Functional Skills

Accounting
Accounts Payable
Accounts Receivable
Audit Readiness
Budgeting
Cost Accounting
Enterprise Report Management (ERM)
Financial Statement Preparation
Forecasting / Projections
Inventory Control
Financial Planning & Analysis (FP&A)
Data Analysis
Financial Management
Financial Modeling
Internal Auditing

Software Skills

Cognos Analytics
Oracle Analytics Cloud
Quickbooks
Microsoft Access
Microsoft Excel

Certifications

CFECertified Fraud Examiner

Sector Experience

Business Services
Social & Public Sector
Aerospace & Defense
Technology
Real Estate

Languages

English
17
minutes

Avg Response Time

16
years

Years of Experience

5/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Strategic Financial Solutions Group, LLC Accounting
Owner
01/2018 - Present
Independent Fractional CFO

•Utilize advanced skills and expertise in accounting to provide CFO level support to small businesses.
•Perform general accounting to include monthly trial balance tie out, prepare journal entries, general ledger maintenance, and clean up, month-end close, and prepare GAAP compliant financial statements.
•Prepare monthly audit schedules and workpapers for fixed assets, leases, loans, equity, and revenue per ASC 606.
•Perform full absorption cost accounting and inventory accounting for WIP and finished goods.
•Prepare annual budget and monitor budget and actual expenditures.
•Perform data analysis and prepare financial models and projections.
•Prepare and implement policies, processes, and standard operating procedures for the cash management, purchasing, and inventory management processes.
•Conduct research of complex, technical accounting transactions for proper accounting treatment and best practices.
•Assist with preparing corporate pitch deck

Classified Intel Agency Accounting
Accountant
05/2016 - 01/2018
Support the Financial Reporting and Property division overseeing the quarterly reporting of leases, heritage assets and deferred maintenance.
Perform monthly reconciliation of General Equipment and Internal Use Software.
Perform quarterly variance analysis of General Property, Plant and Equipment accounts by analyzing account variances and providing written explanation of findings.
Perform Internal Control review and analysis of business processes that impact the financial statements.

Morgan Franklin Consulting Accounting
Manager
12/2013 - 04/2015
•Managed a firm fixed price, level of effort contract for a defense agency project.
•Oversaw the daily project management activities of the engagement and prepared Weekly Status Reports and monthly Project Management Reports.
•Tracked the project’s funding, cost baseline, projected/actual billable hours, and revenue, estimate at completion (EAC) and monitored profitability, and burn rate.
•Prepared the weekly and monthly financial reports of forecasted requirements, monthly/annual budgets, and monitored expenditures.
•Monitored key performance indicators and trends between forecast vs actual, analyzed variances, and identified corrective actions.
•Participated in monthly Project Management Review meetings with senior leadership providing updates on the financial status of the engagement, staffing updates, status of client deliverables, and identified and reported risks and opportunities of the project.
•Delivered projects on schedule and budget and consistently demonstrate

Camber Corporation Accounting
Financial Analyst
08/2011 - 05/2013
Provided expert financial and programmatic support to an international defense program. Oversaw the programming, planning, budget and execution of the Defense Institution Reform Initiative (DIRI) program’s $12 million budget at the Center for Civil-Military Relations.
Responsible for all financial reporting and analysis, oversight and management of funds covering the execution of more than 100 international operations in various countries in each Combatant Command.

Acuity Consulting Accounting
Senior Auditor
10/2010 - 05/2011
Prepared quarterly analysis, which included generating quarterly trial balance, analyzing accounting data from internal and external sources and systems. Also responsible for analyzing funding and disbursements and detailed account risk analysis of key general ledger accounts. Prepared Defense Agency financial statements to include the Statement of Budgetary Resources, Statement of Change in Net Position, Statement of Net Costs and Balance Sheet.

Deloitte Management Consulting
Senior Consultant
12/2007 - 09/2008
Provided subject matter expertise for a Defense Agency for the budget execution function.
Performed monthly analysis of the agency’s status of funds by organization and appropriation for use by the Comptroller, Deputy Comptroller and Branch Chiefs.
Provided support to the Audit Support and Remediation Team to assist the agency with their financial statement audit that included analyzing and testing audit samples, business process analysis and identifying key internal controls.

KPMG Management Consulting
Senior Associate
11/2004 - 12/2007
Assisted in the development of the Financial Management Business Enterprise Architecture at the DoD Business Transformation Agency (BTA).
Led projects related to the development and integration of all the Financial Visibility operational (e.g. OV5, OV6c, OV6a) view architecture products using Popkin System Architect database in accordance with DoD Architecture Framework (DoDAF).
Conducted business process reengineering studies to identify internal controls and material weaknesses.