Experience

McLean School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Chief Operating and Financial Officer

  • May 2016 - Present

  Responsible for the financial and operational health of this 60-plus year old independent, co-educational, college preparatory K-12 school serving the Washington, DC metropolitan area. Responsibilities include: * Financial Management/Oversight -- develop and manage the School's $16 million operating budget. Regularly monitor and analyze financial position and provide Head of School and Board of Trustees with financial reporting. Oversee all financial reporting activities to ensure legal and regulatory compliance. * Strategic Planning -- partner with and advise the Head of School on needs and opportunities in the areas of finance, investment, facilities planning, budget, debt management, risk management, and human resources. Lead the development and implementation of long-range strategic plans and financial models. * Management -- manage key banking, legal, and government relationships. Supervise operations of business office, facilities, and nursing staffs to ensure sound practices. * Human Resources -- serve as Human Resources Officer for over 130 faculty and staff.



Daniel Morgan Graduate School

• United States
• Higher Education
• 1 - 100 Employee

• Assistant Director Of Admissions

  • Feb 2016 - May 2016

  Developed and implemented DMA's first strategy to recruit students from New York metropolitan area and Washington-based nongovernmental organizations. Reported directly to President and Dean of Graduate Studies. Developed and implemented DMA's first strategy to recruit students from New York metropolitan area and Washington-based nongovernmental organizations. Reported directly to President and Dean of Graduate Studies.



National Strategy Information Center

• Chief Operating Officer/Executive Director

  • Jul 2000 - May 2015

  * Directed the implementation of NSIC's $2.5 million annual operating budget and its day-to-day implementation of pioneering research and education programs from initial conceptualization, through pilot testing, evaluation, and institutionalization. * Created with NSIC’s President an innovative $1.5 million annual project – Culture of Lawfulness Project – to strengthen democracy, human rights, and the rule of law in foreign societies as a positive alternative to crime and corruption. Traveled extensively in Central and South America and the Middle East to secure the cooperation of senior foreign government, law enforcement, civil society, and private sector partners. Project was recognized by the US Department of State, United Nations, World Bank, and Organization of American States as a pioneering and effective initiative. * Identified, hired, and developed professional staff of over 25 full time employees and consultants. Directed and mentored team on a daily basis to ensure programmatic quantitative and qualitative goals were met. Developed and oversaw implementation of HR and other organizational policies. * Led the preparation of hundreds of leaders and program managers in key governmental and nongovernmental agencies – including security and education sectors, mass media, private sector, and faith-based centers of moral authority – to sustain effective cross-sector and multi-sector programs. * Managed the development and implementation of process and impact evaluations to measure program impact and identify effective techniques.* Oversaw production of over 30 books, monographs, videos, and web-based products to broadly disseminate project findings to specialist and general audiences.

• Treasurer

  • Jun 1988 - May 2015

  * Over the past twenty years, helped to raise $40 million from private foundations and US government agencies (US Department of State, US Agency for International Development). Built and maintained relationships with senior foundation executives and government donors.* Was responsible for ensuring that all programmatic and financial grant reporting requirements were met. Prepared progress reports for directors and donors. * Responsible for developing and monitoring systems to ensure compliance with all donor restrictions, federal and state government requirements, and accounting procedures. Oversaw annual A-133 audit and preparation of nonprofit tax returns.

• Vice President

  • Jul 2012 - Apr 2015

  * Worked collaboratively with Board of Directors to set the organization’s strategic direction and annual plan of activities. Through one-on-one meetings, seminar presentations, and written products communicated that vision to key stakeholders in and outside the organization. * Negotiated over 20 formal and informal memoranda of understanding with partners to leverage their resources and reach.