Financial Analyst Budget

**** ******* **., ******, ****** STATES, ***** • **********@*****.*** • 301-***-****

RENEÉ JACKSON LLOYD

Budget / Financial Analyst / Management

PROFESSIONAL SUMMARY

Budget and Financial Analyst with extensive expertise in financial analysis and program management, leveraging tools like Cognos, Deltek CostPoint, and Workday to enhance data accuracy and streamline reporting. Demonstrates strong skills in financial modeling and communication, consistently delivering strategic insights and cost-saving recommendations. Committed to driving fiscal innovation and efficiency, aligning financial strategies with organizational goals for optimal resource management.

EMPLOYMENT HISTORY

FINANCIAL / BUDGET ANALYSTSep 2018 - Apr 2025

CNAArlington, VA

Collaborate on budget development; provide insights, fiscal oversight; identify savings.

Develop budget forecasting models; enable proactive allocation; enhance fiscal oversight.

Conducted comprehensive variance analyses, identifying significant cost-saving opportunities that informed strategic budget adjustments.

Facilitated budget planning sessions with cross-functional teams, aligning financial goals with strategic initiatives and driving cohesive decision-making.

Enhanced data accuracy by effectively using Cognos, Deltek, and Workday, providing reliable reporting for informed decision support.

PROGRAM ANALYSTSep 2010 - Jan 2020

Environmental Protection Agency

Developed financial processes for accurate forecasting, enhancing fiscal management and compliance.

Monitored contractor invoices, ensuring budget compliance and optimal resource allocation.

Created year-end accruals, maintaining fiscal accuracy and achieving breakeven operational targets.

Streamlined Working Capital Fund operations through systematic controls and year-end accrual management, consistently achieving breakeven operational targets

Designed dynamic financial structures enabling sustainable resource allocation and enhanced program performance tracking capabilities

Established process flow governance frameworks to elevate operational oversight and strengthen long-term program sustainability

Orchestrated year-end accrual processes and Working Capital Fund operations, maintaining precise fiscal controls and achieving operational targets

Engineered dynamic financial structures enabling real-time budget monitoring and improved program sustainability metrics

COR - CONTRACTING OFFICER REPRESENTATIONSep 2010 - Jan 2020

Environmental Protection Agency

Ensured contractor compliance, achieving all goals and maintaining high performance.

Managed cost control and forecasting, optimizing contract efficiency.

Monitored contractor performance, providing feedback for continuous improvement.

Inspected deliverables, updating database for precise tracking and accountability.

Recommended contract amendments, enhancing terms for better outcomes.

Led contract oversight operations including cost control, funding management, and deliverable acceptance, maintaining consistent achievement of agency objectives

ACCOUNT MANAGERSep 2010 - Jan 2020

Environmental Protection Agency

Managed service agreements, ensuring precise billing and financial accuracy, boosting client trust.

Facilitated cross-departmental meetings, improving cost management and resource allocation.

Streamlined procurement processes, enhancing productivity and operational efficiency.

Developed financial systems, strengthening fiscal stability and transparency.

Implemented documentation protocols, ensuring audit readiness and accountability.

SERVICE MANAGER - ENTERPRISE SERVICE DESKSep 2010 - Jan 2020

Environmental Protection Agency

Managed fiscal budgets, achieving operational targets within 4% of breakeven.

Enhanced service forecasting with WCF managers, optimizing resource allocation.

Led budget planning, setting clear metrics for sustainable improvements.

Implemented automated ticketing, reducing manual work and improving accuracy.

Coordinated cross-functional teams, fostering consistent service standards.

Transformed fiscal planning methodology by establishing structured budget processes and clear performance metrics, driving sustainable service improvements

FINANCIAL/BUDGET ANALYSTSep 2006 - May 2008

ManTech International at NASA GoddardGreenbelt, MD

Analyzed financials, supporting strategic decisions, improving resource allocation.

Developed financial models, enhancing decision-making and cost visibility.

Automated budget reporting, increasing forecast accuracy.

Collaborated on budget reviews, optimizing resource allocation.

Implemented variance analysis, strengthening financial controls.

Facilitated cross-functional budget reviews with NASA stakeholders, fostering strategic resource allocation and streamlined fiscal planning processes

Transformed complex financial data into actionable insights, empowering program management teams to optimize strategic decision-making

Processed procurements for all contractual obligations and spacecraft projects.

BUSINESS MANAGERMay 2008 - Sep 2010

QinetiQ North America at NASA GoddardGreenbelt, MD

Analyzed financial data, boosting budget accuracy by 12% and informing strategic decisions.

Prepared detailed financial statements, enhancing stakeholder understanding and engagement.

Developed forecasting models for precise financial predictions, improving planning accuracy.

Led budget sessions, aligning technical needs with financial limits, optimizing resource use.

Consolidated multi-department budget reports into comprehensive dashboards, strengthening transparency and facilitating informed stakeholder discussions

Optimized budget planning methodologies through structured stakeholder engagement, delivering more effective resource allocation across research programs

Tracked, prepare, and approved all travel and travel related expenses.

AUDITOR / BUDGET ANALYSTOct 2002 - May 2004

Multiple LocationsMD

Healthcare System Connections - 4/2003-4/2004

Butler & Lochte (Temporary Auditing Assignment) - 10/2002-04/2003

Conduct financial analysis and provide insights to support strategic business decisions

Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements

Develop financial models to forecast future financial performance and assess the impact of business decisions

Monitor and analyze financial data and key performance indicators (KPIs) to identify trends and variances

Collaborate with cross-functional teams to gather data and information for financial and budget analysis

Prepare presentations and reports to communicate financial analysis and recommendations to stakeholders

Assist with budgeting and forecasting, including preparing budgets, forecasts, analyzing results, and providing recommendations

Conduct industry research and benchmarking to identify best practices and assess the competitive landscape

Monitor and evaluate financial performance against established goals and objectives

Identify opportunities for process improvements and recommend solutions to enhance financial reporting and analysis

OPERATIONS MANAGER / ACCOUNTS PAYABLE1998 - 2002

Multiple LocationsMD

Operations Manager / Accounts Payable

Forest Glen Nursing Facility 1999 - 2000

Crownsville Nursing Facility 2000 - 2001

Healthcare System Connections - 4/2003-4/2004

Baltimore Nursing Facilities – Multiple (Regional Position)

Neiswanger Management – 2001 – 2003

St. Thomas Moore Nursing Facility

Annapolis Nursing Facility

Completed Medicaid applications for all incoming and Medicare patients with expiring benefits

Billed Medicaid, Medicare, private insurances, and private pay patients

Initiated pre-authorizations for all insurances

Monthly collections for delinquent and non-paying patients

Managing and overseeing daily office operations, including reception, mail, supplies, and equipment

maintenance.

Providing administrative support to the team, including scheduling appointments, arranging travel, and organizing events.

Create and maintain accounts payable files, ensuring timely payment to vendors and contractors.

Managing the accounts payable process, including invoice verification, coding, and data entry.

Prepare and reconcile monthly accounts payable reports and ensure the accuracy of financial data.

Collaborating with other departments to resolve discrepancies and issues related to accounts payable.

Monitoring and managing office expenses, including reviewing and approving invoices, purchase orders, and expense reports.

Ensuring compliance with company policies and procedures and local, state, and federal regulations.

Developing and implementing efficient office procedures and processes to improve productivity and reduce costs.

Maintaining accurate records and files, including financial and personnel information.

Provided excellent customer service to clients and vendors, answered inquiries, and resolved issues promptly.

EDUCATION

PH.D. BUSINESS MANAGEMENT2026

University of Phoenix Online

MBA BUSINESS MANAGEMENT2008

University of Phoenix Online

B.A. BUSINESS ADMINISTRATION2005

University of PhoenixColumbia, MD

AA ACCOUNTING2004

Prince George's Community CollegeMD

CERTIFICATIONS

ITIL V3

Information Technology Infrastructure Library

COR CERTIFICATION

Contracting Officer Representative

Dec 2024 - Present

Social / Behavioral Research Investigator and Key Personnel

SKILLS

Financial Analysis (Experienced), Accounting (Experienced), Budgeting (Expert), Sarbanes-Oxley (Experienced), Forecasting (Experienced), Portfolio Management (Experienced), Data Analysis (Experienced), Contract Management (Experienced), Cost Management (Expert), Financial Modeling (Skillful), General Ledger (Experienced), Auditing (Experienced), Procurement (Expert), Program Management (Experienced), ITIL (Experienced), Team Management (Expert), Customer Service (Expert), Communication (Expert), Financial Reporting (Experienced), Business Intelligence (Experienced), Process Improvement (Experienced).

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