Talent You Won’t Find Anywhere Else

• Legal and accounting professional with experience spanning law, accounting, and corporate advisory roles, particularly in technology and financial services industries.
• Provided legal counsel and negotiated technology agreements related to licensing, distribution, manufacturing, and services for software and hardware companies.
• Managed commercial licensing for platform-as-a-service offerings, OEM partners, VARs, and consulting services with a focus on strategic alliances and sales support.
• Directed a team within a commercial licensing department, drafting a broad spectrum of agreements, including enterprise software licenses and strategic partnership agreements to support global sales initiatives.
• Experienced in performing accounting and financial management tasks, including audits, internal controls testing, financial reporting, SEC reporting compliance, and QuickBooks.
• Holds a J.D. from University of Virginia School of Law and a B.S. in Commerce with an Accounting focus from University of Virginia; Certified Public Accountant and Virginia State Bar member.

ID 90330

• Finance professional with over 27 years of experience in financial analysis and financial management across industries.
• Market Manager at Seasonal Roots, responsible for delivering orders, providing customer service, and troubleshooting.
• Area Manager at Seasonal Roots, overseeing 3 truck stops and managing a team of Market Managers.
• Finance Manager at CACI, responsible for financial reporting for a large business group, managing financial analysts, and providing financial briefings to executives.
• Proficient in Excel.
• B.A. in History and English from Georgetown University; M.B.A. from Strayer University.

ID 87485

• Accounting professional with 9 years of experience in the government contracting industry, specializing in government contracts, financial analysis, pricing, budgeting, and forecasting.
• As Corporate Controller in the IT industry for a federal contractor with over $65 million in revenue, managed HR and finance teams, led financial reporting and compliance for various contract types, executed payroll for 500+ employees, and drove cost efficiency improvements.
• Served as Accounting/Finance Manager in the cybersecurity sector, creating forecasts, developing policies, facilitating audits, and managing financial statement preparation for a federal contractor with $110+ million in revenue.
• Worked as a Senior Accountant in cybersecurity, handling invoicing, forecasting, and preparing reports to improve decision-making, while also managing day-to-day accounting activities and contributing to company audits and efficiency improvements.
• Proficient in Unanet, Deltek GCS, Sage, and QuickBooks (desktop and online), with experience conducting internal audits and using Excel for complex financial analysis and reporting.
• Bachelor of Science in Finance with a concentration in Economics from The University of Alabama, Culverhouse College of Business.

ID 90035

• 15 years experience in nonprofit sector as CFO, controller, and Finance Manager for national and international nonprofits.
• Expertise and hands-on experience in full-cycle month-end and year-end close processes, including general ledger oversight, reconciliations, indirect cost allocations, fringe benefits allocations, and revenue recognition, ensuring GAAP and compliance standards.
• Managed staff, general ledger, financial reporting, government and non-government grants reporting. Experienced in month-end close (AR/AP, Payroll processing, bank reconciliation, revenue recognition) and implemented ERP and CRM systems.
• Managed single audits (A-133), internal audits, prepared and presented financial statements, managed 401k accounts, prepared SF25, reconciled refundable advance versus PMS system, and prepared Schedule of Expense of Federal Award, NICRA while liaising with auditors and government grant officers.
• Developed and enforced grant and contract management policies, ensuring compliance with federal (HUD, USAID, State Department, NIH, UN, EU) and private foundation funding while streamlining reporting processes.
• Advanced Proficiency in Intacct, Business Central 360, Sylogist ERP, Great Plains, Abila MIP, MS Office, QuickBooks, Coupa, Income/Revenue CRM solution (protec and Fluxx, Net Suite, Concur and Bill.com. Advanced Excel and data analytics skills.
• MBA with a concentration in Nonprofit and Government Accounting from George Washington University.

ID89990

• Financial Services professional with 18 years of experience in operations and client-facing roles for global finance and asset management companies.
• As Onboarding VP, managed the onboarding process for new prime brokerage clients, sold prime brokerage services to financial institutions and acquired misplaced MF Global clients.
• As Sales VP and Client Services Manager, oversaw client activity, relationship management, onboarding, trade support, risk management, compliance, reporting, and record keeping.
• Also served as Operations Associate in Fixed Income Operations, managing trade cycles and producing daily commission reports for management.
• Early experience as Administrative Assistant and Operations Associate at large financial services firm.
• Skilled in relationship management, trade settlement, project management, problem solving, data analysis, organization, and administrative functions.
• A.S. in Business Management from College of Staten Island and previously held certifications in Series 7 & 63. 

ID86286

• Financial professional with 15 years of experience in private wealth management, institutional consulting, and sales within the financial services industry.
• As acting COO, led operations for a private wealth team with $800mm AUM, supporting business development, enhancing client experience, managing staff, and developing financial and estate plans.
• Developed wealth management plans for a team with $525mm AUM, conducted client interviews, created asset allocation strategies, and provided business analytics support for growth.
• Experience as a Senior Registered Client Service Associate involved in monitoring fund managers, preparing performance reports, and assisting in manager searches, RFPs, and presentations.
• Proficient in financial planning software and analytics tools such as PSN/Zephyr, Bloomberg, and estate planning software for creating tailored financial and estate plans.
• BA in Economics from Georgetown University, completed courses for the CFP designation at Georgetown University School of Continuing Studies.

ID81632

• Accounting and business analysis professional with experience in accounting, insurance, education, and office management.
• As an Accounting Associate/Business Analyst for a research and consulting firm, processed 50-100 AP vouchers for vendor invoices daily, processed cash receipts, cash disbursement, and monthly journal entries. On-boarded new hires and managed semi-monthly payroll for more than 60 employees.
• Insurance Agent Team Member for a national insurance company, selling insurance policies to businesses and individuals and supporting office operations.
• World Language Teacher for primary day school, teaching language to Pre-K up to 2nd grade students. Developed curriculum and incorporated interactive techniques for learning.
• Accounting Clerk Supervisor for a healthcare organization; managed accounting clerks and trained them on QuickBooks Pro while responsible for overall AR/AP and bank reconciliations across health centers.
• Proficient in MS Excel, Deltek Costpoint, QuickBooks Pro, MS Word, and Google Docs.
• Master’s degree in Computer Science from New York Institute of Technology.

• 25+ years experience as CFO in early-stage companies, with broad hands-on responsibilities for all finance, HR, IT, and legal functions in technology and life sciences industries.

• Special expertise in early stage through IPO financing, systems, and company buildout.  Performed due diligence, negotiation, and integration management for several acquisitions. Successfully marketed & sold 2 product lines.

• 12 years making significant contributions to the funding, development, and successful sale of a pharma company (2005-17).  Managed the manufacturing development efforts to meet FDA requirements.

• Currently providing on-demand financial services to emerging companies, and working with software company to support onboarding of new clients.  Extensive experience with technology licensing, in and out, and SAS revenue recognition.

• Proficiency in MS Office, QuickBooks (Certified ProAdvisor), Cap Table development, liquidation/waterfall analyses, and document management implementation.

• MBA from Wharton, University of Pennsylvania, BA from Boston College. Inactive CPA. Veteran, US Navy.

• Financial professional with expertise in financial performance optimization, cost control, and profitability maximization within the hospitality industry.
• Led financial operations for a full-service hotel with 207 guestrooms, a restaurant, a bar, and banquet space, achieving and exceeding budgeted GOP and EBITDA lines.
• Oversaw accounting functions for a hotel chain, ensuring transparent revenue recording, conducting forecasting, training accounting staff, and providing financial resources to enhance profitability.
• Managed vendor invoices, processed weekly payroll, prepared accruals, and supported controllers with financial reporting for multiple hotel properties.
• Advanced Excel. Proficient in Microsoft Office, Opera Micros, accounting software (Yardi, M3, Targetvue, Birchstreet, APPA), and payroll software (Kronos, Ultipro, Efficenter).
• Master’s Degree in Business Administration from Tribhuvan University, with certifications in Financial Modeling & Valuation Analyst (FMVA).

• Financial professional with over a decade of experience in the banking industry, specializing in financial coordination, transaction management, and account research.
• Conducted credit and market analysis, prepared financial reports, and collaborated with Legal and Compliance teams for a financial company in Germany.
• As Senior Account Specialist for a large US financial institution, managed reconciliation, journal entries, and AR/AP processes in a fast-paced environment focused on teamwork and problem-solving.
• Proficient in MS Office, QuickBooks, SAP, and Oracle. Fluent in English, German, and Amharic.
• Masters of International Finance from University of Nürtingen-Geislingen, Germany, and BS in Finance from University of North Carolina, Greensboro.