S TEPHEN R. VICK
C lifton, Virginia 20124
703-***-**** (home)
*******@*****.***
QUALIFICATIONS
CORPORATE VICE PRESIDENT
Twenty-six years of experience with a large tax-exempt organization involved
p rincipally in the publishing, media and education markets. A proven track record of
p erformance excellence and career progression in financial management, leveraging
a s trong business education, and client service and systems integration experience.
S pecific strengths include excellent leadership project management skills, strong
w ork ethic with a high energy level, flexibility to work under tight deadlines,
d emonstrated creativity and problem solving and the ability to interact and
c ommunicate effectively with all levels of an organization in formal and informal
s ettings.
PROFESSIONAL EXPERIENCE
1987-
National Geographic Society, Washington D.C
Present
Vice President, Financial Operations
Responsible for all strategic and financial planning and analysis for the Society,
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i ncluding development of corporate three-year business and capital plans,
c oordination of the annual operating budget, and year-end projections. Also
r esponsible for all financial reporting to Society Management and the Board of
Trustees. Additionally responsible for purchasing, implementation/support all
b usiness systems (including PeopleSoft), payroll operations, risk management
a nd insurance, and the Society’s emergency preparedness and business
c ontinuity planning.
Selected Accomplishments:
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Administered the annual operating budget process since 1992 with continuing
improvements to incorporate new technologies and address changes within the Society.
The current process is designed around one integrated web-based system which
supports over 120 users in 12 cities world-wide. The system places complete
ownership of the budget in the product/service managers’ hands, is paperless,
eliminates the need for ancillary Excel spreadsheets, and interfaces seamlessly with the
PeopleSoft Financial and Human Resources systems. This same application is used for
the monthly year-end forecasts.
Designed and implemented an online Employee Portal and the first three PeopleSoft
self-service modules. Two of these modules streamlined the bi-weekly payroll process,
eliminated all paper in the time reporting and paycheck process, converted all
employees to direct deposit, and provided access to enter time and view paychecks
anytime/anywhere in the world. The third module allows employees to review and
update most personnel data online and eliminates most paper submission to Human
Resources.
Responsible for introduction and maintenance of the first Emergency
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P reparedness and Business Continuity Plan, following September 11, 2001.
T his involves the safety of over 2,000 employees and contractors, as well as
t he public visitors in the Society’s museum and auditorium. Also established a
n eighborhood network of emergency planners which has over 20 entities as
m embers. In 2011, managed a complete redesign and implementation of
S ociety’s Business Response/Continuity plan which more clearly defined the
r ole of each member of the Senior Management Team in an emergency.
Assisted in the development of an in-house educational curriculum. The initial
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c urriculum included six core classes that all staff should attend including new
e mployee orientation, making effective presentations, goal setting, etc. The
c urrent curriculum has expanded to over 35 classes; three are my creations.
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Summary of positions and responsibilities:
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2012 to Present - Vice President, Financial Operations
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Role increased to include oversight of the centralized Finance and
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P lanning operations with a staff of twenty-five professionals covering the
e ntire Society. Additional responsibilities include management of the Global
S ourcing Division. This Division, including eleven staff, is responsible for
P urchasing ($250 million annual budget), Travel Services (for staff and
a ssignment contractors) and company freight and shipping services.
2008 to 2012 - Vice President, Financial Planning and Operations
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Role increased to include review and maintenance of operational and
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f inancial policies, procedure and controls as well as the structure of all
f inancial reporting by all entities. In addition, assumed responsibility for the
o versight and direction of the Business Systems Department. This
d epartment was created to support users of the Society’s PeopleSoft systems
( Finance and Human Resources). Now is responsible for all Business
A pplication Systems including Cognos, Great Planes and FileMaker Pro.
2001-2007 – Assistant Vice President, Financial Planning and Reporting
Responsibilities increased to include the administration of all financial reporting
(monthly, annual, etc.) for internal management, Board of Trustees (also including
Finance, Audit and Compensation Committees) and external entities (i.e., Moody’s,
banks and insurance companies). During this period assisted the CFO and
Management in many ad-hoc projects including leading the due diligence review of
several equity acquisitions, and coordinated the integration of policies and operations of
two of these. Also helped coordinate the issuance of the Society’s first non-taxable
bond (2001) to finance several major infrastructure projects and subsequently the first
taxable bond (2006 for a taxable subsidiary) to finance the acquisition of a for-profit
publishing company. Also, during this period given added responsibilities for Risk
Management and Insurance, Payroll and Emergency Response and Business
Continuity for the entire organization.
1993-2000 - Director, Financial Planning
New position created to revise the strategic and financial planning at the
Society to accommodate significant changes with a turnover in the Senior
Management Team and as the Society was beginning to change with growth and
diversification of product offerings. Initially assumed responsibility of the operating
budget process and implemented changes to decentralize the process to ensure
accountability for all divisions. Secondly, introduced a process of multi-year strategic
and financial planning to the Society to supplement the annual operating budget
process. The process focused on strategic opportunities, risks and planning, and
precedes the operating budget process by two months while still providing the key
financial targets and goals for the next year ahead. Participated in the creation of
various taxable subsidiaries in 1995 and subsequently, completely revised the
structure of the income statements. This provided improved reporting to more
accurately reflect the organization’s management structure and responsibilities, and
better position the organization for growth into diverse industries and separation into
taxable and non-taxable entities. This same structure is in place today and has
facilitated many organizational and management changes.
1991-1992 - Business Manager, Promotion Services
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Selected by the Senior Vice President of Publications to establish a
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p osition to oversee all business operations for the $100 million marketing of
a ll the Society including magazines, books and home videos. Responsibilities
i ncluded planning, tracking and post project analysis for over 300 direct mail
a nd promotion campaigns per year. This required interaction with all 60
m embers of the Promotion department as well as Senior staff in Publishing
a nd Television.
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1987-1990 – Special Assistant to Controller, Public Service Operations and
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S pecial Projects
Primary responsibilities included accounting (journal entries and
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m onth-end close), financial reporting and advisory services for the grant
m aking and public outreach divisions as well as 15 major service
d epartments. In addition, was a representative to the Controller on special
p rojects including the establishment of the Society’s first subsidiary (NGS
E ducation Foundation) in December 1987 and served as its Chief Financial
O fficer for the first four years.
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1 981-87
Arthur Andersen & Co. M anagement Information Consulting
D ivision, Washington D.C.
Manager
R esponsible for planning and administration of multi-year projects involving the
d evelopment of financial information systems. Managed large project teams for
c lients in private, non-profit, and government industries.
Selected Accomplishments:
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Managed a multi-year project that designed a customer information system for a large
gas and electric utility company.
Led a team in the design of a general accounting and budget tracking system for an
agency of the Department of Defense.
Developed a training class to introduce Consulting and Audit staff to the first IBM PC.
This class was subsequently adopted by Andersen Headquarters in Chicago and
distributed throughout their U.S. offices.
EDUCATION, PROFESSIONAL ASSOCIATIONS
M.B.A. T he College of William & Mary, Williamsburg, Virginia
B eta Gamma Sigma Honor Society
A ssistant Editor, College of William and Mary Business Review
B.S.B.A. U niversity of Richmond, Richmond, Virginia
M ajor in Accounting
Certified Public Accountant, Virginia
Instructor, Becker CPA Exam Review, Washington D.C. 1989-2000
REFERENCES FURNISHED UPON REQUEST