Shannon MacGregor, MBA, CAE
**********@*******.*** 703-***-**** or 703-***-****
http://www.linkedin.com/in/shannonmacgregor
Finance and Operations Executive – Professional Bio
Entrepreneurial and a creative self-starter, Shannon brings experienced leadership to strategic planning, financial
control, operations, and staff development. A Certified Association Executive, and a past nominee for "CFO of
the Year," Shannon's expertise is in non-profit management. She began her professional career in Sydney,
Australia, as a Chartered Accountant for two multinational corporations; then earned her M.B.A. (finance) after
returning to the U.S. In addition to owning a financial consulting business for se ven years, Shannon was the
Divisional Controller of a $1 billion retail company in Washington, DC, and has served as the Chief Financial
Officer for two non-profit organizations in Alexandria, VA.
Professional Experience Non-profit Organizations
Board of Directors
(11/2012 – Present)
BalletNova Center for Dance, Falls Church, VA
Member of the Board of Directors, and Finance Committee, for this $2 million non-profit organization dedicated to
excellence in dance.
Chief Financial Officer
(4/2003 – 6/2013)
CSI (Construction Specifications Institute), Alexandria, VA
Member of the Executive Team, providing leadership for all financial operations, human resources, information
technology, and facilities management for this $8 million non-profit technical society and its Foundation:
Served as member of interim CEO management team, reporting to Board President, during 11 -month
CEO vacancy; coordinated executive search for the CEO position with Board Search Committee and
outside recruitment firm; acted as staff liaison to the Board-level Finance, and Audit, Committees
Collaborated with Board and outside consultants to restructure the organization’s governance and bylaws
Initiated, planned, and managed a complete transformation and upgrade of all critical systems : email,
budgeting, accounting, membership data base, network servers, and general business processes
Streamlined the financial reporting process by creating user-friendly, web-based presentations to the
Board
Provided Board orientations on leadership and fiduciary duties; hosted and presented financial education
webinars to nationwide network of 145 chapter presidents and treasurers; taught finance and budgeting
at annual convention to business owners and professionals
Crafted an Internal Controls Policy manual for the organization, and spearheaded the documentation of a
Disaster Recovery Plan, including the appointment of an “Emergency Response” te am
Negotiated sublease arrangements with tenants, defraying over $120,000 in annual rent expense;
conducted an extensive real estate search for new corporate headquarters, resulting in $400,000 savings
in annual overhead costs
Chief Financial and Administrative Officer
(2/2001 – 12/2002)
American Academy of Otolaryngology, Alexandria, VA
Senior Executive in charge of all financial and administrative operations of this $15 million organization:
Established critically-needed structure to the accounting system by linking financial results to strategic
plan and to budget
Reorganized Accounting Department for success by matching staff strengths with appropriate duties
Identified the need to improve technology, systems, and processes, and launched an organization-wide
upgrade
Acted as staff liaison to 3 Board-level committees: Executive and Finance, Audit, and Investment
Coordinated a 5-person government affairs office move, maneuvering a multi-million dollar real estate
deal
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Authored a Business Planning module for organization’s Leadership Development Program
Elected to corporate officer position (Secretary) for for-profit subsidiary Board of Trustees
Founding member of the Millennium Society – the organization’s research foundation
Director, Investment and Administration
(12/1993 – 1/2001)
Public Technology, Inc., Washington, DC
Directed all financial and administrative operations of this $6 million non-profit corporation:
Designed a competitive pricing model for products and services to provide positive net revenue streams
Adopted the first electronic payment and billing system for Federal government contracts, cutting
receivable time down from 6 weeks to 3 days
Established investment manager selection criteria, and developed a $3.5 million investment portfolio
Professional Experience For-profit Organizations
Independent Financial Consultant
(3/1990 – 3/1997)
The Flanagan Group, Arlington, VA
Provided financial and accounting support on a free-lance consulting basis: general accounting; budgeting and
forecasting; financial reporting; tax matters; accounting operations and systems.
Controller, Salary Administration and Benefits
(7/1989 – 7/1993)
Woodward & Lothrop, Alexandria, VA
Managed the accounting and financial control of all benefits issues for approximately 12,000 active employees
and 3,000 retirees for this former $1 billion private retail company.
Controller
(10/1987 – 7/1989)
Carlyn Systems, Inc., Annandale, VA
Responsible for the overall financial and administrative operations of this privately-held company.
Portfolio Accountant/International Fund Manager
(6/1986 – 5/1987)
State Street Bank of Boston, Sydney, Australia
Managed investment portfolios for international clients within a highly-charged trading floor atmosphere; raised
funds through the foreign currency exchange desk ; and recruited, trained, and supervised new hires to the firm .
Branch Accounting Supervisor
(6/1980 – 6/1986)
AVCO Financial Services, Ltd., Sydney, Australia
Supervised all accounting functions for a nationwide network of 150 branch offices of this multi-national
corporation, managing 5 accounting professionals.
Education and Affiliations
M.B.A. (Finance), Marymount University, Arlington, VA
Certificates in Australian Company Law and Business Law, New South Wales Institute of Technology,
Sydney, Australia; Australian Society of Chartered Accountants
B.A. (cum laude), Management/Accounting, Mount Vernon College at George Washington University,
W ashington, DC
Member, American Society of Association Executives
Member, Council of Engineering and Scientific Society Executives
Member, Society for Human Resource Management
Certified Association Executive
Non-profit CFO of the Year Nominee
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