Resume
Managerial, FinancE
SUMMARY:
Seasoned Managerial Finance, Operations and Strategy Integration ProfessionalHighly talented and accomplished, deliverables - driven problem-solver with strong analytical skills and penchant for organizing disparate details into actionable plans. Performing effectively within leadership teams and at the behest of corporate boards, have successfully executed enterprise change, turnaround and growth strategies. Twenty three years of cumulative general business acumen, management theory and practical knowledge applied to integrating strategy with and directing, coordinating and controlling the managerial finance and Confidential of domestic and international business units.
PROFESSIONAL EXPERIENCE:
Managerial Finance
Confidential
Responsibilities:
- Directed and managed all financial reporting, Confidential, banking relationships, audit compliance, budgeting, procurement and subcontracting relationships with no instance of other than unqualified opinion spanning 18 years as CFO or comparable role in both commercial and non-profit organizational environments.
- Established OMB A-133 compliant donor grant management & reporting system for international health financing organization. Developed indirect rate allocation framework and served as interface between Geneva-based home office, World Bank and U.S.-based finance division for initial multi-year compliance audit. Undertook translation of US to UK GAAP reporting with full reimbursement under cost-reimbursable agreements of over $90 million.
- Applied COSO framework to establish risk management plan encompassing risk identification, control objectives, control activities, risk responses and continuous risk assessment for international non-profit with extensive financial and programmatic risk exposure.
- Following going-concern disclosure by auditors, recruited to develop turnaround and debt-restructuring plan that resulted in 85 percent increase in annual revenues with 12 percent increase in pre-tax profit for commercial firm implementing development projects for USAID, World Bank and UNDP.
- Established branch office reporting controls and foreign project office program and financial operating policies and procedures; performing field audits as needed to mitigate risks and assure compliance.
- Facilitated annual independent and multi-year DCAA audits as well as oversight of flow-down requirements to principal and lower tier subcontractors. For small emerging-stage subcontractors with no prior Federal contracting experience, provided technical assistance to meet minimal standards for accounting system compliance.
Confidential
Pricing Strategy & Cost Recovery
Responsibilities:
- Responsible for all cost pricing strategy formulation, proposal development, coordination of subcontractor agreements, and quality control of initial and final bid responses.
- Coordinated, edited and finalized technical and business management proposals across all practice areas. Solely responsible for consolidating inputs from subject-matter experts and preparing offer that resulted in $12 million of multi-year USAID-sponsored contract award in West Africa.
- Negotiated re-structuring of indirect rate pools with cognizant agency, resulting in 10-15 percent decline in individual indirect rates with corresponding increase in overall cost recovery over 4-year performance period.
Confidential
Responsibilities:
- Responsible for collecting market intelligence and developing business case analysis in support of all commercial ventures identified under corporate diversification strategies
- Using capability maturity model integration tools, facilitated group decision-making to develop and implement strategic plan, resulting in stronger alignment between resources and organizational objectives as evidenced by 20 percent increase in revenues, 15 percent reduction in operating expenses, and financial audit compliance with less than 5 percent questioned costs and 100 percent compliance with donor conditions.
- Applied EOS™ organizational development methodology to facilitate leadership training exercises, resulting in increased employee satisfaction ratings and improved performance as measured by organizational performance reviews.
Confidential
Product/Service Design & Capital Formation
Responsibilities:
- Applying total quality management (TQM) methodology, facilitated focus groups of lenders, borrowers and other stakeholders using findings to develop attributes of securitized loan product and to design finance supply chain for insurance-backed sub-prime structured finance loan product. Defined business processes for origination, underwriting, funding and servicing to be undertaken by newly-formed specialty lending organization and secured $3 million in public seed capital financing.
- Created program infrastructure as subject-matter-expert for $1.5 billion U.S. Treasury state credit support initiative enabling agency to achieve 96 percent of program participation and compliance objectives. Practicing a high-level of confidentiality, provided technical assistance to states with newly formed or emerging credit support programs.
- As accounting subject-matter-expert, developed IFRS compliant accounting systems and operating budgets for former state-owned enterprises being converted into franchise business models in Russia under USAID-sponsored privatization initiative.
- Completed business case analysis and prepared business plan for commercial water desalinization project under joint venture with University of Delaware. Secured $2.5 million in equity investment from major insurance company.
- Developed business plan for multiple master franchise licensee business model, secured $1.5 million seed capital commitment and negotiated equity position of leading South African bank.
- Managed multi-disciplinary teams of subject matter experts that required continuous coordination between donor institutions and field teams concerning issues of labor migration, combatant reintegration into civil society, and small to medium-sized enterprise formation.
TECHNICAL SKILLS:
Deltek, Peachtree, Quickbooks Pro, Solomon, Great Plains, Microsoft Office Suite & MS Project, Visio
Subject Matter Expert-SME
Confidential, Washington, D.C
Responsibilities:
- Tasked to plan, implement, monitor and control $1.5 billion credit support financing program for states, U.S. territories and the District of Columbia
Outsource Controller and Project Manager
Confidential, Washington, DC
Responsibilities:
- Public Accounting Firm specializing in taxation, consulting, audit and outsource operational accounting for primarily public entities and non-profit organizations.
Consultant and Managing Director
Confidential, Germantown, MD
Responsibilities:
- Management consulting practice providing capital formation, strategic planning and business modeling for startup, early stage and mid-market firms.
- Served as Managing Director during educational sabbatical.
Chief Financial Officer
Confidential, Washington DC
Responsibilities:
- Mature government contractor with over 30 years of experience implementing domestic and global projects in several core practice areas that include employment training, higher education, homeland security policy, post conflict support, community development, occupational safety and program evaluation.
Vice President of Finance
Confidential, Washington, DC
Responsibilities:
- Emerging-stage government contractor specializing in using franchise technology as method for promoting the rapid formation of small to medium-sized enterprises and disseminating best-management practices within transition economies, principally among former Soviet states and in South Africa.
- Sibley maintained staff of twenty-five (25) employees including multiple teams of staff and consultants deployed overseas.
Vice President of Finance
Confidential
Responsibilities:
- Mature government contractor implementing projects via multi-disciplinary teams for domestic and international development agencies that included DOT, DOD, HHS and USAID, World Bank and UNDP.
