Experience

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  Various Companies

  • Washington D.C. Metro Area

  • Chief Financial Officer

    • Sep 2015 - Present
    • Washington D.C. Metro Area

    Finance, accounting, and tax advisory services for small and mid-size companies.• Start up venture capital firm and fund (capital commitment: $136 million; three offshore entities and one US LLC) - Transfer pricing strategy and audit and tax firm interface - Business and accounting operations• Privately-held healthcare management company - Financial statement reconstruction and outside audit preparation - Acquisition due diligence services in pursuit of a roll-up strategy• Start-up health information technology company - Pricing strategy (SaaS) and extensive financial modeling• Privately-held company providing integrated products, services and logistics to the DoD - Integration of the financial reporting of two companies (parent S-Corp and sub LLC) - Financial statement reconstruction and overhaul of accounting operations

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  NewCloud Networks

  • Chief Financial Officer

    • Sep 2013 - Aug 2015

    NewCloud Networks was a global cloud services provider specializing in Backup, Disaster Recovery, Production Cloud, Hosted PBX and Security as a Service.• Advised majority owner/President on long-term planning initiatives including acquisition roll-up, financing and exit strategies• Introduced monthly financial reporting metrics including free, operating, investing and financing cash flows• Realized operating efficiencies through process changes and tighter integration of three software platforms• Introduced accountability measures such as timesheet reporting and discrete salesperson revenue reporting

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  Alpha Corporation

  • Dulles, VA

  • Chief Financial Officer

    • Apr 2011 - Aug 2013
    • Dulles, VA

    For this Engineering and Program/Construction Management company:* Resolved income tax, VAT, and other business issues for international operations* Implemented key performance indicators including budgets and divisional P&Ls* Instituted automation enhancements including expense reports, outsourced payroll, and cross charge* Negotiated $4.0 million operating line of credit

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  Various Companies

  • CFO & Business Advisory Services Consultant

    • Jan 2009 - Apr 2011

    Provided CFO and business advisory services to top management and their organizations with a focus on mergers and acquisitions, business operations, fund raising, and internal and external financial reporting.

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  SolomonEdwardsGroup

  • Senior Manager

    • Jan 2006 - Dec 2008

    For this CFO services firm, directed engagements for the following companies:* Publicly-held enterprise software/vertical search company Advised CFO on a wide variety of issues - Fiscal year-end VSOE compliance - Back-dating of stock options and other analyses - Form 10-K disclosure advice/assistance - Policies and procedures development* Business venture for a large non-profit (various retail businesses) Successfully prepared financial statements in anticipation of year-end audit - Cash reconciliation (12 deposit and disbursement accounts) - Policies and procedures documentation* $25 million family-owned enterprise Successfully prepared this company for sale - Accounting system implementation - Financial statement design and preparation - Tax advice (1120-S) - Accounting procedures documentation - Outside auditor and investment banking interface* Private equity firm Provided investment due diligence services* Global communication consulting firm Provided multi-entity consolidation and foreign currency translation advice to the CFO

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  Visual Networks

  • Director, Business Analysis & Planning

    • Mar 2004 - Dec 2005

    Visual Networks (NASDAQ:VNWK; sold in January 2006) was a $50 million publicly-held company providing unbundled hardware and software solutions which measured and reported on network applications integrity. Responsibilities included:• SEC reporting (accelerated filings)• Revenue recognition review and disclosure• Budget formulation and implementation

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  Microtech-Tel

  • Chief Financial Officer / VP of Operations

    • Jul 2001 - Feb 2004

    Microtech-Tel was a Data Networks and Telecommunications company located in Denver, Colorado.Selected accomplishments:• Debt financing ($1.5 million asset-based operating line of credit)• Equity recapitalization - Preferred stock to common stock conversion - Preferred stock buybacks• Due diligence on and negotiation of two acquisitions in 2002 and 2004 - Purchase agreements - Buy-sell arrangements - Non-compete agreements - Employment agreements• Significant cost savings through facilities and organization consolidations - Vienna, VA and India office closures

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  Microdyne

  • Chief Financial Officer, Treasurer & SEC Compliance Officer

    • 1990 - 1997

    Microdyne was a Networking Products and Aerospace Telemetry company.Accomplishments included:• Seven successful audits - one as a private company, six as a public company• Company-wide adherence to SEC regulations and filing requirements• Four successful acquisitions in five years• S-4 reverse merger of Microdyne with Federal Technology Corporation (a private company) in June 1991• Tax strategies which saved over $3 million in taxes and six cents per share• Two systems conversions in five years• Revenue growth from $35 million to $160 million in five years

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  System Planning Corporation

  • Arlington, VA

  • Director of Financial Planning and Analysis

    • 1986 - 1988
    • Arlington, VA

    System Planning Corporation supports U.S. defense, national security and domestic preparedness programs with innovative solutions utilizing advanced technology development.Reporting to the COO, responsibilities included financial management oversight and ultimate sale of a high-temperature measurement device commercial subsidiary.

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  Booz Allen Hamilton

  • Arlington, VA

  • Senior Financial Consultant

    • 1981 - 1984
    • Arlington, VA

    Booz Allen Hamilton is a technology consulting firm. Responsibilities included financial reporting and analysis for a large Foreign Military Sales project.