PROFESSIONAL PROFILE SUMMARY

• Obtained extensive Confidential interpretation skills through in - depth, broad exposure to evaluating and consolidating (by NAICs Code/sub-industry) of hundreds of financial statements and SEC 10-K/10-Q disclosures for Fortune 500 and all asset levels of private/publically traded corporations, (e.g., mining, utilities, manufacturing, wholesale, retail), while producing federal GDP data. Extensive financial governance skills.
• Expert in compiling/analyzing corporate/federal MD&A sections of Annual Reports, CFO’s on critical financial matters.
• Provide auditing and accounting services as Senior Manager/Consultant for CPA Firm, preparing/analyzing quarterly and year-end audited financial statements, and directing Financial Planning & Analysis (FP&A) in compliance with FASB, FASAB, GAO, OMB, SEC, FERC; lead organizational accounting data mapping and develop technical solutions by re-engineering business processes.
• Achieved 12 years extensive and progressive experience in regulating federal financial management in a government-wide financial reporting/policy-making capacity: expertise in effectively creating financial governance models that are applicable to with responsibility to meet stringent federal regulatory financial management requirements (i.e., Congressional Statutes, SEC, FERC, and PBAOC).
• Subject Matter Expert (SME) in intra-governmental (Intra-entity) and audited federal Financial Statements, Closing Package, and GTAS reporting. Creator of Treasury’s Intra-governmental reconciliation tool used by all federal agencies (developed first TFM 4700: Intra-governmental Guidance). Rec’d numerous Special Awards.
• Possess excellent participative managerial, analytical, and organizational skills: Speaker at many large Financial Management /Executive leadership Forums, mostly as SME, e.g., JFMIP, Confidential and Treasury/FMS Conferences.

PROFESSIONAL EXPERIENCE

Confidential

Executive Senior Manager/ Quality Assurance)

Responsibilities:

• In an executive capacity reporting to the President/CEO, expanded client accounting technical oversight regarding the performance of financial reporting, accounting operation, GAAP interpretation and audit remediation (specializing in federal & Multi-national entities); produced quality assurance (QAR) & RM reviews.
• In coordination with the firm’s CIO, initiate IT solutions for publicly-held clients to more effectively comply with SEC 10-K, 10-Q reporting requirements; maximized outsourced CFO Services to small to mid-sized companies.
• Lead Firm’s forward-thinking business development efforts, while engaging in contract proposals and establishing cutting-edge approaches in meeting new regulatory requirements from an IT perspective.

Confidential

Senior Manager/Engagement Director

• Directed staff of accountants/auditors/managers in compiling quarterly & annual audited financial statements (AFR) for CFO level federal agencies (all unmodified opinion); eliminated $3.5 billion inter-federal differences.
• Produced SEC 10K, 10Q reports for publicly-held clients; generating & increasing contracted clientele base by introducing exceptional Sarbanes & Oxley Act 404 review services; improved gross profit margin by 17%
• Construct MD&A, while precisely emphasizing how strategic goals were met; CFO services to variety of Firms.
• Oversee G/L subsidiary reconciliation for transactions impacting A/R, A/P, P/R, and PP&E.
• Review and certify staff financial statement trend/flux analysis prior to auditor examination; performed QA.
• Lead remediation of significant auditor finding related to multi-billion dollar intra-governmental reporting differences with other federal entities; ensure compliance with SEC reporting requirements for impacted clients
• Review/approve issuance of SOPs and internal control process flows for various private-sector clients to ensure compliance with SOX statutory requirements. Led Firm’s strategic client growth planning; performed QAR

Confidential

Sr. Consultant

• Successfully lead accounting policy development engagements for Energy Regulatory agencies: DOE, FERC, NRC;
• Orchestrated revisions to Federal Energy Regulatory Commission, Energy Policy Act, 2005 financial reporting requirements for Confidential (Form No. 2-A and 3-Q Annual/Quarterly Reports).

Confidential

Accountant/Sr. Accountant

Responsibilities:

• Managed/maintained Treasury and Investment portfolio for publicly traded telephone/utility corporation; reported and improved cash flows; reconcile international/domestic cash reserves; evaluated and produced Federal, Multi-State Tax reporting; prepared G/L reconciliations, financial reports, i.e., Balance Sheet, P&L, Cash Flow, SEC 10K,Q.
• Served as advisor to CFO/Controller regarding tax compliance and short-term investment strategy.

Confidential

Sr. Advisor

Responsibilities:

• Established federal programs financial management direction by issuing Treasury Financial Manual (TFM) guidance;
• Devised metric/scorecard methodology; participated in, GAO, OMB, FASAB, and Treasury high-level meetings related to federal financial management; served on accounting standards promulgation committees;
• Directed staff of 28 in preparation of The Financial Report of the US, using GTAS, GFRS Closing Package;
• Advised and assisted OMB with constructing Circular A-136: government-wide Financial Reporting requirements;
• Received Outstanding Performance Award as the pro-active brain-trust/architect for development of web-based reconciliation/reporting tool(GTAS), transforming federal agencies ability to remediate $100’s billions differences;
• Liaison with GAO auditors regarding the audit of US Government Consolidated Financial Statements;
• Directed external audit of 24 CFO agencies financial statements, in addition to their Management Discussion and Analysis (MD&A) and Management Representations. Develop FP&A models to fund government-wide IT initiatives.

Confidential

Director, Financial Management Division

Responsibilities:

• Provided accounting oversight in intra-governmental budget formulation/execution/accounting, general ledger maintenance, monthly close and development of financial statements; led grants management, DCAA audit liaison, and cost forecasting in compliance with Federal Acquisition Regulations (FAR).
• Introduced new financial systems development to reduce considerable HR requirements, while accelerating access to billions of critical financial resources; Received Outstanding Performance Award; managed $1.8 billion budget.

Confidential

Sr. Accountant to Branch Chief:

• Performed analysis/reporting of federal investment/borrowing activity; published
• Managed financing and accounting treatment of over $2 Confidential Public Debt ; issued Federal Reserve Banking (FRB) Treasury regulatory accounting policy, while impacting the financial services industry; rec’d many awards;
• Analyzed Fortune 500 Statements and a cross-section of US corporations to formulate GDP data issued under the Department of Commerce; ensured financial reporting consistency with SEC reporting requirements (10-K, 10Q, 8-K); aggregated Quarterly and Annual Financial Statements by sub-class within mining, utilities, manufacturing, and wholesale/retail industries