Jared Lambert

Budget Analyst

Madison, Alabama, United States

About

Provides first line of support for customer base and users of finance modules of ERP and EPM software. Always looking to challenge myself in resolving difficult problems and analyzing various data and trends.

Experience

  • Budget Analyst at U.S. Army Aviation and Missile Command
    Apr 2022 - Present · 4 yrs 3 mos

    • Develops multiple large-scale Power BI and Access applications with over one million records and 15 years of organization-wide financial transactions • Creates reports & dashboards utilizing customized user-input parameters based on continual feedback with all user groups and efficiently built to automate data refreshes daily • Routinely debriefs senior leadership executed dollar amounts consisting of purchase requests, travel data, and contractual obligations to ensure up-to-date information to support key funding decisions • Formulate, plan, defend, analyze, monitor, and execute annual operating budget of $ 60M from appropriations of Operations and Maintenance Army, Army Working Capital Funds, and Official Representation Funds • Contributes with yearly data reporting for Congressional reviews of operational sustainment of weapon systems providing historical data execution for analysis and decision-making support • Reconciles and investigates erroneous system notifications cross-referencing lines of accounting between financial systems for successful authorization and voucher transactions • Reviews budgetary travel documents for approximately 100+ different personnel and $500K annually across multiple organizations and coordinate in cross-organizational travel to meet mission requirements. • Acts as a subject matter expert on financial-related decisions and identifying key trends from historical data • Ensures policies and procedures are followed to ensure financial compliance and record keeping for auditability

  • Technical Support Engineer at insightsoftware
    Mar 2020 - Apr 2022 · 2 yrs 2 mos

    • Provided first line of support for customers utilizing ERP and EPM financial software including 24/7 on-call services • Company software products are primarily for tax, accounting, investing, financial planning, and financial reporting (balance sheets, income statements, period ending closure reports). Software produces reporting of analytics, budgeting, forecasting, consolidation, and tax solutions to provide customers with increased productivity, visibility, accuracy, and compliance • Resolve diverse problems by use of domain knowledge and experience of cloud-based and on-premise platforms • Responsible for providing exceptional support for Longview software customers working to troubleshoot, document issues and resolutions, and resolve technical issues within Salesforce • Collaborated cross-functionally with client services, development teams, software developers, and on-premises and cloud-based engineers to ensure quality service is provided to customers based on customer feedback • Assisted customers with software consisting of tax solutions, accounting, financial planning, financial reporting, balance sheets, income statements, period ending closure reports , budgeting, forecasting, and consolidation to provide customers with increased productivity, visibility, accuracy, and compliance • Exemplified “Core value winner of the Month” in September 2021 displaying a winning attitude and teamwork from a pool of 1,000 staff members • Prioritize, triage, and resolve issues in order of highest technical and business severity • Keep accurate records of customer interactions, case closures, and resolutions by documenting them in Salesforce • Met all personal productivity, efficiency, and quality metrics (up to 247% of target cases while maintaining a customer satisfaction rating - 9.1/10) • Personal interaction with several diverse industries (Deloitte, Ernst & Young, KPMG, Lockheed -Martin, Pfizer, Disney, Hasbro, Starbucks, Raytheon Technologies)

  • Customer Service Representative at Topgolf
    Nov 2017 - Mar 2020 · 2 yrs 5 mos

    • Part of initial staff and participated in Grand Opening • Trained new hires in Topgolf’s core values

  • Retail Associate at Red Wing Shoe Co.
    Aug 2017 - Nov 2017 · 4 mos

    • Tracked and recorded inventory to influence purchasing decisions of future supply • Sold $4,100 worth of product in 40 work hours. • Created store specific retail website (sales and inventory)

  • Computer Technician at Madison County Schools
    Jun 2014 - Aug 2014 · 3 mos

    • Re-organized physical equipment, doubling the available free space in storage facilities • Maintained server rooms and verified computer security settings • Installed appropriate software and indexed machines for 20 schools