Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Thomas Yates Jr.

Washington,DC

Summary

Detail-oriented Senior Budget Analyst with extensive experience in federal financial management, budget execution, and financial systems. Skilled in managing multi-million-dollar budgets, reconciling obligations, and ensuring compliance with OMB guidelines and federal financial regulations. Adept at working with foreign offices, processing spend plans and fund cables, and utilizing advanced financial systems, including UFMS for requisitions, IBAPS for payroll, and FBIS for financial reporting. A proactive problem-solver, experienced in developing SharePoint sites to improve operational efficiency and tracking Key Performance Indicators (KPIs) to drive budgetary optimization.

Overview

9
9
years of professional experience

Work History

Sr. Budget Analyst

Food and Drug Administration (FDA)
07.2024 - Current

Office of Management and Enterprise Services, Division of Resource Management - Silver Spring, MD

  • Oversee financial operations for both domestic and foreign FDA offices, managing spend plans, fund cables, and budget execution to ensure the efficient allocation of resources supporting global initiatives
  • Develop, implement, and maintain detailed spend plan lines, ensuring accurate forecasting, allocation, and execution of funds across multiple programs and fiscal years
  • Monitor, reconcile, and analyze financial transactions, ensuring strict compliance with federal financial guidelines, OMB directives, and agency-specific policies while identifying and mitigating discrepancies
  • Process and track requisitions in UFMS, ensuring timely allocation, obligation, and expenditure of funds while maintaining financial accountability
  • Manage payroll and salary allocations through IBAPS, reconciling salary distributions, identifying discrepancies, and ensuring alignment with budgetary constraints
  • Generate and analyze financial reports using FBIS, assessing spending trends, budget utilization, and financial performance metrics to drive informed decision-making and strategic planning
  • Monitor and assess Key Performance Indicators (KPIs) related to budget execution, providing data-driven recommendations to improve fiscal efficiency and optimize resource distribution
  • Design, build, and maintain SharePoint sites, developing custom solutions to streamline financial workflows, improve data accessibility, and enhance program efficiency across multiple divisions
  • Serve as a key financial advisor to program managers and senior leadership, providing expert analysis, budgetary recommendations, and strategic financial insights to support operational decision-making
  • Conduct in-depth cost-benefit analyses, evaluating the financial impact of interagency agreements, procurement actions, and program expenditures to optimize budget execution and resource utilization
  • Interpret and enforce federal financial regulations, ensuring adherence to OMB guidelines, appropriation laws, and agency financial management policies, while providing authoritative guidance on compliance matters
  • Lead financial reviews and budget meetings for European foreign offices, coordinating with international stakeholders to align spend plans with global FDA priorities
  • Support prior-year financial cleanup and adjustments, ensuring proper reconciliation of undelivered orders (UDOs) and closing out obligations in accordance with federal financial management principles
  • Oversee financial aspects of relocations, processing MoveLINQ transactions and ensuring seamless fund transfers for personnel movements within FDA offices
  • Office of Management and Enterprise Services, Division of Resource Management - Silver Spring, MD

Sr. Budget Analyst

Food and Drug Administration (FDA)
04.2019 - 07.2024

Office of Budget, Division of Budget Execution Control - Calverton, MD / Remote

  • Manage a $54 million IT budget, overseeing financial planning, spend plan lines, forecasting, and variance analysis to ensure efficient budget execution
  • Develop and maintain spend plans, tracking commitments, obligations, and undelivered orders (UDOs) for accurate financial reporting
  • Monitor Key Performance Indicators (KPIs) related to budget execution, ensuring alignment with agency financial goals and compliance with federal guidelines
  • Verify and monitor integrated financial program data across multiple systems (UFMS, FBIS, and IBAPS), consolidating insights for high-level financial reporting
  • Process and track requisitions in UFMS, ensuring compliance with agency financial policies and timely approvals
  • Analyze relationships between major program changes and financial status, evaluating their impact on agency-wide budget execution
  • Conduct variance analysis, comparing planned versus actual spending, identifying trends, and recommending cost-saving opportunities
  • Lead monthly financial reviews with stakeholders, presenting budget performance insights and proposing strategic adjustments for improved fiscal management
  • Provide expert financial analysis and advisory support to program officials, managers, and resource administrators, guiding data-driven decision-making
  • Prepare and formulate consolidated budgets for major agency programs on both long- and short-term basis, ensuring accurate forecasting and resource allocation
  • Create and manage SharePoint sites, improve budget tracking, workflow automation, and program efficiency
  • Implement cost-tracking measures, enhancing financial efficiency and reducing discrepancies by 20%

Transportation Assistant- Accounts Payable

Department of Army
11.2015 - 04.2019

Joint Personal Property Shipping Office - Fort Belvoir, VA

  • Provide personalized household goods service counseling under the United States Transportation Command’s (USTRANSCOM) Defense Personal Property Program (DP3), assisting service members, dependents, and civilian employees with their shipment and storage entitlements
  • Educate and advise service members on their financial allowances, restrictions, and reimbursement procedures, ensuring they understand their benefits while staying compliant with federal policies
  • Oversee invoice processing and verification, ensuring all charges align with purchase orders and contracts before approving payments
  • Coordinate vendor payments through checks, ACH, and electronic transfers, ensuring timely and accurate disbursements while adhering to established payment terms
  • Monitor payment schedules and discount opportunities, maximizing cost savings by ensuring timely processing and preventing late fees
  • Manage high volumes of invoices with precision, ensuring compliance with financial regulations while proactively identifying and resolving discrepancies
  • Reconcile accounts payable transactions, maintaining financial accuracy by identifying discrepancies and implementing corrective actions as needed
  • Maintain detailed financial records, ensuring proper documentation of invoices, vendor agreements, and payment histories to support audits and financial reporting
  • Serve as a key point of contact for service members, answering inquiries, resolving issues, and coordinating logistics to ensure a smooth shipment and relocation process
  • Train and mentor new employees, leading orientation and cross-training initiatives to enhance team efficiency and knowledge-sharing within the Personal Property Branch
  • Joint Personal Property Shipping Office - Fort Belvoir, VA

Education

Bachelor of Science - Criminal Justice, Computer Science

University of Maryland Eastern Shore
Princess Anne, MD
01.2016

Skills

  • Budget Execution
  • Financial Analysis
  • Spend Plan Development
  • Federal Appropriations
  • OMB Compliance
  • Payroll Management
  • Procurement Management

Personal Information

Title: Senior Budget Analyst

Timeline

Sr. Budget Analyst

Food and Drug Administration (FDA)
07.2024 - Current

Sr. Budget Analyst

Food and Drug Administration (FDA)
04.2019 - 07.2024

Transportation Assistant- Accounts Payable

Department of Army
11.2015 - 04.2019

Bachelor of Science - Criminal Justice, Computer Science

University of Maryland Eastern Shore
Thomas Yates Jr.