Management Vice President

Results driven Senior Finance and Operations Executive with a successful

and consistent track record of building corporate value, planning and

executing corporate strategy, building and maintaining positive client and

stakeholder relationships, and generating positive financial results

through spearheading strategic corporate initiatives, corporate governance,

corporate and partner collaboration, innovation, effective capital

allocation, and leadership - driving immediate and lasting results

Accomplished Senior Executive successfully leading Commercial and

Government contractor organizations with domestic and international

operations, clients, and partners. Strong financial Executive with

extensive GAAP, SEC, and FAR reporting experience; participated in over a

100 annual unqualified financial and field audits and federal agency (DCAA)

financial, payroll, property, purchasing, and pricing audits. Led financing

of several major real estate deals, debt restructuring with banks and

private equity firms, and conducted M&A. Led the implementation and

conversion of nine (9) enterprise financial, human resource, asset

tracking, and purchasing systems. Managed $2B investment portfolio; $400M

endowment; and $200M retirement trust

Skilled Financial and Operations Executive with extensive P&L experience

with public firms, large and small private firms, and private equity funded

firms; and Not-for-Profit firms (501(c) 3); and co-founder of a successful

consulting company. These firms had annual sales from $3M to $1B; 8 - 5,500

employees; multi-year contracts valued at over $2B, and up to 50 US and

Global locations. Demonstrated ability to lead and motivate diverse, global

teams to support corporate and client objectives. Results-oriented,

articulate, industry professional

Strengths and Qualifications Experience

Executive Client & Strategic Partner Turn-Around for Operations and

Relations Finance

Business & Strategic Planning Financial & Operations Management

P&L Responsibility Business Process & Quality

Management

Mergers & Acquisitions ERP Management and Implementation

Financial & Program Reporting Labor Relations & Collective

Bargaining

Bank, Private Equity & Investor HR, Compensation, Retirement,

relations Benefits

Board Service - Commercial & Government Clearance - Top Secret

Non-Profit

Career Highlights

Chief Financial Officer, Vice President Finance and Administration

Woods Hole Oceanographic Institution Woods Hole, MA 2009 - Present

Selected Responsibilities and Accomplishments

. CFO, Vice President, Finance and Administration for Woods Hole

Oceanographic Institution and affiliated organizations; EOM Ocean Network

Systems, Inc - $200M revenue. Responsible for Finance and Accounting;

Investment of $400M endowment, $200M Retirement Trust; Legal;

Intellectual Property and Technology Transfer; IT; Contracts and Grants;

Human Resources; Business Development; Real Estate; Retirement Planning

(transitioned from Defined Benefit to Defined Contribution); Procurement

and Property; Safety; Security,; and Facilities; as well the heading the

Institution's Sustainability Task Force and Wind Turbine Initiative.

Management lead on the following standing Board Committees - Audit;

Finance; Investment; Retirement Trust; Business Development and Technical

Transfer; and two (2) ad hoc Board Committee - Strategic Planning; and

Real Property

. Finance, Operations, Infrastructure, and Operational Excellence -

Responsible for developing and executing a corporate-wide Operational

Excellence program to reduce and manage costs; implement an operational

excellence program focusing on improving the health of the organization,

internal and client relationships, instilling new processes; implemented

a new Budget and Cash Management system; implementing a new ERP system

and operational reports; establishing policies and procedures; Corporate

Governance and Ethics program; Investment and Retirement Policies; and

implementing new integrated systems for Operations, Accounting, HR,

Procurement, Project Management, and IT

- Increased annual revenue 10% from new sources

- Eliminated 25% of the redundant functions

- Reduced annual costs by 15%

- Reduced annual Audit by three (3) months

- Created new Board and Institution reporting system

- Improved outstanding receivable process, negotiating advanced payments

- Built a Corporate Intranet improving communication and report

distribution

- Developed and managed Indirect Rate structure, significantly reducing

the Fringe Benefit rate by 20%

. Enterprise Financial, HR, and IT Systems & Platforms - Led the cross-

functional team in the integration of new Enterprise Resource Planning

System - Microsoft Dynamics: Finance, Accounting, Budgeting, Procurement,

Project Management; Ultimate Software: Human Capital Management System;

UUNet: Web based Time Management System leading to improved

organizational performance, cash management, resource allocation, and

cost reduction and management decision making

- Accounting and Budgeting; and corporate reporting

- Procurement, Fixed-assets, Purchase Card system

- Labor management, Payroll, Benefits

- Contracts, Grants Management

- Human Resource On-Boarding process

- Human Resource new annual performance planning and salary benchmarking

- Transitioned from Defined Benefits Retirement Plan to a Defined

Contribution Retirement Plan

. Manage the Tax Exempt Bonds and SWAP - Manage $60M Tax-Exempt Bond

financing for two (2) research labs

. Endowment and Retirement Trust - Manage $400M endowment and $370M

Retirement Trust; experiencing performance of 12 month trailing

performance of 23%; top 25% of peer group

. Start-up Investments - Developed start-up investment framework, applying

discipline and due diligence to funding start-up companies; and provided

start-up firms back office support

. Strategic Framework - Developed and executed a strategic plan and

investment framework used to assess the organization and the expansion of

the company nationally and internationally. Conducted the financial,

organizational, and management due diligence

. Audit - Managed multiple organization audits to include A133 audit; all

audits have been successful. Reduced annual audit completion by three (3)

months

Chief Financial Officer

Wisconsin Research Foundation and Affiliates Madison, WI 2007 - 2009

Selected Responsibilities and Accomplishments

. CFO for Wisconsin Alumni Research Foundation and affiliated

organizations; WiCell, WiSys, Morgridge Institute for Research, and 40

Start-up companies with revenues of $230M - responsible for Finance,

Investment of $2B, IT, Contracts, Human Resources, Business Development,

and Facilities. Significant international business in Europe, GB, and

Asia

. Finance, Operations, Infrastructure, and Operational Excellence -

Responsible for developing and executing a corporate-wide Operational

Excellence program to reduce and manage costs; implement an operational

excellence program focusing on improving the health of the organization,

client relationships, instilling new processes; implemented a new Budget

and Cash Management system; establishing policies and procedures;

Corporate Governance and Ethics program; Investment Risk Policy; and

implementing new integrated systems for Operations, Accounting, HR, and

IT

- Eliminated 15% of the redundant functions

- Reduced annual costs by 22%

- Reduced closing from quarterly to monthly; closing in five (5) days

after close

- Created new Board and Company reporting system, consolidated reporting

for four companies and 40 start-up organizations

- Reduced outstanding receivable by 95%

- Built a Corporate Intranet improving communication and report

distribution

- Implemented a new enterprise Customer Relationship Management system

- Implemented an annual Patent audit

- Developed and managed Indirect Rate structure

. Enterprise Financial, HR, and IT Systems & Platforms - Led the cross-

functional teams in the integration of SalesForce; Sage Accounting and

Budgeting Systems; and PeopleSoft Human Capital Management System:

specific systems implemented or upgraded leading to improved

organizational performance, resource allocation, and cost reduction and

management

- Accounting and Budgeting; and corporate reporting

- Procurement, Fixed-assets, Purchase Card system

- Labor management, Payroll, Benefits

- Contracts, Grants Management

- Intellectual property and Licensing system

- Document Management systems

- Software as a Service; Cloud computing; Social networking

- Continuity of Operations Plan

. Financing and Managing of Research Institute Construction - Co- project

manager and led and executed financing of a $300M research institute,

issuing Tax-Exempt Bonds to finance the building

. $2B Investment Portfolio - Co-Manage $2B investment portfolio

experiencing performance of 1-yr 21.8%; industry leading performance

among peer groups

. Managed Service Organization - Built and led a Managed Service

Organization providing industry leading services to four (4)

organizations and 40 start-up companies; improving performance, cost-

management, and resource allocation

. Development Office and Grant Management - Established a new Development

Office created to raise funds for a public/private world-class

interdisciplinary research institute with a target of $250M, currently

raised $100M in first six (6) months

- Developed a two tier program

< Target and contact High net worth individuals, focused on making

donations to scientific breakthroughs;

< Built a web-community targeting individuals interested in donating

to scientific breakthroughs, but not high-worth individuals

Developed a grant policy and implemented a new grant formula ensuring

preservation and growth of the portfolio

. IT Framework - Built industry-leading network infrastructure and support

for world-class research institute

. Audit - Managed multiple organization audits to include A133 audit; all

audits have been successful

EVP, Chief Operating Officer and Chief Financial Officer

FPMI Huntsville, AL 2003 - 2007

Selected Responsibilities and Accomplishments

. Financial Turn Around - Developed and executed a strategic business and

cost restructuring plan resulting in accelerating growth by 34%,

increasing bookings over 1000%, reducing overhead costs by 30%, and

reversing two-years of negative Net Income and EBITDA into positive

results, and improving corporate value

. Operations and Organization Integration - Led the integration of four (4)

companies located throughout the country, assimilating cultures and

systems, into one (1) high-performing organization

. Financial Management and Reporting - Developed and executed financial

management plan resulting in improved cash flow, capital allocation, debt

restructuring, and investment decisions. Responsible for developing new

corporate and project reporting, improving management, bank, and investor

decision making

. Strategic and Acquisition Framework - Developed and executed a strategic

plan and acquisition framework used to assess the marketplace and conduct

the financial, organizational, and management due diligence on 15

companies

. Enterprise Technology and Management Systems - Led the procurement,

conversion, and implementation of Deltek CostPoint financial system

Deltek GovWin CRM

Senior Vice President, Chief Operating Officer

Vistronix, Inc McLean, VA 1998 - 2003

Selected Responsibilities and Accomplishments

. Enterprise System Implementation - Successfully implemented Financial and

Accounting systems, Deltek GCS; Proposal System, MS SharePoint; and CRM,

Salesforce.com

. Growth, Marketing, and Branding - Led the strategic planning, product

Development, and client targeting efforts. Developed 12 new products and

solutions, received 5 provisional patents directly increasing new product

sales by 1000% and new solution sales by 350%; as well as adding 17 new

clients

. Quality Management & Client Satisfaction - Led a company-wide plan to

improve client satisfaction ratings by 25%. The initiative resulted in a

68% to 85% improvement which was maintained for 2-years. Led the a new

quality management team, resulting in the organization receiving its ISO

9001:2000 quality certification, and managing the software development

life cycle activities at SEI/CMMI L2 and RUP

Co-Founder, COO & Vice President, Professional Services & Consulting

I02Group and Global Internet Solutions McLean, VA 1998 - 1998

iO2Group, Inc, a self-funded, Telecommunications and ASP consulting

solutions firm, successfully acquired by a larger, global

telecommunications firm

Selected Responsibilities and Accomplishments

. Product Development & Marketing - Responsible for building a Global

Application Infrastructure Provider platform; and the Global Application

Intelligent Network (GAINTM), a global, robust, secure, and scalable

network. Responsible for building the ASP Catalyst Framework, an XML

platform built to manage applications. New products and consulting

services led to 1000% increase in services and expanded client base to

Europe

Vice President of Finance and Treasurer

The MITRE Corporation McLean, VA and Bedford, MA 1982 - 1998

Employed at MITRE since 1985 working in finance and operations progressing

into various leadership positions until being promoted to Vice President in

1996

Executive in charge of finance and treasury for a global $1B system

engineering firm focused on national security for DOD, Intelligence,

Aviation, and Civilian agencies.

Selected Responsibilities and Accomplishments

. Organization, Infrastructure, & Operational Excellence - Responsible for

developing and executing a corporate-wide Operational Excellence program

which reduced costs by over 50%, eliminated 30% of the redundant

functions, and built an award wining corporate portal delivering all

financial reports, human resources forms, email, department intranets,

and other corporate information through a single Knowledge Management

System (KMS) portal. The KMS portal received a CIO Magazine Award for

best ROI

. Financial & HR Systems & Models - Led the cross-functional teams in the

integration of Oracle Financials and PeopleSoft HR. The implementation of

Oracle resulted in improving monthly closings in 5-days versus an average

of 28-days, and providing business critical information to users via a

corporate intranet by integrating Oracle, MS Excel, and XML creating a

web-enabled, financial reporting system. Additionally, I implemented an

Economic Value Added (EVA) approach to making investment and operation

decisions. Led executive team which achieved investment grade bond rating

from Standard & Poor's

Education

. MBA, Finance Lesley College - Summa Cum Laude: Top 1%

. Bachelor of Science St Anselm College - Cum Laude: Top 5%

. Certified Financial Planner (CFP) Boston University, Graduate

School of Business

Executive Education

. Dartmouth College, Executive Leadership Tuck School of Business

. Stanford University, Financial Management Program Graduate School of

Business

. Columbia University, Corporate Valuation Graduate School of

Business

Other Professional Interests and Awards

. EOM Ocean Network Systems, Inc - Board of Trustees and CFO 2009 -

Present

. Nicholas Center External Board of Advisors, UW-Madison 2007 - 2009

- University of Wisconsin - Madison Business School Applied Corporate

Finance

. SOLENs Film Company, Walpole, NH and Elon, NC 2000 - present

- Board of Directors, Vice President and Treasurer - Independent Films

for travel and historical films

Projects with Florentine Films, Ken Burns and Dayton Duncan

- WB Network Projects (various TV productions)

. LWK Performing Arts, bodytalkdance Company, Elon, NC 1999 -

present

- Board of Directors, Vice President and Treasurer - Independent

performing arts Company, focusing on the challenges of fighting,

surviving, and living with cancer

< Assisted in developing TV commercial with the Ford Foundation (Ford

Motors)

- Established organization as a Not-for-Profit

. Standard & Poor's

- Received investment grade bond rating from S&P

. CIO Magazine Award

- Received CIO Magazine award for best ROI for a Corporate Knowledge

Management System

. Association Memberships

- AIRI

- Professional Services Council

- Contract Services Association

- American Cancer Association

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