Terri Young
Greenbelt,MD
Summary
Experienced Financial Manager with background in diverse financial functions involving budgeting, forecasting, strategic planning, and risk management. Possess strong analytical skills to drive business operations and financial strategy. Consistently implement effective solutions that improve overall organizational performance. Display strong interpersonal skills and a collaborative approach to problem-solving.
Overview
9
9
years of professional experience
Work History
Budget Financial Manager
Guidehouse
Arlington, VA
01.2023 - Current
- Manage financial forecasting and budgeting processes for various Defense Advanced Research Projects Agency (DARPA)/MXO projects.
- Develop, maintain and manage budget trackers, financial dashboards, spend plans, and obligation plans.
- Track financial status, commitments, obligations, expenditures, deobligations and available balances across the Program Manager's portfolio to include SBIRs, YFAs, Studies and Seedlings.
- Prepare recurring and ad hoc reports, leadership summaries, briefing materials, and financial analyses to support decision making for new program startups, program quarterly status and program closeout.
- Responsible for tracking the status of new starts (new programs) to include developing the timeline, creating a filing system for all associated documents, developing the budget, tracking the development of all briefs; preparing and disseminating all associated letters related to the submitted proposals; tracking the new start inbox set up in Outlook; coordinating all associated meetings/conferences both in person and/or virtual.
- Responsible for managing the client's calendar.
- Responsible for the planning and execution of major program meetings/conferences; i.e. Proposers Day, Oral Presentations, Quarterly Program Reviews, Kick Off Meetings, Phase Transition Meetings.
- Respond to internal data calls, leadership taskers, and ad hoc requests related to the client's program portfolio
- Provide briefing support, documentation support, and general administrative coordination as needed.
Senior Foreign Military Sales Financial Analyst
Booz Allen Hamilton, BAH
Washington, DC
12.2019 - 11.2022
- Assisted with budget preparation and execution of the Government Furnished Equipment (GFE)/Ordnance components. Developed relationships with the Principal Assistant Project Managers (PAPMs) and the Program Acquisition Resource Managers (PARMs) to develop budgets and obligation phase plans. Utilized ERP to prepare funding documents and track through the approval process.
- Coordinated the mid-year PARM Finance Splinter meetings to include scheduling, preparing briefing material and other related correspondences.
- Updated the financial database as it relates to GFE/Ordnance items using ERP, MISIL and DIFS.
- Assisted with the development of Foreign Military Sales (FMS) case amendments, modifications and revisions in the Defense Security Assistance Management System (DSAMS).
- Prepared requests for Obligational Authority (OA) and traced through the approval process utilizing METS.
- Assisted with the development/clean-up of the PMS265 BFM Financial Database. Trained team members on the codes and data points.
Foreign Military Sales (FMS) Case Analyst
Imagine One Technology & Management
Shirlington, VA
05.2017 - 11.2019
- Performed data collection and analysis to assist with Case Reconciliation and closure.
- Prepared Case Closure Packages that included the item being reconciled, the problem, the steps needed to correct the issue and all the support documentation.
- Prepared Contract Closeout Packages that included the contract being reconciled, the problems, the steps to correct the issue and all supporting documentation.
- Prepared Memorandum for the Record Packages that included the funding document being finalized in MISIL, memorandum certifying expenditures are final, MISIL reports, WISH reports and all supporting documentation.
- Utilized MISIL, DIFS, COBRA and reports generated from Information Warehouse to track commitments, obligations, contract status and expenditures.
- Assisted with the development of the Weekly and Monthly Reports.
- Recommended internal process improvements
Education
Bachelor of Science - Business Administration And Management
North Carolina Central University
Durham, NC12-1988
Skills
- Budget management
- Financial analysis
- Expenditure tracking
- Dashboard development
- Effective communication
- Project budgeting
- Cost estimation
- Problem solving
- Attention to detail
- Team collaboration
- Time management
- Project management
- Contract administration
- Program planning
- Administrative coordination
- Client interaction
- Maintaining client records
- Document management
Timeline
Budget Financial Manager
Guidehouse
01.2023 - Current
Senior Foreign Military Sales Financial Analyst
Booz Allen Hamilton, BAH
12.2019 - 11.2022
Foreign Military Sales (FMS) Case Analyst
Imagine One Technology & Management
05.2017 - 11.2019
Bachelor of Science - Business Administration And Management
North Carolina Central University