Jo White
Financial Analyst at PolyCon Solutions- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
PolyCon Solutions
-
United States
-
Strategic Management Services
-
1 - 100 Employee
-
Financial Analyst
-
Jul 2022 - Present
Utilize Federal Aviation Administration (FAA) financial systems, including DELPHI, PRISM and REGIS as contract support to process funding documents, validate planned and executed expenses related to the program. Provide weekly updates on expenditures, estimated costs, and validation of expenditures. Coordinate with Program Managers and senior level management regarding the status of funds to include research, planning, generating reports and process documentation, and providing advice. Produce Microsoft Excel graphics for financial reporting purposes. Perform budget analysis and present financial information as required for the overall performance and management for program operations. Assist with tracking and monitoring monthly financial data for FAA managers, to include planned expenses. Develop plan timelines, cost/resource estimates, tracking action items and their resolution, and updating project/program plans and documentation.
-
-
-
Edgesource Corporation
-
United States
-
Information Technology & Services
-
1 - 100 Employee
-
Journeyman Communications Specialist
-
Mar 2022 - Jul 2022
Serves as contract support to the Cybersecurity and Infrastructure Security Agency (CISA) with the Department of Homeland Security. Develops communications to document and promote implementation and adoption of the CISA SE Strategy, including articles, announcements, scoping statements, and progress review charts. Monitors communications and supports federal staff engagement with CISA leadership to continually track adjustments in CISA priorities that may impact strategy implementation. Maintains stakeholder distribution lists using Power Bi and Strategic Relationship Management (SRM) tool.
-
-
-
-
Financial Analyst II (Contract Support)
-
May 2021 - Feb 2022
Served as senior training coordinator to the Federal Aviation Administration (FAA) AFM-800 Financial Management Team. Assigned and tracked employee mandatory training in accordance with governing regulation. Formulated training arrangements to meet the business needs of requesting organizations. Managed AFM-800 Training support Outlook Mailbox and tracked training inquiries using JIRA.Developed training schedule based on forecasting and data analysis. Analyzed training data to include survey responses and user learning needs utilizing Excel Pivot Tables and V-Lookup. Monitored financial training funding and prepared contract related funding documents as needed. Reviewed vendor training invoices for acceptance and concurrence. Confirmed and/or cancelled scheduled classes with contracted training vendor. Recorded employee course completions in the electronic Learning Management System (eLMS) while serving as eLMS Administrator. Assisted in the development and execution of the AFM-800 Training Logistics Robotic Process Automation bot using Blue Prism Software. Generated data reports in eLMS and presented training updates to manager and team leads during bi-weekly training logistics meetings. Supported Financial Management Systems team in conducting UAT tests and providing feedback. Coordinated emergency preparedness FAVES webinar briefings for Office of Finance and Management (AFN) employees.
-
-
Financial Analyst I (Contract Support)
-
Mar 2020 - May 2021
Served as junior training coordinator to the Federal Aviation Administration (FAA) AFM-800 Financial Management team. Assigned and tracked mandatory training in accordance with governing regulation. Analyzed and tracked financial management training data to include surveys responses and user learning needs utilizing Microsoft Excel Pivot Tables and V-Lookup.Recorded employee course completions in the electronic Learning Management System (eLMS) while serving as eLMS Administrator. Formulated training arrangements to meet the business needs of the serviced organizations. Developed and submitted financial management marketing advertisements to agency newsletters for publication. Supported Financial Management Systems team in conducting UAT tests. Managed AFM-800 Training support Outlook Mailbox and tracked inquiries using JIRA.
-
-
-
GEICO
-
United States
-
Insurance
-
700 & Above Employee
-
Liability Claims Adjuster
-
Oct 2017 - Mar 2020
Investigated and analyzed insurance auto claims to determine liability and coverage. Utilized Atlas Production to manage auto and personal Injury protection (PIP) claims. Negotiated financial settlement of claims and issue payments. Conducted recorded interviews of policyholders, claimants, and witnesses to obtain pertinent information required to evaluate a claim. Utilized Arbitration Forums Inc. to accept or deny subrogation demands from adverse insurance agencies. Calculated and verified injured claimant's lost wages and loss of revenue. Informed attorneys, medical providers, and claimants of status of their claims. Partnered with Special Investigation Unit (SIU) while handling potential fraud claims to gather and request claim evidence. Handled high-volume of incoming calls in a call center environment. Transmitted correspondence, fax, and emails to interested parties as needed.
-
-
-
-
Assistant Director
-
Aug 2014 - Oct 2015
Assisted school director with daily school operations, to include managing staff and hiring. Handled school administrative functions to ensure smooth and efficient daily operations. Scheduled family tours and assisted with candidate interviews. Processed student enrollment and responded to parent inquiries. Maintained billing spreadsheets using Google Drive and deposited academy funds into appropriate banking accounts. Managed student and staff records and verified records were valid. Operated office equipment, such as fax machines, copiers, and multi-line phone systems. Ordered and maintained academy inventory.
-
-
Registrar
-
Sep 2013 - Oct 2014
Assisted school administrators and staff in conducting and advertising educational programs. Managed administrative functions to ensure smooth and efficient daily operations. Scheduled and conducted family tours, enrollment of students and responded to parent inquiries. Maintained billing spreadsheets using Google Drive and deposited academy funds into appropriate banking accounts. Managed student records and ensured files were in compliance with school requirements. Operated office equipment, such as fax machines, copiers, and multi-line phone systems.
-
-
Education
-
Southern New Hampshire University
Master of Arts - MA, English -
Ferrum College
Bachelor of Arts - BA, Criminal Justice (Criminology) with Minor in Spanish