Iris Roberts Email & Phone Number

Command Budget Officer for SRT2 - N4 Logistic Department for SOCOM, I am responsible for the updates of the department Spend Plan on a daily basic. I use DAI information for the updates,I provide the update information to the upper management keeping them informed of the budget, I created several different Excel spreadsheets to meet the needs of my supervisor and upper management,I verify all data coming out of DAI in regard to DTS information. If errors are found, this info is doubled checked and forward to department head for corrections.

Responsibilities:During this job role, I oversee financial resources for various programs, including contracts and travel, and assure that funds are used for intended purpose by tracking all transactions, commitments, obligations, and expenditures. I manage daily balancing of Spend Plan to GFEBS and update SP bi-weekly with most current BI Status of Funds (SOF) from GFEBS. I monitor funding on SP of commitments/obligations for alignment to approved funding for fiscal year (FY).Key Achievements:• Composed funding authorization documents (FADs) to request funding allotments, increases, and decreases to ensure accuracy of information within Work Breakdown Structure (WBSs).• Communicated with G8 Budget Analysts and G8 Accountant daily in dealing with DTS, track balances, process increases/decreases, and established new budget labels, while assisting customers on all issues related to travel.• Developed report to check monthly spending in DTS against obligated funds, advised Budget Analyst of any findings, and ensured unused funds are returned for other uses.• Managed Spend Plans, adjusting funds as required and meticulously maintain monthly meetings with my ORG to ensure accuracy of all disbursement transactions.• Increased funds as necessary on spend plan and organized monthly meetings with organization to ensure figures align with all transactions for disbursements.• Received “Bring the Hammer-Presented For Excellence” Gold Coin Award from Lieutenant General MCKean (US Army Director, Futures and Concepts Center.• Processed all cross-org requests from customers, including checking errors, maintaining proper line of accounting, and funds are available in timely manner.• Executed and handled budgets for G8 programs and facilitated availability of financial resources for contracts and travel.• Assured judicious utilization of funds and track all transactions, including commitments, obligations, and expenditures.

Responsibilities:During this job role, I analyzed various reports, such as Consolidated Statement of Changes in Net Position and Consolidated Statement of Net Cost Report and SF133 to conduct trend analysis and variance input for monthly and quarterly Financial Statements. I processed Probable Contingent Legal Liabilities Report on quarterly basis to identify any contingent legal liability that is "probable" and disclose it in notes to financial statements. I managed transactions to identify discrepancies and developed corrective actions to bring accounts into agreement.Key Achievements:• Performed quarterly Dormant Account Review (DAR-Q) using UDOU, UDOP, DOU, and UFCO dormant accounts in system to ensure accuracy of Department of Defense's (DoD) obligation and disbursement balances.• Collaborated with IPT Team to respond to Government Accountability Office (GAO) Audit Findings regarding FY16 and FY17 Reimbursable Projects Accounting Imbalances.• Reconciled each project and task associated with FY16 and FY17 Foreign Military Sales (FMS); FMS CONUS, FMS OCONUS, and FMS Admin Reimbursable Accounts.

Responsibilities:During this job role, I collaborated with IPT Team to address Government Accountability Office (DAO) Audit Findings, resolving accounting imbalances for FY16 and FY17 reimbursable projects associated with Foreign Military Sales (FMS) including FMS CONUS, FMS OCONUS, and FMS Admin Reimbursable Accounts. I managed and traced transactions to identify discrepancies, developed corrective actions, assured accuracy of adjusted accounts, and recommended actions to prevent recurrence of similar discrepancies. I established reconciliation workbooks for each reimbursable project or MIPR agreement, and utilized various accounting, budgetary, and proprietary reports to perform reconciliations.Key Achievements:• Pulled DCMA_QDD_ALL report, created pivot tables on the data, and utilized several reports to attain complete transaction population, including DAI trial balance, status of funds, project status inquiry, expenditure inquiry, labor cost, and trial balance.• Coordinated with DCMA leadership, DFAS, FBR analysts, FB-Budget, DSCA, PMO, and the CMO’s office to provide an analysis and recommendations to obtain complete accounting cycle process.• Conducted extensive research to ensure accurate recording of records in correct project, line of accounting, task/org, and fiscal year, while operating with DTS for reimbursable projects.• Ensured proper USSGL posting logic for reimbursable transaction recording and acquired additional reports to achieve complete picture of project in case of any discrepancies.

Fort Gregg-Adams, Virginia, Us

Responsibilities:During this job role, I conducted various tasks such as Purchase Requests, Contracts, Contract Modifications, Unmatched Disbursements (UMDs), and Un-Liquidated Obligations (ULOs) as Financial Business Liaison (FBL) Center's focal point for DCMA 360 (Microsoft SharePoint). I processed PBC Audit request weekly, pulling documentation to support request, while reviewing records to ensure records are recorded accurately by providing documentations of findings. I analyzed and created EXCEL worksheets and graphs from weekly/monthly reports for upper management reporting. I communicated with internal/external customers daily, process obligations for Contracts, Reimbursable MIPRs, and Miscellaneous Obligations Awards in DAI 360 system, and assess procedures for compliance with government standards, internal controls, and agency policies.Key Achievements:• Entered Commitments, Obligations, and Expenses in DAI to execute accounting transactions, including obligations for PRs and Military Interdepartmental Purchase requests (MIPRs) for final approval.• Verified accuracy of mathematics, completeness of data, and validity of accounting classifications and account codes by reviewing and examining accounting documents.• Reconstructed inaccurate accounts by gathering and organizing information for internal inquiries and resolving problems referred by management.

Responsibilities:During this job role, I ensured that vendor payments are made in accordance with federal regulations, such as Principles of Federal Appropriations, Federal Acquisition Regulations (FAR), and Prompt Payment Act (PPA). Provided exceptional assistance in processing DHS testing of major control plan processes and provided recommendations for each internal control. I identified system deficiencies and recommend appropriate corrective action, while researching and analyzing unusual financial problems and conditions.Key Achievements:• Collected, reviewed, and compiled thousands of financial documents to support Coast Guard's undelivered orders balance and delivered over 400 audit samples to external auditors, resulting in substantiation of internal financial controls and auditor confidence in Coast Guard's financial statements.• Implemented policy and developed process improvements for consistent application of accounting principles, resulting in accurate recording of accounts payable accruals, procurement data, construction-in-progress, and valuation of capital assets.• Contributed to Coast Guard's successful attainment of "clean" audit opinion over financial statements for FY 2013 as team member of Financial Audit Team.• Performed risk analysis for both internal and external audits, adhering to OMB Circular No. A-123 and A-136 for internal control in federal agencies.• Implemented policies and process improvements to assure accurate recording of financial data and internal controls are effective.• Attained strong knowledge in payment processing and served as team member for last 10+ KPMG audits for CG/DHS.• Reconciled open commitments and clear outstanding commitments on Coast Guard's books.Additional ExperienceAccountant, US Coast Guard Finance Center – Chesapeake, VA2nd Line Accounting Technician Supervisor (Supervising 4 Teams with around 40 employees), US Coast Guard Finance Center – Chesapeake, VA

I was a 1st line Accounts Payable Supervisor (supervising 1 team with10 employees). Promoted to 2nd line Accounts Payables Supervisor (supervising 3 teams with 28 employees). I lead my teams in processing all aspects in of accounts payables/payment certifications for Transportation, Contracts and Blanket Purchase Agreements. Maintain work status, progress and priorities as well as providing on-the-job training. Serve as a central source of information and expertise.

Business Administration

Bachelor Of Business Administration (Bba) (Education Is On Going), Business Administration, Management And Operations