Rhona Bartlett
Aledo,TX
Summary
Seasoned Lead Budget Analyst brings a wealth of experience in effectively managing financial reporting and accounting functions to support programs with a keen eye for detail and a track record of ensuring fiscal alignment with approved budgets; enthusiastic about stepping into the role of Program Financial Analyst Manager, where aim to drive strategic financial planning and optimize resource allocation to achieve organizational objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Budget Analyst Lead
Vertex Aerospace - DEA Program
03.2022 - Current
- Responsible for ensuring accuracy of financial reporting in accordance with FAR, CAS, GAAP, and company policies.
- Conduct financial analysis (variance analysis, risk analysis) and report to Fiscal Manager and/or customer.
- Comply with financial controls, procedures, system requirements, and forecasting techniques, as directed, to evaluate contract/program status and ensure compliance with government and customer requirements.
- Review monthly actuals compared to forecasts and provide explanations for variances. Vigilantly manage and monitor changes in labor, direct costs and ODCs.
- Manage financial reporting and accounting functions for supporting programs while monitoring program-related expenses to ensure alignment with approved budget.
- Responsible for preparation of Fiscal Summary Report weekly, monthly, quarterly, and annual reports.
- Generated forecasts for upcoming periods based on historical data, industry trends, and organizational plans and obligated forecasts.
- Experience with accounting software and development of Work Breakdown Structures (WBS).
- Assigning network and general ledger account codes to purchase orders.
- Providing leadership and guidance to team of two (2) in accounts payable department.
Accounting Associate III
Vertex Aerospace - DEA Program
11.2021 - 03.2022
- Applied proper codes to invoices, review, prepare, and process invoices for payment.
- Ensure accuracy of vendor statements and investigated variances and corrected errors to resolve discrepancies.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Addressed and resolved complex and unexpected variances.
- Managed and responded to correspondence and inquiries from customers and vendors.
Financial Management Technician
United States Army Reserve
08.2019 - Current
- Provided financial support by dispersing military payments or entitlements, auditing, and accounting for government funds based on DOD FMR and GFEBS.
- Process payments for travel and commercial vendor services based on Joint Travel Regulations.
- Receive and post funds, commitment and obligation documents to accounting and budget system.
- Review contracts, invoices, and vouchers.
Vendor Coordinator
InterBank
06.2020 - 11.2021
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Organized and maintained vendor records in accordance with corporate guidelines.
- Completed annual reviews of vendor policies and procedures.
- Assessed vendor services for compliance with company policies.
Payroll Administrator
Robert Half / 2020 Communications
05.2017 - 06.2018
- Submitted reports on payroll activities.
- Calculated salaries, rate changes, retroactive adjustments, overtime, bonus, vacation, termination and garnishments using Workday.
- Managed payroll data entry and processing for 2500 employees to comply with predetermined company guidelines.
- Led payroll production for 50 States plus Puerto Rico locations.
- Processed payroll garnishments such as tax liens and child support.
- Submitted Occupational Employment Statistics (OES) report to Department of Labor for different states.
Bookkeeper
SpotOn Accounting LLC
01.2015 - 02.2017
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed payroll for employees for different customers.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking, savings, and business accounts.
- Reconciled and corrected issues with financial records.
- Prepared state and federal tax forms.
Education
MBA - Business Analytics
Ohio University
Athens, OH08.2023
BBA - Accounting
Eastern New Mexico University
Portales, NM12.2016
Skills
- Concur, Pentagon, SAP, Quickbooks experience
- Python and Tableau knowledge
- SQL and Visual Studio knowledge
- Prescriptive and Descriptive Analytics
- MS Office Advance
- GAAP, FAR, CAS knowledge
- Cost monitoring and analysis
- Budget and forecasting
- Variance reporting
- Monitoring Expenditures
- Funds Distribution
Certification
Active Secret Clearance
DOD Financial Management 101 Certification
Timeline
Budget Analyst Lead
Vertex Aerospace - DEA Program
03.2022 - Current
Accounting Associate III
Vertex Aerospace - DEA Program
11.2021 - 03.2022
Vendor Coordinator
InterBank
06.2020 - 11.2021
Financial Management Technician
United States Army Reserve
08.2019 - Current
Payroll Administrator
Robert Half / 2020 Communications
05.2017 - 06.2018
Bookkeeper
SpotOn Accounting LLC
01.2015 - 02.2017
MBA - Business Analytics
Ohio University
BBA - Accounting
Eastern New Mexico University
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