Patrick A.

I served as the expert and principal financial advisor to management and customer officials on all accounting, finance, and budgetary matters. I directed the functions of accounting, budgeting, payroll, travel, internal control, and compliance. I analyzed changes in resources for financial impacts on programs and mission objectives. I utilized programming, budgeting, accounting, and auditing systems to maintain proper financial balance. I served as a member of the agency's Extended Leadership Team (XLT), Financial Leadership Council (FLC), and Regional Senior Leadership Team (SLT). I reviewed and analyzed the execution of a $350 million budget and recommend reprogramming and budget adjustments to ensure compatibility with program plans. I ensured compliance with established, generally accepted accounting principles (GAAP) and accounting standards, issued by FASB and FASAB, the Government Accountability Office (GAO), and the Office of Management and Budget (OMB). I directed all financial reporting activities and oversaw cash management and debt collection. I analyzed program proposals for impact on the budget, cash flow, ability to credit, and, as appropriate, made recommendations to management and advised customer officials. I participated in internal audits and control reviews and recommended corrective action for financial statements and records. I coordinated and provided revenue estimates and reports. I directed an accounting and budgetary workforce of eight staff, performing the full spectrum of personnel management duties in a geographically diverse setting. I worked with the Colorado River Storage Project (CRSP) on the potential for decreased capital funds due to bypass flows at Glen Canyon Dam (periods of zero power generation) to address endangered species concerns. I oversaw the financial execution of capital projects. I received 32 performance/special act based awards of various significance in over 14 years as a federal employee.

I joined as a Budget Analyst and was promoted rapidly through increasingly responsible management positions based on strong financial, budgeting, and team leadership performance. I supervised, led, managed, and motivated two first-line subordinate supervisors and 11 line staff in Financial Management; contracting, budgeting, accounting, accounts payable, procurement, property, and oversight of the credit card program. I served as the liaison for financial matters with management and executive staff to meet new goals and management initiatives; provided input for strategic planning; researched unusual budget resource situations; and recommended reprogramming for unforeseen events. I prepared, presented, justified, and monitored the entire budget for the institution, consistent with agency guidelines, totaling over $130 million; responding to executive staff budget questions. I ensured compliance with Federal Acquisition Regulations (FAR), Justice Acquisition Regulations (JAR), and Bureau of Prisons Acquisition Policy (BPAP) for five contract specialists and over 100 purchase card holders, with over 10,000 purchase card transactions annually. I was responsible for the management and accountability of all real and personal property, including receipt, accountability, and disposal. I monitored Congressional and Executive actions affecting operations to make necessary institutional adjustments. I was a national trainer for the automated financial system training sessions for the new financial management system. I received a Letter of Commendation from the Regional Director for these efforts. I advised executive staff and department heads on appropriate uses of government funds. I ensured accuracy and submission of monthly cash reports and general ledger proof-check reconciliations with variances resolved, ensuring trial balances and fluctuation analyses were completed. I ensured the complex had an unqualified (clean) audit as the principal financial advisor.

I effectively supervised fifteen employees in the non-profit school's business, transportation, food service, and student services departments. I served on the school’s administrative team and worked with others to facilitate the school's vision. I wrote, edited, and proofread policy and procedure manuals for the business office, transportation, food service, and student services departments. I prepared budget presentations and narratives for the administrative team. I prepared weekly, monthly, and quarterly financial reports and narratives. I worked with a focus group of stakeholders and administrators to plan a new building project. I professionally handled stakeholder and parent concerns and complaints. I served on the strategic planning team. I compiled, presented, negotiated, executed, and forecasted the entire school's budget to determine which line items supported the school's mission. I used accounting software to run and analyze monthly and annual budgeting reports. I ran project-specific reports to aid project management. I improved ineffective billing procedures to reduce accounts receivable and increase consumer satisfaction. I oversaw collections, deposits, and accounts receivable. I conferred with food service vendors and management of the Minnesota kindergarten milk program. I prepared student population projections, population migration studies, and other related demographic studies. I redesigned the staff tuition discount benefits method to save the private school $3 million over 10 years and explained the changes to the staff. I prepared a price/cost analysis to calculate reasonable prices. I created and implemented a strategic plan to keep inventory management within accreditation requirements. I maintained fleet fuel cards. I established a training program for annual school bus safety training for all staff and students from prekindergarten through 12th grade.

I developed lesson plans and taught English to kindergarten - middle school Korean students, modifying curriculum and presentations as needed. I created interactive learning experiences to increase student interest and comprehension. I served as an English-speaking voice talent for an audio series for Korean elementary students.

Minor in Mass Media Communications Minor in Spanish