Director / Outsourced CFO

• Jun 2022 - Present

Chief, Medical Operations Branch

• May 2020 - Present

➢ Medical Operations Branch Chief for the headquarters of a medical brigade, responsible for the command and control of the health service support functions in a set area of operation. ➢ Responsible for the synchronization of medical operations across all warfighting functions for existing and future operations, strategically planning cell integration per Commander intent. ➢ Completed the US Army Command & General Staff College's Intermediate-Level Education (ILE) Common Core course.

S3 Operations OIC (Chief Operating Officer)

• Dec 2019 - May 2020

➢ S3 Operations OIC of 3.2K-Soldier sustainment brigade spanning 8 countries and 28 bases in USCENTCOM. ➢ Synchronized sustainment operations across all warfighting functions for existing and future operations, strategically planning cell integration per Commander requests. ➢ Prepared, published, and disseminated written orders including warnings, operations, and fragmentary. ➢ Successfully planned and deployed high visibility reception and integration of 6K+ personnel across… Show more ➢ S3 Operations OIC of 3.2K-Soldier sustainment brigade spanning 8 countries and 28 bases in USCENTCOM. ➢ Synchronized sustainment operations across all warfighting functions for existing and future operations, strategically planning cell integration per Commander requests. ➢ Prepared, published, and disseminated written orders including warnings, operations, and fragmentary. ➢ Successfully planned and deployed high visibility reception and integration of 6K+ personnel across pivotal locations for troop surge in response to Iranian Aggression. ➢ Maintained unit momentum and integrity during transitions from existing to new projects and missions. ➢ Leveraged business and operations expertise to organize unit tasks, operations security, and force module package development.

Medical Operations Officer

• Oct 2018 - Dec 2019

➢ Prioritized Army Health System support in consideration of operation plans by advising brigade commander on current unit health. ➢ Developed casualty running estimate trackers and environmental threat factor summaries for 3-week Warfighter Exercise and 10-day validation exercise. ➢ Fostered strong military partnerships with Jordanian Armed Forces and Kuwaiti Defense Forces through strategic and organized exchanges. ➢ Adapted medical support initiatives to align with operational… Show more ➢ Prioritized Army Health System support in consideration of operation plans by advising brigade commander on current unit health. ➢ Developed casualty running estimate trackers and environmental threat factor summaries for 3-week Warfighter Exercise and 10-day validation exercise. ➢ Fostered strong military partnerships with Jordanian Armed Forces and Kuwaiti Defense Forces through strategic and organized exchanges. ➢ Adapted medical support initiatives to align with operational support plans and medical requirements.

Medical Readiness Officer

• Sep 2016 - Oct 2018

➢ Liaised with Logistics Health Incorporated and subordinate units ensuring prompt medical service to soldiers, acting as AVS Approval Authority for 316 ESC. ➢ Monitored and updated subordinate units on all available medical systems to ensure unit readiness. ➢ Prepared units to identify and process injured Soldiers using multiple methods including e-Profile, LOD Investigations, LOD bill pay, Incapacitation Pay, Fit for Duty evaluations, and medical / physical evaluations.

Chief Financial Officer

• Aug 2020 - May 2022

➢ Responsible for 2 direct reports, 3 indirect reports, 1 contractor, and the accounting and financial management, internal controls, member registration, and general business operations for a 501(c)3 tax-exempt organization with over 30 staff, $7M in annual revenue and multiple federal grants. ➢ Responsible for federal grant compliance and quarterly reporting in accordance with 2 CFR Part 200 for a DoD grant of $10M and FY21 National Defense Authorization Act grant of $3M. ➢ Serve as the… Show more ➢ Responsible for 2 direct reports, 3 indirect reports, 1 contractor, and the accounting and financial management, internal controls, member registration, and general business operations for a 501(c)3 tax-exempt organization with over 30 staff, $7M in annual revenue and multiple federal grants. ➢ Responsible for federal grant compliance and quarterly reporting in accordance with 2 CFR Part 200 for a DoD grant of $10M and FY21 National Defense Authorization Act grant of $3M. ➢ Serve as the System Administrator for Salesforce, leading the migration of 15+ months of contribution data to the new CRM system, to include the review and reconciliation of over 17K transactions totaling $2.7M. ➢ Established and documented over 30 policies and procedures related to internal controls, general accounting policies, and standard operating procedures covering daily, weekly, and monthly tasks. ➢ Coordinated and led the development of the FY21 budget, to include the creation of department-specific budgets for the first time in the organization’s 30+ year history. Presented the budget to the Finance Committee and full board, receiving unanimous approval. ➢ Developed a 3-year Capital Campaign budget and plan, including a $12M+ renovation project. ➢ Facilitated key eligibility and trustee changes as the administrator for the organization’s 401(k) plan. Show less ➢ Responsible for 2 direct reports, 3 indirect reports, 1 contractor, and the accounting and financial management, internal controls, member registration, and general business operations for a 501(c)3 tax-exempt organization with over 30 staff, $7M in annual revenue and multiple federal grants. ➢ Responsible for federal grant compliance and quarterly reporting in accordance with 2 CFR Part 200 for a DoD grant of $10M and FY21 National Defense Authorization Act grant of $3M. ➢ Serve as the… Show more ➢ Responsible for 2 direct reports, 3 indirect reports, 1 contractor, and the accounting and financial management, internal controls, member registration, and general business operations for a 501(c)3 tax-exempt organization with over 30 staff, $7M in annual revenue and multiple federal grants. ➢ Responsible for federal grant compliance and quarterly reporting in accordance with 2 CFR Part 200 for a DoD grant of $10M and FY21 National Defense Authorization Act grant of $3M. ➢ Serve as the System Administrator for Salesforce, leading the migration of 15+ months of contribution data to the new CRM system, to include the review and reconciliation of over 17K transactions totaling $2.7M. ➢ Established and documented over 30 policies and procedures related to internal controls, general accounting policies, and standard operating procedures covering daily, weekly, and monthly tasks. ➢ Coordinated and led the development of the FY21 budget, to include the creation of department-specific budgets for the first time in the organization’s 30+ year history. Presented the budget to the Finance Committee and full board, receiving unanimous approval. ➢ Developed a 3-year Capital Campaign budget and plan, including a $12M+ renovation project. ➢ Facilitated key eligibility and trustee changes as the administrator for the organization’s 401(k) plan. Show less

Chief Financial Officer

• Aug 2016 - Dec 2020

➢ Led development on dynamic pricing and machine-based learning for industries with perishable goods. ➢ Established fully functioning accounting systems, internal controls, and fundraising initiatives in support of financing seed rounds. ➢ Updated and maintained financial projections and rigorous assessment of vendor and customer contracts. ➢ Owned accurate and timely completion of all quarterly and annual state and federal tax filings. ➢ Managed all investor cap tables… Show more ➢ Led development on dynamic pricing and machine-based learning for industries with perishable goods. ➢ Established fully functioning accounting systems, internal controls, and fundraising initiatives in support of financing seed rounds. ➢ Updated and maintained financial projections and rigorous assessment of vendor and customer contracts. ➢ Owned accurate and timely completion of all quarterly and annual state and federal tax filings. ➢ Managed all investor cap tables, document review, and relationships with new and existing investors. Show less ➢ Led development on dynamic pricing and machine-based learning for industries with perishable goods. ➢ Established fully functioning accounting systems, internal controls, and fundraising initiatives in support of financing seed rounds. ➢ Updated and maintained financial projections and rigorous assessment of vendor and customer contracts. ➢ Owned accurate and timely completion of all quarterly and annual state and federal tax filings. ➢ Managed all investor cap tables… Show more ➢ Led development on dynamic pricing and machine-based learning for industries with perishable goods. ➢ Established fully functioning accounting systems, internal controls, and fundraising initiatives in support of financing seed rounds. ➢ Updated and maintained financial projections and rigorous assessment of vendor and customer contracts. ➢ Owned accurate and timely completion of all quarterly and annual state and federal tax filings. ➢ Managed all investor cap tables, document review, and relationships with new and existing investors. Show less

President / CFO Consultant

• Dec 2013 - Aug 2020

➢ Advise small to mid-sized business Chief Financial Officers on strategic financial management infrastructure practices across healthcare, NPO, service, and IT industries nationwide. ➢ Conduct high-impact business operations including operational risk assessment, lean management implementation, and fraud / litigation-based research. ➢ Develop and facilitate courses and case studies across various state CPA societies and private enterprises as accounting subject matter expert. ➢… Show more ➢ Advise small to mid-sized business Chief Financial Officers on strategic financial management infrastructure practices across healthcare, NPO, service, and IT industries nationwide. ➢ Conduct high-impact business operations including operational risk assessment, lean management implementation, and fraud / litigation-based research. ➢ Develop and facilitate courses and case studies across various state CPA societies and private enterprises as accounting subject matter expert. ➢ Experience lecturing 2K+ hours at 300 conferences to date on business ethics, economic forecasts, enterprise risk, and regulatory compliance. ➢ Angel investor for numerous tech startups with emphasis on big data analytics, dynamic pricing, and digital marketing / advertising. Show less ➢ Advise small to mid-sized business Chief Financial Officers on strategic financial management infrastructure practices across healthcare, NPO, service, and IT industries nationwide. ➢ Conduct high-impact business operations including operational risk assessment, lean management implementation, and fraud / litigation-based research. ➢ Develop and facilitate courses and case studies across various state CPA societies and private enterprises as accounting subject matter expert. ➢… Show more ➢ Advise small to mid-sized business Chief Financial Officers on strategic financial management infrastructure practices across healthcare, NPO, service, and IT industries nationwide. ➢ Conduct high-impact business operations including operational risk assessment, lean management implementation, and fraud / litigation-based research. ➢ Develop and facilitate courses and case studies across various state CPA societies and private enterprises as accounting subject matter expert. ➢ Experience lecturing 2K+ hours at 300 conferences to date on business ethics, economic forecasts, enterprise risk, and regulatory compliance. ➢ Angel investor for numerous tech startups with emphasis on big data analytics, dynamic pricing, and digital marketing / advertising. Show less

Chief Financial Officer

• Jun 2017 - Oct 2018

➢ Solicited to oversee accounting systems, internal controls, and business operations for 501(c)3 national security and international affairs graduate school with 50 staff, 25 faculty, and 150+ students. ➢ Successfully and consistently reconciled 6 endowment funds and 4 restricted / unrestricted bank accounts. ➢ Identified and resolved accounting issues, implementing new standards to meet regulatory compliance in collaboration with independent auditor and internal staff. ➢… Show more ➢ Solicited to oversee accounting systems, internal controls, and business operations for 501(c)3 national security and international affairs graduate school with 50 staff, 25 faculty, and 150+ students. ➢ Successfully and consistently reconciled 6 endowment funds and 4 restricted / unrestricted bank accounts. ➢ Identified and resolved accounting issues, implementing new standards to meet regulatory compliance in collaboration with independent auditor and internal staff. ➢ Orchestrated current and former employee account transition to new plan provider as 403(b) retirement plan administrator. ➢ Facilitated compliance with local and state fundraising laws by directing annual regulatory filing requirement process across 30+ states / jurisdictions. ➢ Organized and presented weekly, monthly, and quarterly cash flow forecasts and updates to Executive Committee and Board of Trustees. Show less ➢ Solicited to oversee accounting systems, internal controls, and business operations for 501(c)3 national security and international affairs graduate school with 50 staff, 25 faculty, and 150+ students. ➢ Successfully and consistently reconciled 6 endowment funds and 4 restricted / unrestricted bank accounts. ➢ Identified and resolved accounting issues, implementing new standards to meet regulatory compliance in collaboration with independent auditor and internal staff. ➢… Show more ➢ Solicited to oversee accounting systems, internal controls, and business operations for 501(c)3 national security and international affairs graduate school with 50 staff, 25 faculty, and 150+ students. ➢ Successfully and consistently reconciled 6 endowment funds and 4 restricted / unrestricted bank accounts. ➢ Identified and resolved accounting issues, implementing new standards to meet regulatory compliance in collaboration with independent auditor and internal staff. ➢ Orchestrated current and former employee account transition to new plan provider as 403(b) retirement plan administrator. ➢ Facilitated compliance with local and state fundraising laws by directing annual regulatory filing requirement process across 30+ states / jurisdictions. ➢ Organized and presented weekly, monthly, and quarterly cash flow forecasts and updates to Executive Committee and Board of Trustees. Show less

Company Commander

• Feb 2013 - Jun 2016

➢ Commander of the Distribution / Logistics Company within the 56th Stryker Brigade Combat Team, directing all personnel actions, development, readiness, and family support functions for 150+ Soldiers. ➢ Maintained full financial accountability for $56M in government-owned assets including 70+ military vehicles and 200 weapon systems. ➢ Tapped to serve as Military Liaison to FEMA for state active duty missions and declared emergencies.

Assistant Operations Officer

• Jun 2011 - Feb 2013

➢ Conducted daily operations for Tactical Operations Center battalion in addition to support operations for 750 Brigade Support Battalion personnel. ➢ Assessed and recommended actionable plans based on higher unit missions in support of senior leadership strategic and tactical decision-making. ➢ Served as military liaison to Dauphin County Emergency Operations, leading a diverse 45-Soldier team in recovery activities following Tropical Storm Lee.

Medical Logistics Officer

• Sep 2010 - Jun 2011

➢ Staff Officer within Support Operations Section of a brigade combat team, cross-trained in additional operations for transportation, non-medical logistics, and maintenance. ➢ Handled all medical supply orders and distribution for 4K+ Soldiers.

Executive Officer

• Jun 2008 - Sep 2010

➢ Managed daily operations, logistics, and personnel training for 100+ Soldiers as second-in-command of 56th Stryker Brigade Combat Team Medical Company. ➢ Authored first medical logistics standard operating procedures for 56th Stryker Brigade. ➢ Adopted multiple roles in support of company activities including Unit Movement Office, Maintenance Officer, Company Safety Officer, Headquarters Platoon Leader, and Field Ordering Officer. ➢ Directed operations and logistics for 80… Show more ➢ Managed daily operations, logistics, and personnel training for 100+ Soldiers as second-in-command of 56th Stryker Brigade Combat Team Medical Company. ➢ Authored first medical logistics standard operating procedures for 56th Stryker Brigade. ➢ Adopted multiple roles in support of company activities including Unit Movement Office, Maintenance Officer, Company Safety Officer, Headquarters Platoon Leader, and Field Ordering Officer. ➢ Directed operations and logistics for 80 Soldiers within combat zone during Operation Iraqi Freedom mobilization from 2008 to 2009. ➢ Assumed additional Brigade Medical Supply Officer role during mobilization, maintaining medical supply inventories for 22K+ Soldiers / civilians and $9M annual budget.

Platoon Leader

• Sep 2006 - Jun 2008

Training Officer

• May 2005 - Sep 2006

Assistant Gunner / Cadet

• Feb 2003 - May 2005

Auditor / Accountant

• Dec 2011 - Dec 2013

➢ Managed assurance and audit initiatives for tax and consultant group affiliate of BDO Seidman Alliance, performing key due diligence projects and procedures testing. ➢ Delivered audited claims for Department of Justice investigation of multi-billion-dollar Gulf Coast Claims Facility setup following Deepwater Horizon. ➢ Tested individual and business claims to ensure compliance with GCCF policies. ➢ Special Project Auditor tapped to test validity trends for fishing industry claims… Show more ➢ Managed assurance and audit initiatives for tax and consultant group affiliate of BDO Seidman Alliance, performing key due diligence projects and procedures testing. ➢ Delivered audited claims for Department of Justice investigation of multi-billion-dollar Gulf Coast Claims Facility setup following Deepwater Horizon. ➢ Tested individual and business claims to ensure compliance with GCCF policies. ➢ Special Project Auditor tapped to test validity trends for fishing industry claims in Gulf of Mexico. ➢ Conducted robust audits for technology, transportation, and defense contracting / manufacturing firms. ➢ Audited numerous mortgage-related compliance issues for top 5 US banks. Show less ➢ Managed assurance and audit initiatives for tax and consultant group affiliate of BDO Seidman Alliance, performing key due diligence projects and procedures testing. ➢ Delivered audited claims for Department of Justice investigation of multi-billion-dollar Gulf Coast Claims Facility setup following Deepwater Horizon. ➢ Tested individual and business claims to ensure compliance with GCCF policies. ➢ Special Project Auditor tapped to test validity trends for fishing industry claims… Show more ➢ Managed assurance and audit initiatives for tax and consultant group affiliate of BDO Seidman Alliance, performing key due diligence projects and procedures testing. ➢ Delivered audited claims for Department of Justice investigation of multi-billion-dollar Gulf Coast Claims Facility setup following Deepwater Horizon. ➢ Tested individual and business claims to ensure compliance with GCCF policies. ➢ Special Project Auditor tapped to test validity trends for fishing industry claims in Gulf of Mexico. ➢ Conducted robust audits for technology, transportation, and defense contracting / manufacturing firms. ➢ Audited numerous mortgage-related compliance issues for top 5 US banks. Show less

Hedge Fund Accountant / Conversion Specialist / Conversion Manager

• Oct 2007 - Nov 2011

➢ Directed 3 conversion specialists across 14+ accounting projects at varying stages, closing 31 client conversions with AUM total in excess of $23B. ➢ Implemented key processes including accounting data conversion, portfolio / fund accounting systems management, daily trade file automation, and automated reconciliation. ➢ Navigated daily and monthly communications with subadvisors, brokers, and custodians to organize required files and data feeds. ➢ Spearheaded new client… Show more ➢ Directed 3 conversion specialists across 14+ accounting projects at varying stages, closing 31 client conversions with AUM total in excess of $23B. ➢ Implemented key processes including accounting data conversion, portfolio / fund accounting systems management, daily trade file automation, and automated reconciliation. ➢ Navigated daily and monthly communications with subadvisors, brokers, and custodians to organize required files and data feeds. ➢ Spearheaded new client conversations and implementations into company systems. ➢ Aligned all new accounting and reporting processes to client requirements. ➢ Oversaw full-spectrum accounting operations for 21 hedge funds totaling $4.1B in net assets. Show less ➢ Directed 3 conversion specialists across 14+ accounting projects at varying stages, closing 31 client conversions with AUM total in excess of $23B. ➢ Implemented key processes including accounting data conversion, portfolio / fund accounting systems management, daily trade file automation, and automated reconciliation. ➢ Navigated daily and monthly communications with subadvisors, brokers, and custodians to organize required files and data feeds. ➢ Spearheaded new client… Show more ➢ Directed 3 conversion specialists across 14+ accounting projects at varying stages, closing 31 client conversions with AUM total in excess of $23B. ➢ Implemented key processes including accounting data conversion, portfolio / fund accounting systems management, daily trade file automation, and automated reconciliation. ➢ Navigated daily and monthly communications with subadvisors, brokers, and custodians to organize required files and data feeds. ➢ Spearheaded new client conversations and implementations into company systems. ➢ Aligned all new accounting and reporting processes to client requirements. ➢ Oversaw full-spectrum accounting operations for 21 hedge funds totaling $4.1B in net assets. Show less

Credit Analyst | Sr. Credit Analyst | Associate Credit Manager

• Jan 2006 - Oct 2007