Apopka, FL *****
Summary of Qualifications
Financial/Budget Analyst professional experienced in accounts payable/receivable, private business and government contracting sector for the U.S Department of Defense-PEO-STRI, U.S Air Force Customer and telecommunications companies. Experienced in comprehensive financial analysis within the financial management and planning environment. Earned Value Management measuring project performance and processes throughout the Life Cycle Management Contract Award. Planning and coordination of funds availability allocated to specific projects. Estimate at Completion (EAC) Project Cost Prediction. Excellent communication and presentation skills.
MBA - Business Administration, University of Phoenix, Orlando, FL - 2007 GPA 3.9
BS Management - UCF/University of Phoenix, Orlando, FL - 2004 GPA 4.0 (Nat’l Dean’s List)
Associates of Arts Degree - Valencia Community College, Orlando, FL - 1998
Active SECRET Security Clearance
Tax Prep Coursework
Lean Six Sigma
Excel 2007 Level 3
Microsoft Office Suite (Excel, Word, Power Point)
Power Bi System
DTS (Defense Travel Systems)
PMCS (Project Management Control System)
PeopleSoft, Oracle, Deltek, Costpoint, ACSS, Life Cycle Management
Advent Health Corporate Finance (Revenue Cycle) - Maitland, FL
Business Intelligence Analyst - Strategic Finance: (40hrs) - Jan 2019-Present
Analyze, produce and compile routine and specific reports of past, present and future statistics/trends for the benefit of management and clients/customers & operating decision making. Interact with Senior Financial Officers, Revenue Cycle Directors. Performs internal audit of cash flow from all different hospital locations which equates to approximately over $1.8 billion dollars daily. Research, collect data, skillfully organize and present the analysis of funds received to Directors, Pharmacy & hospital management team in written, graphics and oral format. Adhere to Advent Health’s Corporate Compliance Plan and ability to work in a fast-pace dynamic environment. Provide daily/weekly/monthly data and analysis. Travel to various locations for conferences and dashboard presentations for measurements and trends of income produced based on internal and external factors. Estimate at Completion (EAC) Project Cost Prediction. Process reports on several systems indicated above while ensuring 100% accuracy.
Deliverance of Power Point Presentation to upper level executives and hospital Directors on revenue trends, cost savings methods and variance between hospital locations.
Verizon Corporate Finance-Lake Mary, FL
Senior Financial Analyst-Cost Assurance (Internal Promotion): (40hrs) Jan 2017 to Jan 2019
Perform detailed analysis and ad-hoc reporting for daily operations. Reconcile payments to contract terms/rates and transactional data. Provide daily/weekly/monthly data and analysis. Develop and update documentation on content settlement processes, post on Verizon website and share with fellow teammates in staff meeting. Provide financial management and analysis support on content to Acquisition team, Finance, and Accounting vendors. Manage transactional data to ensure that information flows through to billing. Identifies key issues and patterns from partial or conflicting through problem solving and analytical thinking. Perform monthly audits on payments, reconciliations, accruals, correct and provide noncompliance analysis to managers. Submit Accounts Payable batches each week to Director level for approval and payments up to an in excess of $300 million dollars payable to vendors. Initiate new directives and communicate to management on certain processes to save unnecessary release or overpayment to external vendors. Training new associates on settlement processes, internal audits and AP uploads. Verizon offered Forty Thousand employees a benefits package which I selected since out departments roles were being automated. Adjust and relate compliance problems if detected.
Verizon Corporate Finance-Lake Mary, FL
Financial Analyst - Commissions: (40hrs) - Jan 2014 to Jan 2017
Run queries to identify cell phone trends and process commission payout for the Verizon West US areas. Analyze detailed trends to compare market sales and particular product brands. Maintain specific area promotions for a particular device via billing and VZ internal systems. . Verification of clients Income Tax Audit data for accuracy and within industry compliance standards. Provide daily/weekly/monthly data and analysis. Resolve all payment discrepancies; approximately over four thousand a month. Design appropriate resolution for all client related commissions payment issues and attend weekly meetings for process improvement. Participate in other activities within the department to ensure others are capable and up to date regarding new processes. Complete quarterly audits and update Desk Top Procedures. Train new associates on daily work requests.
SPARTA/Cobham Analytic Solutions - El Segundo, CA
Financial/Budget Analyst - (40hrs) - Feb 2010 to Oct 2013 (Relocation)
Responsible for budget and program analysis of several projects (Firm-fixed, Time & Material and SETA Support Contracts). Examine governmental entities (such as The National Guard) to ensure agencies develop balanced measures and abides by financial accounting & tax law practices. Verification of clients Income Tax Audit data for accuracy and within industry compliance standards. Provide daily/weekly/monthly data and analysis. Ability to work with cross functional site teams.
Provided support to program management and customers at United States Department of Defense Air Force Base, Los Angeles Division. Performed various aspects of budgeting and finance including submission of monthly Life Cycle Management report and quarterly Estimate at Completion (EACs & ETCs). Process Purchase Orders, Order inventory, Manage Front Office. Earned Value Management measuring project performance and processes throughout the Life Cycle Management Contract Award. Developed and maintained spreadsheets to track contract cost information; provided weekly summaries of current project costs and funding status to program managers, monitor performance report to make sure contract costs and schedule objectives are within guidelines. Process discrepancies and make necessary adjustments, daily inputs and outputs. Provide weekly invoice cost breakdown to division and program manager. Offer client support daily in all aspect to subcontractor and contract administrator. ($35M Project/Budget). Adjust and relate compliance problems if detected.
General Dynamics Information Technology - Orlando, FL.
Travel Reimbursement Analyst – Internal Promotion (40hrs) - Jun 2004 to Dec 2009
Executed accurate and detailed financial records in compliance with Department of Defense budget reimbursable guidelines while supporting War Fighter FOCUS and the National Guard efforts.
Performed in depth analysis of domestic or overseas (CONUS and OCONUS) travel vouchers.
Assembled financial data and presented discrepancies to management at various work sites; resulting in effective expedition of payments in finance contracts & billing environment. Provided and assisted with information needed for month end/year end closing. Examine governmental entities to ensure agencies develop balanced measures and abides by financial accounting & tax law practices. Processed budgeting expenses related to DOD travel, Government Travel Charge Card (GTCC), and financial statements via Cost Point, Deltek systems and the Defense travel systems (DTS). Ability to work with cross functional site teams. Administered daily function of web-based applications, e-forms, timesheet processing, payment schedules and travel vouchers. Trained employees on conversion from manual to automated process via the Deltek operating system.
Department of Defense Program Executive Office of Simulation & Training Business Office (PEOSTRI) in Orlando, FL.
Office Manager/Administrative Assistant - (40hrs) - Jun 2004 to Dec 2009
Comply with time critical deadlines on specific projects, order office supplies, coordinated conferences, and provided adequate telephone coverage, attended weekly management meetings. Weekly execution of government employee time sheets via web-based entry. Resolve errors with timesheets & reports, audit control and process adjustments. Offered support in the facilitation of the Program Management Review (PMR) in Fort Wainwright, AK and Fort Huachuca, AZ. Ability to work with cross functional site teams. Prepared and distributed Power Point agendas, coordinated travel and transportation accommodations for local and overseas attendees. Tracked and maintained usage of Government Travel Charge Card (GTCC) and processed all CONUS and OCONUS travel orders for employees and site leads. Work with Program Managers and Budget Analyst to provide accurate detailed reports during monthly/quarterly meetings.
Hewitt Associates-Orlando, FL.
Benefits/Pension Administrator Lead Auditor- (40hrs) - Nov 1998 to May 2004
Worked for over four years as a Project Lead Retirement Pension Administrator for employee benefits outsourcing group in Orlando, FL. Advanced rapidly after displaying exceptional performance rating, issue resolutions rate & decision making. Overall financial management of various Wachovia/First Union Bank Corporate Executive Accounts. Knowledge & Practice of Medical/Dental/Vision; Life, AD&D, Disability Insurance; 401k coverage. Monthly financial audit to ensure 401K funds were transferred accordingly.
Administered bank employee 401k portfolio and allocation of daily fund transfer upon close of stock market and enroll customers into specified insurance benefits. Verification of clients Income Tax Audit data for accuracy and within industry compliance standards. Discuss and brief new clients on implementation of financial concepts regarding their investment. Adjust and relate compliance problems if detected.
Dedicated facilitator/ trainer for new associates utilizing People Soft, Oracle system, and Power Point presentations.