Merthlyn Bergan
Tracy,United States
Summary
Thorough Senior Budget Analyst adept at tracking expenditures, resolving discrepancies, experienced in monitoring expenses, leading budgeting plans and compiling data. Good multitasker, problem-solver and relationship-builder. Ready to offer 15 + years of experience and pursue a new role with your company. Meets tight deadlines and dedicated to prompt project completion and continual adaptation. Experienced in data entry and handling money. Excellent researcher with technical and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Skilled in working under pressure and adapting to new situations and challenges. Highly-motivated with desire to take on new challenges. Adept at working effectively unsupervised and quickly mastering new skills. Well-versed in accounting principles, fiscal law, capital projects, reviewing and reporting on budget expenditures for areas such as purchasing and disbursing.
Overview
14
14
years of professional experience
Work History
Budget Analyst
Department of Homeland Security
San Francisco, CA
05.2015 - 09.2021
- Determined and tracked budget expenses with accuracy and transparency.
- Monitored budget execution work, including obligations incurred and actual expenditures of funds.
- Performed budget formulation work involving review and preparation of budget estimates and financial plans.
- Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment.
- Compiled and reviewed procurement data to make effective projections.
- Collaborated with HR to evaluate labor needs and hiring patterns.
- Processed statistical files after month-end closing.
- Developed annual budget and compared actual expenses against projected budget.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Submitted budget estimates, progress reports and cost tracking reports.
- Checked postings and documents for correctness, accuracy and proper coding.
- Analyzed budgets and implemented action plans to rectify issues.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Identified needs of customers promptly and efficiently.
- Generated reporting packages for business performance results.
Senior Financial Management Advisor
3RD Medical Command
, GA
08.2011 - 03.2014
- Investigated profitability improvements and analyzed markets for new business opportunities.
- Managed corporate accounting, reporting, treasury, tax, contracts and legal operations, continuously improving company's analytical abilities.
- Reviewed, analyzed and approved financial reports, monitored accounts and generated overall spending and business forecasts.
- Verified that each business unit's strategic plan aligned with overall corporate strategic plan in cooperation with executive management team.
- Verified funding availability before approving major financial transactions or hiring of permanent staff members.
- Developed company-wide budgets, monitored financial transactions and formulated financial reports.
- Directed review of internal controls and service quality.
- Proposed and achieved cost savings by reducing product return rates.
- Oversaw cash management processes and predicted future cash flows.
- Advised department heads on budget concerns and mentored managers on budget maintenance and financial controls.
- Directed finances in compliance with generally accepted accounting principles, tax and state and federal regulations.
- Maintained complete and timely financial documentation, conducted internal audits and communicated corporate finances to executive management.
- Guided working capital efficiency and advised senior staff and board of directors on financial issues and risks.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Recommended strategies to clients to help achieve financial goals.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Investigated available investment opportunities to determine compatibility with client financial plans.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
Financial Manager
412th Engineer command
Vicksburg, MS
03.2008 - 08.2011
- Assured consistent quality control through development of spreadsheets, item lists and other documents to track materials in company inventory.
- Maintained over $140K in equipment with no loss.
- Oversaw expenditure of $194 million in operational funds for payments to soldiers and contractors.
- Coordinated over $92 million in contracts from initial request through commitment, obligation and payment.
- Trained and instructed subordinates and supported units on pay mission/contract payments.
- Developed top talent by leading training initiatives for combat pay missions.
- Trained, coached and mentored soldiers to improve readiness and training.
- Stored and safeguarded classified information to maintain utmost confidentiality.
- Requisitioned, received and properly stored unit equipment and supplies.
- Applied statistical techniques, program knowledge and analytical skills to determine the impact on future year’s requirements
Education
Bachelor's degree - Accounting
Barber-Scotia
Concord, NC05.1986
Skills
- Budget Forecasting
- Funds Distribution
- Monitoring Expenditures
- Organizational Skills
- Computer Skills
- Problem Resolution
- Team Building
- Good Work Ethic
- Supervision & Leadership
- Data Management
- Training & Development
- Critical Thinking
- Conflict Resolution
- Microsoft Office
- People Skills
- Team Management
- Relationship Building
- GAAP Familiarity
- Expense Monitoring
- Investigating Variances
- Customer Service
- Teamwork and Collaboration
References
References: Furnished upon request
Interests
Volunteer service
Mentoring
Timeline
Budget Analyst
Department of Homeland Security
05.2015 - 09.2021
Senior Financial Management Advisor
3RD Medical Command
08.2011 - 03.2014
Financial Manager
412th Engineer command
03.2008 - 08.2011
Bachelor's degree - Accounting
Barber-Scotia