Marion Holgate

Experience

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  US Army

  Jul 1985 - Sept 1992

  Finance Officer

  • Responsible for all financial operations to include appropriated accounting, accounts payable, military and civilian payroll, travel entitlements and disbursements. Held various positions throughout the seven years as a Finance Officer.• Major accomplishments included:o Set up and directed the Finance Office for the US Army during Operation Desert Storm, accounting for over 25 million dollars and Saudi riyals incurring no losses.o Designed and directed new procedures to streamline payments to commercial vendors resulting in more accurate and timely payments. Thus, saving thousands of dollars in interest payments.o Improved travel pay services, resulting in a U.S. government plaque of excellence.o Organized a special project team which cleared 1.5 million dollars in delinquent advances. Show less

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  WESTVACO

  Dec 1995 - Dec 1998

  Financial Analyst

  • Accumulated and developed information for quote estimates for printing and finishing of folding cartons. • Participated in meetings to determine profit levels and strategy. • Prepared cost studies and related cost analyses, complete with recommendations to management. Accomplishments: o Provided profitability analyses for accounts in excess of $20 million/month.o Created a sales and profitability forecasting model for division-wide implementation.o Developed a job closing system to provide cost/benefit analysis to determine profitable projects.o Completed ad hoc research and analysis for senior management. Show less

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  Hawaii Pacific University

  Feb 1999 - Jun 2001

  Professor Adjunct

  Instructed classes in Microeconomics and Principles of Accounting I and II. Developed syllabus, chose method of instruction, and created tests for all courses taught.

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  Defense Finance & Accounting

  Oct 2001 - Jul 2003

  Accountant

  Duties, Accomplishments and Related Skills:• Monitored and ensured that appropriate and timely action was taken to process all corrections and adjustments for travel advances IAW Standard Operating Procedures (SOPs), DFAS-IN Manual 37-100-FY and the Department of Defense Financial Management Regulation (DODFMR).• Compiled assigned recurring and special reports and analysis, both internal and external. Provided analysis, data, technical advice and assistance to the DFAS managers, internal customers and external customers. • Utilized and interpreted regulations, manuals and financial policy in determining actions needed to resolve issues. Ensured accurate and timely processing of all STANFINS scheduled processes. • Scheduled and performed tri-annual joint reviews with external customers and internal audits. • Provided in-house training through cross training and training to external customers, classroom instruction or the development of Standard Operating Procedures (SOPs), as required. Show less

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  United States Air Force

  Aug 2003 - Apr 2005

  Accounting Liaison Office Chief

  • Managed accounting services provided to the 435th Airlift Wing, 86th Air Wing, HQUSAFE and tenant organizations by processing various appropriated fund accounting transactions for over 34 Operating Budget Account Numbers (OBANs). • Established internal methods and procedures to ensure adequate funds control and effective execution of appropriations made available to the organization.• Ensured that the funds made available for each requirement were proper with respect to purpose, time and amount IAW DOD and Air Force Financial Management Regulations (FMR). • Tracked, maintained and reported on the obligation status of all appropriated funds.• Directed accomplishment of the ALO by making necessary adjustments, modifications, and revisions to meet objectives and remained well-informed of current trends, tendencies, developments, and overall status of activities. • Informed subordinate personnel of policy and procedural changes and furnished guidance in the development and full utilization of the most advanced methods and techniques applicable to the ALO.• Furnished technical and administrative advice and assistance to resolve problems and assure continuity of efforts. • Identified operating problems, developed solutions and monitored implementation of changes. • Established and maintained liaison with various elements of the organization, USAFE/DA, OSD, OGA, and other services. • Provided expert consultant services to Wing management to identify program shortfalls in terms of Wing objectives and budgetary requirements.• Established and controlled a management program designed to provide the Wing and staff with readily available information for decision making.• Planned organizational structure and staffing needs. • With the advice and assistance of personnel, manpower, and management specialists, promoted sound position management principles and programs. Show less

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  Defense Finance & Accounting

  May 2005 - Apr 2010

  Mission Support Accountant

  • Responsibilities included providing advice and guidance to the USAFE MAJCOM on Financial Management Regulations (FMR), as well as interpretation of technical accounting and finance and other requirements implemented by public law, DOD directives and Air Force directives. • Worked directly with United States Air Force-Europe (USAFE) staff and provided financial management support, guidance and subject matter expertise to include developing, revising and coordinating accounting and finance procedures and systems within USAFE Financial Management (FM). • Tracked, maintained, and reported on the obligation status of all funding. • Coordinated with USAFE financial system managers and personnel to discuss and resolve any issues pertaining to accounting and finance.• Provided year end assistance to USAFE base Budget and Accounting Liaison Offices, as well as obligating for DFAS, resulting in smooth year end close-outs. • Some of the systems used were: Command Resource Integrated System, Integrated Accounts Payable System, General Accounting Finance System, On-Line Report Viewing, Electronic Data Management/Electronic File Room and Electronic Document Access. • Worked extensively with WAWF, as the USAFE MAJCOM Wide Area Workflow (WAWF) Group Area Manager (GAM) and Pay Official for DFAS. Provided training and assistance to all base GAMs, Contracting Offices, and Commercial Vendors on the proper use of WAWF. Show less

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  US Army

  May 2010 - now

  • Responsible for supervising the development and performance of four Accountants and one Auditor. • Responsible for ensuring the correct interpretation and implementation of all financial and regulatory requirements by serviced activities.• Researches regulations and other appropriate source material to resolve policy questions identified by services activities.• Issues appropriate directive guidance, directs actions to be taken and resolves procedural problems.• Coordinates regularly with counterpart personnel at DA, ASA (FM&C), OSD and DFAS level for resolving policy issues.• Provides advice to management concerning guidelines and public law, such as the Federal managers Financial Integrity Act (FMFIA, the Chief Financial Officers (CFO) Act, and other related fiscal guidance.• Responsible for supervising employees involved in the application of accounting principles, theories, concepts and practices to a wide variety of difficult problems.• Establishes standards of performance and evaluates subordinates against accepted standards.• Identifies developmental and training needs of employees.• Oversees the execution of the most complex analysis and evaluations related to all aspects of auditing and accounting.• Applies a comprehensive knowledge of audit analysis/reporting requirements, and work processes to identify management problems.• Verifies proper use of funds and monitors status of financial activity to preclude or detect violations of government or other funding limitations.• Oversees an audit program based upon applying Government Auditing Standards and a wide range of current audit techniques in gathering, documenting and summarizing data. Show less • Established, implemented, and monitored internal control procedures in accordance with AR 11-2 and other appropriate guidance.• Provided management oversight of subordinates regarding assigned program initiatives, to ensure effective program implementation and consistency with existing policies on a long-term basis.• Developed and input data for the Program Objective Memorandum (POM) submission for the Headquarters' Operation and Maintenance, Army (OMA) Sub-Activity Groups (SAGs).• Responsible for overseeing year-end close out activities for the PEO.• Ensured an average of $2B in expiring funds were closed with a 100% obligation rate.• Regularly tracked unliquidated obligations and requested funds pull back whenever possible.• Redirected recuperated funds towards current requirements.• Identified variances from original spend plans and reallocated resources whenever necessary.• Initiated BTRs when UFRs were submitted to ensure Programs are able to meet the mission.• Provided expert consultant services to PM management to identify program shortfalls in terms of program objectives, budgetary requirements or recommending major program redirection or work around.• Responsible for ensuring integration of programs/initiatives with PEO/PM and DA goals and objectives.• Established program goals and objectives, developed resource estimates, and determined resource allocations for the organization.• Served as an expert advisor on efficiency and effectiveness of financial operations and regularly briefed senior leadership on the execution status of the Headquarters.• Responsible for the overall planning, direction, and success of substantial programs, systems development efforts, acquisition, and research and development technology initiatives that have great significance to the PEO/PM and/or DA.• Developed and promulgated new business processes to support the overall auditability of the program office. Show less • Established, implemented, and monitored internal control procedures in accordance with AR 11-2 and other appropriate guidance.• Provided expert consultant services to PM management to identify program shortfalls in terms of program objectives, budgetary requirements or recommending major program redirection or work around.• Provided management oversight of subordinates regarding assigned program initiatives, to ensure effective program implementation and consistency with existing policies on a long-term basis.• Developed financial strategy for the execution of multiple ACAT ID through ACAT III programs to include ACAT reviews.• Served as expert FM advisor to the PM regarding the status, efficiency, and effectiveness of all levels of programs.• Planned, established, and participated in the control and responsibility for the formulation, presentation, and execution of PM programs. Reviewed and validated all variance reports before submitting to the PEO BMD.• Financial manager of ACAT ID programs; ACAT II programs; ACATIII programs; and non-program of records during multiple stages of the acquisition life cycle.• Established internal methods and procedures to ensure adequate funds control and effective execution of appropriations made available to the PM.• Directed personnel in performing analysis, evaluation, execution/obligation, and tracking of program funding requirements. Tracked, maintained, and reported on the obligation status of all programs and customer funding. • Prepared and analyzed monthly disbursement report for all PM WIN-T RDT&E funded programs and identified documents that were under performing and in danger of being de-obligated.• Performed extensive coordination within the PM and with higher HQS relative to budget formulation, justification, and execution.• Developed budget and manpower requirements and determined the amount of funding, resources and other support needed. Show less • Developed financial strategy for the execution of two ACAT ID Programs to include ACAT reviews.• Financial manager of ACAT ID programs, WIN-T Increment 2 and Increment 3 during multiple stages of the acquisition life cycle. Ensured Congressional marks/language were adhered too when submitting spend plans.• Managed over $200M of Research, Development, Test and Evaluation (RDT&E) of Increment 3 dollars through the Engineering & Manufacturing Development (EMD) phase. • Consistently met or exceeded OSD execution goals for all assigned programs• Administered and certified Transportation Activity Codes (TAC) and certified all shipments through Power Track.• Prepared and analyzed monthly disbursement report for all PM WIN-T RDT&E funded programs and identified documents that were under performing and in danger of being de-obligated.• Duties included using my comprehensive knowledge of the DOD Planning, Programming and Budgeting Execution System (PPBES), its process, products terminology and guidance documents (Program Objective memorandum (POM), Five Year Defense Plan (FYDP) and Defense Guidance.• Planned, directed and executed actions required to formulate, develop, coordinate and implement policies and guidelines governing the designated funding appropriation portion of major programs, Research, Development, Test and Evaluation (RDTE), Operations and Maintenance, Army (OMA), Operations and Maintenance and Army Procurement Appropriations (APA).• Exercised budget controls through review and approval of the obligation and expenditure of funds to include payment of personnel salaries, travel, and expenses.• Recommended adjustments within budget line items in response to changes in programs, staffing levels and/or funds availability.• Reviewed work progress in terms of results expected versus results obtained, based on operating reports, degree of production within the PM, schedules, priorities, resources, and objectives. 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  • Chief, Managerial Accounting Division

    Jul 2018 - now

  • Chief Budget Analysis Branch

    Oct 2014 - Jun 2018

  • Financial Management Branch Chief

    Feb 2012 - Sept 2014

  • Budget Analyst

    May 2010 - Jan 2012