Possesses 20+ years of experience in finance, accounting, auditing, compliance, law, and IT. Capable of enforcing policies, procedures, and internal controls as well as leading teams to conduct comprehensive analyses. Certified Six Sigma Black Belt focused on continuous improvement; adept at reengineering processes to boost efficiency, improve accuracy, reduce headcount, and minimize expenses. Holds numerous other credentials, including CPA, CMA, CIA, CGFM, CDFM-A, COR, CISA, MCDBA, and MCP. Skilled in designing and programming custom analytical reports under strict time constraints. Willing to travel. Expertise spans:
Profit/Loss Responsibility " Budgeting/Forecasting " Financial Planning/Reporting " GAAP
Mergers and Acquisitions " Quality and Control " Auditing " SOX " Law " Negotiations
Staff Development/Supervision " Computer Programming " Database Administration
Project Management " Strategic Planning " Six Sigma Process Improvement
Futrend Technology Inc., Bethesda, MD ISO 9001, CMMI II Appraised company, government contractor
CFO & Program Manager PMP 08/2017 to Present
Directs 27 technical and professional staff responsible for HHS accounting. Project management of integration, scope, time, cost, quality, human resources, communications, risk, procurement and stakeholders. Coach and personally train the team members to higher levels of productivity. Inspire, educate and motivate staff. Maximize efficiency. Six Sigma.
Library of Congress, Washington, DC WORLDS LARGEST LIBRARY BY COLLECTION SIZE, ADDING 15,000 ITEMS DAILY
Chief Accounting Officer of FEDLINK, Legislative Branch 10/2014 to 08/2017
Directs 14 technical and professional staff responsible for FEDLINK accounting, including tracking 1,900+ interagency agreements and 6,000+ delivery orders of $100M+ annually for current and prior year activities until accounts are closed and reconciled. Validates and approves hundreds of invoices weekly. Serves as system administrator of FEDLINKs system of recordfederal agency libraries contract through FEDLINK for their services. Applies knowledge of FAR, GSA, contract law, COR, and union relations. Oracle.
Federal Deposit Insurance Corporation, Dallas, TX REGIONAL OFFICE WITH WASHINGTON, DC HEADQUARTERS
Financial Project Manager, Division of Resolutions and Receiverships 05/2010 to 10/2014 3 contracts
Oversaw 26 financial and accounting professionals in processing financial transactions. Administered programs involving accounting, financial operations, asset accounting, financial analysis, internal control and financial reporting of assets, asset valuation, and budget execution and monitoring. Supported system automation. EVM
Point Bank, Pilot Point, TX REGIONAL BANK WITH $300M IN ASSETS
Controller 10/2009 to 05/2010 resign
Acted as chief accounting officer for the company and its subsidiaries. Prepared financial statements, budgets, performance reports, and strategic plans in addition to board reports and an ALCO report. Collaborated with external auditors, examiners, and regulatory agencies. Filed required regulatory forms and reports. Ensured SOX compliance. Managed cash, AP, taxes, insurance coverage, and contracts. Prepared journal entries, maintained monthly reconciliations for all general ledger accounts. Performed B/S, I/S, and competitor analysis. Assessed and mitigated risks. Peoplesoft.
First National Bank, Hope, AR REGIONAL BANK WITH $200M IN ASSETS; NOW FARMERS BANK & TRUST
Chief Financial Officer 11/2007 to 09/2009 merger
Managed budgeting, forecasting, and strategic planning. Ensured financial activities complied with GAAP, SOX, and Treasury regulations. Generated monthly financial statements and performance reports. Conducted variance, trend, efficiency, interest rate spread, quality, product profitability, and UBPR analyses. Acted as information security officer; advised the IT committee on technology issues and data processing systems. Partnered with the CEO and board on long-range strategic planning.
Texas State Bank, McAllen, TX $8B REGIONAL BANK; NOW A BBVA SUBSIDIARY
Vice President of Finance 04/2003 to 11/2007 merger
Managed $8B in assets. Prepared financials for bank and board meetings. Programmed custom reports to aid in analyses of profitability, business trends, risks, and opportunities. Partnered with management and branches to craft plans and budgets in support of 15%+ loan and deposit growth. Compiled information and monitored the approval process for regulatory applications involving acquisitions/openings. Ensured GAAP, SOX, and SEC compliance. Reported to the Chief Financial Officer. Held a Texas Loan Officer License. Essbase. Hyperion.
JPMorgan Chase, Dallas, TX LEADING GLOBAL FINANCIAL SERVICES FIRM WITH $2.3T IN ASSETS ACROSS 60 COUNTRIES
Assistant Vice President of Accounting 04/2000 to 09/2002 layoff
Reconciled retirement accounts, currencies, and derivatives for Global Investor Services. Prepared performance and planning reports. Served as a technical liaison to management and 200+ accounting staff to automate large work volume.
AT&T, Dallas, TX LEADING PROVIDER LOCAL/LONG-DISTANCE PHONE, WIRELESS, AND DSL INTERNET ACCESS SERVICE
Manager of Finance and Budgeting 06/1998 to 04/2000 outsourced
Monitored $11M in monthly costs and conducted variance analysis for the Long-Distance Billing Division. Prepared performance and planning reports, forecasts, and budgets for mainframe and labor expenditures. SQL. SAS.
Master of Business Administration in Finance, New York University Stern School of Business, New York, NY
Bachelor of Science in Mathematics, University of Michigan, Ann Arbor, MI
Mid-Management Certificate Program, Southern Methodist University Cox School of Business, Dallas, TX
Certified Public Accountant (CPA)
Certified Management Accountant (CMA)
Certified Internal Auditor (CIA)
Certified Data Processor (CDP)
Certified Systems Professional (CSP)
Certified Computing Professional (CCP) Certified Defense Financial Manager with Acquisition Specialty (CDFM-A)
Certified Government Financial Manager (CGFM)
Certified Information Systems Auditor (CISA)
Microsoft Certified Database Administrator (MCDBA)
Microsoft Certified Solutions Developer (MCSD)
Certified NetWare Administrator (CNA)
AFFILIATIONS Institute of Internal Auditors; American Society of Military Comptrollers, Project Management Institutes Project Management Professional (PMP) Certification 2017