Financial Management Analyst with DoD Expertise

UNCLASSIFIED

William J. Yost

Alexandria, Va. ***06

Phone: 703-***-****

E-mail: *******@*******.***

FINANCIAL MANAGEMENT ANALYST

- Leadership -Personnel Management -Team Building -Active DoD Clearance

-Customer Service –Military and Travel Pay –Financial Management –Fiscal Budget-Business Process Re-engineering

Supporting Skills:

Financial Management: Thoroughly knowledgeable of military pay operations, travel pay management, fiscal procedures, and other areas of financial management. Technical Aptitude: Expert in the theory of fiscal management and military compensation entitlements, managed accountability of Disbursing funds $10 million annually. Diverse experience in policy and procedures of military and travel pay entitlements; and mentor to 17 personnel.

Budget Analyst: Provides day-to-day overall budget program management for the Defense Threat Reduction Agency, Research and Development – Threat Technologies Department by providing advisory financial program planning, budgeting, and integration support to assigned activities and projects.

Communication: High level of skill in problem solving, written/oral communication, presentations, and maintained superb relationship with all Financial Management contacts. Proactive Leader/Trainer: Assumes increased levels of leadership responsibility and scope, inspires cooperation, progress, and sustained commitment to team growth. Strengths: Thrives in a dynamic and demanding work environment; regards unwavering professionalism and motivation as critical to production, high caliber job performance and organizational success.

Work Summary:

Experienced professional with over 30 years’ experience supporting the Federal government, including functional analysis for OPNAV N10 IPPS-N (Pay Modernization) for Military Pay, Travel, and Fiscal requirements. Currently supporting NGA Security and Installations Directorate Property Management Division (SIOPS). DoD/IC Audit/Audit Readiness. Developing process flows, narratives, SOPs, transition listings, system inventory listings, risk and control assessments, test plan and procedure development, and assertion letter template with supporting documentation. Develop business process documentation review tools, templates, and monitoring processes. Perform quality reviews over completeness and accuracy of business process documentation, and provide guidance and feedback to address weaknesses and gaps. Development and implementation of auditable contract cost accumulation methodologies. Accounting Principles (GAAP) Compliant Plant, Property, and Equipment

(PP&E) Valuation Methodologies that has achieved audit readiness. Experience with Momentum, PeopleSoft, or PRISM Software Applications. Specialized experience executing reassertion process to achieve an unmodified Audit Opinion. Worked for the Defense Threat Reduction Agency (DTRA) on budget related functions in support of the Research Development, UNCLASSIFIED

UNCLASSIFIED

Counter Improvised Threat Technologies Integration and Delivery Branch, Detect Air. Worked for the Army Installation Management Agency (IMA) in reviewing and funding Active Duty, Reserve and National Guard Temporary Change of Station (TCS) orders. Leveraging 20 years of experience as Disbursing Clerk in the United States Navy; trained in and has managed all facets of Military Personnel, Pay, Travel, and related business processes. Currently supporting as lead budget analyst for execution of MIPRS, IA's, IO's and contracts in for DTRA CWMD. Work includes tracking down unliquidated obligations, Support Agreements, Funding Release Documents, and review and analyze cost of operations by reconciliation of monthly invoices and collecting operational data. Functions as a financial analyst and integration role include; comparing and analyze results with planned forecast, trend analysis, monitoring variances, and corrections in support of customer Program Manager (PM), Branch and Division leadership. Key aspects of this position involve direct communication and coordination with internal Division leadership, internal program team members, external leadership, and key program stakeholders. Planning and programming of future requirements and preparation of Program Objective Memorandum (POM), Budget Estimate Submission

(BES), President’s Budget (PB) and other products supporting requests and justification for funding. Protect confidential information while maintaining database and SharePoint files. Interprets and compares data for proposed recommendations to leadership. Systems familiar with are JICAP, SMART, ADA, EDM, WAWF, and Advana along with Microsoft Suite and Adobe.

Recently supported NGA Security and Installations Directorate Property Management Division

(SIOPS). DoD/IC Audit/Audit Readiness. Developing process flows, narratives, SOPs, transition listings, system inventory listings, risk and control assessments, test plan and procedure development, and assertion letter template with supporting documentation. Develop business process documentation review tools, templates, and monitoring processes. Perform quality reviews over completeness and accuracy of business process documentation, and provide guidance and feedback to address weaknesses and gaps. Development and implementation of auditable contract cost accumulation methodologies. Accounting Principles (GAAP) Compliant Plant, Property, and Equipment (PP&E) Valuation Methodologies that has achieved audit readiness. Experience with Momentum, PeopleSoft, or PRISM Software Applications. Specialized experience executing reassertion process to achieve an unmodified Audit Opinion. Recently supported budget execution for DTRA Processing MIPRS, tracking down unliquidated obligations, Support Agreements, Funding Release Documents, and review and analyze cost of operations by reconciliation of monthly invoices and collecting operational data. Functions as a financial analyst and integration role include; comparing and analyze results with planned forecast, trend analysis, monitoring variances, and corrections in support of customer Program Manager (PM), Branch and Division leadership. Key aspects of this position involve direct communication and coordination with internal Division leadership, internal program team members, external leadership, and key program stakeholders. Planning and programming of future requirements and preparation of Program Objective Memorandum (POM), Budget Estimate Submission (BES), President’s Budget (PB) and other products supporting requests and justification for funding. Protect confidential information while maintaining database and SharePoint files. Interprets and compares data for proposed recommendations to leadership. Previously supported transformation of Navy Personnel and Pay (NP2) systems in an Agile framework, played lead role in producing as-is and to-be Business Process Reengineering (BPR) artifacts for several complex pay process models in compressed time frames to meet sprint delivery deadlines. Learned internal BPR tools and processes and trained co-workers to use them.

UNCLASSIFIED

UNCLASSIFIED

Travel System (DTS). Acted as a consultant for three Navy major commands in support of the Office of Financial Management (FMO); assisted with reporting requirements for the Financial Improvement Audit Readiness (FIAR) and developing Corrective Action Plans (CAPs) for Transportation of People (TOP).

As a member of a team for the Army Installation Management Agency (IMA), reviewed and funded active duty, reserve and National Guard Temporary Change of Station (TCS) orders. Interpreted Army personnel and Defense Finance and Accounting Service travel policies and was responsible for ensuring compliance with Department of Defense (DoD) Financial Management Regulations.

As a Business Analyst for Science Applications International Corporation (SAIC) to the Center for Cost, Economic and Financial Analysis (CEFA) at Navy FMO, leveraged 20 years of outstanding performance and experience as Disbursing Clerk in the United States Navy, trained personnel and managed all facets of Military Pay, Travel, Fiscal Budget, and related business processes.

Professional Experience:

Associate, St. Michaels Inc. (June 2021 to present) Budget Analyst, Amyx Inc. (April 2020 to Jun 2021) Business Analyst, CACI International (December 2018 to March 2020) Senior Military Pay Analyst, ECS-Federal (July 2017 to November 2018) Consultant, TeraThink Corporation (March 2015 to April 2017) Management Consultant, Immersion Consulting, LLC (March 2009 to July 2012) Business Analyst, Science Applications International Corporation (SAIC) (August 2004 to March 2009)

Disbursing Clerk, United States Navy (August 1984 to August 2004) Project Experience:

Amyx, Inc. Budget Analyst, April 2020 to June 2021

*Assist in the acquisition process that supports funding of government programs / projects developing new technologies and products to counter improvised threats. The responsibilities include: developing / maintaining budgets and spend plans for RD-TT (JIDO) approval and tracking project expenditures; supporting the development of funding award documentation and development / maintenance of program review materials, including Microsoft PowerPoint slides, Excel spread sheets, attending planning and review meetings, and providing technical and logistical support for planning, implementing, and evaluating program activities, including response to taskers.

*Support the Five Year Development Plan (FYDP) in developing exhibits and articles for congress that but not limited to (R-2, R-2a, R-3, and R-4) for RD-TT approval. Support the development of the Budget Estimate Submission (BES).

*Provide advisory support for financial management, program planning and integration support of Improvised Threat Technologies. This includes support in the general areas of financial management, budget analyst, scheduling, and interactions with DTRA, JIDO, RD-TT Program Management Offices.

UNCLASSIFIED

UNCLASSIFIED

*Independently apply subject matter expertise to various project / program initiatives: investigate, analyze, plan, design, develop, implement, or evaluate solutions for project / program efforts; provide expert-level issue resolution and recommendation support to achieve desired program outcomes; and have specialized expertise that may include, but not be limited to financial management, information management, and contracting.

*Provide ability to analyze operational capability requirements; determine technical solutions, certification and equipment readiness; and monitor the status of financial-generated technical data.

*Reviews monthly program reports and cost spreadsheets for trends analysis to propose change recommendations.

*Assist the PM by providing advisory and draft documentation support for the development of financial management, program planning and integration correspondence and other program products.

*Assist the PM by coordinating draft correspondence, and securing DTRA, JIDO, RD-TT Program Management Office approval prior to distribution.

*Assist the PM by providing advisory assistance for financial support functions to include the coordination and tracking of financial instruments.

*Manages SMART and DAI information for all Disrupt Technology, Detect Air, and C-UAS programs.

CACI International Senior Business Analyst, December 2018 to March 2020

*Supported the Pay Modernization Program with management policy, procedures, and requirements for Navy Pay as the Subject Matter Expert.

*Validated Business Process Reengineering (BPR) models and Functional Process Data Tools, providing and defining business requirements for the Navy Personnel and Pay (NP2) systems.

*Analyzed project information baseline and performed gap analysis between baseline, operational requirements, and operating capabilities. ECS-Federal Senior Business Analyst, July 2017 to November 2018

*Supported the Pay Modernization Program with management policy, procedures, and requirements for Navy Pay, as the Subject Matter Expert.

*Global Functional Requirements for the Navy Personnel and Pay systems: reviewed and commented on all Personnel and Pay improvement documents, and special projects as assigned during and after the Navy Audit.

*Validated Business Process Reengineering (BPR) models and Functional Process Data Tools providing and defining business requirements for the Integrated Personnel and Pay System Navy

(IPPS-N).

*Analyzed project information baseline and performed gap analyses between baseline, operational requirements, and operating capabilities. TeraThink Corporation Senior Business Analyst, March 2015 to May 2017

*Supported the Pay Modernization Program with requirements and procedures for Navy Pay, as the Subject Matter Expert.

*Worked on Special Task Force assigned by the Assistant Secretary of the Navy for Financial Management to evaluate the current processes for Personnel, Pay, Travel, Fiscal, and Internal Controls throughout the Navy Personnel and Pay Programs. UNCLASSIFIED

UNCLASSIFIED

*Assisted on many levels in support of OPNAV N10 for Travel, Movement of Property, Debt Processing, and other miscellaneous requirements as needed. Immersion Consulting, LLC Senior Business Analyst, March 2009 to July 2012

*Developed business procedures for the OPNAV DTS Program Manager for the Debt Management Monitors to improve audit readiness.

*Supported the global shore support operations center providing 24/7 travel logistics and financial management assistance for Navy cruisers and frigates.

*Supported the pilot program to enable the surface fleet to effectively use DTS. Dramatically streamlined business processes, reduced travel reimbursement processing time from over 30 days to less than three days. Program has now expanded to all Fleet Forces commands. Science Applications International Corporation (SAIC) Business Analyst, August 2004 to March 2009

As a contractor assigned to the Office of the Assistant Secretary of the Navy (Financial Management & Comptroller) Office of Financial Operations (FMO), supported Department of the Navy Military Pay and Compensation management team. Tasks included:

*Developed and provided to the DoD a report concerning GAO audit findings of Control Weaknesses that resulted in millions of dollars of improper payments to Navy travelers

(specifically duplicate payments of airfare). Reviewed over 7,000 travel claims filed during FY2001 through FY2006, resulting in recovery and collection of funds totaling over $270K.

*Maintained working relationships and provided liaison support for DoD, DFAS, CNO (N1), CNIC, BUPERS, USMC, Fleet staffs and shore commands and provided management briefings on concerns and projects.

*Primary Navy representative on the Joint Compensation Working Group (JCWG) to provide policy requirements and process recommendations for the implementation of the DIMHRS in a joint venue to ensure all Navy requirements are enabled. Disbursing Clerk, United States Navy August 1984 to August 2004

*Served 20 years as the Deputy Disbursing Officer at four diverse commands, implemented business process management and tactical operations in areas such as travel, disbursing, and purchase card management. Highlights of experience and accomplishments include:

*As Agency Program Coordinator, Bank of America in support of the Chief of Naval Operations Staff and Support, reduced delinquency rate from 9.1% to 1.5%, and provided valuable training and support to travel card users.

*Promoted to Deputy Disbursing Officer, after serving as Cashier and Military Pay and Travel Auditor aboard the USS Coral Sea, Personnel Support Activity Detachment Crystal City, VA, Personnel Support Activity Detachment Key West, FL, and USS O’Bannon.

*Travel Manager and Purchase Card Manager for the Office of Chief of Naval Operations.

*Managed 1,590 travel card accounts with value of $7.7 million.

*Implemented the Defense Joint Military pay System at Personnel Support Activity Detachment Key West, FL.

Education:

Bachelor of Science – Business Management 2010, University of Phoenix, Fairfax, Virginia UNCLASSIFIED

UNCLASSIFIED

Awards / Commendations:

2003 Selected by Bank of America as Agency Program Coordinator of the Year 2001 Selected Supply Department Sailor of the Year, USS O’Bannon (DD-987) 1997 Selected Sailor of the Year, Personnel Support Activity Detachment Key West, FL 1987 Selected Junior Sailor of the Year, USS Coral Sea (CV-43) 1987 Selected Supply Department Junior Sailor of the Year, USS Coral Sea (CV-43) Navy and Marine Corps Commendation Medal (2 Devices) Navy and Marine Corps Achievement Medal (5 Devices) Good Conduct Medal (6 Awards)

Contact this candidate