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Click here or scroll down to respond to this candidateCandidate's Name
Silver Spring, Maryland Street Address
Tel. PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEEXECUTIVE SUMMARYAs a seasoned Senior Executive, I bring over 20 years of public and private professional leadership experience, both domestic and international, with proven results in finance and business acumen, innovation, communications, public-private partnerships, human resources, compliance, and business intelligence.PROFESSIONAL EXPERIENCEMarcum LLP, Washington, DC 9/2023 12/2023 Marcums Nonprofit and Social Sector Group is in Washington, DC. Marcum is a national accounting and advisory services firm with this group specializing in helping nonprofits achieve their goals.Special Projects Senior Manager Worked with multiple nonprofits to aide in strategic transformations, accounting, special projects and best practices management to achieve their goals and receive an approved NICRA.International Conservation Caucus Foundation, Washington, DC 2/2022 3/2023 International Conservation Caucus Foundation (ICCF) and ICCF Group headquarters are in Georgetown in Washington, DC. International non-profit for the advancement of Conservation governance both in the United States and internationally by building political will and providing on-the-ground solutions.Chief Financial OfficerProvided Headquarters support to local and international offices of more that 15 locations globally with more than 50 staff. The ICCF and ICCF Group combined average $15-20M in revenue per year.As a collaborative member of the C-suite, applied and executed strategic planning to project reliable cash flow, managed accounts payable using accounting software and other systems, secured banking relationship and modernized the overall effectiveness of the Finance Department and ICCF financial operations.Supported more than 20 ongoing programs, including USAID, with International Program Manager and increased visibility into expenses and reporting to grantors.Improved communications by strengthening relationships with grantors and international ICCF teams resulting insignificant growth in confidence of the new financial management team.Led major improvement efforts on the financial system, including, developed and improved the internal control on payment processes through studying a flow chart for transactions and performing accounting duties such as account maintenance; prepared and delivered reporting on resources expenses and budgeting; and, introduced new reconciliations at transaction level which reduced debt by more than 50%.International Eye Foundation, Kensington, MD 8/16- 5/2020International Eye Foundation's (IEF) headquarters is in Kensington, Maryland. A USAID sub-prime Technical Assistance Group (TAG) supporting an international office of 9 averaging $5-6M in revenue per year.Chief Financial OfficerOrganized global strategic planning and budgeting yearly with programs and divisions of IEF across 22 countries to produce operational and conceptual goals.Collaborated efforts with C-Suite to strengthen public partnerships and secured a prime contract with U.S. Agency for International Development for $11.4M over 5 years.Formalized a critical lasting relationship between IEF and a third-party IT vendor to overhaul and upgrade all information technology systems, which realized and guaranteed IEF connectivity across the globe on a uniform platform with 24/7 support within budget.Improved IEF fund raising communications for donor mailings through a new direct mail processing company and creative organization that enhanced social media, printing organization and creative services at a savings to IEF dedicated resources.Developed new streams of revenue via Internet, social media and networking that led to an increase in overall income and cyber footprint across the globe that also increased IEFs educational awareness for sight issues for the public.Organized and led the effort to upgrade and maintain a healthy working environment of IEFs office building in $115,000 project.Developed new policies and handbooks for implementation within the workplace that addressed every possible scenario that could arise in our modern local environment and globally.Conducted daily operations of the organizations finance, management operations, and audits.Robert Half Finance & Accounting, Washington, DC 01/15 10/15Robert Half is a company specializing in recruiting & staffing.Victory Fund/Victory Alliance/Victory Institute (Interim CFO)Victory Fund provides campaign, fundraising and communications support to LGBTQ+ candidates to increase the number of openly LGBTQ+ elected officials across the world.Maintained financial planning and Board reporting as part of executive leadership for a political action organization, as permitted by federal law for 501(c)3, 501(c)4, and 527 tax-exempt organizations.Developed cash flow and financial models for financial situations in the companies for Board of Directors.Controlled budgeting, accounts payable, analysis and advising to Board on all financial matters.Initiated, monitored and closed the audits, including any resolution activities.Through arrangements with vendors and accounts payable modeling, resolved and paid over 60% of debt during tenure with Victory Fund.Revised and updated corporate policies, protocols, and employee handbooks.Randstad Finance and Accounting 12/12- 1/14Randstad is a company specializing in recruiting & staffing. NPR & Catholic Charities USA (Interim Finance Manager)Catholic Charities USA is a 501(c)3 headquartered in Alexandria, Virginia. NPR is a 501(c)3 headquartered in Washington, DC.Prepared and monitored the Division budget of $40+ million and 14+ cost centers and capital budget; oversaw conformance to budget and advises the executives of variances from plan monthly.Led budgeting, analysis and advising activities for Vice Presidents and managers on financial matters.Developed cost estimates for special projects budgets.Created Continuity of Operations Manual for the Accounting & Finance Department.Developed allocation policies and procedures as well as other audit findings that were unaddressed.Designed Navision working guide for departments use in training and reference.Led teams to close the yearly audit for FY2013.Patient Centered Primary Care Collaborative (PCPCC), Washington, DC 9/11-2/12 Not-for-profit multi-stakeholder membership organization dedicated to advancing an effective and efficient patient centered medical home environment. PCPCC had revenue of $6M and 74 members.Director of Finance and AdministrationResolved audit discoveries within finance and administrative areas in their 501(c)3 and 501(c)6.Created accounting policies and procedures, internal controls and an affiliation agreement between the non-profits and an employee handbook that detailed all benefits and policies related to HR.Launched and managed the audit via an external firm that resulted in a significantly cleaner audit with no qualified findings compared to their previous years audit and delivered findings to the Board.Implemented new third-party payroll, 401k, and bank accounts; carried out a transition of all accounts within two months, giving them more transparency and the ability to be a paper free office.Managed office relocation, including procurement of all new office furniture for 1100 square foot office space for a staff of five with total savings of 20% realized.Reinstated corporations licenses to operate within the District of Columbia, as it had been revoked.Ensured full reconciliation of newly entered accounting in QuickBooks, as their system of record.Booz Allen Hamilton, Washington, DC 7/09-8/10 Booz Allen's headquarters is in McLean, Virginia. Booz Allen has revenue of $7.9B, and 26,100 employees.Defense Logistics Agency (Associate)Served as Subject Matter Expert in finance for the Federal Governments Defense Logistics Agency, an agency in the U.S. Department of Defense that provides combat logistics support.Performed financial reporting for corrective actions and environmental costs associated for clean up.Performed audit readiness to avoid risk of material misstatement of estimates for potential audits.Deloitte Consulting, Washington, DC 12/08-7/09Deloitte is a management consulting firm that provides audit, tax consulting, enterprise risk and financial advisory services for businesses. Deloitte has received a total of $25.9M in fundingU.S. Immigration and Customs Enforcement (Senior Consultant)Served as Subject Matter Expert in finance for the Federal Government.Managed U.S. Immigration and Customs Enforcement budget execution and formulation activities, including all monthly and quarterly reporting to Chief Financial Officer (CFO).Developed materials including office guidance, policies, handbooks, and job aids for the office of the CFO.Coordinated and managed budget formulation schedules that met agency deadlines for integrated planning guidance, POMS, Office of Management and Budget (OMB) Circular A-123, OMB Circular A-133, congressional justifications and questions for the record.Created training materials and conducted training for analysts on obligations, acquisitions, Federal Financial Management Systems, spend plan, contracting, Defense Contract Audit Agency regulations and Federal Acquisition Regulations/Defense Federal Acquisition Regulations Supplement in accordance with the U.S. General Services Administration schedules and law.EDUCATIONAL INSTITUTIONSTexas Christian University BBA Fort Worth, Texas May 1998ADDITIONAL EDUCATIONAL EMPHASIS AREASMicrosoft Word, Access, PowerPoint, Excel, Lawson, Business Intelligence Software, PeopleSoft,Quattro Pro, QuickBooks, Deltek, Dynamics, ERP systems, Sage, Payroll & 401k processing, CrystalReporting, Navision and International Money Transfers for Programs, SharePoint |
