Accomplished Finance and Project Management professional bringing 20+ years of experience, and a demonstrated successful history of leadership and industry accomplishments. Experience managing and driving change to promote continuous operational improvement. Employed multi-prong strategies to streamline internal systems, enhance revenue and extend profits.
Overview
20
20
years of professional experience
Work History
Director of Finance, Operations
Magellan Investment Holdings LTD
01.2021 - Current
Served as the acting Chief Financial Officer overseeing all finance and operational functions across 10 corporate entities, including accounting, payroll, benefits administration, and compliance.
Directed year-end financial reporting, tax preparation, and coordination with multiple CPA firms to ensure full regulatory compliance and accuracy.
Executed over $50K in domestic and international wire transfers, managed vendor relationships, and maintained transparent reporting systems for executive leadership.
Led budgeting and forecasting for five key entities, improving fiscal accountability and supporting long-term strategic growth.
Achieved over $1 million in total tax savings, including $250K reduction in 2023 and $580K reduction in 2024, through strategic restructuring and proactive tax planning.
Established and managed all company benefit programs, insurance portfolios, and compliance documentation, including Directors & Officers (D&O) and luxury asset insurance policies.
Oversaw biweekly payroll compliance across multiple states, ensuring adherence to labor laws and benefit deductions.
Negotiated and structured leasing and loan agreements for company vehicles and other high-value assets.
Opened and managed new business bank accounts, corporate credit cards, and payroll systems to support rapid expansion.
Collaborated with legal teams on immigration documentation (L1A visa preparation) and new contract development for emerging business ventures.
Directed a team of four financial and administrative staff, providing leadership in operations, process improvement, and accountability.
Identified and corrected operational inefficiencies, preventing over $300K in potential losses due to negligence or oversight.
Selected and implemented a new healthcare plan and payroll infrastructure, improving cost-efficiency and employee satisfaction.
Consultant
Invincmed / Carelife Medical & Carelife Style
04.2021 - 10.2021
Source and Identify grants and RFP's.
SAM and SBA Registration
Supports Owner in top-level, high-priority issues with professional administrative discretion
DUNS & CAGE Code Processing
Edit documents for grammar, clarity, content and formatting.
Select various graphics to accompany written material.
Manage administrative processes and prepare key reports and documentation.
Perform new company structure tasks
Correspond with physicians on joint ventures; assist with sustainable, scalable administrative operations and project management support.
Executive Assistant/HR Director
Responsible for Patient Acquisition; Maintained all schedules by delivering patients safely and on time to procedure rooms.
Developed strong and trusting rapport with patients to facilitate smooth, quality care.
Completed proposal writing assignments according to set standards regarding order, clarity, conciseness, style and terminology.
Developed and maintained platform-specific documentation, comprising operations manuals, engagement model documentation and training material or collateral.
Created and promoted content using social media outlets such as Facebook and Instagram
Staff Accountant
HeisermenYoung PC
02.2018 - 09.2019
Monitored and tracked expenses to keep business on track with financial targets.
Achieved compliance throughout all audit areas, including inventory, accrued expenses and accounts payable.
Created and executed short- and long-term customized comprehensive financial strategies to reach company goals.
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Staff Accountant
Rolling Green LLC
11.2017 - 01.2018
Performed comprehensive financial audits in collaboration with accounting team members.
Supported budget administration with detailed expense analyses and report reviews.
Streamlined financial compliance by accurately processing bank reconciliations and delivering financial reporting.
Assessed accuracy, completeness, and integrity of corporate financial records.
Analyzed financial management practices to minimize financial discrepancies and reduce expenses.
Financial Officer/Accountant
SRA Interior Design LLC
11.2015 - 05.2017
Conducted audit which resulted in identifying fraud exceeding 150k day two on the job
Recovered 52k to date of stolen funds
Created, consolidated, and analyzed both internal and external financial statements, Management Discussion and Analysis reports, budgets and forecasts.
Initiated form 5884C 15k tax credit for hiring veterans
Recorded credit card statements and input check entries into QuickBooks
Reduced interest rates on Vantiv merchant fees
Migrated QuickBooks online to Desktop Pro
Reconciled business checking and retail accounts monthly. Managed accounts receivable
Transferred business insurance policies resulting in 13k savings (E/O, CGL, and Umbrella)
Pursued and received 6k reimbursement from Pepco for installation of LED lights
Jr. Accountant and Field Supervisor
J&L Maintenance LLC
08.2015 - 05.2016
Managed cost reduction, revenue enhancement and efficiency improvement projects with key stakeholders across department lines
Identified, researched & recommended process improvements to ensure internal controls and processes supported operational and financial goal
Processed payroll for 150 personnel
Managed accounts receivables, reconciled business checking accounts
Invoiced clients, entered credit card statements, disbursed payments to vendors
Submitted Federal and State Tax payments after Payroll
Accomplished quarterly taxes; completed sales and use Taxes
Prepared and accomplished deposits
HR/ Admin and Executive Assistant to CEO
USTAS Technologies Inc.
12.2012 - 03.2015
Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
Ran background checks on perspective employees
Managed professional and personal affairs to CEO; coordinated travel for CEO
Conducted interviews and phone screens
Input & managed credit card statements
Responded to RFP 1083.5, MCPS and won $27 million Contract for USTAS
Maintained internal vendor accounts
Filed H1B visa applications; Form 5500 prep and filing
Organized Business Development Meetings, attended DOL standard meetings, attended new client meetings
Conducted annual reviews of plan benefits, and annual employee reviews
Assisted employees with claims FSA/health care reimbursement/LTD/STD
Planned annual holiday parties
Part Time Web Design Consultant
Image Concept Services
08.2012 - 08.2013
Business Development Account Manager
Developed new business proposals
Defined project scope to clients
Scheduled client meetings
Contributed to team drafts of documents and projects to aid web management.
Reservist/ Air Traffic Control Opera
United States Air Force
11.2005 - 03.2012
Efficiently processed 3K+ flight plans; input critical flight data into FAA/ATC systems; facilitated 100% on time departure rate
Managed obsolete equipment/disposal program for Operations Section.
C-level support experience with military officers
Tracked and placed orders for flight publications account
Integrated equipment and other government assets into regulation
Supported $131M Pegasus Rocket launch mission; flawlessly coordinated runway clearance/de-conflicted airspace; vital national space research remained on track
Managed 800+ airfield publications; alerted aircrews of procedural changes; information key to zero mishaps
Monitored $1.4M aircraft arresting system relocation project; conducted 30+ safety inspections; eliminated 15 year outstanding airfield waiver
Activated Crash net for 3k+ Aircraft Emergency's.
Integral to $582K paint/rubber removal project; briefed/escorted 50 contractors; projected completed 1 month ahead of schedule; increased aircraft braking efficiency
Assisted Airfield Driving Program Manager; licensed over 500 drivers; conducted 80+ safety check; 70% reduction in violations and runway incursions
Oversaw survey and removal of 100+ trees; cleared approach/departure clear zone; enhanced airfield safety
Coordinated support of 200+ Distinguished Visitor missions to include SECDEF/Chief Naval Operations; conducted seamlessly; lauded by leadership Revised/updated 60+ OI's/QRC's for 2007 Air Traffic System Evaluation Program Inspection; efforts guaranteed zero observation write-ups
Forefront in war on drugs; processed over 200 flight plans supporting 40 Joint Task Force-North counter narcotics missions; $230M in drugs seized
Leadership and expertise contributed to Major Command Level recognition as “Best Airfield Management Facility” in AFSPC 06'
Directed F-22A in-flight emergency fuel leak response; organized first responders; stabilized security operations; $85M Air Force asset preserved
Managed dispatch section flawlessly; maintained training records, flight logs, traffic count, stereo flight plans, and secure communications
Exercise Evaluation Trainer for Operational Readiness Inspection and Operational Readiness Exercise
Initiated and conducted training for junior through senior ranking personnel
Edited and rewrote operations instructions for emergency protocol
Evacuated Flight dispatch, Air Traffic control section and Weather Operations personnel during real time Aircraft Emergency
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