JULIA M RAND

Financial Planning & Client Advisory:

• Develop comprehensive financial plans tailored to each client's unique needs, risk profile, and long-term goals.
• Conduct regular client meetings to review portfolio performance, recommend adjustments, and ensure financial strategies remained aligned with evolving objectives.
• Educate clients on financial products, budgeting methods, and asset management principles to promote informed decision-making.

Financial Analysis, Forecasting & Strategy Development:

• Prepare detailed financial recommendations and strategic reports for client review and implementation.
• Utilize financial software tools to monitor client portfolios, manage data, and deliver actionable insights.
• Analyze financial trends and client-specific data to build custom financial models, and optimize long-term financial planning.
• Apply forecasting techniques to anticipate financial needs, fluctuations, and potential opportunities.

Regulatory Compliance and Documentation:

• Advise clients on changes in federal and internal regulations impacting their portfolios, ensuring continuous compliance.
• Prepare transaction documentation that adheres to internal policies and standards.
• Maintain awareness of evolving legal and regulatory environments, ensuring all recommendations meet applicable requirements.

Collaboration & Best Practice Development:

• Collaborate with internal teams to define, document, and implement financial best practices aligned with organizational goals.
• Build and sustained strong client relationships through proactive communication, trust-building, and responsive service.
• Contribute to the development and refinement of operational procedures to improve service delivery and operational efficiency.

Budget Formulation, Execution & Financial Oversight:

• Conducted comprehensive budget formulation to ensure alignment with organizational goals, funding priorities, and regulatory requirements.
• Prepared detailed analyses and reports on annual and multi-year budget estimates to support strategic financial planning and decision-making.
• Managed budget execution and administration by closely monitoring obligations and actual expenditures across various funding sources and appropriation types.
• Provided expert advice, guidance, and support on budgeting processes and financial information to internal stakeholders and senior leadership.
• Maintained complete, accurate, and audit-ready documentation for all financial activities, ensuring transactions are fully traceable and aligned with internal control standards.
• Performed ongoing reviews and compliance assessments to ensure that budget execution adheres to federal financial laws, policies, and regulatory frameworks.
• Utilized and integrate enterprise financial systems to process, validate, and track transactions—ensuring data accuracy, platform consistency, and accountability through verifiable audit trails.

Budget Formulation & Planning:

• Led comprehensive budget formulation efforts, ensuring alignment with organizational goals, and regulatory requirements.
• Conducted detailed reviews of budget estimates and multi-year financial plans to support strategic planning.
• Researched, consolidated, and summarized financial data from various systems and sources to produce accurate, supportable budget proposals.
• Evaluated historical spending trends to forecast future funding needs, and informed decision-making.
• Developed consolidated budgets and justification statements for funding requests.

Budget Execution & Financial Monitoring:

• Managed day-to-day budget execution by tracking obligations, expenditures, reimbursable orders, and allotment requests across multiple funding sources.
• Identified variances between projected and actual financial activity to highlight over- or underutilization of funds.
• Prepared and processed reprogramming actions and funding adjustments in response to shortfalls, emergencies, and emerging priorities.
• Ensured proper year-end closeout and fund utilization through diligent monitoring and execution procedures.

Financial Analysis & Reporting:

• Performed ongoing financial analyses and special studies to assess spending patterns, inform resource planning, and support leadership decisions.
• Compiled and presented financial findings and recommendations to leadership, contributing to improved financial oversight and performance.
• Prepared and delivered detailed reports and briefings on budget status, funding availability, and programmatic impacts.

Compliance, Controls & Risk Mitigation:

• Served as the point of contact for internal control and compliance, ensuring adherence to financial policies and risk mitigation practices.
• Maintained audit-ready documentation and traceable financial records in alignment with internal control standards.
• Conducted compliance assessments and reviews to ensure all financial activity adhered to applicable laws and regulations.

Stakeholder Engagement & Advisory Support:

• Acted as a financial liaison, collaborating with leadership, managers, and budget personnel to resolve issues and align resources with priorities.
• Provided expert advice and guidance on budgetary and financial matters to internal stakeholders.
• Delivered training sessions on budgeting processes, compliance requirements, and financial systems use.

Systems & Program Oversight:

• Utilized enterprise financial systems to validate and track transactions, ensuring data integrity and auditability.
• Oversaw government travel and purchase card programs, serving as the Approving Official, and ensuring program compliance and operational efficiency.

Financial Review & Accounting Support:

• Reviewed a wide range of financial documents to verify accuracy, completeness, and compliance with established accounting principles and funding requirements.
• Ensured accounting data aligned with appropriate funding authorizations, confirming time, purpose, and amount were accurate and properly documented.
• Cross-checked financial records against internal accounting systems to ensure consistency, resolve discrepancies, and maintain data integrity.
• Analyzed and resolved complex and nonstandard accounting issues by examining financial records, identifying discrepancies, and initiating corrective actions.
• Verified fund availability and compliance with policy before processing financial transactions, preventing over-obligation or misappropriation of funds.
• Performed daily audits of financial transactions to ensure compliance with federal financial regulations and internal control standards.
• Managed updates to financial system accounts related to organizational purchasing tools, ensuring accurate profile maintenance and policy compliance.
• Provided timely and detailed status updates to internal stakeholders, offering historical account data and resolving customer inquiries with clarity and professionalism.