Seasoned Financial Analyst with over 10 years of expertise in managing high-value Department of Defense portfolios. Successfully oversee programs that include 3010 Procurement, 3600 RDT&E, 3400 Operations and Maintenance, and Foreign Military Sale funds. Demonstrated proficiency in budget execution and formulation, driving operational efficiency and ensuring compliance with financial policies. Focused on enhancing financial operations to align with organizational objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Lead Financial Analyst
USAF AFLCMC/WNDT
Hill AFB, UT
02.2021 - Current
Lead Financial Analyst for Avionics, Canopy, and ESUP II Investment Programs within the T-38 Systems Program Office (SPO) - expertly manage a $700M portfolio of multi-year RDT&E, procurement, CAM, non-CAM O&M, and FMS no-year appropriations.
Championed collaboration with division leadership and organizations to execute expiring funds.
Developed strategy and oversaw the execution of over 60 division requirements in the 4th quarter, ensuring significant savings in System Program Office (SPO) funding.
Coordinated discussions on spending plans and forecasting during weekly FM tag-up meetings with program managers.
Guided decision-making by addressing financial impacts and operational strategies.
Collaborated with teams to mitigate negative effects of Congressional Marks on project deliverables.
Executed a unique funding strategy for a new start effort utilizing RDT&E/Procurement by collaborating with Program Managers, SAF/AQQ Program Element Monitors, and AETC to submit an out-of-cycle new start request.
Strategically coordinated with cross-functional teams to secure a $17M award using high-visibility, expiring $5M Congressional add funds.
Obligated $12M of FY23 funds to improve Division FY23 3010 execution by 23% to exceed OSD goals.
Worked directly with the leadership to generate and analyze POM, and develop congressional cut scenarios in support of long-term requirement longevity.
Revise and finalize budget documentation for upcoming budget cycles within the Integrated Documentation and Execution System (IDECS).
Maintained adherence to FAR, DFARS, AFFARS, and relevant regulations.
Conducted financial evaluations to ensure efficient resource utilization during planning and programming cycles.
Executed reconciliation efforts across Air Force organizations, DFAS, DoD contractors, and related agencies.
Financial Analyst
Air Force Life Cycle Management/ Proven Aircraft
Hill AFB, UT
02.2020 - 02.2021
Financial Analyst with an FMS portfolio of 25 country lines, totaling more than $57M in direct case funding.
Oversaw lines by analyzing budget requirements, loading and reallocating funds, monitoring expenditures, investigating and correcting errors, delivering reports, and advising and reporting to IPT and program leadership.
Managed and maintained the FMS Admin one-year funding obligation forecast, and ensured all OSD goals were met.
Appointed to perform financial 'BETA' tests on the new CCaR planned for the fall 2020 launch, following demonstrated proficiency.
Performed reconciliation on manpower lines for country cases, using various financial systems.
Identified and resolved over $40,000 in execution from FY15 to FY20 that was missing from financial systems.
Resolved financial de-obligation exceeding $149K due to a contract error in one country case.
Investigated and collaborated with MOCAS to trace system errors, ensuring prompt resolution to allow for vendor prompt payment.
Corrected over $600,000 in civilian pay-rejected transactions that spanned across three fiscal years.
Led the COVID-19 Sanitation Tiger Team for the Division. Acquired and delivered COVID-specific cleaning supplies to 137 members at two Air Force bases.
Budget Analyst
Air Force Institute of Technology
WPAFB, OH
08.2018 - 02.2020
Resource advisor with a portfolio of over 400 research projects, totaling more than $20 million in reimbursable funding.
Government Purchase Card (GPC) Approving Official for seven cardholders, with over 1,700 individual transactions annually.
Ensure all transactions meet AFI 64-117 requirements, and ensure all cardholder transactions are appropriate, complete, and accurate for each specific project.
The Defense Travel System (DTS) is reviewing the official and Finance Defense Travel Administrator, who is responsible for managing over 400 lines of accounting and budgets, and ensuring that all financial information remains accurate.
Reviews and edits student and faculty travel authorizations and vouchers for completeness, accuracy, and compliance with the Joint Travel Regulations (JTR) within DTS for the Air Force Institute of Technology.
Implemented a cross-org traveler spreadsheet to improve visibility and assist with the travel reconciliation report.
Performed maintenance and reporting on budgetary spending plans and expenses for a budget with reimbursable funding sources.
Identified and resolved End-of-Year balancing issues in DEAMS.
Oversaw various accounts by analyzing budget requirements, loading and reallocating funds, monitoring expenditures, investigating and correcting errors, and advising and reporting to leadership.
Research Grants Administrator/Project Lead
Air Force Institute of Technology (Applied Research Solutions)
WPAFB, OH
12.2015 - 08.2018
Responded to requests for sponsor program information from federal and state higher education agencies in addition to Air Force entities, integrating data from multiple EN and AFIT offices
Instructed faculty and staff on topics including proposal preparation, use of electronic research administration tools, budget management, and compliance issues such as Institutional Research Board requirements for human subjects research
Performed budget formulation including preparation of detailed analyses of annual and multi-year budget estimates for various research projects into a consolidated budget request
Ensured compliance with sponsor guidance and AFIT/AETC policies prior to each proposal submission
Maintains security and confidentiality of records
Provided expert technical advice and guidance to faculty and staff regarding budget formulation and cost justifications matters related to various projects
Reviewed historical data for use in preparing reports and briefings
Compiled financial reports, records, and data to verify completeness, correctness, consistency, or authenticity
Extracted, assembled, and developed financial data and documentation for use in reports and publications
Resource Advisor
Air Force Institute of Technology (Applied Research Solutions)
WPAFB, OH
06.2015 - 12.2015
Provided expert technical advice and training regarding budget execution tasks such as account set up, close-out, Government Purchase Card (GPC) requests, travel orders/vouchers, military interdepartmental purchase requests (MIPRs) and other budget factors to meet the needs of all departments to ensure appropriate accounting and managing of funds
Provided budgeting support to PhD faculty and research staff by managing and analyzing a wide range of financial data to keep auditable records accurate and up to date
Performed budget execution, financial management, and administration work within the Office of Sponsored Programs involving the monitoring of obligations incurred and the actual expenditures of funds
Advised, assisted, and guided Principal Investigators with properly monitoring their project accounts by analyzing project expectations and recommending redistribution of funds to support requirements, reallocating funds as needed, correcting account errors, and overseeing completed project account closeouts
Prepared and tracked monthly financial reports for the director of the department to include tracking and resolving outstanding obligations and monitoring budget execution to ensure projects are meeting their spending projections
Education
BS - Hospitality Management
University of New Hampshire
01.2011
AAS - Restaurant Management
University of New Hampshire
01.2009
MBA - Leadership
Southern New Hampshire University
Skills
DoD Financial Regulations and Policies
Financial Improvement and Audit Readiness (FIAR)
Schedules and Forecasting
Budget Management and Execution
Program Office Memorandum (POM) Process
FMSuite
Advana DARQ
Form 9s/CAT I/II MIPRs
Reimbursable Form 185s
Contract Closeout
Upward Obligation Adjustments (UOAs)
DoD’s planning, programming, budgeting, and execution (PPBE) processes
Excel - Pivot Tables & PowerBI
Current Clearance
Secret with ability to obtain TS/SCI
Certification
DoD FM Level II Certification, 01/01/23
APDP Level II, pending time commitment, 02/01/24
Professional Memberships
American Society of Military Comptrollers, 2022-Present
Professional Military Education
USAF Developing Team Leader Course, 11/01/23
CCaR Admin Essential Training, 11/01/23
AFMC Green Belt Boot Camp, 01/01/22
Professional Financial Management Course, 09/01/20
DAF Emerging Leader Course, 07/01/20
Accomplishments
2024 4th Qtr. Small Team Award – Division
2024 4th Qtr. Large Team Award - Division
2024 1st Qtr. Civilian of the Quarter – CATII – Directorate
2023 1st Qtr. Civilian of the Quarter – CAT II – Branch
2022 AFLCMC Annual Excellence in Acquisition Leadership Team
2022 3rd Qtr. Small Team Award - Division Level
2021 3rd Qtr. Award Winners Civ Cat II - Division Level
2021 Small Teams of the Year - Division Level
References
References available upon request.
Timeline
Lead Financial Analyst
USAF AFLCMC/WNDT
02.2021 - Current
Financial Analyst
Air Force Life Cycle Management/ Proven Aircraft
02.2020 - 02.2021
Budget Analyst
Air Force Institute of Technology
08.2018 - 02.2020
Research Grants Administrator/Project Lead
Air Force Institute of Technology (Applied Research Solutions)
12.2015 - 08.2018
Resource Advisor
Air Force Institute of Technology (Applied Research Solutions)
Chief, Systems Engineering and Platform Integration Branch at AFLCMC/United States Air ForceChief, Systems Engineering and Platform Integration Branch at AFLCMC/United States Air Force
Operations Management Specialist (Manpower/Recruitment/Special Projects) at B2 Division Action Group AFLCMC/WBZ Wright Patterson Air Force BaseOperations Management Specialist (Manpower/Recruitment/Special Projects) at B2 Division Action Group AFLCMC/WBZ Wright Patterson Air Force Base
Cost/Price Analyst at Air Force Life Cycle Management Center (AFLCMC), PZFC Pricing Support DivisionCost/Price Analyst at Air Force Life Cycle Management Center (AFLCMC), PZFC Pricing Support Division