Experience

JTEC Consulting LLC

• United States
• Defense & Space
• 1 - 100 Employee

• Data Team Functional SME

  • Jan 2020 - Present

  •Assisted the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF/FM) analyzing current policies and procedures. •Assessed current state enterprise architecture to develop series of recommended improvements. •Developed to-be architecture aligned to strategic goals and delivered an executable plan to transition financial management systems towards the desired future state. •Rationalized over 37 financial systems into 12 future state systems over a 10-year… Show more •Assisted the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF/FM) analyzing current policies and procedures. •Assessed current state enterprise architecture to develop series of recommended improvements. •Developed to-be architecture aligned to strategic goals and delivered an executable plan to transition financial management systems towards the desired future state. •Rationalized over 37 financial systems into 12 future state systems over a 10-year period, resulting in the reduction of legacy solutions and annual savings of $45 million. •Developed performance measures aligned to strategic objectives to assess value of investments utilizing the Federal Enterprise Architecture Framework (FEAF) Performance Reference Model. • Led IT duplication discovery identifying overlapping business functionality by aligning investments to the FEAF Business Reference Model. • Approved, stored, and managed required artifacts in the Air Force Architecture Repository (AFAR). •Facilitated cloud readiness architecture assessments to evaluate the level of effort required to redesign and rebuild systems preparing for cloud migration. •Identified hidden costs by assessing the total cost of ownership for IT investments using Technology Business Management (TBM) framework •Team lead in supporting system attribute conversion to meet the Standard Financial Information Structure (SFIS) and Standard Lines of Accounting (SLOA) in accordance to Air For guidance. •Conduct the annual SFIS and SLOA review of 490 Business Mission Area (BMA) Air Force systems. •Assisted multiple systems in integrating SFIS and SLOA data elements into their Air Force systems. •Assisted systems in identifying data elements that needed to meet the required SFIS and SLOA DoD standards. •Develop SFIS and SLOA related training, ensuring attendees obtained a greater understanding of the process, etc. Show less •Assisted the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF/FM) analyzing current policies and procedures. •Assessed current state enterprise architecture to develop series of recommended improvements. •Developed to-be architecture aligned to strategic goals and delivered an executable plan to transition financial management systems towards the desired future state. •Rationalized over 37 financial systems into 12 future state systems over a 10-year… Show more •Assisted the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF/FM) analyzing current policies and procedures. •Assessed current state enterprise architecture to develop series of recommended improvements. •Developed to-be architecture aligned to strategic goals and delivered an executable plan to transition financial management systems towards the desired future state. •Rationalized over 37 financial systems into 12 future state systems over a 10-year period, resulting in the reduction of legacy solutions and annual savings of $45 million. •Developed performance measures aligned to strategic objectives to assess value of investments utilizing the Federal Enterprise Architecture Framework (FEAF) Performance Reference Model. • Led IT duplication discovery identifying overlapping business functionality by aligning investments to the FEAF Business Reference Model. • Approved, stored, and managed required artifacts in the Air Force Architecture Repository (AFAR). •Facilitated cloud readiness architecture assessments to evaluate the level of effort required to redesign and rebuild systems preparing for cloud migration. •Identified hidden costs by assessing the total cost of ownership for IT investments using Technology Business Management (TBM) framework •Team lead in supporting system attribute conversion to meet the Standard Financial Information Structure (SFIS) and Standard Lines of Accounting (SLOA) in accordance to Air For guidance. •Conduct the annual SFIS and SLOA review of 490 Business Mission Area (BMA) Air Force systems. •Assisted multiple systems in integrating SFIS and SLOA data elements into their Air Force systems. •Assisted systems in identifying data elements that needed to meet the required SFIS and SLOA DoD standards. •Develop SFIS and SLOA related training, ensuring attendees obtained a greater understanding of the process, etc. Show less



Frontier, Inc.

• United States
• Services for Renewable Energy
• 100 - 200 Employee

• Senior Financial Manager

  • Jul 2018 - Mar 2022

  •Assist the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF\FM) analyzing current policies and procedures. •Conduct risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls for FRAD workstream. •Interface with the Independent Public Accountant (IPA) and Major Commands (MAJCOMs) to facilitate a more efficient audit process. •Work with Defense Finance and Accounting Services… Show more •Assist the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF\FM) analyzing current policies and procedures. •Conduct risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls for FRAD workstream. •Interface with the Independent Public Accountant (IPA) and Major Commands (MAJCOMs) to facilitate a more efficient audit process. •Work with Defense Finance and Accounting Services (DFAS) to meet the IPAs Key Supporting Document (KSD) request during testing. •Assist with the identification, accessibility, & verification of source documents to support USAF transactions throughout the financial statement balances. •Complete a root cause analysis and preparation of compliance-related training sessions, audit readiness tools and Key Supporting Document (KSD) sample packages to support USAF creating more transparent, compliant and streamlined business processes. •Detect, prevent, and correct material misstatements of financial information. •Deliver audit KSDs through the Audit Response Tool (ART). •Performs quality control reviews of key business functions. Reports results to government lead on findings. •Provides assurance on the quality of the control environment to the FRAD assessable units by performing routine reviews, walk-throughs and procedures verification. •Identifies and evaluates inefficient and/or ineffective controls and control gaps. Makes recommendations to improves processes, and assists business units in implementation. •Consults with FRAD government lead on the assessable units internal controls design, effectiveness and compliance. Tests to confirm the adequacy of internal controls over new and existing business activities. •Performs specialized audits, compliance testing, and process mapping to ensure compliance with current policy and procedures. •Supports the accounting and finance functions, including reconciliations and month end reporting. Show less •Assist the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF\FM) analyzing current policies and procedures. •Conduct risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls for FRAD workstream. •Interface with the Independent Public Accountant (IPA) and Major Commands (MAJCOMs) to facilitate a more efficient audit process. •Work with Defense Finance and Accounting Services… Show more •Assist the Assistant Secretary of the Air Force for Financial Management and Comptroller (SAF\FM) analyzing current policies and procedures. •Conduct risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls for FRAD workstream. •Interface with the Independent Public Accountant (IPA) and Major Commands (MAJCOMs) to facilitate a more efficient audit process. •Work with Defense Finance and Accounting Services (DFAS) to meet the IPAs Key Supporting Document (KSD) request during testing. •Assist with the identification, accessibility, & verification of source documents to support USAF transactions throughout the financial statement balances. •Complete a root cause analysis and preparation of compliance-related training sessions, audit readiness tools and Key Supporting Document (KSD) sample packages to support USAF creating more transparent, compliant and streamlined business processes. •Detect, prevent, and correct material misstatements of financial information. •Deliver audit KSDs through the Audit Response Tool (ART). •Performs quality control reviews of key business functions. Reports results to government lead on findings. •Provides assurance on the quality of the control environment to the FRAD assessable units by performing routine reviews, walk-throughs and procedures verification. •Identifies and evaluates inefficient and/or ineffective controls and control gaps. Makes recommendations to improves processes, and assists business units in implementation. •Consults with FRAD government lead on the assessable units internal controls design, effectiveness and compliance. Tests to confirm the adequacy of internal controls over new and existing business activities. •Performs specialized audits, compliance testing, and process mapping to ensure compliance with current policy and procedures. •Supports the accounting and finance functions, including reconciliations and month end reporting. Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Financial Consultant

  • Jan 2017 - Jul 2018

  •Led a team of up to 4 auditors depending on the size and complexity of the engagement. •Supported the client's audit readiness goals, including internal controls and substantive testing and performing audit response procedures. •Gained a working knowledge of federal financial reporting, federal business processes, government property management, internal controls and OMB A-123, and financial management systems in support of our clients' efforts to produce auditable financial… Show more •Led a team of up to 4 auditors depending on the size and complexity of the engagement. •Supported the client's audit readiness goals, including internal controls and substantive testing and performing audit response procedures. •Gained a working knowledge of federal financial reporting, federal business processes, government property management, internal controls and OMB A-123, and financial management systems in support of our clients' efforts to produce auditable financial statements. •Conducted testing on management's behalf for Sarbanes-Oxley requirements. •Documented and validated the operating effectiveness of clients' internal control system. •Created work papers to be delivered to activities for testing. •Compiled no-financial and financial statements for clients to ensure entities were in compliance with General Accepted Accounting Principles and Governmental Accounting Standards. •Conducted risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls. •Responsible for all phases of the audits, including planning, performing and reporting on the results. •Made management recommendations for improvement of deficiencies in internal controls. •Delivered audit report and supporting documentation. •Designed and performed substantive tests to determine the reasonableness of non-financial and financial statements. •Completed and implemented Working Papers in accordance with the Department of Navy Audit Methodology. •Participated in and serve as a liaison during audits facility conducted by regulatory authorities, customers and other organizations. •Disseminated findings to responsible department, and coordinates audit corrective action responses. •Performed verification inspection to insure audit finding corrective actions were implemented and would eliminate repeat findings. Show less •Led a team of up to 4 auditors depending on the size and complexity of the engagement. •Supported the client's audit readiness goals, including internal controls and substantive testing and performing audit response procedures. •Gained a working knowledge of federal financial reporting, federal business processes, government property management, internal controls and OMB A-123, and financial management systems in support of our clients' efforts to produce auditable financial… Show more •Led a team of up to 4 auditors depending on the size and complexity of the engagement. •Supported the client's audit readiness goals, including internal controls and substantive testing and performing audit response procedures. •Gained a working knowledge of federal financial reporting, federal business processes, government property management, internal controls and OMB A-123, and financial management systems in support of our clients' efforts to produce auditable financial statements. •Conducted testing on management's behalf for Sarbanes-Oxley requirements. •Documented and validated the operating effectiveness of clients' internal control system. •Created work papers to be delivered to activities for testing. •Compiled no-financial and financial statements for clients to ensure entities were in compliance with General Accepted Accounting Principles and Governmental Accounting Standards. •Conducted risk assessments to develop test of internal control process and procedures to evaluate the effectiveness of the identified controls. •Responsible for all phases of the audits, including planning, performing and reporting on the results. •Made management recommendations for improvement of deficiencies in internal controls. •Delivered audit report and supporting documentation. •Designed and performed substantive tests to determine the reasonableness of non-financial and financial statements. •Completed and implemented Working Papers in accordance with the Department of Navy Audit Methodology. •Participated in and serve as a liaison during audits facility conducted by regulatory authorities, customers and other organizations. •Disseminated findings to responsible department, and coordinates audit corrective action responses. •Performed verification inspection to insure audit finding corrective actions were implemented and would eliminate repeat findings. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Mar 2015 - Dec 2016

  •Assist with the daily operations and management of a $900M+ portfolio of reimbursable agreements within the Chief Financial Officer’s organization. •Process and analyze the monthly burn rate to determine if agreements are performing over or under budget and provide recommendations for effective cost allocations. Recently identified over 25% of unused funds to reallocate for mission critical efforts. •Analyze the audit readiness report and escalate any potential risks or concerns to the… Show more •Assist with the daily operations and management of a $900M+ portfolio of reimbursable agreements within the Chief Financial Officer’s organization. •Process and analyze the monthly burn rate to determine if agreements are performing over or under budget and provide recommendations for effective cost allocations. Recently identified over 25% of unused funds to reallocate for mission critical efforts. •Analyze the audit readiness report and escalate any potential risks or concerns to the client. •Collaborate and implement corrective action plans to ensure audit readiness and reduce client risk. •Prepare various process improvement initiatives to assist in creating efficiencies within the organization, specifically around accrual methodologies. •Provide direct day-to-day support to the Chief Financial Officer and Assistant Directors for Budget Execution Policy and Operations and Audit Staff. •Field and answer component questions regarding finance and budget related matters to ensure that correct steps are taken. •Assist/guide production/review of reports and other pertinent EOUSA program obligation/expense information. •Assist/support strategic planning efforts, including financial/operating plans. •Develop and present training materials to key stakeholders. •Document processes, procedures, policies, and user manuals to improve business processes. •Process, record, monitor, adjust and review all obligations. •Review payment transactions for obligations to ensure billings received and charges recorded in FMIS are accurate, complete, and documented. •Conduct data reconciliation to provide actionable recommendations to client. •Perform quality control/assurance for client deliverable's. •Resolve revenue discrepancies with other agencies for the client. Show less •Assist with the daily operations and management of a $900M+ portfolio of reimbursable agreements within the Chief Financial Officer’s organization. •Process and analyze the monthly burn rate to determine if agreements are performing over or under budget and provide recommendations for effective cost allocations. Recently identified over 25% of unused funds to reallocate for mission critical efforts. •Analyze the audit readiness report and escalate any potential risks or concerns to the… Show more •Assist with the daily operations and management of a $900M+ portfolio of reimbursable agreements within the Chief Financial Officer’s organization. •Process and analyze the monthly burn rate to determine if agreements are performing over or under budget and provide recommendations for effective cost allocations. Recently identified over 25% of unused funds to reallocate for mission critical efforts. •Analyze the audit readiness report and escalate any potential risks or concerns to the client. •Collaborate and implement corrective action plans to ensure audit readiness and reduce client risk. •Prepare various process improvement initiatives to assist in creating efficiencies within the organization, specifically around accrual methodologies. •Provide direct day-to-day support to the Chief Financial Officer and Assistant Directors for Budget Execution Policy and Operations and Audit Staff. •Field and answer component questions regarding finance and budget related matters to ensure that correct steps are taken. •Assist/guide production/review of reports and other pertinent EOUSA program obligation/expense information. •Assist/support strategic planning efforts, including financial/operating plans. •Develop and present training materials to key stakeholders. •Document processes, procedures, policies, and user manuals to improve business processes. •Process, record, monitor, adjust and review all obligations. •Review payment transactions for obligations to ensure billings received and charges recorded in FMIS are accurate, complete, and documented. •Conduct data reconciliation to provide actionable recommendations to client. •Perform quality control/assurance for client deliverable's. •Resolve revenue discrepancies with other agencies for the client. Show less



Forfeiture Support Associates, LLC.

• United States
• 1 - 100 Employee

• Record Examiner Analyst

  • Sep 2014 - Feb 2015

  •Administer various service agreements of the intelligence contracts program with FBI intelligence partners and other stakeholders. •Manage Post-award procurement activities and provide support in the administration, oversight and problem resolution of the DI’s professional, administrative and linguist services contracts. •Perform a variety of program analysis functions and serve as a consultant to executives, managers, and operational personnel on diverse and complex issues relating to… Show more •Administer various service agreements of the intelligence contracts program with FBI intelligence partners and other stakeholders. •Manage Post-award procurement activities and provide support in the administration, oversight and problem resolution of the DI’s professional, administrative and linguist services contracts. •Perform a variety of program analysis functions and serve as a consultant to executives, managers, and operational personnel on diverse and complex issues relating to contracts administration. •Participate, in planning and policy formulation and in establishing and coordinating broad organizational objectives. •Identify inefficiencies; streamline processes; eliminate redundancies; evaluate performance measures; and ensure processes meet valid requirements. •Act as technical liaison between the contracting officer and contractors to provide technical clarification and guidance regarding requirements, specifications, terms and conditions. •Maintain an awareness of current applicable U.S. Government regulations, policies and guidelines; and interpret contract policies and procedures to ensure compliance of contracts administrative requirements. •Prepare financial and administrative reports, analyze and interpret financial data, participate in strategic planning efforts, develop program budgets, monitor expenditures, and recommend funding reallocations. •Analyze budget submissions for correct calculation of expenditure categories and ensure contracts budgets contain allowable, allocatable, reimbursable, and reasonable costs. •Provide analysis and reconciliation of financial transactions processed internally and externally versus DI Spend Plans, and obligation plans. •Collect, analyze, consolidate data and status reports to determine impact on resources, effectiveness and compliance with established goals and objectives. •Review data to develop projections, conclusions and probabilities; present findings to management team, and propose solutions.

• Data Analyst

  • Jun 2010 - Sep 2014

  •Perform statistical analysis and trends forecasting for criminal intelligence needs. Inspect copies of mirrored data from seized systems for incriminating information, analyzing evidence and preparing detailed data reports of findings. •Play a leading role in conducting data analysis. Discover patterns and trends of suspect. Clean-up data entered to present to Case Agent. •Create financial spreadsheets for importing into i2 Analyst Notebook that display financial information for each… Show more •Perform statistical analysis and trends forecasting for criminal intelligence needs. Inspect copies of mirrored data from seized systems for incriminating information, analyzing evidence and preparing detailed data reports of findings. •Play a leading role in conducting data analysis. Discover patterns and trends of suspect. Clean-up data entered to present to Case Agent. •Create financial spreadsheets for importing into i2 Analyst Notebook that display financial information for each entity and relationship. Support executives and managers in a consultative way throughout ongoing investigations. •Perform detailed literature review and write up for current projects. Communicate effectively with senior management regarding research strategy and methodology. •Conduct research on suspects & locate assets via Thompson Clear & Accurint. •Assist the team by providing unique insights on the data and evaluating trends and emerging themes in data. •Identify and track key subject’s financial gains and disbursements. Create various ad-hoc reports significant to the investigation. Utilize Microsoft Access daily to capture financial information. •Identify all possible sources of information (primarily financial data) and correlate collected information and data to substantiate or refute information presently on hand. Skilled in communicating orally to present findings to senior analysts, supervisors and higher-level managers. •Obtain additional information from other investigative agencies and databases when necessary. Conduct data review for completeness and proper execution. •Work under pressure independently or on a team on multi-related projects supporting all aspects of the Forfeiture Support Project/ Division of the Federal Bureau of Investigation. Recommend, develop, and implement a course of action for accounts. •Conduct research analysis in conjunction with financial fraud. Utilize analytical skills to connect relationships between targets.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Teller

  • Sep 2009 - May 2010

  •Cashed checks and pay out money after verifying correct signatures that is written and numerical amounts agree, and that accounts have sufficient funds. •Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips. •Entered customers' transactions into computers to record transactions and issued computer-generated receipts. •Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers… Show more •Cashed checks and pay out money after verifying correct signatures that is written and numerical amounts agree, and that accounts have sufficient funds. •Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips. •Entered customers' transactions into computers to record transactions and issued computer-generated receipts. •Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers, calculators, or adding machines. •Examined checks for endorsements and verified other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. •Counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare for deposit or shipment to branch banks or the Federal Reserve Bank. •Ordered a supply of cash to meet daily needs. •Received and counted daily inventories of cash, drafts, and travelers' checks. •Prepared and verified cashier's checks. •Sorted and filed deposit slips and checks. Show less •Cashed checks and pay out money after verifying correct signatures that is written and numerical amounts agree, and that accounts have sufficient funds. •Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips. •Entered customers' transactions into computers to record transactions and issued computer-generated receipts. •Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers… Show more •Cashed checks and pay out money after verifying correct signatures that is written and numerical amounts agree, and that accounts have sufficient funds. •Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips. •Entered customers' transactions into computers to record transactions and issued computer-generated receipts. •Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers, calculators, or adding machines. •Examined checks for endorsements and verified other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. •Counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare for deposit or shipment to branch banks or the Federal Reserve Bank. •Ordered a supply of cash to meet daily needs. •Received and counted daily inventories of cash, drafts, and travelers' checks. •Prepared and verified cashier's checks. •Sorted and filed deposit slips and checks. Show less



CVS Health

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Supervisor

  • Mar 2008 - May 2010

  •Act in the capacity of the store manager when he is unavailable. •Supervise the store’s team through assigning, directing and following up of all activities. •File paper work, budgeting payroll, ordering products and store supplies, and analyzing sales numbers. •Effectively communicate information both to and from store management and crews. •Handle all customer relations issues (accidents) in accordance with company policy and promote a positive shopping experience for all CVS… Show more •Act in the capacity of the store manager when he is unavailable. •Supervise the store’s team through assigning, directing and following up of all activities. •File paper work, budgeting payroll, ordering products and store supplies, and analyzing sales numbers. •Effectively communicate information both to and from store management and crews. •Handle all customer relations issues (accidents) in accordance with company policy and promote a positive shopping experience for all CVS customers. •Deliver deposits to and secure change from the bank and balance imprested fund. •Ensure compliance with all company policies and procedures (such as cash management) and federal and state. •Train, develop and evaluate hourly non-exempt employees. •Pay vendors following vendor pay out policy. •Complete random cash verifications, electronic journal tape checks. •Execute and document: cash/check pulls, deposits, returned check payments, check acceptance, refunds, voids, discounts, cashier verifications, rain checks, signing crew members on/off. •Execute the daily cash report (DCR). •Execute locking of safe and setting of alarms when closing the store. •Identify and react to shoplifters and apprehend to secure company assets. •Monitor and react to signs of internal theft. •Maintain customer/patient confidentiality. •Maintain a work place free from discrimination and harassment. •Order regular merchandise, maintaining accurate inventory levels (using order guides when appropriate) through the use of the Telxon machine. •Control use of register keys, securing door keys, and safe combinations. •Control use of employee discount card for register management functions. •Identify and react to in-store repairs. •Execute a walkthrough of the store and establish a priority list. Show less •Act in the capacity of the store manager when he is unavailable. •Supervise the store’s team through assigning, directing and following up of all activities. •File paper work, budgeting payroll, ordering products and store supplies, and analyzing sales numbers. •Effectively communicate information both to and from store management and crews. •Handle all customer relations issues (accidents) in accordance with company policy and promote a positive shopping experience for all CVS… Show more •Act in the capacity of the store manager when he is unavailable. •Supervise the store’s team through assigning, directing and following up of all activities. •File paper work, budgeting payroll, ordering products and store supplies, and analyzing sales numbers. •Effectively communicate information both to and from store management and crews. •Handle all customer relations issues (accidents) in accordance with company policy and promote a positive shopping experience for all CVS customers. •Deliver deposits to and secure change from the bank and balance imprested fund. •Ensure compliance with all company policies and procedures (such as cash management) and federal and state. •Train, develop and evaluate hourly non-exempt employees. •Pay vendors following vendor pay out policy. •Complete random cash verifications, electronic journal tape checks. •Execute and document: cash/check pulls, deposits, returned check payments, check acceptance, refunds, voids, discounts, cashier verifications, rain checks, signing crew members on/off. •Execute the daily cash report (DCR). •Execute locking of safe and setting of alarms when closing the store. •Identify and react to shoplifters and apprehend to secure company assets. •Monitor and react to signs of internal theft. •Maintain customer/patient confidentiality. •Maintain a work place free from discrimination and harassment. •Order regular merchandise, maintaining accurate inventory levels (using order guides when appropriate) through the use of the Telxon machine. •Control use of register keys, securing door keys, and safe combinations. •Control use of employee discount card for register management functions. •Identify and react to in-store repairs. •Execute a walkthrough of the store and establish a priority list. Show less