Experience

The ICCF Group

• United States
• Public Policy Offices
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2022 - Present



Open Technology Fund (Robert Half)

• Washington DC-Baltimore Area

• Interim Chief Financial Officer

  • Sep 2021 - Oct 2021

  As the Interim Chief Financial Officer, provides senior leadership and advisory services to senior leadership and financial team in the areas of grants, acquisitions, management policy, and asset management in support of the nonprofit corporation that aims to support global Internet freedom technologies. Ensured organized and documented operations of financial systems to ensure continuity of operations for the next Chief Financial Officer. As the Interim Chief Financial Officer, provides senior leadership and advisory services to senior leadership and financial team in the areas of grants, acquisitions, management policy, and asset management in support of the nonprofit corporation that aims to support global Internet freedom technologies. Ensured organized and documented operations of financial systems to ensure continuity of operations for the next Chief Financial Officer.



International Eye Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2016 - May 2020

  As the Chief Financial Officer, serves as part of the C-Suite team for a nonprofit that works to prevent blindness and restore sight by building capacity for quality, comprehensive and sustainable eye care services worldwide. Provides review, implementation and surveillance of human, financial and information resource management to the CEO and BofD, Asset Management, Administrative, Grants Management, and Regulatory and Policy Coordination in meeting the organization’s vision, mission and goals. Plans, organizes, and directs the financial activities of the organization and ensuring that acquisition management practices and activities, comply with legal and regulatory requirements. Develops goals and objectives that integrate organization acquisition evaluation program objectives, including maintenance of financial plans and reporting to Board of Directors. Researches, interprets, analyzes and applies State, Federal, and International regulations and policies. Establishes organization-wide policies and procedures for accomplishment of acquisition program goals and objectives, ensuring their integration with broad organizational management objectives and necessary for the operation of an efficient and effective financial and procurement program to meet the needs of the organizations at locations located in remote international locations. Identifies need for changes in priorities and takes action to implement such changes. Assesses and revises policies and procedures as needed to find ways to improve quality, timeliness, and efficiency of work. Conducts daily operations, accounts payable, fundraising and event planning. Oversees budgeting, analysis and advising to CEO and BofD on all financial matters. Prepared all documentation and reporting relating to budget management and performance. Maintains allocations, payroll, 401(k), healthcare benefits, Foundation Endowment investments, journal entries and month end close, as well as prepared and closed out annual audits.



Advocates for Survivors of Torture and Trauma (ASTT)

• Washington D.C. Metro Area

• Board of Directors Member - Finance Committee Chair

  • Jun 2014 - Feb 2017

  Committee is responsible for assisting the board to provide financial oversight for the organization. Helps develop and reviews budgets and budget reports for presentation to the board; reviews annual audit; develops policies relating to financial issues; and assists Executive Director as requested with finance issues such as bookkeeping. Committee is responsible for assisting the board to provide financial oversight for the organization. Helps develop and reviews budgets and budget reports for presentation to the board; reviews annual audit; develops policies relating to financial issues; and assists Executive Director as requested with finance issues such as bookkeeping.



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Interim CFO

  • Jan 2015 - Nov 2015

  Provided senior-level leadership for developing financial plans and strategies for the administration and delivery of a nonprofit, political corporation dedicated to build, train and support a diverse pipeline of LGBTQ leadership wo can advance equality in public office. Provided administrative policy review, technical expertise in budgetary processes, created and maintained private and public coordination and partnerships, and identified solutions to improve processes and increase accuracy and efficiency in corporation administration. Maintained financial plans and Board monthly reporting. Updated Senior Vice President on daily operations, accounts payable, fundraising and event planning. Controlled budgeting, analysis and advising to Board on all financial matters. Prepared all documentation and reporting relating to budget management and performance. Maintained allocations, payroll, journal entries and month end close, as well as prepare for upcoming audit. Reduced debt by over 50% and avoided potential lawsuits.



Randstad

• Netherlands
• Human Resources Services
• 700 & Above Employee

• Interim Manager of Financial Operations

  • Dec 2012 - Jan 2014

  As Interim Finance Management, provided expert leadership and financial management services to senior leadership of an independent, nonprofit media organization (NPR) and a nonprofit organization consisting of a network of charities that provide service to people in need and advocate for justice in social structures (Catholic Charities USA). Prepared and monitored the Division operating budget of $40+ million and 14+ cost centers and capital budget; oversees Division's conformance to budget and advises the executive leads of variances from plan each month. Worked with executive leadership and senior managers to develop financial plans to support divisional goals. Advised on ways to cut costs and reorganize, and keeps Vice Presidents and managers apprised of financial performance. Led activities related to budgeting, analysis and advising Vice Presidents and managers on financial matters. Prepared all documentation related to budget management. Developed cost estimates for special projects budgets. Estimated costs for breaking news and special events. Created Continuity of Operations Manual for the entire Accounting and Finance Department as a special project for Navision software. Developed allocation policies and procedures as well as other audit findings that were unaddressed. Led and closed the yearly audit for fiscal year 2013.



NPR

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Interim Finance Manager

  • 2013 - 2013

  Prepared and monitored the Division operating budget of $40+ million and 14+ cost centers and capital budget; oversees Division’s conformance to budget and advises the executive leads of variances from plan each month. Worked with executive leadership and senior managers to develop financial plans to support divisional goals. Advised on ways to cut costs and reorganize, and keeps Vice Presidents and managers apprised of performance. Lead in budgeting, analysis and advising Vice Presidents and managers on financial matters. Prepared all documentation related to budget management. Developed cost estimates for special projects budgets. Estimates costs for breaking news and special events.



Primary Care Collaborative

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Director of Finance & Administration

  • Sep 2011 - Feb 2012

  Solved audit discoveries within finance and administrative areas in their 501(c)3 and 501(c)6. Created accounting policies and procedures, audit policies, internal controls and an affiliation agreement between the two non-profits and an employee handbook that detailed all employee benefits and policies related to HR. Launched and managed the new years audit via an external firm that resulted in a far cleaner audit with no significant findings from their previous years audit and delivered findings to the Board. Researched and implemented new third party payroll, 401k, and bank accounts; carried out a transition of all accounts within two months, giving them more transparency and increased ability to be a paper free office. Researched a new office location and purchased all new office furniture for 1100 square foot office space with a staff of five and an ending total savings of 20% realized.



Booz Allen Hamilton

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Associate

  • Jul 2009 - Aug 2010



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Dec 2008 - Aug 2009

  Managed the budget execution and formulation processes, along with monthly and quarterly reporting for CFO. Developed materials including office guidance, policies, handbooks, and job aids for the office of the CFO. Worked with budget formulation schedules, agency deadlines for integrated planning guidance, OMB-123 work, OMB-133 work, congressional justifications and questions for the record. Created and conducted training for analysts on obligations, acquisitions, FFMS, spend plan, contracting, DCAA regulations, FAR/DFAR.



Teracore, Inc.

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

• Senior Finance Consultant

  • May 2006 - May 2007

  Senior Consultant that worked with Department of Defense performing Investment Management via ERP modules and External Liaison duties while reporting to governing bodies at the Pentagon. Coordinated with GAO, OMB, DoD IG and Congress regarding inquiries into the Business Transformation Agency. Worked with the investment management client at the Pentagon to analyze systems financial capability metrics. Created briefs for senior government officials detailing investment requests and their viability.



Fannie Mae

• United States
• Financial Services
• 700 & Above Employee

• Senior financial analyst

  • 2006 - 2006

  Senior Analyst worked with teams on the restatement for Fannie Mae using Business Intelligence Software for QA. Worked with the developers to create financial reporting via Business Intelligence Software for senior management. Validated data during testing to move toward a production environment so the restatement can occur. Worked with auditors on creating audit binders for the SEC. Senior Analyst worked with teams on the restatement for Fannie Mae using Business Intelligence Software for QA. Worked with the developers to create financial reporting via Business Intelligence Software for senior management. Validated data during testing to move toward a production environment so the restatement can occur. Worked with auditors on creating audit binders for the SEC.



Federal Reserve System

• United States
• Banking
• 700 & Above Employee

• Finance Manager

  • Jun 2004 - Jun 2005

  Prepared annual budgets in excess of $300M in conjunction with executive team members. Implemented a three-year rolling forecasting/budget model and new reports for all of IT. Created a cross functional system for FRIT to use in forecasting, cost modeling, budgeting, order processing, and capacity planning. Prepared annual budgets in excess of $300M in conjunction with executive team members. Implemented a three-year rolling forecasting/budget model and new reports for all of IT. Created a cross functional system for FRIT to use in forecasting, cost modeling, budgeting, order processing, and capacity planning.



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Business Systems Analyst

  • 2003 - 2004

  Senior Finance Analyst managed multiple platform budgets for company wide $450M project. Prepared multiple year operating plans that become the commitment for each division to be managed. Senior Finance Analyst managed multiple platform budgets for company wide $450M project. Prepared multiple year operating plans that become the commitment for each division to be managed.



Arthur Anderson

• Finance Analyst

  • 2001 - 2003

  Project management for client and vendor accounts, billing, financial planning, reconciliation, month end closings, budgeting, analysis, and forecasting. Generate productivity reports; cost analysis, sales forecasting reports for firm based analysis on regional level. Develop complex financial models and reconcile forecasts to actuals. Prepare ad hoc financial reporting Strong understanding of GAAP and NPV analysis. Consistently updated and managed databases and industry libraries. Chairman of the firms Mentoring Committee and all events and event planning.



Teligent Telecom

• Sweden
• Telecommunications
• 1 - 100 Employee

• Regional Mapping Coordinator

  • 1999 - 2001

  Analyst for fast paced telecommunications firm performing analysis and training other analysts in the use of the software. Responsibilities included: Designed and produced maps in the communication industry using three-dimensional MapInfo software. Used various combinations of software and maps for the southwest region along with GPS and other tracking mediums. Company filed for bankruptcy in 2001. Analyst for fast paced telecommunications firm performing analysis and training other analysts in the use of the software. Responsibilities included: Designed and produced maps in the communication industry using three-dimensional MapInfo software. Used various combinations of software and maps for the southwest region along with GPS and other tracking mediums. Company filed for bankruptcy in 2001.