Strategic and results-driven Senior Financial Analyst and Project Manager with over 20 years of experience optimizing financial performance, driving enterprise system implementations, and leading cross-functional initiatives. Expert in aligning technology with business objectives, enhancing operational efficiency, and delivering robust financial planning, analysis, and reporting solutions. Proven success across ERP/EPM platforms (Oracle Cloud, PeopleSoft, Lawson), billing systems (Vertex), and financial analytics tools (Power BI, Hyperion). Adept at combining accounting expertise with project leadership to support executive decision-making and organizational growth.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Senior Associate / Project Manager
IBS Management & Consultancy Services, LLC
Washington, DC
08.2018 - 03.2025
Company Overview: Client: WMATA (Washington Metropolitan Area Transit Authority)
Led cross-functional teams in the successful implementation and upgrades of Hyperion, Lawson, and PeopleSoft Financials—reducing manual processes by 40%.
Supported daily operations and special projects, including the Oracle ERP Cloud transition.
Managed OMBS Monthly Financial Reports, ensuring accurate data validation and reporting.
Directed the WMATA After-Hours Commuter Service (AHCS) program for hospitality and healthcare workers.
Oversaw eligibility verification, fraud prevention, and regular audits of program participants.
Created and maintained CFO-level reporting dashboards to track usage trends, subsidy distribution, and customer participation.
Maintained GIS maps to support data accuracy and visual analysis.
Managed a $1M program budget, tracking spending and mitigating risk.
Coordinated bi-weekly team meetings, schedules, deliverables, and documentation.
Developed ad hoc analyses and responded to PARP requests for leadership.
Acted as liaison for AHCS initiatives, marketing, and partner performance (e.g., Lyft, Capital Bikeshare).
Implemented multilingual web content and managed digital communications for program transparency.
Validated FY24 Approved Budget Book through thorough cross-referencing of tables, charts, and narratives.
Led Kronos Data Validation Project, identifying and resolving payroll discrepancies using analytics.
Client: WMATA (Washington Metropolitan Area Transit Authority)
Senior Financial Analyst / Project Manager
DC Water and Sewer Authority
Washington, DC
05.2009 - 03.2018
Developed and managed the 10-year Financial Plan and long-term capital authority requirements.
Oversaw Cost-of-Service studies and regulatory rate-setting processes.
Collaborated with stakeholders to ensure timely budget adjustments and capital project funding.
Monitored retail revenue trends, improving collection strategies and customer engagement.
Managed municipal and federal billing activities; optimized internal processes and team coordination.
Served as strategic advisor to the CFO on planning, budgeting, and operational performance.
Directed department budgets and supported $1B+ financial planning across capital and operations.
Spearheaded ERP system upgrades and Vertex One ECIS Billing System implementation.
Delivered a 32% cost savings on rate studies within six months.
Liaised with high-level stakeholders including U.S. Congress and the EPA.
Led initiatives to improve reporting accuracy and system functionality.
Staff Accountant
DC Water and Sewer Authority
Washington, DC
04.1999 - 05.2009
Key contributor to ECIS system implementation and integration with payroll and financial platforms.
Managed reconciliations, AR processes, and month-end closings.
Produced audit-ready financial reports and supported compliance initiatives.
Accountant
Edison Electric Institute
Washington, DC
01.1994 - 04.1999
Reconciled general ledger, assets, and liabilities; ensured GAAP compliance.
Managed journal entries, accruals, and quarterly financial reporting.
Supported month-end closings and financial statement preparation.
Education
Master of Science - Accounting/Finance
Strayer University
Washington, DC
01.1999
Bachelor of Science - Accounting/Finance
Strayer University
Washington, DC
01.1992
Skills
FP&A expertise
Budgeting and forecasting strategies
ERP/EPM system implementations
Billing systems oversight
Agile and waterfall project methodologies
Financial reporting and dashboard creation
Process improvement initiatives
Compliance with GAAP and IFRS standards
Proficient in data analytics tools
Advanced Excel capabilities
SQL proficiency
MS Project utilization
JIRA project tracking skills
Leadership across functions
Affiliations
Member, National Forum for Black Public Administrators (NFBPA)