Financial Analyst Senior

DOROTHY SANTOS

San Jose, CA Cell: 408-***-**** **************@*****.***

OBJECTIVE:

Subject matter expert and motivated financial analyst with comprehensive experience in NASA’s accounting and financial processes and systems, receiving multiple commendations from task managers, and seeking to deliver budget or program management position at Ames Research Center.

PROFESSIONAL SUMMARY:

Working as a senior-level in the accounting and financial field at NASA Ames Research Center with more than 30 years’ experience in the NASA accounting and financial guidance, logistics management, business functions, principles, methods, resolutions, and project administration. I also gained expert skills in executing complex analyses and business solutions related to logistics planning and scheduling, team building, mentoring, and leadership.

EMPLOYMENT HISTORY:

Small Spacecraft Technology Program (SSTP), Senior Financial Analyst Subject Matter Expert 3, December 2019 – November 2024

Provides budget formulation and execution support for the Small Spacecraft Technology Program at NASA AMES Research Center.

Manage, develop, organize, analyze, and formulate consolidated budget reports, schedule, trend analysis and cost benefit interpretations for the SSTP Program.

Provide project status and variance explanations, briefings, and budget estimates as required for programs and projects.

Prepare justification for project budget and workforce requirements for monthly CFO review.

Formulate and provide consolidated 5-year budget plans consistent with the Agency Program Planning and Budget Execution (PPBE) Cycle.

Develop yearly fiscal budget, workforce and technical requirements for SSTP Program.

Successful execution of my work responsibilities is due to my 20 plus years of expert knowledge and operations of NASA financial and accounting systems. Similarly, my success is attributed to my expert knowledge of financial methods, principles and guidance, complex analytical techniques, budget formulation, cost projections, spending rates, costs trends and deviations, conflict resolutions, and project administration.

Requested by task managers in training newly-hired civil servants in performing their job requirements, relying on my knowledge and training expertise.

Track, manage and performed financial analysis on TYVAK and AEROSPACE contracts. These reports were submitted with the NF5333/CCR due dates.

Manage SBIR PR’s, USTP Cohorts (Grants/Coop Agreements) PR’s for the Small Satellite and Flight Operations Program.

Frequently requested by NASA Task Managers in providing my assistance in solving and completing complex budget execution and drafting reports.

Lunar Instruments, Senior Financial Analyst Subject Matter Expert 3, September 2019 – Nov 2019

Provided budget formulation and execution support for the Lunar Instruments at NASA AMES Research Center.

Developed and prepared project costs and resource estimates consistent with project schedule and status.

Provided project’s deliverables, variance explanations, trend analysis, full-cost budget data, milestones, and required corrective actions.

Provided project’s budget data and status during Center reviews and monthly CFO review.

Prepared and maintained fiscal budget and workforce requirements and traces.

Coordinated with task managers in providing integrated program analysis, briefings, funding status reports, budget execution, and formulation guide.

Kepler/K2 & IRIS Program, Program Analyst/CCR Analyst, NASA AMES Research Center,

April 2018- August 2019

Provided budget analysis and resource management support for NASA AMES Research Center – Kepler/K2

Program.

Assisted in budget development in accordance with the Agency Program Planning and Budget Execution process (PPBE).

Assisted and completed the drafting of the Kepler Project’s life-cycle cost report.

Developed and executed project plans and schedule for Kepler Project.

Conducted Earned Value Management (EVM) analysis for Kepler Project.

Performed phasing plans and drafted workforce reports involving plans vs. actuals data.

Managed and tracked customer requests, funds, and distributes actual costs after the completion of work.

Prepared Kepler Project’s monthly and quarterly budget reports.

Performed a lead role in providing guidance to employees relating to financial administration.

Trained budget analysts and student interns on financial planning and budget analysis.

Frequently requested by NASA Task Managers in providing my assistance in solving and completing complex budget execution and drafting reports, such as the submission to NASA HQ of the Kepler’s life-cycle cost report. My assistance enabled the timely submission of finance and budget reports and workforce savings offsetting additional contract support.

Human Capital Directorate, Senior Cost Analyst, NASA AMES Research Center, March 2017 –

April 2018

Provided budget analysis and resource management support for NASA AMES Research Center – Human

Capital Directorate.

Performed phasing plans and drafted workforce reports involving plans vs. actuals data.

Submitted the Agency Program Planning and Budget Execution (PPBE), workforce planning, and WYE actual reporting.

Managed and performed contract cost analysis, maintained guideline data, prepared budget allocation, and conducted budget analysis on various funding.

Worked with fund managers in creating and updating phasing plans.

Provided fund status for programmatic CFO reviews for various programs.

Performed a lead role in providing guidance to employees relating to financial administration.

Work with the Education branch to collect and mange funding for the Universities collaborating with NASA (Grants/Coop Agreements).

Trained budget analysts and student interns on financial planning and budget analysis.

Intelligence System Division Senior Financial Analyst/ CCR Analyst, NASA AMES Research

Center, October 2007-March 2017

Provided data management, historical trend analysis, data validation, and quality control for the Intelligence System Division.

Provided interpretations for yearly fiscal budget and workforce requirements.

Managed and tracked the division’s expenditures, contractual agreements and performed financial analyses.

Provided division input, assessments and strategies for monthly phasing plans, and variance explanations, when required.

Prepared and submitted for review and approval for purchase requests, service requests, travel orders, and other financial documentation.

Provided weekly, monthly, quarterly and ad hoc financial and workforce status reports for the division.

Reviewed organization reports and information for preparation, reconciliation, and justification of budget and workforce requirement.

Determined and drafted resource requirements according to project milestones, risk analysis, and technical requirements and recommended resource allocations based on priorities and needs.

Developed and executed procedures for monitoring financial performance, and contract expenditures against approved funding.

Financial analysis was conducted on SGT, USRA and NAMS contracts. These reports were submitted with the NF5333/CCR due dates. Track funding and manage the NAMS, SGT and USRA contracts.

IPA’s, NRA’s, and Grants were also tracked, managed and processed.

EPR’s (MIPR) are tracked and managed. Reimbursable reports were generated and discrepancies were communicated to the PI’s. NASA Reimbursable Program close outs and process new agreements.

EDUCATION:

University of Phoenix, graduated in Bachelor of Arts in Management, Accounting Major

Evergreen Community College, San Jose California, Completed General College Education

Civil Engineering, Cebu Institute of Technology (CIT), Cebu City Philippines

TRAINING:

Completed Cost Analysis, Assessment and Control, - CFO University March 2018

Completed Contractor Cost Reporting and (NF533) Analysis- CFO University, November 2017

Completed PMII Information Delivery Training, October 2005.

Completed PMI 2 (Project Management Information Improvement) Class, July 2005.

Completed Workforce Integrated Management System (WIMS) Class, February 2005.

Completed Core Financial and Budget Formulation Classes, January 2003 – July 2004.

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