Jose Simon Vargas Urrutia
Leesburg,VA
Summary
Experienced financial professional with 25+ years of expertise in accounting, financial management, financial analysis, and controllership. Dedicated team player, adept at collaborating with cross-functional teams to drive financial success. Proven track record of implementing strategic financial initiatives to optimize business performance. Skilled in analyzing complex financial data and providing actionable insights to support informed decision-making. Committed to delivering accurate and timely financial reporting while ensuring compliance with regulatory requirements.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sr. Budget Analyst SME
WMATA
01.2025 - Current
- Serve on operating budgeting practices and methodologies to implement a new Fusion EPM system
- Data Management: Ensure accurate and timely data entry of position budget information
- Analyze and validate position budget data for consistency and integrity
- Develop and implement data quality control procedures
- Support data migration activities related to position budget
- Develop position budgeting processes and best practices
- Troubleshoot user issues and escalate complex problems
- Partner with cross-functional teams (e.g., Finance, Operations, Business Units) to ensure accurate data collection and reporting
- Provide training and support users on Oracle Fusion functionalities related to position budgeting
- Assisting in planning, monitoring, and executing current and future year budgets
- Pulling Status of Funds Reports to validate division current funds status
- Providing financial and budget transactional data and budget support
- Analyzing trends in spending and progress toward meeting budgetary objectives
- Leads forecasting and variance analysis of financial performance
Sr. Program Analyst
Ajanta Consulting
01.2024 - 12.2024
- Conduct and support strategic planning and analysis of Research Support Division DHA-DoD mission essential tasks and identify and maintain organizational charts
- After analyzing this Charts provide audit advice with the Testing performance
- Cooperates and partners with other internal organizations including, but not limited to program management, contracts, FP&A, supply chain and operations
- Participate and support any briefings to internal (DoD) and external organizations
- Management of AI, tools have been used to prepared scope of work and accurate Testing projects
- DHA-use a Military Program to Research -Health and assist the integration of USMU-NAVY-AF to integrate logistics-economics for our Objectives and scope of Projects, gathering Data and I prepared the Formulation for all the Directions
- Formulates research following DHA process and leverage financial management, budget analysis, and acquisition economics PPBE programming, execution, monitoring, and oversight of research and development (R&D) lifecycle
- Planning, Programming, Budgeting, and Execution (PPBE) processes, and ongoing financial and annual audit analysis
- Conducts independent research and study into current or planned financial management policy & procedures
- Assist in developing and updating RSD’s vision, goals, and strategic plans to support branch missions
- Evaluate RSD’s support services, programs, processes, and/or solutions and as applicable, offer suggestions
Sr. Finance Analyst
Advantage / Savantage (DTRA-DoD Arlington Virginia)
01.2023 - 01.2024
- Financial Reporting and Analysis Internal Control Review
- Arlington Financial Improvement and Audit Readiness (FIAR) Support
- GFEBS and Financial Management System provide path to income and expenses-Reports
- Acquisition-Procurement review contracts and Cost Estimate analysis
- Preparing and coordinating the dissemination of documents and materials related to monthly reporting, entering commitment and obligating funding documents
- DFAS (Defense Finance Accounting Service) helps to audit acquisitions Projects
- Preparation Excel : Spend Plan Budget Daily for the Divisions
- Review of ULO/WAWF unliquidated obligations
- To confirm Invoicing and Receiving Obligations
- Prior reconciliation and accuracy of the Data & ADVANA System
- Work with team of process Planification, Programming, Presupposed y Execution (PPBE)
Sr Accountant III
Deloitte
06.2022 - 12.2022
- Executed budget resource management functions by applying accounting principles, methods, procedures, and ICs
- Supported annual OMB A-123 audit requirements exercise sound judgment in selecting and interpreting information
- Audited to comply with federal regulations and policies (readiness, financial statement audit)
- Facilitated on-time team preparation of quarterly reports, using auditing standards, cost accounting, internal audit, and A-123 Audit System
- Analyzing Financial Records: Examining the contractor’s financial and accounting records to ensure compliance with federal regulations and contract terms per DEA Regulations
- Provide Budget analysis, forecasting and truck allotments
- Review and audit Contracts and maintain coordination per any issue for further clarification
- Providing Advice: Offering recommendations and advice to the requested federal agency-based analysis
Sr Financial Analyst
Ho-Chunk Inc Quantico (DoD-USMC)
10.2020 - 05.2022
- Developed, executed, and provided oversight into budgets and provided detailed analysis of fixed assets for forecasts
- We perform audit trials, testing utilization of FMS and ensuring with applicable accounting GAAP standards
- GFEBS elaboration Reports and assessment Spend Plan
- Acquisition & Procurement : Monitoring the execution of funds, analyzing Budget for the preparation monthly reports
- Tracked and reported on full lifecycle federal budget commitments, obligations, and audit expenditures
- Provided preliminary judgment reports on the effectiveness of audits
- Managed and maintained a database
- Provide recommendations via reports
- Ensuring Compliance with contractors adhere to all relevant federal laws and regulations
- Financial Records: Examining the contractor’s financial and accounting records to ensure compliance with federal Law
Sr Financial System Data Analyst
ITility LLC DHS-CWMD
04.2016 - 09.2020
- Provided excellent leadership and oversight for complex budgets
- Advana System
- Led full lifecycle audit to track and report federal budgets
- Created reports identifying areas for improvement relating to billing, budgets, and reports
- Made recommendations for resolutions and provided answers to external auditors
- Qualitative Analysis
- Conducted significantly detailed analysis of monthly variance for fixed assets and used excellent performance
- Performs quality checks of DHS/CWMD financial and contract management systems database information,(FMS)
- Supports DHS/CWMD financial management systems, and status reporting (ex: tracking and monitoring commitments, obligations, expenditures, contractor cost data, burn rates, invoices, trends
Budget Analyst III
Quantum Solutions
01.2007 - 03.2016
- Reimbursement Work Authorization
- DFARs expertise for most of the Federal Agencies in Washington DC and Managed audit projects for Agencies
- Acquisition and Procurement process and Budget Operations Support
- Preparing and coordinating the dissemination of documents and materials related to monthly reporting
- Preparation Excel Cost Estimate or ICE Indeped Cost estimate
- Review of ULO/WAWF to confirm Invoicing and Receiving Obligations
- Prior reconciliation and accuracy of the Data
Education
Bachelor's -
University Pedro Ruiz Peru
01.1986
Skills
- A-123 Audit Internal Controls
- Research and liquidate Unliquidated Obligations (ULOs)
- Procurement Process
- Risk Assessment & Reporting Reconciliations-Data Analytics
- Audit Remediation/Analysis
- Experience with PPBE / FP&A
- Active S_SC
- Fed-Contracts experience
- Analysis :Budget, expenses, commitments, obligations
- International Finance
- Financial Planning and Analysis
- Forecast &Reports
- Advancing Analytics
- Contracts Management
- Team Development
- Reports Management level
- Risk Management & Mitigation
- Acquisition process
- GFEBS - DoD Agency
- Monitoring financial status programs
- GAAP /DCAA/ DCMA
- International negotiations
- Controllers & Fiscal Law
- DoD Finance Management
- Audits, remediation
- Procurement, Contracts
- Electronic Government systems
- Work projects(cradle-grave)
- Depth monitoring with finance Area
Accomplishments
Formulation new Operational Manual Procurement for GSA
- Achieved : formulation of RWA Contracts depending funding ( Annual, No year appropriation and 5 years appropiarion by introducing Financial Management , Reimbursable Work Authorization for Contract per Agencie tasks.
Certification
- 1-FY25 Controllers Accreditation & Fiscal Law Course-DoD JAG University
- 2-Audit A-123and OPMs A-127A-130 Internal Controls Certification | DEA | Washington, DC | 2022.
- 3-GAAP Generally Accepted Accounting Principles | DHS, CWMD | Washington, DC | 2007 – 2024/DCAA.
- 4-Financial Management Systems (FMS & FMIS) /GFEBS DAWIA Defense Acquisition Workforce Improvement Act.
- 5-DoD Financial Management/DHS/DHA/ GSA Manual OP System
LANGUAGES
English, Spanish, French, Polish, Portuguese.
Timeline
Sr. Budget Analyst SME
WMATA
01.2025 - Current
Sr. Program Analyst
Ajanta Consulting
01.2024 - 12.2024
Sr. Finance Analyst
Advantage / Savantage (DTRA-DoD Arlington Virginia)
01.2023 - 01.2024
Sr Accountant III
Deloitte
06.2022 - 12.2022
Sr Financial Analyst
Ho-Chunk Inc Quantico (DoD-USMC)
10.2020 - 05.2022
Sr Financial System Data Analyst
ITility LLC DHS-CWMD
04.2016 - 09.2020
Budget Analyst III
Quantum Solutions
01.2007 - 03.2016
Bachelor's -
University Pedro Ruiz Peru
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