Professional Summary
Accomplished Financial Management Leader with 11+ years of experience driving financial strategy and operational excellence across defense and healthcare sectors. Expert in managing billion-dollar budgets, optimizing federal workflows, and leading cross-functional teams to deliver regulatory compliance and mission readiness. Recently certified in AI for Finance (CFTE), LangChain development, and prompt engineering, bringing cutting-edge capabilities to digital transformation and decision intelligence. Recognized for strategic vision, data-driven execution, and a consistent record of delivering measurable value in high-stakes, complex government environments.
Core Competencies
Financial Management & Analytics
AI & Technology
Defense Operations & Leadership
CFTE – AI in Finance Certification
Centre for Finance, Technology and Entrepreneurship
Aug 2025Covered machine learning, natural language processing, RPA, and GenAI applications in modern financial systems
Financial Management Analyst - Investment Management Branch
Defense Health Agency
Apr 2023 - Present- Lead strategic financial operations and resource planning for defense healthcare initiatives
- Direct and coordinate financial operations, including planning and organization
- Develop comprehensive resource documents and conduct comparative studies
- Drive continuous process improvement across resource management systems
Master of Business Administration (MBA)
Western Governors University
2023Member of Sigma Alpha Pi, The National Society of Leadership and Success
Bachelor of Arts in Finance
California State University, Fullerton
2022Activities: Finance Association, NSBE, APAC
Budget Analyst - Financial Operations
Defense Health Agency
Sep 2021 - Apr 2023- Managed program/budget planning for Military Treatment Facilities
- Analyzed budget controls for multiple operating programs and funds
- Implemented automated financial systems for budget analysis and reporting
- Developed strategic forecasts and budgetary adjustment recommendations
Certified Defense Financial Manager (CDFM)
Society of Defense Financial Management
Jul 2021Expertise in defense financial management and internal controls
Budget Analyst - Resource Management Branch
Defense Health Agency
Jul 2020 - Sep 2021- Led research and analysis of budgetary data for estimate preparation
- Conducted specialized studies and analysis of budget information
- Managed fund transfers and provided expert guidance on funding matters
- Verified and adjusted budgetary data for optimal resource allocation
Department of Defense Financial Manager Certification Level 2 (DFMC2)
United States Department of Defense
Dec 2020Advanced certification in financial management and process improvement
Financial Manager
US Navy
Aug 2014 - Aug 2019- Managed $25 million Operating Target budget with full accountability
- Administered financial records and accounting systems for operational efficiency
- Oversaw Government Purchase Card Program with strict compliance
- Processed complex financial transactions and formulated budget estimates
Lean Six Sigma Green Belt
Department of Defense
Jun 2016Process improvement and optimization methodology
Personal Banker
Wells Fargo
Oct 2012 - Jul 2014- Managed customer portfolios and cross-sold financial products, achieving top-performer tier in the Orange County district for three consecutive quarters
- Performed account servicing, reconciliations, credit evaluations, and outbound sales
- Conducted financial analysis to reduce client risk and optimize account utilization
📜 Certifications & AI Training
- CFTE – AI in Finance Certification – Centre for Finance, Technology and Entrepreneurship (Aug 2025)
- LangChain for LLM Development – DeepLearning.AI (2025)
- ChatGPT Prompt Engineering – DeepLearning.AI & OpenAI (2025)
- AI Financial Forecasting – LinkedIn Learning (2025)
- AI Coding Agents with Copilot – LinkedIn Learning (2025)
- Advanced Prompt Engineering Techniques – LinkedIn Learning (2023)
- Career Essentials in Generative AI – Microsoft & LinkedIn (2023)
- Tableau Essential Training – LinkedIn Learning (2024)