Managing Director Resume Example Morgan Stanley

MANAGING DIRECTOR

Summary

Accomplished financial shared services, controller and accounting professional and consultant with experience in all areas of finance and accounting management; process, policy and audit compliance; and system(s) implementation and integration. Recently served as Managing Director of Financial Shared Services center for large information technology and professional services company for defense industry. Extensive experience in the administration of accounting and finance, procurement, and audit functions. High energy, trusted business partner and proven management team member. Proficient in the development, management and implementation of accounting and project management strategy and systems in support of corporate-wide initiatives. Proven hands-on leader, mentor, and customer focused senior manager with strong personnel and project management, business unit performance reporting, compliance and internal control/segregation of duty experience. Areas of expertise include: Shared Services Center Design, Workflow Efficiency and Planning Implementation and Management Business Systems Implementation Business Strategy and Management and Consolidation Procure-To-Pay Life Cycle Optimization Technology and Resourcing Hire-To-Pay Life Cycle Transitional Change Management Process Excellence/Continuous Improvement Project Management FAR and IRS Compliance Conflict Resolution DCAA, DCMA Financial Liaison Service Level Agreements and Reporting Internal Audit and Control Protocol Deltek Costpoint, MAS90, QuickBooks, etc. Mergers and Acquisitions Support MS Office

Experience

Managing Director, 07/2007 to 04/2015Morgan Stanley － Santa Ana , CA

Industry: U.S.
Intelligence Community, Department of Defense and Federal/Civilian Agencies Offerings: Range from software development to systems engineering; from modeling and simulation to enterprise-wide IT support; from applied research to cyber security; and from space to air, land and sea. Revenue: $1+ Billion Throughout career with Vencore, which included the acquisition of QinetiQ North America's Services and Solutions division (QNA) and Apogen Technologies, Inc.
Apogen), succeeded in developing, implementing and managing a financial shared services center (FSSC) in a government contractor environment.
Executed FSSC senior management level role for 7 years.
Respected as trusted business partner by executive team members, line management, peers, subordinates and other functional area leads.
Recent career highpoints include the following: Responsible for the design, development and implementation of a FSSC model and platform to drive operational efficiencies and productivity by identifying and implementing opportunities for simplification and standardization of financial processes: Delivered transitional change management and clear communications Identify opportunities to automate manual processes and drive the automation in conjunction with an enhanced Corporate Platform Collaborate with business unit key stakeholders, business leaders, and subject matter expert teams to identify opportunities for end-to-end process improvement and simplification.
Lead process standardization efforts Implemented FSSC best practices and Service Level Agreements (SLAs) and metric reporting Create added value and ensure a continuous improvement in the key metric of process quality, costs and time Accountable for the development and implementation of varied accounting and finance initiatives aligned to meet corporate business goals: Key stakeholder and service provider for nine (9) accounting and finance systems integration initiatives Developed and launched electronic training and tutorial materials and sessions for FSSC related functions and responsibilities Established and implemented comprehensive travel and employee expense reimbursement program Accomplished the selection and implementation of an electronic document management and repository system for the Procure-To-Pay life cycle Led payroll operations and strengthened payroll/human resource policies and procedures to enhance Hire-To-Pay life cycle Strengthened supply chain and procurement policies and procedures including the design, development and implementation of a Purchase Card (P-Card) program to enhance Procure-To-Pay life cycle Primary interface with Defense Contract Audit Agency (DCAA) for compliance audits.
Supported merger and acquisition initiatives Advisor to executive management regarding audit finding resolution and associated policy and procedural changes, enhancement and implementation.
Prepared and monitored the annual FSSC budget Maintained strategic partnerships with other functional area leads and staff - corporate accounting, tax and audit, project finance, compliance, procurement, treasury, information services, contract administration and legal.

CFO and Contracting Officer, 12/2002 to 07/2007TIME SOLUTIONS CORP － City , STATE

Industry: Department of Energy, Defense and Federal/Civilian Agencies Offerings: Environmental and nuclear program management, super fund clean-up site advisory consulting, and ISO program consulting and auditing Revenue: $50M.
Responsible for direction and evaluation of the organization's financial operations and contracting functions within a government contracting environment, in accordance with generally accepted accounting principles (GAAP), FAR, and established corporate policies and procedures.
Primary financial responsibilities included preparation of timely and accurate monthly financial statements and trend analysis; corporate budget preparation and management; refreshing policy and processes to better align and optimize financial resources and workforce; initiated cash management strategy; and administration of health, retirement and other benefit plans.
Responsible for contract management and administration in accordance with company policies, legal requirements, and customer specifications.
Led complex negotiations; administered contracts including modifications and change orders; prepared contract performance and variance analysis; established contract documentation retention protocol; and assisted in presentations for program and customer reviews.
Also responsible for providing strategic forecasting input and leadership on decision making issues affecting the organization, i.e., accrual spending, new contract risk assessment, contract pricing methods, indirect rate structures and financial forecasting; indirect cost control; supported proposal teams to ensure proposal rationale and terms mitigated financial, cost and schedule risk; strategic partner development; introduction of new programs/strategies and regulatory actions; GSA contract expansion and management; preparation of monthly project status reports (PSRs); assisted program/project managers to remediate cost, performance and delivery issues; and interpretation of terms and conditions.

Small Business Operations and Management Specialist, 10/1994 to 07/2007G & A Solutions － City , STATE

Finance Director and Controller, 06/2000 to 07/2002PUEBLO Of SANDIA － City , STATE

Federally recognized Native American tribe.
Directed financial operations of and responsible for the overall financial reporting of the Pueblo including consolidated tribal enterprise reporting.
Acted as Tribal Council and enterprise general management interface.
Primary responsibilities included budget development, implementation, and analysis; Tribal government and enterprise financial audit oversight and liaison interface with independent audit firms; investment strategy implementation and management included chairing the investment committee; managed all banking, underwriter and lending institution relationships including debt financing; implemented training and professional development plans for 15 tribal staff members; developed and implemented best practice policy and procedures for daily operations and month-end activities; and information technology (IT) system oversight, including chairing enterprise-wide IT committee.
Other activities included the development, implementation and administration of an internal control protocol, 401(k) plan administration, standardized state and federal procurement and purchasing practices, and inventory control and fixed asset oversight.

CFO and Contracting Officer, 08/1997 to 06/2000CELL ROBOTICS, INC － City , STATE

Controller and Contracts Administrator, 04/1995 to 08/1997TPL, Inc － City , STATE

Corporate Accounting Administrator, 04/1984 to 10/1994APPLIED TECHNOLOGY ASSOCIATES, INC － City , STATE

Education

Bachelor of Business AdministrationUniversity of New Mexico

Associates of Accounting TechnologyNorthern Kentucky University

Affiliations

Contracts Administrator, National Contract Management Association VOLUNTEER ROLE Vice President, NM Rio Grande Chapter, National Contract Management Association 2008-2009 Executive Board Member, New Mexico GSA Business Council, 2005 - 2009 Jean ScharfPage 1

Skills

accounting, accrual, Agency, auditing, automate, automation, banking, budget development, budget preparation, budget, cash management, change management, compliance audits, consulting, continuous improvement, contract management and administration, contract administration, contracts, corporate accounting, cost control, Council, decision making, delivery, direction, document management, documentation, executive management, senior management, finance, financing, financial, financial audit, financial forecasting, financial operations, financial reporting, financial statements, forecasting, functional, general management, government, human resource, information technology, interpretation, inventory control, investment strategy, ISO, IT support, leadership, legal, managing, materials, modeling, negotiations, enterprise, payroll, policies, presentations, pricing, processes, process improvement, procurement, program management, proposal, purchasing, quality, reporting, research, risk assessment, simulation, Service Level Agreements, software development, strategy, strategic, supply chain, systems engineering, systems integration, tax, treasury, trend, underwriter, variance analysis

Resume Overview

School Attended

University of New Mexico
Northern Kentucky University

Job Titles Held:

Managing Director
CFO and Contracting Officer
Small Business Operations and Management Specialist
Finance Director and Controller
Controller and Contracts Administrator
Corporate Accounting Administrator

Degrees

Bachelor of Business Administration
Associates of Accounting Technology

Managing Director Resume Example

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