Ann M. Ulrich
Inver Grove Heights,MN
Summary
Dynamic consulting professional and business owner, adept at all aspects of financial management, team leadership and development and executive communication. Extensive experience in portfolio, program, and project management. Strong ability to build client relationships and drive operational excellence through effective team management and financial analysis.
Overview
24
24
years of professional experience
Work History
Owner
FoodSmith Corp.
West St. Paul, MN
03.2020 - Current
- Manage client and customer engagement, human resources, accounting support, financial reporting and events sales and management.
- Oversee internal controls, ensuring adherence to local regulations and industry standards.
- Manage a $1M SBA loan and a $25K local grant, demonstrating strong financial oversight and compliance.
- Supervise and mentor a team of 17 employees.
- Increased annual sales in FY2024 to over $1M through effective financial management and strategic decision-making.
Owner
Mendo Restaurant Group
Mendota Heights, MN
10.2010 - 01.2021
- Managed client and customer engagement, human resources, accounting, financial reporting and events.
- Oversaw internal controls, ensuring adherence to local regulations and industry standards.
- Developed and executed strategies for financial growth and sustainability, improving year-over-year sales.
- Ensured compliance with local, state, and federal tax codes, including preparation for audits and financial reviews.
- Supervised, trained and mentored 20+ employees at any given time.
Portfolio Director
Prime Therapeutics
06.2012 - 06.2015
- Engagement and relationship manager for $20M portfolio of strategic, enterprise-wide programs and projects, ensuring compliance with regulatory and financial requirements.
- Conducted evaluations and risk assessments; identified corrective actions to address areas of concern.
- Routinely reported on portfolio status to department and C-level leadership, including audit results and recommendations.
- Served as Consultant Relationship Director with local consulting companies to recruit, interview, hire and train IT consultants and staff for all projects.
- Determined relevant consultant skill sets needed to support market requirements.
- Supervised and mentored 20-25 project consultants and direct hire staff, serving as the relationship manager between consulting companies and Prime Therapeutics.
Senior Program Manager
Keyot Consulting/Rels Mortgage
09.2011 - 04.2012
- Provided advisory services and project assessments on client’s corporate governance, risk management, and internal controls functions.
- Oversaw compliance audits for financial systems, ensuring alignment with federal and industry standards.
- Presented key findings and recommendations to C-level leadership.
- Worked with cross-functional teams to implement process improvements based on audit findings.
Project Manager
Keyot Consulting/Thomson Reuters
08.2010 - 09.2011
- Led multiple IT projects within a $5M enterprise-wide global call center hardware and software upgrade.
- Focused on improvements to enhance call center customer delivery and service.
- Managed full lifecycle of projects from design, initiation, planning, execution, monitoring/control and closure.
- Worked closely with key project stakeholders to foster a collegial, team environment.
- Held weekly meetings with senior project leadership to report on project status.
Manager
Deloitte & Touche, Audit & Enterprise Risk Services
05.2009 - 04.2010
- Supervised a team of 3 consultants and multiple remote IT staff to perform a comprehensive business process improvement audit for two large Pennsylvania state government agencies.
- Streamlined privacy, security policies, and procedures, ensuring compliance with federal regulations.
- Led a successful follow-on project to implement security system upgrades based on audit recommendations.
Manager
Deloitte Consulting (at the U.S. Department of State)
05.2008 - 05.2009
- Managed a $1M+ consulting engagement aimed at reducing information security risks and improving compliance frameworks for the U.S. Department of State.
- Supervised staff of 3 consultants to conduct risk analyses across multiple lines of business, resulting in improved internal controls and reduced exposure to security incidents.
- Worked to hire, train and retain internal Deloitte consultants for the various projects within the program.
- Analyzed consultant skill sets and schedules to determine consultant options for proposed client projects.
- Supported multiple client relationship leaders and managed the full lifecycle of consultant project placement.
- Participated in interview, selection, and onboarding efforts for consultants.
- Served as a mentor and coach to consultants and helped resolve client issues and team dynamics.
- Briefed senior leadership on project progress, risks, and findings.
Manager – The World Bank & The Millennium Challenge Corporation
BearingPoint Consulting, Inc.
10.2006 - 05.2009
- Managed multiple risk and compliance audits for federal financial systems and international development agencies.
- Led risk assessments and internal control reviews to ensure compliance with federal regulations and financial management policies.
- Developed and implemented the first governance model for a financial management agency.
- Worked to hire, train and retain internal Deloitte consultants for the various projects within the program.
- Analyzed consultant skill sets and schedules to determine consultant options for proposed client projects.
- Supported multiple client relationship leaders and managed the full lifecycle of consultant project placement.
- Participated in interview, selection, and onboarding efforts for consultants.
- Supervised staff of 5 consultants and served as their mentor and coach.
- Briefed senior leadership on project progress, risks, and findings.
Senior Auditor
U.S. Government Accountability Office (GAO)
12.2001 - 09.2006
- Conducted audits and performance evaluations for multiple U.S. government agencies, including the Department of Defense, Department of Education, Department of Homeland Security, and Department of State.
- Audited financial systems and internal controls for compliance with federal regulations.
- Briefed U.S. Senators, Representatives, and committee members on audit results and recommended remediation actions.
Education
Masters in Public Administration -
Middlebury Institute of International Studies
Monterey, CA01.2000
Bachelor of Arts - International Relations & Spanish
University of Minnesota
Twin Cities, MN01.1995
Skills
- Portfolio management
- Program and project management
- Internal controls
- Risk assessments
- Financial management
- Regulatory compliance
- Strategic decision making
- Human resources management
- Audit preparation and execution
- Process improvement
- Team leadership
- Effective communication
- Relationship management
- Mentoring staff
- Accounting expertise
- Staff management
- Small business operations
- Staff hiring
- Profit and loss
- Contract negotiation expertise
- Consulting
- Business planning
- Profit and loss analysis
- Stakeholder communication
- Leadership and team management
- Microsoft programs
Timeline
Owner
FoodSmith Corp.
03.2020 - Current
Portfolio Director
Prime Therapeutics
06.2012 - 06.2015
Senior Program Manager
Keyot Consulting/Rels Mortgage
09.2011 - 04.2012
Owner
Mendo Restaurant Group
10.2010 - 01.2021
Project Manager
Keyot Consulting/Thomson Reuters
08.2010 - 09.2011
Manager
Deloitte & Touche, Audit & Enterprise Risk Services
05.2009 - 04.2010
Manager
Deloitte Consulting (at the U.S. Department of State)
05.2008 - 05.2009
Manager – The World Bank & The Millennium Challenge Corporation
BearingPoint Consulting, Inc.
10.2006 - 05.2009
Senior Auditor
U.S. Government Accountability Office (GAO)
12.2001 - 09.2006
Masters in Public Administration -
Middlebury Institute of International Studies
Bachelor of Arts - International Relations & Spanish
University of Minnesota