Influential Senior Financial Analyst eagerly pursuing Business Financial Manager role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst
V2X
06.2023 - Current
Provide financial support to PMA-265 Foreign Military Sales (FMS) Royal Canadian Air Force (RCAF) Business Financial Manager (BFM)
Collect and review various annual labor spend plans to create outyear budgets, which are input and maintained in Common Spend Plan Tool (CSPT) to ensure accuracy of hours/avoid overplanning.
Gather various financial information including DCERTs, RP01s, RP069s when preparing a new case or a case amendment/revision.
Analyze the above-mentioned reports to determine the necessary appropriations and funding amounts needed for each RSN on a new case and submit completed DCERT to the Case Development Team (CDT).
Assist with amending or revising existing cases that need funds added or realigned, appropriations added or deleted,
FINANCIAL ANALYST
KBR
01.2019 - 06.2023
Provide financial support to PMA-265 Foreign Military Sales (FMS) Royal Australian Air Force (RAAF) Business Financial Managers (BFMs)
Initiate, execute and modify funding documents and internal budgeting structures using the financial system, Navy Enterprise Resource Planning (NERP)
Collect and review various annual labor spend plans to create outyear budgets, which are input and maintained in Common Spend Plan Tool (CSPT) to ensure accuracy of hours/avoid overplanning
Monthly reconciliation of case funds using the following systems: Management Information System for International Logistics (MISIL), Defense Integrated Financial System (DIFS), Security Cooperation Information Portal (SCIP), Information Warehouse (IW) and Case Reconciliation Tool (CRT)
Assist with updating quarterly program status reports submitted for Federal Management Regulations (FMRs)
Pull necessary reports necessary reports via MISIL and Info Warehouse to aid with LOA planning and other relevant budgeting items presented to the customer
Review contracts and modifications to update records with relevant funding and delivery schedule information
Daily tracking and analysis of commitments, obligations and expenditures on current funding documents utilizing various Excel spreadsheets
Complete special financial projects and data calls at the request of the customer.
LICENSED PRODUCTION ASSISTANT
FIRST HOME
06.2015 - 01.2019
Provided administrative and marketing support functions for clients, borrowers, and business partners, closing between $14-20 million in loan volume annually
Prepared borrower pre-approvals and cost estimates based on various factors, including debt-to-income ratio; then generated interest rates to consumers based on loan type and most suitable program
Generated marketing and data pipeline and production reports of loan summaries, collected and securely managed client data, and managed client communication throughout the duration of their loan.