Financial Analyst Systems

OBJECTIVE STATEMENT

Experienced Navy Veteran, Principal Financial Analyst, and Financial Controller with a combination of over 12 years of governmental service supporting the U.S. Department of Defense. Skilled in budget execution, financial analysis, and comprehensive contract management. Proven ability to oversee multimillion-dollar federal budgets, optimize financial systems, and improve operational efficiency across diverse command environments. Extensive knowledge of federal financial systems and appropriations law, with a focus on strategic fiscal oversight, audit readiness, and resource planning. Dedicated to maintaining financial integrity, mentoring professional development, and aligning financial strategies with organizational objectives in government contracting or senior financial analysis roles. Experienced in end-to-end contract administration, including bid development, negotiation, and execution, ensuring timely contract awards and minimizing rework through clear upfront requirement alignment.

EDUCATION

American Military University, Charlestown, WV

B.S. health science December 2024

Grand Canyon University, Phoenix AZ

Dual B.S. and M.S. software engineering Anticipated December 2026

RELEVANT SKILL SET

Financial Planning & Analysis:

Financial Modeling Forecasting & Budgeting Variance Analysis Cost Accounting Financial Statement Analysis Investment Analysis Corporate Finance

Accounting & Regulatory Compliance:

GAAP & IFRS Knowledge Risk Management Audit Readiness Financial Regulations & Procedures Budget Execution & Control

Data Analysis & Reporting:

Data Analysis & Visualization Financial Reporting Advanced Spreadsheet & Excel Modeling Dashboard Creation Database Management

Technology Proficiency:

High Proficiency in Excel Financial Software & ERP Systems (SAP, DEAMS, Navy ERP, Power BI, GFEBS, DAI) Spreadsheet Automation G-Invoicing Systems

Leadership & Strategic Skills:

Strategic Planning & Decision-Making Critical Thinking Team Leadership Communication & Stakeholder Engagement Presentation Skills Training & Mentorship

Core Strengths:

Detail-Oriented with Emphasis on Accuracy Strong Analytical Thinking Ability to Interpret & Present Complex Financial Data Proven Problem-Solving Abilities

ADDITIONAL SKILLS AVAIALABLE UPON INTERVIEW

PROFESSIONAL EXPERIENCE

Cathexis Corp, Pentagon Washington, D.C. August 2024 - Present

Principal Financial Analyst/Controller

Accomplished Principal Financial Analyst and Financial Controller with experience managing and executing a $170 million federal budget across seven dispersed offices within the Office of the Under Secretary of Defense Personnel and Readiness.

Led the complete budget lifecycle from formulation and execution to reporting and close-out consulting alignment with mission objectives and full compliance with OMB, GAAP, and DoD regulations.

Served as Financial Controller, overseeing daily accounting operations, tracking, expenditure reconciliation, and month-end close processes, maintaining 100% compliance with audit and internal control standards.

Directed a fiscal year-end closeout that recovered over $9.6 million in unused funds, which were reprogrammed to support high-priority agency initiatives.

Conducted a comprehensive review of prior-year obligations, correcting over 254 misposted transactions, de-obligating expired funds, and closing outdated accounts to improve reporting accuracy and audit preparedness.

Managed the transition from legacy financial systems from DAI and EDA, training more than 20 team members and reducing transaction errors by 67%.

Utilized Power BI and Excel modeling to automate recurring financial reports, reducing monthly reporting time by 40% and enhancing forecasting accuracy.

Developed and maintained a robust system of internal financial controls, mitigating risk and earning recognition for strengthening compliance during agency audits.

Collaborated with contracting officers to verify contract funding statuses, forecast future needs, and manage modifications, preventing over-obligation and funding lapses.

Prepared detailed variance analyses and scenario-based forecasting models to support senior leadership decision-making during periods of budget uncertainty and continuing resolutions.

Facilitated quarterly financial briefings for executive leadership, translating complex budget data into clear, actionable insights to inform enterprise-level decisions.

Managed internal reviews and compliance assessments, achieving a 100% audit pass rate for the first time in four years and eliminating material weaknesses.

Played a key role in reallocating funds during sequestration by identifying $2.3 million in surplus allocations, ensuring timely reallocation without disrupting program performance.

Recognized as a strategic advisor on financial policy, budget defense, and risk assessment in high-pressure operational environments.

Emerge HR, Air-Force Medical Research Falls Church, VA (Small Contract) August 2023 - August 2024

Senior Financial-Budget Analyst

Led data-driven financial analysis initiatives supporting over $47.2 million in combined budgets for two Air Force Medical Readiness programs, facilitating informed decision-making and strategic alignment.

Developed advanced Power BI dashboards and Excel models to monitor key performance indicators, expenditure trends, and variance metrics, enhancing budget transparency and reducing reporting cycle times by 60%.

Utilized predictive analytics to project funding requirements based on historical spending data and operational tempo, increasing forecast accuracy by more than 36.4%

Oversaw cross-functional financial strategy reviews, identifying $4.5 million in cost avoidance opportunities and reallocating funds to prioritize sustainment.

Established a centralized financial analytics repository integrating data from DAI, DEAMS, WAWF, and other systems, streamlining monthly reconciliation processes and reducing errors by over 40%.

Collaborated with department heads and external partners to develop multi-year financial models supporting long-term strategic planning, improving alignment of resource allocation with medical readiness objectives.

Produced scenario-based analyses during Continuing Resolution periods, providing leadership with funding options under constrained circumstances to ensure the continuity of mission operations.

Chaired the Air Force Medical Readiness electronic tool configuration board, overseeing budget and lifecycle planning for a $27.2 million IT and logistics platform.

Applied RAM-C methodology to evaluate system costs and availability metrics, resulting in reduced lifecycle costs and enhanced operational readiness through optimized logistical support strategies.

Reconciled legacy budget data across five fiscal years, correcting over 112 accounting discrepancies and restoring audit compliance in preparation for Inspector General reviews.

Led quarterly spend plan optimization sessions, eliminating redundant contract obligations and freeing approximately $1.9 million in unspent funds.

Developed and presented legislative financial summaries using Tableau-style visualizations to brief Congressional staff on resource allocations and program performance.

Integrated AI-powered data validation tools into financial processes, enhancing data accuracy and reducing manual verification efforts by 70%.

Mentored junior analysts in financial modeling, automation of analytics, and federal compliance reporting, resulting in increased productivity and improved analytical deliverables.

Supported financial modeling and due diligence for mergers and acquisitions, evaluating the fiscal viability of vendor transitions and ensuring readiness for integration of medical logistics systems.

Conducted comprehensive cost-benefit analyses of new technology deployments, achieving an estimated $2.1 million in long-term savings through strategic lifecycle procurement.

Collaborated with the Finance Director and senior leadership to design and implement internal control frameworks, earning recognition for best practices in audit reviews.

T3W, Navy Medical Research Silver Spring, MD (Contract Dissolved) August 2022 - August 2023

Financial Technician

Managed financial operations across 117 units, focusing on optimizing resource efficiency and ensuring full compliance with federal appropriation laws to support mission readiness.

Executed and monitored multi-million-dollar budgets, ensuring timely processing of payments and accounting transactions aligned with organizational objectives, resulting in a 68.9% reduction in funding lapses.

Administered fixed-price service contracts and processed complex vouchers through Navy-ERP, expediting payment cycles and ensuring accurate obligation classification to maintain compliance with the Anti-Deficiency Act.

Conducted routine system audits and compliance assessments to identify process gaps, implement corrective actions, and enhance financial transparency across procurement functions.

Led end-to-end contract administration, including bid development, negotiations, and contract execution achieving on-time awards and minimizing rework through early requirement alignment.

Collaborated with cross-functional teams such as engineering, manufacturing, and purchasing to ensure contract deliverables met operational needs and supported efficient procurement processes.

Developed and enforced documentation and reporting frameworks to strengthen audit readiness, improve traceability of contract modifications, and facilitate successful reviews by the Inspector General.

Streamlined contract closeout procedures by implementing automated tracking tools, reducing closure timelines by 35% and recovering $1.2 million in excess obligated funds.

Partnered with leadership to develop a risk mitigation strategy incorporating financial forecasting and compliance metrics to mitigate fiscal exposure in high-value contracts.

Mentored and trained junior analysts on contract management systems, enhancing departmental capabilities, succession planning, and operational continuity.

Led initiatives to integrate data analytics into procurement reviews, enabling data-driven prioritization of funding and improving decision-making across contract portfolios.

United States Navy April 2013 - October 2022

Petty Officer (Third Class)

Successfully implemented and managed the Automated Business Service System (ABSS), resulting in a 73% reduction in financial transaction processing time.

Played a key role in transitioning from legacy systems to the Defense Enterprise Accounting and Management System (DEAMS), ensuring minimal disruption to operations.

Supervised and led controller finance operations, including oversight of the Operational Budget and Analysis Network (OBAN), improving budget forecasting accuracy by 91%.

Co-authored and enforced Standard Operating Procedures (SOPs) for integrating financial data via the Planning, Budgeting, and Analysis System (PBAS), enabling real-time decision-making.

Directed processing and monitoring of Military Interdepartmental Purchase Requests (MIPRs), ensuring accurate fund transfers and strict compliance with regulations.

Led cross-functional teams in identifying and implementing system enhancements that streamlined financial processes and boosted operational efficiency.

Served as team lead during a critical period at the United States Naval Hospital Okinawa, Japan, where oversaw a $196,000 budget across six military clinics.

Resolved stock discrepancies, managed material issue and receipt tracking, prepared budget proposals, and generated financial reports using PBAS to support compliance and transparency.

DOD Government Purchase Cardholder

Oversaw Government Purchase Card (GPC) requests and ensured compliance with spending controls, billing levels, accounting codes, and other required verification measures.

Managed supply transactions across multiple logistics automation systems, including WEBFLIS, GTN, Navy ERP, Fed Log, and Wide Area Workflow

Fostered effective vendor relationships and ensured adherence to Federal Acquisition Regulations and internal policy.

Reviewed open market purchase requisitions and procurement specifications to verify compliance with Federal Acquisition Regulations (FAR) and internal policy.

Cultivated vendor relationships to streamline procurement operations and resolve transactional or compliance issues efficiently.

Maintained primary electronic logs and provided support for accounting, audit readiness, and financial analysis functions, using deep knowledge of auditing standards and fiscal protocols.

Interpreted cost and requisition data to inform program-level decisions, ensuring all financial transactions were accurate, complete, and regulatory-compliant.

Contact this candidate