Finance expert with a strong background in budget management and financial analysis at Friendship Public Charter School. Skilled in developing insights and improving resource allocation. Excel proficiency and effective communication enhance transparency in financial operations. Dedicated to strategic planning for organizational success.
Overview
5
5
years of professional experience
Work History
Budget Manager
Friendship Public Charter School
09.2025 - Current
Developed and implemented financial plans to support organizational goals at Friendship Public Charter School.
Coordinated with departments to create and monitor annual budgets, ensuring effective allocation of resources.
Conducted variance analysis to track spending, providing actionable insights to management for improved decision-making.
Built monthly reports for multiple schools, enhancing transparency and accountability in budget management.
Business Analyst
Friendship Public Charter School
03.2024 - 10.2025
Developed and monitored the annual budget for Friendship Public Charter School, ensuring financial stability and transparency.
Executed cost-benefit analyses to evaluate funding requests, optimizing resource allocation and program effectiveness.
Oversaw spending compliance, making necessary adjustments to program funding to align with budgetary constraints.
Management and Program Administration Analyst
Public Company Accounting Oversight Board (PCAOB)
10.2022 - 07.2023
Maintains and updates organized and logical files on SharePoint for budget/financial documentation.
Drafts new or revised policies and procedures for the department's financial operations.
Assists the department programs with the development of budgets and schedules, as well as tracking metrics.
Develop the department's management and/or program evaluation plans, procedures, and methodologies.
Assesses and advises teams throughout the department on potential issues related to costs, schedules, and performance.
Advises the department's programs regarding the budget in planning, testing, and implementing new programs; identifies and resolves related issues and problems.
Prepares reports and recommendations for executives, senior leadership, and management.
Analyze service billing to determine if costs are reasonable and within budgeted range.
Uses quantitative and qualitative analytical and evaluative methods and techniques to improve program administration.
Assemble and maintain all budget data in preparation for the preliminary and final budget and forecast.
Analyze and report on division spending against budget and forecast.
Develop monthly and quarterly reports that exhibit the current state of the budget.
Effectively communicate financial information to staff at various levels.
Provide expert Excel competencies for budget and reporting needs.
Develop asset management processes for and become knowledgeable in the division’s asset management platform.
Manage and perform inventory audits, including reconciliations, findings, and proposed changes to current processes.
Create/update documentation related to department processes, controls, policies, and procedures.
Finance Data Analyst (Contract Position)
Ankura
01.2022 - 05.2022
Process data on documents reviewed.
Data entry on Excel sheets.
Gathering information in documents bookmarked according to loans.
Loan consolidation.
Forecasting data on passed loans and home mortgage contracts.
Collect information on short loan contracts and explain to teams what information to look for and input that into Excel sheets.
Consulting
Accounts Payable Specialist
Dynalectric
05.2021 - 11.2021
Process daily invoices received via mail or email.
Research invoices as necessary to determine proper job cost coding, account classifications, and Purchase Order (PO).
Enter invoices into an accounting system and match them with the PO Number.
File Invoices and other Vendor-related files on time.
Assist Project Managers with job cost inquiries as necessary.
Maintain any necessary vendor records.
Process vendor payments/credits and reconcile vendor statements.
Coordinate collection of outstanding invoices for projects.
Maintain updated Accounts Payable Aging.
Process Annual 1099 Forms or other Compliance forms as necessary.
Education
Bachelor of Business Administration and Management - Business Administration and Management
Virginia Commonwealth University
Richmond, VA
01.2019
Bachelor of Business Administration - Finance
Virginia Commonwealth University
Richmond, VA
01.2019
Associate in Business Administration and Management - General