Carolyn Holden
Summary
Highly skilled and results-oriented Management Analyst with extensive experience in all aspects of federal budget management, including execution. Proven ability to optimize resource allocation, ensure financial accuracy, and achieve cost savings through effective budget execution strategies. Adept at data analysis, financial reporting, financial systems requirements, systems testing, and collaborating with stakeholders across various departments to ensure smooth budget execution.
Overview
28
28
years of professional experience
Work History
Management Analyst
Department of Health & Human Services (HHS) - Office of the National Coordinator for Health Information Technology (ONC)
08.2017 - Current
- Formulate, execute, and monitor enterprise-wide program budgets to include: Reviewing daily status of funds, analyzing execution of funds, ensuring that budget documents form the proper foundation for budget limitations imposed by Congress or other authority as they relate to program execution and reporting, and financial management controls
- Preparing apportionments, allocating direct and reimbursable funds to programs, tracking obligations, and comparing to operating budget, and monitoring the budget and accounting system and analyzing reports
- Leads monthly and quarterly budget reviews by providing analysis and insights on ONC's budget execution
- Monitors spending and identifies potential issues, reporting the status to program managers and directorate leadership
- Develop and justify budget requests to ensuring alignment with program goals
- Utilize G-Invoicing to establish and manage IGT accounts for partner agencies within the G- Invoicing system, process incoming invoices from partner agencies for services rendered under the IAA, review and approve invoice details (e.g., services provided, costs, compliance with IAA terms) within G-Invoicing, initiate payments to partner agencies through G-Invoicing for approved invoices and generate reports from G-Invoicing to track IGT activity, monitor spending against allocated budgets, and ensure compliance with federal spending regulations
- Performing cost/benefit analysis and analyzing the cost-effectiveness of financial management systems and operations
- Oversee an integrated financial management system, managing budget, accounting, invoicing, and cost modeling to ensure accurate reporting
- Manage the Moving Allotment funding that the Office of the National Coordinator (ONC) receives within the Unified Financial Management System (UFMS)
- Oversee the allocation process: Analyze budget allocations and program needs to determine the most effective distribution of Moving Allotment funds across ONC program offices
- Utilize UFMS to create and manage budget allocation plans for each program office
- Coordinate with program office staff to ensure they understand their allocated budgets and reporting requirements
- Monitor and track allotments: Utilize UFMS functionalities to monitor fund disbursements and track spending by program offices
- Generate reports from UFMS to analyze spending trends and identify any deviations from allocation plans
- Prepare budget forecasts and justifications for potential adjustments to Moving Allotment allocations, as needed
- Providing direction in, designing, and implementing financial management information systems which include finance, accounting, budget, cost analysis, and management functions to include: Defining business requirements for enterprise financial system modernization project
- Lead Budget tester for enterprise financial system modernization project
- Utilize the Financial Business Intelligence System (FBIS) to perform in-depth financial data analysis and generate reports to support informed decision-making
- Oversee the implementation and adherence to financial oversight processes, such as charge card management administration policies, monthly budgetary reporting, and the administration of financial management systems
- Employ data analysis tools, machine learning, or robotics software products, such as Power BI, to extract insights from data
- Conduct regular financial data reconciliations from FBIS to resolve discrepancies
- Manage and oversee the closeout process at year-end, including resolving Undelivered Orders (UDOs) to ensure accurate financial reporting
- Prepare, document, and present annual budget formulation and execution reports
- Identify, analyze, and resolve complex budgetary problems, developing alternative solutions involving conflicting goals and objectives
- Perform the full range of budgetary functions and duties with all phases of the budget process, including detailed budget analysis and reporting, and oversight and completion of the year-end closeout process
- Coordinate the involvement of contract staff in the implementation of financial management systems, ensuring that assigned deliverables were completed on time and within budget
- Grants Solution Approver for Funding and Cooperative Agreements (CANs)
- Utilize the E-Government (E-Gov) travel system, specifically Concur Travel, to review and certify travel expense reports submitted by HHS employees
- Planning, conducting, managing, and monitoring the execution, authorization, obligation, and expenditures of approved budgets
- Manage monthly status of funds and analyzing undelivered orders, Reconciling financial data on funding actions to ensure accuracy, transparency, and total accountability
- Managing the development and submission of budget justifications for input to financial systems portfolio
- Formulating program budgets and lead budget submissions/justifications with supporting details, plans, and information
- Analyzing and resolving complex payment certification issues using the Unified Financial Management System (UFMS)
- Serving as a certifier, approver, and funding disburser for processing payments for direct obligations (Rent, Security, SSF, PRICES Networx/FTS) contracts, and Inter-agency Agreements (IAA)
- Actively participate in the implementation and rollout of a new financial management system or application, including software training and data migration
- Collaborating with management and project managers to gather future fiscal year requirements to provide programmatic information/cost estimates and prepare/justify annual budget submissions
- Achieved a 99.5% obligation rate for the FY2023 ONC budget, minimizing year-end carryover
- Streamlined the allocation process, transferring funds to program offices within one business day, improving access to critical resources
- Identified and implemented cost-saving measures exceeding $400,000, demonstrating fiscal responsibility and resource optimization
- Established a system for continuous cost-saving identification and tracking, leading to ongoing service improvements
Executive Secretariat/Contractor
Department of Health & Human Services (HHS) - Office of the National Coordinator for Health Information Technology (ONC)
02.2015 - 08.2017
- Managed and analyzed studies related to ethics, Executive Secretariat functions, FOIA administration, and records management
- Cleared policy briefing materials for the Secretary/National Coordinator, ensuring adherence to guidelines
- Managed correspondence from HHS and Congress, including FOIA requests and controlled correspondence
- Liaised with various stakeholders to troubleshoot policy and document-related issues
- Manage executive correspondence, decision packages, and action items for maximum stakeholder involvement
- Analyzed incoming correspondence to determine appropriate responses and draft initial drafts
- Maintained an automated system for tracking congressional inquiries and GAO requests
- Provided guidance and training on departmental and White House clearance processes
- Ensured proper vetting and review of documents by subject matter experts before submission
- Developed and implemented an internal tracker to analyze response timeliness
- Managed travel arrangements using an automated system and prepared vouchers/reports
- Streamlined the clearance process for policy and communication materials with a comprehensive SOP, likely saving time and improving efficiency
- Enhanced stakeholder communication and responsiveness by developing a robust SOP for managing departmental and ONC correspondence
Financial Management Specialist/Contractor
United States Secret Service (USSS)
02.2013 - 01.2015
- Executed, monitored, and analyzed enterprise-wide program budgets
- Advised management on budget preparation, justification, documentation, and submission
- Conducted cost-benefit analyses to evaluate financial management systems and operations
- Compiled programmatic data to forecast long-range funding needs
- Led the development and implementation of financial management information systems
- Planned, managed, and monitored budget execution, including authorization, obligation, and expenditures
- Manage budget execution reporting to ensure that appropriate financial structures and coding are applied to all financial transactions, resulting in accurate and informative internal reports
- Reconciled financial data to ensure accuracy, transparency, and accountability
- Prepared budget justifications and led budget submissions with supporting details
- Advised senior leadership on resource allocation for organizational operations
- Prepared budget defense documents and responded to inquiries from Congress and others
- Collaborated with management to gather future fiscal year requirements and prepare annual budget submissions
- Served as a lead budget analyst, coordinating all aspects of the budget process
- Supported CPIC processes for annual operating budgets and financial systems portfolios
- Acted as a Contracting Officer's Representative (COR) for acquiring new financial systems and services
- Serve as a technical expert over budget execution, and financial systems administration
- Served as budget subject matter expert for financial system IT projects, providing requirements and performing system testing
- Performed cost-benefit analyses to assess the cost-effectiveness of financial systems and operations
- Identified areas for improvement in operating policies and procedures
- Analyzed and reconciled financial data on funding actions to ensure accuracy
Management Analyst/Contractor
Department of Justice (DOJ)
07.2011 - 01.2013
- Performed cost-benefit analyses to evaluate financial management systems and operations
- Compiled programmatic data for long-range funding forecasts
- Identified opportunities to improve operating policies and procedures related to finance
- Led project teams in analyzing financial system processes, replacements, and new systems
- Managed the entire budget lifecycle, including planning, execution, monitoring, and analysis of enterprise-wide program budgets
- Reconciled financial data for accuracy, transparency, and accountability
- Developed and submitted budget justifications for financial systems portfolios
- Formulated program budgets and led submissions with supporting details
- Advised senior leadership on resource allocation and prepared budget defense materials
- Collaborated with management to gather future fiscal year requirements and prepare annual budget submissions
- Served as a lead budget analyst, overseeing all aspects of the budget process
- Supported CPIC processes for annual operating budgets and financial systems portfolios
- Acted as a Contracting Officer's Representative (COR) for acquiring new financial systems and services
- Participated in meetings with subject matter experts to review financial system IT projects and ensure compliance
- Managed the administrative needs of senior staff, including scheduling appointments, maintaining calendars, and preparing meeting notes
- Evaluated and improved administrative support systems for records, communications, and documentation
- Researched and recommended new business/management practices for agency programs
- Served as a COR for administrative contracts and contractor support for large studies
- Led study groups and steering committees to identify and implement operational improvements
- Analyzed new and proposed legislation/regulations for impact on program operations
- Coordinated conference calls, guest visits, office events, and meetings
- Prepared charts, graphs, meeting minutes, and presentations for senior staff
- Scheduled VIP travel arrangements, including flights, limousine services, and hotels
- Identified and analyzed organizational issues, problems, and challenges
- Reviewed and evaluated managerial policies and procedures for gaps and the impact of new legislation
- Provided technical advice on internal and external marketing initiatives and best practices
- Analyzed and evaluated work processes, policies, management practices, and work operations
- Formulated and evaluated solutions to organizational challenges
- Managed travel authorizations, vouchers, and compensatory time requests
- Conducted management surveys to assess compliance with agency regulations and staff utilization
- Served as a liaison for internal and external marketing and communication products
- Reviewed administrative audit and investigative reports for corrective actions
- Coordinated meetings and events, including location booking, catering, and materials preparation
- Managed SharePoint site, adding/removing users, hyperlinks, and troubleshooting
Executive Assistant/Contractor
United States Department of Agriculture (USDA)
04.2011 - 07.2011
- Provided Executive Assistant support to senior leadership, coordinating conference calls, customer meetings, travel arrangements, and related documentation
- Managed calendars, events, and travel arrangements for staff and visitors
- Served as the point of contact for the Washington, DC office, coordinating meetings with senior USDA officials
- Created presentations (PowerPoint and Excel) for internal and external audiences
- Prepared outgoing correspondence, ensuring proper format and style
- Managed marketing projects, including presentations and vendor proposals
- Maintained filing systems (physical and digital) for program documents
Executive Assistant
Harkins Cunningham, LLP
06.1997 - 05.2011
- Provided comprehensive Executive Assistant support to law firm partners and associates
- Managed calendars, scheduling appointments, and maintaining partner schedules
- Managed travel arrangements for partners
- Coordinated conference calls, received calls, screened inquiries, and directed calls/visitors appropriately
- Developed correspondence (e.g., emails, letters) reflecting partners' intent on key issues
- Planned, scheduled, and supervised major projects analyzing and evaluating program office goals and objectives
Education
Master's - Business Administration
University of Phoenix
Columbia, Maryland10.2017
Bachelor's - Business
University of Phoenix
Columbia, Maryland01.2015
Associates - Information Technology/Web Design
University of Phoenix
Columbia, Maryland01.2011
Skills
- Allocation & Disbursement
- Monitoring & Reporting
- Obligation & Expenditure
- Budget Reconciliation
- Budget Forecasting
- Financial Statements
- Financial Reporting
- Investigating Variances
- Training and Development
- Staff Management
- Communication & Collaboration
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Unified Financial Management System (UFMS)
- G-Invoicing System
- Financial Business Intelligence System (FBIS)
- E-Gov/Concur Travel System
- Grants Solution
- SharePoint
- Freedom of Information Act (FOIA)
- Secretary's Policy System (SPS)
- PRICES Online Viewer
- Power BI
- Tableau
Awards
- Incentive Award
- Length of Service Award
- Excellence in Professional Administrative Specialty Award
- Rock Star Award
- Honorary Award/ONC’s Operations System for Tracking and Reconciliation (OpSTAR)
Timeline
Management Analyst
Department of Health & Human Services (HHS) - Office of the National Coordinator for Health Information Technology (ONC)
08.2017 - Current
Executive Secretariat/Contractor
Department of Health & Human Services (HHS) - Office of the National Coordinator for Health Information Technology (ONC)
02.2015 - 08.2017
Financial Management Specialist/Contractor
United States Secret Service (USSS)
02.2013 - 01.2015
Management Analyst/Contractor
Department of Justice (DOJ)
07.2011 - 01.2013
Executive Assistant/Contractor
United States Department of Agriculture (USDA)
04.2011 - 07.2011
Executive Assistant
Harkins Cunningham, LLP
06.1997 - 05.2011
Bachelor's - Business
University of Phoenix
Associates - Information Technology/Web Design
University of Phoenix
Master's - Business Administration
University of Phoenix
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