Jesse Traylor
Stafford,VA
Summary
Highly motivated and collaborative professional with expertise in finance, business, and IT. Eager to contribute skills and knowledge to a position that offers growth and development. Committed team player with a proven track record of delivering results and exceeding expectations. Ready to make a meaningful impact in a dynamic and challenging environment.
Overview
32
32
years of professional experience
Work History
Financial Management Specialist
United States Marine Corps (USMC)
08.2023 - Current
- Branch Chief of Defense Agency Initiative (DAI) Oracle Time and Labor (OTL) for Programs and Resources
- Advise senior leadership on the development, implementation and, revision of financial management policies on Civilian Payroll programs for entire USMC
- Recommending and implementing new and revised OTL internal controls, strategies and in support of Civilian Marine getting paid timely and accurately
- Direct the USMC DAI OTL helpdesk to assist Information Owners, HR-Customer Service Representative and Super Timekeepers to resolve system issues with payroll, leave, and timecard issues
- Performing program execution review, analysis and appraisal of the operating systems and support programs for USMC
- Review and assess Information Technology General Controls (ITGC)
- Providing interpretive and analytical advice on financial transactions and program execution within DAI
Financial Management Specialist
Defense Human Resources Activity (HQ DHRA)
07.2017 - 08.2023
- As the Lead for DHRA’s Enterprise Risk Management (ERM) and Financial Improvement and Audit Readiness (FIAR), I provide executive oversight and management for the DHRA, along with Financial Reporting and Reconciliations
- In addition, manage the execution of the agency’s Mangers Internal Control Program (MICP)/Risk Management and Internal Controls (RMIC)
- Provide guidance to DHRA Components regarding the compilation of DHRA’s Statement of Assurance (SOA) and submitting on behalf of DHRA to Office of Under-Secretary of Defense (OUSD) Comptroller (C)
- Attend OUSD (C) meetings to discern and gather yearly compliance and guidance requirements
- Review compilation of submission to the OUSD (C) FIAR and MICP/RMIC office
- Provide guidance and direction to ensure issues are resolved timely, requirements and deadlines are met, processes are improved and implemented, and internal controls are in place to ensure compliance with laws and regulations
- Lead and coordinate Activity’s Internal Controls over Reporting - Financial Reporting (ICOR-FR) and Internal Controls over Reporting - Financial Systems (ICOR-FS) structure and plan, which includes ITGCs
- Support the Activity’s mission and strategic plan by identifying best practices, process improvement, and change management strategies that support the activity’s audit readiness and remediation for sustainment
- Create/develop executive level metrics reports on active audit engagements for the activity to brief DHRA's Office of Director on a bi-weekly basis
- Lead and perform analysis of business processes to identify risks and develop mitigation plans to present to Senior leadership throughout DHRA
- Plan, initiate, coordinate, and conduct in-depth analyses involving operational and functional processes to validate the compliance by validating Key Supporting Documents (KSDs) to support audit remediation with correction/corrective actions of deficiencies to prevent a 'pencils down' from auditors
- Manage the oversight and review of procedures and processes on financial management issues, audits, and identifying interrelationships (dependencies on other organizations)
- Actively review and research policies and regulations that may have an impact on the Activity business processes and audit readiness efforts
- Lead the assessment of DHRA's Procedures to provide Business Process Documentation to support OMB A-123 compliance
- Oversee the tracking and reconciliation of all auditor Provided by Client (PBC) requests, testing samples/follow-up questions/exceptions in an Audit Response Center Tool, Notice of Findings and Recommendations (NFRs) & Corrective Action Plans (CAPs)
- Develop Work Breakdown Structures (WBS), Cost Element Structure (CES), Entity Level Controls for RMIC and FIAR and Remediation
- Analyze system reporting capabilities and interfaces for recommendation of system functionality and configuration management for ITGCs and system controls
- Work with Defense Manpower Data Center (DMDC) to analyze, define and refine system tools and procedures manuals to assist management in operating more efficiently and effectively
- Knowledge and experience working with budgetary and proprietary accounts, sub-allotments, general ledger and subsidiary ledger accounts
- Manage the individual and team reviews of Audit Samples by Self-testing for DHRA to identify any Material Weaknesses, Reportable Conditions or Self-identified deficiencies
- Research new accounting pronouncements and identify opportunities to improve internal controls in coordination with DHRA's MICP/RMIC Coordinator, accounting procedures, financial statement and overall operational efficiency to improve business practices to increase effectiveness and to ensure we serve as best stewards of taxpayers’ money
- Interview and educate DHRA’s functional system POCs on Complementary User Entity Controls (CUECs) to include SSAE 18s, SOC-1 reports, and CSOC reports in order to have DHRA compliant in accordance with regulations on ITGCs
- Conduct quality assurance reviews of audit samples to include obligations, expenses, and liquidation across multiple business process areas
- Managed the successful development and implementation of DHRA’s CAPs resulting in the re-engineering and streamlining of activity end-to-end business processes
Supply Systems Analyst
Defense Logistics Agency (Headquarters)
12.2015 - 07.2017
- Integrate and develop cross functional end to end (E2E) strategy, sets cross functional E2E policy and procedures
- Develop, manage and report cross functional E2E metrics and goals in cost, time, and quality of performance to Logistics (J3) Director and Deputy Director
- Recommend and set standardization guidelines for the Logistics and Acquisitions directorates at DLA
- Work on team the lead Continuous Process Improvement- Process Integration Team
- Monitor enterprise performance on Logistics and customer service of Materiel
- Conduct internal control planning for the Logistics directorate
- Assist in performing enterprise Audit Response and Sustainment
- Facilitate cross functional solutions with Functional Process Owners, Field Enterprise Process Managers and Field Process Cycle Managers
- Develop the DLA’s Business Continuity of Operations Plan (COOP) to ensure DLA could carry out its mission in emergency situations
- Educate and train DLA personnel on COOP at DLA Headquarters and the various field activities
Financial Management Specialist
United States Air Force (Secretary of Air Force – Comptroller (SAF-FM))
05.2011 - 12.2015
- Financial Management Certification Level III
- Wrote and coordinated the Air Force Civilian Payroll Policy Guide book
- Assisted the Air Force in making financial improvement plans (FIP) and prepare for audit readiness
- Provided senior level coordination of accounting issues; develop regulations, procedures, and guidelines to implement new policies
- Analyzed financial data and recommend changes to policies, procedures, or guidelines to improve data quality
- Planned, developed, and coordinated financial management improvements that have an impact on accounting throughout the Air Force
- Developed and closed out Corrective Action Plans for Payroll
- Developed Plan of Actions and Milestones (POAM) for Payroll to maintain schedule and tasks
- Reviewed FASAB, OMB, GAO, GAAP and Treasury policy and guidance to assess and recommend appropriate actions
- Worked the various accounts of the USSGL for Payroll to perform a Quantitative Drill Down (QDD)
- Analyzed financial data and system outputs to develop appropriate methods to edit and/or validate data reviewed
- Reviewed, developed and maintained business requirements for centralized automated accounting systems
- Reviewed and assessed ITGCs, system controls and CUECs
- Evaluated proposals to integrate relevant data from various financial and operational systems
- Achieved and sustained an unqualified assurance on the effectiveness of internal controls
- Supervised Civilian Pay and Military Pay assessable unit (AU) teams for the Statement of Budgetary Resources Audit by Independent Public Accountant (IPA) firms
- Performed Audit Response for Payroll to IPA firms through Air Force’s Audit Response Center (ARC)Tool
- Assessed, tested and corrected deficiencies in all processes, internal controls, systems and supporting documentation
- Communicated to Senior Leadership (Secretary of Air Force Comptroller and DCMO) status of the Civilian Pay assessable unit in briefings and presentations
- Coordinated with the Office of the Secretary of Defense (OSD) of deliverables for asserting the Civilian Pay assessable unit
- Worked OSD Comptroller Financial Improvement Plan (FIP) for U.S
- Air Force
Manager/ Advisory
KPMG LLP
09.2005 - 05.2011
- Process Lead for the reengineering of client's policy and procedures
- Reviewed and evaluated the financial statements, transaction flow, financial risk, and financial reporting for clients Procure to Pay/Account Payables and Order to Cash/Account Receivables business cycles
- Developed briefing papers based on the results of review containing recommendations for improvement
- Advised client in various areas of Internal Controls
- Led the data cleansing team in clearing Over Aged Account Payables and Account Receivables
- Developed an access database for the data cleansing team to input work assigned by the client and work that was completed for reporting purpose
- Supervised team members through the process analysis phase ICOR-FR and ICOR-FS
- Developed analytical reports of the team’s findings and resolutions (root cause analysis) for the client decision-making
- Performed an evaluation of internal controls (to include ITGCs, system controls and CUECs) related to AP, AR, revenue, and expenses
- Developed CAPs for system controls in support of OMB A-123
- Provided report and configuration recommendations for clients identification and analyzes of the systems and reports
- Developed a Resource Requirement presentation for client to assist in identifying manpower needs for the upcoming years
- Supervised employees on annual evaluation, career planning and daily operations
- Reviewed and submitted recommendations on Agency’s SOA and the Tri-Annual Review (TAR)
- Performed OMB Circular A-123 requirements
- Developed flowcharts for Business Processes
Analyst
Tessada & Associates
04.2003 - 09.2005
- Company Overview: Center for Disease Control and Prevention (CDC)-Procurement and Grant Office (PGO) & Financial Management Office (FMO)
- Contract maintenance and closeout for PGO
- Prepare entries and review of Debt & Property management transaction into General Ledger using Oracle Financials
- Supervision and control of collection of Travel & Salary (T&S) advances
- Supervised Procurement and Grants team on daily operations and annual evaluation and ranking
- Other duties have been to review contracts and grant awards for consistency with requirements; reconciling assistance requirement funds to awarded contracts and grants, and review of financial statements from grantees for consistency with PGO Requirements
- Task included preparing templates that were subsequently adopted for the purpose of Performing Grant Close Out exercises at the CDC
- Research and application of key accounting guidance on the tracking of government grants for accountability
- Managed the system information for Debt & Property Management accounting at the CDC in FMO
- Developed business performance studies of grants monitoring by Centers, Institutes and Offices
- Communicated findings and recommendations to Grant Specialist for documentation
- Center for Disease Control and Prevention (CDC)-Procurement and Grant Office (PGO) & Financial Management Office (FMO)
Senior Accountant
Griffin Services
02.2002 - 02.2003
- Supervised General Ledger accountants and accounts receivable
- Prepared financial reports for Executive Management
- Assisted in bid proposal and pricing for new government contracts
- Analyze and produce financial reports for parent company in the U
- K
- Prepare company taxes for the states company conducted business
- Assist in leading Griffin Services in ISO-9000 certification by being focal point in policy and procedure documentation in accounting and operations areas
- Work with Executive Management on budgeting and forecasting of the company
- Worked and assisted all aspects of Payroll
- Worked under the direction of the Information Systems manager on accounting systems and the LAN systems
Accountant
Northern Trust Retirement Consulting
11.2001 - 02.2002
- Temporary position
- Prepared accruals for retirement funds in Infinium accounting system
- Wrote SQL programs for reports needed by supervisor and others in finance department
- Constructed budgeting process for Atlanta location that became a standard operating procedures
Team Leader
Tessada & Associates
09.1999 - 10.2001
- Supervised professional accounting staff of six
- Provided consultation and financial reports to clients
- Review employee's audit efforts, train and develop personnel to utilize systems such as excel, access and automated accounting systems
- Manage High Priority accounts with companies such as GE, Lockheed Martin, and Raytheon whose accounts are between $300 million and $3 billion
- Assisted in convergence to Contract Reconciliation System(CRS) from legacy system
Accountant
Analytical Services, Inc.
12.1998 - 09.1999
- Responsible for large contracts the government has which exceed over $100 million
- Updated and implemented monthly management report for ASI (Analytical Services, INC.)
- Worked to insure the integrity of data in different automated systems
- Administrative team leader for company based in Huntsville, Alabama
- Reconciled General Ledger accounts in accounting systems
- Audited government contracts for validity of payments
- Prepared financial statements and reports for clients
Financial Management Specialist
U.S. Air Force
12.1994 - 12.1998
- Conducted internal reviews and audits of Finance and Accounting divisions
- Consulted and presented to senior management center's performance reports
- Worked with the budget and outstanding accounts (Accounts Receivable) for the Operation Location for DFAS-Dayton and Air Force Materiel Command
- Worked accounts payable and decreased interest paid for Robins Air Force base by 35 percent
- Researched and monitored the outstanding accounts in Accounts Receivable
- Assisted in developing policies to improve center's accounting processes
- Consistently recovered nearly $1 million quarterly for Air Force in Accounts Receivable
Accounts Payable/Intern
Charter Federal S&L
04.1993 - 09.1993
- Paid invoices for all branches
- Worked ACH for Main branch
- Developed worksheets and databases for Payroll and Budget
Education
Diploma - Information Technology
DeVry University
Columbus, OH11.2001
Bachelor of Business Administration - Accounting
La Grange College
La Grange, GA06.1994
Skills
- Microsoft Office
- Access
- Excel
- PowerPoint
- Project
- Visio
- Word
- Oracle
- SQL
- Visual Basic
- HTML
- Object-Oriented languages
Financial operations
Financial statement analysis
Financial Auditing
Organizational Development
Decision Support
Due diligence
Management accounting
Working capital management
Financial software
Internal Controls
Financial Policy Development
Financial Training
Teamwork and Collaboration
Problem-Solving
Time Management
Attention to Detail
Problem-solving abilities
Reliability
Excellent Communication
Critical Thinking
Organizational Skills
Effective Communication
Analytical Thinking
References
Available upon request.
Timeline
Financial Management Specialist
United States Marine Corps (USMC)
08.2023 - Current
Financial Management Specialist
Defense Human Resources Activity (HQ DHRA)
07.2017 - 08.2023
Supply Systems Analyst
Defense Logistics Agency (Headquarters)
12.2015 - 07.2017
Financial Management Specialist
United States Air Force (Secretary of Air Force – Comptroller (SAF-FM))
05.2011 - 12.2015
Manager/ Advisory
KPMG LLP
09.2005 - 05.2011
Analyst
Tessada & Associates
04.2003 - 09.2005
Senior Accountant
Griffin Services
02.2002 - 02.2003
Accountant
Northern Trust Retirement Consulting
11.2001 - 02.2002
Team Leader
Tessada & Associates
09.1999 - 10.2001
Accountant
Analytical Services, Inc.
12.1998 - 09.1999
Financial Management Specialist
U.S. Air Force
12.1994 - 12.1998
Accounts Payable/Intern
Charter Federal S&L
04.1993 - 09.1993
Bachelor of Business Administration - Accounting
La Grange College
Diploma - Information Technology
DeVry University
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