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Sarah Davis
Active Security Clearance: SECRET
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PSC 813 Box 156
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FPO, AE 09001
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Contact Phone: 985-635-1230 (via
internet connection, so may receive a busy signal)
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Email Address: sarah@aol.com (the best way to reach me)
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WORK EXPERIENCE:
02-2011
to Present; Financial
Management Analyst; Department
of Navy
Compiles,
analyzes, and summarizes financial and/or budget information related to
various departments and Navy Installation to assure funds are not over or
under obligated and are spent in a timely manner.
Performance of functions such as: formulation of annual and mid-year budget and estimates to support plans and activities, including presenting and defending budget estimates before authorities; review and evaluate monthly budget submissions; and reporting of obligations and expenditures. Work includes development, determination, and interpretation of budgetary regulations and practices to identify and resolve a range of budgetary problems. Assist program managers and staff officials in interpreting the impact of and planning for financial/budgetary and program changes. Work includes analyzing and recommending costs and benefits of alternative methods of financial management of department programs and operations; implementing legal and regulatory controls over approved budgets. Research policies, regulations, and guidelines related to financial oversight, budget formulation, and/or budget execution in order to analyze and evaluate changes in a department’s budget and funding. Work independently on routine, continuing assignments. Exercise judgment to resolve commonly encountered work problems and deviations; referring controversial findings to the supervisor. |
11-2007
to 04-2009;Part-Time Tax
Specialist; H&R Block, Lakehurst,
N.J.
Reviewed tax returns for accuracy,
minimization of tax liability, available tax credits, and tax provision. Responded to inquires from clients,
requests from Internal Revenue Service, and notices from the State tax
office. Performed tax research and
communicated the tax consequences or benefit to the clients. Prepared and electronically filed Federal
and Multi-State Individual tax returns. Communicated the tax consequences or benefit
to the clients. Held Seminars in the
local community to discuss various tax issues and to provide tax advice.
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11-2006
to Present; Volunteer; Treasurer;
For
Various Military Organizations.
Track income and expenses using
Quicken software. Create monthly cost reports and financial statements using
Microsoft Excel. Reconcile bank accounts each month. Write checks daily.
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02-2005
to 05-2006 Internal Auditor; Synovus Financial Corp.;
Audited, analyzed, and verified
annual reports, financial statements, and records, using accepted accounting
and statistical procedures to ensure compliance with state and federal
requirements and statutes. Collected
and analyzed data to detect deficient controls, duplicated efforts,
extravagance, fraud, abuse, or non-compliance with laws, regulations, and
management policies. Evaluated
department internal controls and procedures and discussed recommendations and
findings with management and department supervisors. Conducted employee account reviews, cash
audits and financial audits for fraud and abuse.
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04-2000
to 11-2004; Controller;
Rosemark
DesignBuild;
Held full responsibility for
analyzing and evaluating all financial component and budgetary plans for the
company. Provide written and oral
communications to upper management to accurately document the funding options
and changes in budget estimates. Monitored
the continuous change in budget, obligations, expenditures and cash funds
available by creating several reports, forms and schedules. Prepared and analyzed weekly financial and
budgetary reports in order to monitor expenditures and project funding needs. Hired, supervised and oversaw several
departments.
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04-1997
to 03-2000; Cost Accountant; C.J. Langenfelder & Son,
Inc;
Held responsible for the
administration and review of all accounting procedures and budgetary
operations for accuracy, efficiency and proper execution. Proactively supported and advised managers
and officers; created various spreadsheets, reports, and schedules; performed
budget-related updates; and created analytical schedules for pending cost
updates. Prepared corporate tax
returns for subsidiaries and researched tax problems for CFO. Efficiently analyzed and maintained job cost
and equipment cost databases and monitored the tracking and reporting of
fixed assets using a variety of forms, schedules and reports.
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03-1996
to 03-1997; Staff Accountant; Medical Management
Services;
Conducted month-end closing,
generated journal entries and produced financial reports. Entered payable
invoices, payroll timecards and issued checks. Allocated cost and prepared reports by
profit center.
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EDUCATION: |
University of
Baltimore, Baltimore, MD; Master of Science, Taxation, 2000;
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University of Alaska
Anchorage, Anchorage, Alaska; Bachelor in Accounting, 1995
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PROFESSIONAL TRAINING: |
IRS VITA Program, Income Tax
Course, Jan 2010
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PROFESSIONAL LICENSES/CERTIFICATES: |
Certified Public Accountant (CPA),
Maryland
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