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