**** ********* ******. 202-***-**** (c) ***
NW **8-7187 (o)
Washington, DC 20016 ******@*****.***
William A. Adams
Career Summary Chief Financial Officer with a proven record of
accomplishment in accounting, finance, budgeting,
information technology, and human resources. An innovative
leader with strategic vision and political savvy. Delivers
results under tight deadlines in a fast-paced environment.
Professional ADAMS AND ASSOCIATES Washington, DC
Experience President 2007 to Present
Provide financial, accounting and compliance services to the
American Insurance Association, Information Technology
Industry Council, Mooring Financial Corporation, Linked
Senior Inc., Named Fiduciaries of the Insurance Company
Supported Organizations 401(k) Savings Plan, Named
Fiduciaries of the ICSO Group Health & Welfare Plan.
THE BENEFITS CONNECTION GROUP Washington, DC
Corporate Treasurer and Director of Operations 2003 to 2007
Managed financial affairs and compliance matters for a
third-party benefits administrator with $36 million of
annual revenue, $850 million in assets, and 17,000 plan
participants. BCG was a for-profit subsidiary of the
American Insurance Association.
Increased Pension Plan asset-based and administrative-fees
revenue by 10% by initiating a program to make these fees
applicable to both active and inactive plan sponsors.
Initiated action to recover a possible $1.6 million
performance fee overcharge by a venture capital asset
manager. .
THE TOBACCO INSTITUTE Washington, DC
Senior Vice-President, Finance and Administration 1993 to
2002
Vice President, Chief Financial Officer 1984 to 1993
Controller 1978 to 1984
The Institute was a highly charged, very controversial trade
association that advocated the interests of its members in
federal, state, and local legislation, regulatory actions,
public affairs, and product testing. It had a $45 million
annual budget, 130 employees, and twenty-five offices.
Managed accounting, budgeting, investments, information
technology, human resources, and facilities management
functions. Supervised a twelve-person staff and directed
activities of outside professional services firms.
Interfaced directly with member company chief executive
officers, chief financial officers, and general counsel.
Designed, implemented, and managed accounting systems that
established budget, reporting, and operational controls over
The Institute's activities and restricted funds
Directed the development and implementation of human
resources policies, programs, and services. Supervised staff
recruitment, staff terminations, benefits administration,
and the salary and performance review system.
Directed the development and implementation of The
Institute's information technology systems used for
communications, legislative tracking, accounting, and
budgeting.
Maintained banking relationships and liaised with outside
auditors and other service providers.
Managed cash flow, billings, collections, accounts payable,
and payroll. Supervised preparation and filing of Federal,
state, and local tax and information returns and lobbying
reports.
Negotiated, reviewed, and administered private sector
contracts, as well as commercial real estate leases.
Conducted on-site financial and management audits of
multimillion-dollar tobacco industry campaigns to defeat
state and local ballot initiatives.
Conceived and executed modifications in advertising agency
contracts and changes in advertising copy formats that
reduced advertising expenditures by $0.3 million per year.
Reduced investment fees and increased investment returns on
$45 million of pension plan and other assets under my
management
Developed the strategic plan for a successful merger with
the Tobacco Tax Council. This merger reduced annual
expenditures by over $1 million through a decrease in
staffing and the consolidation of redundant operations.
Other Relevant ZIPCAR, Regional Vice President. BOOZ-ALLEN & HAMILTON,
Professional Assistant Controller of BA&H's government contracting
Experience division. ARTHUR ANDERSEN, Staff Auditor. U.S. ARMY, First
Lieutenant.
Education UNIVERSITY OF ILLINOIS Urbana, Illinois
Masters of Accounting Science
FLORIDA SOUTHERN COLLEGE Lakeland, Florida
Bachelor of Science, Business Administration/Economics
Professional CERTIFIED PUBLIC ACCOUNTANT State of Illinois
Certifications CERTIFIED MANAGEMENT ACCOUNTANT Washington, DC
Entrepreneurial Over twenty years of active venture capital investing
(Zipcar, webMetheds, Linked Senior, et al), co-founded
and Investment several IT start-up companies, and developed and managed
Activities several successful commercial and residential real estate
investments. Charter investor in and advisor to a $50
million real estate hedge fund.