Provide back office support/management to a variety of for-profit and not-for-profit clients. Core competency offerings include fractional CFO functions, including finance/accounting, grants and contracts management; fractional COO functions, including business operations management, human capital management, corporate administration, procurement/logistics, project management and regulatory compliance.

Provide leadership and support the Chief Executive Officer/Founder of an early-stage government contracting entity providing Program Management; Corporate Development and Training; Strategic Planning; Logistics, Inventory and Operations Management; and Intelligence, Security and Policy to federal, state and commercial markets.• Responsible for operations, finance/accounting, internal controls, human capital management (recruiting, compensation, benefits, performance) and contracts management functions.• Provide direct consultative services to clients in finance/accounting, operations, human capital management and business management.• Participate in business development activities; identifying opportunities, capture management, proposal development and road shows.• Early stage activities including: SAM.gov registration, state and local jurisdiction registrations, etc.

Provides professional consultative, project management and overall account direction expertise to non-profit organizations within the metro-DC area to help strengthen our community in disciplines including HR/performance management, strategic planning, financial systems management, collateral development (annual reports/brochures), etc.

Strategically and operationally support the Executive Director on organizational management initiatives in areas including: finance, human resources, facilities, administrative, governance, information technology, etc.

• Provided executive leadership, vision, and oversight for the association and serves as a collaborative member of the senior management team providing strategic and accurate financial advice to the Executive Director, the Executive Committee and the Board. • Responsible for the accounting, financial reporting, budgeting, internal accounting controls, Federal grants management and financial analysis functions of the association.• Oversight of Human Resources, Information Technology and Operations, as well as, leads theFinance Department (manager and staff accountant) and Director of Grants & Conference Services.• Coordinated the creation, development, and monitoring of the association’s $3.8M budget and projection processes in alignment with its strategy and plan; Prepared financial forecasts and projections; Approved all budgets for grant proposals and national training courses; Approved the ongoing drawdown of cash for grants and federal awards; Managed relationships, deliverables and reporting requirements of the association and its Federal and private granting agencies; most noteworthy: increased revenue by 14%, reduced operating expenses by 10% and reduced debt by 21%; reduced negative net assets by $350K in FY17.• Sourced, planned and contracted venues for 2018’s 15 national training courses; Established budgets; Negotiated sleeping and meeting room costs, audio/visual requirements, contract concessions and food and beverage costs.

• Overarching responsibility for all finance, operations, human resource, contracts, procurement, quality management/compliance/regulatory and fulfillment functions.• Created, implemented and managed a financial system utilizing QuickBooks Enterprise Solutions tracking product by serial numbers from final acceptance/receipt through FIFO inventory to customer fulfillment.• Developed, established and enforced compliance within financial, operating and procurement policies and procedures.• Grants management and compliance with USA Medical Research and DHHS grants and resulting A-133 audits.• Established and directed short- and long-range strategic planning and budget development/management to support initiatives and objectives.• Managed firm’s $1.5M operating budget including reductions in operational expenses to maximize cash position and reduce monthly burn rate; Successfully completed two rounds of venture capital funding.• Developed, designed and managed the firm’s 21CFR820-compliant quality management and regulatory compliance systems for a Class II (exempt) medical device; managed product complaints and return merchandise authorization (RMA) cases utilizing Salesforce; trained internal and external (contract manufacturer) staff in Quality Management System requirements; successfully passed initial Establishment Inspection Report (FDA) with “no action required.”• Full-cycle human resource functions including compensation, recruitment and retention; defined, developed and implemented policies and procedures and created an Employee Manual; defined and ongoing management of the employee benefits offerings including health and welfare, Section 125 and 401(k) programs; defined, implemented and managed a time reporting, payroll processing and HRIS solution utilizing Paylocity’s web-based solution.• Managed collaborative and contractual engagements including: Veterans Administration and Rehabilitation Institute of Chicago (RIC).• Supervised direct reports.

• Overarching responsibility for all Federal engagements; managed and participated in Federal business development activities, including identifying opportunities, proposal development, etc.• Directed and managed business strategies for company products and services.• Directed and participated in partnerships/teaming, acquisition and growth activities to support overall business objectives and plans.• Participated in sales development, including participation in road shows.• Responsible for the company’s day-to-day operating activities, including revenue and sales growth; expense, cost and margin control; and monthly, quarterly and annual financial goal management.• Responsible for all back office operations, including finance, human resources, procurement, contracts management, etc.• Directed company operations to meet budget and other financial goals.• Develop, establish, and direct execution of operating policies to support overall company policies and objectives.• Directed short-term and long-range planning and budget development to support strategic business goals.• Established the performance goals, allocated resources, and assessed policies for senior management.In addition to my corporate responsibilities with Qual-Rx, I had been staffed full-time at one of their client engagements with Military Sealift Command (MSC) as the Project Manager with day-to-day responsibilities for their $43M commodities program. I supervised 4 order clerks and provided logistical management to supply 120 MSC-owned/operated vessels with lube oil, fuel oil/lube oil handling equipment, paint, chemical and engineering services around the world.

Various consultancy projects in Project Management, Client Relationship Management and Events Management disciplines. The GAVI Fund, Washington, DC 2008 – 2009• Developed full-scale project scope, budget and plan; monitored deliverables and proactively managed changes to meet needs and requirements of global financial transition project utilizing industry best practices; reviewed status reports of team members, identified potential crises, and devised contingency plans. Institute of International Education, Washington, DC 2008 – 2008• Developed, planned and directed events for KAUST Discovery Scholarship and KAUST Scholar Awards programs in multiple global locations. Events included recognition events and award ceremonies, regional workshops, scholarship recipient selection panels and global conferences; most noteworthy: successfully produced five international events within a 56 day period, 534 participants, $985K budget. CreateHope, Inc., Washington, DC 2007 – 2008• Responsible for simultaneously managing the day-to-day activities, communications and relationship with Fortune 500 clients such as Morgan Stanley, Halliburton, Applied Materials, United Airlines, British Telecom, Cardinal Health, etc., relative to their community involvement programs, utilizing a web-based, ASP model platform/product; most noteworthy: managed a single relationship securing $9M in charity contributions.

• Responsible for the overall business operation of the Association.• Supervised direct reports in administrative department including workflow, scheduling, conflicts, etc.• Established policies and procedures for human resources, finance/accounting, facilities, purchasing, information technology, etc.• Responsible for all aspects of human resources including advertisement, recruiting, training, new hire orientation, job descriptions, employee relations, performance reviews and retention management, exit interviews, FLSA, COBRA, 403(b)(7) plan administration, benefits administration, etc.• Established relationships and negotiated vendor costs, terms and contracts, including meetings management consisting of timetables and logistics, venue selection, sleeping rooms, event space, etc.• Extensive membership interaction, including level of satisfaction with deliverables, staff, over-all project.• Maintained smooth day-to-day Association operations.

• Responsible for the overall operation of the New York office, including P&L responsibilities and compliance with all State and Federal requirements.• Established policies and procedures for human resources, accounting, facilities, purchasing, information technology, etc.• Established relationships and negotiated vendor costs, terms and contracts, reducing operating expenses by 23%.• Identified, contracted, and managed implementation of New York-based electronic mail server.• Liaison with corporate counsel and corporate accounting firms.• Extensive client interaction, including level of satisfaction with deliverables, staff, over-all project.

• Supervised direct reports in administrative (purchasing, mailroom, facilities, clerical) and financial (project P&L’s, T&E, billing, A/R, monthly close) departments including workflow, scheduling, budgets, conflicts, etc.• Responsible for operating budget including variance justifications.• Responsible for all contractual agreements including NDA’s, IP, sales contracts, deliverable modifications, etc.• Managed multiple point-of-purchase marketing engagements, including fixturing installations.• Responsible for all aspects of human resources including advertisement, recruiting, training, new hire orientation, job descriptions and grades, employee relations, performance reviews and retention management, exit interviews, FLSA, COBRA, ERISA, etc.• Performed marketing functions, coordinated and represented firm at trade shows and conferences.• Performed facilities functions including purchasing and maintaining office equipment and supply inventory; telecom; personnel moves.

• Supervised administrative personnel, including workflow, scheduling, etc.• Maintained smooth day-to-day business operations, equipment maintenance and supply inventory.• Monitored accounts receivable billings and collections.• Reviewed and approved accounts payable expenditures prior to submittal for final Partner approval.• Assigned staff and monitored utilization of client service professionals.• Coordinated and performed new hire orientations.• Maintained confidential human resource files for group.• Liaison for group with MIS, HR, Recruiting, Facilities, Finance and various other administrative departments within the firm.• Coordinated and performed space planning for group, including personnel relocations.• Maintained budget and participated in forecasting for future fiscal periods.• Performed marketing functions, coordinated and represented group at trade shows and conferences.