Sadie M. Roan
Window Rock,AZ
Summary
As an Accounting Technician position; I gain 16 years of experience with Navajo Parks & Recreation Department in financial management for Administration and also serve seven(7) Tribal Parks. I can say I am reliable, able to work independently, dedicated, proficient in all aspect of office setting with good customer service. I’ve mentored new employees, field staff and even Park Managers of finance procedures. Knowledge in reviewing budget allocations, reconcile expenditures and process procurement requests; the process of contracts and payment. Knowledgeable of Finance Manual, Procurement Policy, CCER Policy and Guidelines, certified in procurement and JD Edwards-Oracle. Skills: Knowledge use of personal computer, word, excel. Familiar with basic principles and concepts of accounting with well-established work environment. Ability to research and analyze data. Familiar with Navajo Nation Procurement/ Accounting Policies. Chart of Accounts/object codes and Level of Detail, certified in FMIS 6B processing of purchase orders, OR’s, receiving record. Certified in CCER-operation cardholder. Knowledgeable of sub-accounts for accurate data entry and JV accounts as needed. Maintain financial recordkeeping, office equipment inventory and disposition as needed. Delegated as Department Operation Purchase Cardholder; Office Manager, supervise (4) individuals; complete their performance rating. And supervise on short term (5) temporary construction crew. Provide training and assignments.
Equipped with strong problem-solving abilities, willingness to learn more and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Hardworking and passionate with strong organizational skills eager to secure above entry level position. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
50
50
years of professional experience
1
1
Certification
Work History
Accounting Technician
Navajo Parks & Recreation
Window Rock, AZ
04.2010 - Current
- As Accounting Technician. I perform, provide full time managing and control of daily accounting transactions with Proprietary Account and General Fund Account 115016 and N-Accounts. Maintain accounting control by enforcing policies and procedures, Work with procuring operating supplies upon receiving request(s) quotes, justification memo to purchase office, janitorial, building repair and maintenance supplies, office equipment, staff uniforms, equipment purchases/rental, vehicle repairs and prepare travel orders with approved itinerary on FMIS numbering system. Along with keeping inventory of supplies and documenting excess property for proper disposal. Each purchase request varies in process method; 6B process, request for direct pay, interdepartmental charge requisition, stationary office supply and/or blanket orders. Work through General Accounting and Fleet Management of Tuba City, Chinle and Window Rock for all vehicle repairs and service. Coordinate and assist vendor inquiries of invoice payment or W9. Monitor budget balance and request for budget revision as needed. As Operation Purchase cardholder; responsible for all monthly recurring services of internet, telephones, cell phones, utilities(electric, water, sewer, propane). Reconcile monthly bank statement with internal financial ledger. Receive invoice(s), prepare purchase requisition, obtain approval and proceed with online payment. With a complete packet post sub-accounts to CCER-Wells Fargo account for Reconciler and approval. Maintain, reconcile ledger on purchase card transaction to the department internal ledger. File monthly travel pcard packets.
- Managing accounts for Administration, Little Colorado River Gorge, Lake Powell Tribal Park, Monument Valley Tribal Park, Four Corners Monument, Canyon De'Chelly, Asaayi Recreation, Window Rock Park, Project Development, Ranger Enforcement and Construction/Maintenance
- Monitor revenue cash collection deposits, posted by tribal parks. Oversee financial records, post to database, maintain financial management files in accordance with fiscal year by sub-accounts/tribal parks. Good communication with email and/or calls to respond to inquiries and updates.
- Perform daily financial transaction; verifying, review, classifying, post, recording expense data
- Review and work with the overall operating budget utilize for procurement purchases.
- Check funds availability with operating budget, post to daily formulated ledger
- Monitor, review budget for any revision of level of detail
- With Department Manager approval forward request to Requisitioner’s 6B entry
- Receive purchase orders, email copy to originator to follow up on orders.
- Prepare ICR for tribal vehicle insurance premiums or vehicle rental, repairs and maintenance
- Receive copy of recurring monthly billing through NTU post, reconcile and file
- Prepare Travel Orders base on individual itinerary
- Experience with event planning
- Prepare RDP for Park’s contribution of marathon/balloon events, email to APDocuments
- Perform monthly reconciling GL with journal entries(debit/credit)
- Maintain accounting records, file accurately with tribal parks using sub-accounts
- Assist with corrective action with audit findings
- Ensure transaction are properly post for reconciliation of accounts
- Research payments using TB Leger Comparison with encumbrance
- Able to look up Purchase Order, vendor AB number, vendor payments
- Establish new filing system per fiscal year with disposition plan
- Comply with financial procurement, budget manual and budget allocation for each Park
- Understand and comply with purchase card policy, by cycle date ending.
- Utilizes operation purchase card to pay online accounts for the department & Parks
- Operation Purchase Cardholder; make payments on recurring monthly services rendered to the tribal parks. Purchases for emergency department needs upon approval.
- Post credit card expenses to CCER bank statement with correct sub-account.
- As a Reconciler, I reviewed 40+ pcard packets for staff travel expenses with Wells Fargo
- Review for allowable cost, reconciles CCER card holders travel expenses by receipts with Bank
- File Individual Cardholders by monthly cycle ending dates
- Assist with fee collection at Lake Powell Tribal Park, Asaayi Recreation Area
- Assist Finance & Payout with entrance fee cash collection during Annual Navajo Nation Fair & Rodeo, 4th of July Event.
- Implement tracking system for Contract pending 164 Review Process for Special events: stock contractors, carnivals, rodeo announcer, concerts, etc. and Parks project
- Initiate Receiving Record Payment for Special Events’ Contracts
- Initiate Receiving Record payment for varies Parks’ Project Contract
- Processed invoices and maintained accurate financial records using accounting software.
- Conducted routine audits of accounts to identify discrepancies and improve accuracy.
- Collaborated with team members to streamline accounting processes for efficiency.
- Prepared monthly financial reports, summarizing revenues and expenses effectively.
- Implemented best practices for record-keeping, enhancing data integrity and accessibility.
- Provided training support to new staff on accounting procedures and software usage.
- Resolved billing issues promptly, improving client satisfaction and trust in services provided.
- Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Organized general ledger with accuracy and within time constraints.
- Facilitated smooth financial operations by processing invoices accurately and efficiently, avoiding late payment penalties or disputes.
- Enhanced vendor relationships by managing accounts payable efficiently, negotiating favorable terms when possible, and ensuring timely payments.
- Reconciled account information and reported figures in general ledger by comparing to fmis statement each month.
- Entered figures using 10-key calculator to compute data quickly.
- Supported finance team in strategic planning meetings, providing critical data for informed decision-making.
- Improved budget monitoring with development of comprehensive expense tracking systems.
- Reduced overdue accounts receivables, implementing proactive follow-up process with clients.
- Coordinated with cross-functional teams to address and resolve any discrepancies in billing or payments.
- Assisted in successful external audit process, preparing necessary documents and facilitating auditor inquiries.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Input financial data and produced reports using excel.
- Matched purchase orders with invoices and recorded necessary information.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
Office Secretary
Navajo Nation Land Administration
Window Rock, AZ
01.2010 - 04.2010
- Assist with Emergency Operation Snowfall – Command Center
- Receive telephone calls, relay messages to Chapter House. inventory supply of food, feed for animals vendors for delivery
- Receive, scan homesite lease to data base
- Made corrections to lease 200A, 200C documents, Provide office telephone coverage.
Loan Officer
Navajo Nation
Window Rock, AZ
09.2008 - 01.2010
- Request interest fund withdrawal from proprietary account through General Accounting
- Provide excellent customer service to clients seeking loans
- Made positive and trustworthy connection with Veterans, spouse, widows
- Per Policies and Guidelines; provided loans to honorably discharged Veterans, Recommend loan request(s) for individuals through Administrative Review Process for approval.
- Assemble Signature Approval Process with proposed resolution(s)
- Prepare and present legislation to budget & finance committee and/or Government Services
- Book new loans in automated DLL software provides ledger and amortization schedule with financial accounting system.
- Prepare Promissory Note initiate payroll and/or monthly payment plan
- Department of Veterans Affairs
- Prepare weekly reports, delinquent status and fund balance.
- Through FMIS, I upload daily cash receipts and reconcile payments to individual accounts
- Prepared Purchase Requisition purchase software from Dynamic Interface System Corporation
- Request Hollands Equipment to implement loan servicing software for management system and up-date as needed.
- Able to adjust payments, interest and principal amounts with software
- Upload aging reports, detail customer history, past due accounts
- Maintain ledger on cuff accounts/ budget allocations, balance sheets for reporting.
- Use Microsoft Excel to format tracking system for veterans’ loan; data use for reports
- Interpret Credit counseling and process in Dine Language
- Assist Collection Officers with delinquent accounts, month end close reports
- Report payments and delinquent accounts to Credit Bureau
- Receive, log in loan application on spreadsheet, establish folders/labels – file system
- Receive, review loan application, pull credit reports, calculate income/debt ratio
- Request Business Procurement Clearance for each applicant(s)
- Attend Veterans’ meeting and promote loan program
- At times, serve as delegated Department Manager. Supervise (2)two collection clerks, (1)one Office Specialist
- Evaluated loan applications to determine eligibility based on financial criteria.
- Assisted clients in understanding personal loan application processes. Developed strong relationships with customers through high levels of customer service.
- Reviewed, processed, closed, and administered customer loan proposals.
- Developed and implemented strategies for improving client satisfaction scores.
- Maintained strict confidentiality of bank records and client information.
- Examined customer loan applications for loan approvals.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Collaborated with Budget & Finance committee, Accounts Payable, General Accounting departments to promptly process loan applications.
- Implemented new loan origination software, increasing processing efficiency and accuracy.
- Monitored loan repayments and followed up on delinquent accounts, minimizing non-performing assets.
- Collaborated with B&F Committee to expedite loan approvals, meeting customer expectations for quick service.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Negotiated loan terms and conditions with customers to secure best deal.
- Proactively identified solutions for customers experiencing credit issues.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Office Specialist
Navajo Nation
Window Rock, AZ
04.2001 - 09.2008
- Assemble Signature Approval Process with proposed resolution(s) base on MOA with NN Credit Services loans booked/posted in automated accounting system
- Obtain loan ledger and amortization schedule using automated Disc Loan Ledger software
- Loan Processing, prepare Promissory Note, initiate payroll or monthly payment plan
- Prepare weekly reports, delinquent status by respective agency
- Correct audit findings for Auditor Generals review and approval by B&F Committee
- In absence of loan officer, present requests to Budget & Finance Committee
- Prepare disbursement request through Accounts Payable/Budget Review
- Set appointment for loan officer with clients
- Set up bi-weekly/monthly repayment with Accounts Receivable
- Issue receipts for cash payments, maintain balance sheets
- Maintain personal loan with color coded files
- Prepare Travel Authorization, training request upon request(s)
- Prepare Requisition, Stationary Supply Order for office supplies
- Attend Department meetings, Veterans conferences
- Support management and monitor in accordance with Plan of Operation.
- Department of Veterans Affairs
Secretary II
Navajo Nation
Window Rock, AZ
11.1998 - 04.2001
- Assist with proposed budget; base on allocations a ledger is set for Veterans assistance, office supplies, travel. Prepare daily balance sheet for all expenditures for reporting.
- Answer incoming call, assist walk-in Veterans with request for direct payment financial travel assistance request for Veterans’ medical appointments
- Veteran Housing Program: assist Housing Specialist with incoming housing applications. Complete eligibility check list and schedule interview. Finalize RFP to Gallup Independent and Navajo Times to bid housing materials. Assist with bid opening, prepare requisition to purchase housing materials. (NAHASDA) Native American Housing Assistance & Self-Determination Act. Follow up on 164 Review through SAS process and update Veterans. Prepare payouts.
- Maintain correspondence files, Veteran’s confidential personal information
- Prepare monthly vehicle reports, travel authorizations with per diem and lodging rates
- Attend Veteran’s meeting, conferences, training
- Assist with Business Procurement clearances for Veteran’s Loan Program
- Obtain quotes and finalize purchase requisition for office supplies.
- Department of Veterans Affairs
- Managed daily office correspondence, ensuring prompt communication across departments.
- Organized and maintained filing systems, improving document retrieval efficiency.
- Scheduled appointments and meetings, coordinating logistics for staff and community engagement.
- Coordinated travel arrangements for staff, ensuring compliance with organizational policies and budgets.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Maintained electronic filing systems and categorized documents.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
- Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
- Developed and maintained tracking system for contract project deadlines, improving team productivity.
Office Automation Clerk
Bureau of Indian Affairs
Chambers, AZ
10.1996 - 10.1998
- Answer telephone calls check post office for incoming mail
- Receive/transmit radio message to field personnel
- Finalize draft memos, oral instruction to formal format
- Receive, assemble invoices and request payment through headquarters
- Maintain administrative files in accordance with BIAM files/disposition manual
- Maintain budget allocation, balance sheet, post payments to cuff accounts.
- Account for all financial records on personnel, equipment, property
- Prepare budget status, reconcile expenditures
- Receive road condition via 2-way radio, compile and relay information to headquarters
- Maintain road projects data for quarterly progress
- Prepare requisition to purchase equipment parts, shop/office supplies, fuel
- Submit GSA vehicle mileage for Navajo Area office
- Prepare time and attendance, travel orders, travel vouchers, training.
- NewLands Branch of Roads
- Coordinated scheduling of meetings and appointments for department staff effectively.
- Maintained inventory of office supplies, ensuring availability and cost efficiency.
- Supported budget planning efforts by accurately tracking expenses, submitting invoices for payment, and analyzing financial reports regularly.
- Cataloged and managed department records and files for prompt and efficient retrieval.
- Improved workplace productivity by maintaining organized filing systems for easy access to essential records.
- Input data into spreadsheets and databases.
- Edited and proofread documents for accuracy and completeness.
- Purchased and maintained office supplies.
- Coordinated and scheduled meetings and appointments.
- Monitored and tracked budgets and expenses.
Office Automation Clerk
Bureau of Indian Affairs
Fort Defiance, AZ
09.1996 - 10.1996
- Check incoming home site leases for accuracy. Check survey plots for signatures
- Establish folders and enter into computer data base
- Send finalize home site lease to clients, Navajo Land Department and NM Title Plant
- Assist with telephone call coverage and visitors.
- Branch of Real Estate Service
Office Automation Clerk
Bureau of Indian Affairs
Fort Defiance, AZ
02.1995 - 07.1995
- Meet customers, answer telephone calls, log incoming mail
- Finalize draft correspondence
- Schedule aptitude test and/or orientation
- Provide information on federal financial aid package
- Assemble, submit student application, forms to training institutions
- Prepare, order monthly subsistence checks for students.
- Career Development
Secretary I
Navajo Nation, Historic Preservation-Roads
Gallup, NM
09.1994 - 02.1995
- Receive telephone calls, prepare requisition for office supplies
- Maintain conference room for meeting/appointments
- Establish, organize filing system of program budget.
- File inventory of cultural resources, Archeological mappings, correspondences
Housing Technician
Bureau of Indian Affairs
Fort Defiance, AZ
08.1989 - 08.1994
- Receive, log government employee’s housing application
- Schedule move in inspection for tenants with housing manager
- Prepare computation schedule, agreement and payroll deduction form for tenant
- Post, Reconcile payroll deductions with system master list
- Prepare training requests, travel orders
- Report deficiencies to Estimator. Provide telephone coverage.
- Branch of Facility Management
- Conducted inspections of housing units to ensure compliance with safety and maintenance standards.
- Maintained accurate records of housing assignments and inspection reports.
- Maintained accurate records of completed work orders, allowing for easy reference when addressing future maintenance needs or tenant issues.
- Reduced maintenance costs for the property by implementing preventative measures and routine inspections.
- Conducted thorough move-in and move-out inspections to maintain property conditions and minimize damage expenses.
- Improved clients' coping with routine life activities such as food budgeting and rental payments.
- Administered and tracked client service payments.
PBX Switchboard Operator – Receptionist
Bureau of Indian Affairs
Fort Defiance, AZ
07.1982 - 08.1989
- Operated main switchboard with 200 extensions. Connect caller with proper office
- Maintain monthly telephone billing for Navajo Communication Company
- Log/distribute incoming mail for each branch
- Maintain Xerox machine, postage meter, fax machine
- Report malfunctions/defects to repair service. Finalize draft correspondences.
- Agency Superintendent’s Office
- Operated multi-line PBX system to manage incoming and outgoing calls efficiently.
- Provided exceptional customer service by directing calls to appropriate departments and personnel.
- Maintained accurate call logs to ensure effective communication and record-keeping.
- Assisted in maintaining seamless office operations by providing back-up support for reception and administrative tasks.
- Provided reliable assistance in emergency situations, following established protocols for contacting appropriate personnel or authorities.
- Promoted security measures by verifying caller identities before granting access to sensitive information or connecting them with key personnel.
- Resolved customer issues and complaints promptly and politely, upholding satisfaction.
- Operated switchboard and routed incoming calls to appropriate departments.
- Kept records of calls placed and charges incurred.
- Processed incoming mail and packages, distributing accordingly.
- Assisted in maintaining office supplies inventory, coordinating restocking efforts.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Sorted, received, and distributed mail correspondence between departments and personnel.
Records Clerk
Management Information System
Window Rock, AZ
11.1976 - 04.1981
- Base on orientation of recruit applicants for On Job Training
- Organize, file confidential Personal data. Employment Notice, test results, orientation
- Entered participants’ eligibility information into Computer data base for Fort Defiance Agency
- Prepared statistic reporting to AZ Department of Economic Security.
- Navajo Nation Division of Labor
Temporary – Insurance Clerk
Nation Insurance
Window Rock, AZ
06.1976 - 09.1976
- Receive/file PAF process for NN Employees’ life insurance, medical Answer telephone calls, greet customers
Education
GED -
St. Mary’s Catholic Center
Gallup, New MexicoGED -
Window Rock High School
Fort Defiance, AZSkills
- Strong knowledge of PC’s and software including Microsoft Word and Excel Oracle experience is desirable
- Working knowledge of and experience with an Accounts Receivable and/or Accounts Payable
- Considerable knowledge of administrative functions in support of accounts payable
- Strong ability to show attention to detail
- Self accountable, dependable and able to take direction
- Excellent organizational skills and strong attention to detail
- Knowledge of accounting and auditing principles and practices, and the ability to apply that knowledge in order to make decisions based on the interpretation
- Excellent attention to detail
- Ability to make decisions regarding accounting issues and will be able to work independently with supervisor guidance
- Work with accounting software and provide support to colleagues
- Perform bookkeeping work including, but limited to payroll, bookkeeping of debits and credits, record keeping and balancing financial records
- Help identify issues and errors, investigate discrepancies, discuss with manager and develop resolutions to resolve issues and errors
- Problem-solving
- Time management
- Attention to detail
- Flexible and adaptable
- Dependable and responsible
- Multitasking
- Multitasking Abilities
- Excellent communication
- Critical thinking
- Computer skills
- Active listening
Accomplishments
- Supervised team of 4 office staff members and 5 construction crew on temporary assignments.
- Delegated to oversee and supervise accounting/procurement processing.
- Delegated to Office Manager to approve leave requests, make work assignments, office schedule to ensure office services are being provided.
Certification
- Procurement – Certification
- Introduction to JD Edwards FMIS Common Foundation
- JD Edward Orcale - 6B FMIS Certification
- Intro. Occupational Fraud Impact on Business
- Excel 2007 and Excel 2010
- Superfile It / DocuStore Excel
- Loan Servicing / Lender & Reports to Credit Bureau
- Credit Program Management
- Lending / Collection Techniques
- Federal & Navajo Veteran’s Benefits
- Procurement 6B Web Base
- Sexually Harassment
- Revenue - Cash Deposits
- Basic Budgeting / I-Finance
Languages
English
Native or Bilingual
Section name
Federal Concepts in Travel
Timeline
Accounting Technician
Navajo Parks & Recreation
04.2010 - Current
Office Secretary
Navajo Nation Land Administration
01.2010 - 04.2010
Loan Officer
Navajo Nation
09.2008 - 01.2010
Office Specialist
Navajo Nation
04.2001 - 09.2008
Secretary II
Navajo Nation
11.1998 - 04.2001
Office Automation Clerk
Bureau of Indian Affairs
10.1996 - 10.1998
Office Automation Clerk
Bureau of Indian Affairs
09.1996 - 10.1996
Office Automation Clerk
Bureau of Indian Affairs
02.1995 - 07.1995
Secretary I
Navajo Nation, Historic Preservation-Roads
09.1994 - 02.1995
Housing Technician
Bureau of Indian Affairs
08.1989 - 08.1994
PBX Switchboard Operator – Receptionist
Bureau of Indian Affairs
07.1982 - 08.1989
Records Clerk
Management Information System
11.1976 - 04.1981
Temporary – Insurance Clerk
Nation Insurance
06.1976 - 09.1976
GED -
St. Mary’s Catholic Center
GED -
Window Rock High School