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E X P E R I E N C E
S U M M A R Y
Over forty years of financial
management and systems experience with the Federal Government
including five years as an officer on active duty with the U. S. Air
Force. My experience includes auditing, operational and systems
accounting, and the formulation and implementation of financial and
budget policy. I have designed, implemented and operated large
financial management systems for agencies that included both
domestic and overseas operations. I am experienced in all aspects of
financial analysis and system testing including the development of
testing techniques. I have served on project teams to develop
strategic planning for various agencies. I have coordinated and
participated in various financial management conferences and have
experience in the development and presentation of financial training
projects. I served with OMB, Treasury and the CFO council on various
financial management projects including GOALS, TRACS and the debt
and revenue collection task force and have extensive knowledge of
OMB, GAO, and Treasury regulations and related financial statements
Qualifications
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Daston Corporation 6/04 to 12/04
Supervisor – Wendy Nesbitt (703) 288-3200
Provided
services to reconcile General Ledger cash accounts with Treasury
cash by ALC and Appropriation for the current Fiscal Year.
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U.S. Department of Health and Human Services (HHS) 10/02 to 12/03
Independent Consultant
Supervisor – Damon Sutton (202) 690-6228
Provided
services to update and develop accounting guidance to prepare for
the HHS Unified Financial Management System (UFMS) implementation.
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KPMG
Consulting through Haynes & Associates, Inc. 5/02 to 9/02
Independent Consultant
Supervisor – Mariama Kargbo (703) 747-3414
Served as an
accounting consultant. Worked with KPMG on the development and
implementation of the FHA People Soft system at HUD. Primarily
concerned with the development and analysis of posting logic for
the People Soft system as well as the reconciliation and analysis
of interfaces with the HUD central financial system, HUDCAPS.
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Grant Thornton
LLP 1/00 to 3/02 (GT Contract with AMS at HUD ended) Independent
Consultant
Supervisor – Robert J. Biancucci (703) 847-7500
Served as
Senior Systems Accountant and Team Leader of the Grant Thornton
(GT) project team in support of American Management Systems (AMS)
efforts to implement their Federal Financial System (FFS)
(HUDCAPS) at the U.S. Department of Housing and Urban Development
(HUD). Assisted AMS by providing a review and analysis of the HUD
Audit reports for FY1999/2000 as it pertains to the HUD central
financial management system “HUDCAPS”. Helped determine critical
audit areas within the AMS “HUDCAPS” system in need of immediate
resolution. Provided recommendations to AMS and HUD to answer and
resolve critical system questions regarding government financial
accounting and internal controls. Worked closely with AMS, U.S.
Treasury, and HUD personnel to modify and develop an accurate SF
224 for bulk transmission to Treasury from the HUDCAPS system.
Worked with AMS and HUD personnel to resolve differences regarding
SF 133 and Status of Funds reports. Provided research and support
regarding HUDCAPS Trial Balances, accounting posting models,
crosswalks, and HUDCAPS/PAS interface flowcharts and
documentation. Assisted in the development of a viable Annual
Close process developing time lines and manuals and a simplified
process for future use.
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Foundation
Systems Incorporated (FSI) 1/99 to 12/99
Supervisor: Robin T. Myaing (301) 442-8040
Served as a
Senior Systems Accountant and provided services in accounting
operations, financial systems development and testing, review and
analysis of financial information systems and their requirements,
and management consulting for various projects.
Completed a
project with the Department of Treasury’s Financial Management
Service (FMS) analyzing and reconciling the U.S. Treasury’s SF 224
accounts.
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Department of
the Treasury, Financial Management Service (FMS) 10/88 to 8/98
Supervisor: Karol Forsberg (202) 874-8518
Served as a
Senior Financial Management Analyst, Project Director, and Team
Leader, involved in providing consulting services and financial
management systems information to senior management throughout the
Federal government.
Performed as
project director and conducted an independent assessment of a new
accounting system, developed and implemented by Digital Systems
Group (DSG) for the Department of Defense (DOD), Defense Finance
and Accounting Service (DFAS). Worked closely with DSG, DFAS,
and Navy personnel in the development of test
modules and testing of the system at several DOD locations such as
the Naval Facilities Engineering Service Center, Port Hueneme, Ca.
Provided analysis of the testing data and coordinated project
progress with various DOD organizations. The project team assisted
DFAS at the San Diego and Charleston Naval Facilities in
developing test scenarios, monitoring the testing, providing
advice, solutions and alternatives, and communicating
satisfactorily with all pertinent DOD organizations.
Served as the FMS Agency Services team leader while working with
the Office of Management and Budget (OMB) management staff to
review, analyze, and improve Departments/Agencies financial
systems and strategic plans. Performed as project director in the
following Federal government agencies: the U.S. Department of
Housing and Urban Development (HUD), the U.S. Department of
Agriculture (USDA), U.S. Information Agency (USIA), Department of
Justice (DOJ), Department of Transportation (DOT), and the Farm
Credit Administration (FCA). Worked with OMB staff to formulate
draft strategic plans for the future development of various
electronic systems throughout the Federal Government.
Served as a consultant and team leader with OMB staff in the
review and update of OMB Circulars A-123, A-127, and A-130.
Developed checklists for OMB Circulars, the Joint Financial
Management Improvement Programs (JFMIP) Core Financial System
Requirements (CORE) document and FASAB standards to be used by OMB
and various agencies for financial systems reviews.
Worked with the Federal Communications Commission (FCC) to analyze
and update their risk analysis program.
Coordinated and participated in various financial management
conferences. Responsible for the development and presentation of
various training projects, such as “Dollars and $ense”.
Developed standardized tests and testing procedures to be used by
agencies to determine their financial system compliance with
Federal financial standards. Assisted in the development and
testing of the first Financial Management System Schedule (FMSS)
bench mark test, used by (GSA) to test the financial system
software of various vendors prior to admittance to the FMSS
Schedule.
Developed
standards and controls for the Treasury Accounts Receivable and
Collections System (TRACS). Worked with the Treasury Departments
Financial Management Systems Advisory Committees Revenue Project
Team to standardize and integrate revenue systems Department-wide.
Served as
project director and senior analyst responsible for performing a
review of three U.S. Coast Guard (USCG) financial management
information systems for compliance with Federal financial
management standards. Reviewed design documentation for the USCG
Aviation Maintenance Management Information System. Conducted an
analysis of the accounting function in the Supply Center Computer
Replacement (SCCR) and the Fleet Logistics System (FLS) project to
insure that the financial aspects of the system meet all pertinent
Federal financial management requirements. Developed a test plan
and procedures as well as a system test including scenarios to
provide a Benchmark for the SCCR/FLS systems project. Responsible
for developing unique new checklists for the JFMIP Core and FASB
requirements, and OMB Circulars A-123, A-125, A-127, and A-130 for
testing the specialized financial systems of DOT and the USCG.
Successfully
completed a situational assessment of the USDA’s Forest Service
(FS), Working Capital Fund (WCF), performing benchmarking and best
practice reviews of similar organizations in the private sector.
The project involved developing questionnaires, interviewing
management representatives of selected companies, and conducting
workshops for WCF management in order to develop a best practices
document to be used by the WCF.
Successfully
accomplished a review and situational assessment of the
Immigration and Naturalization Service’s (INS) financial
information system to provide information and recommendations for
the development or purchase of a new financial management
information system. Also participated in the development of a
strategic plan for the agency.
Served as
Chief of the Accounting and Reporting Section. Managed the
operation for maintaining the official accounting records and
reporting for all funds authorized by Congress for programs
managed by the Department of Education.
Supervised the
preparation and issuance of all external and internal financial
management reports. Provided guidance and assistance to
administrative and program officials regarding the use of
financial reports and grant and contract obligations and payments.
Instrumental
in developing automated systems for the reconciliation of cash and
Budget Clearing Accounts.
Responsible
for the timely successful completion of the General Education
Provision Act (GEPA) report. This success involved extensive
revisions and automation, as the report was essentially manual
prior to this project.
Served as a
member of the team to solicit and purchase a new accounting system
for the Department. Also served on the team to develop, modify and
install the new system.
Served as the
Director of the System and Operation Division. Managed the
operation of the Financial Management’s Information and Accounting
System. Responsible for the operational aspects of the system.
Performed system analysis and workflow studies. Developed and
conducted training for agency personnel on various aspects of
financial management.
Worked on the
team to install the DOT, DAFIS system as NHTSA’s primary
accounting system.
Project
director directly responsible for designing, developing, and
installing the FAS automated accounting system. Worked with the
Wang VS100 and the IBM 360 and 370 systems.
Director of
the Funds Control Branch. Responsible for all domestic and
overseas accounting operations. Accomplished the accounting for
all overseas Agency Market Development projects.
Worked with
the National Finance Center in New Orleans to centralize payment
systems and provide integration into the FAS accounting system.
Worked with
the Department of State and other agencies including U.S.
embassies overseas to obtain and provide financial management data
necessary for FAS daily accounting operations.
Served as an
Auditor while on active duty. Time on active duty varied from two
weeks to one month each year. Performed both financial and
procedural audits. Conducted audits of contractors responsible for
conducting oil sample testing, BX and clothing store sales,
hospital pharmacy, a jet engine shop and others. Audits resulted
in savings of fifteen thousand dollars to eighty-five thousand
dollars minimum per audit.
Served as the
Deputy Division Director of the International Loans and Commercial
Bank Credit Division. Maintained and controlled accounts to
accurately reflect the loan activity of the ExImBank. Analyzed and
classified loans, serviced portfolio sales, and supervised loan
servicing. Worked with commercial banks to develop loan-financing
procedures.
Responsible
for the preparation and distribution of internal and external
financial reports. Accomplished audits and reconciliation’s of
grants and contracts. Controlled and directed reviews of
obligations. Responsible for maintaining controls to insure
accuracy of system reports.
Accountant
responsible for analyzing and reconciling accounts payable,
issuing checks and establishing procedures for maintaining a
computerized surveillance of documents.
Responsible
for directing up to two hundred thirty-five military and civilian
maintenance personnel who provided maintenance and service to
various aircraft including Presidential and other VIP aircraft at
Andrews AFB. Responsible for establishing a budget forecast and
providing financial management of expenditures. Also responsible
for accomplishing aircraft crash investigations.
E D U C A T I O N
& C E R T I F I C A T I O N
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