Carol Colicchio
Punta Gorda,Florida
Summary
Seasoned senior financial analyst with a proven track record of driving financial performance and strategic decision-making. Experienced in financial planning, forecasting, and analysis. Skilled in identifying trends, interpreting data, and providing actionable insights to support business objectives. Strong analytical, communication, and leadership abilities, with a focus on delivering results and adding value to the organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst (Disaster/Grant Section)
Charlotte County Board of Commissioners
Port Charlotte, USA
01.2022 - Current
- I utilize departmental policies to manage the financial components of federal and state grants, which include meeting deadlines, analyzing departmental costs, submitting quarterly reimbursement reports, and grant close-outs. Due to multiple hurricanes, I have become specialized in FEMA grant procedures, policies, and documentation.
- Through the use of GAAP standards, I prepare, interpret, and maintain complex, complete, and accurate accounting reports, which allow me to make recommendations and act in solving problems. These skills assist me in prioritizing and organizing work.
- I communicate effectively with stakeholders, funding agencies, and management to establish and maintain effective working relationships. These skills allow me to provide exceptional customer assistance, problem-solving, and complaint resolution.
- Delivered PowerPoint presentations for the county's annual hurricane prep and storm reporting to multiple departments. Provide updated information to all county departments for disaster recovery processes.
- I plan, organize, and direct work for the Fiscal Grant Division's temporary employees and volunteer staff in the county's procedures for tracking damages, expenses, and labor to meet FEMA requirements, to maximize storm damage reimbursements.
- I perform lead responsibilities relating to FEMA/FDEM processes for tracking, documenting, and submitting reimbursement requests. I attend or lead (as needed) weekly meetings with stakeholders, FEMA/FDEM representatives, and their consultants to provide source documentation, request regulation guidance, or update the status of projects.
- Trained new professionals on corporate policies and objectives and provided mentoring and assistance, which improved overall retention and morale.
- I prepare project adjustments, journal entries, budget amendments, and Legistar items as required. I participate in annual audits due to the high financial value of the grants I manage.
Financial Analyst (Community Development)
Charlotte County Board of Commissioners
Port Charlotte, USA
01.2021 - 01.2022
- Preparation of the annual budget for the department through discussions with BCS management, and analysis of prior, current expenditures, and revenues. Consideration of potential department growth, statutory changes, and fiscal procedures was the guideline followed to create the new budget.
- Preparation of the Budget Pie Chart / PBB Book for all departments. This process included reformatting each page to a unified layout for the Commissioner’s review and public website posting.
- Provide financial statements, and answer questions at monthly and quarterly business meetings, BIOC meetings, and to fiscal management as requested. Review and update of monthly projections for management.
- Track and prepare journal entries for MSBU districts' impact fees, building rent, and quarterly state permit surcharge fees.
- Maintained budget and cash flow for fund budgets for unplanned expenditures, and prepared budget adjustments as needed.
- Researched refunds using Accela, and approval of customer refunds. Investigated and rectified differences between the Banner and Eden software.
- Completed monthly reconciliations for various CCU revenue and balance sheet accounts. Assisted the senior CCU analyst with escrow refunds, water reports, and daily revenue tracking.
- Prepared accounting reconciliations for bond releases.
- Analyzed budgets for monthly and quarterly projection meetings.
- Participated in the annual inventory audit for Public Works and CCU.
Accounting Specialist
Charlotte County Board of Commissioners
Port Charlotte, USA
05.2015 - 01.2021
- Performed reconciliations for Visa accounts with monthly expenditures in excess of $225,000.
- Prepared accurate monthly and quarterly journal entries for the Finance Department, for various departments.
- Completed monthly internal CCU journal entries for county accounts.
- Analyzed and researched financial reporting issues as part of a continual improvement process. Drafted new SOPs as necessary. Prepare reports for my manager, project managers, and stakeholders upon request.
- Performed accounts receivable and accounts payable functions for multiple departments.
- Partnered with the Purchasing and Finance departments for procurement, invoices, retainage releases, and contract issues.
- Acted as the liaison to multiple vendors and departments for electric, gas, water, phones, dumpsters, and data services.
- Administration of countywide energy management tracking software. Monitor and analyze countywide utility usage. Restructured user interface, allowing for mass utilization by county personnel.
- Train new employees on governmental accounting principles and organizational procedures.
Education
B.A.S. - Business Management
Rasmussen University
Fort Myers, FloridaA.O.S. - Accounting
Rochester Business Institute
Rochester, New YorkSkills
- Auditing procedures
- Planning and analysis
- Budget forecasting
- Financial management
- Account reconciliation
- Annual budgets
Emergency Management Institute (EMI) Independent Study
Successfully Completed Courses:
1. Substantiating Diaster Related Damages to Building, Contents, Vehicles, and Equipment (IS-01022 CEU: .20)
2. Public Assistance Donated Resources (IS-01020 CEU: .3)
3. Conditions of Public Assistance Grant (IS-01009 CEU: .7)
4. Scope of Work Development (Scoping and Costing) (IS-01008 CEU: .5)
5. Detailed Damage Description and Dimensions (IS-1007 CEU: .5)
6. Documenting Disaster Damage and Developing Project Files (IS-01006 CEU:.5)
7. Public Assistance Program and Eligibility (IS-01000 CEU: .8)
Transcript available upon request. I plan to continue these courses.
Software/Agency Portal Experience
- Excel
- SharePoint
- FEMA Grants Portal
- FLPA.org (State of Florida)
- FDEM.org (Florida Department of Emergency Management)
- WEB EOC (Disaster Planning, Recovery, Missions, and Communication system)
- Survey 123 (Primary damage tracking after a disaster)
- Munis (Formally Taylor Eden)
- Microsoft Word, PowerPoint, BI, and Teams
- US Treasury (Cares and ARPA)
Certification
- Charlotte County Leadership Development Program graduate: I was elected team leader by my peers. I led the development of a group project that resulted in a new fulltime position titled Social Media Manager.
- Six Sigma Green Belt Certified: Participated in a team that analyzed and found improvements in the IT Department's repair ticket request process.
Affiliations
- Chosen by leadership to participate in a committee to review and improve the County's annual review process.
- SharePoint Improvement Team - we recreated the Fiscal Home and the FEMA pages in the new SharePoint format.
- BI Team - part of a team that created multiple dashboards for the Fiscal Department that were geared to finding information quickly and accurately.
- Business Intelligence Committee that reviewed and make recommendations for a dashboard software system.
- Past participant of the Charlotte County Toastmasters Group.
Timeline
Senior Financial Analyst (Disaster/Grant Section)
Charlotte County Board of Commissioners
01.2022 - Current
Financial Analyst (Community Development)
Charlotte County Board of Commissioners
01.2021 - 01.2022
Accounting Specialist
Charlotte County Board of Commissioners
05.2015 - 01.2021
- Charlotte County Leadership Development Program graduate: I was elected team leader by my peers. I led the development of a group project that resulted in a new fulltime position titled Social Media Manager.
- Six Sigma Green Belt Certified: Participated in a team that analyzed and found improvements in the IT Department's repair ticket request process.
B.A.S. - Business Management
Rasmussen University
A.O.S. - Accounting
Rochester Business Institute
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