Analytical Budget Officer with robust background in budget management, financial analysis, and strategic planning. Proficient in streamlining budget processes and implementing cost-saving measures. Demonstrated ability to effectively manage forecasting and financial reporting. Known for exceptional teamwork and achieving goals with precision. Adept at navigating dynamic environments with strong analytical and strategic planning skills.
Overview
21
21
years of professional experience
Work History
Branch Chief - GS-560: GS-15
U.S. Department of Education Federal Student Aid
01.2025 - Current
Serve as Chief of the Budget and Finance Branch of the Office of Management & Planning (OMP) Division, ensuring proper allocation of Title IV Student Aid Administration funding across all Federal Student Aid (FSA) program initiatives.
Oversee budget planning and submissions for FSA's annual budget of approximately $1.8 billion, coordinating with program Project Managers (PMs), Contracting Officer’s Representatives (CORs), and finance teams.
Manage budget teams to monitor funding levels, ensuring availability and obligation of funds prior to service start dates.
Oversee the requisition process to draw funds against budget initiatives accurately and timely, tracking potential de-obligations for repurposing to support unfunded initiatives.
Act as a Subject Matter Expert (SME) on the Interagency Agreement (IAA) process to facilitate funding obligations.
Work with the FSA Leadership Council to ensure operational and budget needs are met promptly, preventing lapses in service.
Provide expert consultation on strategies for meeting budget initiatives and address issues like budget shortfalls through high-quality solutions.
Collaborate with various departments to resolve budget-related challenges and support the establishment of IAA and intra-agency agreements.
Provide risk management and conflict resolution across team.
Ensure effective budget management and oversight to ensure deliverables are met.
Facilitated smooth transitions during times of organizational change by providing clear direction to staff members about expectations during restructuring periods.
Conducted regular audits to maintain strict compliance with internal controls, proactively addressing any discrepancies or concerns that arose during the process.
Supervisory Budget Analyst - GS 560: GS-15
U.S. Department of Education Federal Student Aid
05.2022 - 01.2025
As the Budget Officer for the Partner Participation & Oversight (PPO) Directorate, I ensured Title IV Student Aid Administration funding was allocated effectively to support loan origination, disbursement, compliance, training, and enforcement services.
Managed the annual budget planning and submission of PPO initiatives totaling approximately $250 million, contributing to the Federal Student Aid (FSA) budget for the Department of Education and Congress.
Provided oversight to the front office Budget Contact and coordinated with PPO Program Managers and FSA Finance to submit budget requests for the next fiscal year.
Responded to budget execution needs, detailing allocations and strategies for current and future periods.
Strategized with PPO senior leaders to advance budget initiatives amid constraints imposed by funding authorities.
Ensured compliance with operational contract needs through coordination with PPO staff, preventing lapses in services and funding shortfalls. Regular meetings with FSA Finance and the FSA Budget Group Director allowed me to address urgent budget requirements and submit requests for additional funding as needed.
Oversaw budget execution activities, including requisitions and approvals for commitments to FSA Finance and Acquisitions.
Provided senior leaders updates on budget matters and maintained open communication with my team, fostering a collaborative environment to support their development and ensure project timelines were met.
Evaluated procurement needs and projected expenditures.
Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
Supervisory Financial Management & Program Analyst
U.S. Department of Education Federal Student Aid
03.2020 - 05.2022
Served as the Budget Contact for the Partner Management and Support Services (PMSS) Branch in the PPO Directorate.
Managed budget planning and submissions for PMSS, contributing to the overall PPO budget submission to FSA Finance. This involved coordinating with PMSS Project Managers, CORs, program staff, and FSA Finance to prepare budget requests for the upcoming fiscal year.
Monitored funding levels, ensuring funds were obligated before service start dates and reviewed requisitions against budget initiatives.
Provided strategic advice to senior leadership on funding needs and identified trends impacting budget management.
Established interagency agreements supporting FSA processes and oversaw the review and funding of PMSS Interagency and Computer Matching Agreements in collaboration with the Office of General Counsel and other departments.
Processed Purchase Card packages for audits and led my team in promoting quality service and collaboration across units.
Set team goals, communicated development opportunities, and motivated staff to support our mission of serving students and their families.
Implemented quality assurance measures, leading to a significant reduction in errors and rework.
Identified opportunities for process improvement, resulting in increased operational efficiency across the organization.
Supervisory Financial Management & Program Analyst
U.S. Department of Education Federal Student Aid Business Operations
11.2018 - 03.2020
Served as the Supervisor of the Business Operations Budget Management Services Branch in the Contract Oversight Division, providing leadership and responsive service to internal and external customers.
Collaborated with Federal Student Aid (FSA) staff to recommend and justify new budget initiatives.
Identified issues and implemented strategies to resolve problems affecting the organization’s mission.
Managed budget planning, submission of initiatives, and coordinated with Program Managers, Contracting Officer Representatives (CORs), and the Acquisitions team to project accurate budget costs.
Monitored funding levels with CORs to ensure availability before service start dates, reviewed requisitions against budget initiatives, and advised senior leadership on trends impacting budget planning.
Facilitated interagency agreements supporting FSA processes, collaborating with various offices for approval and payment processes.
Managed Purchase Card audits, promoted team collaboration, set goals, informed staff of development opportunities, and kept them updated on leadership.
Series: GS-0501
Pay Plan: GS
Grade: 13
Program Specialist
US Department of Education Federal Student Aid Business Operations
10.2015 - 11.2018
Facilitated the establishment of inter-agency and intra-agency agreements supporting FSA processes and served as the main point of contact.
Coordinated the renewal process for Inter-Agency and Computer Matching Agreements (CMA) by developing timelines for Memoranda of Understanding (MOU) and CMA renewals, ensuring timely reviews from the Office of General Counsel (OGC), Office of the Chief Information Officer (OCIO), and Acquisitions.
Actively tracked renewal activities, communicated milestones, and escalated unresolved issues to management.
Identified and resolved issues independently, ensuring timely participation from all involved parties.
Maintained all relevant agreement documents and coordinated with various departments to process purchase requests and funding promptly.
In my investment management support role, I collaborated with Program and Project Managers and Contracting Officer Representatives (CORs) to project current and future budget costs.
Reviewed and analyzed Investment Requests (IRs) quarterly and monitored funding levels to ensure timely obligations for services. I also coordinated the creation of new IRs as needed and facilitated the processing of Purchase Card packages for audits.
U.S. Department of Education Office of the Chief Financial Officer
02.2004 - 10.2015
Oversaw the review of indirect cost rate proposals for state and local governments and non-profit organizations receiving direct federal funding from the U.S. Department of Education.
Conducted analyses to ensure clarity and appropriate documentation in line with internal policies and the standards of the Office of Management and Budget (OMB) Uniform Guidance, Federal Acquisition Regulations (FAR), and the Education Department’s General Administrative Regulations (EDGAR).
Identified significant cost increases and unallowable expenses in proposals, facilitating discussions with grantees to resolve issues.
Negotiated with grantees to reconcile proposals with audited supporting schedules and financial documents, leading to effective resolutions and supported indirect cost rates.
Fostered productive interactions with internal and external stakeholders to enhance understanding of cost allocation.
Provided technical assistance through training sessions, presentations, and site visits, supporting State Education Agencies (SEA), Local Education Agencies (LEA), and State Agencies (SA) in their proposal development.
Collaborated with team members to identify major planning challenges and develop alternative solutions.
Created training materials and guidance for SEA and LEA representatives to aid in proposal revisions while offering policy advice to the OMB Uniform Guidance panel.
Education
Bachelor's Degree - Business Management
Southeastern University
Washington, DC
06.2003
Skills
Budget Formulation, Management and Oversight
Reconciliations
Financial Management
Conflict Resolution
Strategic Advisor
Risk Management
Collaboration
Timeline
Branch Chief - GS-560: GS-15
U.S. Department of Education Federal Student Aid
01.2025 - Current
Supervisory Budget Analyst - GS 560: GS-15
U.S. Department of Education Federal Student Aid
05.2022 - 01.2025
Supervisory Financial Management & Program Analyst
U.S. Department of Education Federal Student Aid
03.2020 - 05.2022
Supervisory Financial Management & Program Analyst
U.S. Department of Education Federal Student Aid Business Operations
11.2018 - 03.2020
Program Specialist
US Department of Education Federal Student Aid Business Operations
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