Experience

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  BerryDunn — Government Consulting, Accounting, and Assurance

  • Portland, Maine, United States

  • Sr. Manager

    • Jul 2020 - Present
    • Portland, Maine, United States

    I provide financial management services to city, county and state agencies and work within BerryDunn's Government Assurance Practice Group. Services we provide include American Rescue Plan Act (ARPA) grant management services; Uniform Guidance compliance; subrecipient monitoring; and other federal cost accounting requirements. We assess internal controls and help manage risk; optimize revenues; analyze costs; analyze and help develop budgets; model costs; develop cost allocation plans; set rates; and improve financial operations for state and local finance and budget offices. We help our clients increase revenues, lower costs; improve financial performance and improve outcomes for the people and organizations they serve.

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  BerryDunn — Government Consulting, Audit and AssuranceConsulting

  • Greater Boston Area

  • Manager

    • Nov 2014 - Jul 2020
    • Greater Boston Area

    I help provide financial management services within our Government Consulting Group. Services we provide include compliance reviews to assess whether clients meet requirement for federal cost accounting under the Uniform Guidance; assessment of internal controls and risk management, revenue optimization, cost analysis, budget analysis and development, financial modeling, rate setting, cost allocation, and business process improvement.I work with city, county, and state clients helping them improve their operations, lower costs, increase revenues, improve performance, and improve outcomes for their clients..

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  Mystic River Rugby Club

  • Trustee

    • 2016 - 2020

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  Independent Consultant

  • Greater Boston Area

  • Health and Human Services Management Consultant

    • Oct 2013 - Oct 2014
    • Greater Boston Area

    Worked with city, county, and state clients helping improve their operations, lower costs, increase revenues, improve performance, and improve outcomes for clients

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  MAXIMUS

  • United States
  • Government Administration
  • 700 & Above Employee

  • Senior Vice President State and Local Government Consulting

    • 2009 - Oct 2013

    Managed state and local government consulting practice with approximately 65 consultants and annual revenues of $15 million. Worked with state and local government agencies to improve their operations by improving performance, lowering costs and increasing revenues.Areas of experience included:Best practices, project management, operational analysis and process improvement for eligibility determination and claiming for ARRA, TANF, IV-E, IV-B, IV-D, XIX, SMSHA, Housing and other federal health and human service programsPreparation of Advanced Planning Documents and other federal grant requestsProven record developing new consulting opportunities - e.g. developed practice helping states meet the data reporting requirements under the American Recovery and Reinvestment Act (ARRA) - $5 million in salesConducted cost of services analyses for a variety of state and local clients to help them better understand their cost structures and develop ways to improve the management of their costs and improve their financial statusConducted service delivery analyses and process improvement studies using business process management (BPM) techniques for a variety of state, county and municipal clientsAccomplishments included:Took consulting practice that was losing money and increased profits by approximately $2.5 million a yearDeveloped leads, conducted sales calls, wrote proposals and negotiated contracts - $20 million in annual sales

  • Vice President, Quality and Risk Management for Consulting

    • 2008 - 2009

    Managed all Quality and Risk Management Activities for the Consulting Segment of MAXIMUS.Developed and implemented a segment-wide Professional Practice Guide that established standards, processes and procedures for all consulting services and oversaw a continuous quality improvement process to ensure compliance with company standards and requirementsConducted compliance reviews of projects to assess compliance with contract requirements, orporate policies and state and federal requirementsAssisted in managing compliance with Corporate Integrity Agreement with the Department of Health and Human Services Office of Inspector GeneralConducted internal investigations and provided legal advice on whether employee conduct and company processes and procedures were in compliance with contract and state and Federal requirement

  • Vice President, Quality and Risk Management, Financial Services Practice

    • 2007 - 2008

    Responsible for all quality and risk management activities in the Financial Services Division of MAXIMUS

  • Vice President, Child Welfare Practice

    • 2001 - 2007

    Managed approximately $15 million a year of consulting services for the Northeast Region of the Financial Services Division. Primary areas of consulting was:Developed and implemented best practices for eligibility determination and claiming for child welfare, child support, mental health, medical assistance, and special education agenciesDeveloped, implemented and operated improvements to state and local agencies eligibility determination and claiming processes and procedures under Titles IV-A, IV-B, IV-D, IV-E, TANF and other federal programsAnalyzed clients' processes and procedures to determine if they were in compliance with state and federal requirements and developed processes and procedures to bring clients' programs into compliance with applicable laws, regulation, policies and procedures.

  • Vice President, Revenue Enhancement and Best Practices

    • 1997 - 2001

    Reviewed clients' processes to claim reimbursement under TANF, IV-E, IV-B, IV-D, Medicaid and other federal funding sources to improve compliance with those programs and develop Best PracticesDeveloped, implemented and operated new processes and procedures to help clients recover over $500 million in additional federal reimbursementServed as Project Manager and Project Director of many large and complex consulting projects in the Child Welfare and Finacial Services Division in MAXIMUSDeveloped requirements definition for State-wide Automated Child Welfare Information System (SACWIS) for MassachusettsDeveloped requirements definition for a common front end interface to all of Connecticut’s Health and Human Services information systems

  • Director, Revenue Enhancement and Best Practices

    • 1994 - 1997

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  Commonwealth of Massachusetts Department of Revenue

  • Contract Officer

    • 1984 - 1994

    Worked in legal bureau where I supported the auditors by drafting subpoenas, reviewing taxpayer records and analyzing taxpayers' compliance with tax laws and regulations. Performed legal analysis and provided legal advice to DOR auditors and managers, Negotiated and drafted contracts for two large software development projects for a tax system and a child support enforcement system for the Massachusetts Department of Revenue. Conducted quality assurance, validation and verification reviews to assess whether consultants were in compliance with the contract an the system would meet the requirements definition. Developed risk mitigation strategiesNegotiated with consultants that were not in compliance with contracts and developed corrective action plans to bring consultants into compliance

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  Commonwealth of Massachusetts Bureau for Systems Policy and Planning

  • Contracts Attorney

    • 1979 - 1984

    Negotiated contracts for the procurement of information technology systems, hardware and software.