Finance professional with history of providing critical financial insights and supporting strategic initiatives. Known for strong focus on team collaboration and delivering reliable results in dynamic environments. Skilled in financial modeling and data analysis, with reputation for adaptability and reliability.
Overview
18
18
years of professional experience
Work History
Regional Senior Financial Analyst
Department of Housing and Urban Development
07.2024 - Current
Analyzed financial data to support budgetary decisions and resource allocation strategies for grantees across nine states.
Developed comprehensive financial models to forecast housing program expenditures and revenue streams.
Collaborated with cross-functional teams to streamline reporting processes and enhance efficiency.
Mentored junior analysts, providing training on financial analysis best practices and tools.
Presented financial insights to senior leadership, influencing strategic policy decisions within the department.
Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Increased financial accuracy by conducting in-depth analyses of financial data and trends.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Senior Financial Analyst
Dept. of Housing and Urban Development
08.2017 - 07.2024
Analyzed financial data to inform budgetary decisions and resource allocation strategies for grantees across the State of Tennessee.
Developed comprehensive financial reports to support departmental objectives and initiatives.
Led cross-functional teams in assessing funding opportunities for housing programs.
Collaborated with stakeholders to optimize resource distribution across various projects.
Evaluated program performance metrics, driving improvements in financial management practices.
Presented findings to senior leadership, influencing strategic policy development within the department.
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Financial Analyst
Dept. of Housing and Urban Development
08.2017 - 07.2021
Provided financial management oversight for the Community Planning and Development grant programs.
Reviewed one-year and five-year action plans, performance reports, grant agreements and amendments and closeouts ensuring financial accountability and compliance with Federal regulations and policies.
Ensure timely commitment and disbursement of CPD grant funds by generating monthly expenditure reports for CPD reps, reviewing quarterly Cash on Hand reports and develop intervention strategies for grantees that are at risk of missing the deadline.
Conducted financial monitoring on assigned programs and grantees that were identified as the greatest risk to the Department.
Reviewed undisbursed obligation reports and initiates grant closeout processes and procedures for the various CPD programs. Timely closeouts allow for funds to be reprogrammed by the program office which helps ensure funds are not wasted.
Identifies training opportunities to both Field Office staff and grantees that will continually improve the level of service and understanding of the HUD programs.
Assisted CPD management in resolving Office of Inspector General (OIG) audit management decisions.
Reviewed Single Audits and financial internal controls for proper segregation of duties and financial resources, account reconciliation and record keeping procedures.
Recommended management decisions such as additional grantee training, more robust monitoring practices and reimbursement of funds for findings in the audit review and monitoring review sessions.
Engaged with the grantees to identify high functioning programs and best practices.
Full-time (40hrs per week)
Business Financial Manager
Naval Information Warfare Center (NIWC) Atlantic
06.2012 - 08.2017
Developed comprehensive financial reports to assess project funding and resource allocation.
Analyzed budget variances to ensure compliance with organizational and federal regulations.
Collaborated with program managers to align financial strategies with organizational objectives.
Presented financial forecasts and analyses to senior leadership for strategic decision-making.
Developed long-term financial plans that aligned with company goals, enabling sustainable growth and profitability.
Collaborated closely with other departments to provide timely budgetary information, facilitating efficient decision-making processes across the organization.
Enhanced financial transparency by presenting clear and concise monthly reports to executive leadership teams.
Managed budget planning and forecasting, resulting in better resource allocation and reduced operational costs.
Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
Financial Analyst/Team Lead
QinetiQ NA
05.2007 - 06.2012
The lead Financial Analyst supporting the CAEI Corporate Production Integrated Product Team (IPT) at NIWC Atlantic.
Assisted in preparing revenue and expense projections for the A-11 budget for the up-coming fiscal year for the CAEI Service Center.
Prepared all fund transfers and accrual reports for the CAEI Service Center, ensuring that expenditures are within budgets and authorized amounts.
Created the service center status report and provide analysis on the planned revenue amounts versus the current received revenue amounts.
Assisted in creating spend plans, tracking obligation, and reviewing expenditure amounts to ensure that they are in-line with current regulations.
Interfaced with CAEI customers, both internal and external, providing analysis on task planning, execution, and costing.
Supervisory Management Analyst at US Department of Housing and Urban DevelopmentSupervisory Management Analyst at US Department of Housing and Urban Development