Accomplished and respected Financial Manager with over 30 years of diverse financial and acquisition management expertise. Strong analytical, oral and written communication skills. Proven leader and team builder.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Financial Managment Analyst
USSOCOM
MacDill, AFB, Tampa, FL
10.2020 - Current
Create and Implement Corrective Action Plans (CAPs); Collaborate with relevant stakeholders to execute comprehensive CAPs to remediate audit findings.
Review and edit Process Control Narratives (PCNs); review and consolidate data in response to Notifications of Findings and Recommendations (NFRs) and create CAPs
Respond to PBC requests from Independent Auditors and prepare Audit Samples for subsequent submission and respond to follow-up questions
Analyze the effectiveness of physical inventories and compliance (or noncompliance) with audit standards
Review and analyze the Open Document List (ODL) to determine whether requirements for the obligations still exist and prepare documents to clear obligations that are no longer required
Evaluate auditability internal controls and recommend changes or additional controls
Serve as Contracting Officer's Representative (COR) for Financial Improvement Audit Readiness (FIAR) contract
Responsible for preparing and briefing high level complex audit briefings to senior leadership
Used all applications in PIEE to research audit documentation for audit samples
Senior Business Financial Manager
USSOCOM
MacDill, AFB, Tampa, FL
07.2015 - 10.2020
Managed and executed multimillion-dollar annual budgets on acquisition programs of record and congressionally mandated project initiatives for Program Executive Office
Provided policy, procedural and fiscal guidance to USSOCOM and other activities on the proper use of appropriated funds
Managed financial aspects of multiple programs, performed assigned budget execution tasks, and worked closely with the PMs on programs of record, including in house Contracting Officers and external Organization Financial Managers
Performed the full range of financial functions in the development, formulation, presentation, justification and execution of USSOCOM budget, program management and manpower issues
Analyzed budget impacts of programmatic adjustments to future budget years in the FYDP to assess impacts to program requirements
Used a multitude of automated budgetary systems to produce computer generated budget, reports, plans, and briefing products in accomplishing budgetary assignments
Provided advice and direction to senior leadership, peers and journeyman on a wide scope of issues such as statutes, regulations, policies and procedures related to business, program and financial management
Actively participated in all aspects of the PEO/PMs program acquisition strategy development meetings and identify and implement ways to improve financial processes
Used all applications in PIEE to research and reconcile contract billing discrepancies
Work closely with Contracting Officers in reviewing Financial Management Regulations, Appropriation Law, and the Federal Acquisition Regulation to ensure contracts were written appropriately in funding Program of Records
Program Analyst
PEO STRI
Orlando, FL
05.1995 - 07.2015
Served as a Senior Program Analyst for multiple ACAT II, highly complex, multibillion dollar, virtual simulation training systems that encompass all types of appropriated Direct and Support Mission funding
Formulated and articulated descriptive justifications for budgetary requests for POM submissions
Managed the entire budgets and provided a leadership role in the overall direction and control for long-range program planning and analysis activities, financial management, life cycle cost estimating, budget formulation and management of budget execution for new development, pre-planned product improvements, procurement and production, and weapon systems upgrades
Education
Bachelor of Science - Business and Marketing
University of Central Florida
Orlando, FL
05-2003
Skills
Financial Analysis
Detail Oriented
Written Communication
Relationship Management
Financial Reconciliation
Financial Management
Follow Through
Active Top Secret SCI
Certification
DAWIA Level III Certification - Business, Cost Estimating and Financial Management, 06/20/2005
DAWIA Level II Certification - Program Management, 07/29/2014
DoD FM Level 2 Certification –
Certified Defense Financial Manager (CDFM), American Society of Military Comptrollers (ASMC)
References
References available upon request.
Timeline
Financial Managment Analyst
USSOCOM
10.2020 - Current
Senior Business Financial Manager
USSOCOM
07.2015 - 10.2020
Program Analyst
PEO STRI
05.1995 - 07.2015
Bachelor of Science - Business and Marketing
University of Central Florida
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