Tracy A. Orr
Navarre,FL
Summary
Ms. Orr is an accounting and finance professional with over 20 years of government accounting, finance, and auditing experience. She is well-versed in DOD, Air Force, and Navy financial management policies and procedures, financial statements, audit readiness, and OMB circulars. She has experience with multiple DOD, Air Force, and Navy systems, such as SBSS, FIABS, ABSS, CONWRITE, SPS, IAPS, GAFS-R, GAFS-BL, DEAMS, EDM, EDA, CDS, DTS, GEX, WAWF, WINS, CCR, STARS, and OLR. Entrepreneurial professional offering progressive experience in operations leadership. Skilled at identifying and implementing process improvements to drive efficiency and productivity. Motivating leader with proven success in managing cross-functional teams. Seasoned professional in executive management, known for high productivity and efficient task completion. Skilled in strategic planning, financial oversight, and team leadership. Excel in communication, problem-solving, and adaptability to drive organizational success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
CEO
Caterpillar2 Butterfly Outreach Center
01.2013 - Current
- Company Overview: Non-profit business owner and operator
- Non-profit business owner and operator
Senior Consultant
Lynch Consultants, LLC
10.2012 - 12.2012
- Assisted with developing a governing board for the Department of the Navy (DON) Financial Management Office (FMO) Financial Improvement and Audit Readiness (FIAR) program, in collaboration with the Defense Finance Accounting Service (DFAS) to ensure and oversee the implementation and compliance with Improper Payments Elimination and Recovery Act of 2002 (IPERA) for Navy-wide
- Developed a plan of action and milestones for DON governing board to oversee the FIAR compliance efforts and implement functional and technical guidance for the DON
- Collaborated with functional areas to produce a living document (Charter) for the proposed DON Payment Review Board to determine the guidelines and duties of governing board with respect to the disbursement process for pre and post-payment reviews and certification processes
- Researched, reviewed, and interpreted laws, regulations, policies, and circulars pertaining to DON financial, accounting, audit, and budget management
- Leveraged the Business Process Standardization (BPS) and additional audit readiness efforts conducted in FMO to determine the universe of payment processes and related payment processing systems within the DON
- Identified the payment platform (i.e
- Non cash transactions) with specific focus on the legacy environment to determine the process owners, accountable officials, and existing pre-payment and post-payment activities within each DON payment process
- Identified the actions needed to validate the payment process to confirm process steps and identify gaps and issues with respect to needed internal controls and compliance with laws, regulations, and policies
Consultant
Morgan Borszcz Consulting, LLC (Kearney & Company)
04.2012 - 09.2012
- Served as consultant on the Air Force FIAR team under the directive of the Under Secretary of Defense (Comptroller) (USD(C)) tasked with identifying and evaluating the risk of material misstatement in the Air Force Statement of Budgetary Resources (SBR)
- Designed and implemented control activities to meet key control objectives (KCO) that limited the risk of material misstatements
- Directly supported the vendor pay Assessable Unit (AU) researching documenting and reviewing processes such as procure-to-pay (P2P) and Acquire to Retire (A2R) and General Fund and Working Capital Fund systems such as SBSS, FIABS, ABSS, CONWRITE, SPS, IAPS, GAFS- R, GAFS- BL, DEAMS, EDM, EDA, CDS, DTS, GEX, WAWF, WINS, CCR, and OLRV in accordance with the Assessable Unit (AU) process and system drill down
- Collaborated with multiple AF functional organizations and DFAS to review and develop Financial Improvement Plan (FIP) work products such as process narratives, flowcharts, risk assessments, control worksheets, supporting documentation matrix, process and system drill down, initial aging analysis, and QDD based DOD and AF FIAR Program Management Office guidelines, policies, and procedures
- Developed and evaluated Statement to Process Analysis Initial Process and System Drill Down requirements in FIP
- Established design of Initial Test of Controls Test Plans, compiled and reviewed existing work products to support the development of the Plans
- Designed tests scripts from supporting documentation to include retrieving and analyzing test data to substantiate account balances with sufficient and appropriate audit evidence
- Audited financial statement and reporting testing samples using multiple test plans and matrices
- Executed, reviewed, updated tests, and determined a corrective action plan for test of controls based on findings
Accounting Technician
Department of Defense Finance and Accounting Services (DFAS-PE)
08.2006 - 05.2010
- Audited and reconciled vendor’s accounts against contracts, modifications (MODS), invoices and receiving reports to verify valid contracts and MODS or determine discrepancies in payment histories
- Received, classified, and reviewed all obligation documents for validity, expenditure limitation, correct accounting data and verified against reporting information in the accounting system
- Developed, adapted and integrated, accounting and financial policies and procedures into daily operations
- Interpreted and provided technical explanations to internal and external customers utilizing the most current Regulations, Acts, and/or policy directives necessary to ensure processing is accomplished with the regulatory guidance
- Analyzed the financial reporting data and initiated queries from multiple financial systems including: ODS, Computerized Accounts Payable Systems (CAPS) Windows, Electronic Data Access (EDA), Electronic Data Management (EDM), Wide Area Work Flow (WAWF), and Web Invoice Systems; categorizing the data into usable information
- Examined and processed accounts payable accounting transactions related to contract payments, personal services payments, and material transactions for goods and services for the operating location, using Electronic Document Management (EDM) and Standard Accounting and Reporting System (STARS)
- Performed payment disbursement for commercial and United States military vendors/ customers
- Trained internal and external customers on e-commerce processes to assist in proper usage of all systems
- Served as one of the two subject matter experts (SME) for operations and processes involving e-commerce
- Managed, controlled, reviewed, recorded, and maintained daily interfaces from: WINS, WAWF, and Standard Procurement System (SPS)
- Analyzed all documents submitted to WAWF including: invoices, receiving reports, 2-in-1’s, combos, cost vouchers (direct submission and interims) to verify that they have interface correctly with CAPS Windows and they agree with the contract for which they were submitted
- Received, analyzed and processed payments in both U.S
- Dollars and foreign currencies taking discounts when available and avoiding interest to benefit all parties involved
- Verified documentation including invoices receiving reports manual obligations and modifications to contract
- Regularly researched and reconciled ODs rejections
- Reviewed incoming documents verifying the accuracy of all aspects including but not limited to contract number, terns, freight allowance, Commercial and Government Entity codes, dollar/foreign currency amount, description and quantity of goods or services, accounting classification codes or data, signatures dates and period of performance
- Ensured documents not meeting requirements were annotated and returned to the sender within seven days in compliance with regulations
- Processed, queried and operated CAPS Clipper, and CAPS Electronic Data Interchange (EDI)
- Managed all electronic interfaces for WAWF, WINS, SPS and Government Purchase Cards (GPC) to ensure accuracy and monitor all exceptions
- Accessed and verified accurate vendor information through Centralized Contractor Registration (CCR) and Commercial Electron Fund Transfers (CEFT), EDA, EDM, File Transfer Protocol FTP
Accounting Technician
DoD Education Activity Fiscal Division
09.2004 - 06.2006
- Reconciled the General Fund and Military Interdepartmental Purchase Request (MIPRs) Account balances
- Received, analyzed and controlled all documents for validity, accuracy, and completeness
- Entered accounting transactions into a financial funds control database
- Maintained control logs to monitor all obligation source documents were received in a timely manner
- Performed accounting duties in the funds control, account maintenance, and financial analysis functional areas
Education
MA - Business Management
Liberty University
01.2014
BA - Business Management Accounting Certificate
University of Maryland
01.2005
MCSA Certification Program - MCDST/MCSA/A+/Net+/Security
Stetson University
Skills
- Effective decision-making
- Financial acumen
- Global perspective
- Innovation management
- Succession planning
- Sustainable business models
- Operational excellence
- Customer focus
- Strategic visioning
- Organizational agility
- Budgeting and cost control
- Financial management
- Professional demeanor
- Develop business structures
- Professionalism
- Regulatory compliance
- Board collaboration
- Teamwork and collaboration
- Performance metrics
- Relationship building
- Account management
Security Clearance
Secret
Certification
- VITA TAX PREPARER
Timeline
CEO
Caterpillar2 Butterfly Outreach Center
01.2013 - Current
Senior Consultant
Lynch Consultants, LLC
10.2012 - 12.2012
Consultant
Morgan Borszcz Consulting, LLC (Kearney & Company)
04.2012 - 09.2012
Accounting Technician
Department of Defense Finance and Accounting Services (DFAS-PE)
08.2006 - 05.2010
Accounting Technician
DoD Education Activity Fiscal Division
09.2004 - 06.2006
MA - Business Management
Liberty University
BA - Business Management Accounting Certificate
University of Maryland
MCSA Certification Program - MCDST/MCSA/A+/Net+/Security
Stetson University
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