Manage all aspects of financial operations, including the annual financial planning process and developing and managing the $67 million Engineering & Technology budget.Lead the annual Engineering and Technology strategy planning effort with executives by staying abreast of Lockheed’s technology, business strategy, product roadmaps, and broader priorities.Collaborate with leaders in Finance and Engineering to drive the portfolio of strategic engineering projects, optimize project management processes, and enable scalable solutions to support business growth and address risks. Manage cross-functional teams across engineering, finance, human resources, and legal to execute on initiatives within deadlines set by senior leadership.Identify process improvements by automating processes, creating standard operating procedures (SOPs), and building a tool that enables the organization to make data-driven decisions, resulting in a 25% reduction in process time.Proactively identify and communicate risks and opportunities; drive initiatives to capture opportunities/mitigate risks and grow productivity.

Identified over $200 million in savings by examining subcontractor’s accounting systems and records to determine the reliability and effectiveness of subcontractor’s financial data. Support Internal Audit leadership with periodic reporting to the Audit Committee, completion of the annual risk assessment, and development of the annual internal audit plan.Experience in multiple internal audit specialties including SOX compliance, IT, financial & operational audits, and fraud investigations.Work collaboratively with leadership on the ongoing management of audit delivery, scheduling and team workload.Assessed current accounting records, tested general ledger account balances, analyzed financial statements, and reviewed labor systems and labor charging practices, resulting in an average decrement of 16.5% versus the government audit agency’s average decrement of 3%.Contribute to people initiatives including recruiting, retaining and training professionals.Provide guidance and support to business areas in the development of internal controls and business process improvements.

Audit Readiness Financial Improvement and Change ManagementDeveloping processes and automated tools to help major DOD client achieve financial improvement and audit readiness objectives for one of their major processes responsible for $20 billion of funds. Ensure financial statements are created in compliance with audit requirements in order to support better decision-making in day-to-day operations. Enabling the awareness and adoption of new technology and processes by encouraging leadership alignment, understanding organizational impacts, and developing tools such as an employee communication plan and leadership alignment approach to minimize disruption Assisted with building a cost model for a major DOD client in order to improve their financial statements, drive informed budgetary decisions, and reduce the risk of waste. The model was able to segregate and report on Financial Management (FM) activities across the department’s $640B annual costs. The model also examined all expenses across multiple funds and reported on FM costs in a manner that detailed the cost of effort, supplies, equipment, and support.

Examine historical and current accounting records and perform verification to determine the reliability and effectiveness of subcontractor’s financial systems resulting in savings of approximately $30 millionMake appropriate recommendations on supplier’s proposed rates resulting in an average decrement of 12.5%Determine if suppliers maintain homogeneous indirect cost pools and allocate indirect costs to contracts, projects, tasks or cost objectives based on a beneficial, causal, and equitable basisPerform reviews of subcontractor proposals for compliance with FAR, GAAP, and CASWrite audit reports for use in negotiations with the subcontractor and communicate audit results to immediate management and the Supply Chain Management organization

Selected to participate in the Leadership Development Program Actively participated in the Earned Value Management System assessment by assisting with testing, data analysis, and policy and procedure reviewConducted property records, property closeout, Material Management Accounting System,and inventory auditsPerformed consulting engagements requested by upper level managementPerformed internal control audits on business processes and systems to ensure compliance, efficiency and effectivenessPrepared reports of findings and made recommendations on improvements to businesspractices, processes, and control proceduresLead and facilitated process improvement events

Prepared and compiled cost reports for the Patriot Advanced Capability (PAC-3) missileMonitored and controlled $150 million Air and Missile Defense program budgetTracked and reported status of sales, orders, and earnings before interest and tax (EBIT)Established and maintained Earned Value Management baselines and estimates at completion (EACs)Performed variance analysis Assisted in forecasting by creating long range plans and quarterly manpower charts

Developed over $30 million in new business Composed memoranda on commercial credit requests including cash flows, performance ratios, and pro-formasEstablished the terms under which credit would be extended, including costs, repayment schedule, and collateralMade recommendations to loan committee members, including the CEO, regarding potential credit and financial issues involving commercial loan customersApproved mortgage loans by examining applications and supporting documentation, estimating credit worthiness, and calculating repayment risk Analyzed financial statements and interviewed credit applicants