Vice President Financial Data

Professional summary Vice President with over ** years of extensive expertise in program management and financial analysis, adept at leading high-impact projects with multimillion-dollar budgets. Demonstrates a visionary approach to creating career paths and improving compliance through innovative processes and tools. Skilled in ServiceNow, SQL, and Excel, with a strong commitment to delivering measurable results and enhancing operational efficiency in federal and state environments. Carl Davenport

Vice President--Federal and State

703-***-**** / ****.*********@******.***

Employment history

SEP 2019 - PRESENT Vice President, EOT Program Manager, Constituent Services Worldwide Department of Education-Federal--Acquired 8a Contract Department of Human Services-State Level

AUG 2018 - MAY 2021 Finance and Acquisition Specialist, Octo Consulting Group Record, analyze financial data to make projections, forecasts, and estimates on ETS Investment contract services, from acquisition planning to contract closeout for each of the ETS investment contract’s Period of Performance.

Analyze ETS portfolio contracts, (to include all 10 investments) contracts financial data and ensure that monthly accounting data is accurate and details all aspects of contract expenditures and overall funding status.

Perform on-going analysis of ETS contract financial data and coordinating forecasting efforts for estimation through the end of each contract period of performance, including all option years. Support the Capital Planning process by analyzing and updating business cases, develop operation analysis plans and preparing subsequent reporting against the plan with assisting with data calls (i.e., FOLIO, Quarterly Integrated Data Collection (IDC), Cost Savings/Avoidance, State of Information Technology (IT), etc.).

Lead team to enhance program delivery, boosting satisfaction for 400 service providers. Ensure compliance with federal participation, achieving measurable outcomes. Train staff to facilitate education and occupational programs, enhancing service quality. Develop career paths aligning with economic and personal goals, increasing engagement. Collaborate with DHS to validate customer plans, ensuring contract adherence. Managed finance and acquisition for Department of Education, enhancing budget accuracy. Collaborated with government PMO and stakeholders, improving project alignment. Streamlined financial models, driving informed decisions and operational efficiency. Maintained comprehensive budget and acquisition records in ServiceNow©, ensuring financial integrity and compliance with standards.

Coordinated with engineering and security teams to optimize acquisition processes, significantly improving operational efficiency.

Fostered strong relationships with diverse stakeholders, enhancing communication and collaboration across multiple project teams.

Streamlined financial reporting processes, leading to measurable improvements in budget accuracy and operational efficiency.

MAY 2015 - AUG 2018

PITTSBURGH

Financial Analyst, Corporate Healthcare Accounts, Thermo Fisher Scientific NOV 2014 - MAR 2015 VP, Financial Risk Consultant, Decix Group, LLC OCT 2012 - 2014 Corporate Treasury—Recovery and Resolution Planning Analyst, The Bank of New York Mellon

2009 - 2012 Government Travel and Conference PMO Analyst, Booz Allen Hamilton Provided direct analytical and investigative support for federal client conference management—Daily client facing.

• Prevented fraud and ‘unfavorable’ requests by interpreting large amount of financial data analyzed against thresholds.

• Saved time and money for the DOJ by creating inventory/repository of past and present DOJ projects within macro-enabled spreadsheets.

• Kept department in compliance with federal laws and regulations through examining financial reports on conference requirements.

• Generated budget and forecasting for the office of the Attorney General presented to the client from large data sets in an easy to understand format.

• Acted as initial line of potential fraud and improper filings by conducting financial breach exercises. Selected Achievements: Promoted to lead travel analyst after 2 months on project. Solidified travel budget forecast tool that was approved by the Attorney General of the United States. Supported Corporate Accounts with detailed financial analysis, enhancing strategic decisions. Built SQL-based healthcare hierarchies, improving data accuracy and reporting efficiency. Designed standardized reporting processes, achieving 95% compliance in hospital groups. Developed dynamic dashboards for financial reporting, aiding in budget and forecast accuracy. Tracked industry trends by analyzing customer movements, informing strategic planning. Maintained comprehensive customer hierarchies in SQL, enabling precise tracking of industry trends and informed decision-making for healthcare networks. Provided analytical support during the annual budget process, fostering a collaborative environment for accurate financial planning and resource allocation. Conducted in-depth financial modeling to identify cost-saving opportunities, leading to significant budgetary improvements for healthcare clients. Secured $1.5mm funding by crafting detailed Pro-Forma models for investor evaluation. Enhanced internal reporting, increasing recorded risk events volume. Advised on risk reduction with strategic insurance recommendations. Developed a five-year projection for investor profit margin assessment. Developed a comprehensive one-year balance sheet, accurately forecasting revenue and liabilities, enhancing financial transparency for stakeholders. Designed a five-year projection tool that empowered investors to assess potential returns, fostering informed decision-making on capital investments. Collaborated with cross-functional teams to evaluate project costs, ensuring alignment and clarity on financial strategies and risk management. Aligned program scope with strategic goals, enhancing Recovery Plan effectiveness. Ensured regulatory compliance for Federal Reserve and FDIC reports. Identified policy gaps, recommended improvements, and advised on compliance. Developed communication tools, improving data collection and cost management. Analyzed 1,000+ systems, resolving IT gaps in critical operations. Fostered communication between business lines and the PMO office, streamlining processes through a macro-enabled tool, which improved efficiency and reduced costs. Ensured successful acceptance of Recovery and Resolution plans for regulatory reports, enhancing compliance with Federal Reserve and FDIC standards. Prepared comprehensive reports on CCAR and DFAST results, ensuring clarity and compliance for internal stakeholders and regulatory bodies.

Presented periodic dashboard reports, keeping the department informed on program status and fostering proactive decision-making.

2011 - 2012 Business Analyst, Mid-Level, Booz Allen Hamilton Primary duties included providing contract financial management services for Global Security Law Enforcement market.

• Resolved financial, contractual, and administrative related Program Control issues.

• Ensured the budgets of six projects were succinct with allowed funding through analyzing monthly invoices for inaccuracies.

Selected Achievements: Created macro enabled-tool to automate budget process for over 50 contracts across justice vertical.

2009 - 2011 Civil Justice Market PMO Business Support Analyst, Booz Allen Hamilton Key duties included analyzing and documenting existing and future business processes of Booz Allen’s Justice Vertical.

• Compared bid rates among industry competitors by implementing a Win/Loss Matrix.

• Recovered over $1mm in lost funding from the FBI. As a result, was promoted the Quality Assurance Manager for that FBI Task Order, and subsequently, all tasks orders that fall under those same contract vehicles.

• Led Monthly Civil Justice Market Pipeline meetings bid on government projects by collecting and analyzing data from various sources to create and manage a pipeline for upcoming, present, and past opportunities.

• Assigned project responsibilities to high-level capture managers based on experience, cost rates, and availability.

Selected Achievements: Promoted to head of invoice capture for Justice Vertical after improving FBI billing process. Led team of five to fulfill invoice process throughout the Justice Vertical. 2009 - 2011 Request for Proposal (“RFP”) Analyst, Booz Allen Hamilton Analyzed RFP, RFQ, and RFI Documents for Civil Justice Vertical

• Summarized Statement of Work and associated risks to determine if team would eventually bid on projects.

• Researched, discovered, and distributed RFPs from external sources.

• Informed senior management of upcoming projects through collecting and analyzing RFP summaries and presenting them in monthly pipeline.

• Experience with General Services and Administration (“GSA”) Schedules, Governmentwide acquisition contracts (“GWAC”) vehicles, and Indefinite Delivery, Indefinite Quantity (“IDIQs”). Selected Achievements: Promoted to head of FBI Procurement analysis. Created a data-gathering tool for RFP responses for high-level management to review and analyze pertinent information. 2009 Business Analyst for FBI Biometric Interoperability, Booz Allen Hamilton Led the FBI procure consulting services for their Biometric Interoperability contract

• Found best candidates for projects through vetting multiple applicants via phone, or in person interviews after reviewing resumes against FBI requirements.

• Managed all documentation associated with the candidate’s clearance: Clearance Justification Form, Service Band Requisition Sheet, and the Offer letter consent form after the successful award of FBI’s Biometric and Interoperability contract

Selected Achievements: Created candidate phone screening template for management to use during interviews. Template was integrated in overall governance process. 2009 SMIS Documentation Support Specialist and Tester for FBI, Booz Allen Hamilton Created an easily understandable document for FBI Users.

• Created multiple instructional versions that were used during system-wide presentations for the FBI.

• Developed use-case models, and functional requirements that supported test manuals for FBI security clearance systems.

• Tested the guide for full compliance. Upon finding bugs within the system, documented findings within Rational software tools: ClearCase and ClearQuest. Selected Achievements: Appointed lead QA analyst for FBI user document within three months of starting project. Became a certified Software tester, and proficient in SDLC. 2007 - 2009 Senior Online Banking Consultant, PNC

Provided technical assistance to customers for personal online banking needs, through integrating user-friendly jargon for them to understand PNC’s systems.

• Conducted training courses for new and current PNC employees during multiple expansions (3) during the nation’s recession.

• Located bugs in the Virtual Wallet application through testing and logging errors. Selected Achievements: Promoted to Senior Online Banking Analyst within first year. Received customer appreciation, and various team awards.

Education

AUG 2006 - MAY 2007

PITTSBURGH, PA

Masters in Literary and Cultural Studies, Carnegie Mellon University Studied the economic effects of literature and arts had on several prominent societies, specifically those living and working within the SW Pennsylvania region. MAY 2006

ATLANTA, GA

Bachelors in English, Morehouse College

Courses

MAR 2020 Financial Management Fundamentals at ServiceNow MAR 2020 Portfolio Management at ServiceNow

NOV 2016 Financial Markets at Yale University

DEC 2016 Governance, Risk, and Compliance Professional at OCEG DEC 2016 Yellow Belt Certification at Lean Six Sigma DEC 2016 Scrum Fundamentals at ScrumStudy

Skills Financial Analysis Risk Management

Program Management ServiceNow

SQL Excel

Budget Management Data Analysis

Process Improvement Project Management

Compliance Leadership

Business Analysis

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