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E X P E R I E N C E
S U M M A R Y
Financial manager and CPA, with over 25 years of high level
experience with AID, State Department and the not-for profit sector
in financial and account analysis, planning, budgeting, IT systems,
financial reporting, audit and general management.
Qualifications
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Financial and Account
Analysis In tracking down inconsistencies in accounting records in
both the USG and the not-for-profit sector, as well as preparing for
audits, financial and account analysis has been an indispensable
tool for the past 35 years. The most challenging situation recently
encountered was having to analyze all balance sheet accounts in the
ledgers because they did not agree with the amounts reflected in the
audited statements of an organization. Through analysis, the
accounts were ultimately brought into agreement in a manner approved
by the outside auditors.
·
Planning and Budget
Have been involved in planning and preparing project and office
budgets since joining AID in 1968. As the CFO of a not-for-profit,
was actively involved working with the program staff in planning and
budgeting projects in locations worldwide.
·
Information Technology
As an AID field office controller and later as the CFO of a
not-for-profit, have always had responsibility for the IT office
and consequently responsibility for equipment and software
procurement, systems modifications and increasing or decreasing
staff as necessary. This included negotiations for the procurement
of new software and planning and implementing the conversion of two
accounting systems.
·
Financial Reporting
and Audit Coordination For over 30 years being a controller in AID
and a CFO in the not-for-profit sector, have been responsible for
having the accounts ready for internal and external audits. During
4 years of working for a not-for-profit, there were (1) annual
audits by the external auditors hired by the Board, (2) audits of
the sub-grant program by the internal auditors of a large grantor,
(3) audits by an outside CPA firm, paid for by USIS, to review the
calculation of overhead and fringe rates, (4) at least one audit of
a project by the AID IG staff, and (5) program audits by the USIS IG
staff of programs being implemented concurrently by 4
not-for-profits. In all cases, the audits received clean financial
opinions and in several cases very positive management letters
commending the accounting office.
·
General Management
At the not-for-profit organization, reduced the overhead rate from
32% to 18% in four years. Installed new accounting software and
system in 1998 and still get very positive comments from the
accounting staff working there. Drafted for another not-for-profit
a financial policies and procedures manual. Worked part time over
1½ years helping a State Department office develop policies and
procedures for an expanding grant program. The office was recently
reviewed by the State IG and the office advised that the grant
program received very favorable comments.
- Relations
With Staff It is very important that the staff in an accounting
office function as a close knit group. They must communicate and
coordinate with each other and share as a unit the commendations
and benefits earned from the outputs of the office. To the extent
possible it is preferable to hire people who will do excellent
work and earn promotions from within the organization. If
internal promotions are not possible, staff warranting promotions
should be assisted in their search on the outside. It is often
easier to hire new people who have potential to grow-on-the-job,
than it is to deal with dissatisfied employees who have no upward
potential.
·
Diversity and
Collegiality Have always worked with and supported multi-cultural
staffs through reorganization, installation closure, and
downsizing. Networking is a useful skill.
Employment Chronology
·
Contract with State
Department, Washington, DC to assist in developing policies and
procedures for an expanding grant program; 2001 - 2003
- Contract with Counterpart International, Washington, DC to assist
account analysis in preparation for the FY 2002 audit, and draft a
financial policies and procedures manual; 2001 2003
- CFO, International Republican Institute, Washington, DC; 1996 - 1999
- Retired and oversee the finances of a masonry
contractor (family) with 75 employees.
- Financial analyst with Pan American Health Organization, Washington,
DC; 1988 1995.
- Agency for International Development (AID), Washington, DC. Deputy
AID Controller for Overseas Operations, Washington, DC 1987
1988, controller in Kenya 1985 1987, controller in Philippines
1980 1985, Asia Bureau controller in Washington DC 1977 1980,
controller in Peru 1975 1977, financial analyst/controller in
India 1970 1975, internal auditor in Bolivia1968 1970.
E D U C A T I O N
& C E R T I F I C A T I O N
S
- Michigan State University, E. Lansing, Michigan 1953 - 1957
BA- Business Accounting
- Certified Public Accountant, Michigan, 1965,
- Currently
have Top Secret clearance at State
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