FINANCE & ACCOUNTING PROFILE

Three Million-Dollar Budgets / Account Reconciliation / Compliance Managemen

t
Dedicated professional with a commitment to improving cash flow and profitabilit
y by drawing on solid training and experience. Unique and respected career that
demonstrates knowledge of financial operations, investment management and data a
nalysis. Proven success interacting with all stakeholders to compile information
, recommend options and make decisions that influence growth, accountability and
compliance. Proficient in Microsoft Office, Elite Accounting, Citrix Ultipro Pa
yroll and Cognos Reporting . Core competencies include:
* Financial Accounting & Controls
* Budgeting & Forecasting
* Internal & External Audits
* Investment Management
* Process & System Improvements
* Data Analysis & Reporting
* Interpersonal Communication
* Legal & Regulatory Compliance

EDUCATIONAL BACKGROUND
Master of Business Administration (MBA), 2000
MARYMOUNT UNIVERSITY, Arlington, VA
Bachelor of Arts (BA), Arts Management, 1997
RANDOLPH-MACON COLLEGE, Ashland, VA
PROFESSIONAL EXPERIENCE
Washington, DC 4/2001 to Present
Retirement Plan Coordinator
Manage and administer four accounts with total value of approximately $2M. Prepa
re and review budgets. Build and sustain relationships with 800+ clients/employe
es at all operational levels, and serve as liaison for information and insights
related to contribution and benefit plans. Compile and analyze data for audits a
nd government filings. Post contributions to the general ledger (GL). Generate d
ata for weekly, biweekly, quarterly and annual reports.
Selected accomplishments:
* Directed the transition of retirement plans from lifestyle investments to targ
eted date investments funds, resulting in simplification of investment options f
or easier participant understanding.
* Streamlined financial management by implementing a new recordkeeping system.
* Cultivated trusting relationships with clients/employees and established open
lines of communication with investment consultants, ERISA counsel, support staff
and the plan's actuary.
* Maintained accountability for the accuracy and integrity of financial data and
reports.
* Play integral role in annual financial reviews, tax management and external au
dits.
DDL OMNI ENGINEERING, McLean, VA 8/1997 to 4/2001
Contract Administrator (2001)
Partnered with the Director of Contracts and colleagues in the contracts departm
ent in setting up, reviewing and managing contracts for defense contractor. Veri
fied financial and other information.
Selected accomplishment:
* Assisted with the consolidation of contracts administration after the defense
contractor purchased two smaller organizations.
Human Resources Assistant (1997 to 2001)
Supported key financial operations including administering compensation and bene
fits. Performed a wide range of HR-related activities such as hiring and trainin
g staff, updating job descriptions and managing employee records. Implemented st
affing programs by placing advertisements and coordinating key aspects of the in
terview and selection process. Maintained databases. Reviewed data to ensure com
pliance with company policies and governmental regulations.
Selected accomplishments:
* Increased performance and morale through hands-on training, employee relations
and event planning.
* Successfully enhanced internal communication by assisting in the preparation a
nd publication of the company's quarterly newsletter.