case studies
Case Study 1
Transforming Financial & Operational Efficiency at OMHA
As a senior operations and financial leader, Kimberly Bannister delivered critical improvements across
budgeting, procurement, compliance, and strategic planning at the Office of Medicare Hearings and Appeals
(OMHA). Her leadership supported national modernization efforts, strengthened internal controls, and
positioned the agency for long-term success.
OMHA faced a variety of operational challenges, including:
- Managing a complex $60 million budget across five nationwide offices
- Outdated paper-based systems for procurement and travel
- Poor internal performance ratings and compliance risks
- Limited integration between finance, strategy, and mission execution
Budget & Financial Management
- Led development and execution of a $60M financial operating plan
- Achieved 99.78% budget obligation in FY 2007
- Aligned performance and funding for long-term planning and Congressional budget submissions
- Oversaw successful migration to the Unified Financial Management System (UFMS)
- Led the agency-wide transition from manual to electronic procurement via PRISM
- Spearheaded adoption of an internet-based travel system across five offices
- Guided the agency through the Program Assessment Rating Tool (PART) process
- Improved score from Results Not Demonstrated (2006) to Moderately Effective (2008)
- Provided strategic input for the development of OMHA’s five-year strategic plan
- Led design and implementation of OMHA’s Records Management Program
Internal Controls & Contract Oversight
- Directed OMHA’s A-123 internal controls program, improving expenditure tracking and fiscal compliance
- Served as project manager and COR for a $15M administrative and legal services contract
- Ensured agency-wide compliance across field offices and headquarters operations
The Impact:
- Modernized procurement, travel, and financial systems for 5 national offices
- Increased fiscal discipline and transparency with robust reporting and tracking
- Elevated agency performance ratings and strategic alignment
- Strengthened internal controls and audit readiness
- Fostered cross-agency collaboration for systems implementation and workforce training
Result:
Kimberly Bannister’s leadership helped OMHA achieve operational clarity, financial accountability, and
measurable performance improvements-laying the foundation for sustainable mission delivery and long-term
efficiency.
Case Study 2
Driving Financial Integrity & Compliance Across a Federal Department
Kimberly Bannister served as a principal advisor to the Office of Finance at the U.S. Department of Health
and Human Services (HHS), leading a department-wide effort to strengthen financial management, internal
controls, and compliance.
The Department needed to improve alignment with federal financial regulations, reduce audit risk, and
enhance visibility across its Operating Divisions (OPDIVs). Leadership also required a unified framework for
policy development, planning, and performance evaluation.
- Implemented and maintained internal controls in accordance with OMB Circular A-123
- Coordinated quarterly Corrective Action Plans (CAPs) tied to audit findings and FMFIA requirements
- Developed standardized financial management policies and procedures
- Led the creation of a department-wide strategic financial planning process with measurable performance
indicators - Provided support to OPDIV CFOs for planning and improvement initiatives
- Served as liaison with OMB, Treasury, and GSA on financial policy matters
The Impact:
- Achieved full compliance with OMB and FMFIA mandates
- Streamlined CAP submissions and strengthened audit readiness
- Improved consistency and efficiency in financial operations across all divisions
- Empowered leadership with better tools for evaluation and strategic planning
- Elevated the Department’s reputation for financial stewardship and integrity
Client Testimonial:
“Kimberly brought a level of operational and financial insight that transformed how we approached
compliance and internal controls. Her ability to balance policy, execution, and leadership made her an
invaluable asset to the Department. The improvements she led not only helped us pass audits with
confidence but also created a stronger, more accountable financial culture.”
– Deputy Chief Financial Officer, HHS
Case Study 3
Operational Excellence at the Office of National Security
Kimberly Bannister led a strategic transformation for the Office of National Security (ONS), serving as a
senior advisor across administration, budgeting, personnel, and IT functions. Faced with operational silos and
inefficiencies, she delivered integrated solutions that aligned resources with mission priorities.
- Streamlined administrative policies to improve resource utilization and service delivery
- Enhanced budget execution with performance tracking and financial planning tools
- Improved contractor performance and compliance as Contracting Officer’s Representative (COR)
- Reduced time-to-hire and strengthened workforce planning through process redesign
- Established performance metrics tied to strategic goals, improving agency-wide accountability
Results:
20% increase in budget efficiency
25% faster recruitment cycles
100% on-time contract deliverables
Elevated leadership and employee engagement through improved planning and communication
Kimberly’s leadership positioned ONS to operate with greater agility, clarity, and performance-demonstrating
the true value of operational excellence in government.