Lamar Prilliman-Richards
Summary
Motivated results-focused, security cleared Financial Management officer with expertise in financial analysis, budget development, and in-depth knowledge in financial reporting and forecasting. Providing value, leadership, and experienced project management in both the private and public sector.
Overview
4
4
years of professional experience
Work History
Financial Management Analyst
INL - Celestar - Department of State
Washington, DC
10.2023 - Current
- Lead and manage the overarching clearance process for International Organization Letters of Agreement (IO-LOAs) and bilateral Letters of Agreement (LOAs).
- Assist in the coordination of INL’s funding to the United Nations (UN) and other International Organizations (IO).
- Coordinate the revision and clearance of IO-LOA templates with INL’s Office of Global Plans and Policy (GPP) and the INL Executive Director.
- Analyze and determine the appropriate funding mechanism for implementing INL foreign assistance programming.
- Serve as lead for coordinating processes and preparing for USG review and approval of IO-LOAs with international organizations, including clearance and signature.
- Serve as lead for coordinating processes and preparing for USG review and approval of amendments and Anticipated Performance Completion End Date Adjustments (APCEDA) for existing IO-LOAs, including clearance and signature.
- Review and process IO-LOAs, amendments, and APCEDAs to ensure each package includes all required documentation, ensure documentation adheres to template standards, and is error-free and ready for INL senior leadership review and signature.
- Address and resolve issues with IO-LOA packages, implementation challenges, and assist in Program Office efforts to ensure that each IO satisfy the terms and conditions of the IO-LOA.
- Distribute and analyze the content of INL’s universal quarterly reporting requirement for the IOs to ensure it follows established government procedures, to include the creation and implementation of the INL quarterly reporting template.
- Develop and maintain a database to track current and past IO-LOAs, amendments, and APCEDAs.
- Lead the development, draft reports, and provide data regarding IO-LOAs to Bureau and Department leadership, Congress, and the audit community.
- Analyze Bureau trends related to Bureau funding for IOs, including through the development of charts, graphs, and analytical memos.
Business Operations Specialist Contractor
FSI - GAP Solutions Inc. - Department of State
Arlington, VA
06.2022 - 10.2023
- Spearhead interagency collaborations to resolve over $300,000 prior year deficits.
- Reconcile over $2,000,000 in prior year deficits to achieve a balanced prior year budget.
- Drafted quarterly financial reports to provide analysis for Director and oversight.
- Collaborate with Director of Finance, Financial Operations Officer and Lead Budget Analyst to conduct, analyze and establish financial tracking for audit/financial proposes.
- Set up and maintain detailed spreadsheets to monitor, track prior year open receivables from Fiscal Years 18-22.
- Monitor reimbursements, generate reports from the financial system, and prepare budget reports, charts, grafts and presentations.
- Create and maintain spreadsheets and/or databases for inter-agency and bureau-to-bureau reimbursements.
- Analyze established and existing processes and suggest methods for streamlining and improving operations.
- Develop data, reports, narrative and draft supporting justification in support of financial planning.
- Prepare budget and financial documents and transactions including, but not limited to travel authorizations and vouchers, requisitions, and reimbursements.
- Ensure contract status documents are maintained in a current and accurate manner.
- Provide program support to complex FSI School/Center organizations that operate component levels (Schools/divisions/programs/courses)
- Assist senior management maintain profitability by analyzing portfolios and implementing strategies and techniques.
- Prepare financial forecasts to support fiscal planning and management.
- Analyze invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
- Assist with month-end and year-end closings to support accounting system accuracy.
- Lead accounts payable team of 5 people to ensure efficient accounting practices.
Financial Management Specialist Contractor
Golden SVCS LLC - U.S Department of Energy
Washington D.C.
09.2021 - 06.2022
- Developed and managed ODC budgets, monitored financial transactions and formulates financial reports.
- Collaborated with General Manager, Deputy General Manager/Director of Operations to conduct, analyze, and summarize financial information for audit purpose/financial purposes.
- Managed, analyzed and reviewed monthly IDIDQ budget reports for contract government oversight.
- Constructed annual cost management plan.
- Reviewed, analyzed and approved financial reports, monitored accounts and generated overall spending and business forecasts.
- Managed Voucher, FFP Labor, and CAIRS report.
- Performed audits of operational and financial areas to check compliance.
- Conducted budget reviews and monitor day-to-day financial transactions and resolve variances.
- Managed contract's travel finances accounts.
- Managed invoice payments and recorded information in account database.
- Oversaw accounts payable questions on behalf of internal team members, management and vendors.
- Oversaw and ensured efficient bi-weekly payroll department.
- Compiled and submitted regular documents for contracts credit card reconciliation.
- Guided new hires through orientation and on-boarding and explain documentation requirements to facilitate HR process.
- Compiled sensitive documents and prepared candidates files for on-onboarding process.
- Collaborated with Deputy of Finance and DOEs protective force commanders ) Germantown, Forrestal and Portals) to increase funding by 25% for canine team checkpoints as part of DOE efforts to combat narcotics and contraband into various locations that contained nuclear materials.
- Collaborated with Deputy of Finance to increase funding by 20% for protective force training on firearms, drug control and counterterrorism to to ensure protection of DOEs nuclear materials.
Wealth Management Specialist
T. Rowe Price
Owing Mills , MD
01.2020 - 05.2021
- Consulted over 500 clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
- Educated clients on mutual fund, tax implications, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans for clients portfolios ranging from $2500-$1,000,000.
- Facilitated the onboarding of over $500,000 in new client assets from outside investment institutions to internal acquisitions department.
- Articulated value of various financial products, including stocks, bonds, asset diversification and mutual funds and educated clients on benefits of each.
- Compiled and verified data to resolve issues and streamline efficiency.
Education
Bachelor of Science - Liberal Studies, Marketing
Frostburg State University
Frostburg, Maryland Skills
- Department Of Defense Security Clearance
- Excel proficiency
- Budget reconciliation
- Salesforce
- Investment Analysis
- Financial budgeting
- Cost and budget analysis
- Internal and external audit support
- Budget development
Timeline
Financial Management Analyst
INL - Celestar - Department of State
10.2023 - Current
Business Operations Specialist Contractor
FSI - GAP Solutions Inc. - Department of State
06.2022 - 10.2023
Financial Management Specialist Contractor
Golden SVCS LLC - U.S Department of Energy
09.2021 - 06.2022
Wealth Management Specialist
T. Rowe Price
01.2020 - 05.2021
Bachelor of Science - Liberal Studies, Marketing
Frostburg State University
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