Experience

PLASTICS (Plastics Industry Association)

• United States
• Plastics Manufacturing
• 200 - 300 Employee

• CFO

  • Feb 2017 - Present

  CFO for Trade Association with about 900 members, $22M in annual revenue, 50 staff, and $36M triennial trade show with 1.2 M Sq-ft and 2000 plus exhibitors Responsible for: - Finance, Accounting, Treasury, & Risk Management - Technology Infrastructure, Data, & Data Transformation - Facilities & Administration CFO for Trade Association with about 900 members, $22M in annual revenue, 50 staff, and $36M triennial trade show with 1.2 M Sq-ft and 2000 plus exhibitors Responsible for: - Finance, Accounting, Treasury, & Risk Management - Technology Infrastructure, Data, & Data Transformation - Facilities & Administration



Relevant Experience - Southern Cross Ventures Inc.

• Alexandria, VA

• Partner - CFO Consultant - for Interim CFO and Management Consulting Projects

  • 2006 - Mar 2017

  Relevant Experience • The Walters Art Museum, Baltimore MD - 2014-2016 Interim CFO for Museum Not-for-Profit with $130M in endowments, $15M annual revenue, numerous foundation and government grants, and 170 employees. Directed project to re-engineer outdated and inefficient accounting and management reporting systems and processes while simultaneously running day to day operations and managing two audit cycles. • Wine and Spirits Wholesalers Association, Washington, DC, – 2009 -2010 Interim CFO for organization with $18M in revenue, 200+ corporate members. Hired by CEO to take over financial operations in a time sensitive situation. Within three months quickly assessed financial reporting shortfalls, re-engineered management reporting systems restoring CEO’s and Board’s confidence in financials. Completed multiple years of backlogged audits. Implemented new and effective policies and procedures using best practices. • American Association for Justice, Washington DC – 2007-2009 Interim Director of Finance / Controller backstopping CFO for organization with $50M in revenue, 50,000 members. Identified and achieved $350K in reoccurring annual cost savings in first three months. Coordinated accelerated annual budget process while simultaneously conducting a best practices assessment, an accounting department reorganization and expense reduction project. Streamlined management reporting systems accelerating close cycle from 45 days to 15 days enabling management to increase revenue and cut costs.



Relevant Experience - Southern Cross Ventures Inc.

• Washington D.C. Metro Area

• Partner - CFO Consultant for Interim CFO and Fractional CFO

  • Jan 2006 - Jan 2017

  Southern Cross Ventures Consultants are C-level experts in the “art and science” of providing financial guidance to trade associations, not for profits and for profit companies often in transition or stress. All partners have at least ten years of experience as seated and interim CFOs in multiple companies and organizations. In all cases, they are CPAs, MBAs or both. Consulting assignments include as Acting / Interim CFO or fractional CFO working on Accounting and Finance operations and related Projects for CEOs, COOs, CFOs, and Boards of Directors. Engagements typically include rapidly assessing organizations to identify strengths and weakness, creating corrective action plans with management consensus and implementing these plans. Annual Revenue for organizations for projects generally range from $10M to $100M.



Relevant Experience - Southern Cross Ventures Inc. - Con't

• Alexandria, VA

• Partner - CFO Consultant for Interim CFO and Fractional CFO

  • 2007 - Dec 2013

  • CEDPA, Washington DC – 2007 -2008 Interim CFO, for a Not-for-Profit NGO with $24M annual revenue from Federal (USAID and DoD) contracts and other grants with international operations. Recovered $750K in un-recorded billings and restored company’s relationship with customers. Hired and trained a new accounting department, preparing for, and successfully completing annual A-133 financial audit. Helped recruit and select new CFO. • Center City Charter Schools., Washington DC, 2011 - 2013 Interim CFO for a Not-for-Profit with $25M annual revenue, 240 employees and six schools. Upon departure of CFO, successfully re-engineered faltering accounting and management reporting systems and processes. Initiated system based grant tracking and processes for $5M in Federal, DC and Foundation grants. Closed FY12 with Operating Surplus and completed FY12 audit with no weakness or deficiencies. • KaDSci LLC, Springfield, VA – 2010 – 2013 (Concurrent) Fractional CFO and Contract Administrator for Government Contractor with ~ $1M with annual revenue and four employees. Firm has Operations Research expertise creating sophisticated planning models for DoD, Intelligence Agencies, and IRS to optimize financial and non-financial outcomes in areas including readiness, logistics and personal planning. From inception, set up Accounting system, time keeping system and Policies and Procedures to be DCAA Compliant and for DCAA Pre-Audit.



Exoventure Associates

• United States
• Financial Services
• 1 - 100 Employee

• Technology Scout Partner

  • 2004 - 2007

  Consultant working as scout for cutting edge commercial products and technologies for the National Security Agency (NSA). • Identified, and qualified 130 companies in the data mining, information security, and IT infrastructure areas. Selected and recommended 16 companies to NSA for fast track product procurement and funding opportunities. Conducted comprehensive due diligence to screen and select candidate companies utilizing management and financial skills honed in emerging growth companies.



H2Gen

• Alexandria, VA

• CFO / Director of Finance

  • 2003 - 2004

  Alternative Energy Venture Backed Start up Growth stage company manufacturing modular, small size chemical plants to produce hydrogen. • Led market research project to identify and quantify industrial hydrogen market for small scale plants. Results used to modify business strategy and business plan to secure VC investment. • Implemented new accounting system enabling fast growth and providing reporting necessary for a company in a complex manufacturing environment. Alternative Energy Venture Backed Start up Growth stage company manufacturing modular, small size chemical plants to produce hydrogen. • Led market research project to identify and quantify industrial hydrogen market for small scale plants. Results used to modify business strategy and business plan to secure VC investment. • Implemented new accounting system enabling fast growth and providing reporting necessary for a company in a complex manufacturing environment.



Orblynx, Inc

• Fairfax, VA

• CFO / Controller

  • 2000 - 2001

  Satellite-based, Internet Caching Technology Company • Developed detailed business plan to help raise $45M in four tranches from venture capital firms and investment banks. • Established financial operations department, including financial planning and analysis, accounting, treasury, HR and legal teams. Recruited five key professionals, helped grow company from 12 to 130 people with international operations. Satellite-based, Internet Caching Technology Company • Developed detailed business plan to help raise $45M in four tranches from venture capital firms and investment banks. • Established financial operations department, including financial planning and analysis, accounting, treasury, HR and legal teams. Recruited five key professionals, helped grow company from 12 to 130 people with international operations.



Transworld Communications a subsidiary of Qualcomm; McLean VA, Bermuda; Moscow, Russian Federation;

• McLean, VA

• CFO / Director of Finance

  • Jan 1997 - 2000

  Satellite Telecom firm, Venture backed and purchased by QUALCOMM in 1999 providing long distance service with satellite and terrestrial network in the Russian Federation. • Refined business plan, organized finance and accounting functions, led efforts to sell company and due diligence culminating in Transworld Communications’ acquisition by Qualcomm. Satellite Telecom firm, Venture backed and purchased by QUALCOMM in 1999 providing long distance service with satellite and terrestrial network in the Russian Federation. • Refined business plan, organized finance and accounting functions, led efforts to sell company and due diligence culminating in Transworld Communications’ acquisition by Qualcomm.



MCI, Inc.

• Washington D.C. Metro Area

• Capital Budget Manager, Corporate Planning and Analysis, Corporate HQ

  • 1991 - 1996

  $19 B in revenue Telecommunications Company with 55,000 employees. • Successfully developed and implemented standard corporate process for evaluating capital investments for projects and new ventures • Managed $1.5B capital budget allocations, tracking, and reporting for Network Engineering, Internet, and Business Markets divisions. $19 B in revenue Telecommunications Company with 55,000 employees. • Successfully developed and implemented standard corporate process for evaluating capital investments for projects and new ventures • Managed $1.5B capital budget allocations, tracking, and reporting for Network Engineering, Internet, and Business Markets divisions.



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Lieutenant

  • 1978 - 1987

  San Juan, PR - 1990-1991 Navy Liaison Officer to Coast Guard HQ, Reserve recall for 1st Gulf War, Lieutenant Commander U.S. East Coast - 1978-1986 Shipboard Officer and Pentagon Assignments, Lieutenant San Juan, PR - 1990-1991 Navy Liaison Officer to Coast Guard HQ, Reserve recall for 1st Gulf War, Lieutenant Commander U.S. East Coast - 1978-1986 Shipboard Officer and Pentagon Assignments, Lieutenant