Summary
Overview
Work History
Education
Skills
Timeline
Generic

Whitney Oswalt

West Columbia

Summary

Results-driven financial professional with significant experience in budget management and cost analysis. Known for collaborating effectively with cross-functional teams to ensure financial accuracy and strategic planning. Brings strong analytical abilities and proactive approach to addressing fiscal challenges.

Overview

11
11
years of professional experience

Work History

Budget Analyst

Lexington Health Inc
11.2022 - Current
  • Assisted in analyzing budget data to support financial planning and resource allocation.
  • Collaborated with departments to gather information for budget preparation and variance analysis.
  • Utilized spreadsheet software for tracking expenses and preparing budget reports.
  • Supported the development of financial forecasts by compiling historical data and trends.
  • Reviewed invoices and expense reports for accuracy and compliance with budgetary guidelines.
  • Participated in meetings to discuss budget proposals and provide input on financial priorities.
  • Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction.
  • Developed a new streamline inventory process.
  • Created a material tracking system that identifies and eliminated sources of significant material waste.
  • Collaborated with procurement and supply chain teams to conduct quarterly cost analysis, identifying ways to securing cost reduction opportunities through vendor negotiations and process improvements.

Senior Deputy Auditor

County of Lexington
11.2021 - 11.2022
  • Conducted comprehensive audits to ensure compliance with financial regulations and policies.
  • Identified discrepancies in financial records, enhancing accuracy and integrity of reporting.
  • Developed audit plans to assess operational efficiency within county departments.
  • Trained junior staff on auditing techniques and regulatory requirements for improved team performance.

Senior Accountant

County of Lexington
05.2014 - 11.2021
  • Managed monthly financial closing processes to ensure timely and accurate reporting.
  • Enhanced reconciliation procedures for accounts payable and receivable, improving accuracy.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Developed comprehensive business cases to support strategic initiatives and resource allocation.
  • Collaborated with cross-functional teams to gather insights and enhance project proposals.
  • Reduced overall project costs by conducting thorough cost analysis and identifying areas for improvement.

Education

MBA -

Columbia College
Columbia, MO
06-2025

Bachelor of Science - Accounting

Liberty University
Lynchburg, VA
10-2015

Skills

  • Budget planning
  • Report preparation
  • Monthly reporting
  • Budget forecasting
  • Cost monitoring
  • Variance reporting
  • Analyzing performance
  • Trend forecasting
  • Cost evaluation

Timeline

Budget Analyst

Lexington Health Inc
11.2022 - Current

Senior Deputy Auditor

County of Lexington
11.2021 - 11.2022

Senior Accountant

County of Lexington
05.2014 - 11.2021

MBA -

Columbia College

Bachelor of Science - Accounting

Liberty University

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Whitney Oswalt