Senior Financial Planning & Analysis Specialist Resume

WILLIAM A. LAKE

Springfield, VA ***** • 571-***-**** • *******.********@*****.***

LinkedIn: linkedin.com/in/lake-william-b305108

PROFESSIONAL SUMMARY -

Strategic Finance Leader and MBA with 20+ years of experience across Federal (US Navy, USMC), Municipal (DC Water), and Non-Profit sectors. Expert in managing massive capital programs ($500M+) and leading high-performing finance teams. Proven track record in leveraging N-ERP, Hyperion, and advanced financial modeling to drive fiscal transparency, automate reporting, and optimize multi-million dollar budgets.

CORE COMPETENCIES :

●FP&A: Budgeting & Forecasting, Capital Program Management ($500M+), Variance Analysis, Cost-Benefit Analysis.

●Systems: N-ERP, SAP, Lawson-Infor, Hyperion, Advana, WAWF, Primavera P6, Advanced Excel (VBA/Macros).

●Leadership: Executive Stakeholder Management, Team Leadership (4+ staff), Process Automation, Regulatory Compliance.

PROFESSIONAL EXPERIENCE

SOSERCO INC. Springfield, VA

Independent Financial Consultant May 2018 – Present

●Strategic Advisory: Serve as a high-level financial consultant for short-term engagements, providing expert analysis in project budgeting and international financial operations.

●Trade Finance: Negotiate complex financial instruments and letters of credit to facilitate international trade, modeling financial flows to ensure transparency with global financial institutions.

●Financial Strategy: Developed projections and forecasts for trade imports/exports, coordinating disparate accounting definitions to streamline multi-market processing and resource allocation.

AVIAN INC. Arlington, VA

Senior Financial Analyst (Office of Naval Research - Code 35) Oct 2024 – Jun 2025

●Financial Orchestration: Directed financial execution for Code 35 using N-ERP, maintaining 100% data integrity and transparency across complex Navy funding lines.

●Strategic Reporting: Engineered executive-level forecasting models that identified critical budget variances, enabling leadership to make data-driven decisions on mission-critical programs.

●Process Optimization: Streamlined documentation workflows within N-ERP, reducing manual entry errors and accelerating the budget lifecycle to meet strategic objectives.

LUMBEE TRIBE HOLDINGS Stafford, VA

Senior Financial Analyst IV (USMC / PEO Land Services) Sep 2023 – Jun 2024

●Audit & Accuracy: Spearheaded financial document assessments within the Audit Research Group (ARG), driving a 30% increase in reporting accuracy through rigorous variance analysis.

●Discrepancy Resolution: Led forensic investigations into financial discrepancies and ULOs, utilizing cost-benefit analysis to reconcile historical data and restore project budget integrity.

AMERICAN CORRECTIONAL ASSOCIATION Alexandria, VA

Director of Finance and Human Resources Mar 2021 – Aug 2023

●Executive Stewardship: Directed all financial and HR operations for a legacy $XM non-profit; modernized the reporting framework to support long-term sustainability for 8,000+ members.

●Team Leadership: Mentored and managed a cross-functional team of 4, re-engineering departmental workflows to increase productivity and ensure 100% GAAP/Regulatory compliance.

●Strategic FP&A: Spearheaded multi-year financial forecasting and strategic planning, aligning budgets with mission goals to optimize resource allocation.

DC WATER AND SEWER AUTHORITY Washington, DC

Senior Financial Analyst Oct 2012 – Apr 2018

●Capital Management: Managed financial oversight for a $500 Million Capital Spending Program, ensuring transparency for the Board of Directors and executive stakeholders.

●System Integration: Coordinated the alignment of Primavera P6 (Project Management) with Lawson-Infor (Accounting), standardizing multi-departmental funding procedures.

INTERNATIONAL INTRANCO INC. Fairfax, VA

Senior Financial Analyst / Operations Jan 2003 – Sep 2012

●Operational Growth: Directed a 4-person finance team, scaling the enterprise from a start-up to over $20M in exports through automated financial modeling and KPI development.

EDUCATION

George Washington University, Washington, DC

●MBA, Finance * BA, Economics

LANGUAGES

●Spanish (Fluent), French (Professional), German (Basic)

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