Experience

OPTiMO Information Technology
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Accounting Controller

  • Feb 2021 - Present


Milagros USA llc

• Principal Owner

  • Jan 2016 - Present

  Appomattox County, Virginia, United States Milagros USA llc acquired the well established ongoing clients of Priority Tax and Milagros Enterprises. For more than 20 years, the prior owner provided tax, business services, and immigration services to these clients. The acquisition has allowed us to merge the prior consulting activities of EZ Operations llc with a well established client base allowing us to expand our offerings. We are one of the larger income tax return efilers for individuals and small businesses in the Alexandria… Show more Milagros USA llc acquired the well established ongoing clients of Priority Tax and Milagros Enterprises. For more than 20 years, the prior owner provided tax, business services, and immigration services to these clients. The acquisition has allowed us to merge the prior consulting activities of EZ Operations llc with a well established client base allowing us to expand our offerings. We are one of the larger income tax return efilers for individuals and small businesses in the Alexandria marketplace. In addition to our full spectrum of tax related services, Milagros USA llc provides a wide range of small business services. These include: entity creation, strategic planning, budgeting, IT automation, full service bookkeeping, business license application and renewal, sales tax, inventory, and various consulting and analysis. Our staff are bi-lingual and fluent in both English and Spanish. We provide multiple immigration services assisting with completion of various forms that include: DACA, Green Card, Family Petition, TPS, Parole, and consultation. We do not provide legal advice or legal representation. In addition, we provide translation services, copy, fax, scan, notary, and various consulting services. Bringing to the company my experience and skills in government contracting, systems automation, and financial analysis enhance the companies ability to provide even more to existing and potential clients. Show less



Brigham Young University - Idaho

• United States
• Higher Education
• 700 & Above Employee

• Online Instructor

  • Dec 2019 - Apr 2022

  Remote Teaching the ACCTG 205 - Accounting Software course for the BYU-I Online program.



Southern Virginia University

• United States
• Higher Education
• 300 - 400 Employee

• Assistant Professor Of Accounting

  • Jul 2019 - Jul 2020

  Buena Vista, VA Accounting & Business course instruction Expansion of Accounting course offerings Development of GovCon Finance/Accounting concentration Faculty Adviser - Chi Epsilon Omega Business Honors Society Faculty Sponsor - Excelerator Club (Excel skills) Faculty Mentor - Movie Knight (on-campus movie theater venture run by students)



EZ Operations LLC

• CEO

  • Jul 2014 - Jan 2016

  Loudoun County, VA Back office administration is a challenge for gov con small businesses. Many small businesses are started by talented professionals - experts in what they offer. They can win work. But, the challenges of accounting, payroll, benefits, HR, recruiting, IT, facilities, procurement, security, contracts, treasury, etc. are often daunting to say the least. These valiant entrepreneurs may have had some exposure to a few of these back office functions, but in large part this area is foreign… Show more Back office administration is a challenge for gov con small businesses. Many small businesses are started by talented professionals - experts in what they offer. They can win work. But, the challenges of accounting, payroll, benefits, HR, recruiting, IT, facilities, procurement, security, contracts, treasury, etc. are often daunting to say the least. These valiant entrepreneurs may have had some exposure to a few of these back office functions, but in large part this area is foreign territory. The typical solution: Hire consultants to address these needs when there is an issue and ignore these functions as much as possible the rest of the time. There are several problems with this model. The most obvious though, being high out-of-pocket consultant fees, is not the most significant. The real problem is lack of coordinated effort and lack of common objective. These experts work independently of each other and miss leveraging efforts that can better serve the company. Also, their primary objective is to increase billings. There is no direct benefit to them if the company grows. EZ Operations LLC was founded by me to create a new paradigm in this market. Instead of hiring experts from multiple sources, hire one company to do it all. Instead of hourly billings, a partnership in success that ensure we are vested in your success and growth. Instead of recreating winning processes have those in place for you. Business as a service (BAAS) is the next evolution in the business world. We are just getting started and putting in place all of the tools to provide a turn-key option for small businesses. Please contact me for more information. Show less



Navanti Group LLC

• CFO

  • Jul 2013 - Jul 2014

  Arlington, VA • Moved all accounting functions, payroll, and benefits in-house saving $400k annually • Company growth from 45 to 85 employees • Set-up company 401k plan, telework program, 9/80 flex schedule, bi-weekly vs. semi-monthly payroll, banked holiday program • Created multiple cost pools for fringe and OH • Established multiple benefit classes for CONUS and OCONUS employees • Oversaw creation and automation of budget data in accounting system • Moved to a paperless environment for… Show more • Moved all accounting functions, payroll, and benefits in-house saving $400k annually • Company growth from 45 to 85 employees • Set-up company 401k plan, telework program, 9/80 flex schedule, bi-weekly vs. semi-monthly payroll, banked holiday program • Created multiple cost pools for fringe and OH • Established multiple benefit classes for CONUS and OCONUS employees • Oversaw creation and automation of budget data in accounting system • Moved to a paperless environment for all accounting functions (all payments, invoices, billings, expense reports, etc. done electronically) • Lead company's first ever financial statement audit with no adjustments required • Hired and trained staff of three • Created processes to ensure all BS accounts are reconciled monthly • Established a 5-4-4 accounting calendar to facilitate budget/forecast, variance analysis, and cross period comparability • Performed analysis to establish target rates for indirect costs as well as establish fully burdened hourly labor rates. • Full cash management including doubling access to growth capital via increased company LOC • Established online cash management processes to minimize exposure to errors Show less



Evolvent

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• CFO

  • Feb 2011 - Nov 2012

  Herndon, VA - Perform post acquisition integration efforts including purchase accounting and working capital analysis - Negotiated with primary investor for additional $1.5 Million - Key functions reporting to me include contracts, procurement, program finance, budgeting, payroll, general accounting, and billing - team of eleven with 3 direct reports - Primary point of contact for due diligence information schedules, financial presentations, resulting in successful acquisition for premium… Show more - Perform post acquisition integration efforts including purchase accounting and working capital analysis - Negotiated with primary investor for additional $1.5 Million - Key functions reporting to me include contracts, procurement, program finance, budgeting, payroll, general accounting, and billing - team of eleven with 3 direct reports - Primary point of contact for due diligence information schedules, financial presentations, resulting in successful acquisition for premium price - Implementation of multiple controls related to budgeting, procurement, travel, timekeeping, and indirect spend - Completed the process of moving all accounting functions “In-house” reducing close processing 2 ½ weeks - Successfully completed/submitted 3 years of past due Incurred Cost Submissions to DCAA within first 2 months - Performed cash management interfacing directly with key banking partner and primary investor Show less



QinetiQ North America

• Defense & Space
• 1 - 100 Employee

• VP of Finance/Controller

  • Jul 2009 - Nov 2010

  Fairfax, VA • Group revenue of $565M with 3,000 employees; QNA total of $1.2 B with 6,000 employees • Lead team of 15 with 4 direct reports covering billing, collections, revenue recognition, process and control implementation, group G/L, performance reporting, group monthly close process, A/P control compliance, DCAA audit compliance, financial audit coordination, custom reporting needs for the Mission Solutions Group • Enhanced billing processes resulting in a reduction of 11 days… Show more • Group revenue of $565M with 3,000 employees; QNA total of $1.2 B with 6,000 employees • Lead team of 15 with 4 direct reports covering billing, collections, revenue recognition, process and control implementation, group G/L, performance reporting, group monthly close process, A/P control compliance, DCAA audit compliance, financial audit coordination, custom reporting needs for the Mission Solutions Group • Enhanced billing processes resulting in a reduction of 11 days DSO • Execution of daily floor check function and monitoring reducing the error rate from 30% to 6% • Documentation of group policy and procedures to ensure DCAA compliance • Primary management of the purchase accounting for 2 acquisitions ($10 M and $50 M in revenues) and integration into the corporate Costpoint database • Completion of valuation requirements including internal valuation of Deferred Revenues • CostPoint environment: o Mapping of internal controls to DCAA audit procedures and enhancing internal controls as needed o Execution of group-wide training for 3,000 employees related to timesheet policy and procedures o Review of sub-time system establishing key requirements and defining solution options o Defined standard usage of contract set-up fields o Review of system access to implement roles based rights o Reconciliation standardization/clean-up (15 acquisitions in 4 years with many old unresolved reconciling items) o Established group disbursements authorization control team ensuring compliance with policy Show less



Harris Corporation (Harris IT Services)

• Accounting Manager

  • Jul 2007 - Apr 2009

  Sterling, VA • Integrated a $400 Million acquisition as the Accounting Manager with a staff of 18, including General Accounting, Accounts Receivable, Billing, Payroll, Fixed Assets, and A/P • Ensured SOX compliance by developing, documenting, and testing all key controls (passed/no exceptions) • Streamlined the close process from 2 weeks to ½ day completing all required statements and support schedules • Assisted in the conversion from Deltek GCS and PeopleSoft 7.53 to PeopleSoft 9.0

• Senior Internal Auditor

  • Jun 2004 - Jul 2007

  Melbourne, FL • Worked with a $100 million classified program (800 employees, 50+ locations, 300,000+ assets) establishing controls resulting in SOX 404 with no exceptions – required 90% travel • Performed COSO based risk assessment, process analysis, process documentation, identification of key controls, and control testing for multiple business units • Field assessment and testing performed in CA, IL, NY, NC, FL, VA, CO, and Quebec, Canada



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Senior Financial Auditor

  • Jan 2001 - Apr 2004

  Palo Alto, CA & Nashville, TN INDUSTRY EXPERIENCE INCLUDED: PHARMACEUTICAL, TELECOM-FIBER OPTICS, GOVERNMENT CONTRACTING SOFTWARE, BIOTECH AND MANUFACTURING. • Review public client filings (10K, 10Q, etc.) for completeness, accuracy, and proper disclosure • Rated in top 10% of seniors in performance reviews