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Financial/Budget Analyst

Location:
Fairfax, VA, 22030
Posted:
May 23, 2012

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Resume:

DE ARMOND J CARTER

*** ********** ** ** ******, VA 22180

(H) 703-***-****

(C) 703-***-****

Email: ym8hld@r.postjobfree.com

Professional Summary: Financial and Budget Analyst with more than 20 years of budgeting experience. Expertise includes analyzing, reviewing, and interpreting materials used to justify budget submission. Highly skilled in preparing financial reports, allocating and monitoring budgets, and coordinating forecasting process. Proven ability to develop electronic reporting tools and improve quality and efficiency of work. Possess excellent verbal and written communication skills; effectively explain and present technical information to a variety of audiences. Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and some knowledge of Access.

Professional Experience

Budget Analyst 01/2011 – 10/2011

U.S. Patent & Trademark Office, 600 Dulany St Alexandria, VA 22314

Formulated, justified, presented, and executed Information Technology Budget worth $5.8B focused on delivering state-of-the art computerized Patent and Trademark systems resulting in electronic patent and trademark filings and reporting.

• Articulated budget concerns and issues with Team Lead and Director to ensure accuracy of data prior to meetings.

• Prepared IT budget for Senior Executive Review meeting using Excel and Powerpoint.

• Wrote narratives for IT budget justification for Strategic Mission-Management; submitted to Budget Office for review.

Accomplishments:

• Received kudos from Team Lead and peers for the Kick-off of the Fiscal Year 2013 Budget Formulation process.

• Performed outstanding job on the IT Presentation slides; received no questions from Senior Executives in attendance.

• Uploaded Final Fiscal Year 2012 budget data successfully with few adjustments.

• Recommended SharePoint Access utilization resulted in creation of Access form for usage by IT customers; approved by Director.

Business Applications Project Manager 01/2006 – 12/2008

Freddie Mac, 8250 Jones Branch Drive McLean, VA 22102 12/1998-12/2008

Managed, monitored, and consolidated Finance Division Initiatives Portfolio budget valued at $279.3M that focused on delivering state-of-the-art computerized accounting system for operational efficiency and effectiveness for corporate reporting.

• Consolidated, articulated, and presented Finance Division Initiative Programs’ budget large variance explanations and business results with Vice-President of the Finance Transformation Office, including divisional Vice-Presidents and Directors.

• Collaborated with internal business groups to develop key business strategies and budgets to support Finance Division’s goals and objectives.

• Wrote monthly Initiatives and Program business results to align with milestones and dollars spent.

• Identified as Subject Matter Expert on new project planning and reporting tool; trained Finance Division and other company to become proficient users.

• Conducted monthly meetings for presentation and status reporting of non-major Programs and Projects to Vice-President, Directors, and stakeholders.

Accomplishments:

• Received Partnership Award for work on Project Portfolio Management Tool and outstanding customer service.

• Developed electronic reporting tool focusing on financial analysis and narratives, reducing manual entry from 1.5 hours to 20 minutes.

• Acted as Program Managers for two Corporate Programs to monitor financials and activities that resulted in both programs stayed within budgets including achieved stated goals and objectives.

• Created monthly Finance Division Program Metrics Report for senior and executive reporting.

Sr. Planning, Budgeting, Control Accounting Analyst 04/2004-01/2006

Allocated and monitored Expense Budgets of $118.5M for Change Management and Single-Family Operations Divisions using Excel spreadsheets; coordinated annual budgeting and quarterly forecasts. Monitored and tracked budget/forecasted versus actual expenses; prepared and presented Management Summary Report tracking budget and expenses; and documented business results on monthly basis using charts, graphs, and statistical materials.

• Consulted and advised Division Controllers and Contacts on Budget/HR activities and analysis.

• Tested both Human Resources and Budget systems prior to implementation.

• Devised tracking system to manage operating budgets.

Accomplishments:

• Recognized with 2004 Premier Achievement Award for managing and leading 2003 year-end accounting reconciliation process in which 99% of expenses were paid vs. 75% prior year.

• Developed electronic reporting tool to consolidate 30 cost centers data into one report; reduced manual entries from two hours to 20 minutes.

• Transferred and promoted to Business Application Projects Manager.

Senior Budget Analyst 02/2002-04/2004

Formulated, allocated and monitored General & Administrative Expense Budgets of $90.0M for the Single-Family Operations Divisions using Excel spreadsheets.

• Coordinated Annual Budgeting and Quarterly Forecasting Processes using Salary Management Tools and Peoplesoft Budgeting Tool for analysis.

• Wrote commentary to budget vs. forecasted variances that included business results.

• Monitored and analyzed salaries and expenditures measuring year-end trends.

• Developed Cost Control measures to control 2002 expenses in preparation for 2003 Annual Budget according to new corporate policy.

• Led and formulated the 2003 Q2 forecast for the division.

• Utilized pivot tables to capture raw data into readable format for analysis and presentation.

Accomplishments:

• Administered cost management strategy by eliminating 47 vacancies, produced an approximate object class savings of $1.7M; resulting in current employees stayed with the company.

• Received an Encore Award for leading the 2nd Quarter 2003 forecasting process.

• Promoted to Sr. Planning, Budgeting, Control Accounting Analyst.

Financial Analyst 12/1998-01/2002

Led and served as Point of Contact for Fixed Asset Annual Budget and Quarterly Forecasts. Managed and updated monthly Technology Division Reports to interpret and summarize complex technical and financial data into comprehensive and meaningful reports; communicated results to senior management.

• Assisted in division planning and budgeting development activities to ensure targets were met and strategies were implemented.

• Coordinated and utilized Powerpoint to update and report financial and technical data in presentation package for quarterly Technology Forum meetings; developed working relationships with all echelons of management.

• Performed trend analysis for capital acquisitions and spend plans for annual budget and quarterly forecasts.

Accomplishments:

• Earned “Stepping Up-To-The Plate” Award for taking initiative to lead and coordinate activities for Technology Forum meetings.

• Transferred and promoted to Senior Budget Analyst.

Consultant, Financial Analyst (Freddie Mac) 12/1998-12/2008

Don Richard & Associates (now Randstad)

8150 Leesburg Pike Ste A1 Vienna, VA 22182

Developed, updated, and prepared Financial Reports for monthly and quarterly meetings. Consolidated and analyzed monthly expenditures budget vs. actual spending variances for senior management presentation. Assisted Multi-Year Planning Process; coordinated and implemented Compensation Planning Process.

• Prepared metric reports for monthly and quarterly management meetings.

• Managed and tracked $100M budget using Excel and PowerPoint.

• Coordinated and managed Employees’ Salary Performance Management system.

Accomplishments:

• Trained new hires for the Financial Analyst and HR positions.

EDUCATION: The American University Washington, DC

Bachelor’s Degree, Business Administration – December 1986

COMPUTER SKILLS: MS Office Suite 2010 – Word, Excel, PowerPoint, Outlook, with some knowledge of Access.

SYSTEM SKILLS: Project Portfolio Management (PPM) Tool.

WEB-BASED SYSTEM: PeopleSoft Suite-Financials, Budgeting, Accounts Payable/Purchase Order (AP/PO), nVision, Query, and Basic Crystal Query; Salary Tracking Accounting Reporting System (STAR), Salary Planning, Bonus and Merit Systems; and SharePoint 2010.

AWARDS:

10 Years of Service Award – December 2008

Partnership Award – May 2007

Best Effects Award – December 2006

Premier Achievement Award – May 2004

Encore Award – April 2003

Stepping Up to the Plate – June 2001



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