JOCELYN CARTER JACKSON
Silver Spring,MD
Summary
Financially-minded Budget Analyst with 20 years of assisting companies, programs, and teams with analysis & improvement of overall spending patterns. Additional expertise includes financial monitoring management and reporting to upper management & leadership on budgetary trends through the budget formulation process. Detail-oriented Budget Analyst successful at controlling expenses by conducting comprehensive analyses of diverse data and making accurate projections. Knowledgeable about accounting functions, fiscal requirements and budget expenditures. Detail-oriented Senior Budget Analyst proficient in monitoring costs, investigating variances and processing data files. Excellent multitasking, problem-solving and interpersonal abilities. Prepared to bring 20 years of related experience and take on a new professional challenge. Highly organized Budget Analyst adeptly performs financial planning and analysis tasks. Develops and manages budget execution and program budget recommendations with precise forecasting and data-based explanations. Provides strategic financial advice and recommendations for organizational consideration and implementation.
Overview
29
29
years of professional experience
Work History
Budget Analyst - IRM
Department Of State, US Govt
01.2019 - Current
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Identified and monitored budget expenses for accuracy and signs of fraud.
- Created and updated expenditure reports in Excel & IRM Financials.
- Monitored and reported budgetary discrepancies to senior management to maximize reporting efficiency and finalized spending plans.
- Generated annual budget forecasting information for Fin-Plan, Funds Reviews and SWOT analysis reports.
- Recommended financial solutions to program offices based on detailed financial analysis.
- Evaluated procurement needs and projected expenditures.
- Compiled statistical data after each month-end closing.
- Checked key performance indicator reports for accuracy and completeness.
- Implemented budgetary monitoring techniques to improve corporate spending habits.
- Consolidated budgetary models for IPP (Invoice Processing Platform) by reducing late interest penalties by efficiency reducing all of IRM's penalties by 95.2% or $238,000 from FY18 - FY23 to under $12,000.
- Developed, analyzed and modified budgets to allocate current resources and estimate future financial requirements.
- Monitored contracts and analyzed expenses to facilitate financial objectives.
- Submitted recommendations to budgets and forecasts for approval or disapproval.
- Utilized software to analyze and report on budget trends.
- Identified and implemented process changes resulting in improved performance and accuracy with reduction of loss.
- Prepared response strategies to avoid potential budget cuts.
- Skilled at working independently and collaboratively in team environment.
- Self-motivated, with strong sense of personal responsibility.
- Worked with program offices to assess labor patterns and needed requirements.
Accounting Clerk
Foreign Service Institute
03.2017 - 03.2019
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Input thousands of monthly invoices with consistent accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Managed accounts payable and receivables and invoices.
- Maintained accounting records utilizing in-house and client systems.
- Monitored status of accounts receivable and payable to facilitate the Prompt Payment processing as stated in the FAR Section 52.232-25.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Collected and summarized expenses for overages or shortfalls.
- Tracked expenses to comply with budgets.
- Analyzed and verified employee E2 travel expense reports for accuracy.
- Generated comprehensive reports for senior management, covering key financial metrics.
- Assisted in review and revision of budgets based on business needs.
- Monitored guest ledger, advance deposit ledger and related ledgers to deliver proper internal control.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Used accounting software to prepare weekly and monthly financial reports.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Verified items billed against items ordered and reconciled differences through follow-up with vendor.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Coordinated with external auditors to resolve discrepancies.
- Completed review functions to facilitate accurate and prompt staff payments.
- Transferred data and documents to facilitate system migration and software updates.
- Coordinated office supply ordering to avail materials for streamlined operations.
- Assisted management with annual expense plans to strategically track budget increases and budget decreases.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
Contracting Officer Representative
On Campus Marketing LLC
01.2016 - 01.2017
- Advised 8 technical staff, finance partners and stakeholders regarding contract terms and conditions, applicable institute policies and procedural implementation.
- Collaborated with 30 subcontractors and procurement personnel on issues relating to contractor acquisition and support.
- Implemented risk mitigation strategies and drafted applicable contract terms and conditions, taking preventive action during negotiations and issue resolution.
- Developed and integrated contract management tools, templates, methods and processes for partner engagements.
- Coordinated with 4 post-award staff to advise on contract compliance regarding execution, financial discrepancies, payment terms, deliverable timelines and security breaches.
- Coordinated with 4 post-award staff to advise on financial discrepancies, payment term violations, deliverable delays and security breaches.
- Practiced risk mitigation strategies, drafting preventive contract terms and resolving disagreements during negotiations.
- Used standard forms and templates based on individual circumstances, amending as necessary to keep contractual language relevant to evolve with revised standards.
- Monitored inventory levels and avoided shortages with timely replenishment of stock.
- Cultivated strong relationships with hundreds of vendors to maintain and improve levels of customer service.
- Reviewed and approved thousands of purchase orders and invoices for accuracy and completeness.
- Negotiated pricing and terms with vendors to secure best value for company.
- Communicated regularly with 20 suppliers to uphold accountability for quality standards and timely delivery of goods.
- Researched and evaluated potential suppliers to determine best fits for company needs and to identify cost savings opportunities.
- Established and maintained accurate records of purchases, pricing and payment terms.
- Generated reports on purchasing activities to support management decisions.
- Trained 3 purchasing staff to improve effectiveness of purchasing operations.
- Facilitated resolution of vendor disputes and discrepancies.
- Analyzed market and delivery systems to assess present and future materials availability.
- Scrutinized purchasing data to identify areas for improvement and cost savings.
- Developed and tracked metrics to measure supplier performance and cost savings.
- Collaborated with internal stakeholders to create timely and accurate purchase orders.
Tax Examiner/Accountant-Bookkeeper/Contractor Specialist
DC Tax & Revenue Service
09.2016 - 12.2016
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Communicated with over 50 taxpayers in writing and by telephone.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Investigated and pursued delinquent accounts.
- Recommended financial solutions in relation to tax implications.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Researched tax issues and stayed current on all federal and state tax laws.
- Attended continuing education and IRS courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Analyzed tax issues and made recommendations for remediation to management.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
- Assisted 2 managers in planning and execution of short-term and longer term goals and objectives.
- Calculated estimated and DC tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Increased DC Tax departmental effectiveness through adoption of quality improvement standards and unit performance evaluations.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts which reduced the fraudulent tax filings by 54.3%.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
Accountant-Bookkeeper/Contractor
Windsor Court & Towers
05.2016 - 08.2016
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Matched purchase orders with invoices and recorded necessary information.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reported financial data and updated financial records in ledgers and journals.
- Identified accounting errors when cross-referencing documents and database information.
- Analyzed financial data to assist in budget creation and forecasting.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Reduced financial discrepancies through transaction monitoring and management.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Input financial data and produced reports using Yardi, Excel, and Quick Books.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Entered figures using 10-key calculator to compute data quickly.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Inspected account books and recorded transactions.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Audit Reviewer/Tax Examiner/Accountant-Bookkeeper/Contractor's Assistant
Louis Berger
03.2016 - 04.2016
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Reviewed general ledger entries and assessed accuracy.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Analyzed and verified employee expense reports for accuracy.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Input financial data and produced reports using Quick Books and Excel.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Entered figures using 10-key calculator to compute data quickly.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Accounts Payable/Contractor
Adventist Healthcare
01.2016 - 02.2016
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Reached out to 40 vendors and customers to verify information and follow up on client issues.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
- Managed invoices for new materials and parts.
- Developed client rapport by efficiently addressing incoming correspondence and resolving 45% of A/P inquires per day.
- Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
- Streamlined productivity by decreasing time-wasting tasks and helping supervisors.
- Used advanced software skills to produce high-quality documents, reports and presentations.
- Maintained 95.8% accuracy while processing $50 million worth of payments.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Maintained good working relationships with vendors and resolved disputes.
- Prepared vendor invoices and processed incoming payments.
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Evaluated financial records to detect errors and discrepancies.
- Assisted manager in conducting internal audits to analyze findings.
- Studied past records to detect duplicate statements and fraud, avoiding penalties for non-compliance.
- Registered transactions and data on accounting database to track history and safeguard information.
- Stored office and client records on secured server to prevent data losses, conducting regular backups.
- Contributed to producing and interpreting improved finance related methods to establish consistency with accounts payable prerequisites.
- Assisted manager in formulating year-end financial reports to determine financial performance of companies.
Financial Analyst
University Research Co., LLC, URC
01.2014 - 01.2016
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Reviewed thousands of financial reports and streamlined operations to increase productivity and company profits.
- Collected data from other divisions to support quarterly forecasts.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Collaborated to develop and maintain targeted profit plans to sustain growth.
- Determined pricing, margins and risk factors for active and proposed projects.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Reviewed and analyzed project spending throughout project life cycle.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Developed financial projections and forecasts to guide investment decisions.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Developed financial models to assess potential investments and identify potential risks.
- Evaluated performance of existing investments and adjusted accordingly.
- Conducted due diligence on potential investments and presented findings to investors.
- Coordinated with financial advisors to develop long-term investment strategies.
- Improved emergency resolution processes to save time.
- Helped hundreds of clients make optimal decisions on amounts and timing of capitalization.
- Developed trading strategies to maximize returns on investments.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Monitored market trends and news to identify emerging opportunities.
- Orchestrated client-centered financial packages factoring in current market trends.
- Assisted companies with choosing and timing investments for optimal results.
Assistant Property Manager/Contractor
DLC Management
01.2014 - 01.2015
- Followed up on delinquent tenants and coordinated collection procedures.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Kept accurate records of all resident and tenant correspondence.
- Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
- Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
- Escalated major issues to property manager for immediate remediation.
- Complied with safe housing requirements and contractual obligations by resolving tenant issues and service needs.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
- Resolved conflicts between tenants regarding noise, encroachments, and parking.
- Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
- Attended staff meetings and took extensive notes to share with property manager.
- Collected and maintained careful records of rental payments and payment dates.
- Communicated effectively with owners, residents, and on-site associates.
- Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
- Coordinated appointments to show marketed properties.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Generated leads for sales and rental properties through cold calls and referrals.
- Delivered emergency 24-hour on-call service for tenants on building issues.
- Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
- Investigated property owners and researched current mineral rights details by reviewing hardcopy and digitized records.
Bookkeeper/Contractor
FNIH, Foundation for National Institutes of Health
09.2014 - 12.2014
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Reported financial data and updated financial records in ledgers and journals.
- Used knowledge of local laws to comply with reporting requirements.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Matched purchase orders with invoices and recorded necessary information.
- Inspected account books and recorded transactions.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Entered figures using 10-key calculator to compute data quickly.
- Presented audit findings to accounting manager after reviewing results and paperwork.
Reporting Coordinator Specialist
Live Healthier
05.2014 - 07.2014
- Managed health fair activities to expose customers to health and wellness businesses.
- Collected and tracked information about participation and outcomes of individual programs.
- Organized schedules for comprehensive group fitness programs.
- Built productive relationships with vendors and on-site providers.
- Maximized program enrollment through effective outreach events, cold calling strategies, membership incentives and referrals programs.
- Developed wellness programs targeted on specific groups and areas of wellness.
- Monitored and evaluated program performance to determine value and quality.
- Coordinated marketing efforts to promote fitness and wellness programs.
- Developed and implemented comprehensive fitness and wellness programs to promote healthy lifestyles.
- Helped clients set and achieve health and wellness goals.
- Collaborated with 20 health and wellness professionals to create and execute events, seminars and workshops on various topics.
- Provided individualized fitness assessments, program designs and nutrition counseling services.
- Developed and maintained positive relationships with community members, businesses and vendors to build trust and rapport.
- Conducted needs assessments or surveys to determine interest in or satisfaction with wellness and fitness programs, events or services.
- Skilled at working independently and collaboratively in team environment.
Contract Specialist
RLJ, Robert Lewis Johnson
01.2014 - 04.2014
- Managed full procurement cycle by planning, reviewing, soliciting, awarding, administering and closing out contract to achieve seamless transition at all levels of procurement.
- Closely monitored and evaluated contract performance to determine regulatory compliance and necessary amendments.
- Provided exceptional customer service to diverse clientele even in high-stress environments.
- Reviewed current contracts to identify upcoming contract expirations and coordinated with stakeholders to analyze contract renewals and re-negotiation.
- Created and prepared specific contracts to present to senior management.
- Liaised with outside organizations and financial management analysts to negotiate contract details.
- Negotiated with bidders to achieve fair, reasonable and positive outcomes.
- Tracked resolution status on critical contracts and issues for program management staff.
- Negotiated optimal contract terms and conditions to lessen business risk and maximize financial objectives.
- Performed in-depth market research, identified optimal acquisition strategies and prepared contracts for approval.
- Reviewed contract plans and project specifics for thorough understanding.
- Conducted quality reviews and monitored contract performance.
- Maintained digital and paper and contractual files, ensuring compliance with regulatory mandates and company policies.
- Assisted in resolution of vendor issues for central region by working proactively with market contacts.
- Managed 10 contracts valued at $15 million and led $8 million 90% project successfully.
- Examined records and business information for investment advisors to confirm adherence to government regulations.
- Reviewed 1000 electronic contract administration request system (ECARS) submissions and identified and corrected errors.
Administrative Assistant
SAVA Senior Care
01.2004 - 01.2014
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record customer data.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Assisted development and implementation of new administrative procedures.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Developed strategies to streamline and improve office procedures.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Established administrative work procedures to track staff's daily tasks.
- Volunteered to help with special projects of varying degrees of complexity.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Liaised between clients and vendors and maintained effective lines of communication.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Transcribed and organized information to assist in preparing speeches and presentations.
Executive Assistant to the Chief Operating Officer
Sempra Energy
01.2008 - 01.2013
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Handled confidential and sensitive information with discretion and tact.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Facilitated training and onboarding for incoming office staff.
- Developed and maintained automated alert systems for important deadlines.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Answered high volume of phone calls and email inquiries.
- Organized and coordinated conferences and monthly meetings.
- Conducted research and analyzed data to provide detailed reports on various business topics.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Used advanced software to prepare documents, reports, and presentations.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Handled incoming and outgoing mail, email and faxes.
- Filed paperwork and organized computer-based information.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Took notes and dictation at meetings.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Updated and maintained confidential databases and records.
- Worked with senior management to initiate new projects and assist in various processes.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Coordinated events and worked on ad hoc projects.
- Wrote reports, executive summaries and newsletters.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Volunteered to help with special projects of varying degrees of complexity.
- Screened personal and business calls and directed to appropriate party.
- Created and managed office systems to efficiently deal with documentation.
- Led staff and vendors in providing high level of service for owner and guests.
Event Planner
Metro Maryland Ostomy Association
10.2004 - 10.2010
- Volunteer with yearly Health Fairs at various public and medical locations, Non-Government
- Coordinated with participating vendors during event planning.
- Displayed literature and materials for patients as well as visitors to the booth on current medical needs
- Corresponded with clients to answer questions and resolve issues.
- Conferred with event staff at event site to coordinate details.
- Arranged availability of audio-visual equipment, transportation and displays for various types of events.
Contracts Coordinator
Riverstone Residential
01.2004 - 01.2007
- Monitored incoming contracts and service agreements for correct pricing and information.
- Drafted, reviewed and revised contracts for accuracy and completeness.
- Adhered to legal and contractual requirements for compliant contract processes.
- Addressed contract disputes and provided advice and guidance to resolve issues.
- Facilitated communication between involved parties to enable timely contract sign-off.
- Negotiated and reviewed contracts to protect customer interests.
- Stored and filed contract documents in orderly, organized systems.
- Prepared and issued reports on contract performance and compliance.
- Tracked contract milestones and updated stakeholders to facilitate project progress.
- Streamlined operations by developing and implementing improved contract management processes.
- Assessed risks inherent in contract changes and potential impacts, informing management in detail of concerns to avoid liabilities.
- Created solicitation packages and conducted thorough research for each bid.
- Developed training materials to unify contract management processes and procedures.
- Reduced supply chain expenses by more than [Number]% by sourcing new vendors and negotiating key contracts.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Implemented project management techniques to overcome obstacles and increase team productivity.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Monitored front areas so that questions could be promptly addressed.
- Kept high average of performance evaluations.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Completed bi-weekly payroll for [Number] employees.
- Interceded between employees during arguments and diffused tense situations.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Trained team members on new hotel services and products to support promotional efforts.
- Conducted ongoing reviews of program financial systems to assess cost control measures.
Tax Preparer
Jackson Hewitt
01.1995 - 04.2004
- Seasonal Tax Preparer, Non-Gov
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Maintained compliance by adhering to current tax laws and regulations.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Identified potential audit red flags to minimize risk of IRS audits.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched tax implications for various deductions and credits.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Responded to inquiries from IRS and other tax authorities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
Executive Assistant
ICPRB, Interstate Commission on the Potomac River Basin
01.2002 - 01.2004
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Answered high volume of phone calls and email inquiries.
- Facilitated training and onboarding for incoming office staff.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Used advanced software to prepare documents, reports, and presentations.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Conducted research and analyzed data to provide detailed reports on various business topics.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Developed and maintained automated alert systems for important deadlines.
- Filed paperwork and organized computer-based information.
- Updated and maintained confidential databases and records.
- Worked with senior management to initiate new projects and assist in various processes.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Created and managed office systems to efficiently deal with documentation.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Coordinated events and worked on ad hoc projects.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Took notes and dictation at meetings.
- Handled incoming and outgoing mail, email and faxes.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Screened personal and business calls and directed to appropriate party.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Volunteered to help with special projects of varying degrees of complexity.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Wrote reports, executive summaries and newsletters.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Education
Financial Planning - Payment Integrity
JFMIP Federal Financial Management Conference
Washington, DC11.2022
Future of The Workforce - Financial Planning
JFMIP Federal Financial Management Conference
Washington, DC11.2022
Accounting And Finance - Financial Planning
JFMIP Federal Financial Management Conference
Washington, DC11.2022
Finance Technical - Financial Planning
JFMIP Federal Financial Management Conference
Washington DC11.2022
Business Management & Organization - Financial Planning
JFMIP Federal Financial Management Conference
Washington, DC11.2022
Federal Accounting - Accounting And Finance
ISACA - CGEIT
Washington, DC12.2022
Governmental Financial Management & Control - Accounting And Finance
NASRA
Washington, DC12.2022
Governmental Environment - Accounting And Finance
NASRA
Washington, DC12.2022
Gov. Accounting & Financial Reporting-Budgeting - Accounting And Finance
NASRA
Washington, DC12.2022
CPE Credit Hours: 24 - Corporate Finance
Corporate Finance Institute
Vancouver, BC01.2021
CPE Credit Hours - Accounting And Business Management
Strayer University
Washington, DC01.2019
CPE Credit Hours - Accounting And Finance
Indiana Technology Institute
Fort Wayne, IN01.2018
Bachelor of Science - Accounting And Finance
DeVry University
Downers Grove, IL07.2012
CPE Credit - Accounting And Finance
Keller Graduate University
Arlington, VA09.2018
Skills
- Analyzing Business Processes
- Problem Resolution
- Corrective Actions
- Continuous Improvement Process
- Document Workflow
- Root Cause Analysis
- Store Audits
- Monthly Reconciliations
- Standard Operating Procedure
- Mission Execution
- External Audits
- Quarterly Reviews
- Loss Prevention Strategies
Accomplishments
- Achieved [Result] through effectively helping with [Task].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Collaborated with team of [Number] in the development of [Project name].
Affiliations
National Association of Professional Women. 2014-present
American Society of Military Comptrollers 2019-present
Additional Information
Member of NAPW - (National Association of Professional Women) - 11yr
Member of ASMC - (American Society of Military Comptrollers) - 5yrs
IRM Meritorious Award - 2023
IRM Cash Performance Award - 2023
IRM lowest Late Interest Penalty - 2022
Dean’s List, DeVry University, three semesters - 2009 – 2012
Performance, FSI-CTRMG - 2017 – 2018
Certificate of Appreciation, FSI-CTRMG - 2018
Timeline
Budget Analyst - IRM
Department Of State, US Govt
01.2019 - Current
Accounting Clerk
Foreign Service Institute
03.2017 - 03.2019
Tax Examiner/Accountant-Bookkeeper/Contractor Specialist
DC Tax & Revenue Service
09.2016 - 12.2016
Accountant-Bookkeeper/Contractor
Windsor Court & Towers
05.2016 - 08.2016
Audit Reviewer/Tax Examiner/Accountant-Bookkeeper/Contractor's Assistant
Louis Berger
03.2016 - 04.2016
Contracting Officer Representative
On Campus Marketing LLC
01.2016 - 01.2017
Accounts Payable/Contractor
Adventist Healthcare
01.2016 - 02.2016
Bookkeeper/Contractor
FNIH, Foundation for National Institutes of Health
09.2014 - 12.2014
Reporting Coordinator Specialist
Live Healthier
05.2014 - 07.2014
Financial Analyst
University Research Co., LLC, URC
01.2014 - 01.2016
Assistant Property Manager/Contractor
DLC Management
01.2014 - 01.2015
Contract Specialist
RLJ, Robert Lewis Johnson
01.2014 - 04.2014
Executive Assistant to the Chief Operating Officer
Sempra Energy
01.2008 - 01.2013
Event Planner
Metro Maryland Ostomy Association
10.2004 - 10.2010
Administrative Assistant
SAVA Senior Care
01.2004 - 01.2014
Contracts Coordinator
Riverstone Residential
01.2004 - 01.2007
Executive Assistant
ICPRB, Interstate Commission on the Potomac River Basin
01.2002 - 01.2004
Tax Preparer
Jackson Hewitt
01.1995 - 04.2004
Financial Planning - Payment Integrity
JFMIP Federal Financial Management Conference
Future of The Workforce - Financial Planning
JFMIP Federal Financial Management Conference
Accounting And Finance - Financial Planning
JFMIP Federal Financial Management Conference
Finance Technical - Financial Planning
JFMIP Federal Financial Management Conference
Business Management & Organization - Financial Planning
JFMIP Federal Financial Management Conference
Federal Accounting - Accounting And Finance
ISACA - CGEIT
Governmental Financial Management & Control - Accounting And Finance
NASRA
Governmental Environment - Accounting And Finance
NASRA
Gov. Accounting & Financial Reporting-Budgeting - Accounting And Finance
NASRA
CPE Credit Hours: 24 - Corporate Finance
Corporate Finance Institute
CPE Credit Hours - Accounting And Business Management
Strayer University
CPE Credit Hours - Accounting And Finance
Indiana Technology Institute
Bachelor of Science - Accounting And Finance
DeVry University
CPE Credit - Accounting And Finance
Keller Graduate University
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