Category: FINANCE

         BUDGET FINANCE SPECIALIST SENIOR           Summary      Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.       Highlights           Financial analysis   Complex problem solving  Financial reporting expert  Account reconciliation  Self-motivated professional  Revenue/Expenses management  UFARS        Superior time management  PeopleSoft expert  Bookkeeping  SAP/MS Office Suite (Excel)  Budgeting expert  Business process improvement  School Finances            Accomplishments       Promoted to senior role with added responsibility of managing 3-person team of Budget/Finance Specialists and 1 Senior Account Clerk  Successfully managed aging invoices by reducing the number of invoices from 900 invoices to less than 200 in the work flow within 2 days  Improved cost efficiency of School Districts travel system   Awarded 5-Star Customer Service by recognizing outstanding customer service that “goes above and beyond normal duties”, acknowledging consistent dedication in support of clients and colleagues  Successfully trained account clerks and secretaries in using SAP        Experience      Company Name     October 2007   to   Current     Budget Finance Specialist Senior   City  ,   State      Co-supervise and co-lead activities for a team of 3 Budget Finance Specialists and 1 Account Clerk Cadre.  Responsible for training any new team members, giving work direction to all team members, lead the team during fiscal budgeting process, ensure fiscal responsibility throughout key areas of organization by reviewing and strengthening efficiencies in financial controls, conducting budget analysis and strategic planning to aid in daily business decisions.  Train and advice school officials and administrators on use of public funds and donations to ensure compliance and transparency.  Create financial reports and documents to guide and complete the annual budgeting process for upcoming school year and support organizational objectives.  Manage 144 funded project accounts (Donations) which generate nearly $12.5 million in revenue annually.  Responsible in creating accounts, managing both revenue and expenses, carry over any unspent money from one year to the next, and communicating the appropriate use of funding to the recipients.  Manage financial record for 25 schools-provide financial analysis, financial planning and budget oversight to principals in order to effectively make daily operation and annual budgeting decisions.  Train clerks and principals on the appropriate usage of public funds, financial management system SAP, and UFARS coding  Oversee position control and resolve questions on budget and other financial and technical transactions   Work closely with Human Resources regarding positions, salary and confidential employee information   Work closely with Procurement on approving and or preparing requisitions to PO and Accounts Payable on resolving payment processing issues   Improved cost efficiency of School District's travel system by ensuring accuracy of budget coding, budget availability and authorization.          Company Name     July 2006   to   October 2007     Accounting Specialist III   City  ,   State      Responsible for daily accounting transactions in the Trust Fee Unit including processing payments sent by trust clients.  Diligently monitored accounts and worked closely with internal team members and external stakeholders to reduce account delinquency and by utilizing quick and decisive analytical thinking and extensive research.  Produced daily business transactions and monthly financial reports and analysis to upper management for audit and to aid in crucial daily banking operations.  Awarded 5-Star Customer Service Award in 2007-recognized outstanding customer service that "goes above and beyond normal duties", acknowledged consistent dedication in support of clients and colleagues.          Company Name     September 2005   to   July 2006     Loan Analyst/Customer Service Representative   City  ,   State      Reviewed and analyzed financial documents and loan applications for home loans.  Verified compliance with federal requirements and ensured conformity to Wells Fargo Funding and investor requirements.  Conducted extensive research to support loan decisions and resolved complex issues.  Developed "in house" expertise for above-average knowledge of tax penalties and other "fine print" liabilities that were crucial to proper loan administration.  Regarded as thorough and courteous professional by peers and clients, known for consistent delivery of high-level customer support particularly through challenging loan applications.          Education         2015         Supervisor Training    City  ,   State              University of Wisconsin     2005       Bachelor of Science  :   Business Administration-Finance    City  ,   State       Business Administration-Finance         Skills       Accounting: Financial Audit, General ledger, AP, Purchasing, Quickbook  Finance: Budgeting & forecasting, financial analysis & planning, revenue/expenses management, financial control, process improvement, technical presentations  People skills: Customer service oriented, result-oriented and goal driven, attention to detail, flexible, self-motivated, problem solver, team player, dependable, initiative, dedicated, honest, passionate, multi-task