Key Accomplishments
Financial Management Analyst — Budget Operations Branch
Defense Health Agency, J-8 Financial Operations Directorate • May 2026 – Present
📌 Budget Execution & Reporting
Support DHA J-8 Financial Operations through budget execution, financial and accounting reconciliation, reporting services, and financial management analysis.
✅ Strengthens financial accuracy, compliance, and operational efficiency across assigned areas of responsibility.
📌 Financial Systems Support
Support users and stakeholders with financial automated systems, including GFEBS and ATAAPS, while analyzing technical finance and accounting issues.
✅ Enables faster issue resolution and informed financial decision-making across the directorate.
Financial Management Analyst — Investment Management Branch
Defense Health Agency • Apr 2023 – May 2026
📌 Budget Optimization
Successfully managed and optimized a $25M Operating Target budget with a 99.8% execution rate, ensuring federal compliance and strategic fund utilization.
✅ Resulted in zero audit findings and 15% cost savings through reallocation of underutilized funds.
📌 Process Improvement
Led enterprise-wide implementation of automated financial workflows across Military Treatment Facilities, enhancing transparency and traceability in reporting.
✅ Reduced processing time by 40% and improved data accuracy by 25%, enabling faster decision-making.
Budget Analyst
Defense Health Agency • Sep 2021 – Apr 2023
📌 Resource Management
Built a resource planning framework to standardize spend planning across defense healthcare programs.
✅ Enhanced utilization efficiency by 30% and supported proactive mid-year adjustments.
📌 System Integration
Managed a cross-functional team to deploy a new budget management system across multiple MTFs.
✅ Delivered the project 2 months early and 20% under budget, reducing manual reporting errors by 35%.
Financial Manager
U.S. Navy • Aug 2014 – Aug 2019
📌 Team Development
Mentored and trained junior analysts in Navy OPTAR/AVCAL fund management, DoD compliance, and audit readiness.
✅ Improved team performance by 35% and halved onboarding time for new personnel.
📌 Strategic Initiative
Spearheaded the development of financial control systems across supply and maintenance divisions during deployment cycles.
✅ Achieved 100% compliance and enhanced operational funding transparency across 21 work centers.
Personal Banker
Wells Fargo • Oct 2012 – Jul 2014
📌 Client Portfolio Management
Managed customer portfolios and cross-sold financial products, achieving top-performer tier in the Orange County district for three consecutive quarters.
✅ Increased product-per-customer ratio by identifying and closing cross-sell opportunities.
📌 Financial Services & Risk Mitigation
Performed account servicing, reconciliations, credit evaluations, and outbound sales. Conducted financial analysis to reduce client risk and optimize account utilization.
✅ Improved client satisfaction and retention by streamlining onboarding and account review workflows.