Results-oriented financial analyst and strategic planning executive with a track record of enhancing programs and processes to improve efficiencies.
Overview
6
6
years of professional experience
Work History
Financial Management Analyst
National Capital Planning Commission
Washington, DC
02.2023 - Current
Responsible for accounts payable and accounts receivable for $8.7 million-dollar operating budget.
Prepare forecasting reports to provide agency leadership with clear and accurate financial advice and conduct analysis by interpreting historical data and economic trends to assess past performance and project future budgetary needs and risks.
Serve as the subject matter expert (SME) on the status of funds reports and present to senior leadership, as needed.
Maintain and conduct analyses of financial records to support agency expenditures and annual audit.
Review invoices for missing or incompatible information and collaborate with purchase requesters throughout the agency on needed corrections.
Reconcile discrepancies and prepare transaction files for closeout and audit.
Accurately and consistently applies internal controls to financial management systems and procedures.
Uses generally accepted accounting principles, policies, procedures, and federal accounting structures, following, and applying new developments as appropriate, to ensure proper use of accounting of the organization’s funds, integrity of the organizations records, and support of the organization’s financial status and procedures during audits.
Support presentation to Office of Management and Budget pertaining to annual budget justification.
Approving Official for government purchase card program.
Act as Contracting Officer Representative on more than 16 projects in fiscal year 2023.
Financial Management Specialist
National Capital Planning Commission
Washington, DC
09.2021 - 01.2023
Responsible for accounts payable and accounts receivable for $8 million-dollar operating budget.
Responsible for the execution of operating budget in partnership with the director of office administration via OBI.
Conducted quality review of all expenditures and obligation documents for compliance, auditing, and risk management.
Act as primary contact to respond to inquires about the status of pending and past payments for commercial and intergovernmental (IPAC) payment processing.
Provide oversight, instruction, and guidance to the NCPC purchase cardholders on appropriately reconciling and performing funds allocations for monthly purchase card statements via the on-line Citibank Card Management Database.
Provide oversight of the annual purchase card audit.
Maintain oversight and management of the NCPC’s fiscal status to include accruals, spending projections, and the status of purchase orders and balances.
Maintain and update process guides (SOP) and templates for continuity of the NCPC’s fiscal operations and procedures.
Provide support with the annual fiscal audit and participate in audit interviews.
Financial Analyst IV
FM Talent Source
Washington, DC
09.2018 - 09.2020
Responsible for accounts payable and accounts receivable for $7 million-dollar operating budget in partnership with the National Capital Planning Commission (NCPC) Director of Office Administration.
Responsible for analyzing the NCPC’s contracts to derive accuracy, total expected expenditures and meet with executives to verify status of projects in development and ensure projects are aligned with operating budget.
Lead and manage the government purchase card program through reconciliation and annual audit.
Staff Accountant
Capitol Business Solutions, LLC
Washington, DC
03.2018 - 12.2018
Responsible for accounts payable and accounts receivable for $7 million-dollar operating budget with the National Capital Planning Commission (NCPC) Chief Financial Officer.
Responsible for analyzing contracts to derive accuracy, total expected expenditures and meet with executives to verify status of projects in development to ensure projects are aligned with operating budget.
Partnered with the director of office administration on financial management transition from paper to digital paperless process.
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