Financial Management Senior

Summary of Experience

Serge O. Louis, CGFM is a certified government financial manager with over 30 years of experience directing all aspects of financial management, which include projects bond financing, fund accounting, budgeting, portfolio management, contract administration and projects control. Additional experience includes, but not limited to, the following:

Federal Contractor with Special Ability to Deal Effectively with People: The customer is right.

Expertise in Financial Management Information Technology Manager Budget Analysis.

oPlanning, forecasting and analysis of financial data used to measure progress, summarize variances, and forecast results.

oGeneral Ledger transactions: AP, AR & Financial Statements and problem solving. Expertise also includes SAP, account reconciliation and working capital management.

Relevant Expertise

Financial Process Improvement and Audit Readiness (FPIAR) - OMB Circular A-123

oSupervisory & Management Skills: Accounting Operations and Financial Management

oPreparation and Analysis of Management and Financial Reports by Funding Agencies

oDue Diligence, Auditing of Financial Statements (AFS)

oPreparation & Financial Systems and Controls

oParticipation on Finance Complex Projects and Preparation of Ad-Hoc Financial Analysis for Management

The Federal Budget Process - OMB Circular A-11

oWork Closely with Operations Management and Stakeholders to Develop Budget and Financing Plans

oDepartment of Defense (DoD) - Planning, Programming, Budgeting and Execution (PPB&E)

oPrepare and Maintain a Five-Year Strategic Financing Plan

Capital Planning and Investment Control (CPIC) – OMB Exhibit 300

oAnalysis of Alternatives (AoA), Net Present Value (NPV)

oLife Cycle Cost Estimates, Return on Investments (ROI) and Cost Benefits Analysis

oDevelop Strategies for Monitoring Financial Expenditures; Projects Control Cost; and Lifecycle Management Costs Using Cost Estimation Techniques to Validate Projects Funded Requirements.

Education

B.S. Business Administration, Finance, Suffolk University, Boston, MA

Employment History

Tria Federal, Arlington, VA, August 2022 to present.

Senior Financial Management Consultant and Budget Support

oU.S. Department of Veterans Affairs (VA), Veterans Health Administration (VHA),

Perform a gap analysis of the As-Is financial processes and assist with audit remediation.

Review key accounting standards to ensure processes and controls are compliant with policy.

Develop Standard Operating Procedures (SOPs) within all functional areas of finance.

GovernmentCIO, Arlington, VA, July 2021 to February 2022

Senior Financial Analyst (Financial Consultant to the Federal Government)

oU.S. Department of Veterans Affairs (VA), Veterans Health Administration (VHA), Health Program Management Office (HPMO), providing the following support:

budgeting, financial management, and contract management activities and performing general project coordinator activities, including building cost briefings, and tracking of obligations and disbursements. Track concurrent tasks and actions to completion.

Maintain databases and electronic filing systems including MS Teams, Max.gov, and SharePoint and Excel.

ASI Government, Arlington, VA, July 2020 to April 2021

Senior Financial Analyst (Financial Consultant to the Federal Government)

oUS Department of Homeland Security and Transportation Security Administration, providing the following support:

Support ESVP Program Management Support Services

Perform Budget Execution & Analysis; Cost Projections/Work on Spend Plan, etc.

Process Monthly Budget Reporting: Monthly, Quarterly and Yearly Obligations.

University of North Carolina, June 2018 to July 2019

Finance / Budget Consultant - Business Management Office

oCollege of Computing and Informatics, providing the following support:

Managed departmental state, discretionary and trust funds.

Audited all funds and investigate discrepancies.

Track all student payments, temporary employee stipends, and special payments.

Created and compiled ad hoc budget reports at the request of the Chair.

Panum Telecom, LLC., Bethesda, MD January 2017 to July 2017

Sr Capital Planning & Investment Control (Financial Consultant to the Federal Government)

oUS Department of Agriculture (USDA), providing the following support:

Subject matter expert (SME), responsible for facilitating the initial planning and business case development for investments’ adoption and selection.

Develop major investment CPIC Decision Gate artifacts for the Pre-Select, Select, Control and Evaluate phases.

Formulate and analyze new initiative requirements and develop work products such as business cases, market research or benchmark analyses, analysis of alternatives, and technical studies in support of the USDA CPIC process.

Track capital project information such as the performance and quality of initiatives, resources, schedule and cost variance, status, and other such factors or indicators.

Provided general support to the CPIC process.

ER Williams Management Consulting, Silver Spring, MD November 2010 to January 2017

Senior Financial Manager (Financial Consultant to the Federal Government)

oDefense Health Agency (DHA), Comptroller’s Office, providing the following support:

Prepared and developed complex analyses and comprehensive reports for budget execution functions and issues, including commitments, obligations, and expenditures.

Assisted and reviewed the correct funding appropriations to be used, certifying funding structure, and realigning funds as needed and depending upon program and mission requirements.

Information Innovators, Inc., Alexandria, VA September 2009 to November 2010

Financial Projects Manager (Financial Consultant to the Federal Government)

oDefense Contract Management Agency, providing the following support:

Managed budget execution operations, including, program analysis, and the management and strategic planning process and implementing a data distribution with high Administration and Congressional interest.

Assisted in setting direction, coordinating with key stakeholders, tracking milestones, creating reports, developing metrics, supporting governing agenda.

BearingPoint Management Consultants, Alexandria, VA February 2008 to September 2009

Senior Business Consultant (Financial Consultant to the Federal Government)

oUS Air Force, Accounting Operations, providing the following support:

Assessed and identified compliance risks in compliance with the Generally Accepted Accounting Principles (GAAP) for the Government.

Provided end-to-end assistance in compliance with various Office of Management and Budget (OMB) Circulars.

Conducted discussions with the Government staff about the results of an audit and assisted in resolving findings.

IAP Worldwide Services, Inc., Washington, DC (September 2006 to December 2007)

Business Resource Manager (Financial Consultant to the Federal Government)

oWalter Reed army Hospital, Facility Management, providing the following support:

Managed a staff of 10 in financial management, budget, procurement, and fiscal performance, including asset management and inventory control.

Audited invoices to determine allowable and unallowable costs; monitored expenditures, and certified and prepared invoices for payments and prepare report.

Focal point for budget reallocation and fund distribution notifications.

Responsible for the administration of the Government contracts, Governmental Support Agreements and Memorandum of Understanding to accomplish the mission.

Science Applications International Corporation, Vienna, VA January 2005 to August 2006

Senior Financial Analyst (Financial Consultant to the Federal Government)

oOperations Business Unit, providing the following support:

Developed project funding profile and business case analysis; lifecycle cost estimates and budget and capital investment plan, including net present value/return on investments.

Proactively researched and documented the Government processes to improve accounting and financial operations.

DC Government, Office of the Chief Financial Officer, October 1999 to January 2005

Branch Chief/Financial Mgr., the Budget Office, providing the following support:

oInfrastructure Project Management Administration, providing the following support:

Supervised and managed a staff of 8 performing general accounting and budget duties.

Prepared and developed the annual operating and capital improvement program budgets.

Prepared timely submission of financial statements to County Commissioners on infrastructure projects status, including projections of cost estimates.

Prepared and maintained the yearly capital improvement program (CIP) document.

Coached project managers and engineering staff with accounting concepts.

Maintained accounting records and other supporting documents for audit purposes.

Pinellas County Government, Clearwater, Florida March 1989 to October 1999

Accounting and Budget Manager, Accounting and Budget Operations

oDepartment of Public Works and Engineering

Supervised and managed a staff of 8 performing general accounting and budget duties and developed the annual operating and capital budgets.

Prepared timely submission of financial statements to County Commissioners on infrastructure projects status, including projections of cost estimates.

Prepared and maintained the yearly capital improvement program (CIP) document.

Coached project managers and engineering staff with accounting concepts.

Maintained accounting records and other supporting documents for audit purposes.

Certifications/Professional Affiliations

Certified Government Financial Manager (CGFM)

Member, Association of Government Accountants (AGA)

Government Clearance

Active Public Trust - National Agency Check with Law and Credit (NACLC)

Contact this candidate