HEATHER G. ROBERTS
240-***-**** *.*************@*****.***
PROFILE
A multi-faceted Subject Matter Expert (SME) with a robust financial and cross-functional background adept at collaborating with C-level executives on global and domestic financial projects. A profit and solutions-driven leader known for managing complex milestones while adapting to changes and shifting priorities. Possess excellent financial acumen, team building, leadership, technical and communication skills. Expertise Includes:
Key Competencies+
Finance: Financial Analysis & Reporting Credit Enhancements Deal Structuring& Contracts Big Data Analytics Data Warehousing Portfolio Management E-commerce CFO Advisory Cross- Functional Leadership
Risk Management: Sarbanes Oxley (SOX) Financial Statement Audits Business Process Improvement & Re-Engineering Project Management Enterprise Risk Planning (ERP) Supply Chain Human Capital Facilitator&User Trainer
Notable Highlights:
Chaired the Structured Credit Enhancement Deals for Bond Administration and Credit Risk by exceeding $1.67 Trillion by utilizing data integrity (Big Data), E-Commerce Web-tools and orchestrated Quarterly Board Reports.
Lectured, Authored and Trained Clients on Agile Global Projects for the Implementation for Enterprise Risk Planning (ERP) Financial Systems.
Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users. Applies (COSO) Framework to executing Corporate Risk Governance multi-faceted Projects.
Business strategist: plan and manage projects aligning business goals with technology solutions to drive process improvements, competitive advantage, and bottom-line gains.
EDUCATION
B.B.A. Finance, Howard University, Washington, DC
M.S. Information Systems in Artifical Intelligence, Washington, DC-In Progress 2026
TECHNOLOGY SUMMARY
ERP & RDMS Tools: SAS, SQL, Oracle Financial & R12, MS SQL Server, My SQL, DB2, CGI-Momentum, PeopleSoft, SAP, Intex, Sharepoint
Microsoft Office Suite: Word, Excel, Access, PowerPoint, Visio; Explorer, Outlook, Chrome, PDF
E-Commerce: MI Web Portal, CCP, IWT, Morenet, Laser, Saturn, LLP, CID, Peachtree, Lotus Notes, Attenex, IDEA, Index, Quick Books, Adobe
PROFESSIONAL EXPERIENCE
Brillient Corp.
10/21-4/24
Sr. Technical Financial Consultant
Served as Subject Matter Expert (SME) for financial management and cost estimation projects at Transportation Security Administration (TSA) supported two programs
Administered business management functions such as, financial analysis, budgeting, planning and control of funding and allocating of funding
Executed financial transactions: certified, approved payments and performed compliance reviews on reimbursement requests for the Grad program in Training and Development. Technical (SME) for impending Enterprise Planning Resource (ERP) implementation
Shored up $79 Million Cybersecurity budget in the completion of the Spend line FY24 Budget, managed and updated the (53) procurement's on database for acquisitions (contracts): new awards, modification, and increases
Facilitated meetings for acquisition team and budgetary meeting minutes.
Acquired Public Trust October 2021
Creative Financial Staffing (CFS)
Basilica of the National Shrine of the Immaculate Conception
8/21- 10/21
Assistant Comptroller
Contributed in the completion of the financial statements and analyzed budgetary accounts for audits
Leveraged technology to enhance financial planning, data analytics and operational performance
Oversaw treasury functions including, cash management reports and lockboxes
PMI Malaria
6/21-8/21
Finance Officer
Reviewed and processed subcontractor invoices for disbursements
Executed the preparation of financial reports and monitored project financial performance
Ensured compliance with the applicable USAID rules and regulations, and other relevant donor guidelines
Managed project budgets tracked expenditures and ensured that funds were used effectively and in accordance with project goals.
Superior Vision, Bowie, MD
11/16-03/21
Manager
Directed business operations including financial management, customer service and marketing
Top Performer in sales, managing operational support and risk insurance
Brown & Company CPA’s, Greenbelt, MD
06/19- 08/19 (Summer Project)
Lead Advisory Financial Consultant
Developed project plan for financial statement and data act audit Federal Election Commission (FEC)and Treasury Forfeiture Fund (TFF)
Refined payroll and insurance benefit testing, flux analysis, lead sheets, management letters, spearheaded proposal for contract and attended entrance conference
Utilized Team Mate the Accounting software as a guidance to prepare the financial statement audit
Ceded financial advice by studying operational issues, applying financial principles,practices and developing recommendations
Ann Incorporated, Annapolis, MD
11/14- 11/20
Leader/Associate
Serviced supply chain management, e-commerce, and operational support
SRG Government Services, Reston, VA
03/15-12/15
Lead Advisory Financial Management Consultant
Supported a Software Firm in the transition to release Oracle R12 Contract Procurement Life cycle DARPA DAI Financials for the Office of the Comptroller
Transformed business process improvement for Oracle12 Training effort by revising work instructions, job aids, and documentation references as a guide to support the client user support
Co-Authored Frequently Asked Question Guide (FAQS) for Oracle R12 business process improvement and FIAR Guidance training
Executed analytics and testing on financial applications and data
Independent Consultant
04/13-3/15
Advised individuals on professional business, mortgage, and personal finances
Ernst & Young, Washington, DC
10/12-4-13
Lead Advisory Financial Management Consultant
Supported a Power and Utility Organization with $22.1 billion in revenue for critical Information Technology initiative to resolve complex payroll transactions for implemented Enterprise Resource Planning System (ERP) SAP System to ensure the compliance of 35+ Labor Contracts
Trained Financial Consultants 50+ on the interpretation of the labor to contracts exercise and execute the appropriate functional applications to the SAP System to resolve payroll issues
Owersaw the quality analysis testing on financial metrics for payroll transactions and payroll wage statements
Ann Incorporated, Annapolis MD
10/10-3/13
Leader/Associate
Serviced supply chain management, e-commerce, and operational support
Subcontractor for Peachtree Solutions, Washington, DC
08/10-04/11
Lead Advisory Financial Management Consultant
Aided with the risk assessment, development, and documentation of the Civilian Payroll Process of the United States Coast Guard (USCG) Standard Operating Procedures (SOP)
Inventoried Payroll Accrual and Labor Cost and Distribution reconciliations and analyzed them for validity, effectiveness, and efficiency
Revised the following A-123 Compliance review documentation for Labor Cost and Distribution: Standard operating procedures (SOP), Narrative, Walk-through of process, Reconciliation Analysis, Gap Analysis, Control Matrix, Testing and Inventory Checklist
Identified gaps in the control matrix and provided solutions to resolve the gaps
Simplified recommendations to improve the Civilian Payroll reconciliations
Executed editorials to final Civilian Payroll Process deliverable and updating project plans
Spearheaded compliance review of Compensatory Leave Audits for Strategic Planning Human Resources Division in preparation for audit
Digital Network Group LLC, Largo, MD
09/08-08/10
Lead Advisory Financial Management Consultant
Managed and strategized internal and external business processes
Fostered environment to ensure sound financial guidance for profit side of the business and non-profit organization Kinetic Potential Scholars Program (KPS)
Orchestrated the Revenue Billing process using Quick books Software
Participated as a Program Coordinator for the (KPS) Mentoring and Tutoring Program
Resolved and maintained the compliance of the Business Taxes for S Corporation
Subcontractor for Cotton and Company, Arlington, VA
12/07-11/08
Lead Advisory Financial Management Consultant
Appointed as a global training facilitator for the implementation of the CGI, Momentum Financial System for the Department of Justice (DOJ) The Drug Enforcement Administration (DEA) Office of Finance
Improved change management support by preparing training course materials, business process designs, and visio mapping to show the test of design and operation effectiveness for the role-based transaction designated for the system implementation
Collaborated in training joint review sessions as a Subject Matter Expert (SME) for Financial Management
Completed A-123 compliance reviews
Conducted a baseline realignment review to determine the Program Management skill sets for the role-based training curriculum
Tested CGI, Momentum financial application for all role-based transactions, such as, preparing and testing exercise for accounts payable, accounts receivable, travel systems, General Ledger etc.
Instructed one-on-one training with all Domestic and International Staff on CGI, Momentum Financial System
Engaged in a two-month required mock training review classes
Advocated Program and Product vision; drive stakeholder alignment
KPMG LLP, Washington DC
12/04-12/07
Sr. Associate
Successfully participated as a valuable results-oriented team player in cross-functional roles executing 15+ complex Management Consultancy engagements for the Global Practice in the areas of; Federal Government, State and Local Government and by traveling throughout North America for the Mid-Atlantic Services Practice
Commercial Clients:
Industry Revenue
Oil & Energy $ 18.1B
Communication $ 2.1B
Software $ 62.1B
Manufacturing $ 738,608M
Financial $129.7B
Worked on a variety of large- scale financial management disciplines by providing high quality, professional daily management services for advisory projects
Analyzed audit procedures and the company’s accounting and financial procedures that deal with an organization possible exposure to fraud
Enhanced the effectiveness and efficiency of critical in-house governance, internal audit and compliance and regulatory functions utilizing the (COSO) framework
Risk Assessment and Management including evaluating and designing technology controls, conducting impact assessments, identifying control gaps, and developing risk management strategies. Experience performing Risk and Control Assessments.
Researched and evaluated complex financial statements and transaction flow, financial risk, financial reporting, and accounting transactions processing including controls
Originated briefing papers and white papers based on the results of the review containing recommendations for improvements
Led team engagements and mentor team members as needed
Established Financial Management reports to track Government Contracts pricing Launched comprehensive Audit and Compliance for all Government Subcontracting opportunities for the Contracts office
Achieved Quality Performance Reviews (QPRP) at the end of the year for all completed projects
Acquired TOP SECRET/SCI ELIGIBLE December 2007
Engineering Design Systems, Inc. (EDSI) Joint Interoperability Test Command (JITC)
Indian Head, MD
10/02 – 12/04
Lead Advisory Financial Management Consultant
Amplified strong Financial Management expertise and technical support to Department of Defense Business Management Modernization Program Testing and Evaluation Team
Developed and exchanged ideas on how to integrate and implement the Database Management System for analyzing Business Requirements for government external sources; For example, OMB, FAR, JFMIP etc.
Composed and edited technical documents for the Testing and Evaluation process of Business Requirements
Held an Interim Top-Secret Clearance at this position
FANNIE MAE, Washington DC
10/00 – 10/02
Lead Securities Analyst
Effectively processed and managed the current book of Credit Enhancement business for Bond Administration (Investments) and Credit Portfolio over $1.67 Trillion
Structured Mortgage Insurance deals over $100 million
Orchestrated Financial Modeling by using Index and Financial Forecasting for +75 for Structured Mortgage Deals
Utilized PeopleSoft application to process all financial transactions for Structured Mortgage deals for the controller’s group
Evaluated and utilized e-commerce CE Mortgage Insurance Web Portal as a means of expanding the Mortgage Insurance business
Produced and published of the Monthly Mortgage Insurance Update Report for Chief Credit Officer (CCO) and Board.
Successfully conducted staff training + 15 on Credit Enhancement, Financial Reporting and Oracle Financial Systems
Oversight for 3+ Information Technology Staff
Automated and provided all operational production support for Credit Enhancement business for Credit Portfolio
EarlierCareer
Bank of America (formerly Nations Bank)
Speciality Bank Examiner
COMMUNITY INVOLVEMENT
Fellow, President Obama Campaign, 2012
Small Business Advisor Committee, US Congress Donna Edwards 4th District, 2012-2017
Catechist & Lector, Archdioceses of Washington DC, 2013-Present
Financial Integrity Network, 2018
Vita Tax Clinic, 2019