CHRONOLOGY
WORK EXPERIENCE
CONSULTANT AND ASSOCIATE PROFESSOR
1995 to Present
Individually,
and on behalf of KPMG and RCN Associate clients, design, develop,
implement financial management systems, and specified projects;
determine customer requirements, prepare technical analyses, develop
alternatives; ensure compliance with applicable laws, regulations,
and policies; and brief senior federal and corporate officials.
Develop business plans; credit and risk analyses; and performance
measurements and techniques and prepare balanced scorecards.
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Prepare and
close Department of Health and Human Services year end
consolidated financial statements; redefine Treasury Department
material codes and capitalization policy; reconcile ATF accounts
payable; and conduct internal control reviews (OMB A-123).
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Conduct
professional development training on financial management,
finance, and accounting on behalf of American Management
Association and other clients.
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Train
graduates and undergraduates in accounting, auditing, cost
accounting, finance, and contract administration at University of
Maryland University College, Strayer University, and others. Edit
accounting textbooks and software for Prentice Hall and John A.
Wiley.
US
Department of Transportation, Washington DC
Director of Finance,
National Traffic Safety Administration
2006 to 2007
Managed the
$1 billion federal traffic safety financial portfolio, including $75
million administrative and $925 million grants programs.
Administered and implemented NHTSA accounting, grants, training, and
reimbursable agreement solutions. Develop and institute financial
management policies and desk procedures. Review contractor prepared
A-123 documents and prepare cycle memoranda. Reconciled budgetary
and proprietary funds; oversee and initiate budgetary and
proprietary transactions; prepare and issue monthly, quarterly, and
annual federal financial statements and reports using Oracle
Financial software; determine cash requirements, including funds
control; and train professional staff. Provided technical guidance
and evaluate professional staff. Participate in department work
groups on grants; financial systems; training; and audit.
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Accounts
Payable, Accounts Receivable, and Working Capital Fund suspense
accounts amounting to $125 million are current and reconciled.
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Reduced
outstanding audit findings from 31 to 5 in fiscal year 2006
achieving unqualified audit opinion and eliminated those material
weaknesses entirely in fiscal year 2007.
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Develop and
implement financial management policies, procedures, and training
programs.
US Agency
for International Development
Systems Accountant, Office of the Chief Financial Officer
2000 to 2005
Conducted
performance and compliance reviews of the Agency’s financial
management policies, practices, and procedures; design, develop,
test, and implement financial systems integration projects such as
the Management Cost Accounting System and Activity Based Costing.
Develop headquarters and mission office policies regarding cost
accounting and financial activities. Worldwide Plan Administrator
for the USPSC 401(k) Defined Contribution Pension Plan. At USAID
missions, served as Acting Mission Controller and conducted
financial management overview training course.
US
DEPARTMENT OF TREASURY, Washington, DC
Program Analyst, Project Manager, Systems Accountant
1995 to 2000
Provided
technical and administrative oversight on the design, development,
testing, and implementation of the Payments, Claims, and Enhanced
Reconciliation (PACER) enhancement project. Develop system
administration and internal control policies. Prepared the strategic
implementation plans, including requirements, alternatives,
performance measures, and technical analyses to replace the Claims,
Payment, and Reconciliation (CP&R) system and PACER. Supervised
employees and provide technical oversight to contractors. Review
major systems, including security and brief senior officials.
RESOLUTION
TRUST CORPORATION (RTC), Washington, DC
Senior Accountant, Office of Contractor Oversight and Surveillance,
Review Branch
1994 to 1995
OFFICE OF
PERSONNEL MANAGEMENT (OPM), Washington, DC
Auditor-in-Charge, Office of Inspector General (OIG)
1991 to 1994
U.S.
DEPARTMENT OF LABOR, Washington, DC
Auditor-in-Charge, Office of Inspector General
1988 to 1991
U.S.
DEPARTMENT OF VETERANS AFFAIRS, Philadelphia, PA
Auditor, Office of Inspector General
1987 to 1988
Managed and conducted financial, compliance, and
internal control audits, including A-123 reviews; limited-scope
reviews; and special reviews of federal programs; contractor and
grantee awards; and recipients of services. Provided guidance to
professional staff teams (employees and independent public
accountants) located in multiple geographic sites, including
workpaper review; prepared audit and review reports and briefing
packages; and conducted entrance and exit interviews and fraud
interviews.
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Performed
complex financial, compliance, and performance reviews of RTC
contractors and evaluated loan servicing activities resulting in
recoveries of $3 million; developed OCOS Review Manual, and
evaluated performance measures and results.
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Conducted
the OPM Chief Financial Officer's Act (CFO) financial statement
audit and Federal Employees Health Benefits Program audits on $7
billion Health Trust Fund reducing un-invested funds and
recovering inappropriately claimed costs and developed independent
audit and review processes and the OPM OIG Audit Manual.
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Conducted
performance, compliance, and financial audits of programs; DOL
grantees and contractors; medical centers, insurance, VA regional
offices, and cemeteries resulting in recoveries of appropriated
and non-appropriated monies and Program Fraud Civil Remedies Act
(PFCRA) convictions; streamlined acquisition and contract
administration policies; and controls for non-appropriated monies
of a Presidential Committee.
HEALTH
CARE FINANCING ADMINISTRATION, Philadelphia, PA
Program Analyst, Medicare and Medicaid Bureau
1979 to 1987
Approved
State Agency and Medicare program policies and budget. Act as
Freedom of Information Act Officer. Managed and provided guidance
to federal Peer Review Organization contractors and successfully
prosecuted providers that filed fraudulent in excess of $1 million.
U.S.
GENERAL ACCOUNTING OFFICE, Philadelphia, PA
Auditor
1974 to 1979
Audit
federal, State, and local programs and their related contractors
resulting in improving foreign military sales, military recruiting,
and customs program administration.
E D U C A T I O N
& C E R T I F I C A T I O N
S
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Masters of
Business Administration,
Drexel University, Philadelphia, PA
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Bachelor of
Business Administration,
Temple University, Philadelphia, PA
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CERTIFICATIONS
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PROFESSIONAL
ASSOCIATIONS
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Member, Board
of Directors, Credit Counselors, Inc., Richmond, VA from 2000 to
2003
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Life Member
of the Association of Certified Fraud Examiners
