Procurement Specialist Financial Management
Resume:
CAREER PROFILE
Outcome-oriented Senior Acquisition and Procurement Specialist with 10-plus years of category management, strategic sourcing, and other acquisition solutions. A leader focused on the business value of an acquisition process. Integrative strategic thinker with superior communication and technical skills leading to innovative improvements that align acquisition services and processes with business vision.
COMPETENCIES
Administrative Policies and Procedures
Data Analysis and Interpretation
Policy Research and Analysis
Thorough knowledge of governmental rules regarding purchasing
Meticulous for accurate recordkeeping
Ability to effectively analyze data
Clear written and oral communication
Background in training personnel and new hires
Strong sales personality for ensuring accurate transactions
Negotiation skills for competitive sales and leasing agreements
Critical thinking to arrange orders and make necessary adjustments
Thorough background in mathematical operations
Ability to compile, code, calculate, and audit data
SKILLS
Microsoft Office 365 Office Suite to include Word, Excel, PowerPoint, Outlook, Access, SharePoint
Skilled in Intuit Corel Paradox, Oracle DBMS, Company Name Lotus Notes, and Ariba Spend Management Suite
Performance and Registration Information Systems Management (PRISM) Database (Old & New),
Federal Financial Management System (FFMS) Database,
Procurement Requisition and Obligation Management Systems (PROMS) Database, SharePoint Database
Concur OFO Travel Database
G-Invoice Database (Fiscal Service)
PROFESSIONAL EXPERIENCE
HQ Department of Homeland Security (DHS) Washington, DC (Federal Employee) June 2023-Present
Financial Management Specialist
Serves as a financial advisor to management officials and other experts regarding financial
management operations. The employee is given the responsibility and authority for the financial
management program planning and evaluation functions and budget formulation/analysis for assigned
area which includes the review and analysis of the progress of assigned programs, utilization of funds,
and effective attainment of scheduled program objectives and milestones. Provides advice and
assistance to the organization regarding execution of any aspects of staff and policy responsibilities.
Provides expert interpretation, advice and recommendations on all financial matters, policies, and
regulations. Evaluates overall program effectiveness and advises the organization with
recommendations for improvements. Develops and renders interpretations of executive orders, OMB
guidance and directives, and policies and precedents within and across agency lines. Develops,
recommends, and implement financial policies. Project and analyze the potential effects of budgetary
actions on assigned program viability and attainment of program objectives. Develops the planning
policy to support higher echelon planning documents and directives and formulates instructions for
implementation of DHS agencies supporting the project. Analyzes, develops, and executes current or
long-range operating plans within assigned areas of responsibility to provide technical specialists with
evaluative material for effective direction of the programs. Identifies essential critical points, time
frames, action sources and milestones in these plans.
Leads and participates in working groups to assess financial management problems and develop
solutions. Represents or participates with the organization at conferences with representatives from
higher echelon, industry, DHS, and/or other Governmental agencies as required to formulate plans and
discuss matters affecting the organization systems. Prepares and presents special studies and briefings
for the purpose of presenting plans or furnishing and securing information. Makes formal and informal
presentations outlining the history, current status, and objectives of the organization to explain policy,
planning, and financial requirements for projects.
Serves as a senior financial management specialist applying Agency-level financial management
principles, theories, concepts, and practices in unique and innovative ways to solve financial
management problems where no clear historical precedent or previous experience exits. Develops or
extends financial management policies, theories, or practices for application to new problems or
situations.
PD Number: 092553
Consults with all levels of OHS stakeholders and other federal agencies. Establishes and maintains
liaison with program representatives to ensure that concerns such as proper requirements definitions
and adequate funding are met. Develops timetables for obtaining needed funding for new or modified
substantive programs.
Provides authoritative findings, guidance, and recommendations on agency-wide human capital
programs. Researches, analyzes, and provides expert technical advice and assistance on complex
program issues, such as issues or problems which impact major, agency-wide programs.
Effectively communicates significant issues to the Chief of Mission Support Operations for their
situational awareness and to enable decision-making. Also, responsible for tracking detailed financial
transactions & procurement statuses.
Provide expert advice and counsel on internal control and financial management issues regarding
OMB Circular A-123, Management Responsibility for Internal control (Including Appendix A, B, and
C), annual internal control audit, Federal Managers Financial Integrity Act and Improper Payments
Information Act, and Improper Payments Elimination and Recovery Act.
Vergys, LLC May 2022-Aug 2022
U.S. Food and Drug Administration (FDA) Bowie, MD
Senior Associate/Budget and Acquisition
Aid in translating stated requirements into recommended acquisition documents, including, but not limited to, performance-based statements of work
As required, provide draft documentation support in planning, developing, and staffing products such as senior-level briefings, correspondence, reports, databases, and websites.
Support planning, development, and establishment of contracting strategies.
Review program and customer documentation for accuracy and completeness. Review program technical, cost, and schedule data to assess performance against program objectives.
Develop and recommend courses of action briefings to support the procurement process.
Independently apply experience and knowledge to various project and program initiatives: investigate, analyze, plan, design, develop, implant cement, evaluate solutions for project and program contracting efforts; issue resolution and recommendation support to achieve desired program outcomes.
Work closely with the project team and government personnel to prepare, review, revise, and maintain technical project documents (e.g., business needs assessments, risk management plans, alternatives analysis, cost-benefit and lysis, and acquisition plans)
Support IT investment management documentation and monitoring to maintain federal compliance and ensure investment success
Collect and manipulate a variety of data to generate recommendations or conclusions
Conduct primary research that supports client recommendations
Synthesize and summarize data, research, or communications (e.g., summary briefings and meeting minutes)
Contribute to firm marketing and promotional efforts
Strategic Solutions International Dec 2021-April 2022
Defense Health Agency (DHA), Falls Church, VA
Senior Acquisition/Financial Analyst Business Operation Experience
Develop and use a system to track and maintain current essential information on taskers and acquisition action, keep track of the program office, and coordinated with the program office for current information to update status.
Develop acquisition planning/milestone charts in concert with program offices
Work directly with Government staff to plan and track program progress, identified program, and mission problems and impacts, and develop point papers, recommendations for improvements, and reports supporting graphics, briefings, spreadsheets, and formal documentation.
Coordinate with and inform government leaders, resource managers, and program office requirements CORs personnel (CORs, PMs, etc.) on progress throughout the acquisition and budget/financial process, developing and maintaining acquisition milestone documents as needed, and reporting appropriate risks.
Plan and facilitate frequent coordination and status updates with numerous program offices for accurate budget and contract tracking and reporting to government leadership’s awareness and actions.
Summarized budget and financial reports into executive summaries for rapid consumption
Maintain records and documentation in a virtual environment, utilizing workflow tools and MS Office for all actions through the procurement life cycle
Responsible for the oversight of the overall schedule and quality of the client deliverables
Maintained data reconciliation among various DHA procurement and non-procurement systems. Coordinated with representatives responsible for data residing in various DHA offices
Assist in tracking funded/unfunded procurement actions
Review statement of Funds daily (SOF)
Assisted federal staff with researching, gathering, providing advice, and compiling materials for briefings, papers, and executive summaries for use by senior leadership at meetings and conferences
OBXTEK Inc., Department of Homeland Security (DHS) Dec 2019-Dec 2021
Office of Chief Human Capital Officer (OCHCO), Washington, DC
Senior Acquisition and Procurement Business Operation Experience
Processed over $5,000,000 in procurement requisition packages of goods and services in the Federal Financial Management System (FFMS) database and Performance and Registration Information Systems Management (PRISM) daily
Performed audits on procurement requisition packages in the Procurement Requisition and Obligation Management Systems (PROMS) database
Processed obligations, deobligations, and Amendments in the PRISM database, PROMS database, and FFMS database
Performed special complex studies and analyses of DHS procurement practices to make innovative recommendations for change
Assisted in the development of procurement policies, procedures, and practices to achieve maximum customer service, efficiency, and cost savings/avoidance
Provided technical assistance and strategy planning to the Contract Specialists relative to sensitive and complex procurement situations, as well as through solicitation, contract, contract file reviews, and analytical surveys
Performed on-site reviews of DHS procurement functions relative to DHS guidelines and relevant portions of the Federal Acquisition Regulation (FAR), the Department of Homeland Security Acquisition Regulation (HSAR), and the Department of Homeland Security Acquisition Manual (HSAM)
Advised Acquisitions managers regarding systemic weaknesses in the DHS procurement function and recommend corrective actions.
Train new contractors on how to process the old and new PRISM. I walk them through how to process a modification, amend a procurement requisition, and or process a new procurement requisition.
Assist human resources with contractor’s sick leave, and personnel time off
EconSys Inc., Apr 2019-Dec 2019
DHS Office of the Chief Human Capital Officer (OCHCO), Washington, DC
Senior Acquisition and Procurement Business Operation Experience
Processed over $2,000,000 in procurement requisition packages of goods and Services in the Federal Financial Management System (FFMS) database and Performance and Registration Information Systems Management (PRISM) daily basis
Assisted in obligating, forecasting, and procurement development
Processed obligations, deobligations, and Amendments in the PRISM database, PROMS database, and FFMS database
Assisted with the analysis of several critical internal policies, procedures, and processes and coordinated with the federal office manager in the preparation of special reports for senior internal stakeholders
Reviewed Statements of Work, Independent Government Cost Estimates, Analysis of Alternatives, Acquisition Plans, Streamline Acquisition Plans, and Interagency Agreement Forms alongside our team’s federal lead
Assist in tracking funded/unfunded procurement actions
Assisted the federal lead with developing and implementing process improvement to increase the operation of the team by developing training aids and conducting training for the acquisition workforce within DHS
Led the development and maintenance of a database for all procurement actions
Train new contractors on how to process the old and new PRISM. I walk them through how to process a modification, amend a procurement requisition, and or process a new procurement requisition.
Assist human resources with contractor’s sick leave, and personnel time off
GLOBAL TECHNOLOGIES, Department of Homeland Security (DHS)
DHS Office of the Chief Information Officer (OCIO/ITSO), Washington, DC Oct 2018-Apr 2019
Senior Acquisition and Procurement Business Operation Experience
Managed projects to implement changes to organizational acquisition processes and procedures
Conducted analysis, evaluations, examinations, and fact-finding studies related to organizational policies and operations in tandem with the Government Lead
Provided Information Technology Services Office (ITSO) acquisition requirements in developing pre-solicitation documentation to include acquisition plans, statements of work/objectives, and cost estimates
Established a mechanism for tracking and processing ITSO acquisition activities and preparing routine correspondence and documentation in support of ITSO acquisitions
Maintained data reconciliation among various DHS procurement and non-procurement systems. Coordinated with federal representatives responsible for data residing in various DHS offices
Facilitated collaboration and communication between acquisition and program offices
Frequently summarized budget and financial reports into executive summaries for rapid consumption
Train new contractors on how to process the old and new PRISM. Demonstrating how to process a modification, amend a procurement requisition, and or process a new procurement requisition.
Assist human resources with contractor’s sick leave, and personnel time off
POTOMACWAVE CONSULTING,
DHS Office of the Chief Information Officer (OCIO/BAO), Washington, DC Oct 2015-Oct 2018
Financial Analyst
Processed over $12,000,000 in procurement requisition packages of goods and services in the Performance and Registration Information Systems Management (PRISM) database
Managed several highly visible projects to implement changes to organizational acquisition processes and procedures
Conducted critical analysis, evaluations, examinations, or other fact-finding studies related to organizational policies and operation
Assisted federal staff with researching, gathering, providing advice, and compiling materials for briefings, papers, and executive summaries for use by senior leadership at meetings and conferences
Summarized budget and financial reports into executive summaries for rapid consumption
Maintained data reconciliation among various DHS procurement and non-procurement systems. Coordinated with representatives responsible for data residing in various DHS offices
Facilitated collaboration and communication between acquisition and program offices
Team Lead for the contractors on site day-to-day work. I maintained the team’s vacation schedule, PTO days off as well as sick days.
Train new contractors on how to process the old and new PRISM. I walk them through how to process a modification, amend a procurement requisition, and or process a new procurement requisition.
Assist human resources with contractor’s sick leave, and personnel time off
KEY MANAGEMENT PARTNERS Aug 2012-Oct 2015
DEPARTMENT OF HOMELAND SECURITY (DHS), Washington, DC,
Acquisition Analyst Lead Experience
Processed over $3,000,000 in procurement requisition packages of goods and services in the Performance and Registration Information Systems Management (PRISM) database
Prepared and printed critical weekly/monthly reports to review purchase card transactions/status
Conducted DHS Annual purchase card certification reviews and quarterly purchase card audits
Generated multiple reports for program management/oversight using Microsoft Excel macros
Ensured appropriate delegation of authority was issued to all cardholders, including those with authority up to the micro-purchase limit and those warranted with single purchases authority exceeding the micro-purchase limits
Provided Information Technology Services Office (ITSO) acquisition requirements in developing acquisition plans, statements of work/objectives, and cost estimates
Advised on relevant and high-priority multi-million-dollar acquisition programs, basing analyses on interrelated issues to identify and communicate effectiveness, efficiency, and productivity of substantive mission-oriented programs and projects
Maintained data reconciliation among DHS various DHS procurement and non-procurement systems using quantitative and qualitative analyses to assess and improve the effectiveness of the DHS procurement process across DHS’s various acquisition and procurement financial systems
Train new contractors on how to process the old and new PRISM. I walk them through how to process a modification, amend a procurement requisition, and or process a new procurement requisition.
BEST VALUE TECHNOLOGIES INC. 09/2011-08/2012
DEPARTMENT OF HOMELAND SECURITY (DHS) Arlington, VA
Program Management Support Analyst Lead Experience
Provided budgetary and program advice in the development of cost estimates associated with short-term and long-term projects
Lead efforts to create and implement a database to track invoices, contractor personnel, and burn rates
Conducted analysis, evaluations, examinations, or other fact-finding studies related to organizational policies and operation
Managed projects to implement changes to organizational processes
Formulated budget request packages b legislative regulatory directives
Developed cost justification supporting materials, quarterly execution reports, annual budget calls, budget allocation, performance reports, Congressional Justifications, Congressional Briefings, and Resource Allocation Plans
Analyzed trends in current and future utilization (committed, obligated, and expended) and prepared periodic cost and performance reports
NETSTAR-1 Nov 2010–Aug 2011
DEPARTMENT OF HOMELAND SECURITY (DHS) Arlington, VA
Project Management Support Analyst/Operations Specialist
Assisted with analysis of internal administrative policies, procedures, and processes and coordinated with the office manager in the preparation of special reports.
Primary liaison between leader and staff by triaging requests for conference calls, visits, meetings, briefings, presentations, etc.; eliminating continual interruption and disruption.
Conducted analysis, evaluations, examinations, or other fact-finding studies related to organizational policies and operation
Maintained control of the executive’s daily and travel schedule.
Managing projects to implement changes to organizational processes
Formulated responses to correspondence and creates templates for recurring requests to assure unity of messaging.
Followed up to monitor and report on progress in resolving issues or problems that are being addressed by other sections or branches of the office.
RAYTHEON, INC. Apr 2002–Nov 2010
DEPARTMENT OF HOMELAND SECURITY (DHS) Rosslyn, VA
Project Management Support Analyst/Operations Specialist
Liaison between leader and staff by triaging requests for conference calls, visits, meetings, briefings, and presentations, eliminating continual interruption and disruption.
Independently determined which matters to handle directly and which matters to refer to other management officials.
Supported analysis of internal administrative policies, procedures, and processes and coordinated with the office manager in the preparation of special reports.
Aided staff with researching, gathering, and compiling materials for briefings, papers, and executive summaries for use by leadership at meetings and conferences.
Summarized budget and financial reports into executive summaries for rapid consumption.
Facilitated research and analysis projects as required.
Implemented and established processes and procedures for ordering supplies.
Consolidated weekly assessment of expenditures made against the supply account.
Compiled and Organized files supporting travel approvals for all portfolios for the NMCI team and RIS team.
Coordinated Executive Sedan Service (ESS) to locations to facilitate the conduct of official government business inside the Capital Beltway for the Raytheon program manager.
Prepared documentation, slide show reports, job fairs, and newspaper ads, and prepared minutes to support the NMCI team and RIS team tasking.
Maintained employee personnel records. Key contact in support of floor-to-floor move operations such as space planning and cost estimating.
Assisted with the recruitment for technical and administrative positions, as well as scheduling interviews and mailing offer letters.
AWARDS / CERTIFICATIONS
Raytheon Performance Award (April 2004) Raytheon Achievement Award (February 2010)
US-VISIT Homeland Security Achievement Award (February 2010)
Performance and Registration Information Systems Management (PRISM) Requisitioner (September 2012)
Performance and Registration Information Systems Management (PRISM) Initiating Award Modifications (September 2012)., PRISM Approvers/Reviewers (June 2012)
Fundamentals of Systems Acquisition Management 101 (November 2013)
Federal Financial Management System (FFMS) April 2019
Procurement Requisition and Obligation Management Systems (PROMS) (February 2019)
EDUCATION, TRAINING & CREDENTIALS
Defense Acquisition University (Performance and Registration Information Systems Management) (PRISM) Requisitioner, Initiating Award Modifications, Approver/Reviewer (September 2012)
Gar-Field High School - Diploma
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