Finance executive specializing in budget planning, accounting operations, payroll administration, and systems integration. Brings deep experience in month-end close, reconciliations, audit coordination, and grant and contract oversight, with a track record of improving financial processes across public, nonprofit, and corporate settings.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Executive Senior Controller and Acting Chief Financial Officer
Enterprise Management Solutions LLC
10.2025 - Current
Served as the Executive (Senior) Controller and Chief Financial Officer for the company. Led financial management for a $28 million for-profit corporation with 25 diverse LLCs. Oversaw all aspects of corporate financial management, including accounts receivable, accounts payable, general ledger oversight with Sage Intacct, payroll functions, banking coordination, audit preparations with external CPA, and corporate reporting and compliance.
Advised and coordinated with CEO/Owner and Chief Legal Counsel on financial management concerns affecting cash flow (via accounts receivable) and mission-critical accounts payable. Fostered positive banking relationships with banking partners while providing financial leadership and fiscal compliance for executive team across 25 diverse entities.
Successfully developed and implemented budget planning processes and systems across 25 diverse entities which supported audit preparation and coordination with external audit firms/agencies and accreditation organizations, such as the successful audit/accreditation for five Behavioral Health entities in accordance with CARF International accreditation standards for Behavioral Health organizations (for Health and Human Services).
Successfully developed, defined, and implemented Company financial reconciliations for all revenue streams and payables via successful month-end close processes and year-end close processes. Additionally responsible for the review, revision, and implementation of all corporate internal controls review and implementation These efforts fostered a very successful financial CARF International accreditation for Health and Human Services
Recruited, developed, and trained a finance and accounting team that established numerous internal controls and compliance measures, strengthening banking relations. Led coordination with international team members in the Philippines and India, facilitating successful CARF International accreditation for health and human services.
Senior Financial Analyst & Supervisor
Baltimore County Public Library
Towson, MD
11.2021 - 04.2025
Led comprehensive administration of non-profit accounting, financial analysis, budgeting, forecasting, payroll, and projections for $42+ million operating budget. Assisted Director of Fiscal Services in annual budget development and execution. Served as lead finance officer to BCPL CEO and Board of Trustees in Director's absence. Coordinated with Director of Finance in execution of BCPL's capital and Federal and State Grant programs.
Additionally, conducted unrecognized revenue analysis via complex credit card revenue from various revenue sources as well as aggressively leveraging Sweep account interest revenue (realizing $180,000 in additional revenue) and integrated results into all revenue forecasts and projections. Strategically and tactically led and supervised five Fiscal Services staff members via open communication and the establishment of realistic performance expectations/metrics.
Lead, managed, and trained (developed) the BCPL Payroll Specialist, who is responsible for all aspects of payroll administration for over 500 staff members. Additionally, led, managed and administered the Accounts Payable team. Increased overall payroll efficiency to near a 99% accuracy.
Additional financial responsibilities include the leadership and administration of both strategic and day-to-day management/supervision of BCPL general ledger responsibilities, including journal entry review and approval, Accounts Payable reconciliations, bank statement (both Collections & Disbursements) reconciliation, contract review and approval, detailed reports generation. Review and manage year-end close processes and coordination with independent auditors. Strategically analyzed and presented the monthly Board of Directors Budget Variance (budget execution management) Report.
Conducted and reported complex variance analysis and integrated into yearly forecasting/projection models.
Developed and implemented key financial reports and dashboards for Library CEO, COO, Chief Experience Officer, three Regional Directors, and 19 Branch Managers, supporting financial ad hoc reporting requirements using MIP software, Excel Pivot Tables, and complex workbooks.
Responsible for the functional design and implementation of a new timekeeping software impacting 500+ employees. Led the documentation, design, and integration of an interface supporting ADP software and SAGE Human Resources Management System (HRMS). Led and coordinated implementation meetings. Acting as the finance team liaison (i.e. Senior Finance Project Manager), successfully coordinated requirements with the ADP Implementation Team Chief, coordinated the Statement of Work (SOW) requirements, and developed/presented numerous staff briefings and led training across the Baltimore County Library System, totaling 500+ employees in 19 diverse Branches and 14 Administrative Offices.
Manager and Senior Financial Analyst for Technical and Operational Support (TOS) Division
CareFirst BlueCross/BlueShield
Owings Mills, MD
05.2014 - 11.2015
Led administration, management, and training development of four budget and financial analysts.
Coordinated the budget, complex financial forecasting/projections, planning, and analysis in support of nine Senior Vice Presidents at CareFirst of Maryland.
Led as an administrator/manager and senior budget/financial analysts, responsible for the successful coordination and effective communication with the CareFirst accounting/financial executives and the Database management team.
Coordinated complex variance analysis, monthly TOS budget reporting to President and Board of Directors, and execution of $35 million TOS IT budget while guiding team through annual budget process.
Provided cost estimates and pricing for review with CareFirst executives and senior vice presidents.
Guided team and nine CareFirst Senior Vice Presidents through complex budget cycle, achieving less than 1% variance in total budget execution, resulting in significant end of year bonus for team and division.
Assistant Director for Administrative and Fiscal Services
Developmental Disabilities Administration, Department of Mental Health and Hygiene (DHMH), State of Maryland
Baltimore, MD
03.2012 - 08.2013
Led and administered the operations, policies, and financial reporting for over $983 million in State of Maryland General Funds and Federal Medicaid matching revenue.
Financially led and provided administration to two Intermediate Care Facilities, the Rosewood Hospital complex, the Secure Evaluation and Therapeutic Treatment Unit, and the Headquarters Executive Direction program.
Integrated new Resource Coordination model forecasts and rate setting strategy into FY14 budget, resulting in an additional $9.5 million dedicated to Resource Coordination services across Maryland.
Led, developed, and implemented a highly successful action plan to recoup over $1.9 million dollars, within seven months, for initially denied Medicaid claims while maintaining compliance with CMS/HHS regulations.
Delivered financial/accounting leadership guidance to over 160 non-profit service providers and local health departments, enhancing support for over 22,000 individuals with developmental disabilities across the state.
Provided financial leadership, mentorship, administration, and training to four Regional Fiscal Directors and their staff.
Directed procurement oversight and contract management for 145 exempt contracts and grants, supervising over ten multi-million-dollar competitive contracts to ensure compliance and efficiency.
Acting Assistant Director for Administrative and Fiscal Services/Senior Financial Analyst
Information Technology, Inc.
Baltimore, MD
01.2011 - 01.2012
Financially responsible for $800M budget planning and performance, including the supervision of fiscal and procurement staff, compliance, as well as processing payments (AP) to community providers and vendors.
Oversaw day-to-day financial operations of Developmental Disabilities Administration's fiscal unit, ensuring compliance and effective resource allocation.
Designed and executed multi-million-dollar procurement strategy to identify optimal business processes and IT solutions for replacing legacy information/financial management system per CMS Regulations and Guidelines.
Initiated team-building with 12 fiscal and procurement staff, identifying strengths to enhance strategies for rebuilding Fiscal Management system and processes.
Acting (Temp.) Controller/Business Manager
Straughan Environmental Services
Columbia, MD
01.2009 - 01.2009
Led administrative and financial management efforts, overseeing revenue generation, cost estimates and pricing, capital forecasting, profit and loss statements, GAAP reporting, budget development, cash flow management, payroll, bank reconciliations, AR/AP, month-end closing, human resources, and operational performance.
Trained, mentored, and supervised a cross-functional team focused on budget planning and forecasting, enhancing financial performance and profitability while managing compliance and oversight for over 30 federal and state contracts.
Reduced Days Sales Outstanding by 60% - led the effort to invoice over $250,000 in previously un-invoiced contractual claims within 45 days.
Reduced Unbilled Accounts Receivable by over 75%, collecting over $400,000 within 60 days
Completed month-end closing and financial reporting with accuracy, utilizing DELTEK GCS Premier and timekeeping software to ensure compliance with DFAR and FAR requirements.
Outlined key achievements in financial management, highlighting significant contributions.
Senior Analyst/Senior Budget Analyst (Consultant)
Tech Team Government Solutions, Inc.
Chantilly, VA
01.2007 - 01.2008
Led comprehensive financial management, analysis, and budget development for corporate clients in private and public sectors, identifying issues and implementing targeted solutions to enhance financial outcomes.
Analyzed 25+ Defense and Federal Agency RFP, RFQ, and Solicitation requirements, producing and presenting Ad Hoc Financial Analysis and Cost Estimates/Pricing to support contractual opportunities.
Served as subject matter expert in budget planning, programming analysis, program management, and project leadership.
Key Accomplishments were:
Budget Director & Senior Financial Analyst/Senior Budget Analyst
Installation Management Command
Arlington, VA
01.2003 - 01.2007
Led all facets of budget planning, formulation, execution, and management for $2 billion annual worldwide operating budget and federal contracts, overseeing regional controllers for over 100 cities. Built and steered multiple teams to maximize performance in a fast-paced, time-sensitive environment, requiring strategic infrastructure planning, financial and budget planning, organization, procurement, and leadership. Supervised a complex financial management and accounting team of 50 budget analysts, accounting specialists, internal auditors, and Federal/DoD contractors.
Key Accomplishments:
Managed Global War on Terrorism budgets of $2 billion, overseeing budget execution accounting across Europe to Southeast Asia.
Improved performance, accuracy, and output by integrating GAAP principles into budget execution management for both internal and external financial reports and day-to-day financial operations.
Developed detailed financial reports and provided dynamic forecasting, trending, and result analysis tools critical to the company's strategic business planning.
Education
Master of Business Administration - Comptrollership
Analysis & Decision-Making Professional Certificate - Learning Tree International, Reston, VA
MS Excel & Word (VLOOKUP, Pivot Tables & Adv. Calculations/Formulas), PowerPoint, Access, & Outlook, QuickBooks Pro, ADP Payroll, People Soft Financial Management, MIP Accounting Software for Non-Profit and Government activities, SAGE Intacct and SAGE Human Resources Management System (HRMS), DELTEK GCS, and various ERP/SAP platforms (Federal Government DOD, State Government, Non-Profit and Commercial (For-Profit) platforms.
Past member of the MD Government Finance Officers Association & Volunteer Planning Committee Co-chair as part of the MD Government Finance Officers Association Board of Directors.
Volunteer Board of Directors for the Baltimore Blast Fan Club and Rocky Mountain Elk Foundation Habitat Council (Volunteer Board of Directors).
Timeline
Executive Senior Controller and Acting Chief Financial Officer
Enterprise Management Solutions LLC
10.2025 - Current
Senior Financial Analyst & Supervisor
Baltimore County Public Library
11.2021 - 04.2025
Manager and Senior Financial Analyst for Technical and Operational Support (TOS) Division
CareFirst BlueCross/BlueShield
05.2014 - 11.2015
Assistant Director for Administrative and Fiscal Services
Developmental Disabilities Administration, Department of Mental Health and Hygiene (DHMH), State of Maryland
03.2012 - 08.2013
Acting Assistant Director for Administrative and Fiscal Services/Senior Financial Analyst
Information Technology, Inc.
01.2011 - 01.2012
Acting (Temp.) Controller/Business Manager
Straughan Environmental Services
01.2009 - 01.2009
Senior Analyst/Senior Budget Analyst (Consultant)
Tech Team Government Solutions, Inc.
01.2007 - 01.2008
Budget Director & Senior Financial Analyst/Senior Budget Analyst
Installation Management Command
01.2003 - 01.2007
Master of Business Administration - Comptrollership