Experience

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  United States Air Force

  • Financial Specialist

    • Mar 2021 - Present

    GS-0501-12, Financial Specialist for the Air Force Nuclear Weapons Center, Sustainment and Acquisition Divisions. Oversaw acquisition funding for two efforts worth more than $200M. Managed the Ground Electrical IPT’s $46.7M portfolio covering two working groups with over 30 distinct Centralized Asset Management (CAM) and Non-CAM requirements for annual O&M, and multi-year procurement funds. Developed an Funding Execution Review (FER) data analytics sheet allowing for the rapid tracking of funds through the obligation process. Identified a $3.3M deficiency on the execution plan due to end-of-year funds management. Determined and implemented a course of action to meet the need of the program with no interruption in operations. Developed a weekly battle rhythm to evaluate the status of travel funds and open travel documents. Monitored the Sustainment Divisions travel status identifying and taking corrective actions when travel documents exceeded age limit threshold thereby maintaining strict control of a constricted travel budgets. Properly align funds between multiple travel budgets and lines of accounting ensuring that the most mission critical travel requirements were adequately and correctly funded and tracked through final payment. Facilitated three contract award and funding reviews per month for team leadership and two working groups to provide decision support analysis via an updated breakout of executed funding and obligations per program. This provided a closer review of funding authorizations, commitments, and obligations resulting in a more efficient flow of funding and fewer instances of funding allocation rework. Developed a funds determination process and tracker for the IPT. Completed 24 funds determinations using multiple DoD instructions, Air Force Manuals, and Air Force Instructions to determine the appropriate 'color of money' for non-routine MMIII program purchases preventing appropriation violations.

  • Group Program Analyst / Resource Advisor

    • Aug 2019 - Feb 2021

    GS-0343-12; Group Program Analyst/Resource Advisor for Group Staff and four squadrons in the 30th Operations Group (30 OG). Managed 30 OG's $15M budget, analyzed the financial data and tracked funding commitments, obligations and expenditures for the five units in support of stated command goals. Designed and implemented a 3-year execution plan for the four squadrons and the group. Facilitated the Wing and Group’s transition to from Automated Business Services System (ABSS) to Funds Request and Certification (FRC). Led the FY20 Unfunded Requirements (UFR) and Squadron Innovation Funds (SIF) processes for 2 ROPS and 30 SCS; defined and integrated a 56-item UFR list totaling $4.9M and compiled $90K in SIF requirements. Worked with Group and Squadron RAs on DEAMS integrations and operations, naming conventions, DD1269s, and spend plans for FY20. Worked diligently with DEAMs experts to facilitate a smooth integration of the new financial data system while simultaneously updating that system during a Continuing Resolution and DEAMS R-12 deployment. Led 30 OG monthly budget and contract feedback meetings in the absence of the Business Operations Director. Represented 30 OG and provided financial support at Wing-level End of FY, Financial Working Group, and Financial Management Board meetings. Monitored FY20 Initial Distributions ensuring that all funds loaded to the correct line of accounting and that PTEOs were properly built and aligned for funds distributions. Represented 30 OG at an American Society of Military Comptrollers (ASMC) professional development briefing presented by the Honorable John P. Roth, Acting Under Secretary of the Air Force. Acted as a member of the Vandenberg AFB Civilian Profession Development Team representing 30 OG at Civilian Professional Development Team meetings. Coordinated 30 OG's participation in the FY21 Data Call process for civilian functional training.

  • Wing Budget Analyst

    • Jan 2019 - Jul 2019

    GS-0560-11; Non-supervisory team leader in the 30th Comptroller Squadron. Led a team responsible for the oversight of the development, justification, and execution of a $52M annual operating budgets for six base squadrons. Advised the Budget Officer and activity managers on the full complement of budgetary operations necessary to support program requirements. Consolidated and reviewed the team's budget input for consistency and adherence to guidance prior to budget consolidation, recommending necessary changes. Communicated guidance from the MAJCOM to the team and facilitated the team in formulating and justifying the annual phased execution for the Air Force Installation & Mission Support Center (AFIMSC). Represented the 30th Space Wing at AFIMSC Installation Budget Officer Summit. Interacted with AFIMSC Enterprise Managers to de-conflict demanding enterprise-wide funding issues. Civilian professional development coordinator, responsible for assisting squadron civilians in meeting their developmental education and individual development plan goals.

  • Squadron Resource Advisor

    • Jan 2018 - Dec 2018

    GS-0560-09; (Medical management reassignment to lower level position) Resource Advisor for 30 SCS, the largest squadron in 30 OG, preparing, consolidating, and analyzing current and future requirements. Processed, reviewed, and analyzed status of funds reports to track issues regarding funding, project scope, and rate of expenditures based on historical spending; provided leadership with monthly updates as requested. Forecasted expenditures based on analysis of compiled information from project managers through cost estimates, work breakdown structures, historical data, launch schedules, and cost/benefit analyses. Created training on topics such as document requirements necessary for MIPR, MORD, and Form-9 submission; resulted in ~15% reduced processing time for funds requests. Primary POC for project managers to coordinate guidance, research requirements, documents, and taskers. Communicated budget constraints to program managers and developed solutions to ensure mission requirements were met. Prepared funding letters to communicate shortfalls/overages to project managers in preparation for submission of UFR requests and fiscal year closeout. Processed expenditures from functional area managers utilizing financial systems such as ABSS, and validated and balanced disbursement transactions daily to monitor compliance with budgetary limitations and organizational obligation goals. As GPC Approving Official, authorized purchases utilizing Express Contract Action Report System website when appropriate. Provided quality checks by matching purchases to invoices and reconciling accounts.

  • Quality Assurance Specialist

    • Jul 2006 - Dec 2017

    GS-1910-11; Served as technical advisor on the application of principles and techniques of acquisition quality assurance, maintained matrices and performed program analysis, reviews, and special studies to assess contractor performance. Operated as an autonomous Air Force focal point for quality assurance testing of chemicals, gases, aviator’s breathing oxygen, compressed breathing air, and rocket propellants for the region. As Unit Resource Advisor, developed reports in support of a detailed analysis of the organization’s budget. Processed pre-award sole source documents and statements of work for complex analytical instruments. Evaluated contractor performance for compliance and conformance with terms and conditions of contracts, in addition to applicable regulatory guidance and specifications. Compiled statistical data, isolated trends, and correlated data on product failures in accordance with military specifications in order to provide the customer with high-quality products. Advised Chain of Command on program progress, problems, and other factors in writing and via oral briefing. Applied analytical, evaluative methods and techniques to administration issues performed by engineers and other professionals in accordance with environmental techniques and procedures.

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  University of La Verne College of Business and ...

  • California, Central Coast

  • Adjunct Professor, Financial Management & Budgeting

    • May 2015 - Dec 2018
    • California, Central Coast

    Instructed over 30 individuals in a classroom setting on the integration of management practices with regard to budget administration, compliance, decision making and financial analysis.Course Objectives:Preparing and analyzing financial requirements to determine risks and opportunities through b...

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  Parity Financial Coaching

  • Lompoc, CA

  • Financial Advisor; President / Founder

    • Mar 2012 - Nov 2016
    • Lompoc, CA

    SERIES 65 Licensed investment advisor and financial planner. Prepared financial and business related analysis and research. Determined clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial p...

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  US Navy

  • Nuclear Operator and Maintenance Program Manager / Chief Petty Officer

    • Jun 1985 - Jun 2006

    SUPERVISED MORE THAN 50 MILITARY AND CIVILIAN PERSONNEL in the advanced detailed repair of highly complex nuclear mechanical systems. Assessed workloads and assigned jobs based on complexity and experience to maximize individual growth potential in conjunction with successful mission accomplishme...