Experience

RKI U.S. Government Contracts Practice

• United States
• Accounting
• 1 - 100 Employee

• Manager

  • Feb 2021 - Present

  Working exclusively with U.S. Federal Government Contractors on their accounting and compliance needs, and managing execution of RKI internal content and marketing strategies. Government Contracting solutions include, but are not limited to: *U.S. Government Contract Risk Assessments *DFARS Business Systems Reviews (Accounting, Estimating, Purchasing, MMAS, Property) *Indirect Cost Rate Preparation *Cost Accounting Standards (CAS) Compliance *Certified Cost or Pricing/Truthful Cost or Pricing (TINA) Support *U.S, Government Audit (DCAA/DCMA) Support *Outsourced Internal Audit *Cost Proposal Preparation *Cost/Price Analysis Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Lead, Operational Strategy

  • Aug 2019 - Feb 2021

  *Met with C-level executives, business owners, and legal teams to gauge unified interests in potential M&A, and to ensure proper alignment of business interests and organizational cultures pre- and post-integration.* Performed due diligence on and valuations of five potential acquisition targets to expand BDO service offerings in the Life Science industry and the Public Sector, one of which resulted in a successful multi-million-dollar acquisition. Reviewed confidential information memorandums to valuate current and targeted income streams; and Analyzed feasibility of billing rates and indirect rate structure combinations.* Structured acquisition deals based on valuations and market-researched EBITDA multiples for the appropriate industry.* Led a small team to dashboard key performance indicators for over 450 active engagements on MS SharePoint using back-end refreshable web queries, data visualization (Qlik and Power BI), and MS Dynamics 365.* Developed and guided strategic plans for various BDO sub-practices using SmartSheets, including revenue targets, cross-selling opportunities, and marketing and thought leadership schedules.* Enhanced organizational culture through augmentation of the BDO Industry Specialty Services Group onboarding experience, career advisement program, and professional development initiative.* Successfully planned and executed a three-month Summer 2020 Virtual Internship program for six interns. Show less

• Senior Associate, Contracts Consultant

  • Sep 2015 - Jul 2019

  * Assisted three Fortune 500 companies to develop indirect rate structures and cost allocation methodologies in accordance with government cost accounting regulations. Helped contractors maximize profitability and minimize exposure to compliance risk; Stewarded clients through annual Federal audits of resulting indirect rates; and Uncovered $14.5M of additional reimbursable costs for one client through an annual rate true-up.* Implemented compliant cost accounting structures for small-to-midsized businesses receiving their first government award. Identified gaps within existing accounting, timekeeping, purchasing and billing practices; Developed policies and procedures to address applicable Federal contract requirements; and Implemented indirect rate structures to maximize cost recovery.* Supported internal reviews for Life Science and Not-for-Profit companies related to the general control environment, as well as accounting, compensation, estimating, and purchasing practices. Interviewed process stakeholders to develop process flows and identify key internal controls; Obtained supporting documentation and conducted substantive testing against DFARS and COSO compliance frameworks to evaluate the effectiveness of controls in reducing compliance risk exposure; and Delivered corrective actions needed prior to upcoming DCAA/DCMA, A-133, and other Federal audits.* Managed a team of four associates to conduct annual unallowable testing for over $1B in indirect expense. Scrubbed $3.7B in direct costs and non-expense transactions from general ledger details to isolate true indirect costs; Calculated FAR-compliant monetary unit samples (MUS) using IDEA Caseware for subsequent testing; and Reviewed documentation for indirect cost samples, applying FAR 52 cost principles for allowability determination. Show less



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Human Capital & Benefits Practice Intern

  • Aug 2014 - Dec 2014

  •Gathered data on Human Capital Practice client demographics to assess and categorize benefit needs to determine insurance rates, premiums, and deductibles •Created a client service manual to summarize enrollment, renewal, and termination policies for 75 large companies •Conducted bill reconciliations and organized large client file reports using Excel •Assisted clients' employees in open enrollment - personally enrolled 30 employees •Gathered data on Human Capital Practice client demographics to assess and categorize benefit needs to determine insurance rates, premiums, and deductibles •Created a client service manual to summarize enrollment, renewal, and termination policies for 75 large companies •Conducted bill reconciliations and organized large client file reports using Excel •Assisted clients' employees in open enrollment - personally enrolled 30 employees



Stryker

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Purchasing Intern, Supply Chain Management

  • May 2014 - Aug 2014

  • Analyzed daily usage of over 300 raw production and marketing materials to make daily purchase order decisions using JD Edwards • Created value stream maps for inventory material handlers, indentified areas for process improvement, developed solutions using root cause analysis • Contacted critical suppliers to research production capabilities and capacities, enhancing company knowledge in anticipation of input source changes • Lead a cross-functional team that established a method to develop process flow maps, summarizing procedures for reprocessing operations • Processed purchase requisitions for R&D and manufacturing engineering materials Show less



CIC Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Intern, Wealth Management

  • May 2013 - Aug 2013

  • Analyzed and evaluated small, mid and large cap mutual funds for potential inclusion in CIC portfolio of recommended investment choices • Researched and drafted five value investing and sports finance articles for Forbes.com, one of which reached 20,000 views in one week • Met with public relations consultants to strategize on how to effectively engage and better serve target demographics so as to broaden customer base and tailor and maximize client experience • Analyzed and evaluated small, mid and large cap mutual funds for potential inclusion in CIC portfolio of recommended investment choices • Researched and drafted five value investing and sports finance articles for Forbes.com, one of which reached 20,000 views in one week • Met with public relations consultants to strategize on how to effectively engage and better serve target demographics so as to broaden customer base and tailor and maximize client experience



Washington Nationals

• United States
• Spectator Sports
• 500 - 600 Employee

• Intern, Creative Services and New Media

  • May 2012 - Jul 2012

  • Handled social media marketing responsibilities including issuing real-time website and blog updates in a fast paced environment with tight deadlines • Improved on-line experience for fans as part of strategy to build customer loyalty • Demonstrated writing and editorial skills as part of Washington Nationals Major League Baseball publications team • Applied marketing strategies to planning, implementing, and managing creative game day events. Attendance grew 22% per game during the 2012 season Show less



Bullis School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Camp Counselor

  • Jun 2011 - Aug 2011

  • Planned and supervised campers in a variety of sports and non-sports activities • Provided guidance and acted as a role model for campers and younger staff members, while building enthusiasm and cultivating teamwork • Exhibited leadership skills, sensitivities and patience while managing multiple camper demands • Created and produced a promotional video as a loyalty tool for existing campers and to attract new campers • Planned and supervised campers in a variety of sports and non-sports activities • Provided guidance and acted as a role model for campers and younger staff members, while building enthusiasm and cultivating teamwork • Exhibited leadership skills, sensitivities and patience while managing multiple camper demands • Created and produced a promotional video as a loyalty tool for existing campers and to attract new campers



Smithsonian Institution

• Museums, Historical Sites, and Zoos
• 700 & Above Employee

• Intern, National Science Resources Center

  • Jun 2010 - Aug 2010

  • Performed extensive research on Fortune 500 company Foundations to determine potential underwriter partners • Participated in meetings with business consultants and potential partner executives • Performed extensive research on Fortune 500 company Foundations to determine potential underwriter partners • Participated in meetings with business consultants and potential partner executives