Owner and founder of management/financial consulting services firm specializing in Governance-Risk-Compliance. Personally consult on Enterprise Risk Management, GRC, and Information Assurance. Provide fractional CFO services in hybrid/remote venue to nonprofit and for-profit organizations. Serve as temporary CFO to provide continuity of operations with traditional financial/accounting services. Also serve as strategic advisor to senior management, boards, and audit committees on GRC and digital transformation.Participate in international research group developing risk mitigation strategies for Quantum Threat. Write position papers and advocate on quantum cyber security.

Serve as trusted business advisor providing duration-specific, interim executive management for finance and operations. Eliminate disruptions and sustain continuity of daily internal operations as fractional CFO. Provide general management to business unit leaders and direct staff supervision in onsite and remote/hybrid workforce venue. Manage geographically dispersed multi-disciplinary teams of functional and technical resources including offshore/3rd party resources. Provide oversight in release of financial information and review of SEC filings. Manage pulse of financial heath and communicate financial position to stakeholders and BOD’s. Resolve critical business challenges and actualize corporate goals. Streamlined accounting functions and implemented project level accounting. Implemented Project Management Offices (PMOs) to improve visibility of operations and mitigate strategic risk.Consult on startups/new ventures, turnarounds, acquisitions/mergers and divestitures. Aided clients in securing and managing venture capital, grants, subsidies and loans. Participated in dedicated M&A teams: conducted due diligence analysis and business valuations; developed post-closed business models and transition plans; led acquisition integration (products and services) and organizational restructuring activities. Advise on information security and internal controls (ICFR) design and operation. Assist clients with design and implementation of risk management framework based on assessment of risk appetite and business objectives. Advise on enterprise risk management (ERM). Implement strategies for improved governance and risk management.Provide assistance for internal audit function. Develop and direct client engagement IA work plans. Present audit findings with recommendations to audit committee and management. Liaison with audit committees and external audit firms to ensure clean audit opinion for financial audits.

Managed ERP audit, assurance and advisory services division within a boutique consulting services firm. Identified initial service offerings and built consulting services practice from ground zero. Provided P&L management, practice administration, business development, and service delivery for key client engagements. Leveraged strategic partnerships and professional networks to expand Counterpointe’s footprint in the ERP assurance arena.Created division to support financial and operational needs of nonprofit client organizations. Improved stability by working with donors and lenders to craft liquidity plans. Provided investment management for ongoing execution and reporting of investment performance to stakeholders. Aided in identification of financially viable post-pandemic programs and initiatives. Expanded earned revenue from mission related activities while complying with UBI rules. Monitored fund raising activities for ROI on potential outcomes.

Recruited to launch a company-wide program management/engagement quality assurance practice to improve service delivery and client satisfaction. Built new practice from ground-zero, modeled on success at Oracle Corporation. Developed criteria for program management and quality assurance for strategic public and private sector engagements focused on leading technologies from Microsoft, Oracle, PeopleSoft, and SAP. Implemented standardized project controls and financial reporting. Conducted project audits/healthchecks. Mentored and grew practice from 6 to 30 project auditors. Established a center of excellence for program management within CSC. Field tested CSC’s Catalyst methodology enhanced with PMBOK, ASAP, AIM/OUM, RUP and PRINCE2 principles. Improved client satisfaction, reduced losses and increased referenceable engagements. Provided interim onsite project management for troubled high profit engagements in a client billable venue. Aided clients with project portfolio management, developed and implemented PMOs, and risk management/ assurance programs. Provided direct supervision of cross-functional project teams and guidance to business leadership. Exceeded revenue targets for service delivery and staff/personal utilization. Selected by client organization as representative to aid the international non-profit consortium of approximately 450 major companies, organizations and government agencies in the development of xBRL. Key member of the task force charged with drafting a prototype set of financial statements. Assisted in crafting the final international xBRL standard.

As Director, provided practice leadership, business development, service delivery for strategic public and private sector consulting engagements. Participated in the sale and delivery of $90+ million in consulting services and product development activities. Subject matter expert for business transformation and financial process improvement in a billable venue. Consistently exceeded revenue targets for business development, service delivery, practice administration, and staff/personal utilization targets with significant bonuses and stock options. Worked with Oracle domestic and offshore product development groups and partners to build outsourcing solutions as a viable alternative to traditional infrastructure. Served as scrum master, scrum coach/trainer and product owner in various joint development efforts. Built scrum communities.Early contributor to Oracle’s Application Implementation Methodology (subsequently Oracle Unified Method). Pioneer for Oracle’s program management strategy, Oracle Method. As a member of Oracle's international standards committee, led field testing of Oracle methodology in US client engagements.Instrumental in the startup and growth of 4 new consulting units. Held full P&L authority with revenue and performance targets/quotas. As Sr. Program Director with Oracle CFO’s “silver bullet” team, selected to launch and lead an internal division for engagement oversight. Remediated at risk engagements, reduced losses and increased client satisfaction avoiding litigation. Developed criteria for quality assessment and control in large projects/programs, audit procedures and techniques, and information assurance. Conducted project audits/health-checks. Mentored colleagues in program management and quality assurance. Developed teams of Oracle Applications project auditors. Assisted global client base in the implementation of program management offices and centers of excellence for finance and IT/ERP audit and assurance.

Founded and directed a boutique software & services company specializing in integrated solutions for the textile industry. The AMCS product, a proprietary manufacturing/financial management control system for the apparel industry, was distributed globally by exclusive agreement with Oracle Corporation as part of their Value-Added-Retailer (VAR) program. Recruited by Oracle Corporation after AMCS’s functionality was finally subsumed into the Oracle product suite.Managed TET's AMCS product development organization and led the consulting services division in a hybrid COO-CFO role. Held P/L responsibility for business development, service delivery and practice administration. Created the overall Go-to-Market plan for the products/services including positioning, messaging, public relations, channel, launch, programs, collateral and promotions.Provided hands-on software engineering for the development of AMCS financial modules based on Oracle technology. Developed a team of AMCS implementation managers and techno-functional specialists. Provided hands-on engagement management and worked with international teams to deliver AMCS to new markets abroad. Directed 5 offshore technical teams with over 60 Oracle consultants in AMCS implementations. Coordinated tasks and deliverables across multiple engagements and teams in various locations.Provided consultancy services for financial process improvement and business transformation for non-AMCS client engagements.

Conducted industry research and provided economic analysis and econometric/financial modeling in support of client regulatory cases for family-run consulting organization. Specialized in the effects of environmental policy on energy prices. Conducted high quality, policy-oriented research on a variety of issues relating to energy legislation and ways to promote a clean energy economy using leading edge technologies. Performed research on market structure and conduct of market participants, benchmarked competitive performance, forecasted economic impact of proposed regulations. Provided intellectual leadership and direction to junior colleagues on appropriate financial/econometric models, validity of selected approaches, rigor of data analysis and statistical sampling.Prepared both custom and syndicated outlooks and forecasts from qualitative and quantitative analyses. Gathered qualitative research from focus groups, round tables, feedback forums and seminars. Compiled analytics from econometric/statistical models and simulation. Utilized analyses and analytics to frame issues facing regulatory authorities and government policy makers, and to underpin recommended actions. Influenced sound policy making, drafted opinions, and provided expert testimony in regulatory proceedings.

Served as a Software Engineer in two positions with UNIVAC’s Manufacturing Industry Center (MIC) based in Bluebell, Pennsylvania. Provided application development and pre-sales support for the UNIDIS manufacturing package. Recommended and selected as a MIC technical team member of the multi-site development effort for UNIVAC’s textile application, a collaborative venture with leading domestic apparel manufacturers. Provided on-site project management, account management and solution sales support for key public sector engagements as a Delivery Services Consultant/Project Manager with UNIVAC’s Federal Civilian Consulting practice based in Washington, DC. Expanded service offering by providing guidance on project management best practices and establishing client centers of excellence and PMOs. Partnered with other delivery teams and served as subject matter expert (SME) for financial process streamlining. Consistently exceeded revenue and utilization targets.