Philip Ortiz

About Philip Ortiz

Experienced Accountant skilled in managing large volumes of financial transactions and ensuring compliance with federal laws and financial regulations. Proficient in using advanced accounting systems and spreadsheet programs to analyze and reconcile financial data in accordance with generally accepted accounting principles (GAAP). Demonstrated ability to lead projects, train team members, and provide actionable financial insights to senior leadership.In previous roles I have provided guidance and technical assistance regarding programmatic and fiscal grant requirements. I have an in-depth knowledge of the Workforce Innovation & Opportunity Act (WIOA), federal, state, and local workforce development programs, funding guidelines, and labor market & industry trends. Conduct on-site comprehensive grant reviews utilizing Excel reports and dashboards for tracking program effectiveness.Experienced in developing key project management documentation to support all phases of the project lifecycle.Able to multi-task efficiently in a fast-paced environment on multiple projects and has strong attention to detail. Proficient in financial analysis, budgeting, and forecasting. Able to demonstrate a good attitude and ability to work as a member of a team. Proficient with Microsoft Suite including Word, Excel, and Outlook. Experienced Financial Analyst with an in-depth Hospitality background | Strengths in Finance, Quantitative & Qualitative Analysis, Research, Due Diligence, Budgets/Forecasting, and Business Process Improvement Holds an active Secret clearanceBachelor\'s degree in Business Administration, Bachelor’s Degree in Finance5 years of experience in financial analysis for large-scale programs and operationsProficiency with Microsoft OfficeStrong analytical skills with Advanced knowledge of MS Excel, pivot tables, VLookUp, and SUM functions Areas of expertise include: Financial Reporting & Stakeholder Engagement Budgeting, Forecasting & Strategic Planning Month-End & Year-End Closing Grants management Risk Management Internal Controls & Compliance Non-profit accounting Profitability OptimizationTalks about #nonprofit #grants #grantmanagement #financialreporting#DD214GangPlease feel free to reach out to me via LinkedIn or email at p••••••••@gmail.com

Experience

1. Financial Analyst

   The Columbia Group

   Aug 2025 — Present · Alexandria, VA, US

   Monitor budget execution data to determine spending patterns and performance against plan budget execution milestones.• Develop project spend plans to manage contract funding, reconcile monthly with actuals, and identify variances and recommend corrective action.Provide financial management support to the Data Analytics Team in the acquisition of hardware and services for NAVSEA with a fiscal year budget of nearly $30 billionPrepare the U.S. Navy for required audit by Big Four accounting firmsDraft spreadsheets, reports, and conduct analysis for short and long-range budget requirements, including spend plan management and funds control tracking.• Analyze financials and prepare reports for senior leadership in Excel and PowerPoint.Create pivot tables and verify all numbersCreate Microsoft Excel sheets of records assigned to TCGidentify the large $ items in the month’s Unliquidated Obligation filesEnsure internal Quality Control processvlookup the record assignments and error information, then adjust Justified Balance / Balance as neededAttend program reviews, financial reviews and applicable meetings where budget/financial expertise is required and submit follow up reports.• Work closely with senior management and programmer analysts to develop, test, and enhance TCG proprietary financial management software (COBRA) and other tools and dashboards.

Education

• Coursera

  Google Project Management Certificate, Project Management

• University of Maryland

  Project Management

• Miami Dade College

  Rooms Division Specialist Certificate, Hospitality Administration/Management

  2016 — 2017

• U.S. Army Air Assault School

  Sling Load, Rappel and Air Assault Operations

  2002 — 2002

• Salesforce Military

  Trailhead Military by Salesforce

  2022 — 2022

• Nova Southeastern University

  Bachelor of Science (BS), Finance 💵 Business Administration 💵

  2007

Skills

• Program Management
• Customer Acquisition
• Hotels
• Hospitality Industry
• Entrepreneurship Education
• Problem Solving
• Business Planning
• Operations Management
• People Skills
• Social Networking
• Social Media Marketing
• Account Management
• Leadership
• Recruiting
• Tenacious Work Ethic
• Military
• Customer Service
• Networking
• Coaching
• Online Marketing
• Leadership Development
• Presentation Skills
• Public Speaking
• Community Building
• Business Continuity Planning
• Event Planning
• Organizational Leadership
• Motivational Speaking
• Community Organizing
• Community Outreach
• Team Building
• Training
• Logistics
• Customer Satisfaction
• Marketing
• Retirement Planning
• Team Leadership
• Network Marketing
• Troubleshooting
• Personal Development