
James Broadie
Financial System Analyst

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About me
Chief Financial Officer
Education

Indiana Institute of Technology
2011 - 2014Bachelor’s Degree Accounting GPA 3.49Activities and Societies: Kappa Alpha Psi Accounting

University of Phoenix
2004 - 2006Master’s Degree Human Resources Management/Personnel Administration, General GPA 3.67Activities and Societies: Kappa Alpha Psi Human Resources Management with a minor in Business Management

Upper Iowa University
2001 - 2003Bachelor’s Degree Information Technology GPA 3.82Activities and Societies: Cum Laude Information Technology Management
Experience

DFAS
Apr 2009 - Aug 2011Financial System AnalystServed as a Financial Systems Specialist with responsibility for assisting in the design, development, and support of Department of Defense financial systems such as STANFINS, ODS, CORP1, CORP2, OLRV and FTP. •Monitored system update cycles to identify potential problem trends, documented system deficiencies and initiated comprehensive corrective action and/or improvement to maintain data integrity. •Performed troubleshooting methods in a timely manner to rectify system failures or problems to bring systems back in to operation. •Addressed customer requests for system changes or enhancements. •Prepared system change requests to correct deficiencies and monitored the status of these deficiencies. •Developed statistical data to clearly define the problem and identify the proper reporting requirements to include necessary system changes, policy, and procedure interpretations. •Identified and documented any system breaches or concerns for systems integrity encountered. Show less

MedTech College
Jan 2010 - Jun 2011InstructorAssigned as adjunct instructor of the Medical Billing and Coding Department for Med Tech College in Indianapolis, IN. Responsibilities included performing as a Campus/Campus Support professional in creating and delivering unique, memorable, extraordinary and personal student experiences. •Prepared and submitted a weekly lesson plan to accomplish the course objectives in accordance with the objectives listed on the syllabus. •Articulated stated course objectives in writing to all students - how the course related to their total program of study, attendance and grading policy for each subject taught - in conformity with school policies. •Recognized differences in learning ability in individual students and assisted students in developing techniques to help them reach their potential. •Encouraged students to possess a professional attitude, physically and mentally using appropriate simulation or skills testing programs to demonstrate to the student the progress being made. •Maintained consistency in grading and evaluation procedures to ensure objective review of student’s performance throughout the academic term. Show less

Department of Defense
Aug 2011 - Nov 2012Senior Business AnalystServed as Subject Matter Expert on various financial reporting tools such as GFEBS, RMT, STANFINS , and spreadsheets to provide accurate execution reports on daily, monthly, quarterly basis, as well as adhoc reporting •Knowledgeable and skilled in applying accounting principles, theories, techniques to independently plan and conduct a variety of assignments or investigation on budget and financial policies. •Modified and adapted conventional financial and analytical techniques to solve a variety of financial problems. •Analyzed system outputs and regulatory reports to identify abnormal conditions, document critical observations, and drive commitment at all levels of organization to initiate corrective action . •Knowledgeable of applicable federal regulations and their relationship to other federal activities and private industry. •Directed the actions of other division personnel, resolved conflicts, and appropriately escalated matters in accordance with designated protocols. •Served as change agent through organizational business policy transformation and actively engaged with Senior Leadership on driving forward recommendations on new and innovative strategies to resolve resource challenges. Show less

US Department of Health and Human Services
Nov 2012 - Oct 2015Senior AccountantAssigned as a Senior Accountant for CMS, Finance Management Branch, Philadelphia, PA., which falls under the Department of Health and Human Services •Provide guidance, technical assistance, and policy interpretation to contractors, providers, and other offices regarding audit, and reimbursement and debt collection issues. •Perform analysis to determine if receivables are adequately supported, collected, or written off in compliance with laws, regulations, and policies. •Audit and monitor contractors to ensure compliance with all financial reporting and internal control requirements. •Issue reports and other supporting documents outlining contractor performance and compliance, as well as identify deficiencies and vulnerabilities, and make recommendations for problem resolution. Show less

Dept. of The Army
Oct 2015 - Sept 2018Senior Staff AccountantSenior Accountant for Joint Interagency Task Force South, Key West, FL.• Perform detailed management accounting analysis for the purpose of providing the CFO program directors and other key staff members with proficient accounting information and reports. I provided management with periodic status of funds reports and cyclic reports and documents. I interpreted reports to determine and advise on financial status, trends, and specific problems. I advised management on recommended solutions and status of significant problems.• Process $2.5 Million in adjustments, correcting SPS IDOC errors, unmatched commitment (UMCs), and unmatched disbursements (UMDs). I retrieved over $200,000 by correcting payroll errors, cost center errors, fund issues and abnormal balances. I validated the accuracy of payroll data and corrected EOR/commitment items and Purchase Order/ Purchase Requisition mismatches. • Monitor CY fund status to identify excess and shortfalls, recommended actions as required for reallocation and redistribution, and ensured adequate funding for monthly payroll processing.• Provide Information Management (IM) support to personnel by working with GFEBS Systems support and the various system POCs to ensure the following systems were functioning properly: GFEBS, DTS, GCSS, and GTCC. • I am responsible for processing DA39JRP for the Joint Reconciliation Program for Prior Year (FY11 – FY15). I validated $2,548,000 in open commitments and unliquidated obligations, established proper internal controls and ensured the command’s accounting records were correct and properly documented.• Perform my duties in accordance with professional/governmental guides and directives regarding accounting, operation control and regulatory and legal requirements. I provided procurement processing of MIPRs (DD448/448-2s), Contracts and Purchase requests as well as modifications, cost transfers, miscellaneous payments and contract corrections. Show less

Rural Health Network of Monroe County (RHNMC) - Nonprofit
Jan 2018 - Mar 2019Chief Financial Officer (CFO)CFO for Rural Health Network (FQHC), Key West, FL. As the CFO, I have the primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company, which include the responsibility for accounting, finance, forecasting, strategic planning, job costing, grant management and institutional financing. • Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives. I ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts with a yearly revenue of 3.5 million. • I direct and oversee all aspects of the Finance & Accounting functions of the organization. Evaluates and advises on the impact of long range planning, introduction of new programs/ strategies, and regulatory action. Take hands-on lead position of developing, implementing, and maintaining a comprehensive job cost system. • Provide executive management with advice on the financial implications of business activities. Manage processes for financial forecasting, budgets and consolidation and reporting.• Provide recommendations to strategically enhance financial performance and business opportunities. Show less

GenTech Associates, Inc.
Mar 2019 - Dec 2019Senior Consultant
TEKsystems
Dec 2019 - Apr 2020Senior System AnalystProvided Unmatched Transaction(UMT),Intermediate Document(IDOC) Standard Procurement System(SPS) Single Charge Card Solutions(SCCS) And Funds Commitment Document (FCM)

Collins Consulting, Inc.
Apr 2020 - Sept 2020Senior ConsultantProvided GFEBS functional coverage across the principal business process areas implemented at each command-designated Navy site. In this capacity the On-Site Support resources will report to a government- identified Hub Site Implementation Team Lead for daily tasking and direction. Supported several Navy Medical Commanders from transition STAR (Navy Finance System) to GFEBSCollaborated with GFEBS leadership and Deployment and Change Management teams to divide resourceand allocations among Navy Medical sites. Show less

Environmental Protection Agency (EPA)
Jul 2020 - Dec 2023Senior Budget AnalystProvided budget formulation and execution advice that reflects timely, accurate and detailed analysis considering all appropriate budgetary laws, guidelines and stakeholders.Monitors and identifies transactions to ensure funds are effectively used to support program objectives and that those funds are following budgetary laws and guidelines. Evaluates current and prior fiscal year expenditures and resources in relation to the Agency’s Enacted Operating Plan funding levels, to maximize authorized Full Time Equivalent (FTE) and funding utilization. Assists in the coordination of budget execution records for the Region’s activities, providing recommendations for the allocation and reallocation of funding in the amount of 800 million to meet regional requirements. Performs financial and statistical analysis to assist in making informed decisions and recommendations regarding the Region’s budget formulation and utilization resulting in allowing the Atlanta Region to consistently stay within budget. Show less

RURAL HEALTH NETWORK OF MONROE COUNTY FLORIDA INC
Aug 2022 - Aug 2024Chief Financial OfficerPlanned, implemented, managed, and controlled all financial-related activities such as accounting, finance, forecasting, strategic planning, job costing, grant management and institutional financing. Provided leadership in the development for the continuous evaluation of short and long-term strategic financial objectives. Ensured credibility of the Finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts with a yearly revenue of 3 million. Evaluated and advised the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Took hands-on lead position of developing, implementing, and maintaining a comprehensive job cost system. Provided executive management with advice on the financial implications of business activities. Managed processes for financial forecasting, budgets, consolidation, and reporting Made recommendations to strategically enhance financial performance and business opportunities. Show less
Licenses & Certifications

DoD Financial Management Certfification Level 2
Jan 2017
Contracting Officer Representatives
Sept 2013
Languages
- enEnglish
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