Proven Financial Management Officer with many years of progressive financial leadership. Proficient for both public and private companies. Exceptional diversified leader experienced in team building, and management. Creative and innovative problem-solver with deep understanding of traditional and contemporary finance practices.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Management Analyst
DEPARTMENT OF THE NAVY
Millington, TN
02.2023 - Current
Provided virtual training quarterly to all newly assigned detachment program coordinators supporting Navy Transactional Support Centers.
Staffing and decision making.
As an audit team member, I am responsible for attending weekly virtual trainings provided by the BUPERS FIAR team to assist in ensuring that all fiscal-related documents are received and accounted for when requested.
CONFLICT RESOLUTION
Coordinate with local program managers to verify compliance.
Exhibit professional excellence, adaptability, resilience, teamwork, and strategic foresight in all assigned duties, as well as interactions with each and every customer, to ultimately benefit the organization.
Reviewed budget requests from departments to ensure compliance with organizational guidelines.
Maintained accurate records related to all aspects of financial management activities.
Ensured accuracy and completeness of all financial reports submitted for external audit reviews.
Military Officer
UNITED STATES NAVY RESERVES
06.2013 - Current
Direct and administer supply activities, interpret department and Navy Supply Systems Command regulations, and determine policy and procedures to be followed.
Responsibilities include accounting and disbursing of funds, distribution of supplies; development and maintenance of proper budgeting and fiscal policies.
Managed budgeting and financial processes related to unit operations.
MANAGEMENT
Responsible for direction of stock accounting systems, inventory control methods and systems; disposition of excess and obsolete stock; storage and distribution of material in support of assigned command mission.
Security Law Enforcement (06/2017-05/2018), U.S. Navy - Overseas Deployment. Supervised a small group of Naval Security Force members to support a joint mission.
Provided operational oversight of personnel, equipment, and resources. Supervised staff in the performance of their duties.
Assessed risk management strategies to ensure safety of personnel and assets.
Income Maintenance Caseworker (ICMW)
Commonwealth of Pennsylvania Department of Human Services
Pittsburgh, PA
12.2018 - 01.2023
Reviewed and evaluated client applications for eligibility of public assistance programs.
Investigated fraud or abuse in cases related to public assistance programs. Compute any misappropriations of funds, and draft reports for assigned OIG, Office of Inspector General.
Interpreted policies, laws, and regulations relevant to assigned caseloads.
Ensured compliance with applicable regulations and procedures.
Analyzed complex situations involving multiple issues and developed appropriate solutions.
Monitored client activities to ensure that they were meeting program requirements.
Portfolio Accounting Analyst
Bank of New York Mellon (Contractor)
Pittsburgh, PA
05.2016 - 05.2017
Assisted BNY Mellon Middle Office Service Client Group as a temporary employee with financial accounting for a large, based client, Eaton Vance.
Eaton Vance is a financial and investment advisor with assets invested in over $500 billion.
Reviewed and analyzed general ledger accounts to ensure accuracy of financial information.
Assisted in the preparation of daily, weekly, monthly, quarterly and annual reports.
Developed and maintained portfolio accounting policies and procedures.
Detection and Investigative Sr. Analyst
PNC Financial Service Group, Inc
PITTSBURGH, PA
11.2013 - 05.2016
ATTENTION TO DETAIL
Research Currency Transaction Reports in timely manner for accuracy, missing information, discrepancies, and possible structuring of funds
Ensure all information on CTR reports, high dollar withdrawals and deposits accounting for over $10,000 are reported accurately to Internal Revenue Service
Use program software to send reports to IRS if applicable
SELF-MANAGEMENT
Further investigate, locate, and contact PNC branches where completed transactions were made.
Gather information for reports
Applied knowledge of data modeling and statistical analysis to note trends and draw conclusions
Conducted market research to identify trends and customer needs.
Developed financial models to analyze data and identify potential risks.
Performed cost-benefit analysis to evaluate project feasibility.
Education
Master of Public Administration - Human Resource Concentration
American Public University System
Charles Town, WV
06.2023
Bachelor of Science - Criminal Justice
American InterContinental University
Atlanta, GA
Skills
Critical thinking
Data Collection and Research
Customer Relationship Management
Financial Management
Planning and evaluating
Microsoft Office efficiency
Regulatory Compliance
Conflict Resolution
Internal Controls
GAAP compliance
Budget Development
Cash Flow Management
Training
Defense Acquisition University Courses
CON 2370- Simplified Acquisition Procedures-October 2024
CON 0820-Critical Concepts in Operational Contract Support-October 2024
Certification
Financial Management Certification Level 1
References
References available upon request.
Timeline
Financial Management Analyst
DEPARTMENT OF THE NAVY
02.2023 - Current
Income Maintenance Caseworker (ICMW)
Commonwealth of Pennsylvania Department of Human Services
12.2018 - 01.2023
Portfolio Accounting Analyst
Bank of New York Mellon (Contractor)
05.2016 - 05.2017
Detection and Investigative Sr. Analyst
PNC Financial Service Group, Inc
11.2013 - 05.2016
Military Officer
UNITED STATES NAVY RESERVES
06.2013 - Current
Financial Management Certification Level 1
Master of Public Administration - Human Resource Concentration
American Public University System
Bachelor of Science - Criminal Justice
American InterContinental University
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