William M. O’Rourke
Health and Human Services (HHS), Administration for Children and Families (ACF)
SILVERSPRING
41
years of professional experience
Results-driven Budget Analyst with over 20 years in the Federal Government and 10 years in the private sector. Delivered targeted training on budget topics and presented strategic scenarios to senior leadership, enhancing decision-making processes. Provided expert budget services on formulation and execution, ensuring high-quality production and timely deliverables across multiple offices.
Work History
Budget Analyst
9 Years- Expanded role as Budget Analyst focusing on execution side of federal budgeting, including formulation work and adapting to new duties due to staffing shortages. Engaged with HHS budget system to ensure programs received necessary funding to deliver services to American public. Analyzed obligation and outlay reports to assess alignment with estimates and collaborated with program offices to address discrepancies. Communicated Congressional funding and directives to enable programs to fulfill their missions. Managed an ACF budget of approximately $70 billion.
- Executed all activities for several accounts. Major activities include apportionments, accounting entries, entering funds into the HHS accounting system so the program office can obligate the funds. Currently handle all formulation activities for the Children and Families Services Account, which has a budget of $16 billion and 19 separate program.
- Requested authority for obligating funding through apportionments.
- 1. Review Congressional funding action and previous apportionments to develop a plan for current apportionment. Depending on the account, this includes working with different category funds and the Program Office to determine their needs. Handled both discretionary and mandatory accounts during my tenure at ACF.
- 2. Prepare apportionment for internal OLAB and HHS review and approval.
- 3. Respond to any questions and made any necessary revisions prior to submitting to OMB.
- Documented accounting entries by preparing load sheets for OLAB.
- 1. These sheets display the necessary entries for the various levels of entry into our accounting system (UFMS). The levels of entry are Budget Resource, Apportionment, Allotment and Allowance.
- 2. Set up new load sheet for each year based on the previous year’s load sheet.
- 3. Working with the Program Office, requested any new CANs required by the Program Office.
- 4. Enter necessary accounting entries on the new load sheet according to the approved apportionment (Budget Resource level, Apportionment level, Allotment level, Allowance level).
- Entered funding transactions into the UFMS budget system accurately.
- 1. Follow load sheet prepared above to enter transactions.
- 2. Throughout the year, input necessary entries for additional funding needs or movement between allotments/allowances. Work with program office to determine needs.
- Monthly Outlay Plan Exercise (MOPE)
- 1. On a quarterly basis, review actual account outlays as compared to expected outlays.
- 2. Provide current estimates for Treasury in MOPE database.
- Scoring new proposals
- 1. Work with Program Office on new proposals they are suggesting.
- 2. Track decisions on which proposals, and which parts of proposals, are being accepted.
- 3. Develop a scoring effect of the accepted proposals on the program.
Budget Formulation Lead
12 Years 8 Months- Began at Health and Human Services (HHS), Administration for Children and Families (ACF) in the Office of Legislative Affairs and Budget (OLAB). ACF’s mission is to foster health and well-being for children and families by providing federal leadership, partnership, and resources for the compassionate and effective delivery of human services. Performed in the role of Budget Formulation lead for ACF. This was a major coordination role in OLAB and involved attention to detail, excellent communication skills, and a healthy team-oriented outlook. Developed advance schedules of activities necessary to complete our goals, reviewed and suggested edits to the work being done by others, coordinated all incoming formulation requests, developed presentations related to the budget work being presented to HHS and Office of Management and Budget (OMB). This included providing technical assistance to Congressional appropriation committees.
- Responsible for all formulation activities within ACF. This role included the submission of the three yearly budget submissions.
- Departmental Submission (HHSJ), OMB Submission (OMBJ), Congressional Justification (CJ)
- Reviewed the technical guidance provided and confirmed that our submission contained all of the relevant information.
- 2. Worked with OLAB leadership to develop a schedule for OLAB staff to ensure the final product was complete by the deadline.
- 3. Provided leadership to the OLAB team as they prepared the necessary documents for the submission.
- 4. Ensured all of the comments (internal OLAB comments and Front Office comments) were correctly included in the final document and all questions were addressed.
- 6. Coordinated and organized responses to questions from HHS on the submission.
- Secretary’s Budget Council
- 1. Worked with the OLAB leadership to determine the way to address relevant HHSJ issues.
- 2. With the assistance of the OLAB team, developed the SBC presentation (slide show and Q/A sheets).
- 3. Provided technical assistance to ACF leadership to prepare for the meeting.
- Mid-Session Review (MSR)
- 1. Disseminated guidance to OLAB staff on this task.
- Managed the most complex ACF account by reviewing outlays and collaborating with Program Offices to determine if changes were necessary.
- Assisted OLAB staff with issues related to account changes.
- 4. Coordinated responses to HHS follow up questions.
- Entered budget data into MAX system for accurate financial tracking.
- Entered necessary information for largest and most complex account in ACF, overseeing 22 programs.
- 3. As necessary, coordinated contact between HHS and OLAB staff on particularly difficult issues.
- 4. Responded to questions from HHS/OMB on the numbers entered in MAX.
- Coordinated budget data requests to streamline information flow.
- Coordinated all BDRs with an ACF cross-cutting theme.
- 2. Reviewed technical guidance and reached out to HHS for any clarifications.
- 3. Once I had the necessary information, I coordinated the completion of the task.
- 4. This included:
- A. Creating/updating any Excel/Word sheets necessary for the BDR.
- B. Send the information out to the relevant OLAB staff for completion.
- C. Provided guidance to staff at start of task and as they worked on the task.
- D. Reviewed the information received back from staff and sent to HHS/OMB.
- E. Responded to questions from HHS/OMB on submission and revised as necessary.
- Reviewed and tracked congressional earmarks to ensure compliance with requirements.
- Reviewed list of earmarks against relevant Congressional language, ensuring compliance and accuracy in tracking.
- 2. Once I had a complete/accurate list, set up a tracking sheet of all of the earmarks.
- 3. Worked with the relevant Program Offices to ensure they were aware of the earmarks and would complete them as required by Congress.
- 4. Responded to inquiries from HHS/Congress.
- Cross-Cutting Items:
- Several times a year, ACF is required to provide budgetary information on cross cutting items to HHS/OMB. I coordinate that process. This is a summary of ACF spending across all of our programs on certain areas of high interest to Congress. Examples of these categories are: Native American spending, Autism spending and Homelessness spending.
Program Auditor, Budget Department Supervisor
4 Years 11 Months- Started my government career with the Office of Inspector General, U.S. Postal Service. I spent 2.5 years as a program auditor and 2.5 years as the Budget Department Supervisor. The Postal Service is not an appropriated agency and the budget process is not the same as appropriated agencies. I was heavily involved in putting together the presentation to the Postal Service for the Office of Inspector annual budget. Conducted team projects that examined Postal Service programs and initiatives, including the Stamp Out Breast Cancer stamp sale and the expansion of Postal Office stores. Reviewed policies and financial issues to determine if weaknesses existed and changes could be made to strengthen the programs. Collaborated with team to deliver actionable report to Postal Service detailing findings and recommendations. Led small team in providing comprehensive budget services for overall agency, ensuring alignment with strategic goals. Provided estimates of salary and benefits expenses during increased hiring, processed travel vouchers, and partnered with agency management to develop and present budget needs for upcoming year.
- Conducted comprehensive audits of operational processes to ensure compliance with regulatory standards.
- Evaluated program effectiveness by analyzing data and identifying areas for improvement.
- Collaborated with cross-functional teams to implement corrective actions following audit findings.
Sales Manager
9 Months- Responsible for working with our current customers on their loan needs and developing new business with them. Developed new business by partnering with local businesses. Supervised a small team that worked on the paperwork of the loans.
- Led sales team to achieve quarterly targets through strategic planning and performance tracking.
- Developed training programs for new sales representatives, enhancing product knowledge and customer engagement skills.
- Analyzed market trends to identify opportunities for growth in mortgage products and services.
Loan Servicing Supervisor
3 Years 2 Months- Supervised a team that handled primarily mortgage and auto loans that were delinquent. Contacted customers to develop plans for bringing delinquent loans current. Collaborated with customers to evaluate the need for additional collection actions. In instances where further actions were required, consulted with our attorneys on next steps. Then, participated in the process until completion. In addition, supervised one person who sold certain mortgage loans to loan services on a daily basis. The current mortgage rates were reviewed and a decision was made on which loans to sell.
- Oversaw loan servicing operations, ensuring compliance with federal regulations and internal policies.
- Developed training programs for staff, enhancing team performance and service quality.
- Streamlined loan processing workflows, reducing turnaround times and improving customer satisfaction.
Management Trainee
10 Years 2 Months- Hired out of college as a management trainee. Oversaw tasks in remittance processing, loan processing, wealth management, and the credit department. Supervised teams in multiple roles, enhancing operational effectiveness. Focused on achieving departmental goals and meeting performance expectations.
- Assisted in daily operations, ensuring compliance with banking regulations and policies.
- Provided customer service support, resolving inquiries and enhancing client satisfaction.
- Coordinated training sessions for new hires, promoting knowledge retention and procedural understanding.
Education
B.S. - Finance
M.B.A.
Skills
Budget management
Preparing budgets
Budget compliance
Financial forecasting
Financial analysis
Monthly analysis
Report development
Awards
Have consistently have received high yearly ratings and performance awards. Also have received several awards for excellent performance on projects with high impact.
Training
In the last few years, I have taken training in Budget Execution, Budget Formulation, Appropriations Law, Time Management and Team Building as well as mandatory governmental trainings.
Timeline
Budget Analyst
Health and Human Services (HHS), Administration for Children and Families (ACF)
08.2017 - CurrentRead More
Budget Formulation Lead
Health and Human Services (HHS), Administration for Children and Families (ACF)
11.2004 - 07.2017Read More
Program Auditor, Budget Department Supervisor
Office of Inspector General, US Postal Service
11.1999 - 10.2004Read More
Sales Manager
Atlantic Financial Mortgage
01.1999 - 10.1999Read More
Loan Servicing Supervisor
Maryland Federal Savings and Loan
10.1995 - 12.1998Read More
Management Trainee
Riggs Bank
08.1985 - 10.1995Read More
American University
M.B.A.
Read More
University of Maryland
B.S. from Finance
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