Summary
Overview
Work History
Education
Skills
Timeline
Generic

Destiny Gallegos

Broomfield,CO

Summary

Experienced financial and administrative professional currently serving as an Accounting Team Lead at the Behavioral Health Administration. Strong background in budget planning, vendor coordination, and budget compliance, with a proven ability to optimize resource utilization and improve reporting accuracy. Skilled in developing and implementing tracking systems to monitor expenditures, support budget reallocations, and ensure timely reconciliations. Adept at collaborating with program managers, vendors, and contracts teams to align financial operations with organizational and regulatory requirements. A dedicated team leader focused on process improvement and operational efficiency. Now seeking to leverage my financial management, customer service, and administrative expertise in a Senior Accountant position, where I can contribute to a seamless client experience and organizational success.

Overview

9
9
years of professional experience

Work History

Accounting Team Lead

State of Colorado Behavioral Health Administration
11.2024 - Current

• Assisted in the preparation of continuation applications for federal grant programs, including SOR, PATH, and COACT, ensuring accurate financial reporting and compliance with grant requirements.

• Determined and tracked funds being reverted after grant periods, identifying opportunities to optimize resource utilization and improve end-of-year reporting accuracy.

• Designed and implemented internal and vendor-specific trackers to monitor spending, identify trends, and facilitate budget reallocations or amendments.

• Provided guidance and support to team members in managing complex budgets, addressing grant-specific financial challenges, and ensuring adherence to grant guidelines and timelines.

• Reviewing and approving FY25 budgets.

Accountant I

State of Colorado Behavioral Health Administration
03.2023 - 11.2024

• Created and maintained detailed budget trackers to monitor grant allocations, vendor expenditures, and remaining balances for multiple contracts, identifying and resolving issues like overspending or underspending by reallocating or amending budgets as needed.

• Compiled invoice payment packets and verified accurate allocation of funds to specific commodity lines, ensuring all payments were processed and tracked correctly through the CORE financial system.

• Reconciled expenditures from prior fiscal years by analyzing trends and comparing documentation to budget records, preparing detailed monthly reports to assist internal stakeholders with financial decision-making.

• Monitored compliance with SAMHSA requirements for federal grants, addressing questions regarding allowable costs and compliance issues with program managers and vendors.

• Provided guidance to program managers, grant coordinators, and vendors on budgeting issues, invoice revisions, and projections. Developed internal and external trackers to assist in monitoring awards, budgets, and remaining balances for fiscal year projects.

• Supported grant application processes by analyzing spending trends from prior years, forecasting future allocations, and collaborating with vendors to finalize applications and address budget-related questions.

• Partnered with cross-functional teams, including accounting management and grant staff, to resolve discrepancies, track compliance, and implement budget adjustments.

Accounting Clerk

Federal Reserve Bank of Kansas City
08.2022 - 02.2023

• Conducted daily independent proof verification of all Cash Operations transactions and settlement documentation, ensuring accuracy in debit and credit accounting entries.

• Led the reconciliation of financial transactions, verifying that all department activities were in balance and complied with regulatory requirements.

• Analyzed and transmitted statistical reports to the Board of Governors, ensuring consistency, accuracy, and adherence to reporting guidelines.

• Reviewed and verified daily and quarterly General Ledger Account Balance Confirmations, identifying discrepancies and ensuring financial integrity.

• Provided expertise in troubleshooting out-of-balance conditions, resolving financial variances, and implementing process improvements to enhance efficiency.

• Ensured compliance with program requirements for Cash Operations and Offsite Programs by verifying transaction accuracy and documentation.

Financial Services Representative II

Native American Bank
06.2021 - 04.2022

• Trained new and existing staff on branch operations.

• Conducted monthly branch audits for compliance and efficiency.

• Assisted customers with various account types, including business and trust accounts.

• Provided support for online banking applications and managed customer service inquiries nationwide.

• Helped customers with cash management, merchant services, and IntraFi Network services.

• Developed internal procedures and instruction guides for operational efficiency.

Financial Services Representative I

Native American Bank
02.2020 - 06.2021

• Delivered exceptional customer service via in-person interactions, phone, and email.

• Assisted customers with financial education, issue resolution, and transactional research.

• Processed new account openings and maintained customer identification records.

• Collaborated with various departments (Operations, Lending, Credit, and Finance) to ensure smooth banking processes.

• Provided training and support on online banking, mobile apps, debit cards, and ATMs.

• Managed teller transactions, including cash handling and override approvals.

Financial Wellness Consultant

Key Bank
06.2019 - 12.2019

• Processed all financial service transactions accurately while strengthening client relationships.

• Opened personal and business accounts, including consumer checking, small business accounts, and home equity loans.

• Maintained strict adherence to operational, security, and audit procedures.

Peak Time Teller

U.S. Bank
08.2016 - 06.2019

• Performing routine financial transactions, such as deposits, withdrawals,
advances, loan payments, and merchant transactions, while delivering
exceptional customer service.
• Additional responsibilities include cash handling, informing customers
about suitable products and services to meet their financial requirements,
maintaining a balanced cash drawer, and employing basic clerical and
processing skills.
• Uncovering customers financial needs and making referrals to appropriate
departments to help clients achieve their financial goals.

Education

Associate of Science - Psychology

Front Range Community College
Westminster, CO

Bachelor of Science - Accounting

Front Range Community College
Westminster, CO
05-2028

High School Diploma -

Colorado Connections Academy
Denver, CO
05-2016

Skills

    Budget Development and Management

    Financial Analysis

    Compliance and Audit Preparedness

    Detail Oriented

    Reconciliation and Reporting

    Grant Management

    Accounting Systems

    Process Improvement

    Problem Solving

    Team Collaboration

Timeline

Accounting Team Lead

State of Colorado Behavioral Health Administration
11.2024 - Current

Accountant I

State of Colorado Behavioral Health Administration
03.2023 - 11.2024

Accounting Clerk

Federal Reserve Bank of Kansas City
08.2022 - 02.2023

Financial Services Representative II

Native American Bank
06.2021 - 04.2022

Financial Services Representative I

Native American Bank
02.2020 - 06.2021

Financial Wellness Consultant

Key Bank
06.2019 - 12.2019

Peak Time Teller

U.S. Bank
08.2016 - 06.2019

Associate of Science - Psychology

Front Range Community College

Bachelor of Science - Accounting

Front Range Community College

High School Diploma -

Colorado Connections Academy
Destiny Gallegos