Summary
Overview
Work History
Education
Skills
Timeline
Generic

Albert Isais

Parkville,MO

Summary

Experienced financial professional with a strong background in financial planning and analysis. Demonstrated expertise in budgeting, forecasting, and financial modeling, resulting in successful implementation of strategic initiatives and improved financial performance. Committed to fostering collaboration within teams and achieving tangible results, while remaining adaptable to evolving business requirements. Recognized for reliability and effective communication skills, ensuring seamless integration of financial strategies with operational goals.

Overview

36
36
years of professional experience

Work History

Capital Planning and Investment Controls Manager

Department of Treasury
04.2019 - Current
  • Serve as Capital Planning and Investment Control (CPIC) for International Treasury Services (ITS.gov) and Automated Standard Applications for Payments (ASAP) Investment Portfolio’s within the Department of Treasury
  • Partner with various Stakeholders to obtain business, financial, and technical data to plan, develop, forecast, and execute each investments annual budget submissions to the Office of Management and Business (OMB).
  • Execute core financial processes, monitoring and analyzing budgetary matters to achieve financial accountability and transparency, ensuring each investment align with Treasury's mission and strategic business needs while minimizing risks and maximizing returns through the investment’s lifecycle.
  • Formulate and present monthly Executive Reviews which accurately portray an investments status, financial health, schedule compliance, and variance shifts using advanced software proficiencies.
  • Participated in the Bureau’s Enterprise Portfolio Rationalization and Cost Optimization Pilot. Designed to create a repeatable and sustainable methodology to rationalize the IT footprint, and gain insights to enable better strategic conversations and decision making to optimize enterprise IT portfolio costs and improve the delivery of key mission and business services


Technical Project Manager

Department of Defense
03.2015 - 04.2019
  • As Funds Administrator, I was personally accountable for the administration of the Planning and Execution budget totaling $40M in accordance with Department of Defense guidelines.
  • Prepared monthly documents, reports and presentations for executives and board members using advanced software proficiencies.
  • Created organizational structures to improve accounting and finance functions.
  • Collaborated closely with cross-functional teams to ensure seamless communication and information sharing throughout project lifecycles.
  • Served as technical liaison, supporting engineering, management, procurement, sales, and marketing, quality assurance and supply base.
  • Established clear lines of communication between stakeholders by creating detailed status updates that kept everyone apprised of critical milestones throughout each stage of the project.
  • Using extensive experience and business management skills, I identified issues and provided different COA’s (Course of Actions) for solving problems associated with the introduction and adaption of new concepts and innovative approaches to resolve administrative and technical problems.

Military Supervisor

United States Navy
10.1988 - 10.2014
  • 26 years of initiating and delivering sustained results and effective change within the Department of Defense across a wide range of responsibilities including capital planning, project and program management, compliance, financial analysis, and equal opportunity
  • Ardent about forming strong and successful relationships
  • Effective at motivating and inspiring peers and subordinates alike to exert the effort necessary to attain organizational goals and transforming individuals into top performers
  • Demonstrates success with driving cross-functional processes, analyzing team strengths, and leveraging individual assets to develop opportunities that further establish the organizations mission
  • Ability to handle multiple assignments; read and interpret customer specification requirements. Reviewed project/production schedules and other resource planning documents.
  • Established and maintained effective relationships with advanced stakeholders and customer representatives to acquire information needed for making decisions involving scheduling and commitment of resources in areas where a significant cost increase may be incurred or where the end date of the availability may be in jeopardy.
  • Displays the highest degree of integrity and respect. Consistent, dependable and accurate in carrying out responsibilities to a successful conclusion.


Education

MBA - Finance, Business Management

University of Phoenix
Tempe, AZ
08-2018

BBA -

University of Phoenix
Tempe, AZ
03-2017

No Degree - Federal Acquisition Cert Program/Project MGMT

Defense Acquisition University
Fort Belvoir, VA
12-2024

Skills

  • Analytical Thinking
  • Investment Strategy Oversight
  • Risk assessment
  • Budget Variance Evaluation
  • Financial modeling
  • Teamwork and collaboration
  • Adaptability and flexibility
  • Budget Planning
  • Project management
  • Quantitative Assessment
  • Financial analysis and reporting
  • Stakeholder management

Timeline

Capital Planning and Investment Controls Manager

Department of Treasury
04.2019 - Current

Technical Project Manager

Department of Defense
03.2015 - 04.2019

Military Supervisor

United States Navy
10.1988 - 10.2014

MBA - Finance, Business Management

University of Phoenix

BBA -

University of Phoenix

No Degree - Federal Acquisition Cert Program/Project MGMT

Defense Acquisition University
Albert Isais