Chief Operating Officer

• May 2022 - Present

Highly specialized impact evaluations and economic analyses. Direct reports include Senior Director of Project Controls, Director of Operations, Senior Manager of Operations, Senior Director of Economics, and several International Research and Operations Analysts. Strategic advisor to founders and CEO. • Expanding internal capacity to oversee project profit, utilization, spend, and risks • Actively managing outsourced bookkeeping services, PEO, payroll, and onboarding services, and project reporting, procurement, corporate budget, and banking functions • Developed 2023 Annual Operating Budget and steered through Board of Directors approval • Developed and implemented rigorous cash flow forecasting and proposal pricing practices • Developed comprehensive policies and procedures for people, process and financial management Show less

Financial Planning and Analysis Manager

• Oct 2021 - Jan 2022

Private equity backed medical device sterility testing laboratory owned by Sotera Health. Reported to VP of FPA. Focused on Quality, Good Documentation Practices GDP, and Good Laboratory Practices GLP. • Harmonized global price lists across several wholly owned subsidiaries • Developed reports, color 2-axis graphs, and sorted, ranked tables using Excel, Dynamics CRM, CRM SQL, DAS Reports Now, and Power BI • Recorded monthly revenue recognition • Approved or denied sales discounts • Maintained item master records with contract pricing Show less

Chief Financial Officer

• Oct 2019 - May 2021

With employees worldwide, this firm required simultaneous, concurrent focus on daily management of financial operations (50%) and strategic contributions (50%) to due diligence matters including expeditious, compliant wind up and closure of several foreign entities. • Restructured, improved working capital position, rectified prior tax and compliance matters, closed foreign entities, and completed due diligence for 100% stock sale to a strategic buyer • Oversight of worldwide accounting, banking, procurement, payroll, benefits, insurance, contract administration, and tax matters • Sale of company at 14 times EBITDA (Non-GAAP) to a large Washington DC nonprofit • Increased average daily cash balances by 500%, outpacing 45% revenue growth • Reduced Cash Conversion time by 50%; established month end close procedures • Reduced intercompany debt and payable balances by 85% • Slashed disallowed interest costs by 50% • Architect of windup and closure of Foreign Corporations, slashing tax liability by 75% • Excellent auditor relationships; clean audit reports worldwide Show less

Chief Financial Officer

• Jun 2014 - Oct 2019

Federal contracts: Software, data integration/virtualization/storage, computers, unmanned aircraft in support of forest fire containment, capital asset management, and wildlife/herd management. • Implemented new strategies that increased earnings (EBITDA) 42% • Increased interest income earnings 1,000% and increased cash balances by over 300% • Designed and implemented the Safe Harbor 401K plan, slashing employee turnover 25% • Architect of FP&A business segmentation to support 300% revenue growth • Scaled growth from $50MM to $180MM revenue winning contracts with DoD, DOE, and DHS • Secured $100 million credit line, $20 million revolving line, and leases for solar, electric aircraft Show less

Bureau Chief, Financial Distribution Bureau, Administrative Services Division

• Jan 2013 - Jun 2014

• Distributed $7.5 billions of tax revenue and collected $8.1 billion cash annually • Expert review of 100+ Fiscal Impact Reports to the New Mexico Legislature • Primary point of contact for external CPA auditors • Prepared annual financial statements and Notes to financial statements • Prepared PBC items for OMB A133 Single Audit and financial statement audit • Distributed $7.5 billions of tax revenue and collected $8.1 billion cash annually • Expert review of 100+ Fiscal Impact Reports to the New Mexico Legislature • Primary point of contact for external CPA auditors • Prepared annual financial statements and Notes to financial statements • Prepared PBC items for OMB A133 Single Audit and financial statement audit

Finance Manager

• Apr 2011 - Dec 2012

Training Manager

• 2010 - 2011

Senior Budget Analyst

• 2004 - 2010