AUDITOR (GS-14) - U.S. Department of Justice – United States Trustee Eastern District - Philadelphia, PA
(2021-08)
- Audit multi-million-dollar financial reports providing financial analysis and related investigative work associated with fraud, waste, and abuse of resources
- Provide analytical and investigative analysis to support the litigation and civil enforcement efforts of the United States Trustee
- Applying professional accounting knowledge, understanding of business operations, and knowledge of accounting and auditing regulations and procedures related to the full scope, including difficult and complex financial cases
- Providing guidance and technical assistance to staff Auditors to ensure analysis is completed accurately and timely
- Communicate effectively with upper management addressing audit plans
- Reviewing and analyzing bankruptcy cases to determine the adequacy and accuracy of financial documents submitted
- Contacting, advising, and collaborating on fiscal issues with court advisory groups consisting of judges, court unit executives, federal public defenders, and other high-ranking government officials or comparable private-sector organization executives
- Performing exams, audits, reviews, and analysis of bankruptcy cases administered by standing and panel trustees and determining their adequacy, accuracy, and compliance with accounting principles and practices
- Providing a variety of related accounting and auditing services associated with criminal and civil investigative matters
- Complete quarterly risk assessment reviews to identify financial threats and determine best course of action to mitigate them
- Work with the Federal Reserve Bank to ensure securities are properly collateralized
FINANCIAL ANALYST (GS-13) - U.S. Department of Housing & Urban Development - Philadelphia, PA
(2010-12 - 2021-08)
- Provide financial and programmatic oversight for fifty-six (56) Housing Agencies in eastern Pennsylvania and Delaware using business metrics applications: Business Intelligence, Crystal Reports, Business Objects, and IBI Web Focus
- Ensure the Federal Housing Finance Agency's Federal guidance and regulations are continually upheld for the nation's housing industry in an increasingly competitive market
- Coordinator for staff of 15 Federal regulatory compliance professionals
- Review and analyze data regarding asset management investments and appraise Management on risk assessment and recommend mandated federal guidelines
- Designed and implemented Federal Agencies asset management investments program ensuring continued expertise and technical capabilities
- Work with the Office of Inspector General (OIG) in completing detailed financial reviews to ensure proper allocation of government funds in conjunction with their forensic audits
- Implemented Management Decisions to Housing Authorities addressing all OIG Audit findings
- Review documentation provided by the Housing Authorities in response to the OIG Audit findings Ensure needed action is taken focusing on promoting the housing capital formation necessary to sustain and renew economic growth
- Liaison to other Divisions to provide management advisory and technical services on comprehensive regulatory policy financial systems
- Identifying and proposing solutions to complex and difficult systems accounting issues
- Oversee approximately $300 million in Operating Subsidy revenue and approximately $124 million in HCV funding
- Analytical, due diligence problem solver, focusing on the solution to identify the best possible outcome
CHIEF FINANCIAL OFFICER - Covenant House Incorporated - Philadelphia, PA
(2008-07 - 2010-12)
- Communicate effectively (written/verbal) with CEO and senior level management on all financial issues
- Provide leadership in day-to-day financial operations of Organization
- Manage organization's resources and finances
- Help to foster positive organizational culture in Finance Department
- Worked directly with both technical and financial staff on the procurement of all commodities and services
- Worked closely with the DHHS Health Resources and Services Administration to ensure continual financial and operating compliance
- Maintained strong working relationship with the PA Office of Medical Assistance Programs Bureau of Financial Operations
- Created a record retention policy to ensure all applicable documentation was maintained and readily available
- Maintain strong physician relations
- Build internal and external coalitions to identify synergies
- Work with external Auditors on fiscal year-end financial audit statements and processes
- Manage Financial Staff to ensure: Timely preparation of monthly and year-end work papers, Timely processing and payment of provider Claims, Timely preparation of internal and external financial reports, Monthly financial packages to Board of Directors
- Extensive knowledge in Healthcare Medicaid, Medicare and managed care insurance programs
- Strong working knowledge of the discounted sliding fee schedule
- Work with Comptroller on budgetary preparation, trend analysis and forecasting
- Ensure proper reporting under GAAP and appropriate financial rules and regulations
- Attend and present monthly unaudited Financial Statements to the Board of Directors
DIRECTOR OF FINANCE/ADMINISTRATION - Atlantic City Housing Authority - Atlantic City, NJ
(2006-04 - 2008-07)
- Detailed Balance Sheet and Income Statement Analysis to identify significant variances
- Monitor operations budgets and identify variances
- Review voucher packages to ensure proper coding and funding is available
- Interface with external auditors in the annual audit process
- Monitored all Capital Expenditures for multi-million-dollar construction and rehab projects
- Preparation of monthly and year-end work papers
- Prepare financial packages for Board of Directors
- Ensure Authority is meeting all HUD financial regulations in accordance with GAAP and GASB 34
SENIOR FINANCIAL PROGRAM ANALYST - Philadelphia Housing Authority - Philadelphia, PA
(2002-05 - 2006-04)
- Planned, organized and directed the General Ledger Group daily
- Coordinated and assisted independent auditors with the year-end audit
- Monitored all Capital Expenditures for multi-million-dollar construction and community projects
- Prepared financial analyses relating to the (Operating and Capital) budget, revenues and expenses
- Prepared monthly financial statements, Executive summary, financial ratio analysis
- Prepared income and expense reports
- Monitored all Community Resource Development and Social Service grant budgets on a continual basis
SUPERVISOR – FINANCIAL RECONCILATION & ANALYSIS - Philadelphia Gas Works - Philadelphia, PA
(1999-08 - 2002-05)
- Managed the A/P processes and inventory accounting transactions
- Built and maintained excellent relations with outside vendors
- Reduced a backlog of $5 million in unpaid invoices, bringing all accounts current
- Worked on the preparation of Municipal/Revenue Bond financing
