Financial Service-Financial Management Specialist Grade 9 step 5
Jamaica Plain Veterans Administration
05.2022 - Current
- Responsible for the identification & refusal of 38,288.62 duplicate fraudulent invoices
- Research source systems and documents to verify the accuracy data
- Reviews validation across services educates impact of transactions
- Working on resolving 2.5 million of RR without MO transactions IPPS
- Develops and communicates standardization handbooks, standard operating procedures, policies, and checklists to services and programs
- Performs special projects involving budgets, staffing levels, data validation, make recommendations to the CFO findings project improvement
- Utilizes processing steps and validation tools to process, analyze, and report on data, research source systems and documents to verify the accuracy of data, builds and prepares reports
- IPPS Coordinator Cleared backlog and cancelled several million dollars of duplicate vendor invoices, vendor payments resolving billing errors
- Updated Delegation Memos for all service lines
- Comparison of VISTA, FMS
- IPPS financial programs
- Run pending documents reports working with services to clear invoices and
- Part of workgroup to streamline Delegation memo processes ratifications
- Created email groups for 478 and 523 travel creating a way to reach all travelers and IPPS certifier and approvers
- Created system check and balance for open credit accounts identifying possible credit card exposures
- Monthly travel Newsletter reaching over fifteen hundred travelers
- Identified problem between Vista, FMS, and Concur Accounting Codes discrepancies caused by errors in payroll and facilities and loss reports
- Run Power BI Gains and loss reports comparing data US Bank, Travel, HR and Concur
- Extracting data from the amended travel report identifying obligated but not expensed travel claims
- Conduct Travel & US Bank card audits to ensure Fiscal accuracy and integrity for misuse and make recommendations to the CFO
- Make suggestions to the AFO/CFO to use BI Warehouse sharepoint payroll data to improve accuracy of the lines of accounting and budget analyst
- US Bank Audit travel credit cards for compliance of travel dates, amounts, past due, refunds, cash advances, account suspense, unused flights, and compliancy with policy
- Identified issue with T&L payroll coding worked with budget and research to compile a list of Acc, cost centers to facilitate accuracy
- Alternate AOPC US Bank processing travel increases decrease and close out
- Supporting travel department-developing training tools and standardizing processes to increase productivity and process improvement
- Created travel manual for new travelers outlining travel process and procedures
- Advise management and recommend disciplinary action for misuse of travel cards
- Identified, resolved several years of processing rejects and resolved recovery payments
- Make recommendations for revising and implementing procedures travel gains and loss
- Process improvements-reduced delinquent obligations
- Verifying Accuracy of Travel Authorizations, Vouchers and Reimbursements
- Approving/Rejecting Travel Requests in Concur implementing fiscally responsible management and control systems
- Verifying LOTA's and 1017's & Leaf requests permission to travel-identified systems
- Uploading required back up for travel vouchers for the Medical Center/VISN
- Reviewed Authorizations/Travel Vouchers in Concur to ensure compliance
- Responding to questions/ access/ travel requests Concur
- Proactively identified credit card exposure Concur and deleted stored data
- Updating travel policy, procedures- distribution travel administrators, admins, and travelers, Training of travelers and travel preparers
- Analyze travel doc not complete incomplete reservations, authorizations & vouchers
- Interface Austin training materials, process improvement, policies, regulations, and compliance travel
- SharePoint comparison to Concur, US Bank and Gains and Loss Report to identify travelers that have changed stations and proactively close out, move or transfer profiles and US Bank cards
- Multicity complex travel, Lotas, Nonstop and creative solutions to containing costs
- Provide superior customer service, responding to complaints working the Doc not complete report to resolve travel cancellations and lost airfares
- Research and resolve problems with production
- Identified favorite lines of accounting causing BOC errors not editable at station level
- Records Manager for Fiscal Service disposed of hundreds of boxes-securing veteran data
- Downloading maintaining excel database shared drive checks, collection letters
- Timekeeper for Operations, Budget, and additional hospital departments
- Programs proficient with Microsoft, Word, PowerPoint, Access, Excel, Vista, Concur, DFAS, FMS, SAP, FCM
