Stefan Smith
Roselle Park
Summary
Experienced with financial analysis, budgeting, and forecasting, with additional experience in taxation, cost accounting and forensic accounting. Utilizes data-driven methodologies to support financial decisions and enhance budget efficiency. Track record of leveraging analytical skills and strategic thinking to drive financial success.
Overview
10
10
years of professional experience
Work History
Financial Management Analyst (Team Lead)
US ARMY CORPS OF ENGINEERS
12.2023 - Current
- Lead a team of 3 to complete NAN's Construction Division's budgetary and administrative tasks throughout a fiscal year.
- Research fiscal policies to advise and apply to Construction division's operations.
- Track and provide guidance on NAN's CO division's budget execution throughout a fiscal year.
- Main point of contact to NAN CO division chief for any financial, budgetary and operational tasks performed by the division and overall district.
- Acts as the steward of the division's overhead account, managing and tracking execution of roughly $8M annually.
- Advise top management on budget trends and S&A (revolving administrative funding) tracking through the creation of reports and analyses.
- Provide policy and fiscal law guidance to CO division and USACE's accountants as a subject matter expert.
- Analyze military and civil construction programs to assist with efficient allocation of resources.
- Offer budget development and financial planning to division leaders and other stakeholders.
- Serve as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to agency values at all times.
- Enhance financial reporting accuracy by streamlining data collection and analysis processes.
- Support senior management with strategic planning initiatives through detailed financial analysis and insightful recommendations.
- Optimized cash flow management strategies, ensuring that resources are allocated efficiently and maintaining nominal balances
- Develop comprehensive financial models for forecasting and budgeting purposes, enabling better decision-making, through data analytics software and visualizers.
- Perform ad-hoc analyses as needed to support organizational objectives while continually seeking ways to refine methodologies used.
- Assist in preparation of presentations, data tables and other documents for management, project engineers and project manager meetings.
Finance and Accounting Officer
US ARMY CORPS OF ENGINEERS
01.2018 - 12.2023
- Supervised a team of 5 Accountants and 1 Management and Program Analyst through FY22 year end
- Cross train other district offices during monthly training sessions on labor processing, cost transfers, and new modules and actions being added to CEFMS
- Present Construction in Progress (CIP) data to the commander, chiefs and CO field teams on a monthly basis, providing status updates and taking actions to ensure the NY district is compliant with the military CIP tests and policies
- Act as a primary point of contact for various offices in the NY district for systems issues resolutions, guidance on fiscal law and policies, cost management issues, project closeout actions and CIP transactions
- Assisted other districts to include Baltimore and Japan, with their CFO audit samples, accruals and CIP processes to get within a green status
- Assist the PPMD office with civil cost share issues with funding imbalances, coordinate with the finance center accounting team to collect funds from sponsors timely, review closeout packages for completeness, registering funding to ensure the continuity of project work
- Assist the CO office by providing detailed cost data for CIP DD1354 completions, S&A calculations/corrections and within-scope purchase requests reviews
- Assist RM management with updating processes and prepared guides/SOPs for new and current finance team
- Manage an RM SharePoint site by updating data being shared with the NY district on Fund Account balances, Undelivered Orders, Accruals, Commitments, Cancelling and Expiring funds and Negative Fund accounts
- Operate computers programmed with accounting software to record, store, and analyze information (CEFMS)
- Report to management regarding the finances of establishment
- Maintain or examine the records of government agencies
- Advise management about issues such as resource utilization and the assumptions of underlying budget forecasts
- Perform cost transfers and correct errors with employee labor and expense accounts
- Prepare monthly and quarterly reports of overtime salaries, interest charges, cost transfers and CIP
- Prepare sample material for external audits
- Provide internal auditing services for the agency, by periodically reviewing past actions to ensure that we are compliant or make any corrections
- Act as a supervisor and primary point of contact in my supervisor's absence
- Attend high level meetings when acting as supervisor to include deputies' meetings, senior staff meetings and regional finance and accounting officer meetings
- Facilitate weekly team meetings and check ins with the finance team
- Train new accountants on various business function of the finance team
Supervisory Program Analyst (120-day Temp Detail)
US ARMY CORPS OF ENGINEERS
03.2023 - 06.2023
- Supervised a team of 3 Program Analysts to complete NAN's Construction Division's budgetary and administrative tasks
- Oversaw a program analyst team through midyear budget formulation
- Tracked Construction division's budget execution and provide top, lateral and bottom guidance to remain consistent with budgetary targets
- Guided a team of 2 program analyst with prioritization of administrative and budget tasks
- Acted as the main point of contact for the district's accounting system data management and troubleshooting
- Advised top management on budget trends and S&A tracking through the creation of reports and analyses
- Performed supervisory personnel tasks to include: out-processing, completing performance reviews, weekly progress and troubleshooting meetings, and providing training opportunities for staff
- Provided policy and fiscal law guidance
- Conducted training sessions for new team members on program processes.
- Collaborated with cross-functional teams for program alignment.
- Trained team members on new software tools, improving overall productivity and efficiency.
- Fostered culture of continuous improvement, encouraging team feedback and suggestions on process enhancements.
Senior Tax Professional
H&R BLOCK
01.2020 - 04.2021
- Completed tax return for Individuals and Partnerships both in person and online using Blockworks software.
- Completed and maintained Federal, State and Ethics required trainings.
- Completed campaign calls to increase clientele and regain prior year clients.
- Assisted clients with tax return amendments after receiving letters from the IRS.
- Performed book-keeping services for single LLC business owners.
- Provided tax planning advice to clients.
- Marketed HR Block sponsored products for sale to clients.
- Responded to clients' tax inquiries via phone and online services.
Accounting Associate
NEW YORK RESTORATION PROJECT
10.2017 - 01.2018
- Processed accounts payable and maintained vendor files
- Recorded journal entries for credit card payments
- Oversaw daily bank deposits
- Recorded cash receipts in the general ledger
- Monthly reconciliation and analysis of general ledger accounts
- Daily monitoring and reporting on cash position and fund transfers to ensure adequate data to manage cash flow
- Ensured that all reconciling items are resolved on a timely basis
- Oversee compliance with all tax requirements, including payroll taxes, 1099's, and others as required
- Prepare monthly bank reconciliations for all organization accounts
- Assist in payroll processing
Accounting Intern
KPM TAX AND ACCOUNTING SERVICES
04.2017 - 08.2017
- Scanned sensitive material into clients' files.
- Organized tax forms.
- Prepared tax returns using Drake software for tax years 2011-2016.
- Communicated with clients about tax concerns and information about their returns.
Forensic Audit Intern
NEW YORK STATE OFFICE OF THE ATTORNEY GENERAL
10.2016 - 12.2016
- Collected and analyzed data to detect fraud, or non-compliance with laws and regulations.
- Gathered financial documents related to investigations.
- Batched data and chart irregularities of financial transactions.
- Scheduled bank records, deposits and checks with Comprehensive Financial Investigative Solution software (CFIS).
- Presented scheduled data to lawyers to build cases.
- Assisted in the preparation of high-quality audit workpapers, maintaining attention to detail and organization throughout each engagement.
Shift Supervisor
RITE AID PHARMACY
05.2015 - 10.2017
- Received payment by cash, check, credit cards, vouchers, or automatic debits.
- Assisted customers by providing information and resolving their complaints.
- Responded to customers' questions, and provide information on procedures or policies.
- Established or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.
- Stocked shelves, and marked prices on shelves and items.
- Issued receipts, refunds, credits, or change due to customers.
Education
Bachelor's - Business Administration- Accounting
BERKELEY COLLEGE
NEW YORK, NY06.2017
Skills
- Power BI Proficiency
- Proficient in Microsoft Word
- Excel Proficiency
- PowerPoint Proficiency
- CEFMS (Corps of Engineers Fin Management System)
- EDW (Data warehouse and report creation)
- QuickBooks
- Budget development
- Comprehensive Financial Analysis
- Cost accounting
- Effective Communication
- Analytical Thinking
- Precision in Task Execution
- Reliable Professionalism
- Team Leadership Skills
- Financial systems
Timeline
Financial Management Analyst (Team Lead)
US ARMY CORPS OF ENGINEERS
12.2023 - Current
Supervisory Program Analyst (120-day Temp Detail)
US ARMY CORPS OF ENGINEERS
03.2023 - 06.2023
Senior Tax Professional
H&R BLOCK
01.2020 - 04.2021
Finance and Accounting Officer
US ARMY CORPS OF ENGINEERS
01.2018 - 12.2023
Accounting Associate
NEW YORK RESTORATION PROJECT
10.2017 - 01.2018
Accounting Intern
KPM TAX AND ACCOUNTING SERVICES
04.2017 - 08.2017
Forensic Audit Intern
NEW YORK STATE OFFICE OF THE ATTORNEY GENERAL
10.2016 - 12.2016
Shift Supervisor
RITE AID PHARMACY
05.2015 - 10.2017
Bachelor's - Business Administration- Accounting
BERKELEY COLLEGE
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