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Welcome - Financial Management Services, Inc.
Thin Line

Joan San Lwin
Thin Line

E X P E R I E N C E    S U M M A R Y

Profile 

Highly motivated, creative and versatile senior accountant/systems analyst with over 10 years experience in private/corporate operations; over 15 years in government and non-profit accounting operations.  Extensive experience in implementing federal, FSIO/JFMIP compliant, “COTS core accounting” systems, including design of specific modules (e.g. general ledger, accounts payable, accounts receivable, disbursements, payroll, and cost accounting), design of one time (legacy system data conversions) and on-going automated interfaces with other systems, training and maintenance experience; have also been responsible for daily financial operations and monthly, quarterly, yearly reporting for multi-million dollar corporate entities.

Functional Experience: 

Management

  • Managed 3-20 employees in an accounting/IT environment
  • Installed, modified, tested, implemented, designed training and/or documented proprietary financial software packages and customized systems for over 12 clients
  • Designed and implemented an automated inventory system for tracking local system development efforts for a national entity
  • Trained support, application and management users in use of on-line financial systems, management and regulatory reports generation, ad-hoc inquiries, etc.
  • Productive relationships with all levels of corporate and client management

Accounting

  • Experienced in private sector and governmental accounting; including General Ledger, Accounts Payable, Accounts Receivable, Budget Formulation/Execution, Procurement, Cash Disbursement, Travel, Payroll, Fixed Assets, Cost Accounting & Regulatory Reports
  • Extensive knowledge of the federal government’s Standard General Ledger processes.
  • Designed, tested, and maintained multiple regulatory reports for federal government.
  • Designed automated interface between a project cost system and a fixed asset system

  • Member of functional team tasked with identifying multiple interface requirements including interface with “outsourced” loan processing activities

  • Prepared corporate monthly financial statements with supporting schedules, assisted in quarterly and yearly audits

  • Streamlined monthly reporting process from 8 to 5 days

  • Developed semi-automated reconciliation system between fixed asset sub-system and general ledger system

Analysis & Design

  • Major analytical involvement with DoD’s Business Modernization Management Program (BMMP) for aspects of Performance Based Management, Cost Accounting, Standard Financial Information Structure, and initiated development of an enterprise wide U.S. Standard General Ledger (USSGL) Transaction Library.

  • Heavily involved in re-engineering CDSI’s, JFMIP compliant, core accounting system titled “i.e. FARS” (information engineered Financial Accounting & Reporting System). 

  • Successfully completed 9 data conversions from manual & semi manual to fully automated financial systems

  • Designed, tested, implemented and supported multiple automated interfaces between financial systems

  • Generated requirements analysis and detailed program specifications for SF reports and other customized management requirements

  • Developed scheduling plans and monitoring techniques for system development projects

  • Created and performed test plans and developed design modifications

  • Analytical involvement with CDSI’s proprietary application titled Debt Management and Collection System (DMCS) a loan processing package for the federal government.

Customer Service

  • Installed, modified and implemented a proprietary consolidation system in a time frame of 40% less than original plan

  • Performed on-site support to resolve daily operational problems

  • Developed quality control procedures

  • Prepared system, user and procedural manuals, as well as quick reference guides and orientation materials

  • Performed marketing support, including 1-5 day software demonstrations

TECHNICAL:

Hardware:

  • IBM Mainframes, Servers and PC,  HP,  DEC, Client/Server configurations

Software:

  • Savantage Inc.: ALTIMATE; CDSI Inc.: FARS, i.e. FARS and DMCS; Orion: GLOWS; WALKER FINANCIALS, American Management Services (AMS): MOMENTUM; SAP: Federal Financials; Oracle Financials; Report Writers: IMAGINE, FOCUS, CRYSTAL, HYPERION, DISCOVERER

  • MS WORD, MS ACCESS, MS OUTLOOK, EXCEL, WordPerfect, LOTUS NOTES, SQL, MVS, CICS, COBOL, JCL, TSO/ISPF

WORK EXPERIENCE:

INDEPENDENT CONSULTANT, No. Va. and Southwest Fl.

2004 to Present

SAVANTAGE SOLUTIONS, INC. Rockville Md.

2003 to 2004

INDEPENDENT CONSULTANT, No. Va. and Southwest Fl.

1997 to 2003

COMPUTER DATA SYSTEMS, INC. (CDSI), Rockville, Md.

1984 to 1997

COOPERS & LYBRAND, Washington, D.C.

1982 to 1984

MCI COMMUNICATIONS, INC. Washington, D.C.

1981 to 1982

INSLAW, Washington, D.C.

1978 to 1981

RINGLING BROS. BARNUM & BAILEY COMBINED SHOWS, INC., Washington, D.C.


1974 to 1978

ROBERT W. MORRISON, INC., Washington, D.C.

1973 to 1974

SANDERS & HOWARD, CPAs Bethesda, Md.

1972 to 1973

CLIENT LISTING:

(Includes entities from independent consulting and corporate affiliations.)

AT&T;  Bell Atlantic; National Railroad Passenger Corporation (AMTRAK); D.C. Government; U.S. Postal Service; Library of Congress; Departments of Agriculture, Commerce, Defense, Education, Homeland Security, State, and Treasury; Pension Benefit Guaranty Corporation; Public Health Service; U.S. Marshals Service; U.S. Agency for International Development (USAID); World Bank 

EDUCATION: B.A., Accounting, Parsons College, Fairfield Iowa, 1972

PROFESSIONAL CERTIFICATION: Certified Government Financial Manager, 1996

PROFESSIONAL AFFILIATION: Association of Government Accountants, 1996