Qi Li, Cpa, Cia, Cgfm, Cdfm-A Email & Phone Number

• Review Oracle posting logic and transactions to identify and correct issues
• Initiate system change requests and perform and document scenario testing results
• Analyze transactions to identify and address system issues (AP, AR, Purchasing, Travel)
• Review and resolve funds control issues
• Design Oracle Business Intelligence (OBIEE) reports and dashboards to present data and identify issues/opportunities for process improvements. Devise workarounds to overcome data restrictions and reporting challenges
• Perform tie-point analysis and enter journal entries to make reporting adjustment

• Provide consulting services for the agency’s annual budget authority comprising 19 active Treasury Appropriation Fund Symbols (TAFS).
• Review provisions of the public law, TFM, and OMB guidance to perform rescission/ other return of appropriation, reprogramming, and realignment actions. Perform balance analysis to identify and correct erroneous.
• Prepare reports and analyses of budgetary resources to include reconciliation of the SF 133 report and Monthly Budget Execution Report (MER)
• Analyze and summarize data to assist with funds control and respond to questions from the budget office, program offices, and auditors
• Review prior year recovery entries and various Business Intelligence (BI) reports to monitor resource usage and identify issues for correction
• Draft updates to procedural documents and edit memos for the Funds Control & Program Support (FCPS) branch

• Provided system implementation support for the Department’s Global Financial Management System (Momentum)
• Analyzed trial balance to identify erroneous transactions. Evaluated transaction definitions impacting accounting postings, determined appropriateness of treatment, and made recommendations for corrective actions
• Created new general ledger accounts and transaction definitions. Identified and resolved posting model discrepancies
• Evaluated financial information for compliance with GTAS, Reports on Budget Execution and Budgetary Resources (SF 133), and TFM requirements
• Evaluated and interpreted requirements of the DATA Act for system implementation
• Contributed to the annual-close process. Performed various year-end reviews for accuracy

• Supported production of quarterly and annual financial reports and related footnotes, SF 133, and other required submissions (DOJ Provider Listings, GTAS, FACTS I, FACTS II, IRAS)
• Analyzed fluctuations in the results of operations and in proprietary and budgetary accounting relationships (USSGL Tie Points) to identify and correct issues
• Performed period end closing processes, including recording fiduciary journal entries and entering adjusting and correcting transactions in the Unified Financial Management System (UFMS)
• Reconciled SF-133 to SF-132, identified issues, and performed corrective actions
• Researched root causes to issues in UFMS (Momentum 7.0.4). Reviewed flexible definitions, transaction definitions, posting logic, and various transaction dimensions to determine impact of existing issues
• Produced PBC files and supporting analyses, including reconciliation of operating and benefits expenses and explaining treatment of leases, capitalized expenses, accounting for Property Plant and Equipment (PPE).

Washington D.C. Metro Area

• Supported client personnel and leadership with analyzing undelivered orders as well as researching and resolving business issues. Collaborated with clients to design and implement innovative, high-impact solutions to.
• Designed and implemented key reports to present information to senior executives
• Developed a process and tool to analyze financial information based on established thresholds and calculated variances from expected results of operations. The tool and new process resulted in significant time savings.
• Developed report sets in the Oracle Unified Financial Management System that reduced the time required for client personnel to run recurring reports by 92%
• Devised a solution that allowed client staff to automate corrections for more than 1,000 lines of travel transactions, resulting in significant time savings. The solution was implemented to 5 other client centers
• Led the effort that contributed to the client's receiving an award for exceptional achievement for making significant strides in business process improvements

• Assisted NRECA in providing budget forecast and financial analysis for the engineering division, while working closely with the division’s vice president to establish financial goals. Developed financial operating.
• Developed financial plans for the Engineering division; prepared budget justifications and recommendations for Board meetings and analysis on operating results
• Forecast depreciation expenses based on existing fixed asset balances and anticipated purchases while considering impacts of various expected in-service dates
• Managed all PPE/capital projects accounting for the association (averaging more than $100 million) including addition, depreciation, disposition, and adjustments. Determined proper accounting treatments and identified.
• Significantly improved the policy governing assets. Drafted a new capitalization policy that incorporates guidance of the Financial Accounting Standards Board (FASB 13, 17, 34, and SOP 98-1)
• Created an Access file to combine Oracle reports and generate queries that improve the overall efficiency of the fixed asset reconciliation process

• Served as an advisor to the NRECA’s members on retirement plan amendments, prepared legal documents to amend retirement plans, and explained provisions of retirement plans to executives and staff of electric.
• Drafted Employee Retirement Income Security Act (ERISA) §204(h) Notices to explain benefit reductions; created an automated tool using macros, field codes, and quick parts in MS Word, that significantly reduced the.
• Calculated benefit projections and adjustments to pension plan billings
• Served as a subject matter resource during a 10-month implementation process for a retirement plan administration system
• Supported execution of plan conversions and implementations. Composed responses to Requests for Proposal and drafted defined benefit plan proposals

Assisted the senior principal of retirement plans with plan conversions and implementations. Composed responses to Requests for Proposal, drafted defined benefit plan proposal packages, and calculated benefits projections.

Bachelor Of Business Administration (Bba), Accounting

Activities and Societies: Tax preparer - U.S. residents and foreign students and scholars - Volunteer Income Tax Assistance Volunteer.

Accounting

GPA: 4.0