Experience

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  • Director, Audit And Criminal Investigation
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  DC Government, Office of the CFO, Office of Tax...

  • Washington, DC

  • Director, Audit and Criminal Investigation

    • Aug 2020 - Present
    • Washington, DC

    Responsible for the daily direction and coordination of the operations of tax compliance administration.

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  Washington Nationals

  • Washington, District of Columbia, United States

  • Tarp Grounds Crew

    • Mar 2022 - Present
    • Washington, District of Columbia, United States

    The Tarp Crew staff assists in all duties that directly relate to field preparation and maintenance during Nationals' home games; pre- and post-game.

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  JPM Consulting & Tax Services, LLC

  • Arlington, VA

  • Managing Member

    • 2012 - Present
    • Arlington, VA

    I provide business and tax consulting services, including strategic and tax planning, succession development planning and tax compliance services, for nonprofit and for-profit businesses and organizations. Among the organizations I support are:Gryphon Diesel Engines, LLC, Chief Financial Officer:...

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  CAUSA Talent Source

  • Reston, VA

  • Partner

    • 2016 - Jan 2020
    • Reston, VA
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  Lescault and Walderman

  • Bethesda, MD

  • Director of Tax

    • Aug 2018 - Nov 2019
    • Bethesda, MD

    Overseeing all tax work for clients at this business consulting firm that specializes in working with small to medium businesses in the Washington DC, Maryland and Virginia region. We partner with our clients to ensure the selection and implementation of the ideal software solution, the design a...

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  Foresight CFO

  • Washington D.C. Metro Area

  • Chief Financial Officer

    • Nov 2016 - May 2018
    • Washington D.C. Metro Area

    The financial details of your business are one of the most important story lines of your path. We know how many complex variables can exist within your business model, therefore we start our process towards a partnership with building trust and getting to know you and your business before anythin...

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  Brightline Strategies

  • Alexandria, VA

  • Executive Vice President - Operational Assessments & Analytics

    • 2014 - Sep 2016
    • Alexandria, VA
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  Tatum, a Randstad company

  • United States
  • Business Consulting and Services
  • 500 - 600 Employee

  • Office Managing Partner, Mid-Atlantic

    • Mar 2014 - Dec 2014

    Tatum, a Randstad company, is the only national firm of experienced operating executives. We help companies maximize the Office of the CFO, the COO and the Chief Information Officer to create better outcomes and more value. Using a blend of executive services, management and advisory consulting on projects and executive search services that tap our firm's deep networks of finance and technology professionals, we meet client needs with strategic vision and execution to achieve client goals. Organizations of all sizes call Tatum when critical business challenges arise because they understand the urgency of NOW. With hundreds of partners in ten markets across the country, Tatum is ready when you need them. Tatum professionals are seasoned strategic, financial, and technology leaders with operating experience in a wide range of industries at all stages of business growth cycles. They know how to move quickly, objectively, and thoroughly, immediately integrating into client organizations to assess challenges, pursue opportunities, and mobilize resources to solve problems and achieve results. The skill to adapt quickly to client situations results from Tatum's ability to attract and retain experienced and talented operating finance and technology executives. Tatum is a preferred employer for talented executives who meet the requirements of the firm's rigorous selection process, and we continuously seek new executives who can serve our clients. To inquire about opportunities with Tatum, visit the Tatum Careers page at www.tatum-us.com. Specialties include: -IPO -Capital Raise -Strategic Planning -Transaction Advice -Audit Support -Performance Management -Process Improvement -Financial Reporting -Revenue Cycle Management -Acquisition Integration -Restructuring -Tech Project Salvage -Internal Audit/Controls -Risk Management -Restatements -S-Ox -IT Alignment -Systems Integration -Project Management Offices -System Selection & Implementation

  • Office Managing Partner, New York

    • Jan 2013 - Feb 2014

    As the interim Office Managing Partner, New York, I managed Tatum's NY Metro market to provide finance expertise and strategic analysis, planning and operating executive support to client organizations at critical points of transition and transformation. Specific results achieved included: * Increased office revenues 54% year over year, and nearly doubled the NY Metro Partner group. * September and December 2013 were the NY Metro office’s two highest revenue months since Tatum opened this office in 1999. * The NY Metro office had more revenue from technology engagements in 2013 than any other Tatum office.

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  Watkins Meegan LLC (Now part of CohnReznick LLP...

  • Bethesda, MD

  • Tax Director and Co-Lead of the Tax Practice

    • 2010 - 2012
    • Bethesda, MD

    I provided tax planning advice, tax compliance and audit defense services, as well as business consulting to increase the efficiency and productivity of in-house tax functions.At Watkins Meegan, they bring 37 years of experience and personal service to each engagement. They are expert business c...

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  Encompass Health (Previously HealthSouth Corpor...

  • Birmingham, Alabama Area

  • Senior Vice President, Finance - Tax

    • 2005 - 2010
    • Birmingham, Alabama Area

    I led the assembly and organization of data required to recover more than $600 million of federal and state income tax refunds, while also developing a robust, high-performing corporate tax function for the Company. I also supervised the Records Management function, oversaw the company's def...

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  Tatum

  • Vienna, VA

  • Partner

    • 2004 - 2006
    • Vienna, VA

    I rejoined Tatum in July 2012 as a Partner providing CFO services in the Mid-Atlantic market centered in Washington, DC through January 2013. See the summary of Tatum's practice and service offerings above. I worked on several client engagements with Tatum in these years, including service ...

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  Freddie Mac

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President - Finance

    • 1997 - 2003

    Intellectual Property Management: Started up function to protect the firm's intellectual property.Initiated processes and policies to protect intellectual property.Built a screening process for innovation, tripling annual applications for US patents.Mined company data to accelerate access to customer and vendor information from weeks to seconds.Negotiated $10 Million of software licensing contracts.Y2K Century Change: Turned around a floundering process change team overseeing corporate-wide disaster recovery plans and financial systems changes. Oversaw updating 370 finance systems for Y2K change (32 man years of work) and established corporate-wide disaster recovery plans.

  • Vice President - Corporate Tax

    • 1985 - 1997

    Helped Freddie Mac initially build and eventually led its corporate Tax Department, responsible for all income tax compliance and tax planning advice. First hire to start up the firm's corporate tax function to transition the then $16 Billion tax-exempt company to a taxable entity beginning in 1985. Became the Tax Department Head in 1989.After becoming department head, right-sized this function from 61 to 38 professionals.Successfully defended 92% of $2 Billion of audit adjustments asserted by the IRS. Resolved IRS audit issues that increased after-tax earnings $134 Million in 1994.Implemented performance incentives and training to initiate tax deferrals and savings from tax reporting that increased net income by $27 Million.

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  Arthur Andersen & Co., SC

  • Washington D.C. Metro Area

  • Tax Manager

    • 1978 - 1984
    • Washington D.C. Metro Area

    Joined the audit staff with responsibilities for auditing financial statements of utilities and banks; transferred to Tax in 1980 with responsibilities for tax planning and compliance for clients.Audit clients: Washington Gas Light, First American Bank and Continental TelephoneTax clients: real e...