David Valdez
Henderson,United States
Summary
Professional with strong background in financial analysis and budget management. Skilled in data interpretation, forecasting, and cost optimization. Known for collaborative approach, adaptability to changing needs, and results-driven mindset. Adept at leveraging analytical skills and strategic thinking to support organizational financial goals.
Experienced with managing office environments and coordinating administrative tasks to support organizational goals. Utilizes strong organizational skills and effective communication to enhance team productivity. Track record of implementing efficient processes and maintaining high standard of operational excellence.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Budget Analyst
US Fish and Wildlife Service
03.2022 - Current
- Evaluated procurement needs and projected expenditures.
- Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction.
- Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
- Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
- Streamlined budget processes for increased accuracy and timely completion of financial reports.
- Identified and monitored budget expenses for accuracy and signs of fraud.
- Compiled statistical data after each month-end closing.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Developed financial models to support strategic planning, facilitating informed decision-making.
- Collaborated with cross-functional teams to align budgeting efforts with organizational goals.
- Analyzed past spending trends to forecast future budget needs accurately.
- Utilized software to analyze and report on budget trends.
Financial Technician
US Bureau of Land Management
01.2022 - 03.2022
- Enhanced financial reporting accuracy by streamlining data entry processes and implementing automated systems.
- Utilized [Software] to reconcile bank accounts and generate fiscal reports.
- Entered new client data into system using [Software] and updated account information.
- Trained newly hired employees on accounting processes and procedures, which helped improve morale and understanding of job tasks.
- Tracked and reported financial performance on monthly, quarterly and yearly basis.
- Improved cash flow management by closely tracking receivables and payables, reducing outstanding balances, and minimizing late fees.
- Prepared and organized documents and financial records to deliver successful audits.
- Conducted thorough financial analysis for decision-making support, providing valuable insights into revenue trends and expense management.
- Maintained strong relationships with vendors by resolving payment disputes quickly and professionally.
- Reconciled financial statements and bank accounts and recovered accounts receivable.
- Streamlined month-end closing activities with efficient organization of financial documents, resulting in more accurate reporting and faster turnaround times.
- Prepared and reviewed monthly reconciliations to ensure accuracy of accounting records.
- Recorded, interpreted and communicated financial data and plans using [Software].
- Offered budget development and financial planning to clients.
- Adjusted financial management system to be accurate and productive.
- Provided financial support by processing invoices and dispersing payments and military entitlements.
- Reconciled and recorded receipts, incoming cash, and other fiscal transactions.
- Examined financial statements and records to collect important details and verify calculations.
- Investigated and resolved inquiries with billing and invoicing.
- Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts.
- Properly processed deposits, withdrawals and payments for average of [Number] customers daily.
- Maintain accurate fleet records, including vehicle assignments, mileage, and maintenance history. Contribute to the development and distribution of monthly fleet reports. Monitors Regional Office budgets and administrative procedures for consistency with established procedures and policies and provides monthly reconciliation and status reports to program supervisors. Ensure driver adherence to fleet policies and safe driving practices. Assist in the execution and tracking of driver training on fleet program guidelines. Identify and implement process enhancements to improve fleet operations efficiency and driver satisfaction.
Administration Support Assistant
US Bureau of Reclamation
12.2019 - 01.2022
- Cultivated strong working relationships with clients by delivering personalized service tailored to their specific needs and preferences.
- Managed high call volume, prioritizing cases and providing prompt assistance to customers.
- Enhanced customer satisfaction by addressing and resolving support inquiries in a timely manner.
- Assisted in the development of training materials and resources for the support team to enhance overall performance levels.
- Adapted quickly to changing priorities while managing daily caseloads efficiently under tight deadlines.
- Wrote and published memos, notes and other written correspondence, promoting professional in-office communication for employees.
- Monitored office supplies and re-ordered, working with senior staff to keep desired supplies in stock for seamless office functionality.
- Analyzed customer feedback data to identify areas where improvements could be made within the support department''s operations strategically.
- Served as a liaison between the technical team and customers during complex troubleshooting scenarios, ensuring clear communication throughout the process.
- Answered phone calls promptly and professionally, directing callers to appropriate personnel.
- Trained new support assistants, sharing knowledge of company policies, procedures, and software systems.
- Coordinated travel arrangements for higher-level staff, booking airline tickets and hotel reservations and handled planning details for business meetings and conventions.
- Monitored employee and customer interactions to assess quality of service.
- Created, prepared, and delivered reports to various departments.
- Scheduled and coordinated meetings and personal schedules of executives and team members.
- Assisted coworkers and staff members with special tasks on daily basis.
- Established administrative work procedures to track staff's daily tasks.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Performed research to collect and record industry data.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Developed an effective communication system between employees and supervisors for prompt resolution of any scheduling conflicts or discrepancies.
- Trained staff on proper usage of timekeeping tools, promoting consistency across departments and teams.
- Organized filing systems for improved document accessibility and retrieval speed.
- Enhanced office organization by implementing effective filing systems and inventory management.
- Enhanced customer satisfaction by providing personalized travel recommendations and itinerary planning.
- Assisted clients in resolving travel-related issues promptly, ensuring a positive experience and fostering loyalty.
- Utilized advanced booking systems proficiently to optimize time management capabilities while handling multiple reservations simultaneously.
- Assessed financial statements and records.
- Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
- Assisted in identifying potential fraud risks by conducting thorough risk assessments on client''s financial records.
- Reduced errors in financial statements by conducting comprehensive account reconciliations and adjusting entries as needed.
- Improved client satisfaction by providing clear explanations of audit findings and recommendations for improvement.
- Recommended changes in internal audit controls.
- Identified various risks and errors to propose corrective action to decision makers.
Budget Technician
US Fish and Wildlife Service
06.2017 - 12.2019
- Developed customized reports for senior leadership, enabling better understanding of financial performance and trends.
- Streamlined budget processes for increased efficiency, implementing new software tools and templates.
- Assisted in the development of annual budgets, collaborating with team members to ensure accuracy and alignment with strategic goals.
- Identified potential risks or weaknesses in existing budgeting procedures; recommended improvements accordingly for safeguarding company assets.
- Continuously refined budgeting processes, incorporating feedback from colleagues and staying current on industry best practices.
- Enhanced financial transparency with clear, concise budget summaries and presentation materials.
- Improved budget accuracy by diligently reviewing and analyzing financial data and reports.
- Served as a subject matter expert on budget-related issues within the organization, providing valuable insights to colleagues when needed.
- Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Compiled statistical data after each month-end closing.
- Created and updated expenditure reports in [Software].
- Recommended financial solutions to corporate management based on detailed financial analysis.
- Utilized software to analyze and report on budget trends.
- Collect and analyze budgeting information. Coordinate and approve bill of collection requests related to charge cards. Independently prepared Redistribution Sheet (RDS) corrections when payroll has been charged incorrectly or because of overhead dollars generated.
- Served as technical adviser on pay and leave administration issues, as a QuickTime Timekeeper. Ensured time and attendance reported and payroll actions are completed accurately, and complied with payroll laws, regulations, and policies
Budget Technician
US Fish and Wildlife
03.2016 - 06.2017
- Trained new personnel regarding company operations, policies and services.
- Put together sales contracts, completed documentation, and issued receipts.
- Negotiated contracts with vendors to secure quality services at competitive prices.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Reduced overall maintenance costs through regular monitoring of vehicle health and timely servicing.
- Developed detailed reports on fleet performance metrics, assisting management in making informed decisions about resource allocation.
- Optimized fleet operations by implementing data-driven routing and scheduling strategies.
- Negotiated favorable contracts with vendors, reducing overall property management expenses.
- Enhanced supplier relationships by negotiating contracts and securing advantageous pricing.
- Negotiated contracts with vendors, achieving favorable terms that benefited both parties.
- Negotiated contracts with vendors, securing favorable terms to optimize project outcomes.
- Supported overall facility operations by efficiently addressing repair requests and performing routine maintenance tasks.
- Performed routine and comprehensive custodial maintenance of assigned facilities in alignment with specifications.
- Maintained a safe and clean work environment, ensuring compliance with health and safety regulations.
- Enhanced facility efficiency by conducting regular maintenance checks and identifying areas for improvement.
- Fostered strong relationships with external partners like contractors or suppliers, paving the way for successful collaborations.
- Contacted trade-specific companies for equipment and building repair quotes.
- Ensured compliance with company policies and procedures throughout all purchasing activities.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Analyzed and reported on inventory levels to determine purchasing requirements.
- Streamlined purchasing processes for increased efficiency and accuracy in order tracking.
- Reduced office supply costs with strategic vendor negotiations and bulk purchasing.
- Negotiated contracts with vendors for optimal purchasing agreements.
- Championed sustainability efforts within the organization by promoting environmentally responsible purchasing practices.
- Utilized data-driven decision making to prioritize purchasing activities based on criticality analysis.
- Monitored budgets diligently while making cost-effective decisions regarding promotional material purchasing.
- Analyzed sales trends regularly to inform purchasing decisions that aligned with consumer preferences.
- Negotiated contracts with suppliers for cost-effective purchasing of equipment and materials.
- Improved procurement efficiency by streamlining purchasing processes and implementing cost-saving strategies.
- Administered payroll, accounting and purchasing.
- Improved overall inventory management by streamlining purchasing processes and minimizing overstock issues.
- Analyzed market trends and price fluctuations to make informed purchasing decisions.
- Reviewed disbursements by check and purchasing card program.
Administrative Specialist
California Army National Guard
06.2013 - 06.2016
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
- Handled mail, packages, emails, document transmissions and other types of data with both manual and automated tracking strategies.
- Improved customer satisfaction with prompt and professional responses to inquiries and concerns.
- Minimized errors in documentation through meticulous proofreading, editing, formatting skills.
- Streamlined office procedures by implementing efficient filing systems and managing schedules.
- Streamlined HR processes by implementing efficient filing and record-keeping systems.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Developed an effective communication system between employees and supervisors for prompt resolution of any scheduling conflicts or discrepancies.
- Trained staff on proper usage of timekeeping tools, promoting consistency across departments and teams.
Administrative Clerk
US Marines Corps
08.2005 - 01.2012
- Entered data into system and updated customer contacts with information to keep records current.
- Safeguarded sensitive information by maintaining strict confidentiality protocols when handling personnel files or company documentation.
- Input data and processed system change to generate accurate reports.
- Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
- Streamlined office procedures by implementing efficient filing systems and managing schedules.
- Streamlined HR processes by implementing efficient filing and record-keeping systems.
- Streamlined payroll processes for increased efficiency, implementing automated systems and software updates.
- Ensured timely payments to employees by efficiently managing payroll schedules and deadlines.
- Streamlined payroll processes for increased efficiency and reduced errors.
Education
No Degree - Public Administration
University Phoenix Online
Phoenix, AZ09-2026
High School Diploma -
Santa Maria High
Santa Maria, CA06-2003
Skills
- Budget planning
- Bank reconciliation
- Strong organization
- Microsoft Excel
- Monthly reporting
- Microsoft Excel expertise
- Customer follow-up
- Budget forecasting
- Payroll processing
- Filing systems
- Preparing budgets
- Multitasking and time management
- Calendar coordination
- Clear communication
- Supply ordering
- Order processing
- Telephone and email etiquette
- Scheduling appointments
- Office supply management
- Financial services
- Customer and client relations
- Time tracking
- Correspondence preparation
- Trend forecasting
- Office administration
- Basic accounting
- Travel coordination
Certification
Disposal of Agency Owned Vehicles
Federal Fleet Manager Certification Program
Federal Fleet Mandates, Policies, and Sustainability
Fleet Applications
Fleet Maintenance Management
Fleet Management 101: Your Roles and Responsibilities
Fleet Risk Management
Liability While Driving a GOV
Personal Liability When Operating a GOV
Vehicle Acquistion
Timeline
Budget Analyst
US Fish and Wildlife Service
03.2022 - Current
Financial Technician
US Bureau of Land Management
01.2022 - 03.2022
Administration Support Assistant
US Bureau of Reclamation
12.2019 - 01.2022
Budget Technician
US Fish and Wildlife Service
06.2017 - 12.2019
Budget Technician
US Fish and Wildlife
03.2016 - 06.2017
Administrative Specialist
California Army National Guard
06.2013 - 06.2016
Administrative Clerk
US Marines Corps
08.2005 - 01.2012
No Degree - Public Administration
University Phoenix Online
High School Diploma -
Santa Maria High
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