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E X P E R I E N C E
S U M M A R Y
Position
Held: Chief Financial Officer - September 1999 to October 2002
Federal Housing Finance Board
Washington, D.C.
Managed the
financial affairs of a 110 person federal agency that regulates the safety and
soundness of the twelve member banks of the Federal Home Loan Bank System.
Supervised the expenditure of an annual budget of approximately $25 million.
Supervised day-to-day accounting and the preparation of the annual GAAP-based
financial statements audited by independent accountants. Approved all
disbursements and ensured that Internal Revenue Service deposit and reporting
requirements were met. Introduced the use of electronic signatures for internal
documents. Updated policies for travel, credit card use, capitalization of
assets, and control over disbursements. Improved communications with other
offices. Provided reports to senior managers to assist them in managing their
individual budgets. Conducted a comprehensive testing and evaluation of
available accounting systems to replace an inefficient system acquired in 1997;
recently installed a PeopleSoft financial management system.
Position
Held: Director, Administration and Management - April 1996 to September 1999
Occupational Safety and Health Review Commission
Washington, D.C.
Served as both
the Chief Financial Officer and Chief Administrative Officer of a federal agency
that adjudicates disputes arising from enforcement of the Occupational Safety
and Health Act of 1970.
Prepared
the approximately $8 million annual budget used for the salaries and expenses of
a 70 person staff assigned to the Washington, D.C. headquarters and two regional
offices in southeastern and western U.S. Monitored spending for consistency with
the approved budget, approving all disbursements. Prepared annual financial
statements for independent audit. Strengthened internal control procedures,
improved quality of internal reports for management, and developed prototypes
for additional reports. Represented the agency in discussions OMB, Congress, and
U.S. Treasury personnel.
Supervised
human resources function, including employee hiring and payroll processing.
Supervised the procurement of all goods and services needed by staff. Managed
employee travel and training programs. Conducted audits of compliance with
internal policies, and assisted in the design of a computer-based system for
submitting and routing requests for goods and services. Developed prototype of
employee performance plan that included Strategic Plan objectives. Closed two
regional offices, in Boston, MA. and Dallas, TX., to accomplish internal
savings.
Position
Held:
Director, Finance and Administration - October 1982 to April 1996
Pennsylvania Avenue Development Corporation
Washington, D.C.
Served as the
Chief Financial Officer and Chief Administrative Officer of a 40 person federal
corporation that carried out a $1 billion program of revitalizing the
Pennsylvania Avenue corridor between the Capitol and White House. The program
consisted of property acquisition and its subsequent resale for commercial and
residential uses, construction of the Ronald Reagan International Trade Center,
and construction of complementary parks, plazas and public space improvements
throughout the area.
Prepared
short-term and long-term budgets for the corporation’s projects. On an annual
basis, submitted written justifications for funding, i.e. appropriations and
U.S. Treasury borrowing authority, to OMB and Congress for approval.
Supervised the accounting for three separate accounting entities, prepared GAAP-based annual consolidated financial statements subject to independent
audit, and prepared internal reports used by management to track project costs.
Managed the corporation's cash inflow from sale and lease revenues to ensure
funds were available for capital needs. Negotiated terms of borrowing agreements
with U.S. Treasury. Invested idle cash or repaid debt. Acquired software and
hardware for a new accounting system. Established budget, accounting, and
internal control systems for the organization. Prepared public solicitation
documents for and supervised the sale of a major property. Represented the
agency in discussions with OMB, Treasury, and the public on financial matters.
Approved all disbursements.
Established
administrative policies and procedures for the organization. Supervised payroll
processing; hired, promoted and separated employees; acquired new computer
technology for word processing, e-mail, spreadsheet and other needs. Purchased
all operating equipment, supplies and services. Centralized record keeping.
Managed the relocation of the organization to a new office building.
Position
Held:
Realty
Specialist and Budget Officer - June 1975 to October 1982
Pennsylvania Avenue Development Corporation
Washington, D.C.
Evaluated the
investment potential of properties acquired or to be acquired by the
corporation, focusing on expected return from selling or leasing the properties
to private sector developers of commercial and residential structures. Also
prepared the corporation’s annual operating budgets and participated in the
development of the original capital budgets for the corporation’s various real
estate and infrastructure programs. Prepared annual budget justification
documentation for OMB and Congressional consideration.
Position
Held:
Acquisitions
Officer. - January 1974 - March 1975
Housing
America, Inc.
Washington, D.C.
Evaluated the
expected financial return from acquiring candidate apartment properties
throughout the eastern United States and converting these properties to
condominium ownership. Assisted in the conversion of one rental property to
condominium ownership.
Position Held:
Associate
- January 1972 - December 1974
Gladstone Associates
Washington, D.C.
Evaluated the
alternatives for development of real estate owned by public and private clients.
Evaluation was typically three-phased: (1) measurement of the demand for the
various land uses permitted by zoning, (2) preparation of cash flow projections
for development alternatives, and (3) determination of the financially-optimum
development program.
Position
Held: Maintenance Officer - August 1967 - November 1971
United States Air Force
Hampton, Virginia
Served as an aircraft maintenance officer at Langley AFB, Hampton, Virginia.
With final rank of Captain, supervised crews of aircraft maintenance
technicians.
Other
Experience
Since 1981, has
maintained a public accounting practice separate and apart from other
employment, preparing income tax returns for individuals and small businesses.
E D U C A T I O N
& C E R T I F I C A T I O N
S
College of
William and Mary, Williamsburg, Virginia
Master of
Business Administration
University of
Virginia, Charlottesville, Virginia
Bachelor of Arts
degree, with Honors
Certified Public Accountant,
Commonwealth of Virginia |
