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About Me

           Driving Financial Transformation and Operational Efficiency for Strategic Growth

 As a finance transformation and digital operations consultant, I help finance leaders across the public and private sectors modernize their systems, streamline processes, and enhance decision-making through strategic planning and data-driven insight.

With over two decades of experience, I specialize in improving core finance functions by aligning people, systems, and processes to support organizational goals. My work spans ERP implementations, SOX 404 compliance, risk mitigation, and automation strategy. Whether supporting compliance efforts or reengineering workflows, I bring value, flexibility, accountability, and a deep commitment to results.

 

How I Add Value to Your Organization:

 I understand the evolving challenges that finance teams face, particularly in areas such as system integration, reporting accuracy, and efficiency. As your consultant, I can help you:

  • Provide hands-on support for expense monitoring, month-end close, variance analysis, forecasting, and budget planning.
  • Analyze business performance using financial and statistical methods to evaluate trends and inform decision-making.
  • Build and enhance financial models for forecasting, scenario planning, and executive reporting.
  • Translate data into actionable insights and present findings that support smarter, faster leadership decisions.
  • Define business requirements and conduct current- and future-state process analysis.
  • Standardize and automate routine procedures to increase efficiency and reduce errors.
  • Leverage business intelligence and reporting tools to guide strategic direction.
  • Support digital process automation using tools such as Glide, Python, and AI-powered platforms to drive internal efficiencies.

 

Functional Capabilities:

 Examples of consulting engagements I’ve led or contributed to include:

  • Implemented Sarbanes-Oxley Section 404 audit controls and revenue recognition protocols for a national software firm
  • Audited revenue misstatements and subcontractor compliance for an international consulting company in alignment with SEC and AICPA standards
  • Led process design and strategic data analysis for a government-sponsored enterprise to support new business initiatives
  • Supported a multibillion-dollar financial restatement project, assessing impairment indicators for financial instruments
  • Conducted a system audit on the INVESTRAN accounting platform for a global private investment bank to validate data integrity
  • Designed financial models including cost-benefit analysis, resource allocation models, and operational performance reports
  • Reengineered CAPEX workflows for a global real estate firm, developing current- and future-state process flows

  

Personal and Interpersonal Strengths:

  • Clear Communicator – Ensures stakeholders receive the necessary information to make informed, timely decisions.
  • Analytical Problem Solver – Uses structured thinking to address complex financial and operational challenges.
  • Process-Oriented – Skilled at mapping, organizing, and optimizing workflows across departments
  • Highly Organized – Manages multiple projects simultaneously while meeting deadlines and maintaining quality.
  • Strong Written Communicator – Crafts clear, impactful documentation and reporting aligned with leadership priorities

 

In today’s fast-moving business landscape, adaptability is key. I can step in to complement your existing team or lead independent initiatives to stabilize and enhance your financial operations, bringing both strategic insight and hands-on execution to every engagement.

Sampling of Past Engagement Clients

Representative sampling of consulting projects across nonprofit, defense, hospitality, real estate, financial services, government, and telecom sectors, demonstrating consistent delivery of measurable results and strategic process transformation

Nonprofit Sector | Enhancing Audit Readiness & Automating Financial Workflows

A nonprofit organization facing audit risk and year-long bank reconciliation backlogs engaged me to assess and stabilize financial operations while strengthening internal controls.

  • Conducted a comprehensive assessment of cash handling, account reconciliation, and system access protocols to strengthen audit readiness
  • Eliminated a year-long backlog of unreconciled bank transactions and corrected general ledger inconsistencies, restoring financial accuracy and audit compliance
  • Established standardized processes for revenue data collection and reconciliation across departments
  • Implemented Bill.com and Divvy, reducing invoice approval time from two weeks to two days and eliminating manual credit card receipt tracking
  • Provided targeted training to AR and AP specialists on reconciliation, journal entries, and invoice processing optimization, along with comprehensive process documentation to ensure lasting improvements
  • Delivered hands-on support and process documentation to ensure lasting improvements

Result: Successfully reconciled all outstanding bank transactions and implemented automation rules in Sage Intacct to streamline future reconciliations. Developed templates and training resources, resulting in a 75% increase in productivity across AP and AR functions. Significantly improved operational accuracy and control.                                      

Wireless Telecommunications | Optimizing Investment Readiness & Financial Controls

A wireless telecommunications company that develops, owns, and operates communications infrastructure facilities failed two consecutive audits, creating significant issues with investor confidence. As Senior Business Analyst/Change Management Consultant on a specialized consulting team, I was initially engaged to assess their financial processes. Following a comprehensive analysis, our team determined that a complete overhaul of the accounting function was necessary. I led key components of the transformative process improvements across AR, AP, and system infrastructure that not only restored operational efficiency but also significantly enhanced stakeholder trust.

Key Accomplishments:

  • Conducted comprehensive AR process analysis and implemented checklist tools, procedures, and training that reduced past-due receivables by over 50% within 6 months
  • Streamlined invoice processing from 3 weeks to 2 days through a well-defined workflow design that eliminated cumbersome multi-step approval processes
  • Optimized AP operations by implementing automation solutions that reduced error rates by 80% and provided enhanced cash flow management insights
  • Successfully managed system migration from Windows to web-based platform, enabling clean database implementation and modular retrofit without disrupting current operations.
  • Supported comprehensive process assessments for the Corporate Real Estate module, including UAT on 180 corporate leases for infrastructure facilities
  • Result: Successfully positioned the company to secure $280 million in new investments

 

Defense Sector | Interim AP Operations & Comprehensive Process Improvement Strategic accounts payable leadership for a defense contractor

Engaged as Interim AP Manager following the departure of the AP Manager to stabilize operations and implement process improvements for a defense contractor operating under complex government compliance requirements. Led six-person AP team overseeing complete accounts payable operations - travel/expense processing, invoice approval, and vendor management for 200+ employees across multiple government contracts. 

Key responsibilities:

  • Approved invoices above designated thresholds, ensuring proper authorization controls
  • Managed new vendor onboarding and approval processes with fraud risk mitigation
  • Trained staff on proper vendor due diligence procedures and documentation requirements
  • Established rigorous controls for $1+ million in corporate card transactions

Key improvements:

  • Reduced travel booking errors by 50% through comprehensive Deltek Expense 10 training
  • Implemented enhanced fraud prevention protocols for vendor onboarding
  • Streamlined vendor and employee inquiry resolution processes

Results: Delivered operational stability, 50% error reduction, enhanced fraud prevention, and rigorous regulatory compliance for multi-million-dollar defense operations.

Software & Technology Sector | Strengthening SOX Compliance & Revenue Recognition

 

A fast-growing software company needed to improve audit readiness and streamline revenue workflows to support continued growth. As a Management Consultant, I was hired to implement Sarbanes-Oxley (SOX) 404 audit procedures and perform revenue recognition for complex software licensing agreements.

 

Key Accomplishments:

  • Developed an internal filing process system to track contracts and issues, standardizing the approval process and reducing cycle time from one week to two days
  • Analyzed multi-million-dollar software licenses for recognition and compliance by applying revenue recognition guidance provided by US GAAP
  • Collaborated with subject matter experts to document comprehensive process flows and controls across departments
  • Executed, documented, and tested key SOX 404 controls to ensure audit readiness and regulatory compliance

Results: Established robust SOX compliance framework and streamlined revenue recognition processes for sustainable growth

Government-Sponsored Enterprise | Improving Program Oversight & Strategic Metrics

For the Making Home Affordable Modification Program (HAMP), a federal housing initiative, I was hired as a consultant. 

My primary focus was on developing tracking tools, conducting cost-benefit analyses, and defining KPIs to support more effective staffing and product rollout.

Key Accomplishments:

  • Collaborated with various business units to perform comprehensive cost-benefit analyses across program initiatives
  • Developed a project tracking system to improve the efficiency of managing multiple product development projects
  • Contributed to defining performance metrics to support all staffing and product initiatives
  • Recommended action plans to address deficiencies that enable managers to improve their staffing plans and performance trending effectively

Results: Improved internal coordination across business units and delivered a data-driven roadmap for future initiatives.

Lodging & Real Estate | CAPEX Workflow Transformation Business process redesign for major hospitality real estate company

Hired as a Business Analyst Consultant to diagnose and resolve capital expenditure approval bottlenecks. Collaborated with BPM vendor to analyze current-state constraints and design an integrated web-based workflow solution, transforming how the organization manages multi-million-dollar capital projects.

Methodology:

  • Conducted stakeholder interviews across all departments
  • Documented existing "As Is" processes and pain points
  • Developed a situation analysis highlighting workflow bottlenecks
  • Designed draft templates and optimized process flows

Results: The Finance department secured committee approval for the BPM tool implementation based on a documented constraints analysis and a projected ROI demonstration.

Hospitality Sector | Capital Project Reporting & Workflow Integration

Managed dual-track capital expense operations: processing high-volume construction invoices for retail tenant buildouts and facility upgrades while developing enterprise-wide workflow optimization. Authored comprehensive capital expense reconciliation procedures manual from scratch - the client had no standardized reconciliation process previously. Collaborated directly with the Director of Finance on month-end reconciliations and PMO leadership to streamline processes across four integrated platforms.

Key accomplishments:

  • Reduced project approval cycle time by 30% through optimized workflows
  • Created the first-ever capital expense reconciliation procedures manual
  • Eliminated month-end reconciliation errors for construction and facility upgrades
  • Delivered finance-ready reporting for multi-million-dollar capital projects

Results: Delivered 30% faster project approvals, zero reconciliation errors, and enterprise-wide standardization of capital expense processes.

 

Education & Training

SAP FICO Training- October 2011-December 2011

YTEK SOLUTIONS INC- Dayton, OH

Finance & Accounting Implementation Module Training

Business Analyst- 2008

REQUIRMENT INC, HERNDON, VA

Business Analyst Training Course

MBA-2005

Marymount University

Concentration in Finance

B.A

WESTERN ILLINOIS UNIVERSITY

Related Courses: Principle of Accounting, I, II, Intermediate Accounting I, Cost Accounting

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You can view my power point resume here