Gloria Jackson

In my capacity as a Financial Analyst; Series: 501/GS-13, within IMCOM G8, I am tasked with performing comprehensive financial, analytical, and managerial duties within the Installation Management Command (IMCOM). My role involves the independent analysis of financial management, program budgeting, and execution. I hold responsibility for the budgeting, integration, justification, and execution of diverse programs under Army appropriations, including Operation and Maintenance, Army (OMA), Army Family Housing Operations (AFHO), Base Realignment and Closure (BRAC), Department of Defense Appropriations, and Overseas Contingency Operations (OCO), all under the purview of the Installation Management. Provided financial guidance and technical support to Army senior leaders, functional managers, and budget personnel within the Department of the Army. I develop briefings and position papers for both internal and external use within the Army. I retrieve Status of Funds (SOF) Reports from accounting systems to reconcile logs and submit monthly financial status reports. I review and analyze the command’s Dormant Account Review Quarterly (DARQ) submissions following IMCOM guidance and DoD Financial Management Regulations (FMR), Volume 3, Chapter 8.

As the Primary Joint Reconciliation Program and Dormant Account Review (JRP & DAR-Q) Analyst and Budget Submitting Officer (BSO) for IMCOM Garrison Headquarters, I oversee seven hundred and eighty-two (782) fund centers. I also ensure budgetary integrity, transparency, and compliance with DoD Financial Management Regulation and auditing standards for each fiscal year (2019-2023).

My areas of expertise encompass:
A thorough understanding of the Planning, Programming, Budgeting, and Execution System (PPBES), widely recognized government accounting standards (GAAP), Army resource management protocols, and regulations that govern the federal budgeting process, fund oversight, as well as the missions and duties of Army installations. An extensive grasp of Defense Finance and Accounting Service information systems, coupled with the capability to pinpoint, gather, and adjust data from various digital sources to create precise reports and documents. Expertise in utilizing accounting systems like GFEBS and GCSS-Army, along with in-depth knowledge and proficiency in applying both quantitative and qualitative techniques to evaluate the effectiveness and efficiency of directorate operations, and to formulate recommendations for enhancing and optimizing analytical and administrative procedures. Proficient in management principles, organizational theory, and analysis techniques. Familiar with agency administrative guidance and operating procedures, enhanced by analytical skills.

• Fulfilled all budget-related responsibilities.
• Assessed and interpreted the ongoing changes in budget allocations and their impact on designated organizations and budgetary programs.
• Adept in verbal and written communication, capable of conducting investigative interviews, fostering effective staff collaboration, presenting briefings, and drafting study reports and position papers.
• Addressed a multitude of budgetary issues affecting installation operations.
• Provided local directives, including budgetary instructions, to program directors. Proficient in conducting Tri-Annual Review (TAR), JRP, and DARQ processes.
• Interpreted accounting policies and procedures to ensure regulatory compliance.
• Assisted senior management in preparing timely reports for board meetings.
• Identified discrepancies in financial data and recommended corrective actions to resolve them.
• Developed financial analysis reports and presentations by applying acquired financial principles.
• Built and strengthened client relationships to form long-lasting, profitable bonds.
• Created detailed technical reports, highlighting findings, to diverse stakeholders.
• Utilized financial analysis to prepare plans of action for investment.
• Guided stakeholder strategies with financial advice.
• Determined and tracked budget expenses with accuracy and transparency.
• Assessed requisitions each month to ensure accuracy and reconciled transactions.
• Analyzed budgets and implemented action plans to rectify issues.
• Illustrated concepts with charts and graphs, showing historical and forecasted trends.
• Collaborated with senior management to develop and monitor key financial performance indicators (KPIs).
• Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
• Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
• Trained junior analysts on financial analysis techniques and best practices.
• Developed financial models to forecast company revenue and expense trends.
• Led workshops and seminars on financial literacy and analysis techniques for internal staff.
• Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
• Monitored regulatory compliance in financial reporting and ensured adherence to accounting standards.
• Analyzed complex financial information to offer recommendations to management, driving decision-making.
• Analyzed financial data to identify trends, patterns, and strategies.
• Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
• Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
• Drafted presentations summarizing key findings from financial analyses.
• Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.

I contribute to drafting responses to Congressional inquiries, coordinating assigned programs, and performing other duties within my areas of responsibility while complying with the fiscal, regulatory, and legal constraints imposed by the Department of the Army, the Office of the Secretary of Defense, the Office of Management and Budget, and Congressional policies. I also provide financial, technical, and programmatic support to HQIMCOM staff, review accounting records in GFEBS, other SAP accounting systems, or web-based ERP systems, and resolve any discrepancies found.

• Prepared detailed financial statements for review by upper management on a regular basis.
• Evaluated complex financial information from multiple sources to make sound recommendations.

In my role as Program Analyst (Budgeting & Contracting), Series: 0343, GS-11. I was responsible for overseeing the budget and financial operations of the SFVAHCS Community Care Network (CCN) budget.

My responsibilities encompass managing all financial transactions for CCN programs, including, but not limited to, Outpatient Care, Emergency and Inpatient Care, Nursing Home Care, Adult Day Health Care, Home Health/Home Hospice, Dental, Dialysis, Infertility and IVF, ancillary services, Laboratory, Pathology, and Radiology/Imaging, and Complementary and Integrative Medicine.

Managed accounting inputs and business process reviews, including entering purchase requests to generate funding documents for processing, and forwarding them to the accepting agency. Recorded obligations upon receiving the appropriate acceptance document or contract.

In addition to my regular responsibilities, I served as the Acting Supervisory Administrative Officer, overseeing seven division employees when assigned. I developed procedures, statements of work, and supporting documents to ensure that all contracts under supervision complied with Federal Acquisition Regulations (FAR), VA Acquisition Regulation (VAAR), and other federal procurement laws. I performed analyses and reviews of all contracts monitored by the local Office of Contract Compliance (OCC), verifying that both clinical and administrative service requirements were fulfilled.

I also sought new facilities for partnerships or contracts to enhance the medical services provided to our Veteran population.

I participated in the process of awarding new contracts, renewing existing ones during their option years, and terminating agreements with community providers that failed to meet the minimum standards for a partnership with the Veterans Administration. Additionally, I collaborated with VHA Finance and budget personnel to formulate responses to inquiries and requests for technical information from external offices regarding diverse budget-related matters.

I reviewed and interpreted orders, guidelines, directives, policies, and precedents from higher headquarters to evaluate their impact on State programs. I certified funds and coordinated the receipt of Funding Authorization Documents (FADs) for the State ARNG Comptroller. Additionally, I developed supplemental guidance and instructions for officials on preparing and submitting budget estimates and advised Program Managers (PMs) on the proper use of discretionary funds per fiscal law.

I carried out the duties of a Contracting Officer’s Representative (COR), functioning at a local level for contracts administered nationally. I was responsible for managing the contracts of veterans enrolled in the Contract Nursing Home and Adult Day Health Care programs, as well as those receiving infertility, IVF, and dialysis treatments in the community under Network 21, with regional or national contracts supervised by the Office of Community Care Services (OCC). I ensured that each facility contracted with a Network Contracting Office (NCO) or under a Veterans Care Agreement met the minimum requirements of having appropriate Medicare-level certification and/or adhering to other national standards or directives as outlined in the Geriatrics and Extended Care (GEC) directives handbook. I also participated in quality-of-care reviews for facilities contracted with NCO and managed by the Community Care Network (CCN).

I have submitted all necessary funding documents, which may include forms 2237 or 1358, to the Electronic Contract Management System (eCMCS) or a similar system. This is to meet the requirements for contracts managed by the Office of Community Care Services (OCC). I have ensured prompt certification of payments for services provided. Additionally, I have monitored contract expenses that require funds control to prevent exceeding funding limits. I have also certified invoices through the Department of Veterans Affairs Financial Service Center portal.

Proficient in cost and price analysis, with the ability to conduct detailed audits that uncover discrepancies in cost proposals and articulate the findings in clear terms. Well-versed in various contract types and skilled in crafting succinct, logical, and precise reports that present facts, highlight key points, and support recommendations for organizational improvement. Experienced in delivering both oral and written presentations, conveying ideas effectively, negotiating perspectives, and mediating conflicts.

I have performed thorough technical reviews of pre-solicitation, pre-negotiation, and both pre-and post-award documentation. I can identify deficiencies and weaknesses and provide technical guidance to contracting officers and other Contracting Officer Representatives. Furthermore, I can understand the dynamics of an employer/employee relationship concerning conflict-of-interest issues.

Responsible for collecting and analyzing all cost accounting data and providing subsequent reports for Fund Control Points (FCPs), authorizations, and expenditures associated with the Community Care program. Incumbent will have primary oversight for budget monitoring of approximately $100 million in expenditures which provides services for more than 10,000 unique Veterans receiving care in the community. Develops special projects and reports that encompass areas related to identifying potential and/or immediate cost savings for the SFVAHCS Community Care (CC) Program, budget analysis, projecting and forecasting, operational and staffing analysis interims of expenditures, and cost-effectiveness. Prepares a variety of reports covering the status of funds, expenses, and obligations.

The incumbent is expected to initiate, reconcile, and close all 2237’s and 1358s for the CC program fund control points. Certify invoices using the Department of Veterans Affairs Financial Service Center portal. Develops procedures and systems for establishing, operating, and assessing the effectiveness of administrative control operating programs and the accomplishment, evaluation, and monitoring of audits and inspections.

I prepared internal budget data summaries and reviewed and verified the accuracy and completeness of budget justification data submitted in support of budget estimates or allotment requests. As a Program Analyst for Community Care, I conducted fiscal management activities, including data development, and long-term budget planning. I collected and examined a wide range of historical data and current trends to authenticate and amalgamate requests and estimates into a cohesive budget forecast for the VA Community Care Service Line. Forecasts potential shortfalls and suggests necessary actions to accommodate changes, while continuously monitoring control point expenditures. Analyzes project costs and workload trends for adjustments.

Provided financial advice and budget support to the Superior, Community Care leadership, and other leaders, as requested. Analyzed historical FCP data for trends and patterns. Projected future spending patterns for the department. Coordinated with managers, the Administrative Officer, the deputy Director, and the Director of Community Care, among others, to develop, prepare, and present the annual Office of Community Care budget to Fiscal Service, HCS, and VISN Executive Leadership Team members. Compiled monthly budget reports as needed. Cross-referenced VA Community Care expenditures with reports from Third-Party Administrators to identify any discrepancies in spending.

I have a well-rounded skill set in Planning Programming, Budgeting & Execution Process (PPBE), Community Care Network (CCN), along with my knowledge from the Fee Basis experience. I have a variety of experiences in Budgeting and financial aspects, along with managing all monetary transactions for a variety of different financial programs within the Department of Veterans Affairs and Department of Defense (Army & Navy). I have also developed special projects and reports that encompass areas related to identifying potential cost savings for programs.

I collected and analyzed all cost accounting data and provided subsequent reports for Fund Control Points (FCPs), authorizations, and expenditures associated with the Community Care program. Incumbent will have primary oversight for budget monitoring of approximately $100 million in expenditures which provides services for more than 10,000 unique Veterans receiving care in the community.

I have created in-formulation, presentation, and execution of the budget, initiated, reconciled, and closed out all 2237s and 1358s for the Community Care program, and target allowances for the Community Care program with the Department of Veterans Affairs along with certifying invoices using the Department of Veterans Affairs Financial Service Center Portal. I have been a Lead Budget Analyst, overseeing a variety of personnel, and workload, with a background in Project Management, PowerPoint Bi, Auditing, and a background in contracting.

Created monthly spreadsheets that show the yearly or prior year budget, and obligation amount for the month versus the actual amount spent versus the budget and created graphs for all community care fund control points as requested by facility or OCC leadership using Power BI, and Tableau to create reports for upper management. Updated and tracked Manpower and the area of work that was concentrated on. Monitored, increased, and decreased 1358s as appropriate with Fiscal Service’s requirements daily. Created, controlled, and monitored the opening and closing of 2237s and 1358s as appropriate. Developed, maintained, and updated a comprehensive resource data bank from which financial performance, cost avoidance, and cost-effectiveness can be assessed, and trends projected. Assisted in the preparation of analytical briefings, cost-benefit, and overall program analysis by condensing a broad scope of data into reports for management to review and use in the decision-making process of the CCN program for the future.

I evaluated results of audits/inspections and forwarded transaction items to the Supervisor, and or OCC Leadership. Verify all invoices (one-time service and all annual contracts). Compile records including current and past expenditures to plan future budgets and prepare current estimates. Maintains statistical reports and records to project budget levels during the fiscal year and for the next budget submission. Use quarterly reports to keep running monthly totals to ensure accurate data. Quarterly, runs audits on clerks to make sure they are authorizing appropriately and creates a report identifying outliers and discrepancies.

I identified and obtained VHA healthcare operations data using both nationally prepared datasets derived from the Veteran Support Service Center (VSSC), and the Business Intelligence Service Line (BISL) dashboards, and direct queries of large databases such as the VA Corporate Data Warehouse (CDW) using Structured Query Language (SQL). Knowledgeable of data structures and healthcare operations within the VA. Oversee workload input and data validation efforts; ensure systems exist for real-time tracking of cost transfers to and away from OCC; oversee and facilitate the execution of adjustments to cost and labor mapping and provide initial and ongoing training to OCC supervisory and managerial staff on managerial cost accounting principles. Prepare analytical briefings and reports for SFVAHCS and VISN management to use in the decision-making process based on a wide variety of special studies that use local, regional, and national data to perform cost/benefit and program analysis for OCC. Orchestrates analyses that examine the potential impact and significance to OCC's budget because of new or revised legislation, policies, procedures, and program requirements. Responsible for initiating, reconciling, and closing all 2237s and 1358s for the Community Care program fund control points.

Certified invoices using the Department of Veterans Affairs Financial Service Center portal. Developed procedures and systems for establishing, operating, and assessing the effectiveness of administrative control operating programs and the accomplishment, evaluation, and monitoring of audits and inspections. Evaluated results of audits and inspections and forwarded action items to the Supervisor and OCC Leadership. Verified all invoices (one-time service and all annual contracts). Compiled records including current and past expenditures to plan future budgets and prepare current estimates. Maintains statistical reports and records to project budget levels during the fiscal year and for the next budget submission. Use quarterly reports to keep running monthly totals to ensure accurate data. At least quarterly, runs an audit on clerks to make sure.

• Developed and maintained a database of program information to track progress and identify areas for improvement.
• Analyzed financial data to assess the effectiveness of existing programs and suggest recommendations for change.
• Conducted research to evaluate current industry trends and best practices related to program development.
• Assisted in developing new program initiatives through creating detailed project plans, timelines, and budgets.
• Coordinated with stakeholders to ensure that all aspects of the program are properly implemented according to established guidelines.
• Prepared periodic reports on the status of each program initiative including progress updates, challenges encountered, and successes achieved.
• Developed training materials for staff members responsible for managing the various programs.
• Performed data analysis using specialized software applications to uncover insights about program performance and efficacy.
• Provided technical support during the implementation phase by troubleshooting any issues that arise along the way.
• Collaborated with other departments within the organization to develop strategies for optimizing program operations.
• Created comprehensive documentation outlining procedures for each aspect of the program lifecycle from inception through completion.
• Reviewed feedback from customers regarding their experiences with existing programs in order to identify areas needing improvement or enhancement.
• Monitored competitor activities in order to stay ahead of industry trends and gain competitive advantage.
• Evaluated potential vendors who could provide services or products necessary for successful program implementation.
• Participated in meetings with senior management team members in order to discuss key objectives related to ongoing projects.
• Drafted contracts between vendors and internal teams as needed while ensuring compliance with applicable laws.
• Organized workshops designed to educate staff on new policies or procedures associated with specific programs.
• Researched emerging technologies which could be leveraged in order to improve overall efficiency or reduce costs associated with running certain programs.
• Managed day-to-day operations of multiple programs simultaneously while ensuring quality standards are met throughout all phases.
• Proposed cross-functional strategies to improve cross-company communication.
• Studied complex data sets and systems to identify positive trends and successful programs.
• Offered input on key decisions and strategic plans, evaluating ongoing program data.
• Performed quality assurance to assess data and validate results.
• Performed in-depth analysis to help solve diverse problems with program implementation and operations.
• Investigated internal operations to define current operational strategies.
• Created customer-facing reports and documents to maximize transparency.
• Identified opportunities for productivity increases with deconstruction of analyses and reports.
• Interviewed team leaders and recommended new strategies for motivating team members to boost productivity.
• Delivered consistent reports to chart profits and note inefficiencies.
• Developed training materials to improve onboarding strategies and optimize company orientation protocol.
• Scrutinized company budgets to shave off budgetary bloat and save costs.
• Documented company organization in multimedia presentations to explain organizational structure.
• Devised new and improved records management programs to organize and protect data.
• Performed research and analyzed content of records to make disclosure determinations.
• Documented research findings and prepared polished reports highlighting results and potential improvement strategies.
• Evaluated internal systems and prepared training initiatives to mitigate ongoing problems.
• Implemented unique methods and methodologies, which helped reduce, and resolve issues.
• Led valuation, due diligence and contracting as part of acquisition process.
• Mitigated risks by leading and auditing international subsidiaries and operational processes.
• Reviewed established procedures to assess areas in need of improvement.
• Assessed employees through on-site observation and interviews to determine strengths and weaknesses in work performance, methods, and team functions.
• Collected, tracked and evaluated current business and market trend data.
• Conducted record searches and coordinated with other units on procedural problems involving complex cases.
• Researched and led investigations into various areas to drive improvements and devise new processes.

Served as Lead Budget Analyst in the Directorate of Resource Management accountable for program and budget planning, execution, review, and analysis. Perform as installation point of contact for local and higher headquarters. Resolve budget problems for installation activities. Accountable for budget administration, formulation, and execution for assigned organizations. As mission point of contact with TRADOC. Work with higher headquarters to ensure comprehension of resource management posture. Explain mission and program goals and objectives; provide details for funding requirements. Explain unfinanced requirements, defend impact, and provide additional information to ensure the maximum funding is received. Respond to TRADOC queries by analyzing program data spanning all funding levels. Ensure a positive working relationship between TRADOC and the Defense Language Institute Foreign Language Center (DLIFLC). Received, distributed, and administered resource actions including annual funding programs, allotments, allowances, targets, and ceilings. Complete budget-related assignments associated with off-loads packages. Establish internal control procedures and ensure statutory, regulatory, and administrative compliance. Analyzed and evaluated budget funding changes and its effect on assigned organizations and budget programs. Review, edit, and consolidate annual and multi-year budget estimates. Analyze and monitor the budget execution with various sources and types of funding.

Reviewed facility budgetary and program requirements to ensure their conformance with established agency policies and the intent of Congress. Reviewed and evaluated effects of budget program changes and impact of work and activities funded through appropriations and revolving funds for operations maintenance and projected other procurement actions budget. Reviewed budget regulations, policies, and regulations.

Reviewed budget estimates and recommended funding levels by developing budget plans, and analyzing obligations and expenditures. Researched, compiled, and summarized data concerning personnel salaries and expenses, and similar object classes and line items needed to form and execute budget estimates. Prepared various reports to justify, defend, and support the submission of funding requirements/budget estimates to present to Managers. Provided advice and guidance to program and line managers on the interpretation of budget estimates and the formulation of budget requests in support of the programs of the facility.

Experienced performing a wide range of budget and administrative functions to manage budgetary programs, policies, and procedures. Extensive knowledge and experience with complex budget tracking, budget execution, and formulation process for a multi-million-dollar, multi-year budget. Completed budget forecasts, estimates, and submissions to conform with DoD requirements and guidelines. Applied complex analysis for resolution of a wide range of complex budgetary problems; Defense Travel System (DTS), provided budgetary recommendations without or with sufficient historical data while facing short deadlines; developed and provided written and oral strategies to secure acceptance of desired budget requests and plans for assigned budget and program areas. Correlated and analyzed substantial amounts of narrative and statistical material used in formulating budgetary reports to answer required budget questions; develops and implements work processes, budgetary policies, and guidelines.

Knowledgeable of cost and price analysis and subsequent audit functions in sufficient detail to detect inconsistencies in cost proposals and to prepare, in easily understood terms, results of audit reports. Familiar with different contract types. Able to develop and prepare concise, logical, accurate, and coherent reports, which portray the facts, emphasize the significant details, and substantiate the recommendations made for improvement in the organization. Knowledgeable in making oral and written presentations, presenting ideas, negotiating points of view, and resolving conflicts.

Reviewed and validated DARQ testing samples. Upon validation input necessary validation comments for submission to next level review. Reform additional review upon request from higher-level reviewers and submit the additional requested information. Research post-execution DARQ information to determine accounting practices not in accordance with the Department of Defense Financial Management Regulation (FMR) and report the findings and corrective actions to the accounting department lead.

I have performed many comprehensive technical reviews on pre-solicitation, pre-negotiation, and pre-and post-award documents. Ability to Identify deficiencies and weaknesses and provide technical guidance to contracting officers, and other Contract Officer Representatives. Also, the ability to decide what constitutes an employer/employee relationship as related to conflict-of-interest issues.

Prepared and submitted complex program, appropriation, and Commandant level reports. Research and analyze guidance received from TRADOC to determine applicability to mission and BASOPS. Issues local guidance, including various budget guidance to program directors. Gather data, perform analysis, and complete schedules for official reporting requirements, including Command Operating Budget (COB), Draft Contract, Final Contract, Mid-year Review, Year End Closeout, Phased Execution Plans, Long Range Plans, and miscellaneous suspense for information.

Directed, implemented, coordinated, overseeing major department-wide mission or administrative programs. Provided technical assistance and directed support to management staff in matters relating to the application of planning systems and management programs. Responsible for reviewing, evaluating, and analyzing obligations and expenditures. Summarizing and interpreting significant data collected and relating this data to the organization's program actions, identifying and analyzing deficiencies in resource consumption.

I planned, developed, and coordinated planning management through Chinese Flagship (Research, Development, Test and Evaluation Funding) briefings, presentations, and conferences for executive management. and by reimbursement of civilian payroll for specific employees, working within the program. Also provided oversight and coordinating the identification, and analysis for Language Program Academic Development (LPAD), and issuance of policies with managers and top-level officials. systems focusing on long and short-range plans, policies, and programs.

• Conducted cost-benefit analysis for proposed projects and initiatives.
• Collaborated with department heads to develop annual operating budgets.
• Provided guidance on budgetary matters to senior management staff.
• Assisted with the preparation of funding requests for new programs or initiatives.
• Developed and implemented budgeting systems to track income, expenditures, and other financial activities.
• Prepared monthly variance reports comparing actual results against planned targets.
• Identified areas of potential savings or revenue enhancement opportunities.
• Monitored compliance with approved budgets throughout the year.
• Prepared detailed financial forecasts and projections for upcoming fiscal years.
• Developed training materials for staff on how to use budgeting software applications.
• Analyzed budget reports to identify discrepancies and recommend corrective actions.
• Participated in meetings with stakeholders regarding budgetary issues.
• Performed trend analyses on historical spending data to anticipate future needs.
• Facilitated the coordination and review of all submitted budgets for approval.
• Provided technical support for various budgeting software packages used by the organization.
• Advised on best practices related to budget development processes and procedures.
• Monitored budget execution work, including obligations incurred and actual expenditures of funds.
• Compiled and reviewed procurement data to make effective projections.
• Performed comprehensive assessments on financial records such as contracts, invoices, and requisitions to verify precise and comprehensive information.
• Maintained current knowledge of accounting principles and government regulations.
• Engaged in budget formulation work by reviewing and preparing budget estimates and financial plans.
• Generated reporting packages for business performance results.
• Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment.
• Analyzed budgets and implemented action plans to rectify issues.
• Determined and tracked budget expenses with accuracy and transparency.
• Processed statistical files after month-end closing.
• Submitted budget estimates, progress reports and cost tracking reports.
• Developed annual budget and compared actual expenses against projected budget.
• Verified accuracy, correctness and coding of postings and documents.
• Researched and analyzed current budget data from various sources such as estimated revenues, expenses, and prior budgets.
• Illustrated concepts with charts and graphs showing historical and forecasted trends.

Served as a point of contact at the installation level for local and higher headquarters, responsible for program and budget planning, execution, review, and analysis functions. My responsibilities included preparing and submitting comprehensive program appropriation reports. I provided program directors with local budgeting guidance and compiled data for official reports, including COB, Draft Contract, Final Contract, Mid-Year Review, Year-End Close Out, Phased Execution Plans, Long Range Plans, and various suspense items.

Provided guidance is provided through budget circulars, directives, and regulations issued by OMB, followed by DOD/DA/MACOM regulations; DA and MACOM regulations that detail the operation of the program and budget system; departmental regulations or principles regarding obligations and expenditures, and control of appropriated funds; legislation, Congressional hearing reports, or appropriations language in approved budgets; and other DA, MACOM, and local publications such as mission and function statements, program goals and objectives, staffing guides, organization charts, and accounting records.

Aided the funding process by elucidating unfunded requirements, advocating for their significance, and providing additional information.

Oversaw resource management activities, including annual funding programs, allotments, allowances, targets, and ceilings. Successfully executed numerous budget-related tasks involving the transfer of packages from external entities, such as the Army Corps of Engineers and the Department of Energy.

I established internal control procedures and monitored their execution to ensure compliance with statutory, regulatory, and administrative requirements. I analyzed and evaluated the ongoing changes in budget funding and their impact on assigned organizations and budget programs. Additionally, I performed financial and budgetary analyses to develop budget recommendations for specific organizations, compiling and refining annual and multi-year budget projections for these entities.

• I performed analysis and oversight of budget execution, covering a variety of funding sources and categories for specific organizations.
• My responsibilities included preparing and submitting a comprehensive program.
• Possess a thorough knowledge of budgetary policies, precedent-setting decisions, procedures, and regulations set by higher headquarters and the Department of the Army, ensuring that budget forecasts, estimates, and submissions adhere to requirements, guidelines, and financial goals.
• Developed and implemented strategies, both written and oral, to present budget proposals to senior officials, successfully securing the approval of desired budgets.
• I have a detailed and in-depth understanding of the accounting procedures necessary to maintain fund control, interpret accounting reports, and generate precise budget reports.
• Prepared detailed financial forecasts and projections for upcoming fiscal years.
• Performed trend analyses on historical spending data to anticipate future needs.
• Maintained current knowledge of accounting principles and government regulations.
• Developed and implemented budgeting systems to track income, expenditures, and other financial activities.
• Prepared monthly variance reports comparing actual results against planned targets.
• Analyzed budget reports to identify discrepancies and recommend corrective actions.
• Reviewed financial documents such as contracts, invoices, requisitions. for accuracy and completeness.
• Assisted with the preparation of funding requests for new programs or initiatives.
• Identified areas of potential savings or revenue enhancement opportunities.
• Provided technical support for various budgeting software packages used by the organization.
• Performed budget formulation work involving review and preparation of budget estimates and financial plans.
• Generated reporting packages for business performance results.
• Monitored budget execution work, including obligations incurred and actual expenditures of funds.
• Monitored compliance with approved budgets throughout the year.
• Provided guidance on budgetary matters to senior management staff.
• Conducted cost-benefit analysis for proposed projects and initiatives.
• Advised on best practices related to budget development processes and procedures.
• Analyzed budgets and implemented action plans to rectify issues.
• Compiled current budget data from estimated revenues, expenses and prior budgets.
• Submitted budget estimates, progress reports and cost tracking reports.
• Developed annual budget and compared actual expenses against projected budget.
• Collaborated with HR to evaluate labor needs and hiring patterns.
• Processed statistical files after month-end closing.
• Determined and tracked budget expenses with accuracy and transparency.
• Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment.
• Compiled and reviewed procurement data to make effective projections.
• Reviewed postings and documents for accuracy, correctness, and appropriate coding. Demonstrated concepts using charts and graphs to depict historical data and projected trends.

While working in The Adjutant General -CA, within the California Army National Guard Joint Force Headquarters, for G1 (Enlisted PERS MGMT SECT). I served as the principal budgetary analyst advisor/NCO to senior leadership, top management personnel, and military personnel. Maintain a $9.8 million annual budget consisting of base and OCO funds within the infrastructure and support functions of the state National Guard. Provided technical guidance to military personnel, colleagues, and customers. Interpret regulations and other guidance from USPFO headquarters governing the budget and other financial operations. Maintained program and operation balances. Provided efficiency and economy for operations to accomplish program objectives for G1 Headquarters California Army National Guard (CAARNG).

Provided oversight and compliance for budgetary programs, policies, and procedures. Prepared annual budget formulation documents and ensured the performance of reconciliations. Reviewed historical financial data and analyzed trends for forecasting and validating budget estimates. Drafted analytical briefings and reports for senior staff. Gathered data from diverse sources for use in preparing reports, and evaluated current programs and proposals for use in future program activities.

Monitored and tracked ULOs, allocations, obligations, and expenditures throughout the budget execution phase. Analyzed financial situations, made recommendations for corrective actions, and developed or assisted program managers in the annual operating budget submission. Provided financial advice, interpretation, and guidance on budget-related matters, which included funding availability, budgetary changes, and year-end. Reviewed historical financial data and analyzed trends for forecasting and validating budget estimates.

Prepared financial documents, including purchase requests and agreements, and prepared present budget status reports. Provided management with updates throughout the year on spending trends and other potential budget issues.

Prepared and drafted various documents, including newsletter items, responses to routine inquiries, reports, letters, and other related documents. Provided financial advice, interpretation, and guidance on budget-related matters, including types of funding available, budgetary changes, and year-end closeout procedures. Certified all payments of travel advances and reimbursements to all G1, state employees, and the National Guard. Monitored and reviewed obligations for accuracy and timeliness. View and analyze DTS obligation documents to determine validity, classification of obligations, and voucher payment. Assisted with reconciling subsidiary accounts to general ledger accounts and developed accounting spreadsheets.

Experienced reviewing and interpreting higher headquarters orders, guidelines and directives, and policies and precedents to assess the impact on State programs; Certifies funds and coordinates the receipt of Funding Authorizations Documents (FADS) for the state ARNG Comptroller; Develops supplemental guidance and instructions for operating officials on the preparation and submission of budget estimates.

Advises Program Managers (PMs) on the appropriate use of discretionary funds consistent with fiscal law.

Notable Contributions.

• Reviewed obligation reports to assist with fund control.
• Prepares quarterly resource management reports and monthly analysis of financed orders, concerning forecasting expenses.
• Provides management oversight to the budget process, including planning, programming, budgeting, allocation, and execution of funds.
• Reviewed transactions, including reservations, obligations, and disbursements, based on interpretation of laws, regulations, or policy.
• Develops and implements guidelines and policies, as well as management controls, for effective budget execution.
• Ensured against over-obligation of cost centers.
• Successfully reconciled and resolved general and subsidiary ledger discrepancies.
• Served as a functional point of contact for day-to-day budget and financial issues.
• Managed unliquidated accounts and unobligated funds as needed.
• Verified accuracy of commitment registers, accounting data, disbursing reports, travel vouchers, and vendor payments.
• Verified payment transactions with the State of California, USPFO.
• Conducted budget reconciliations, assisted team budget personnel, and performed GFEBS and military pay queries to manage liquidated transactions and adjust fund allocations.
• Prepared funding status reports, briefings, and fact sheets using automated systems such as General Finance Enterprise Solutions (GFEBS) along with DTS and GCSS-A.
• Performed program analysis of actual expenditure compared to planned utilization of annual budget and allotment authority. Evaluated fund availability to balance approved objectives and determined where reprogramming actions were necessary.
• Reviewed, edited, and consolidated annual and multi-year budget estimates for assigned organizations and programs into consolidated budget requests.
• Used judgment in interpreting and adapting guidelines, such as agency policies, regulations, precedents, and work directions for application to specific cases or problems.

Performed day-to-day control and management involving formulation, execution, and analysis of the organization's budget and funding requirements. Served as the primary contact for the Off-Highway Vehicle Grants and Cooperative Agreements Program from the State Department. Ensured proper funds budgeting, planning, and expenditure within legal and administrative constraints, involving the execution of lump sum and line-item appropriations, to analyze and prepare managerial reports. Monitored obligations incurred and actual expenditures. Advised management team on budget matters. Performed audits and attended meetings while traveling 50% for the role. Evaluated and examined collection officer, and contractor direct labor and material costs. Checked reports, records, ledgers, and other documents against invoices, receipts, payroll slips, and other source documents. Verified appropriateness of charges for materials and labor, and determined as well as proper recording.

Provided oral instructions and guidance on the budget process to budget staff and other staff. Reviewed standard collection officers' audit programs and audit steps. Reviewed previous work papers, reports, and other USDA Forest Service guidance materials. Drafted routine and pro forma audit reports and segments of reports covering audit steps performed, including findings, and conclusions. Reviewed and analyzed overall unit and individual sub-unit budgets to ensure the preparation and use of funds in alignment with allocations, policies, procedures, laws, and required formats. Maintained audit working papers, including preparation of schedules, summaries, and reconciliations, as instructed or appropriate. Developed audit risk assessments and prepared audit programs and plans in alignment with risk assessment.

Met with auditee to explain audit purpose and obtain necessary information. Evaluated POSS and examined accounting systems and records, cost representations, internal controls, management policies, and practices to ensure compliance with park fee collections, accounting and auditing principles, standards, and regulations. Forecasted obligation rates over multiple months and years to prepare trend analyses and advised management on the status of programs. Evaluated multi-funding requests involving issues across multiple inter-related programs to determine optimal distribution and adjustment of funds which involved evaluating needs associated with facilities to oversee and review funding requests related to deferred maintenance and capital asset facility construction projects.

Notable Contributions

• Reconciled non-appropriated fund checking accounts and registry primary disbursement accounts monthly. Reviewed financial documents, reports, records, data, and other material to verify completeness, correctness, consistency, compliance, and authenticity.
• Preformed Bi-quarterly Collection Audits on 24-30 employees working who worked as collection officers or unit collection officers. Monitored and provided advice or assistance.
• Interpreted financial regulations and other guidance governing budget operations. provided guidance to serviced units/activities on local fiscal management regulations and directives. Reviewed standard audit programs, audit reports, and applied segments of reports covering audit steps performed, including findings and conclusions, under previous reports and agency reconciliations, as appropriate.
• Provided fiscal management analyses of interrelated administrative processes (budgetary, financial, procurement, and property management functions).
• Participated in the review and analysis of financial reports generated by the financial system and determined compatibility of each with plans, prior month status, other relevant reports, and general ledger.
• Reviewed and analyzed the effect of new/revised regulatory changes and developed applicable procedures.
• Reviewed and coordinated accounting documents such as obligations, payments, corrections, adjustments, receivables, apportionments, and allotments.
• Provided coaching, advice, and counsel to staff on data management capabilities.
• Performed assigned audits and checked reports, records, ledgers, and other documents against invoices, receipts, payroll slips, and other financial reports. Verified appropriateness of charges for materials and labor and determined proper recording of all transactions.
• Developed instructions for the preparation of budget estimates and reports. Analyzed spending trends to determine future budget allocations and prepared program status reports for review at all levels.
• Utilized automated financial program systems, such as the General Funds, following.
• Closed monthly accounts and prepared financial documents (work papers, balance sheets, financial statements).
• Provided advice and guidance on grants, cooperative agreements, and other funding policies, standard operating procedures, and guidelines.
• Researched and analyzed financial reports for OHV state grant management program issues. Monitored, reviewed, and tracked automated systems for incoming grants, grantee reports, and other documentation.
• Prepared monthly variance reports comparing actual results against planned targets.
• Provided technical support for various budgeting software packages used by the organization.
• Developed training materials for staff on how to use budgeting software applications.
• Prepared detailed financial forecasts and projections for upcoming fiscal years.
• Analyzed budget reports to identify discrepancies and recommend corrective actions.
• Coordinated the review process of all submitted budgets prior to approval.
• Monitored compliance with approved budgets throughout the year.
• Developed and implemented budgeting systems to track income, expenditures, and other financial activities.
• Maintained current knowledge of accounting principles and government regulations.
• Compiled and reviewed procurement data to make effective projections.
• Performed budget formulation work involving review and preparation of budget estimates and financial plans.
• Assisted with the preparation of funding requests for new programs or initiatives.
• Performed trend analyses on historical spending data to anticipate future needs.
• Generated reporting packages for business performance results.
• Submitted budget estimates, progress reports and cost tracking reports.
• Compiled current budget data from estimated revenues, expenses and prior budgets.
• Illustrated concepts with charts and graphs showing historical and forecasted trends.
• Analyzed budgets and implemented action plans to rectify issues.
• Developed annual budget and compared actual expenses against projected budget.
• Monitored budget execution work, including obligations incurred and actual expenditures of funds.
• Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment.
• Collaborated with department heads to develop annual operating budgets.
• Conducted cost-benefit analysis for proposed projects and initiatives.
• Participated in meetings with stakeholders regarding budgetary issues.
• Reviewed financial documents such as contracts, invoices, andrequisitions. for accuracy and completeness.
• Performed preliminary review of grant applications and determined input types of grant data and sources required for ad hoc reporting.

Performed day-to-day control and management involving formulation, execution, and analysis of the organization's budget and funding requirements. Served as the primary contact for the Off-Highway Vehicle Grants and Cooperative Agreements Program from the State Department. Ensured proper funds budgeting, planning, and expenditure within legal and administrative constraints, involving the execution of lump sum and line-item appropriations, to analyze and prepare managerial reports. Monitored obligations incurred and actual expenditures. Advised management team on budget matters. Performed audits and attended meetings while traveling 50% for the role. Evaluated and examined collection officer and contractor direct labor and material costs. Checked reports, records, ledgers, and other documents against invoices, receipts, payroll slips, and other source documents. Verified appropriateness of charges for materials and labor and determined, as well as proper recording.

Provided oral instructions and guidance on the budget process to budget staff and other staff. Reviewed standard collection officers’ audit programs and audit steps. Reviewed previous work papers, reports, and other USDA Forest Service guidance materials. Drafted routine and pro forma audit reports and segments of reports covering audit steps performed, including findings and conclusions. Reviewed and analyzed overall unit and individual sub-unit budgets to ensure the preparation and use of funds in alignment with allocations, policies, procedures, laws, and required formats. Maintained audit working papers including preparation of schedules, summaries, and reconciliations as instructed or appropriate. Developed audit risk assessments and prepared audit programs and plans in alignment with risk assessment.

Met with auditee to explain audit purpose and obtain necessary information. Evaluated POSS and examined accounting systems and records cost representations, internal controls, management policies, and practices to assure compliance with park fee collections, accounting and auditing principles, standards, and regulations. Forecasted obligation rates over multiple months and years to prepare trend analyses and advised management on the status of programs. Evaluated multi-funding requests involving issues across multiple inter-related programs to determine optimal distribution and adjustment of funds which involved evaluating needs associated with facilities to oversee and review funding requests related to deferred maintenance and capital asset facility construction projects.

Notable Contributions

• Reconciled non-appropriated fund checking accounts and registry primary disbursement accounts monthly. Reviewed financial documents, reports, records, data, and other material to verify completeness, correctness, consistency, compliance, and authenticity.
• Preformed Bi-quarterly Collection Audits on 24-30 employees working who worked as collection officers or unit collection officers. Monitored and provided advice or assisted.
• Interpreted financial regulations and other guidance governing budget operations. provided guidance to serviced units/activities on local fiscal management regulations and directives. Reviewed standard audit programs, audit reports, and applied segments of reports covering audit steps performed, including findings and conclusions, in accordance with previous reports and agency reconciliations as appropriate.
• Provided fiscal management analyses of interrelated administrative processes (budgetary, financial, procurement, and property management functions). Participated in review and analysis of financial reports generated by the financial system and determined compatibility of each with plans, prior month status, other relevant reports, and general ledger. Reviewed and analyzed the effect of new / revised regulatory changes and developed applicable procedures.
• Reviewed and coordinated accounting documents such as obligations, payments, corrections, adjustments, receivables, apportionments, and allotments.
• Provided coaching, advice, and counsel to staff on data management capabilities. Performed assigned audits, and checked reports, records, ledgers, and other documents against invoices, receipts, payroll slips, and other financial reports. Verified appropriateness of charges for materials and labor and determined proper recording of all transactions.
• Developed instructions for the preparation of budget estimates and reports. Analyzed spending trends to determine future budget allocations, and prepared program status reports for review at all levels.
• Utilized automated financial program systems such as the General Funds Enterprise Business System (GFEBS) to accomplish assigned budgetary work.
• Coordinated financial status briefings for budget presentations to command groups.
• Closed monthly accounts and prepared financial documents (work papers, balance sheets, and financial statements).
• Provided advice and guidance on grants, cooperative agreements, and other funding policies, standard operating procedures, and guidelines.
• Researched and analyzed financial reports for OHV state grant management program issues. Monitored, reviewed, and tracked automated systems for incoming grants, grantee reports, and other documentation. Performed preliminary review of grant applications and determined input types of grant data and sources required for ad hoc reporting.

Mission Manager Office, Retrograde and Re-Utilization, Re-Distribution Directorate, R3 Program Management Division.

Resolved conflicting program requirements, using knowledge of supply management, inventory control systems, methods, and procedures. Evaluated the impact of variables that influence selected courses of action. Managed interrelationships of supply chain management concepts and regulations, policies, and precedents affecting military interdepartmental purchase requests (MIPRs) and production orders. Read, interpreted, and applied applicable reference material, such as spare procurement regulations, manuals, catalogs, records, and MIPRs, to accomplish tasks and resolve complex system-related problems/issues. Operated forklift, including loading/unloading, indoors/outdoors, into containers, and onto trucks.

Notable Contributions.

• Designated Acting Program Manager for Division, R3 Operations, with authority and accountability for all program, function, and personnel direction during the absence of the Program Manager.
• Played a key role in managing installation and organization’s non-expendable, expendable, and durable property via warehouse logistics, requisition, supply (tech) stocking, and property book accountability.
• Received OSHA training in several fields.
• Monitored stock levels; reported low-stock levels to supervisor or purchasing department.
• Verified accuracy on pick tickets before releasing products for shipment.
• Coordinated with vendors to ensure timely delivery of goods.
• Developed and implemented procedures for storage, handling, and distribution of supplies.
• Prepared reports summarizing current inventory levels and trends in demand.
• Analyzed inventory data to determine reorder points for each item stocked in the warehouse.
• Operated a variety of hand tools such as electric pallet jacks and shrink wrap machines.
• Maintained accurate records and provided traceability of documentation by applying required inventory management accounting and control systems.
• Diverted or located supplies for emergency response such as disaster relief.
• Generated and managed maintenance records for services requested and performed.
• Maintained records of damaged goods, backorders and applicable regulatory reporting.
• Oversaw subcontractor activities through the evaluation of proposals and the formulation of performance specifications.
• Explained proposed solutions to customers and management through oral presentations and written proposals.
• Monitored regular maintenance and protection of project infrastructures and equipment.
• Organized purchase and delivery of materials needed for various contracts.
• Verified inventory computations by comparing to physical counts of stock and investigating discrepancies.
• Directed and supported compilation and analysis of technical source data necessary for product development.
• Abided by safety training protocols and accident preparedness procedures to maintain safe working conditions.
• Reviewed logistics performance with customers against service agreements, targets and benchmarks.
• Implemented inventory control measures to safeguard sensitive items and equipment.
• Assisted in the creation of training materials and technical manuals for new team members.
• Managed movement, sorting and loading of supplies to keep deliveries on schedule.
• Redesigned movement of goods to minimize costs and maximize value.
• Stayed informed of logistics technology advances to apply appropriate solutions and improve processes.
• Loaded, unloaded, moved and sorted materials to keep items flowing to correct locations.
• Entered items into the computer system, created labels, and assigned storage locations.
• Tracked data to forecast requirements and determine appropriate reorder points for optimal inventory levels.
• Confirmed surplus inventory and managed the return of excess, unopened, salvageable, and repairable items, as well as scrap, to designated sorting yards.
• Set and administered supply budgets and tracked all expenses.
• Tracked shipments using computerized tracking system or manual methods; maintained logs as required by company policies or government regulations.
• Contributed to cycle counting tasks to ensure precise inventory levels..
• Collaborated with various departments to guarantee the prompt delivery of requested items.Directed material control and accounting input data processing and evaluated output documents from supply systems.
• Validated surplus stock and facilitated return of excess, unopened, recoverable and repairable materials as well as scrap to assigned sort yards.
• Directed team activities by establishing task priorities and providing guidance.
• Supported logistics department by leveraging existing resources with cost-effective savings.
• Prepared purchase orders for new stock when needed.