Professional Experience

Confidential

Lead Business Architect / Senior Business Analyst

• Joined TechTrend as the Lead Business Architect LBA and Senior Business Analyst SBA supporting their Federal client base on a number of business process management BPM transformation initiatives on large-scale, cross-functional processes incorporating change management, performance measurement, SLA's, data collection and analysis, financial reporting, enterprise resource planning ERP and customer resource management CRM .
• Currently deployed on the RSAC project of the USDA FS as a Team Lead and Senior Business Analyst engaging stakeholders in order to understand the structure, policies, access, security, 508, Pii and operations of its database schemas across the organizations 25 systems in order to recommend solutions that enable the organization to reduce redundancy, costs, and structure a single portal entry point to achieve its goals.

Confidential

Senior Business Analyst / Senior Applications Architect

Joined the Chief Information Office CIO of the Forest Service under Strategic Planning, Information Management and Architecture as the Senior Business Analysis SBA and Senior Applications Architect SAA . Assigned by the Assistant Director of the CIO to develop and implement a plan to comply with established Office of Management and Budget OMB , the Federal Enterprise Architecture FEA mandates, and clear findings from the Office of the Inspector General OIG audit report. The areas of concern were with OMB Shared First, OMB 300 and 53 reporting, Federal Enterprise Architect compliance, Technical Acquisitions, and Acquisition Approval Request process under Agar53. Review each major IT investment for 508 compliance, FISMA, NIST, network and cyber security, enterprise architecture, and other compliance guidelines established by OMB, FEA and USDA.

Selected Achievements

• Since developing the compliance process as the SAA, personally reviewed nearly .5 Billion in technical upgrades for 136 major IT investments within the Forest Service.
• Successfully brought Technical Acquisitions into compliance, cleared the OIG audit findings, and established a baseline for accurate OMB 300 and 53 reporting of major IT investments.
• Developed new software to track and monitor significant IT investments.
• Project Manager for multiple software development initiatives and migration efforts from Lotus Notes and other platforms to newer, sustainable platforms, including SalesForce, SharePoint, Adobe and InfoPath.

PROFESSIONAL EXPERIENCE

• Spearheaded business process re-engineering, requirements gathering, software design and development, and training and implementation.
• Provide full administrative direction for all SharePoint site development, compliance, and security.

Confidential

Systems Development and Financial Analysis Consultant

Senior Associate for Technology and Accounting

• Solutions oriented systems developer and financial analyst consultant with notable success directing a broad range of government IT initiatives while participating in planning and implementation of financial information-system solutions in direct support of business objectives. Completed assignment as the Lead SAP Security and Role Mapping team member for the conversion from the legacy system known as FFIS. Served as the Subject Matter Expert SME for 25 legacy candidate systems that needed to be integrated in SAP. Responsibilities included reporting financial transactions and performance metrics directly to the US Forest Service Chief Financial Officer and the Director of the ASC on a daily basis. Assisted the branch chiefs and managers of each department direct their workflow. Provided solutions for identified bottlenecks within their operations. Hands-on experience leading all stages of system development efforts, including gathering requirements, engaging stakeholders, SDLCs, design, architecture, testing, and support.
• Over the project life, supervised up to 30 consultants who performed business transformation functions. Assisted Branch Chiefs in their requirements gathering and development with stakeholders for business process improvement projects. Led SME and consultants assist the US Forest Service in responding to routine House Appropriations Sub-Committee on Investigations and other Congressional inquiries related to Travel and Payments.

Selected Achievements

• Hand-selected in 2011 by the CFO to assist the Budget and Finance Office of the Forest Service with Independent Auditors in a Forensic Accounting Project to reconcile over 4 Billion in assets which had puzzled staff for over two months. Within 14 days, successfully reconciled across three major systems the opening, closing, and change in asset values, and the Forest Service received their clean audit opinion. Additionally, reconciled opening balances back to the source system and prior audited financial statement. Involved personally developing statistical models that required validation by the University of New Mexico Statistics Department and Independent Auditors.
• Appointed to the Financial Management Modernization Implementation Team for the SAP / ERP Project in 2010. Tasked with the conversion from the Legacy Accounting System FFIS to SAP ECC 6.0. Assigned as Lead Security and Roles Mapping Specialist for the security segment of the conversion. Member of the Candidate Systems Conversion Team, responsible for the technical interface and functional design with the SAP for 23 interface systems. Assisted the Reporting Team create the reporting conversion plan, which entailed the collection of the reporting architecture and design elements of currently generated reports vital to daily operations of the US Forest Service.
• Accomplished the development of six web-based applications to relieve stress on both ASC and field staff, which now seamlessly handle over 750,000 transactions, further improving efficiency, reducing manpower, and containing costs.
• Established the Year-End Accruals process for Budget Execution utilizing expertise in year-end closing. Designed and built system allowing field access, enabling users to enter their year-end
• delivered and undelivered obligations. Eliminated paper and manual processing which enabled the ASC to process, review, and validate over 50,000 line items electronically with very little staff.
• Developed efficient process for US Forest Service Sustainable Operations, requiring the development first of special code and the utilization of special use software to extract data from 800,000 electronic bills per month from a third party vendor. Results allow the US Forest Service Sustainable Operations to now provide accurate data for 95 of its operations, instead of only 20 , enabling timely reporting to Congress, as required by the Greenhouse Gas Usage and Reductions Reporting Standard.
• Responded to requests to assist other areas within the US Forest Service, including AQM to resolve a technical issue with year-end inventory. Implemented special code written for this issue, saving them weeks of redoing work already expended.
• Developed an application code to assist with complex comparisons of FACTS I financial data submitted by every agency within the US Forest Service on a monthly basis.
• Over tenure, designed, developed, implemented, and maintained 52 financial desktop and web-based applications with Visual Basic, SQL, Oracle, Microsoft Excel Service, and Microsoft Access for all departments located at the Albuquerque Service Center Budget and Finance Center.
• Authored and implemented the financial statement policies/procedures for the quarterly and annual accruals of the USDA Forest Service adopted by USDA Forest Service Policies Office and the Independent Auditors KPMG .
• Developed and created database desktop reference guides and conducted training on each developed application.
• Assisted senior management with technical responses to Congressional Inquiries from the House Appropriations Sub-committee on Investigations for various US Forest Service Branch areas, including Payments, Grants, and Travel.
• Developed the requirements for the systems development and implementation to tie the internal database system to the Federal Financial Information System to reduce the efforts of keypunching into two separate systems utilizing similar information.
• Assisted management with preparation of audit samples, documentation, and data extracts for year-end financial statement audit of the US Forest Service.
• Routinely analyzed large quantity of data from Financial Data Warehouse and Financial Statement Data Warehouse, using ACL 9.
• Served as the Microsoft SharePoint Systems Administrator for the US Forest Service.

Confidential

Senior Financial Analyst and Staff Accountant

Responsible for overseeing 15 site offices in New York, Vermont, and Massachusetts. Performed internal auditing and testing required by Sarbanes Oxley for accounts payables, accounts receivables, cash management, inventory, payroll, property, plant, and equipment on a daily and quarterly basis. Performed general accounting functions, account reconciliation, general ledger accounting, adjusting journal entries, updating supplemental schedules to the general ledger, tax and depreciation calculations, and financial statement analysis of practice revenues and expenses.

Selected Achievements

• Prepared the consolidated financial statements for all 15 sites on a monthly basis.
• Developed Access Database Applications and Microsoft Excel Pivot tables to be used internally and externally by all site locations to assist Operations Director and Controller in data consolidation.
• Developed special uses software to monitor and maintain Sarbanes-Oxley compliance.

PROFESSIONAL EXPERIENCE

• Developed enhancements to improve the efficiency and effectiveness of the compliance and assessment process.
• Developed and produces presentations and reports relevant to Compliance project status, trends, and results.
• Ensure that the SOX documentation database is updated and maintained on an ongoing basis.

Confidential

International Financial Operations Consultant

Responsible for setting up overseas operations for the company in Europe, Asia, and Latin America for the import and export of raw materials used by government and commercial manufacturers.

Selected Achievements

• Led and hand picked the overseas management teams.
• Implemented cost accounting system, logistics, and materials procurement.
• Ensured compliance with international trade, exchange rates, tariffs, customs of import and exported goods.
• Won international contracts supplying manufactures with raw materials for their plant production.
• Established banking relations and letters of credit in foreign countries.

Confidential

Chief Operating Officer

Lead the company the accounting, financial management, technology, and staff. The company was in a down turn and losing clients through the bid process and was struggling to gain new clients. Developed a new and fresh approach to winning new clients through good will by offering free evaluations of their current contracts, claims and educating them on emerging changes in the industry with new technology, management reporting, restricting union contract benefits that provided clients a well managed program.

Selected Achievements

• Grew the company by 67 within the first year.
• Provided key advisory and analytical services to clients.
• Reduced overall company operating costs.
• Implemented new technology to manage client claims and provide meaning reports.

Confidential

Managing Partner

Full responsibility for providing technology services to clients. Prepared cost benefit analysis, arranged procurement of the infrastructure, and implemented the new systems. Developed and evaluated strategies for external accounting firms lacking technology support staff to migrate legacy systems to COTS and ERP solutions. Established a large accounting and technology consulting practice for small businesses, providing a means to manage business activities and reduce overhead costs through technological solutions. Following the completion of installations, managed the networks, software, websites, security, and training for clients. Firm was sub-contracted by regional Certified Public Accounting firms annuallyto perform data security and disaster recovery evaluations, audit testing, system compliance, and technology management opinion reports.

Confidential

Principal

• Managed a small accounting and tax client base as well as consult with regional municipal counties on their annual operations. Perform general accounting functions prepare Individual, Partnership, C/
• Corporation, Estate/Trust, and Not for Profit tax returns for small businesses. Prepare weekly payroll and related payroll tax reporting and sales tax reporting. Handle audits for workers compensation, disability, and tax matters with the Internal Revenue Service and New York State. Prepare clients' compilation financial statements, and documents for commercial and residential financing. Assist clients in business management decisions. Additionally, consult with clients regarding Information Technology Services, including development of special use software, web applications, network installation and monitoring, and IT services support and maintenance.

Confidential

Comptroller

Responsible for the allocation of government revenues and expenditures for each city department. Managed staff of 25 people. Prepared the annual budget and prepared the required annual reports for submission to the NYS Comptroller. Served as audit liaison for each City entity. Supported staff in conjunction with all independent audits. Prepared bid proposal specifications for the migration from a mainframe environment to a secured citywide network environment. Maintained oversight of all City Administered Benefits, including the Pension Plan.

Selected Achievements

• Held position of Chairman of the Industrial Development Agency and the Urban Renewal Agency, two agencies in-charge of revitalization of both the City Business Sector and Department of City Planning. Project entailed replacing all technology, financial systems, and manual processes, which allowed the City to downsize its workforce in every department.
• Negotiated Union Contracts.
• Established the General Purpose Financing.
• Worked with an external independent auditing firm to prepare the annual city audit and implement new technology.
• Oversaw the conversion of Legacy Mainframe Accounting System to a robust multi-server wide area network accounting system, using an SAP platform.

Confidential

Staff Accountant

• Performed general and formal accounting and tax functions, prepared financial statements, provided forecasting and consulting services, and managed the annual audits for large corporations. Designed, developed, and installed mainframe based accounting systems.
• Reviewed results and provide timely reporting and analysis of actual costs and variances to plan or
• other benchmarks to deliver quality cost assurance review.
• Balance sheet analysis, expense reporting and control reviews.
• Supported quarterly and annual tax reporting.
• Payroll and benefit reconciliations and research.
• Month-end close activities including account reconciliation review and other operational support.
• Delivered timely and accurate information related to special projects and ad hoc reporting as directed.
• Perform and support other strategic projects or analysis as needed.

Confidential

Payroll Supervisor

• Performed payroll and human resources functions, union contracts analysis, benefits administration, and tax reporting for company's main office and five sites in New York and New Jersey.
• Supervised in-house payroll.
• Ensured all payroll processes are executed accurately and timely.
• Resolved payroll issues and continuously look for improvements.
• Communicated and advised department managers and directors regarding wage and hour laws.
• Prepared all tax reporting documents and filed with federal, state, and local government.
• Analyzed union contracts to ensure we were in compliance.
• Participated in and reviewed employee benefits.
• Effectively coached/trained payroll staff.