Executive Assistant and Budget Analyst Professional

Michael Schwartz

***** ***** ******

Leavenworth. KS 66048

Mobile: 540-***-****

Email: ****************@*****.***

Prairie Band LLC

**/**** – Present

Executive Assistant

Scheduling: Manages the CEO, COO, and Senior VP’s calendars, appointments, and travel arrangements for the EVP, as well as top leadership, as necessary.

Communication: Handling phone calls, emails, and other communications, and responding appropriately, as well as managing highly confidential and sensitive information with discretion. Document preparation: Writing, editing, and preparing correspondence, presentations, and other documents. Record keeping: Maintaining accurate records, including filing systems and contact databases. Project management: Tracking projects and tasks and ensuring they are prioritized appropriately. Travel and meeting coordination: Organizing travel and meetings, including scheduling, sending reminders, preparing agendas, and overseeing meeting logistics onsite as needed. Research: Conducting research, assembling data, and preparing reports. Expense reporting: Tracks and manages EVPs’ and their own expenses, ensuring that expenditures align with budgetary constraints and company policies, as well as those of leadership, as necessary. Special projects: Creating presentations, spreadsheets, special reports, and agenda material, and assisting with special projects as assigned.

Kansas City Area Transportation Authority (KCATA)

12/2023 – 11/2024

Budget Analyst

Prepares documents and forms used by management in the budgetary process. Consults with management during budgeted expense development and assists with indirect cost calculations. Identifies and implements budgetary process changes to improve efficiency. Completes account reconciliations and analyzes problematic transactions. Performs ad-hoc reporting, analysis, and projects. Assists in accounting record management for Johnson County Transit (JCT). Reviews and creates accounting entries, manages account reconciliation, and sends invoices to customers.

Creates monthly budget variance reports, tracks trends and historical data related to budget expectations and actual transactions and assists in the analysis of departmental expenditures. Assists the information technology department with the transition to cloud computing. Assists in transitioning to a new enterprise resource program and supports management in utilizing software and cloud computing resources.

Migrate the budget process to the SharePoint environment. Acts as the backup for the Fixed Asset Manager, participating in software training, assisting with the acquisition and disposal of accounting software assets, and maintaining familiarity with depreciation schedules for organizational assets. Other duties as assigned.

University of Missouri-Kansas City

01/2023 – 11/2023

Finance and Budget Consultant II (Fiscal Officer)

Responsible for the full array of accounting, financial, and budgeting activities for the School of Pharmacy and the School of Nursing. This position partners with campus unit leadership to formulate budgets, develop financial plans, and monitor financial performance. An important liaison between central finance and campus unit leadership is critical to the successful implementation of financial strategies and performance. Monitor all fiscal activity (revenues, expenses, and grants) for assigned units. Work with leadership to develop and monitor budgets on a monthly, quarterly, and annual basis. Participate in the development of strategy (where appropriate) and monitor performance against plan. Participate in the development of long-range plans and other financial planning. Ensure compliance with all regulatory, fiduciary, fiscal, and reporting requirements. Provide financial leadership and expertise to the supported units. Ensure that resources are well utilized. Duties also include financial management of grants. I work on ad hoc projects and reports. Work with internal auditors as needed, and partner with unit leadership to support fact-based decision-making. Monitor capital asset activity (where appropriate). Collaborate and work with units across campus. America’s Best Contacts & Eyeglasses

06/2022 – 12/2022

General Manager

Achieve and maintain the highest level of customer service. Monitor and achieve profit, sales, and performance goals (i.e., reviewing the P&L). Monitor sales results against the budget.

Ensure all store associates achieve and maintain the highest level of customer service. Investigate and compile competitive information.

Provide daily and weekly statistics to the District Manager and the corporate office. Ensure that store promotions, advertising, and visual merchandising are in place, and that all associates and doctors are aware of current promotions.

Hire, supervise, and train all store associates.

Motivate associates to exceed performance standards. Interface and maintain appropriate professional relations with the doctor, other National Vision associates, and customers. Department of Justice

3/2022 – 06/2022

Supervisory Budget Analyst

Supervises 5 Budget Analysts and serves as a key budget analyst in support of organization functions, including procurement

($47 Million). Submit procurement requisitions to obtain services and equipment in accordance with the Unit Spend plan. Performs budget analysis functions using cost-benefit analysis and zero-base budgets to develop annual and long-term, multiyear budget estimates for assigned Units. Completes budget execution work and plans the timely use and acquisition of funds through the transfer of funds. Recommends adjustment of long-range budget forecasts and monitors budget execution by analyzing costs and trends in the ratio of funds obligated. 09/2009 – 03/2022

Management and Program Analyst / Budget Analyst

Serves as key budget analyst in support of organization functions, including procurement ($27 Million) and property management. Submit procurement requisitions to obtain services and equipment in accordance with the Unit Spend plan. Performs budget analysis functions using cost-benefit analysis and zero-based budgets to develop annual and long-term, multi-year budget estimates for assigned Units. Completes budget execution work and plans the timely use and acquisition of funds through the transfer of funds. Recommends adjustment of long-range budget forecasts and monitors budget execution by analyzing costs and trends in the ratio of funds obligated. Develops and serves as the central point of contact for guiding administrative policies and procedures. Manages administrative requirements for property, equipment, access to information technology systems, and supplies. Responsible for tracking Unit property (approximately 150 items) by ensuring new property is correctly added to the property management system and disposing of items at the end of their useful life. Obtained a Unit property audit with a result of 100% during the last two annual property audits. Manages administrative aspects of space planning, management, and logistics, including initiating and coordinating office assignments and/or moves. As the space organizer for the Unit, I was responsible for securing enough space for the entire Unit of 46 people to be located in one office area instead of being spread across three locations. Maintained appropriate data management systems by ensuring convicted offender profile information is accurately entered into FBI databases. Assist Unit management and forensic staff with various administrative tasks. Knowledge of computer programs such as Word, WordPerfect, PowerPoint, and Excel. Knowledge of multiple bureau policies and procedures, including property management, travel, and procurement policies. Assists management staff with travel vouchers upon completion of travel. Lockheed Martin - Systems Integration

08/2000 - 09/2009

Executive Assistant

Coordinate all travel and expense reports for executive staff. Gathered monthly project performance data from project managers for inclusion in monthly reports to clients. Maintained performance data for over 30 task orders under multiple contracts. Assisted in all phases of proposal review teams as well as with graphics and editing departments. Worked directly with management and consulting staff to prepare reports, Concepts of operations, presentations, and other documents for client delivery, often within a time-constrained environment (i.e., 1–2-day turnaround time). Applied software expertise in assisting staff with charts, graphs, presentations, and other document development. Served as the liaison between project managers and LM central office staff for time sheets, expense vouchers, work plans/task orders, contracts, personnel actions, mail, and payroll. Assisted the Accounting Department with calculating and printing payroll checks. Maintained executive staff calendar by scheduling meetings as appropriate. U.S. Navy

11/1992 - 07/2000

Yeoman Second Class (Admin LPO)

Six administrative assistants supervised hiring and training new team members, scheduling workflow, and ensuring deadlines were met. Supervised administrative staff providing services for over 200 personnel. Organized office operations and procedures, increasing productivity by 20 percent while sustaining a 50 percent reduction in personnel. Supervised staff members in their day-to-day operations, serving an organization of over 600 employees. Distributed workflow among the staff in the office. Ensured that staff members were well-trained in all areas necessary for their job performance. Prepared personnel evaluations and counseled individuals on their strengths and weaknesses. Prepared assessment for the entire staff and ensured timely review and submission. Conducted new employee orientation and employee benefits program review. Advised employees of Equal Employment Opportunity (EEO) Policy and Grievance/Redress procedures. Facilitated training workshops on Sexual Harassment Policies and Total Quality Management. Developed and prepared monthly reports containing the proposed travel plans and budget information for the Chief of Naval Operations for use by senior management. Planned and directed the training of personnel in office procedures, use of computers and software, and requisition of consumable supplies. Planned and directed training of personnel in the protection, retrieval, transfer, and disposal of official records.

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