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Work Background
Kearney & CompanySenior Consultant
Nov. 2024Arlington, Virginia, United StatesOffice of the Under Secretary of Defense (Comptroller), Contingencies and International Programs (CIP)
Take2 Consulting, LLCADVANA Product Lead | FM Operations and Analytics
May. 2024 - Nov. 2024Arlington, Virginia, United StatesFinancial Management Operations and Analytics - Enterprise Financial Transformation
• Lead Agile project management processes, including daily SCRUM meetings and Increment and Sprint planning, using Jira and Confluence to drive efficient collaboration and deliverables.
• Partner with 5 Department of Defense offices to establish business rules and streamline processes, spearheading the development of automated Qlik applications with integrated audit controls and workflows, improving the management of over $100 billion in DoD budget and reducing manual effort by hundreds of hours monthly.
• Direct a team of 5 professionals, including Business Intelligence Developers, a Data Engineer, and Functional SMEs, in advancing development and creating Senior Leadership Analytics to support Congressional Supplemental requests and meet DoD Inspector General compliance.
• Oversee stakeholder engagement, product backlog, and documentation while preparing high-level briefings for DoD Financial Management Leadership, contributing to an increase in revenue through expanded personnel support contracts.
Castro & CompanyAdvisory and Accounting Consultant
Dec. 2023 - May. 2024Alexandria, Virginia, United States• Provided comprehensive accounting support for a Federal agency, focusing on reconciliation, financial reporting, and ensuring compliance with USSGL and OMB Circular A-136 for accurate federal financial disclosures.
• Developed consolidated financial statements, performed analytical reviews, and managed month-end and quarterly reporting processes to meet strict deadlines within a dynamic, cross-functional team environment.
• Delivered detailed financial presentations and maintained regular interactions with senior management, federal finance teams, and auditors, ensuring transparent and effective communication.
BelcanSenior Financial Analyst, Cost Planning & DCAA Compliance Administrator
Apr. 2022 - Sep. 2023Sterling, Virginia, United StatesFP&A Assistant Director role
• Oversaw budgeting, forecasting, and financial close reporting, and steered department management activities
• Developed comprehensive expense analyses and financial models, collaborating with business leaders to identify department needs
• Directed the preparation of government submissions (ICE, PBRs) and the Home Office CAS Disclosure Statement
• Coordinated and supported internal and external audits (DCMA/DCAA, ISO, Internal Audit), implementing audit processes for government compliance
• Assisted in shaping and implementing business policies and procedures that foster a strong compliance culture
• Accomplishments: • Created, developed, and implemented a full Power BI reporting tool that enhanced data integrity, financial reporting and analytics, and financial oversight, driving more informed decision-making across the organization.
EYAssistant Director - Financial Controller
Nov. 2019 - Apr. 2022Washington DCAssistant Director in the Planning, Budgeting and Financial Analysis (PBFA) group, managing the US EY Learning and Development (L&D) financials
• Directed, planned and coordinated all accounting and finance operations to include providing organizational structure to achieve goals
• Managed offshore L&D accounting operations in relation to US operations
• Managed and issue timely, consolidated financial reporting with variance commentary for budget and prior periods to actuals
• Managed the production of annual budgets and forecasts
• Directed production and design of L&D Power BI dashboards saving labor hours per month for onshore and offshore employees
EYSupervising Financial Management Associate
Dec. 2016 - Nov. 2019New YorkSAP Mercury Business Advisor aligned to Advisory, Financial Services Organizations (FSO) reporting to Director of Finance and the regional connector team to include Portfolio Financial Advisor and Practice Director of Finance
• Conducted proactive outreaches delegated to Advisory MBA’s to engagement teams that have been identified as needing intervention through financial metrics exception reporting
• Assessed and prepared financial analysis leveraging financial systems and finance leaders identifying opportunities and root causes
• Managed a $240 Million book of business in Advisory, FSO and Tax
• Served as financial consultant to 16 Partners and Executives providing knowledge in regards to engagement pricing, budgeting/budget tracking guidance, and P&L impact analysis
• Conducted account level analysis pertaining to revenue, margin, cash flow, and engagement economics
• Executed process improvement on the reconciliation and payment application process on the AIG account utilizing FieldGlass; responsible for creating new/additional finance related processes to adhere to system requirement, as well as teamed with our GDS resources to streamline that process
• Facilitated training for client serving teams on Mercury and effective financial management practices
• Advised and coached Mercury Business Advisor Senior Associates to help develop their skills through job shadowing, advising, training
Marsh & McLennan CompaniesAccountant and Senior Financial Analyst - Controllership
Jan. 2015 - Dec. 2016Hoboken, NJ• Financial Analyst responsible for full-cycle accounting and financial reporting, including account analysis, journal entries, expense variance analysis, and comprehensive income statement and balance sheet reporting for month, quarter, and year-end close.
• Led financial reporting for four Operating Companies with over $12 billion in revenue, performing GAAP-compliant analyses and preparing ad hoc reports.
• Developed data analysis reports for monthly and quarterly close processes, ensuring accuracy and identifying variances in financial statements for follow-up with relevant business functions.
• Conducted variance analysis, account reconciliations, and journal entries using Hyperion Financial Management (HFM), SmartView, and Excel to analyze financial data across multiple legal entities, lines of business, and geographies.
Air National GuardSenior Accountant, Accounting Liaison Officer, Resource Manager
Aug. 2005 - Aug. 2017Westhampton Beach, NYAccounting Liaison Office - Senior Accountant • Managed daily operations within the accounting and finance department • Performed financial analysis, reconciliation, accounting, auditing, and budget administration
• Oversaw and provided fiscal law guidance to resource advisors at all unit levels
• Collaborated with budget department on budget administration, practices, regulations, policies, and procedures
• Assisted in administration of the budget in accordance with established mission requirements and goals
• Project Manager responsible for implementing the Defense Travel System from inception to completion
• Lead Defense Travel Administrator for the entire base
• Implemented several automated programs and systems that significantly reduced labor and minimized errors and discrepancies, including E-filing system for pay documents
• Performed additional duties as Building Manager and eRecords Custodian
Accomplishments
• Recognized Team Member of the #1 Financial Management office of 88 Air National Guard units in key performance metrics for 2010
• Key team member for “Superior Performance Team” achievement for 2010 Unit Compliance Inspection
• Top 5 from 2005 through 2010 of Financial Management units for performance and compliance metrics
United States Air ForceAccounting Technician, Armament Systems Specialist
Jun. 1989 - Aug. 1997Eglin Air Force Base, Florida• Key contributor to the #1 Financial Management office across 88 Air National Guard units, recognized for top performance metrics, achieving a “Superior Performance Team” award during the 2010 Unit Compliance Inspection, and consistently ranked in the top 5 for performance and compliance over 5 years.
• Managed daily accounting and finance operations, including financial analysis, reconciliation, auditing, and budget administration, while providing fiscal law guidance to Resource Advisors at all levels.
• Led the successful implementation of the Defense Travel System for the 106th Rescue Wing and developed several automated programs, such as an E-filing system for pay documents, significantly reducing labor and errors.
• Collaborated closely with the budget department to ensure adherence to regulations, policies, and procedures, and supported budget administration to meet mission requirements and organizational goals.
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