Summary
Overview
Work History
Skills
Timeline
Generic

Kimberleigh Luter

Waldorf,MD

Summary

With 17+ years of extensive budget and finance analysis experience, I bring expertise and specialties to the table. Background includes strong proficiency in complex budget modeling and analysis, effectively navigating and optimizing financial resources. Excelled in payment analysis, working with methods such as credit cards, debit cards, bank transfers, checks, cash, and digital wallets. Proven experience in database management and spreadsheets enables efficient handling of data and generation of insightful reports. Thorough knowledge of forecasting techniques, adept at budgeting and ensuring accurate financial projections. Expertise extends to overall business operations and strategy, contributing valuable insights to organizational growth. Prioritizing strategic financial planning to drive success and achieve desired outcomes.

Overview

17
17
years of professional experience

Work History

Business Analyst

Federal Housing Financial Agency (FHFA)
11.2023 - Current
  • Update and maintain the monthly spend plan for various program offices, ensuring accurate tracking of expenditures.
  • Monitor and track funds to ensure compliance with budgetary guidelines and financial policies.
  • Create requisitions in PRISM to facilitate procurement and financial transactions.
  • Attend and contribute to weekly meetings with program offices, providing financial insights and recommendations.
  • Conduct financial analysis and research to support budget planning and decision-making.
  • Develop budget estimates and forecasts to assist in financial planning and resource allocation.
  • Generate and analyze daily financial reports using the One Stream financial data system to track financial performance and trends.

Financial Payment Analyst (GG-0501-11/10)

U.S. Census Bureau
05.2023 - 09.2024
  • Hired to track invoice accuracy and promptness concerning vendor contracts, awards, purchase orders, and miscellaneous document types
  • Achieve compliance with Federal Acquisition Regulations, Prompt Payment Act and Federal regulations
  • Skillfully record transactions into Commerce Business System (CBS), Core Financial System (CFS)
  • Upload documentation into SharePoint, to route to COR for invoice review and approval
  • Ensure accuracy of program account code classifications when recording all document types
  • Approve appropriate disbursements, data integrity and audit trail establishment
  • Process SF-182 training request by recording in FM041 for obligation to pay vendor training invoices
  • Also, process SF1034 vouchers, payment memos, inter-agency agreements and Memorandum of Understanding
  • Analyze credit card payment statements
  • Efficiently resolve external/internal customer inquiries
  • Process IPAC refunds, EFT and check refunds

Resident Advisor

United Communities Against Poverty (UCAP)
06.2020 - 05.2023
  • Worked collaboratively with other Resident staff members within the shelter to facilitate an environment within the shelter that contributed to the overall social, physical, and well-being of the residents
  • Assisted in conducting comprehensive initial screening processes to determine eligibility for program services, providing assessment, intake and enrollment process where appropriate
  • Conducted new resident orientation to ensure understanding of shelter rules, policies and procedures
  • Assigned/Issued beds and lockers to new residents
  • Maintained client files and data integrity
  • Ensured the safety and security of the shelter and the residents by enforcing house rules and conducting inspections during shift and reporting incidents by following protocols
  • Responded to hot-line calls and completed documentation in accordance with FCADV.FCASV, VOCA and agency requirements
  • Assigned and overseen resident duties for communal living, meal/snack preparation and cleanup
  • Communicated shelter issues with incoming/outgoing staff and maintain incident log
  • Participated in trainings to meet continuing education and certification needs of shelter protocols
  • Kept director apprised of activities and acted as a liaison between director and other staff members
  • Fostered meaningful relationship with residents, as a sounding board and a listening ear, to connect residents to resources available
  • Demonstrated concern, in a non-judgmental peer advisor position, to assist with problems and concerns

Program Analyst/Budget Analyst (GS-0560-12)

General Services Administration
03.2008 - 06.2020
  • Company Overview: Presidential Transition Team
  • Responsible for the full range of review and analysis functions in the formulation, presentation, and execution of assigned budgetary appropriations
  • Conducted research, analyzing data, identifying trends and preparing reports
  • Determining program requirements and making recommendations programs
  • Administered continued development of Budgeting, Financial Forecasting Operating Plans and Modeling tools
  • Developed and prepared annual financial forecast and ongoing forecast updates
  • Produced forecast reports for the annual budget process
  • Identified system problems, by extracting ad hoc reports, making recommendations or enhancements through initiating system change request
  • Developed execution reports and monitored status of funds agencies budget, and operations
  • Interpreted and evaluated financial data and economic information using a variety of analytic methods
  • Reviewed and monitored daily, monthly, and weekly annual cost accounting statements using various spreadsheets, databases and other systems
  • Completed analysis of internal and external audits to ensure the smooth flow and timely completion of activities that deliver project results
  • Applied cost effective evaluation practices, theories and methodologies are being used
  • Accessed accounting systems to run queries and retrieve data to be used in developing budget estimates
  • Performed budget formulation work involving preparation of detailed analyses of annual and/or multi-year budget estimates for assigned organizations/programs into a consolidated budget request
  • Provided budget execution and administration work involving the monitoring of obligations incurred and the actual expenditures of a budget with different sources and types of funding, such as direct annual, multi-year, and no-year appropriations
  • Advised, assisted, and guided others on budgeting and related information
  • Administered specialized, individual economic analyses and impact studies in support of a variety of budget program areas
  • Used automated budgetary system(s) and computer-generated products in accomplishing budgeting assignments
  • Entered/Modified/Tracked RWA’s (Reimbursable Work Authorization) in RETA
  • Processed RWA’s from Building/Project Managers ensuring all appropriate supporting documentation was accurate
  • Processed vendor payments in PEGASYS utilizing an extensive knowledge of the organization’s official accounting system
  • Presidential Transition Team

Skills

  • Data analysis
  • Requirements gathering
  • Team collaboration
  • Microsoft Office Suite
  • Excel Spreadsheet Formulation/Execution,
  • RETA, REXUS, GREX,
  • Microsoft Access
  • PEGASYS, Galaxy
  • FMIS

    • Core Competencies

  • Budget development
  • And implementation
  • Financial analysis and forecasting
  • Variance analysis
  • Cost reduction and savings strategies
  • Financial modeling
  • Data-driven decision making
  • Process improvement
  • And efficiency
  • Collaboration and teamwork
  • Presentation and reporting skills
  • Long-term financial planning
  • Compliance and regulatory knowledge
  • Attention to detail
  • And accuracy
  • Time management and prioritization
  • Critical thinking and problem-solving
  • Adaptability and flexibilityInvoice Search,
  • SAM’s/CCR Vendor request,
  • PEGASYS Payment Search, Salesforce

Timeline

Business Analyst

Federal Housing Financial Agency (FHFA)
11.2023 - Current

Financial Payment Analyst (GG-0501-11/10)

U.S. Census Bureau
05.2023 - 09.2024

Resident Advisor

United Communities Against Poverty (UCAP)
06.2020 - 05.2023

Program Analyst/Budget Analyst (GS-0560-12)

General Services Administration
03.2008 - 06.2020

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Kimberleigh Luter