Providing consulting advice and counsel with emphasis on accounting, finance and operations. Responsible for developing and maintaining accounting operations including billing, collections, payroll, accounts payable, tax, balance sheet reconciliations and analytics, month-end close, interim and annual financial statements, budget and cash forecast. Established operating procedures and managed electronic medical records systems conversion.

Prepared initial audited financial statements in support of the company’s initial public offering. Responsible for all accounting operations including billing, accounts receivable, accounts payable, general ledger, cost accounting, balance sheet reconciliations, analytics, month-end close and tax. Ensured accounting policies and procedures were consistent with Generally Accepted Accounting Principles ("GAAP") and maintained/implemented strong internal controls.

Redesigned and managed the investment operations and accounting back office functions for the organization’s $1.6B endowment and $1.9B defined benefit plan. Ensured all trade, investment transactions and asset movements were accurate and timely for hedge funds, private equity, commingled fund investments, derivatives and self-managed accounts. Responsible for investment valuations, cash transactions, cash forecast, account reconciliations, domestic and international tax queries and compliance, accuracy of data, monthly accounting treatment, financial statement presentation, footnotes and the external audit. Supported Senior Management Board Reporting as well as budget process. • Improved quality of data and reporting by establishing data reconciliations with investment funds, leading to the identified a historical $20M cost basis error. • Drove change in custodian support and processing, reducing error frequency from weekly to average of less than once a quarter. • Standardized processes, procedures, and reviews to minimize errors, improve confidence in the operations group; and free time to better focus on investment and fund management instead of data and reporting. • Redesigned, managed and ultimately outsourced daily collateral administrative processes supporting derivative trades, including derivative and collateral valuation and collateral calls while ensuring collateral movements were accurate and timely. • Significantly improved external audits’ reliance on internal controls.

Provided marketing, finance, accounting, and controls expertise for a start-up health care practice. Responsible for accounting operations including accounting system, accounts payable, payroll, cash management, assuring accounting and accuracy of data, financial statement presentation, tax and regulatory filings. Conducted profitability analysis and contract renegotiation with vendors. Streamlined office processes resulting in staff reduction and savings of $64k annually.

Provided investment accounting, treasury and front, middle and back office risk and controls expertise to business areas during their process and control design evolution and mitigation of control deficiencies. • Developed and implemented testing process, procedures, and reporting for SOX 404. • Designed and implemented management reports supporting executive review, reports and decisions for the SOX testing plans and results tracking over 2,000 key controls. • Directed internal control testing team and SOX testing quality assurance reviews.• Validated IT system applications and controls to meet compliance requirements.

Led an innovative program designed to gain insight and leverage on Freddie Mac securities with the top Money Managers while obtaining a reasonable Return on Earnings (ROE). Developed, implemented and managed the operations and back office accounting of a $3B, complex, externally managed market-to-market portfolio with indirect supervision of employees at 12 external firms. Responsible for program funding, operational due diligence including guideline compliance, counterparty credit, business continuity plans, end-user computing systems and month-end accounting close. • Program grew from initial pilot with 2 money managers, $600M in funding to 8 money managers, $3B in funding with 300% average daily turnover, as a direct result of a well-controlled, managed process.• Influenced multiple complex external vendor relationships focused on month-end pricing, settlement, reconciliation and close processes to reduce Money Manager/Custodial account reconciliation from 5-month, 2.5 bps unidentified variances to a 2-day, under 0.5 bps unidentified variance process. • Managed financial restatement and subsequent year accounting close effort with tight deadlines, changing requirements and minimum staff. • Facilitated multiple internal and external program audits, including an Office of Federal Housing Enterprise Oversight (OFHEO) audit. Achieved top internal rating for a well-control process and OFHEO rating "Exceeds Safety and Soundness Standards".• Developed, implemented, and monitored investment, accounting and counterparty risk policies.• Managed on-boarding/liquidation of Manager’s entering/exiting the program.• Led RFP and selection process for custodial bank services, resulting in negotiation with new bank with that resulted in substantial savings and improved performance.