SUMMARY:

• Confidential has more than 30 years of financial and operational experience in the for - profit and nonprofit arenas.
• This includes human resources (HR) and benefit negotiations, information technology (IT), procurement, and facility management and construction.
• In addition, his expertise includes public accounting; audit requirements for Defense Contract Audit Agency ( Confidential ) and other Federal grants worth more than $60 million; experience with Confidential and Office of Management and Budget (OMB) Circular A-133 audits, both as auditor and auditee; and compliance with Federal Acquisition Regulation (FAR) and Confidential Circulars A-110 and A-122 (now known as the Super Circular).
• Confidential offers a track record of developing multi-level budgeting and analysis, including 10 years with Confidential Company ( Confidential ).
• His tenure at Confidential included working with international, multi-level and inter-related corporations.
• He served in the position of Corporate Auditor conducting compliance, operational, and financial audits.
• This expertise has been used to assist several nonprofit organizations implement a bottom-up approach to budgeting to ensure accomplishment of strategic and operational goals, including turnaround situations from $2 million deficits to $3 million surplus.

PROFESSIONAL SKILLS:

• Accounting
• Audits
• Finance
• Organizational Functioning
• Taxes
• Business Turn - around

SOFTWARE SKILLS:

• AccPac
• ATB
• Costpoint/Deltek
• FRx Report Generator
• J.D. Edwards AS400
• Macola
• MAS 200
• Microsoft Office Professional 2010
• Peachtree Accounting
• Perfect Balance
• ProSeries
• Quickbooks
• Real World
• Tax Simple

PROFESSIONAL EXPERIENCE:

Confidential, Baltimore, Maryland

Interim Chief Financial Officer

Responsibilities:

• Served as Interim Chief Financial Officer (CFO)/Chief Operating Officer (COO).
• Obtained a "Clean Audit Opinion" on financial statements for a $70 million health care non-profit organization; implemented new budget procedures; assisted in reorganization of leadership team; provided new procedures on benefits reporting; and assisted in hiring of permanent CFO.
• Served as liaison to the board of Directors' audit and finance committee. In one year operatons went from a $553,000 deficit to a $336,000 surplus, while experiencing funding cuts.

Confidential, New York, New York

Accountant

Responsibilities:

• Provided pro-bono services to establish new financial reporting at request of Board of Directors.
• Working with Treasurer and Corporate General Counsel, updated federal and state tax reporting and financial policies and procedures.
• Also provided training to National Board of Directors in fiscal and fiduciary responsibilities.

Confidential, Silver Spring, Maryland

Fiscal Review Field Lead

Responsibilities:

• Review Field Lead/Content Area Lead, Fiscal Integrity / Confidential 2015.
• Served as the subject matter expert in the fiscal content area of the current monitoring process, and serves as the assigned primary point of contact for reviewers during each grantee’s on-site monitoring review event as designated by the Office of Head Start ( Confidential ).
• Facilitates the on-site review event evidence collection and analysis, post - site phases of the monitoring review process according to the Confidential monitoring system, Confidential and Confidential policies and procedures; submits the preliminary review report to Report Analysis and responds to questions or any other requests made by Report Analysis or Confidential . Communicate and debrief with multiple consultant reviewers
• Monitoring Coordinators, Subject Matter Experts, respective Grantees and other stakeholders as required.
• Assist in the preparation of training, technical materials and processes designed to standardize and enhance the monitoring review process.
• Adhere to the standardized methodology of the monitoring protocols and procedures.
• Served as Field Assessor to support Reviewer Management in assessing the reliability of Reviewers.

Confidential, Washington, DC

Chief Financial Officer

Responsibilities:

• Served as CFO during transition period resulting from retirements of former CEO, COO and CFO.
• Assisted in hiring of new CEO and provided training of internal candidate's promotion to CFO.
• Confidential provided holistic financial oversight to a $30 million nonprofit organization serving persons with disabilities in Tennessee, Virginia, Pennsylvania, and the District of Columbia, with particular emphasis on Medicaid-based billing for services in four states.
• He also served as liaison to the board of trustees’ audit and finance and investment committees.
• His major accomplishments included: leading a deficit-to-surplus turnaround during his first 10 months; implementing discipline for cash flow management; establishing new line of credit with national bank ($2.5 million); obtaining an unmodified (clean) audit opinion for financial audit; upgrading the company’s 7-year-old accounting system; and providing risk and strategic guidance during merger with another organization.

Confidential, Washington, DC

CFO

Responsibilities:

• He also provided supervision for a $7 million profit-and-loss call center operation.
• Confidential ’s major accomplishments included receiving four unqualified audit opinions acquiring line of credit ($10 million) and construction financing ($2 million); and converting workmen’s compensation to self-insured basis, resulting in annual savings in excess of $500,000.
• He also converted fundraising activity to a national call center operation ($7 million) serving other organizations; provided leadership in successful construction of a $ 6 million, 40,000-square-foot multipurpose building; and implemented strategies to turn around a $3 million deficit to a $2 million surplus.
• Also lead successful accreditation with Confidential .

Confidential, Washington, DC

Vice President

Responsibilities:

• He held profit-and-loss responsibility for all Confidential clinics that interfaced with Confidential (70 percent of all operations revenue).
• He accomplished revenue growth during his tenure despite reduced grant revenue sources, through expansion, operational efficiency, new service offerings in family planning, and use of commercial health insurance contracts.
• His operational oversight duties included facility operations; site selection, maintenance, lease/purchase option negotiations, medical billing, opening and closing of clinics, and security.
• Confidential also served as liaison with medical staff, including overseeing staff work schedules and insurance credentialing.
• He negotiated third-party insurance reimbursement, laboratory service, and medical supply contracts, as well as headed accreditation and/or licensure process of medical services by the Planned Parenthood Federation of America ( Confidential ) and the Confidential, in addition to various D.C., Virginia, and Maryland health licensing agencies.
• Also established the first Medicaid Mental Health Program operation in the Confidential organization.

Confidential, Washington, DC

Executive Vice President/Chief Operating Officer

Responsibilities:

• Confidential was responsible for the operations of a premier community development organization in Ward 7 of the District of Columbia.
• Programs and services included housing, economic and business development, workforce development, and health and community services.
• Serving as second in command to the Chief Executive Officer/President, Confidential provided oversight of activities of Confidential ’s Housing and Economic Development and the Health and Human Services divisions.
• He also was responsible for Confidential ’s functional areas of finance and accounting, IT, HR, and procurement/contract negotiation.
• Established and implemented Medicaid Mental Health program with operating budget in excess of $2 million

Confidential, Washington, DC

Director of Finance

Responsibilities:

• He supervised in-house payroll with extensive Federal and other unions’ benefit plans.
• He also assisted in facilities management of company-owned office building and was responsible for facilities planning and supervision of Confidential ’s delegate convention (8,000 delegates and other attendees).
• Confidential was the liaison to Confidential ’s nationwide tax-exempt branches.
• He also supervised a staff of six.

Confidential, Washington, DC

Acting Controller

Responsibilities:

• Confidential was responsible for all accounting functions and consolidation of a publicly traded international telecommunications conglomerate.
• He reconciled intercompany receivables and payable; computed conversions of foreign operations’ financials into U.S. dollars for consolidations; and served as direct liaison to Confidential ’s public accounting firm and assisted in preparing year-end and quarterly reporting requirements.