Optimizing Defense Financial Operations: How Automation and Data on DoD Platforms Achieve Audit-Ready Outcomes
2:00 PM - 3:15 PMWed
Crystal B Hall
Speakers
John Serrano
Director, Data Engineering and Analytics
Navaide
Kimberly "Kim" Hawley
Senior Consultant
Navaide
Defense financial teams are being asked to move faster, do more with fewer people, and still deliver audit-ready results while operating across disconnected legacy systems. In military pay and PCS execution, this creates trapped funds, exception-heavy reconciliations, and stressful month-end close cycles that delay mission-critical actions and pull staff from higher-value work. This session shares a practical, repeatable approach implemented with a high-volume military pay organization to modernize key workflows without waiting on a program-of-record replacement. Using DoD-trusted platforms already in place, we delivered modular automations and governed work queues that: (1) identified PCS de-obligation candidates to free approximately $50M in executable funds, (2) addressed hundreds of thousands of unmatched transactions annually to improve accuracy and traceability, and (3) streamlined month-end activities, returning roughly four full-time equivalent (FTE) staff capacity. We will walk through the military pay use case end-to-end (forecast/budget → execution/accounting → reconciliation) and show how the solution worked in practice—aligning authoritative data sources, standardizing identifiers, and operating within legacy and partner integration constraints. We will discuss the technology stack leveraged and how the modular design enables scalability across DoD financial workflows. Attendees will also learn how a practical trust model defined authoritative data, governed discrepancy adjudication, preserved essential human approvals, and produced audit-supportable evidence (lineage, approvals, and exception logs) as a byproduct of daily operations. Aligned to senior leader priorities on auditability, mission readiness, and workforce capacity, this session provides an actionable blueprint for unlocking funds, reducing manual effort, and strengthening audit supportability at scale. Learning Objectives: 1. Attendees will be able to describe the end-to-end financial workflow (forecast/budget → execution/accounting → reconciliation) and identify where automation and analytics deliver the highest operational and audit impact. 2. Attendees will be able to explain how a practical data trust model (authoritative sources, discrepancy adjudication, and human approval) supports audit-ready outcomes in complex, multi-system environments. 3. Attendees will be able to identify at least three actionable strategies for modernizing financial operations using existing DoD platforms without requiring a program-of-record system replacement.