of process improvement initiatives Validated historical server data
Authored internal training manuals and managed training initiative for Plans and System Administrator enhanced financial modules (PeopleSoft 9.2 (GL, AP/AR, AM, CA, CMS, HCM, FMS, PO)) Ensured data integrity and internal controls throughout production/UAT test environments Maintain end-user access of four distinct mainframes including conducting annual user verification Financial Management
Prepared, provided, coordinated financial reporting for budgetary financial plans Planned, formulated, justified operational budgets (annual, biannual, quarterly, and monthly) Provided compliance and regulatory guidance on use of funds to 59 Blue Cross Blue Shield Plans Collaborated with external auditors in support of SOX annual audits Financial Reporting
Managed implementation of corporate reporting tool (Oracle PeopleSoft and TABLEAU) and coordinate all financial reporting activities
Created and developed successful forecasts and budgets through financial analysis Maintained budgetary reporting for projects tailored for senior-level management (CFO, CEO and Board of Directors) Analyzed and reconciled key balance sheet accounts monthly, ensuring appropriate controls, utilizing financial pivot tables, as well as expenditure reports
DirecTV June 2013 – November 2014
FINANCIAL COORDINATOR El Segundo, CA
Financial Management
Oversaw the fiscal oversight of $7 Million annual budget, driving cost efficiency through zero-based budget exercises Streamlined procurement processes by ensuring timely reconciliation of purchase orders Documented and audited financial transactions, recommended financial actions using various data mining techniques Financial Reporting
Prepared all financial reports by collecting, analyzing, and summarizing account information and trends Presented financial insights to senior management, driving strategic decisions Washington Metropolitan Area Transit Authority October 2006 - December 2012 SENIOR FINANCIAL ANALYST Washington, D.C.
Financial Systems Management
Provided financial systems/data management support for Office of Management & Budget Services (OMBS) in conjunction with established financial management guidelines, regulations and policies Lead Analyst to supervise, plan, and conduct analysis intended for system development initiatives Documented, tested (system and user) financial system functions to preserve PeopleSoft data (data conversions and other key processes) during system acquisitions to ensure proper interface Supported enterprise and payroll/accounting systems to optimize effectiveness in support of WMATA’s cost allocation strategies Provided functional direction to project leaders utilizing systems that directly supported OMBS Coordinated IT support for PeopleSoft modules (GL, AR/AP, AM) that feed financial and payroll systems Validated OMBS historical server data
Financial Management
Managed, (developed documentation and trained end users) as well as provided fiscal oversight of $4 billion annual budgeting and planning process (Operating and Capital)
Established/created ad-hoc/monthly financial reports to measure and analyze financial and operational information Designed complex Excel-based financial models adopted as WMATA’s standard. Prepared analysis to respond to Executive Members and jurisdictional questions and concerns Analyzed $189 million budget shortfall, adhering to WMATA’s operating established guidelines and thresholds Provided monthly forecast updates based upon team meetings/discussions utilizing trends, and actuals to present justification for or against current and/or future business strategies Traveled to various transit agencies, pioneered the Authority’s first ever Bench-Marking exercise of over fifty key performance indicators, interpreted/analyzed 5 years worth of data to compare KPI’s never examined in the Transit industry Managed WMATA PeopleSoft budget trees (cost centers, offices and departments) Identified ($4 million) cost savings for the Office of Management and Budget Services within WMATA Managed and developed Workman’s Compensation/Third Party Liability budget ($35 Million) Trainings/Certificates/Awards
Washington Metropolitan Area Transit Authority
Contracting Officer’s Technical Representative Training Oracle University PeopleSoft Trainings
PeopleSoft (FMS/SCM) General Ledger
PeopleSoft (FMS/SCM) Query Reporting
Tableau Global Services
Tableau Desktop I: (Fundamentals)
Tableau Desktop II: (Intermediate)
General Assembly
Data Analytics Certificate
Blue Cross Blue Shield Association
President’s Award
EDUCATION
Louisiana Tech University American University Management Concepts Bachelor’s of Science, Business
Administration
Master of Business Administration (pending) Federal Financial Management
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