Assist Project Managers and operation leads in all duties related to financial and performance; planning, tracking, and reporting. Initiate, monitor and maintain proper project setup in Deltek Costpoint via completion and submission of a project setup form with project number structure, funding setup, revenue and billing formula setup, project ceilings, labor categories, billing rates, rate sequence, project workforce, etc. Review and analyze contract, subcontracts, and agreements to ensure… Show more Assist Project Managers and operation leads in all duties related to financial and performance; planning, tracking, and reporting. Initiate, monitor and maintain proper project setup in Deltek Costpoint via completion and submission of a project setup form with project number structure, funding setup, revenue and billing formula setup, project ceilings, labor categories, billing rates, rate sequence, project workforce, etc. Review and analyze contract, subcontracts, and agreements to ensure project meets financial and reporting requirements and assist with pricing and historical data collection. Maintain project files such as contracts, subcontracts, proposals, budgets & plans, schedules, project review materials, reports, deliverables, invoices, leases and agreements. Analyze and validate project costs and project performance status. Perform complex accounting and analytical tasks. Develop corporate monthly, annual, and 5-year revenue and operating income forecasts using historical and trend analysis. Coordinate program level PM Reviews. Prepare and publish program metrics and reports. Reconcile monthly and cumulative cost and performance data. Develop presentations and metrics for internal and external customers, and maintain a high level of customer focus. Possess general knowledge of contract management procedures and contract processes and support process improvement initiatives. Possess in-depth knowledge of budgeting, forecasting, analysis and reporting cycle, to include experience in EAC, variance and trend analysis. Identify, diagnose, and resolve complex problems independently within a fixed period. Generate invoices, reconcile billings to project status reports, calculation of rate variance billings, creation of contract closeout support, submitting invoices electronically for payment, and working with various levels of staff to communicate issues and coordinate the timely submission of invoices for payment. Show less

Controls budget to ensure financial needs and strategic goals are met. Research financial performance reports on a weekly and monthly basis. Dependent on financial reports, advises where to invest and how money and contributions should be distributed. Processes payroll weekly and documents invoices and deposits in the Nazarene Treasury System. Organizes annual tax documents, forms, and regulations. Participates in cost reduction analysis and forecasting. Monitors obligations and expenditures… Show more Controls budget to ensure financial needs and strategic goals are met. Research financial performance reports on a weekly and monthly basis. Dependent on financial reports, advises where to invest and how money and contributions should be distributed. Processes payroll weekly and documents invoices and deposits in the Nazarene Treasury System. Organizes annual tax documents, forms, and regulations. Participates in cost reduction analysis and forecasting. Monitors obligations and expenditures to ensure completion in a timely manner based on the Board’s plan. Gathers data to create business metrics and submit findings to management. Analyzes any financial or operation distortions within aforementioned reports for management. Show less

Maintained overall daily operations meeting all requirements for compliance. Monitored financial activities including but not limited to: ordering and disbursing foreign currency, debit cards, checks, and electronic funds transfers. Educated teller team in the proper methods of processing transactions and following policies and procedures. Explored financial transactions discrepancies and corrected any issues. Implemented policies and procedures making sure that teller associates were skilled… Show more Maintained overall daily operations meeting all requirements for compliance. Monitored financial activities including but not limited to: ordering and disbursing foreign currency, debit cards, checks, and electronic funds transfers. Educated teller team in the proper methods of processing transactions and following policies and procedures. Explored financial transactions discrepancies and corrected any issues. Implemented policies and procedures making sure that teller associates were skilled in completing transactions and complex issues. Responded to issues and questions regarding to ATM processing, debit, prepaid cards, and finance processing. Handled all inventory including issue Debit cards for delivery to tellers. Acted in accordance with federal regulations and randomly performed audits such as surprise counts and verifications of case. Addressed corrective actions, insufficient identification, and currency and reconciliation issues. Prepared transactions adequately for processing. Managed financial transactions among customers and bank. Acknowledged inquiries and issues utilizing exceptional customer and employee relations. Performed deposits, withdrawals, loan payments, account opening, cash advance, selling traveler’s checks, and much more. Show less

Assembled both federal and state tax returns for individual clients and small businesses. Kept clients informed and educated of any tax related questions. Continued to stay in alignment with Federal and State Taxation Regulations.