Project Control Professional
Resume:
Kriti Joshi
Contact: 571-***-**** e-mail: ***********@*****.***
EXECUTIVE SUMMARY
An Earned Value Management Program Finance professional with over 11 years of experience working on a comprehensive portfolio of Government and Commercial contracts of various type, size, and values. My historical contract portfolio includes supporting one of the largest contracts ever awarded by the Department of State ($3 Billion GSA program) at CGI. Previously managed audit risk for EYs potential audit clients and existing audit clients filling for IPO. Most recent work at LMI consulting managing their largest, most complex CPAF contract for Department of Homeland Security-CBP. My experience of successfully managing high-volume, high visibility contracts from the cradle-to-the grave validates a skillset that is at par with the top program finance professionals in the industry. AREAS OF EXPERTISE
Project Cost Controls and Financial Planning and Analysis
Key contributor for direct project financial planning and decision support for corporate, closely working with the project manager to ensure projects are completed on Ɵme and within the proposed budget.
Individual contributor and sole owner of contract EACs, ETCs, customer and corporate spend plans, burn reports and uƟlizaƟon trackers.
Comprehensive experience in managing high volume Cost plus fixed fee (CPFF), Cost Plus Award Fee (CPAF), Firm Fixed Price (FFP), T&M and Unit price contracts.
Experience in performing in-depth direct/indirect expense and revenue analysis and provide reliable financial data to help with decision making and planning.
Lead monthly department executive financial performance review meetings with Department budget owners and executives discussing financial results, foreseeable financial risks, costs minimization techniques, revenue trends and project improvement strategies.
Working on strict deadlines with pricing by directly providing Basis of Estimates (BOEs) for price proposals, recompetes and pipeline opportunities.
Performing revenue calculations correctly in accordance w/Cost Accounting Standards (CAS), Generally Accepted Accounting Principles (GAAP) and company policies.
Responsible for funding subcontractors, client CTPs, value and funding and setting program estimates.
Assisted audit clients, intending to list on regulated stock market with independence checks to mitigate auditor’s risk.
In-depth study of company’s financials (10Qs, 10Ks, SC-13G/13D, DEF-14. 8Ks, company presentation annual reports, organization charts and trends) depending on client request. 2
CAREER CONTOUR
LMI Consulting
Sept 2024- Current
Sr Consultant- Program Controls
Porƞolio Size- $600M, annual revenue $120M.
Contract Type- Cost Plus Award Fee
Supporting LMIs largest most complex 600M dollar Cost plus award fee contract with multiple CLINs and SLINs for DHS CBP.
Responsible for corporate and customer EACs, spend plans, staffing estimates, invoices, and invoice backups, establishing subcontractors ceiling values and funding, Costpoint purchase requisitions, cost plus award fee analysis, month end close activities including 360 variance analysis and resetting EAC baselines.
Review, monitor and report project financial performance (revenue, costs, margins) and idenƟfy and present potenƟal deviaƟons against budget or forecast to management.
Support direct project set-up and sub/vendor cost management lifecycle, including seƫng up Purchase Requests, purchase orders.
Support audit requirements from DCAA, DCMA, GSA and internal and external auditors. Cognosante LLC (now Accenture Federal Services)
May 2021-August 2024
Sr. Program Finance Analyst
Porƞolio Size- MulƟple IDIQs and BPAs totaling $1B, annual revenue $150M Contract Types- CPFF, FFP and T&M
Support financial forecasting at the business unit level and provide continuous proactive service to project business unit managers full life cycle financials, end to end business support including budgeting, resource management, collections, contract execution, set-up and closeout.
Assist program teams to achieve their targets, mitigate any financial risks thereby staying within budget, using earned value management techniques that help achieve goals and best estimate financial future,
Perform duties in support of Month-End close Process, to include reconciliation of projects/accounts, review, and analysis of monthly financial data. Create spreadsheets, models of expenditures to help drive future business decisions.
Make business recommendations with effective presentations of findings at multiple levels of stakeholders through visual displays of quantitative information. 3
Maintain working knowledge of company’s financial policies, Disclosure Statements, and processes to assure understanding and manage potential impacts of changes to and developments for supported systems.
Preparing and maintaining quarterly & monthly reforecast of sales, costs, and P&L
Identify relevant insights and compile analytical reports and forward-thinking business unit forecasts based upon financial trends that enable program team to make sound decisions. CGI Federal-United States of America September 2018- May 2021
Sr. Program Control Analyst-Finance
Porƞolio Size- $3B IDIQ; Annual Review-$300M
Contract Type- Unit Price Contract
• Supporting CGIs largest GSS 10-year IDIQ contract for overseas consular support services to efficiently process non-immigration and immigration visa applications at US embassies and consulates located in more than 70 countries.
• Responsible for full life cycle contract support including contract startup, revenue recognition, estimates at completion, monthly forecasting, invoice review, monthly financial status reports, variance analysis, journal entries and invoice preparation.
• Perform detailed reporting and analysis of monthly financial information to include revenue, cost variances and trend analysis as well as proactively monitor large expenditures and swings in margin from month to month.
• Work closely with Sector leaders and program managers in monthly forecasting and analyze variances to previous forecast and budget.
• Supporting project reviews, opportunity, and delivery review meetings as well as ongoing audits with accurate financial data and value-added financial analyses.
• Calculating revenue and expenses, including accruals, capitalization, and amortization schedules for monthly close in a timely manner to allow consolidation, review, and submittal of results within CGI’s close due dates.
• Supports internal and external audits and ensures policies and procedures are met. Ernst & Young LLP - India March 2016 – April 2018
Analyst - Risk Management Services •
• Assessing auditors’ independence for EYs potential audit clients and existing clients filing for IPO.
• Conducting research using both systematic and intuitive secondary research techniques in achieving and inferencing independence.
4
Aon Hewitt -India July 2013 – Feb. 2016
Process Developer – Benefits Administration Services
• Provision and maintenance of US Benefits plans offered by US employers.
• Administering Defined Benefits, Pension plans of the end client.
• Worked towards providing Defined Contributions like 401k, Roth etc. to the end client.
• Administering Health and Welfare plans (like dental, vision and medical) provided to the client.
• Review of personalized communication statements, including benefits summary to the end client. SCHOLASTICS
• MCA (master’s in computer science) from Indira Gandhi National Open University, New Delhi, 2017 • BSc (Computer Science Honors) from Delhi University, Ram Lal Anand College, 2013
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SKILLS
• Business Application Tools: MS Word, Excel, PowerPoint, MS Access, Costpoint, Deltek, Cognos, Hyperion,
• Financial and others : GAAP, IFRS, CAS, FAR, ETC, EAC, Sarbanes-Oxley Compliance. Thomson Reuters, EDGAR, SEDAR, IAPD Capital IQ, Factiva, One Source.
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