Carly Wilfong

• Lead FA for AI Division, Director’s Office, and Chief Technology Office within the FP&A team. Conducts in-depth financial analysis, including variance analysis, rate projections, and key performance indicators. Prepares and presents regular financial reports for senior management and stakeholders, highlighted with key insights and recommendations. Leads the annual budgeting process, working closely with program directors and technical staff to develop accurate budget projections. Monitors the full life cycle of the program’s financial planning and management from initial budgeting through closeout. Develops long-term financial plans aligned with organization goals and objectives. Provides strategic financial guidance to senior leadership, supporting decision-making processes with data-driven insights.

Key Achievements:

• Nominated for AJ Award for Operational Excellence
• Lead the Analytics Community of Practice organized by the SEI with other FFRDC’s in attendance.

• FA for Software Solutions Division within the FP&A team. Supported Lead FA in providing monthly accurate and reliable data for program as well as provide accurate budgeting and monthly forecasting as per the approved budget/forecast schedule. Provided financial data in timely and correct fashion in support of audits. Processed funding moves, payroll redistributions and journal entries.

Key Achievements:

• Actively participated in the execution of OBI rollout to the programs, while creating all new reporting from scratch.
• Identified areas of potential risk by conducting thorough financial analysis of proposed investments or acquisitions.
• Revamped monthly budgeting process and reporting.
• Ensured internal customer needs were met.

• Essential representative tasked with assisting accounting department leadership regarding all types of accounting functions. Prepare and verify various accounting source documents such as profit and loss statements and submit them to senior accountant for final verification and finalization. Manage accurate master accounts by posting general ledger journal entries, checks, credit cards, EFTs, and cash payments correctly. Ensure standard accounting procedures such as customer quoting and billing standards are being met by meeting and receiving suggestions from senior officials such as director of operations and head of accounts department.

Key Achievements:

• Maintained an excellent accounts receivable aging resulting in a bonus award.
• Ensured accurate accounts payable/receivable management by entering correct codes and maintaining error-free invoices that are received from vendors.

• Conducted various research tasks for improving accounting functions such as carrier aging analysis. Managed invoices and memos properly by ensuring timely receive of invoices and appropriate payment habits.

Key Achievements:

• Prepared, updated, and managed various financial and accounting statements including carrier remittance statements.
• Maintained external communications with outside business agents including vendors, customers, and partners.