Sydney Balkon
Coopersville,USA
Summary
Budget/Audit Analyst with extensive experience at Ottawa County, excelling in financial analysis and budget management. Proven track record in developing accurate budgets and comprehensive reports, while enhancing team collaboration and educating department staff. Adept at utilizing ERP systems to streamline processes and ensure precise accounts reconciliation.
Overview
4
4
years of professional experience
Work History
Budget/Audit Analyst
Ottawa County Community Mental Health
Holland, USA
05.2023 - Current
- Participates in the preparation of the Schedule of Federal Expenditures, work papers for the Single Audit, and Lakeshore Regional Entity financial statement.
- Provide and manage financial support for the Community Mental Health Department to understand grant requirements, prepare budgets, maintain the general ledger to track activity, and produce monthly and/or quarterly reports.
- Develops and submits monthly and yearly financial statement reports for CMH grants.
- Reviews budget requests, evaluates programs, recommends funding, and inputs the yearly budget into ERP.
- Supports budget projections related to payroll accruals and benefit expenses.
- Prepares and analyzes monthly and quarterly financial statements, providing comprehensive variance analyses between budgeted and actual expenditures for leadership.
- Assist with the preparation and payment of Community Mental Health client care partners.
- Maintains general ledger accuracy by reconciling accounts to subledger data, preparing adjusting entries, accruals, and allocations, including the documentation of workpapers within Tyler Enterprise/MUNIS ERP.
- Coordinates cross-functional collaboration with internal departments to identify process improvement opportunities, and present recommended solutions.
- Manages and tracks payments for intergovernmental revenue, including year-end accrual of receivables.
- Provided guidance and training to staff members on audit and budget techniques.
Server (Part-Time)
Southside Bar & Grill
Coopersville, USA
09.2021 - Current
- Delivered food and beverages promptly to maintain guest satisfaction.
- Provided excellent customer service in fast-paced dining environment.
- Memorize and understand food and beverage items on the menu, and be able to describe them appropriately to guests.
- Training new servers on restaurant procedures and policies.
- Keep fellow team members informed by notifying them of customer relations and time needs.
- Remain flexible with scheduling to assist with coverage needs.
- Obtaining revenues by totaling charges, issuing bills, accepting payment, returning change, and card information to patrons.
- Perform basic cleaning tasks to keep establishments clean and up to health department standards and rules.
- Assess inventory levels, and stock condiments and drink supplies as needed.
- Collaborated with kitchen staff to address special menu requests.
Account Clerk
Ottawa County
West Olive, USA
01.2022 - 05.2023
- Receives and verifies requests for disbursement of County funds, including vendor invoices, recurring bills, and transfers of funds, ensuring that expenses are allowable and charged to the proper accounts.
- Assist with preparing and transmitting a variety of bills and invoices for services rendered by the county.
- Assist in monthly, quarterly, and/or year-end closings, collection, and verifying financial data required for the preparation of statements, and other financial reports.
- Create and/or process journal entries and uploads.
- Inputs payables data for verified transactions, for accounts payable checks, and assists in balancing check runs.
- Participate in the Communications team, and create documentation for projects.
- Contact vendors to purchase and maintain products for the Fiscal Services Department.
- Prepare documents and spreadsheets to create and format the submission for the yearly Budget Book, and Annual Comprehensive Financial Report.
- Review and collect documentation to assist team members with grant submissions.
- Research and complete reconciliation for a variety of year-end accruals.
- Collaborated with team members to streamline clerical processes and improve efficiency.
Education
Bachelor of Business Administration - Accounting
Eastern Michigan University
Ypsilanti, MI12.2021
Skills
- Financial analysis
- Budget preparation
- Accounts reconciliation
- Compliance management
- Grant management
- ERP systems
- Communication skills
- Training and development
- Problem solving
- Customer service
- Microsoft Excel
- Audit planning
- Multitasking and organization
- Team collaboration
Timeline
Budget/Audit Analyst
Ottawa County Community Mental Health
05.2023 - Current
Account Clerk
Ottawa County
01.2022 - 05.2023
Server (Part-Time)
Southside Bar & Grill
09.2021 - Current
Bachelor of Business Administration - Accounting
Eastern Michigan University