Edna Doak

E X P E R I E N C E     S U M M A R Y Financial/program analyst with over 20 years experience in Federal government and small business with management, financial and program operations, audit and taxation responsibilities.  Employment Chronology U.S. Coast Guard Reserve 1973 to Present Position Held:  Operations NCO since July 2004 Administrative responsibilities for U.S. Joint Forces Command Coast Guard Reserve Unit. Draft instructions/correspondence/electronic communications, validate personnel documents in Direct Access (Peoplesoft), liaison with Integrated Support Command Portsmouth, Coast Guard Atlantic Area and U.S. Joint Forces Command.  Assistant to Executive Officer in managing administrative functions for unit and inter-service operations arising from command and control of assigned U.S. joint military forces and inter-theater deployments of USJFCOM forces worldwide. Secret Security clearance IRIS and Joint Command Operations Training U.S. Coast Guard (Active Duty) March 2002 to July 2004 2100 Second Street, NW (G-WTT-3) Washington, DC   20493 Position Held:  Training Allowance Billet (TAB) Manager, Training and Resources Management Division Program Analyst responsible for managing 300 Training Allowance Billets for Advanced Postgraduate Education Program and monitoring approx. $3.8 M tuition costs for AFC-56 training budget, including providing expert analysis and advice on TAB Personnel Allowance Listing (TABPAL) issues to senior management officials, contractor, CG Academic program managers across directorates ensuring accuracy of program data in Direct Access (Peoplesoft) to ensure proper allocation of resources for students assigned to training billets, conducting complex analyses in response to datacalls for officers, enlisted and civilian students from senior management.  Accomplishments: Developed and maintained database to track AFC-56 funds managed in a Financial Desktop Program   (FDP) vs. Spend Plan projections/executed costs for multi-year budget for years 2002-2003, being used as foundation for new Access database for 2004 and beyond. Initiated process for managing cost-sharing student accounts so that tuition payments would be within approved program budget. Alerted tuition payment clerk when overpayments existed, including finding of duplicate $20,000 payment and implemented procedures for improved internal controls to guard against waste, fraud and abuse of limited training resources. Devised system of project codes to track tuition projections/expenses by program and modeling to  track actual versus projected costs to prevent budget overruns. Developed complex formulae to calculate actual Full-time Equivalent (FTE) consumption by fiscal year, not tracked since 1999. U.S. Coast Guard (Active Duty) December 2000 to March 2002 2100 Second Street, NW (CG-8) Washington, DC   20493 Position Held:  Program Analyst, Business Analysis Division Assisted two GS-14 Program Analysts and one GS-13 Program Analyst on key projects they developed and  conducted complex analyses of financial operations and management of Coast Guard-wide programs: Reporting Environmental Liabilities on the Coast Guard Financial Statement - Assisted development of reporting requirements for environmental liabilities arising from hazardous materials contamination onboard Coast Guard vessels and facilities across U.S. for 2000/2001 in accordance with Office of Management and Budget (OMB) guidelines by conducting complex analyses of liability estimates to comply with Chief Financial Officer (CFO) Act and functioning as liaison to Asset Management Staff and civil engineers at Civil Engineering Units (CEUs) to monitor progress/data quality, resolve problem areas. FACTS I/II Gap Study Natural Working Group (NWG) - Assisted in development of plan to correct deficiencies in reporting inventory at aircraft/vessel Inventory Control Points (ICPs) with Dept. of Treasury’s FACTS I/II and U.S. General Ledger (USSGL) by working with Team Leader in drafting instructions for NWG working charter and performing final edit of Gap Study Report published in April 2001. Coast Guard Real Property Baseline Review -  Identified/corrected discrepancies in financial records for $1 billion Coast Guard real property nationwide after gathering data from Coast Guard District offices to verify existence, cost, acreage, project data, capitalization in preparation for FY2001 budget modeling and submission for financial statement. Stewardship Project - Reviewed FY2000 Stewardship Report for lighthouses, keepers quarters, etc., evaluated changes since last annual review, verified data collected and made recommendations to be incorporated into FY2001 Stewardship Report for heritage assets Accomplishments: Reviewed, consolidated $109 M environmental liabilities in Excel for FY2000 Coast Guard Financial Statement for General Accounting Office auditors, contributing to Coast Guard’s second clean opinion. Recommendation to GS-14 Real Property Analyst to create interface between Civil Engineering Design System (CEDS) and Oracle database managed by CG Finance Center resulted in reduced datacalls to field and time savings to Finance Center staff, engineers and Financial Management Staff. Developed technical schedules used as basis for Gap Study, review and editing of final report, thus contributing to Team Achievement Award. Awarded Commandant’s 2nd Letter of Commendation (Gold Star) for data analysis of over 20,000 property records and completing Annual Stewardship Report ahead of schedule. Previous Positions Held April 1985 to December 1999 First Financial Group Financial/Managing Assistant Responsible for preparing PowerPoint financial analyses of client assets/expenses and potential net worth growth in consideration of federal/state tax effects; prepared monthly statements in QuickBooks for sole proprietor; maintained client contact database, system administrator for two desktop PCs, provided value added services to agent’s clients. KCI Consultants, Inc. Accountant/Management Consultant Assisted consultant in marketing efforts to private industries who desired Federal government contracts; reviewed bids and advised clients on preparation of cost proposals; advised clients on setting up accounting systems to satisfy government standards; prepared financial statements, reconciliations, tax information, journal and ledger entries; annual budget; recommended software/hardware upgrades; trained consultant in word processing, edited contract provisions, participated in contract negotiations; conducted collections pro bono. Various Management and Tax related positions Progressively responsible military management experience as Reserve Policy Board Officer Records Review Team Leader (SCPO E-8), Command Administrative Staff Supervisor (SCPO E-8), Coast Guard Reserve Unit Administrative Officer (CPO E-7): Manager for administrative staffs performing personnel records processing, reviews and corrections of discrepancies; including pay verifications, time/leave computations. Federal service FDIC Senior Tax Specialist (GS-12), RTC/FSLICTax Accountant (GS-7 thru GS-12), IRS Taxpayer Service Specialist (GS-9), IRS Tax Auditor (GS-9): Staff positions in Federal government involved analysis of government tax policies, preparation of position papers, managing FDIC’s receivership tax return database, drafting/publishing quarterly tax newsletter “The Tax Exchange”, researching bank tax rulings and regulations for drafting technical memoranda, monitoring Federal financial assistance payments to ensure compliance with tax provisions of contracts with financial institutions acquiring failed banks, administering final distribution of pension plan participating as team member on renegotiations of tax benefit provisions for federal assistance agreements with large bank holding companies, evaluated Requests for Proposals (RFPs) for award of contracts to auditing firms, preparation of Form 5500, reviewing compliance audit reports prepared by “Big Six” accounting firms to ensure compliance with Federal assistance contracts; assisting taxpayers by responding to questions about Federal taxation; responding to Congressional inquiries on Federal tax issues; conducting audits for individual income tax returns. Accomplishments: Co-negotiator of $500,000 award of government contract to California apparel manufacturer over six-month negotiation period and accomplished full collections of consulting fees for KCI, Inc. on this contract. Published historical article in Coast Guard “Reservist” magazine, “From POW to SPAR!”. Identified 3-year backlog of scanned electronic records that had not been transferred into officer official personnel records that resulted in Coast Guard effort to remove backlog and revise procedures to ensure scanned documents would be expeditiously transferred into permanent personnel records. Recommendations made for improving receivership tax return database reports were incorporated into new tax management software that replaced TaxPlus Program in 1994. Coordinated/drafted/published the Tax Unit Procedures Manual for FSLIC Tax Unit in 1990 and recognized by supervisor for well organized, timely managed compliance audit reviews during bank compliance report project. E D U C A T I O N     &    C E R T I F I C A T I O N S Florida Institute of Technology Alexandria, VA Certificate of Financial Planning Leeward Community College Pearl City, HI Associates Degree in Liberal Arts (Major: Accounting/Minor: Computer Science) University of Maryland University College Adelphi, MD 27 Semester Hrs in Accounting, Business Law and Federal Income Taxation U.S. Coast Guard Washington, DC Computer Skills:  MS Office Suite (Word/Excel/PowerPoint/Access) in NT Environment, Web Page Development, Lotus, QuickBooks, Numbercruncher, Paradox, Focus, Direct Access (Peoplesoft).