Clifford Ko

Lead Analyst overseeing financial reporting, policy compliance, and data-driven decision support across regional operations using ERP systems, Google Apps, and MS Office.

Spearheaded implementation of a regional cost-tracking tool adopted nationally – improving forecasting accuracy for construction projects and ensuring compliance with budget timelines.

Designed an assessment sheet, that became the regional standard, reducing review errors b accelerating approvals, beating the national standard by 25%.

Automated dashboards and optimized Smartsheet workflows, reducing assignment cycle time by 20%.

Led data collection and ensured policy compliance using ERP platforms and Google Apps to reinforce data integrity.

Developed KPI dashboards and narrative business briefs with Google Apps Scripts to monitor program performance.

Delivered monthly KPI updates integrating cross-system data to support leadership decision-making.

Built financial models and data visualizations to identify trends, risks, and resource allocation opportunities for strategic planning.

Oversaw PMIS (Project Management Information System) migration – managing system administration, user acceptance testing (UAT), training, and issue resolution with full data integrity.

Served as PMIS liaison – troubleshooting technical issues and boosting user satisfaction through direct support.

Managed a daily project-tracking report to monitor fiscal performance (milestones, budgets, and data quality), enhancing transparency and reducing data-entry errors.

Championed end-user training sessions and stakeholder workshops to drive adoption and system consistency.

Facilitated system administration, troubleshooting, and stakeholder onboarding from kickoff to rollout – enhancing alignment and operational support.

Conducted internal audits to identify policy gaps, recommending corrective actions, and ensuring full compliance with federal rules and policy.

Authored PMO newsletters and training materials distributed to 200+ staff, increasing policy update engagement.

Led lease acquisitions and negotiations by managing contracts aligned with government and commercial requirements and supporting strategic budget decisions.

Leveraged LoopNet, Excel, and internal systems to benchmark market rent and lease rates – reducing overpayment risks and improving financial forecasting.

Prepared narrative budget justifications, integrating data from Excel and ERP systems to support leadership decision-making.

Managed project budgets and cost-containment strategies for tenant improvement and occupancy agreements, aligning estimates with agency funding capacity and long-term investment planning.

Advised stakeholders on leasing policy, space strategy, and compliance, enabling accurate capital budget decisions.

Directed RFP and lease procurement processes, crafting evaluation criteria, managing vendor proposals, and issuing final award determinations through formal selection frameworks.

Conducted on-site property inspections, enforced compliance, documented defects, and authorized deductions – maintaining facility standards and contract performance.

Enforced lease file governance, resolving contract exceptions and coordinating legal documents across field and central offices.

Led on-site Management Evaluation audits, ensuring compliance with regulations for SNAP-Ed, Outreach, & Program Access.

Conducted Program Access Reviews in WA and CA, identifying policy violations and drafting corrective action plans.

Managed $200M in federal grant awards, tracking budget allocations across nine states and ensuring regulatory compliance.

Evaluated and approved budget adjustment requests, resolving funding conflicts and driving alignment to federal guidelines.

Managed contract compliance audits, reviewing subcontractor agreements, agency manuals, and purchasing invoices.

Developed data-driven reports, integrating pivot tables and dashboards to track travel budgets and program expenditures.

Delivered training programs on SNAP-Ed policies, presenting to state agencies on budgeting and fiscal compliance.

Led quarterly stakeholder calls, providing policy guidance and fiscal training to state representatives on program requirements.

Authored audit reports and briefing documents, outlining findings, compliance gaps, and best practices for executive leadership.

Owned state reimbursement processes, tracking State Exchange Program (SEP) costs and compiling quarterly financial reports.

Processed Title II and XVI claims, resolving medical and non-medical eligibility issues for Social Security benefits.

Investigated benefit discrepancies, analyzing written and oral evidence to determine entitlement and reinstatement eligibility.

Resolved complex system alerts and adjudication exceptions, interpreting SSA policies to ensure accurate claim processing.

Conducted post-adjudicative adjustments, correcting overpayments, benefit conversions, and entitlement decisions.

Maintained one of the lowest pending queues in the unit, achieving over 90% accuracy and reducing reprocessing errors.

Provided direct assistance to beneficiaries, handling high-volume inquiries and delivering policy-based resolutions.

Trained and mentored new hires, reviewing transactions, providing feedback, and guiding them through case analysis.

Responded to congressional and inter-agency inquiries, resolving sensitive public relations issues with policy-driven solutions.

Developed and delivered training materials for new employees, streamlining onboarding and adherence to SSA procedures.