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E X P E R I E N C E
S U M M A R Y
Profile
Thirty-two years experience in
Financial Management with the U.S. Department of Energy (DOE) and
the U. S. Army's Harry Diamond Laboratories (HDL)
Proven track record of Outstanding
Performance: Outstanding ratings on every performance appraisal
received from 1969-1997; Winner of HDL Ulrich Award and DOE
Financial Management Achievement Award; Selected participant in
DOE's Senior Executive Service Candidate Development Program
Demonstrated Leadership/Management
Skills in Oversight and Financial Systems Integration , working
with numerous R&D Laboratories and Management and Operating
(M&O) Contractor's Accounting, Administrative, Legal and
Contract Departments
Twenty-two years of management and
supervisory experience having never received a grievance or an
equal employment opportunity complaint
Accomplishments
Financial Management
- Managed four divisions (75) employees):
Departmental Accounting and Analysis, Financial Systems
Development, Special Accounts and Payroll, and Management
Accounting and Pricing
- Provided nationwide oversight of accounting
functions and ADP financial systems development of approximately
25 field sites and 45 integrated contractors
- Redesigned and developed a fully automated
funds distribution and administrative control of funds system
for DOE. The system controlled approximately $23 billion of
appropriated funds and $2 billion for reimbursable work for
other government agencies, state and local governments, and
domestic and foreign businesses.
- Performed the formulation, presentation,
execution, and review of multimillion dollar budgets at
Headquarters for a cabinet level agency, and at the field level
for U.S. Army research and development laboratories
- Led special assignments from the DOE
Controller and the Assistant Secretary for Management and
Administration concerning sensitive financial management issues.
Reviewed correspondence produced by DOE and external reports
(from the Government Accounting Office, Inspector General,
Office of Management and Budget, etc.) to assure these documents
properly reflect DOE position/policy
- Performed liaison responsibilities with
Congressional appropriations staff and General Accounting Office
auditors concerning various financially sensitive issues
- Acquired knowledge of management principles
and techniques as applied to the research and development
environment through management of financial programs for R&D
Laboratories
- Managed and directed the design,
development, and implementation of DOE's integrated accounting
systems, including the Departmental Financial Information System
(FIS), which is a source of data for DOE's internal and external
reporting , and the Department's integrated standardized core
accounting system
- Ensured standardization and integration of
contractors and DOE field office financial reporting systems
with DOE's FIS
- Managed HDL's entire budget of $50M using
an integrated commercial/government cost accounting system;
presented and justified HDL's revolving fund budget to higher
echelons (i.e., Army Material Command, Department of Army, DOD,
and OMB) and was able to obtain additional $50M for construction
of new laboratories
Federal Policies and Practices
- Acquired a broad knowledge of Federal
financial management policies and practices (e.g., Federal
appropriations law, Treasury requirements, OMB circulars, 31
U.S. Code on "Money and Finance," and Chief Financial
Officer's [CFO] Act of 1990)
- Obtained detailed knowledge of DOE's
financial policies and procedures: formulated/promulgated DOE's
financial policies concerning reimbursable work for others, cost
accounting, inventories ($50 billion), and pricing of products
and services ($8 billion annual sales) to comply with the CFO
Act
- Performed and documented for senior
management at the Nuclear Regulatory Commission (NRC) an
evaluation of NRC's financial management policies, procedures,
and systems
- Transitioned and integrated the financial
resources and requirements of eight agencies into the Department
of Energy when the Department was created by Congress
Cost Accounting/Analysis
- Administered full cost recovery policy for
pricing of DOE's varied products and services (e.g., nuclear
materials, isotopes, uranium enrichment services) furnished to
other Federal Agencies, state and local governments, and foreign
and domestic enterprises.
- Solved cost allocation problems, pricing
issues and other financial problems involving DOE's working
capital funds, reimbursable work for others funding, and power
marketing administrations revolving funds.
Employment Chronology
Cox & Associates, CPA's, P.C.,
Washington, D.C (1997 June- October 1997)
Senior Financial/Management Analyst
Department of Energy, Germantown, MD
(1976-January 1997)
1988 - January 1997 Acting Director, Office
of Departmental Accounting & Financial Systems Development,
Office of Chief Financial Officer
1978-1988 Supervisory Budget Analyst Office
of Budget, Office of the Controller
1976-1978 Senior Budget Examiner Office of
Budget, Office of the Controller
U.S. Army Material Command, Harry
Diamond Laboratories, Adelphi MD
1965-1976 Special Assistant to
Controller/Budget Officer
U.S. Army Reserve
1966-1972 Military Service Honorable
Discharge
E D U C A T I O N
& C E R T I F I C A T I O N
S
Benjamin Franklin University
Bachelor of Science, Accounting, 1964 (Top
Ten Graduates)
U.S. Army Finance School, 1967 (2nd
in Class)
Senior Executive Candidate Development
Program Training, 1994
Member of the Association of
Government Accountants
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