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Professional Summary

Ambitious, detail-oriented business/fiance professional versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges, changing environments and adept at managing the administrative side as well as technical aspects of business analytics.

Skills
  • Financial and management accounting
  • Business development
  • Financial forecasting
  • Needs assessments
  • Strategic cost management
  • SAS
  • SQL
  • Microsoft Office Suite
  • Financial reporting and analysis
  • Web-based reporting tools
  • Data collection and analysis
  • Budgeting
Work History
Fund Financial Analyst 01/2018 to Current
Vanguard Malvern, PA
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Improved operational efficiency and cultivated cost reduction and increased productivity.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Gathered, organized and input information into digital database.
  • Reviewed performance benchmarks and established metrics for future tracking.
  • Applied knowledge of data modeling and statistical analysis to note trends and draw conclusions.
  • Documented business processes and analyzed procedures to align with changing business needs.
Budget Analyst 03/2016 to 01/2018
1Love4Animals Chester Springs, PA
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Reconciled company bank, credit card and line of credit accounts.
  • Generated reports detailing various metrics and account information.
  • Analyzed monthly balance sheet accounts for corporate reporting.
  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
  • Created presentation formats for monthly/quarterly reviews of expense charge-outs.
  • Created periodic reports comparing budgeted costs to actual costs.
Business Analyst 01/2013 to 10/2015
Philidor RX Services Hatboro, PA


  • Developed start-up and scaling cost estimates for business plans proposed to venture capital firms.
  • Researched and resolved issues regarding the integrity of data flow into databases.
  • Developed a set of metrics derived from raw company data to track improvements in organizational efficiency.
  • Partnered with CFO to create and revise annual budget.
  • Recommended operational improvements based on tracking and analysis.
  • Performed competitor bench marking analysis and identified savings opportunities and potential product enhancements.
Assistant Clinical Support Specialist 02/2012 to 12/2012
GlaxoSmithKline Oaks, PA
  • Collaborated with project managers to ensure that file content and format are consistent with good, ethical clinical practice and standard operating procedures, including data management documents
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Provided document QC support ensuring formatting, styles, tables and graphics were within FDA submission standards.
  • Assisted in developing records management presentations, tracking record and information assets throughout the records life cycle ; from receipt to disposition, and capturing information assets. The capture of information may include indexing, cataloging, data entry, scanning, and file transfer.
Education
MBA: Business Administration 2019 West Chester University - West Chester, PA
CORe: Credential of Readiness 2018 HBX - Harvard Business School
Bachelor of Arts: Human Services 2014 Chestnut Hill College - Philadelphia, PA
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Summary
Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.
Skills
  • Financial statement analysis
  • Budget forecasting expertise
  • Account reconciliation expert
  • General ledger accounting
  • Expert in customer relations
  • Advanced computer proficiency (PC and Mac)
  • Effective time management 
 
  • Excellent managerial techniques
  • Strong organizational skills
  • Superior research skills  
  • Flexible team player
  • Intermediate Excel Experience
  • Intermediate Access Experience
  • Experience Microsoft Word
Experience
06/2012 to 07/2017
Budget Analyst II Federal Management Systems Inc Grand Prairie, TX
  • Processed a large number invoices per month for a large-scale organization.
  • Reduced time and costs and increased efficiency by introducing new accounting procedures.
  • Renegotiated payment terms with dozens of suppliers.
  • Calculated figures such as discounts, percentage allocations and credits.
  • Verified details of transactions, including funds received and total account balances.
  • Researched and resolved billing and invoice problems.
  • Balanced batch summary reports for verification and approval.
  • Conducted month-end balance sheet reviews and reconciled any variances.
  • Monitored $350,000,000 annually to ensure adequate funding 
  • Prepared reports for Verification & Validation (V&V), Undeliverable Orders (UDO's), Security Work Authorizations (SWA) and Negative Security Work Authorization 
  • Prepared reports for bi-weekly and 1/12 billing 
  • Validated electronic systems were processing transactions accurately and reflecting current financial and account procedures 
  • Conducted contract administration by processing receiving reports and invoices in Web View and FFMS 
03/2010 to 12/2010
Accountant DRO/CIS: Intergovernmental Service Agreements Dallas, TX
Contract through Federal Management System Incorporation (FMSI) for the Dallas Finance Center (DFC) as a Staff Accountant in the Detention and Removal Operations
  • performing a segment of account payable functions
  • financial analysis
  • administration work
  • manages a variety of contracts
  • process multi-million dollar payments for the Department of Homeland Security (DHS)
  • Adjudicate and post payment according to the Improper Payment Act (IPA) and the Prompt Payment Act (PPA)
  • All of what I do facilitates according to Standard Operating Procedures (SOP) for the various payments
03/2000 to 03/2010
Financial Analyst Federal Management System Inc Dallas , Texas
Verified details of transactions, including funds received and total account balances.Suggested process improvements to secure prompt and regular receipts for the organization.Coded the general ledger and processed vendor invoice payments.
  • Deposited third party checks, as well as monthly reserve transfers.
  • Revamped accounting quality system to prepare for important audits.
  • Directed and educated junior team members on auditing techniques and software.
  • Monitored new trends and technologies as they applied to audit areas.
  • Systematically prepared documents and assembled financial statements for independent auditors.
Education and Training
1979
James Madison High School
1989
Associate Degree: Accounting/Computer Science International Technical Institute Accounting/Computer Science Federal Management Systems, Inc.
March 2010
DRO/CIS: Intergovernmental Service Agreements (IGSA), Marshall Support Service Agreements (MSSA), Delivery Orders (DO), Contracts (CONTR), Purchase Orders (PO), and Employee Training and Employee Expense (EMPEXP). Dallas, Texas Contract through Federal Management System Incorporation (FMSI) for the Dallas Finance Center (DFC) as a Staff Accountant in the Detention and Removal Operations (DRO)/Customs Immigration Services (CIS) department, performing a segment of account payable functions, financial analysis, administration work, manages a variety of contracts, process multimillion dollar payments for the Department of Homeland Security (DHS). Adjudicate and post payment according to the Improper Payment Act (IPA) and the Prompt Payment Act (PPA). All of what I do facilitates according to Standard Operating Procedures (SOP) for the various payments in
June 2000
Responsible for correction, creating spreadsheet, new hire, processing payroll for emergency room physicians, printing checks, create direct deposit, filing upon completion of the payroll, verifying physician's employment; working as a team member assisting and training others. Entry Level Accountant Dallas, Texas Accountable for performing quality and professional work as a contractor; performed such task as processing payroll and physicians verification at EMCARE Incorporation. Crediting returns and shortages, maintain orderly files for president of Plastic Manufacturing Inc. Performed billing and invoicing renter agreement for UPS Trust Leasing. Also, performed various duties for other companies such as an accounts payable, account receivable general ledgers, and others accounting duties. Also' completing the assignments and always was hired through the several company.
Activities and Honors
  • Over 10 years of accounting experience 
  • Liaison with HQ Financial Management Audit team working to reconcile prior SCA Wage Adjustments in a 4-year span in the amount of $500,000,000
  • Worked as project manager for Hurricane IKE
  • Assist in the development of the Nationwide COR (Contracting Office Representative) Business Matric which is being used by all the regions under FPS 
  • Worked on 3 major disasters projects as part of the emergency response team 
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Accomplishments
  • Emerging Leaders Program Class of 2017 Appropriations Law 2012 In addition to many fire related classes and certifications I have attained, I would like to highlight the following: M-410 Facilitative Instructor, L-480 Organizational Leadership Instructor, M-581 Fire Program Management Volunteer: Powderhorn Mountain Resort - National Ski Patroller, Colorado Leadership Network - Participant, Presenter.
  • Member Type III Fire Management Team, Finance Section Chief.
Professional Summary
Acquire field supervisory position serving as a member of a high performing team applying my skills and experience in order to benefit staff and land management decisions as a part of the Emerging Leaders program
Skills
Work History
Budget Analyst, 11/2012 to Current
BUREAU OF LAND MANAGEMENT-NORTHWEST DISTRICT GS Grand Junction, CO
  • Analyze, monitor and adjust a $26M budget program for seven offices comprised of a complex mix of 50 appropriated, reimbursable and collections accounts (e.g., oil and gas trust, grazing allotments, interagency grants and agreements) within 2% every year.
  • Advise District Leadership Team (DLT) regarding appropriateness and cost effectiveness of funding requests and expenditures which frequently involves making decisions and recommendations under conditions of high uncertainty and time pressure (e.g., conflicting policies, regulations, deadlines and program and budgetary objectives).
  • Created and executed Budget Overview seminar to train field office employees on our budget process.
  • I was requested to teach this course to Emerging Leaders class of 2017.
  • Gained proficiency and provided training for a variety of computer programs and am considered an expert user of the financial based systems utilized in the BLM.
Assistant Field Office Manager, 03/2015 to 11/2015
BUREAU OF LAND MANAGEMENT--LITTLE SNAKE FIELD OFFICE GS Craig, CO
  • Supervised Archaeology, Wildlife Biology, Realty, Mining Engineering and Administration functions Lead a cross-functional team to create and implement the secondary stages of Travel Management planning in accordance to the most recent RMP.
  • Drafted action plans and led meetings with Travel Management contractor to review project status and proposed changes Lead the Interdisciplinary Team to coordinate NEPA process Coordinated with Resources Team for the Twenty Mile Coal lease update Member of the Moffat County Land Use Board Member of the Friends of the Yampa.
Assistant Field Office Manager, 06/2014 to 10/2014
BUREAU OF LAND MANAGEMENT--LITTLE SNAKE FIELD OFFICE GS Craig, CO
  • Supervised Archaeology, Wildlife Biology, Realty, Mining Engineering and Administration functions Collaborated with cross-functional teams to create and implement the initial stages of Travel Management planning in accordance to the most recent RMP Lead the Interdisciplinary Team to coordinate NEPA process Member of the Moffat County Land Use Board Member of the Friends of the Yampa Created the business plan for the Sarvis Cabin land acquisition and coordinated the finalization between internal and external partners Secured funding for the emergency capping of a leaking abandoned well.
Administrative Support Assistant, 01/2017 to 06/2012
BUREAU OF LAND MANAGEMENT Grand Junction, CO
  • Budget Administration/Monitoring: I assisted with budget preparation and advised managers and program leaders on budget submission requirements Prepared the 2013 Budget Planning System (BPS) project rankings at the District level and generated the submission to the Colorado State Office.
  • Monitored and analyzed program costs and benefits and advised management when needed to assure program efficiencies and adherence to budget Advised management and coworkers on procurement policies and procedures to assure efficiencies and adherence to regulations and program objectives Procurement/Requisitions: primary requisitioner and credit card purchaser for the NW District and backup for other field offices as needed.
  • Assured line of accounting accuracy and provided audit controls and appropriate document security and retention per national and state procurement guidelines and directives.
  • Collections: I provided technical training and guidance to personnel in order to prepare the necessary financial reports to maintain compliance with state and national guidelines and directives.
  • Personnel/Payroll/Time keeping: I was the administrator and primary procedural resource for NW District personnel and back up for other field offices as needed I identified and mitigated potential adverse trends, systematic problems and unique maintenance situations and provided backup services for other field offices as needed Provided policy guidance to personnel in accordance with BLM Manual 1512 and assured that cardholder responsibilities were understood and were in compliance and credit card statements were properly reconciled utilizing a statement review checklist.
  • Reviewed transaction exception reports to identify patterns that may indicate card misuse and reported to the appropriate supervisor.
Range Technician, 04/2009 to 12/2011
BUREAU OF LAND MANAGEMENT--UCR FIRE Grand Junction, CO
  • Coordinated resources for the Upper Colorado River Interagency Fire Management Unit; a high complexity.
Interagency Dispatch Center
  • The unit is comprised of BLM, USFS and NPS federal entities, Colorado State Forest, 6 counties and additional federal resources from the immediate area.
  • Responsible for dispatching 12 federal engines, approximately 25 cooperator engines, two twenty-person crews, multiple fixed-wing and rotor aircraft and approximately 200 overhead resources.
  • Utilized the Resource Ordering and Status System (ROSS) and I instructed other dispatchers in its use.
  • Developed solid working relationships with varied resource providers such as supply cache personnel, county cooperators and contractor personnel.
  • Led the revamping of weather information reporting to field personnel in order to reflect current and historical data in a graphical format using Excel and Access database programs.
  • Performed Intelligence, Initial Attack and Logistics duties.
Owner/CEO, 10/2006 to 04/2009
ECOSAVVY SOLUTIONS, LLC Grand Junction, United States, CO
  • Owned and operated a small business that specialized in the sales and marketing of indoor environmental technologies such as air purification and water purification products for residential, commercial and industrial applications.
  • Day to day business operations included sales and marketing, high level written and oral communications, sales forecasting and budgeting, and general business accounting practices.
  • Performed initial air and water quality assessments to provide the correct solution to an environmental hazard.
Range Technician, 06/2006 to 11/2006
BUREAU OF LAND MANAGEMENT--UCR FIRE Grand Junction, CO
  • Coordinated resources for the Upper Colorado River Interagency Fire Management Unit; a high complexity Interagency Dispatch Center The unit is comprised of BLM, USFS and NPS federal entities, Colorado State Forest, 6 counties and additional federal resources from the immediate area.
  • Responsible for dispatching 12 federal engines, approximately 25 cooperator engines, two twenty-person crews, multiple fixed-wing and rotor aircraft and approximately 200 overhead resources.
  • Utilized the Resource Ordering and Status System (ROSS) and I instructed other dispatchers in its use.
  • Developed solid working relationships with varied resource providers such as supply cache personnel, county cooperators and contractor personnel Performed Intelligence, Initial Attack and Logistics duties.
Ski Patroller--Emergency Medical Technician, 11/2005 to 05/2006
POWDERHORN SKI RESORT Mesa, CO
Additionally, 11/2002 to 05/2003
11/2003 to 05/2004
11/2004 to 05/2005
  • Responsible for on-mountain dispatching from the lead patrol station in response to emergency medical situations, threats to public safety and tramway related incidents Lead a patrol force of no less than 10 individuals and more than 25 during peak times Lead safety briefings, work station assignments, project assignments and communications coordination with mountain operations Created daily reports detailing all available resources including emergency medical personnel, law enforcement, maintenance personnel, and transportation including air and ground resources Dispatch duties included answering calls from radio and telephone communications for response to medical emergencies, search and rescue operations, tramway maintenance issues and threats to public safety including unlawful actions Responded as an Emergency Medical Technician to medical events and trauma related injuries.
  • This required the rope and technical skills necessary for tramway evacuation, out of area rescue, avalanche control and rescue and night search and rescue EMT-Basic certification in both Colorado and the National Registry, and Certified Wilderness Responder qualification.
Recreation Technician, 05/2005 to 11/2005
Grand Junction, CO
Additionally, 05/2003 to 11/2003
05/2004 to 11/2004
  • Performed daily patrol and maintenance of developed and primitive recreational sites throughout the MCNCA using an inform and educate approach to promote "Leave No Trace" and "Tread Lightly!" principles.
  • Created and implemented fire prevention programs throughout the NCA while educating the recreating public to fire hazards, proper usage and clean-up Participated in the initial response to both wildland fires as well as medical emergencies coordinating with Federal and County emergency entities.
  • Used quad maps, GPS and GIS systems as well as ArcMap to create maps and analyze the collected data to make recommendations to recreation planners and managers Supervised a five-member trail and maintenance crew Received a plaque of recognition from John Silence, Special Agent in Charge of the Colorado-Eastern States Law Enforcement Program.
Education
Colorado State University - Centennial, CO
ADMINISTRATION: 05/2013
ORGANIZATIONAL LEADERSHIP PUBLIC -
BIOLOGY: Colorado State University -
Mesa State College - Grand Junction, CO
Some College Coursework Completed Credits Earned: 98 Semester hours Biology Chief Undergraduate Subjects Semester Credit Hours Natural Sciences 23 Earth Sciences 8 Social Sciences 3 Total Institution Credits Earned 98
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Summary
 Honorably discharged United States Army Veteran able to maintain composure in various situations. Highly motivated, effective communicator and problem solver who works well with groups from diverse backgrounds.

Skills
  • Microsoft Office proficiency
  • Exceptional leadership and team building qualities
  • Strong multi-tasking abilities
  • Keen attention to detail
  • Strong communication skills
  • Quick learner   
  • Results-oriented
  • Client-focused
  • Personal and professional integrity
  • Sound decision making
  • Proven patience and self-discipline
Experience
Massachusetts Department of Corrections November 2014 to December 2016 Corrections Officer
MA
  • Maintained detailed records and logs of man hours, materials and equipment used.
  • Ensured proper confidentiality in all correctional facilities-related communications.
  • Tracked and compiled statistics for the use of the Massachusetts Department of Corrections.
  • Informed inmates and visitors of rules, safety and security procedures and responsibilities.
  • Implemented defensive tactics and physical restraints to maintain the safety and security of personnel.
  • Inspect facilities to ensure that they meet security and safety standards.
  • Monitored inmate behavior to prevent crime, escape attempts and other dangerous activities.
  • Signed in all visitors and completed appropriate visitation log forms.
  • Attended regular training and maintained appropriate certifications.
Massachusetts National Guard May 2000 to May 2017 Sergeant (multiple management roles)
Administrative Assistant​ (Department of Logistics) April 2014-Sept 2014
  • Received and screened a high volume of internal and external communications.
  • Organized files, developed spreadsheets, faxed reports and scanned documents. 
  • Enforced established payroll-related policies, procedures and regulations with adherence to company and governmental policies. 
  • Worked quickly and efficiently, with minimal oversight, to accomplish assigned duties.
  • Managed daily office operations and maintenance of equipment. 
Medical Management    May 2010-May 2011
  • Personal supervision of medical team in the proper execution of medical treatment and medical records documentation
  • Established and maintained on the job training, and professional development programs. 
  • Prepared technical, personnel, and administrative reports.
  • Developed Standard Operating Procedures for medical,security, and personnel documenting.
  • Evaluated, supervised and made recommendations on Medical service operations.

Logistical Management Budget Analyst       Jan 2008- April 2010

  • Managed over 200 supply accounts estimated 3.5 Million Dollars.
  • Routinely analyzed, planned, and executed all aspects of logistical operations.
  • Personally conducted or supervised others in the procurement and accounting of subsistence and facility maintenance items.
  • Personally managed and scheduled all contracts. 

Rear Detachment Manager   May 2005-Oct 2007

  • Significant family readiness responsibilities and provides Family Readiness Group leaders with a point of entry into official Army financial, legal, and other personnel services.
  • Responsible for coordinating resources that are needed to take care of Army spouses and family members.
  • Assist with any pay issues or other concerns during a deployment.
  • Supervised and lead 45 rear detachment personnel both in garrison and also field operations.
  • Provided onsite training to maximized operational effectiveness. 
  • Planned, launched and directed safety, security, and fire prevention procedures at the facility.
  • Assigned personnel to duty positions and briefed them on individual responsibilities on a daily basis.
  • Prepared correspondence, accounting and financial documents for analysis.
  • Identified inefficiencies and made process improvements.
First Years Academy August 2011 to November 2013 Assistant Human Resource Manager
  • Management of all employee schedules, payroll, production and day to day operations.
  • Personally managed all training required for employees annually within state guidelines and regulations.
  • Briefed Director weekly on operations, payroll, facility maintenance, productivity, and supply inventories.
May 2010 to May 2011 Medical Management Specialist
January 2008 to April 2010 Logistical Management Specialist Budget Analyst
  • Joint force Headquarters Massachusetts Army National Guard Supply Management (DOL) Managed over 200 supply accounts estimated 3.5 Million Dollars Routinely analyzed, planned, and executed all aspects of logistical operations for the preparation of State Missions.
  • Personally conducted or supervised others in the procurement and accounting of subsistence and facility maintenance items.
  • Personally manage and scheduled all contracts facilitated.
Internal Security Associates September 2007 to January 2009
  • Conducted Uniformed and Business security details location Mass Bay Community College, Framingham, and Wellesley; and throughout Massachusetts.
  • Provided Physical security reviews, audits, and crime-risk analysis design of access control, intrusion, and CCTV systems.
  • Provided school safety/security analysis and policy development; Executive protection in concert with the US State Department, US Secret Service and foreign consuls.
  • Asset protection; Customized internal security policies and procedures; Development of comprehensive internal control systems; Explosive and weapon detection systems and screening services.
Massachusetts National Guard May 2005 to October 2007 Rear Detachment Manager
  • Supervised and lead 30-45 rear detachment personnel both in garrison and also field operations.
  • Planned, launched and directed safety, security, and fire prevention procedures at the facility.
  • Established, administered, and maintained apprenticeship training, on the job training, and professional development programs.
  • Prepared technical, Medical, personnel, and administrative reports concerning operations for leadership.
  • Assigned personnel to duty positions and briefed them on individual responsibilities on a daily basis.
  • Developed organizational Standard Operating Procedures that are still in place today on safety, energy, security, and fire prevention programs.
  • Evaluated, supervised and made recommendations on Medical service operations; performed COTR duties and ensured contractor compliance in Medical service operations and also with the Federal Acquisitions Regulation.
  • Managed all School Programs ATRRS Use of payroll system (AFCOS).
Massachusetts National Guard
  • Personal supervision of medical team in the proper execution of medical treatment and medical records documentation for daily sick call and emergency procedures.
  • Established, administered, and maintained apprenticeship training, on the job training, and professional development programs.
  • Prepared technical, personnel, and administrative reports concerning Medical service operations for senior leadership.
  • Developed organizational Standard Operating Procedures that are still in place today on Medical documentation, personnel information, security, and HIPPA programs.
  • Evaluated, supervised and made recommendations on Medical service operations; performed COTR duties and ensured contractor compliance in Medical service operations and also with the Federal Acquisitions Regulation.
Education and Training
United States Army Basic and Advanced Individual training, Primary Leadership and Development Course, Retention/Readiness NCO Course, Combat Brigade Trauma Training
Middlesex Community College Associates of Liberal Arts Bedford, MA
Skills
Acquisitions, facility maintenance, filing, Logistics, policy development, procurement, Trauma