• Received and interpreted complex budget data call for the Personnel Security Investigations (PSI) budget drills issued by SAF/AAX, HAF and AF Corporate Structure
• Provided background data/information to substantiate calculations of budget requirements, developed clear and concise budget estimates, evaluated and assessed trends to make comprehensive projections based on current and historical consumption
• Prepared annual performance measures for the PSI program's annual performance
• Reviewed Program Decision Memorandums (PDMs) and Program Budget Decisions (PBDs) published to determine impact to Air Force programs, assess fluctuations and took immediate action to adjust previously reported data, determined the accuracy of projected vs. actual requirements by investigation type
• Utilized internally developed excel trackers coupled with external reports received and Office of Personnel Management to successfully gauge and maintain the strength in projections vs. actual investigation requirements to produce the POM and Unfunded Requirements (UFRs)
• Continuously reviewed and analyzed projected requirements to identify potential funding shortfalls or overage
• Made necessary verbal or written recommendations to Defense Headquarters at earliest Budget Execution:
• Special interest program to Congress, I monitored the execution of the PSI program, valued at $137M in 2012, validating the contents of the bill, certify and return for payment to Office of Personnel Management
• Ensured transactions were posted to proper stages of accounting were done correct and timely
• Researched incorrect postings and determine corrective action
• Ensured execution was in compliance with Office of Secretary of Defense regulation 80/20 rule with no evidence of Anti Deficiency Violation Act and made recommendation for budgetary adjustments to support unanticipated changes to enhance efficiencies during execution
- Budget Officer at US Air Foce
- Lead Budget Analyst & Integrator at US Air Foce
- Budget Analyst at SAF/FMBOI - Defense HQ - Pentagon
- Budget Analyst at 89th Civil Engineering Squadron - Bolling AFB
4 years, 6 months at this Job
- Certificate - Accounting, Finance & Budget
Manage budget functions for the Integrated Eligibility System designed to determine the eligibility for Medicaid, TANF, SNAP, and Childcare as a result of the Patient Protection Affordable Care Act ❖ Manage budget functions for the Statewide Automated Child Welfare Information System ❖ Prepare Personnel Services Projections ❖ Verify and approve budget for requisitions ❖ Develop budgets and analysis to be included in Advance Planning Documents and Total Cost of Ownership projects ❖ Maintain detail expenditure data required by federal agencies ❖ Contribute to the development of a cost allocation methodology for federal reporting ❖ Compile and coordinate information for budget reporting on a quarterly basis. ❖ Monitor and make necessary adjustments / changes to the budget and expenses. ❖ Examine contract invoices and payments. ❖ Reconcile contract payments with the assigned deliverables. ❖ Construct projections to determine cost to be expensed through out the duration of the fiscal year and to determine funds to be amended into current budget. ❖ Perform / request journal entries to make adjustments to incorrect charges and expenditures. ❖ Prepare and enter all budget amendments for the office. ❖ Compose and distribute the Annual Operating Budget for the office ❖ Provide information to the Executive level staff at their request. ❖ Provide and compile coding for several technology related invoices. ❖ Meet with Executive level staff to discuss the current financial position and alert them of any items that may require special attention. ❖ Perform analysis of Annual Operating Budget verses actual expenditure and projections. ❖ Provide financial data for cost benefit analysis. ❖ Develop budget for the Next Fiscal Year budget development process ❖ Build models in DocuAnalyzer to transfer data into Excel. ❖ Clear any and all budget related errors ❖ Supervise subordinate staff ❖ Maintain performance evaluation information for subordinate staff ❖ Mentor and guide subordinate staff to increase their career development and support the mission and goals of the organization.
- Budget Officer at Department of Human Services, Office of Information Technology
- Budget Analyst II at Department of Human Resources, Office
- Budget Analyst I at Department of Human Resources, Office
- Financial Services Worker at Department of Human Resources, Office
12 years, 2 months at this Job
- Doctor of Philosophy - Public Policy and Administration
- Master of Public Administration / Public Management and Leadership - Public Administration / Public Management and Leadership
- Bachelor of Science - Business Administration
GS-0560-11) Performs a variety of budgetary functions to include Program Management, monitoring of obligations, and providing Status of Funds Reports from FMMI (Financial Management Modernization Initiative) to ensure staff and Program Managers do not exceed spending authority. Performs budget functions including budget formulation, budget presentation and budget execution. Serves as primary contact for Workplan financial planning program used for planning budget allocation and program targets/accomplishments. Duties typically were assisting in the preparation of budget estimates and justifications, providing information and advice to program managers; providing funding approvals before obligation of funds take place; conformance with procedures and local guidelines; monitoring budget. Displays intensive knowledge of skills in applying budgetary policies, and regulations of the budget formulation, and budget execution. Ability to identify and analyze trends in the receipt, obligation, or expenditure of funds, and/or mission workload to ensure that objectives of the annual financial plan are being met on a timely basis and that funds are available and being properly and effectively used to support program objectives. Additionally served as Human Resources contact for the Forest. Responsible for outreach and recruitment for temporary and permanent positions and serves as Hiring Manager for all new positions. Responsible for forming hiring panels, reviewing application packages, setting up and conducting interviews, and compiling package for approving official. Serves as Forest contact for all issues related to travel, Paycheck8 (time & attendance) and uniform coordination. Establish and maintain effective relationships with team members, supervisors, and managers on day-to-day as well as situations involving complex or controversial issues. Displayed exceptional skills in written and oral communication to prepare and make formal presentation of findings and recommendations to Senior Leadership. Serves as a member of the Forest Leadership Team. (Full-Time.) (Supervisor: Anthony V. Scardina, Forest Supervisor, 740-753-0880)
- BUDGET OFFICER at USDA Forest Service - Wayne National Forest
- BUDGET ANALYST at USDA Forest Service - Wayne National Forest
- RESOURCE SPECIALIST at USDA Forest Service - Wayne National Forest
- Support Services Specialist at USDA Forest Service - Wayne National Forest
8 years at this Job
- Associate's Degree in Business Management - Business Management
- - Army Basic Training
- Associate's Degree in Business Management - Business Management
I am the Budget Officer for the Port of San Francisco. I supply the execution of a $5.6M budget, provide budget analysis, support, and spending plan for six ports throughout Northern California. The budget spend plan includes but is not limited to supply procurement and contracts.
- Customs and Border Protection, Budget Officer at Department of Homeland Security
- Immigration Services, Lead Immigration Services Analyst at Department of Homeland Security
- Lead Management and Program Analyst at Defense Logistics Agency
8 months at this Job
- Health and Wellness degree - behavioral and physical
Responsibilities Coordinate and develop budgets for the organization. -Performed financial planning, budgeting and forecasting.. -Prepare statistical and budget reports for the management. -Data entry in the accounting software.. -Summarize budgets and submit recommendations for the approval or disapproval of funds requests. -Analyze the monthly reports from the accounting department to maintain expenditure control. -.Created and maintained spreadsheets used to assist in developing, monitoring, interpreting and presenting financial information
- Budget Officer at AMSI Inc.
- Warehouse Clerk at Carlitos Baby Food Center
8 years, 10 months at this Job
- BA - Accounting
Supervisor: Sharon LaBrecque, Deputy Forest Supervisor, (907)743-9516
• Lead all aspects of the Budget and Finance execution for the Forest. Duties include; planning, tracking, adjusting, purchasing, committing and obligating and the overall execution to plan, ensuring the Program of Work is accurate and successful. This includes researching, gathering and compiling data from multiple sources, reviewing & analyzing current and historical data, identifying & resolving a variety of complex issues, and forecasting to ensure positive program execution finales.
• Develop yearly methodologies based on forest priorities developed by the Forest Leadership Team (FLT). Using an integrated program of work strategy and funding fixed costs first, I develop annual budget plans within the FS planning database. This and several other databases are used nationally by budget staff, program managers, other finance areas and agency leadership to pre-plan and track each Forests Program.
• Create unique budget planning tools tailored to each program area. This helps ensure that the program is financially able to accomplish mission goals.
• Monitor financial and budgetary status daily to ensure that we are on-target. Identify and correct issues with overspending or under-planning. Monitoring purchasing, payroll, procurement, contracts, grants & agreements, and project funds.
• Finalize reports for management certification confirming achievement of annual performance targets.
• Serve as the budget expert, advising program managers and leaders on a variety of topics and complex issues related to budget topics.
• Partner with our Regional Office in Juneau and other Forests across the country in a variety of work agreements, along with keeping effective communications intact, providing transparency of our financial status, ensuring our work relationships continue on into the future.
• Work with National Payment Center to provide funding codes for transfer of station costs along with tracking expenditures so we can deobligate unused funds, and use them for other projects.
• Developed Planning Change Request form which created safety nets and helped to avoiding future accounting adjustments due to improper spending habits and poor execution, and provided an outlet of communication from program staff to the budget department in seeking updates or adjustments or changes.
• Resolve complex problems of forecasting, tracking and execution of current and out year budget.
• Analyze details of programmatic areas, evaluate trends and provide information on programs, performance and yearly accomplishment summaries. Provide budget reports, program support and analysis daily.
• Interpret, analyze and provide direction and assistance regarding program and budget guidance to our Leadership, Program Managers and other employees.
• Gather, compile and present various data points in a detailed and understandable format, from multiple sources. Prepare and present budget briefings and updates to the Forest Leadership Team and our Program Leads.
• Maintain frequent contact with members of the administrative and technical staffs, as well as leadership team. Organize and lead weekly/monthly budget team meetings.
• Certifying funds official for approvals of purchases, obligations, contracts and grants and agreements.
• Create and provide annual budget formulation documents and present in final form.
• Track and monitor expenditures and take action to ensure adequate funds for program coverage.
• Conduct annual year-end closing activities and reconcile with accounting records.
- Budget Officer at USDA Forest Service Chugach National Forest
- Budget Officer on detail assignment as GS-11/1 at US Forest Service
- Budget Analyst at US Forest Service Chugach National Forest
- Financial Analyst/ASC TOS Counselor at US Forest Service
6 years, 8 months at this Job
- High school
Responsible for all accounts payable using Workday and QuickBooks software. Coordinate payroll and benefits between IRIS faculty/staff and CGU. Collaborate with Project Directors to oversee budget details, forecasting and analyzing. Set up independent contractors with contracts and invoicing. Process travel requests and expense reports for faculty and staff. Wells Fargo credit p-card reconciliation. Help facilitate faculty seminars and meeting located across the United States.
- Budget Officer at Claremont Graduate University / IRIS Center
- Part-time Accountant at Billings Properties
- Part-time Accountant at Dick Taylor Productions
- Finance Director / Human Resources Manager at Showcase International
8 years at this Job
- B.S. - accounting
16 Schilling Circle, Hanscom Air Force Base, MA 01731
Supervisor: Mr. Thomas Schluckebier (781) 225-2999
Supervisory Financial Management/Budget Officer/Analyst (Retired): July 2002 - November 2018
• Supervised 10 budget analysts (military and civilian) responsible for over $120 million
• Responsible for Budget, Accounting, Cost and Financial Management for the 66th Air Base Wing
• Extensive knowledge of numerous Air Force Financial Systems as well as Microsoft Office Programs to include Excel, Word, Power Point, Access, and Outlook
• Conducted meetings, briefings, and training sessions with leadership and financial management personnel
• Conducted fast-paced year-end closeout for the base; the "go-to" person for all actions
• Experienced in understanding and interpreting complex contracts for accuracy
- Supervisory Financial Management/Budget Officer/Analyst (Retired) at 66th Air Base Wing Financial Management
- Supervisory Resource Flight Chief at 52nd Civil Engineer Squadron Resource Flight
- Budget/Financial Analyst at Logistics and Operations Group Commanders
- Comptroller/Deputy Budget Officer Budget Analyst at Air Force
16 years, 4 months at this Job
- High school
Date employed 7/2015- 8/2018
Hours 40+ hours per week
Supervisory Budget Officer
Served as first line Supervisor for four budget analysts within the office of Grain Inspection, Packer and Stockyard Administration. Direct the work of budget staff, including planning, coordinating, integrating and managing administrative and resource-related actions.
• Advise the GIPSA Administrator and Agency officials in planning, directing and coordinating budget activities and in formulating recommendations on all budgeting aspects of the Agency's funding and program structure and oversees the total budget operation for programs and activities to ensure proper use of resources and operations within the Agency's financial limitations.
• Oversee the development of the annual Service Wide Comprehensive Call for unfunded requirements (UFR) needs for the Department's comprehensive review, analysis, and evaluation of the requests to determine their effectiveness and relative organizational priority. Oversee and direct all aspects of the budget formulation, execution and analysis functions and the most difficult fund control activities, including adapting budgetary policies, analytical methods, and regulatory procedures. Actively assists in planning and assigning work to employees, providing expert guidance and technical assistance as needed. Recommends temporary and permanent changes in work assignments to meet changing priorities and client needs. Provide oversight and direction over existing financial systems and those that transition to replacement systems. Provides expert technical advice and guidance to analysts on a variety of complex problems encountered in their work assignments.
• Develops guidelines and procedures for identifying developmental and training needs of employees and provide on-the-job developmental training for assignments as needed.
• Works with Program/project leaders to advise them on agency strategic goals and objectives, analytical methods of approach, and recommends work schedules and timetables. Monitors projects of senior specialists to ensure satisfactory progress and to offer financial and technical advice as appropriate.
• Responsible for the planning presentation, and execution of the agency budget and oversight of the all financial management activity that comply with Office of Management and Budget (OMB) Circular A-123, A-11 requirements
• Analyzes data to ensure timeliness, usefulness, and rationality, and prepares narratives and justifications for budgets formulation phase.
• Responsible for the analysis of plans develops recommendations and prepares summary materials to facilitate decision-making by higher level Agency management. Prepares apportionment, and reapportionment schedules, including deferrals and rescissions, with all necessary justifications, description, and allocation and control of budgetary allowances.
- Supervisory Budget Officer at United States Department of Agriculture
- Supervisory Budget Analyst at Department of State
- Sr. Budget Officer at Department of Veterans Affairs
- Lead Sr. Budget Analyst at Department of Homeland Security
3 years, 1 month at this Job
Responsible for managing, directing and forecasting a budget of $14M to be executed over the course of FY18 and 19 for the Naval Academy’s Midshipmen Summer Training Program. Ensuring strict budgeting and financial record keeping procedures to ensure efficient coordination of various departmental, grant, and designated accounts, maintaining accurate information regarding the financial status of the cost center and advising senior executives regarding financial decisions in a no fail environment. Expertly planned and funded 20 inter-service training programs in coordination with the Navy, Army, and Marine Corps military services. Coordinated global ground and air transportation in support of training for over 6,600 midshipmen and 7,809 training events over six month periods. Routinely created and implemented contingency plans to support the ever-changing travel and training requirements of the U.S. Military (expenditures to date in excess of $3.2 million). Managed the interaction between the Training Department, contractors, and Commercial Travel Office for all individual travel/training requests and Commercial Air (COMAIR) group requests, including three departments with 37 military and civilian personnel at various locations. Defense Travel System Authorizing Official; lead for integration of fleet training scheduling, U.S. Naval Academy training assignments, and the defense travel system. Government Credit Card Holder ($1.1M Credit Line)
- Logistics Supervisor/Budget Officer at United States Navy
- Supply Corps Officer at USS Theodore Roosevelt (CVN-71)
- Assistant Supply Officer at USS Fitzgerald (DDG-62)
- Student at Navy Supply Corps School
1 year, 10 months at this Job
- Master's - Business Administration
- Certificate in Negotiation Mastery
- Certificate in Hospitality Management
- Bachelor's - International Studies