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 capital expenditures.
Overview
16
16
years of professional experience
Work History
Finance Assistant Senior
Western Michigan University
Applies advanced skills and knowledge of departmental policies and procedures to perform one or more of the following areas: general accounting, accounts payable, accounts receivable, or other related area
Maintains financial records by developing and monitoring budgets, reconciling accounts, researching and resolving discrepancies, posting information, and processing payments and billings
Prepares financial documents, including forecasts and budget recommendations
Acts as a liaison with university departments and/or outside agencies to resolve discrepancies and provide information on policies and procedures
Creates and maintains spreadsheets for reporting and tracking purposes
Prepares department payroll, processes cash deposits, and performs other clerical functions related to payroll management
Issues electronic and paper check refunds as needed
Reconciles university bank accounts and balances the general ledger to ensure accuracy
Creates and maintains an outstanding check list to track pending payments
Gathers key documents for tuition charge appeals to support students in resolving financial matters
Provides administrative support and coordinates projects within the department
Offers training and supervision to staff and student employees to ensure effective operation of financial processes.
Budget Analyst/Transportation Working Capital Fund
Air Mobility Command
02.2021 - 08.2023
Performed comprehensive budget formulation and execution tasks, ensuring accurate tracking of obligations and expenditures across diverse funding sources
Led specialized economic analyses, enhancing budget program efficiency and accuracy
Provided expert guidance on fiscal regulations and financial management, contributing to strategic decision-making
Prepared and consolidated detailed administrative reports, supporting the Division's operations and mission objectives
Collaborated with stakeholders, offering key insights, and facilitating informed discussions
Prepares AMC/FM management for Corporate Governance Processes and other staff engagements (meetings, TMT, etc.) by providing expert counsel through pre-briefs and other appropriate means to advise on issues/equities
Independently identifies challenges, analyzes courses of action and provides recommendations to management
Assists USTRANSCOM, AMC Directorates, and Wings by researching and providing guidance on Fiscal Law and Financial Management regulations.
MSG, JLTV Budget Analyst
U.S. Army Reserve-84th Training Command
10.2018 - 02.2021
Responsible for the total budget preparation and reporting requirements by the United States Army Reserve Command (USARC) and funding requirements for the fielding of 60 Joint Light Tactical Vehicles (JLTV) to the Army Reserve, to include $3 million in RPA funding and $1 million in OMAR funding
Serve as Fund Manager/Fund Certifying Official to authorize obligations of funds in Regional Level Application Software (RLAS)
Oversaw the Defense Travel System (DTS) as the Defense Travel Administrator (DTA) with fund control for all authorizations and vouchers
Completed all phases of budget work for internal operating programs in support of multiple phases involved in budget administration including formulation, presentation, and execution of a budget for 3 separate Lines of Accounting (LOA)
Accomplished the full spectrum of budget functions for the 84th Training Command JLTV Mission
Participated in Quarterly Program Budget Advisory Committee (PBAC) for the 84th Training Command as the Program Manager for JLTV funding
Performed financial analysis and provided assistance in the preparation of USARC wide financial reporting and budgeting in direct support of the JLTV mission objective
Created several JLTV planning products to include, FY21 JLTV Decentralization, JLTV Air Transport Capabilities, JLTV Introduction Brief, and Operation Orders detailing the transfer of vehicles to subordinate units
Briefed the Vice President of the United States Mike Pence, USAR Commanding General LTG Charles Luckey, 84th Training Command Commanding General MG Steven Ainsworth, 88th Readiness Division Commanding General MG Jody Daniels, and 63rd Commanding General MG Alberto Rosende, on JLTV capabilities, training platforms, maintenance procedures, trends, and decentralization of the JLTV from Fort McCoy to various Army Reserve bases across the Continental United Sates
Planned and oversaw the distribution of 30 JLTVs to various locations within the Army Reserves using multiple transportation systems to include Joint Operation and Execution System (JOPES)
Initiated and approved all requisitions for the maintenance and transportation of fielded JLTVs via General Fund Enterprise Business System (GFEBS) using Military Interdepartmental Purchase Requests (MIPR) and Work Breakdown Structure
Provided management officials with procedural and regulatory guidance concerning availably of or limitations of funds
Coordinated and implemented established policies, procedures and plans to provide facilities and logistical support requirements necessary to support training of the Army Reserve on JLTV at Fort McCoy, Wisconsin
Coordinated with OCAR, USARC, 84th TC, 80th TC, 88th RD, JPO, and OSHKOSH staffs to determine specific support requirements
Prepared briefs to the 84th TC Commanding General to document JLTV fielding funding to identify trends and patterns, and recommendations on how to improve utilization of funds
Coordinated with the 80th TC and 88th RD to validate and track JLTV training, maintenance and JLTV vehicle utilization
Developed the plan for incorporating the JLTV platform into CSTP exercises and live fire gunnery
Developed plan for implementing additional training maintenance through FY22.
SFC, Operation Cold Steel LNO
U.S. Army Reserve-84th Training Command
10.2017 - 08.2018
Served as Tour of Duty (TOD) administrator creating, editing and approving over 500 TOD positions/packets throughout the course of the operation
Established SOPs for Task Force Cold Steel Permanent Change of Station moves
Served as DTS Approving Official
Tracked over 300 delinquent travel vouchers, reducing delinquency by 50 percent
Reviewed and approved over 1,000 DTS Vouchers
Managed over 100 million dollars in funding for Operation Cold Steel
Successfully approved over 80 million dollars in Orders ensuring mission completion.
Unit Administrator GS-07
U.S. Army Reserve-B/383rd MI BN
05.2016 - 06.2017
Ensured essential personnel information was recorded in records systems such as iPERMS to properly upload and index personnel files for 43 Soldiers
Conducted annual record and finance reviews to ensure Soldiers records were up to date and properly maintained
Maintained administrative and personnel policies to ensure compliance by unit personnel
Prepared written reports and spreadsheets using Microsoft Word, Excel, and PowerPoint to assist the Commander in determining areas of improvement for critical mission requirements
Submitted written reports in areas such as evaluations and medical readiness to the higher headquarters to address unit readiness level
Analyzed administrative reports to identify trends
Used automated systems to include CSMM, RLAS, DTS, ePAT, and ITRS to create and maintain suspense logs and reports
Resolved complex pay issues using Regional Level Application Software (RLAS) for 43 Soldiers to include processing monthly drill pay, Annual Training pay, payment for medical vouchers, clothing allowances, foreign language pay, and pay inquiries
Performed technical review of personnel actions using Human Resources Personnel Actions System (HRPAS) and electronic Personnel Action Tracker (ePAT) to insert, edit and delete electronic documents
Completed over 200 personnel actions for 43 Soldiers which included; Promotions, reductions, awards, transfers, and separations
Developed unit and individual training goals to determine required training
Reviewed and processed completed evaluations in accordance with applicable procedures and regulations using Evaluation Entry System.
Administrative Support Assistant GS-06
U.S. Army Reserve -364 Sustainment Command
08.2014 - 04.2016
Maintained an automated calendar to track upcoming Soldier appointments, training meetings, and Full Time Staff synchronization meetings
Arranged travel for over 200 Soldiers using DTS
Created, reviewed, and submitted travel authorizations, reviewed and made corrections to travel vouchers
Made necessary corrections in grammar, spelling and format Command Policy Memorandums for the Army Physical Fitness Test, Army Body Composition Program, and Army School Enrollments, Standard Operating Procedures for Unit training and Defense Travel System Procedures
Applied agency guidelines to arrange and file documents
Filed financial and personnel documents for over 200 Soldiers using the Army Records Information Management System
Coordinated the organizations administrative mission and operation with command staff
Used correspondence regulations to include AR 25-50 to prepare all memos, letters, and records were properly formatted, prepared, and processed.
Mobilization NCOIC/OPS NCO
U.S. Army-364th Expeditionary Support Command
01.2012 - 08.2014
Developed SOP for the pre-mobilization training for 12 subordinate mobilizing units
Participated in staff visits to various 3 mobilization platforms to ensure the successful mobilization of 12 units
Conducted staff visits for 3 Brigades to ensure compliance with administrative mobilization regulations
Briefed mobilizing commanders and staff on billeting and other facilities support for the mobilization mission and their responsibilities.
S4-Supply NCOIC
U.S. Army-1st Mobilization Brigade
06.2007 - 01.2012
Maintained the Unit Property Book using Property Book Unit Supply Enhanced (PBUSE)
Maintained records for 21 temporary loan accounts totaling over $4,000,000 worth of property
Directed, counseled, supervised, and made work for Soldiers on supply and inventory control management functions
Determined the method of obtaining relief from responsibility for lost, damaged, and destroyed supply items, and determined equipment funding requirements and coordinated for funds through resource management
Maintained liaison with Secretary of the General Staff (SGS), Public Affairs Office (PAO), Directorate of Plans, Training, Mobilization and Schools (DPTMS), Military Police, Fire Department, Directorate of Public Works (PDW), Arrival/Departure Airfield Control Group (A/DACG), and the Installation Transportation Office (ITO) for demobilizing units
Coordinated the equipment reset for all incoming demobilizing units
Conducted physical inventories of temporary loan equipment to include: OCIE, Sensitive Items, and Property Book Items
Inspected, accepted, and logged all incoming deliveries to ensure proper tracking and accountability
Maintained all supporting documentation in accordance with applicable regulations.
Education
Master of Business Administration -
Western Michigan University
01.2025
BA in University Studies with Concentration in Accounting and Finance -
Western Michigan University
01.2023
Skills
Microsoft Excel
Accounts Receivable
Accounting Principles
Staff Coordination
Bank Reconciliation
Data Analysis
Financial record keeping
Financial Reporting
Account Analysis
Auditing procedures
Job Related Training
Basic Combat Training
Petroleum Supply Specialist Advance Individual Training
Petroleum Vehicle Operator Course
Primary Leadership Development Course (Commandants List)
Technical Transportation of Hazardous Materials
Combat Lifesaver Course
Motor Transport Operator (Honor Graduate)
Unit Supply Clerk Course
Unit Armorer Course (Honor Graduate)
DOD Government Purchase Card Course
Basic Non Commissioned Officer (NCO) Course
Battle Staff Non Commissioned Officer Course
Unit Prevention Leader Course
Basic NCO Common Core (Commandants List)
Quartermaster Common Logistics Senior Leader Course
S-2 Security Managers Course
Digital Training Management System Course
Air Assault Course
Senior Leader Course (Honor Graduate)
Unit Administrator Basic Course
Unit Pay Administrator Course
Financial Management Level 2 Certified
References
Richard Hultquist, 731-225-4106
Kelsi Anderson, 302-670-9600
Charles Kidd, 205-381-1216
Reko Parker, 832-493-3719
Bryan Combs, 502-322-6138
Timeline
Budget Analyst/Transportation Working Capital Fund
Air Mobility Command
02.2021 - 08.2023
MSG, JLTV Budget Analyst
U.S. Army Reserve-84th Training Command
10.2018 - 02.2021
SFC, Operation Cold Steel LNO
U.S. Army Reserve-84th Training Command
10.2017 - 08.2018
Unit Administrator GS-07
U.S. Army Reserve-B/383rd MI BN
05.2016 - 06.2017
Administrative Support Assistant GS-06
U.S. Army Reserve -364 Sustainment Command
08.2014 - 04.2016
Mobilization NCOIC/OPS NCO
U.S. Army-364th Expeditionary Support Command
01.2012 - 08.2014
S4-Supply NCOIC
U.S. Army-1st Mobilization Brigade
06.2007 - 01.2012
Finance Assistant Senior
Western Michigan University
Master of Business Administration -
Western Michigan University
BA in University Studies with Concentration in Accounting and Finance -
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