Passionate and pragmatic C-Level Financial / Operations Executive who serves as a strategic business partner and advisor to senior leadership team to advance culture, drive strategy implementation, improve organizational brand, and create value without disrupting operations.

COMPANY	POSITION HELD	DATES WORKED
Pact	CFO and EVP - Finance and Management Services	9/2009 - 9/2014
Tatum Partners	Partner	6/2006 - 9/2009
Graduate Management Admission Council	Vice President and CFO	5/2003 - 6/2006

SCHOOL	MAJOR	YEAR	DEGREE
University of Pennslyvania - Wharton Graduate Division	Finance and Decision Science	1980	Master Degree
University of Pennslyvania - Graduate School of Engineering	Computer and Information Systems	1980	Master Degree
University of Pennslyvania	Computer Science and Engineering	1978	Bachelor Degree

TYPE	TITLE	URL	DESCRIPTION
Book	Computer Science	media url	Work to remain current regarding latest developments in computer science and technology.
Website	Management Science	media url	Keep abreast of the latest practices and research developments in management. Follow websites / blogs from McKinsey, Deloitte, HBR and BCG

Highlights:

“Indirect Cost Recovery; When is the Right Time to Revisit Your Rate Structure,” Inside NGO Conference, Washington, DC, 2014; “ERP Implementations and Their Subsequent Operational Benefits,” CFO.com Magazine 21st CFO Rising-East Summit; “Directing a Global ERP Application Rollout – A Case Study,” 2014 Conference on Finance Transformation and “Enterprise Risk Assessment and Management at Pact – A Case Study,” CFO.com Magazine CFO Rising-West Summit.

Companies I like:

FHI360, IRD

Strategic / Operational Planning
Budgeting / Forecasting
Cost Analysis and Containment
Financial Analysis / Reporting
Finance and Treasury Management
Internal Audit and Controls
P&L / Asset Management
Systems Implementation and Integration
Complex Accounting / Deal Structuring
Talent Development and Team-Oriented Leadership
Organizational Development / Process Improvement
Mergers and Acquisitions / IPO

• Washington, DC
• Strategic / Operational Planning
• Budgeting / Forecasting
• Complex Accounting / Deal Structuring
• Financial Analysis / Reporting
• CFO
• Organizational Development / Process Improvement
• Systems Implementation and Integration
• Audit
• Billing

Created a cash flush organization; grew revenues from $140M to $175M; captured over $900M in projects; diversified funding base; and reduced project risk exposures by 65% with zero audit findings for five years running at Pact. Instituted new economic model and cost/funding structure, strong cash management discipline, and new internal auditing and risk management schema to resolve severe liquidity and compliance issues.