Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

JESSICA GREEN

Summary

Passionate and highly motivated finance professional skillful in managing and breaking down large volumes of information. Adept at analyzing data to identify trends to improve efficiency. Successful at managing multiple assignments while meeting tight deadlines. Enthusiastic, detail-oriented, self-starter with effective problem solving, organization and adaptability skills. Possesses exceptional skills in leadership, communication and interpersonal skills to establish rapport with all levels of staff and management. Active Secret Security clearance holder. Fluent in Spanish.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Project Finance Analyst

Freeman Company
03.2022 - Current
  • Analyze and interpret financial information to understand and interpret business conditions, results, and accounting implications
  • Partner with the projects leads for all financial requirements; provide financial recommendations
  • Assist in translating client needs into budget in support of producer role
  • Build and coordinate monthly accounting reports using Excel, Google Sheets, Procim, Salesforce, Workfront, SAP ECC, etc
  • Create spreadsheets, charts, and graphs identifying financial trends and analysis
  • Use budgeting and accounting systems (primarily Procim and SAP) proficiently to support budgeting and reporting processes
  • Assist in preparation of event Scope of Work to ensure it follows company policy
  • Read, analyze and interpret legal agreements to properly submit client invoices for payment
  • Build budgets in Procim, create purchase orders, project acceptance forms, change orders, purchase invoices and client estimates
  • Assist in preparation of monthly summary financial reports
  • Drive project reconciliation between client budgets/Scope of Work and internal systems
  • Own financial aspects of projects on assigned accounts
  • Lead client financial analysis efforts and consultation
  • Support special projects and ad hoc management reports as assigned.
  • Identify and resolve problems through root cause analysis and research.
  • Cultivate relationships with industry leaders and within company to share tips and information.
  • Perform budget analysis to control expenditures and predict future budget needs.
  • Query databases for information needed for report processing.

Financial Analyst

Science Applications International Corporation
04.2019 - 01.2021
  • Reconciled, tracked and analyzed project commitments, obligations and expenditures using Navy Enterprise Resource Planning (N-ERP), SDW and MS Excel to ensure accuracy
  • Effectively completed Incoming Funding Expense Plans as needed
  • Assisted two project leads in drafting a plan of funds for the upcoming financial year by completing Work Breakdown Structure templates per division guidelines
  • Responsible for ensuring new structures are built in N-ERP for new incoming funds
  • Obtained and analyzed data from project's spending habits to develop and update spend plan continuously and ensure funds are spent accurately to prevent over spending and reverting of funds
  • Responsible for updating data on SharePoint for collaboration with other analysts
  • Assisted project lead in drafting a budget execution plan for financial year by analyzing compiled data and identifying business needs
  • Continued to update budget plan as needed
  • Provided funding to contracts and for material purchases as needed
  • Developed a detailed Excel spreadsheet in financial checkbook to assist in proper tracking of funding provided to contracts for SPN-50 support
  • Edited and balanced spreadsheets for TPX-42/SYY-1 labor report weekly to ensure labor hours are available and expensing properly before expiration of funds; continuously update and report leftover balance of labor earmarks to project lead
  • Provided advice to project lead on funds execution and resolution of some budget issues; as well as information on fiscal year trends, financial status, concerns and recommendations
  • Managed, developed, reviewed and provided detailed information pertaining the financial status on the project budget, with an annual total of >$2.5 million by providing inputs on labor, non-labor expenses, contracts, and anticipated purchase card expenses among other expenses
  • Attended division meetings in order to obtain an understanding of funding requirements as well as any changing policies and procedures
  • Knowledge of the diverse colors of funding such as RDT&E, OPN, SCN and OMN.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.

Supervisor Branch Operations

Navy Federal Credit Union
02.2018 - 04.2019
  • Promoted within 5 months to Supervisor of Branch Operations at Accokeek branch due to demonstrated leadership skills
  • Presented with a Sustained Superior Performance Award in 2018
  • Analyzed current and historical statistics and reports to determine projected growth with the credit union; developed annual financial reports to promote favorable business results
  • Administered Excel spreadsheets and graphs for branch budgeting, purchasing and record retention for business expenses
  • Obtained quantitative and qualitative data of branch procedures to analyze, determine, and promote data driven decisions; monitored and leveraged resources to maintain high operational efficiency and seek continuous improvement; implemented new business strategies as needed
  • Analyzed and resolved highly sensitive, complex and urgent requests regarding financial information/data by suggesting alternative strategies that consistently met/exceeded member and organization's objectives
  • Ensured compliance of policies and regulations while monitoring cash operations and branch self-auditing efforts to keep credit union assets secured and within operational limits
  • Effectively supervised and lead a team of 19 banking professionals by ensuring they had a sound understanding of all credit union financial policies, practices and procedures; conducted monthly branch audits to guarantee accuracy/compliance with NFCU policies and procedures; served as a lead for the resolution of complex and/or unique problems
  • Responsible for ensuring the team handled all cash and other negotiable instruments responsibly by recording it into the financial system per NCUA federal audit regulations; conducted surprise audits on team members cash bags to ensure member's assets were being handled in compliance with internal requirements
  • Conducted recruiting, on-boarding and initial training of new personnel; ensured compliance with all security, HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc
  • Consistently manage multiple priorities independently and/or in a team environment to achieve goals
  • Monitored/audited daily cash operations and prepared end of day balancing Excel spreadsheet to guarantee credit union's assets were within operational limits
  • Encouraged professional development of team by having one-on-ones to review Individual Development Plans; continuously built high morale, confidence and strong performance levels within the team
  • Evaluated subordinate's performance annually to ensure the team developed achieved and maintained product, service and business goals, as well as strong technical skills, high morale, and strong performance levels; counseled team members on performance weaknesses to enhance these skills
  • Developed and implemented schedule to ensure branch was properly staffed for day-to-day operations.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.

Sr Member Service Representative - Mortgage Loan Officer

Navy Federal Credit Union
02.2016 - 02.2018
  • Directly contributed to the achievement of Patuxent River's Richard Cobb Award of Service Excellence for 2017
  • Delivered monthly trainings as Career Development Ambassador to encourage professional development
  • As Branch Experience Champion consistently developed activities/trainings to improve member satisfaction and motivate team to deliver superior member service
  • Developed a monthly knowledge quiz initiative to increase product knowledge within team and drive business growth
  • Consistently provided guidance and assistance to the team by serving as a mentor; provided training for new team members regarding teller operations, institutional policies and procedures ensuring new trainees meet and exceed NFCU's training standards
  • Maintained Level 1 authority to execute overrides, providing teller trainees with supervision to authorize transactions of $10,000 or more of daily banking transactions
  • Ensured audit compliance with operational, security and controller policies/procedures to prevent fraud and protect member assets; Reserve Bank Custodian which included secondary access to credit union's main vault
  • Promoted Navy Federal products and services by conducting financial presentations as part of the outreach team; continuously pursued and leveraged opportunities to conduct outside marketing and promotional activities to members and potential members
  • Eagerly identified opportunities for new membership, checking, credit cards, consumer loans, consumer mortgages, trusts and estate accounts by recognizing member needs/challenges and suggesting credit union strategies that consistently met/exceeded member and institutional objectives
  • Served as Mortgage Loan Officer by advising members of different loan options, credit union products and services through recognition of member needs; entered loan applications into system in accordance with credit union internal processes and policies
  • Provided exceptional member service that consistently exceeded monthly NFCU goals.

Education

Bachelor of Science in Biological Sciences, Minor in International Studies -

VIRGINIA POLYTECHNIC INSTITUTE & STATE UNIVERSITY
Blacksburg, VA

Skills

  • Proficient in Microsoft Word, PowerPoint, Excel (pivot table, VLOOKUP), Outlook, Google Sheets, Procim, Salesforce, Workfront, SAP ECC, Navy Enterprise Resource Planning, SharePoint
  • Workflow Analysis
  • Student Information System
  • Typing: 65 WPM
  • Documentation and Reporting
  • Report Preparation
  • Trend Modeling
  • Financial Statements Expertise
  • Team Collaboration and Leadership
  • Account Reconciliation
  • Financial Management
  • Budget Forecasting

Certification

Active Secret Security Clearance

Languages

Spanish
Native or Bilingual

Timeline

Project Finance Analyst

Freeman Company
03.2022 - Current

Financial Analyst

Science Applications International Corporation
04.2019 - 01.2021

Supervisor Branch Operations

Navy Federal Credit Union
02.2018 - 04.2019

Sr Member Service Representative - Mortgage Loan Officer

Navy Federal Credit Union
02.2016 - 02.2018

Bachelor of Science in Biological Sciences, Minor in International Studies -

VIRGINIA POLYTECHNIC INSTITUTE & STATE UNIVERSITY

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JESSICA GREEN