Experience

SAMSI

• United States
• Research Services
• 1 - 100 Employee

• Operations Director

  • Aug 2009 - Present

  I am the senior administrative person in the Institute, with all administrative personnel reporting to me. Responsible for budget management, currently $3.3M annually, spread over the three university partners, and for all financial reporting and coordination of the three university financial systems. Responsible for OIT matters, for administration of over a dozen conferences annually, with approximately 1,000 participants, for reporting to the NSF, for all personnel management and policy implementation, and general administrative management of the entity. Work closely with the faculty director and deputy director on implementing SAMSI research programs and developing new initiatives. Supervised the development of a new web site and a new database for management control and reporting.



Duke University

• United States
• Higher Education
• 700 & Above Employee

• Business Manager - Center for Clinical Health Policy

  • Aug 2008 - Aug 2009

  Managed the business and administrative aspects of the Center and served as an integral part of the team responsible for organizing a merger of the Center into the Duke Clinical Research Institute. Responsible for budget analysis and preparation. Developed a series of monthly financial reports for management. Advise and assist Center chairman in policies and procedures for the future of the Center. Management and implementation of all personnel policies and settling of personnel problems within the guidelines of the University. Oversaw the IT needs of the Center. Responsible for all space planning. Supervised all grants management, including development of proposals, grant operations, and close-out procedures. Supervised the interviewing and hiring of new employees. Represent the Center chairman as needed in meetings. Work closely with faculty in planning and developing future programs and Center goals.

• Financial Manager - Center for International Development

  • Jun 2004 - Aug 2008

  Developed accrual based financial statements for the Center for the past three fiscal years; prepared and analyzed financial statements for individual programs to determine long-term viability; prepared the annual Center budgets, amounting to over $4.5 million including sponsored programs; reorganized financial systems to make them more closely responsive to management needs; preparation of budgets for making research and consulting proposals; supervised various new and on-going sponsored programs; represented the Center at meetings with large sponsors of consulting projects; worked as a team member with faculty, Center and University staff to manage the overall activities of the Center; identified new opportunities for research and consulting projects.Teaching: Taught introductory microeconomics and statistics for an executive education program conducted by the Center for high-level executives from the Government of China (Spring and Fall, 2006, Fall 2007) ; taught the math refresher for incoming graduate students in the Program in International Development Policy (Fall 2005 to present)



Fondasyon Kole Zepol (Fonkoze)

• Financial Consultant

  • Sep 2001 - Dec 2001

  Fonkoze is a micro-credit foundation, offering a wide range of financial services to the Haitian poor.The institution has eighteen branches throughout Haiti and serves over five-thousand customers. I worked with the president and board of directors to rationalize their accounting procedures and to select computerized accounting and information systems. The project was part of their overall plan to become licensed as a commercial bank. Fonkoze is a micro-credit foundation, offering a wide range of financial services to the Haitian poor.The institution has eighteen branches throughout Haiti and serves over five-thousand customers. I worked with the president and board of directors to rationalize their accounting procedures and to select computerized accounting and information systems. The project was part of their overall plan to become licensed as a commercial bank.



PS International, Inc.

• Vice-President

  • May 1998 - Jun 2001

  PS International is an agricultural commodities trading firm. Managed trade transactions in Haiti, Ghana, Algeria, Egypt, Liberia and Cape Verde: Activities in Haiti included: • Assisting Haitian banks in structuring asset-based lending and trade finance facilities.• Supervising the Haitian management of multiple warehouse facilities.• Establishing inventory control and accounting systems for Haitian management to report to the US office.• Building relationships and coordinating with multiple parties⎯stevedores, customs officials, truckers, local importers⎯to ensure the efficient flow of products. Reorganized the operating systems of this $100 million commodities firm; reduced insurance claims by over 80% and significantly increased workforce efficiency.Managed litigation in US Federal court and in several South American countries. The issues involved are insurance fraud, theft and debt collection.Structured finance for international trade transactions, including the use of ExIm Bank, OPIC and international credit insurance



Morningside Group, LLP

• Financial Analyst

  • Jan 1996 - Apr 1997

  Equity analysis, primarily of mergers, acquisitions and spin-offs for this investment firm handling funds from the Kuwait national pension fund and part of the investment portfolio of a large French industrial conglomerate. Equity analysis, primarily of mergers, acquisitions and spin-offs for this investment firm handling funds from the Kuwait national pension fund and part of the investment portfolio of a large French industrial conglomerate.



Independent Financial Consultant

• Financial Services
• 100 - 200 Employee

• Consultant

  • May 1991 - Dec 1995

  Designed, programmed and implemented the first automated budgeting and financial reporting system for a marketing research firm.Advised a variety of clients on international trade finance, taxation and bankruptcy.Restructured the tax posture of a multi-use, commercial real estate firm on the edge of bankruptcy due to a severe cash shortage. The program that I developed resulted in an immediate cash savings of several million dollars, thereby enabling the firm to survive the real estate recession of the early 1990's.Developed a financial presentation for a chemicals trading firm that enabled them to present themselves correctly to lenders in order to attract credit facilities. The program was successful in tripling their credit availability.Advised the board of directors of a large chemical producer filed in bankruptcy on strategies for handling their contentious equity holders.



Commodities Trading International Corp.

• Senior Vice-President and Board Member

  • Aug 1984 - May 1991

  Directed the preparation of documentation for the firm’s segment of an initial public offering by the majority shareholder.Managed financial accounting and planning staffs and independent audits.Supervised all litigation, arbitration and corporate legal work.Directed the growth of this fertilizer and steel trading firm from a start-up venture to over $450 million in sales.Created a syndicate of banks and negotiated credit facilities with them in an amount equal to thirty-five times the firm’s capital.Negotiated trade terms with foreign governments and companies.Managed all trade finance, foreign and domestic banking relations.Managed cash and short term investments.Analyzed foreign and domestic acquisition prospects.Managed the shipping and logistics department.



Petrochem and Fertilizers, Inc.

• Assistant Vice-President

  • Nov 1982 - Aug 1984

  Started this firm as a two-man shop and grew it into a major international dealer in phosphate fertilizers.Managed bank relationships, accounting and shipping departments.Managed the firm’s claim in a major bankruptcy proceeding in South Africa and Swaziland. Established a strong, trusting relationship with senior officials in the shipping and trading bureaucracy of the People’s Republic of China, which eventually developed into the firm’s becoming one of the largest suppliers of phosphate fertilizers to the People’s Republic.



Shawmut Bank of Boston

• Bond Trader

  • Jan 1979 - Feb 1980

  Traded U.S. Government bonds and money market instruments.Coordinated the five year planning process for the investment division. Traded U.S. Government bonds and money market instruments.Coordinated the five year planning process for the investment division.



F&M Bank

• Assistant Trust Officer

  • Jul 1977 - Dec 1978

  Rationalized the accounting and control processes of the trust department. Developed and implemented an operating system for management of the individual accounts Rationalized the accounting and control processes of the trust department. Developed and implemented an operating system for management of the individual accounts