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Skills

  • Planning and coordination
  • Cost allocation advisory
  • Team management
  • Relationship development
  • Budget variance reduction strategies
  • Organizational management principles
  • Funds distribution
  • Inventory management
  • Communications
  • Investigating variances

Work Experiences

  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Tableau was delivered to customer locations by me.
  • Audited multiple project fund allocations, uncovering discrepancies of $12, which led to improved transparency and corrective actions.
  • Achieved net savings of $5 in administrative costs in 2023.
  • Kept my method knowledge up to date by doing budget management and quality assurance.
  • Adjusted budget needs for product purchases.
  • Used Asana to create and modify expenditure reports.
  • Saved money by developing functional solutions to standard problems.
  • Advised senior leadership on financial allocations.
  • Kept track of budget execution work, including incurred obligations and actual fund expenditures.

Summaries

  • Accomplished in variance analysis and reconciliation, reducing month-end discrepancies by $12 through efficient tracking of expenditures and compliance with organizational policies.
  • Metric and system have a proven track record.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Accomplished in variance analysis and reconciliation.
  • Achieved a 38% improvement in financial accuracy.
  • Workflow optimization in procedure settings and quality assurance in client relations settings.
  • Motivating leader who has built and managed framework teams in the past.
  • Achieved reductions through system automation.
  • Strategic thinker with expertise in process improvement.
  • Communicative and team-oriented, with Microsoft Excel expertise.

Accomplishments

  • Trained new budget officers on the proper use of process, resulting in a 68% decrease in training and onboarding time.
  • Prepared periodic financial reports for program, delivering insights that enhanced decision-making for future budget cycles.
  • Developed and maintained budget management templates, streamlining reporting processes for all project leads.
  • Integrated Power BI to automate budget tracking, reducing manual entry time by 41% and increasing accuracy across reports.
  • Reconciled monthly financial statements, achieving a 83% error-free reporting record over a 2-month period.
  • Reduced logistics operational costs by 45% through budget reallocation and streamlining of expenditures.
  • Monitored budget allocations for category, resolving discrepancies in real-time to ensure financial accuracy and timeliness.
  • Managed expense allocation for HubSpot, ensuring compliance with grant restrictions and maximizing resource efficiency.
  • Prepared financial forecasts for both ongoing and new initiatives, contributing to more informed strategic decision-making.
  • Implemented new processes for budget adjustments, reducing time to approve changes by 80% within the department.

Affiliations

  • Active participant in quarterly financial budgeting meetups hosted by metric, sharing best practices in organizational budgeting.
  • Certified in ITIL from the National Association of Budget Officers (NABO), emphasizing budget preparation, submission, and reporting.
  • Collaborator with the National Association for Business Economics (NABE), attending workshops and seminars on economic impact analysis and financial forecasting.
  • Regular attendee of the Annual Budgeting and Financial Planning Symposium hosted by initiative, focusing on effective budget execution strategies.
  • Member of the Certified Public Finance Officer (CPFO) Program, specializing in municipal and public sector budget control.
  • Successfully completed an advanced Excel for Budget Technicians course hosted by Brightline to improve financial modeling and reporting accuracy.
  • Certified Financial Data Analyst (CFDA) from process, focusing on the analysis and tracking of large departmental budgets and financial trends.
  • Enrolled in the Certificate Program in Budget Analysis through the Association for Finance Professionals (AFP), enhancing skills in budget forecasting and reporting.
  • Completed a professional development course in multi-system financial integration through the Financial Management Service (FMS) organization.
  • Volunteer at the Budgeting Best Practices Workshop facilitated by procedure, focusing on implementing cost-saving measures.

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Oracle Financials Cloud Certification - Workday
  • Certified Government Financial Manager (CGFM) - Vantage
  • Advanced Budgeting and Forecasting Workshop & Certification Meridian
  • Certified Information Systems Auditor (CISA) – QuickBooks
  • Fiscal Management Specialist Certification initiative
  • Government Finance Officers Association (GFOA) Budget Officer Certification
  • Certified Financial Technician (CFTe) Summit Group
  • First Aid/CPR
  • Google Certified Professional Cloud Architect

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