Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Pedro Ricardo Morales Montalvo

Crestview,FL

Summary

Currently serving as a budget analyst with extensive experience in budget analysis, defense travel administration, and management of the Government Travel Charge Card program, primarily within the US Army. Proficient in preparing funding documents, managing government purchase requisitions, and conducting meticulous audits, this individual is dedicated to maintaining financial integrity and compliance. Adept at leading teams and delegating tasks, they bring strong leadership skills and a proactive approach to problem-solving. Holding a Bachelor's degree in Accounting, they are poised to contribute effectively to any financial management team.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Budget Analyst/Defense Travel Administrator/Account Program Coordinator/Supervisor

US ARMY, 7th Special Forces Group
04.2022 - 04.2024
  • Prepare funding documents (DD Form 448 Military Interdepartmental Purchase Request (MIPR), and government Purchase Requisitions (PR) for contracts
  • Pull daily Status of Funds (SOF) and other BI reports in the General Fund Enterprise Business System (GFEBS)
  • Transfer and allocate funds on GFEBS to the subordinate units
  • Create and update Work Breakdown Structures (WBS), FMZ documents in GFEBS
  • Review Open Commitments and Unliquidated Obligations
  • Pull daily IDOC Interface Errors Reports for outside interface systems as needed
  • Researching, correcting and reprocessing failed IDOCs in GFEBS
  • Review official travel authorizations and vouchers, run monthly audit reports, and manage the Line Of Accounting (LOA) in the Defense Travel System (DTS)
  • Supervise and delegate daily tasks to soldiers in the Resource Management Office
  • Maintain Service Members' Government Travel Charge Card (GTCC), and run monthly audits reports
  • Proficient in accessing and navigating contracts in the Wide Area Workflow (WAWF) system, demonstrating the ability to efficiently locate and manage contract-related documentation
  • Demonstrated knowledge of audit processes and actively assist in researching and obtaining Key Supporting Documentation (KSD) to bolster DAR-Q samples, ensuring comprehensive compliance and documentation accuracy

Budget Technician/Defense Travel Administrator/Account Program Coordinator

US ARMY, 95th Civil Affairs Brigade
11.2019 - 04.2022
  • Review official travel authorizations and vouchers, run monthly audit reports, and manage the Line Of Accounting (LOA) in the Defense Travel System (DTS)
  • Maintain Service Members' Government Travel Charge Card (GTCC), and run monthly audits reports
  • Prepare government Purchase Requisitions (PR) for contracts
  • Pull daily Status of Funds (SOF) and other BI reports in the General Fund Enterprise Business System (GFEBS)

Financial Management Technician

US ARMY, 82nd Airborne Division
05.2018 - 11.2019
  • Process Military Pay documents

Education

MBA - MBA in Finance

American Military University
Charles Town, WV
05.2026

Bachelor's - Accouting

University of Puerto Rico
Cayey, PR
01.2017

Skills

  • General Fund Enterprise Business System (GFEBS) Expertise
  • Defense Travel Administration
  • Financial Reporting
  • Data Analysis
  • Excel
  • Problem-Solving
  • Security Clearance
  • Teamwork
  • Attention to detail
  • Time Management
  • Report Preparation
  • Bilingual

Certification

  • Department of Defense Financial Management (DOD FM) Level 2 Certification Online, 2022
  • Department of Defense Financial Management (DOD FM) Level 1 Certification Online, 2019

Timeline

Budget Analyst/Defense Travel Administrator/Account Program Coordinator/Supervisor

US ARMY, 7th Special Forces Group
04.2022 - 04.2024

Budget Technician/Defense Travel Administrator/Account Program Coordinator

US ARMY, 95th Civil Affairs Brigade
11.2019 - 04.2022

Financial Management Technician

US ARMY, 82nd Airborne Division
05.2018 - 11.2019

MBA - MBA in Finance

American Military University

Bachelor's - Accouting

University of Puerto Rico
  • Department of Defense Financial Management (DOD FM) Level 2 Certification Online, 2022
  • Department of Defense Financial Management (DOD FM) Level 1 Certification Online, 2019
Pedro Ricardo Morales Montalvo