Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marcus Perry

5545 E Boniwood Turn

Summary

Training and Program Support professional with 6+ years of experience supporting operational programs through training delivery, curriculum development support, data analysis, and performance measurement. Proven ability to facilitate individual and group training sessions, evaluate training effectiveness, develop job aids and reference materials, and support system and process adoption. Strong analytical, presentation, and customer service skills with advanced proficiency in MS365 and enterprise systems. Willing to travel up to 75%.

Overview

7
7
years of professional experience

Work History

Financial Analyst / Program Support

U.S. Coast Guard
02.2023 - Current
  • Supported operational programs by developing and delivering training materials, reference guides, and job aids related to financial systems, asset tracking, and program procedures.
  • Facilitated one-on-one and group training sessions to support adoption of systems and standardized processes across program teams.
  • Researched and updated training content to align with program goals, system enhancements, and policy changes.
  • Conducted pre- and post-training assessments to measure knowledge transfer, training effectiveness, and operational impact.
  • Tracked and analyzed training participation, feedback, and performance metrics using Excel-based tools, identifying trends and improvement opportunities.
  • Collected and incorporated user feedback to refine training materials and maximize training ROI.
  • Provided troubleshooting support for systems and processes during and after training sessions.
  • Prepared reports, charts, and summary tables for leadership briefings and program reviews.

Finance Specialist (Contract) |

TriSource (Friendship Public Charter School) – Washington, DC
09.2023 - 02.2024
  • Supported staff training by creating process documentation, workflow guides, and instructional materials for financial systems and procedures.
  • Assisted in training users on payroll, accounts payable, reimbursements, and reporting processes, ensuring consistent application of procedures.
  • Developed tracking tools and reports to assess operational efficiency and identify process improvement opportunities.
  • Used Excel, Word, and PowerPoint to produce training documentation, reports, and presentations.
  • Delivered responsive customer support and issue resolution for staff requiring assistance with systems or procedures.

Senior Budget Analyst (Contract)

Addison Staffing (RED Coats, Inc.) – Bethesda, MD
05.2023 - 09.2023
  • Supported operational teams by developing standardized procedures and guidance documents related to budgeting and reporting processes.
  • Delivered informal training and walkthroughs to staff on new budgeting frameworks and reporting tools.
  • Tracked performance metrics and evaluated process effectiveness, resulting in a 30% reduction in preparation time.
  • Prepared charts, tables, and summaries used in management presentations and training discussions.

Associate, Program Planning & Budget (Contract)

Beacon Hill – Pew Charitable Trusts – Washington, DC
09.2022 - 05.2023
  • Trained program staff on budget templates, reporting requirements, and system usage, improving accuracy and timeliness of submissions.
  • Developed written guidance, FAQs, and instructional materials to support staff learning and compliance.
  • Collected program data, analyzed results, and prepared reports to support leadership decision-making.

Financial Planning & Analysis Specialist (Contract

Beacon Hill – Society for Human Resource Management – Alexandria, VA
03.2022 - 08.2022

Supported training and system adoption initiatives during ERP implementation (Workday Adaptive & NetSuite).

• Created documentation and user support materials to assist staff with new systems and processes.

• Prepared performance reports, charts, and presentations to communicate results to leadership.

Financial Accounting Analyst

National Geographic Partners – Washington, DC
07.2018 - 12.2021
  • Assisted with training and onboarding of staff on Workday, SAP, and expense management systems.
  • Developed reference materials and provided ongoing user support and troubleshooting.
  • Prepared analytical reports and presentations using Excel and PowerPoint.

Education

MBA - Accounting And Finance

Bellevue University
Bellevue, Nebraska, NE
05.2023

Bachelor of Science - Communications

Bowie State University
Bowie, MD
12.2019

Skills

  • Training Facilitation (Individual & Group)
  • Adult Learning Principles
  • Curriculum Research & Job Aid Development
  • Training Effectiveness & ROI Analysis
  • Data Analysis & Reporting
  • Process & Systems Training
  • Troubleshooting & User Support
  • Stakeholder & Customer Engagement
  • MS365 (Excel, Word, PowerPoint, Outlook)
  • Multi-Project Tracking & Reporting

Timeline

Finance Specialist (Contract) |

TriSource (Friendship Public Charter School) – Washington, DC
09.2023 - 02.2024

Senior Budget Analyst (Contract)

Addison Staffing (RED Coats, Inc.) – Bethesda, MD
05.2023 - 09.2023

Financial Analyst / Program Support

U.S. Coast Guard
02.2023 - Current

Associate, Program Planning & Budget (Contract)

Beacon Hill – Pew Charitable Trusts – Washington, DC
09.2022 - 05.2023

Financial Planning & Analysis Specialist (Contract

Beacon Hill – Society for Human Resource Management – Alexandria, VA
03.2022 - 08.2022

Financial Accounting Analyst

National Geographic Partners – Washington, DC
07.2018 - 12.2021

MBA - Accounting And Finance

Bellevue University

Bachelor of Science - Communications

Bowie State University
Marcus Perry