CAREER SUMMARY

CPA professional dedicated to helping private, government contractors, and NFP organizations address challenges resulting from growth, economic issues, opportunities or crises. Able to consult side by side with client teams to identify and implement effective solutions that optimize profitability and growth, improve workflow and performance, or manage risk and compliance. Most recently employed as President of Moran & Company, a CPA firm providing over thirty audit/review actions per year, nearly 200 business and personal tax returns and financial planning for businesses and individuals. This includes the financial management and guidance of corporations, S-Corps, Partnerships & Individuals. US Navy Veteran

PROFESSIONAL EXPERIENCE

Moran & Company, PC, CPA, Manassas, VA. 1988 to 2016

Responsible for management of the firm as well as direction of the day to day work of the firm. Led a team of 6 to 8 CPA’s/accountants/clerical personnel in all aspects of the firm’s functions from training through performance of audits to tax return review. Specific accomplishments include:

TAX SERVICES

Reviewed or prepared returns for: Corporations, S Corporations, Partnerships, Estates and Trusts, not-for-profits, and Individuals

Significant exposure to high net worth/income individuals (excess of $1 million) and their related entities such as: C-Corps, S-Corps, Partnerships and other pass-through entities.

Heavy emphasis on review and appraisal of tax situations in order to minimize taxes and position the client for the future.

Supported IRS/State audits of corporate and individual tax returns.

AUDIT AND ACCOUNTING SERVICES

Conducted US Government (DCAA) incurred cost audits and accounting system reviews

Conducted attest engagements for over thirty clients per year including defense contractors ($50 million) and wholesalers ($70 million).

Conducted AUP’s for clients including defining procedures/tests to be conducted as well as conducting them and reporting on the results.

Perform financial statement reviews in accordance with US GAAP and IFRS

Implement opportunities and recommendations regarding business and profit improvement, internal control, and compliance. Effectively write and communicate audit engagement results to client management.

Manage, develop, train, and coach staff on projects and assess performance for engagement and year-end reviews.

Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.

Develop and maintain an understanding of the accounting operations within an organization and obtained a working knowledge of accounting software packages.

Supervise the month end close process for clients.

Prepare financial statements for the client by the agreed upon deadline.

LCT, Inc./X.Systems, Inc., Fairfax and Manassas, VA May 1987 to January 2008

Hands on CFO, responsible for all aspects of financial and administrative management of emerging tech companies. Duties included general ledger oversight, pricing/planning/budgeting, and personnel management. Accomplishments included:

Managed the financial aspects and the legal aspects of a successful sale of LCT, Incorporated to Metamor Wordlwide.

Managed LCT, Incorporated through a successful workout process in only 9 months.

Managed cash flow such that the firm only required a line of credit that was less than 2% of annual sales.

IBM Federal Systems Division, Manassas, VA. November 1980 through May 1987

Held progressively more responsible positions in finance and accounting, culminating in holding a manager position in both accounting and finance, a previously unprecedented achievement.

McIntyre School of Commerce, University of Virginia, 1986 to 1992

Adjunct Instructor in Accounting and Taxation,

U. S. Naval Reserve. December 1980 - December 1994

Lieutenant through Commander, Supply Corps. Retired December 1994.

U. S. Navy (active duty) May 1975 through November 1980: Ensign through Lieutenant, Supply Corps, Assigned to Staff of ADM H. G. Rickover, former Director of the Navy’s Nuclear Propulsion Program. Duties include management of a $100 Million Research and Development budget which was used to fund nuclear propulsion technology research at the Knolls Atomic Power Laboratory (General Electric) and the Bettis Atomic Power Laboratory (Westinghouse).

EDUCATION and CERTIFICATIONS

George Washington University, Washington, DC. Master of Business Administration in Accounting,

College of the Holy Cross, Worcester, Massachusetts (Phi Beta Kappa), Bachelor of Arts

Certified Public Accountant (Virginia) Certified Global Management Accountant

Passed FINRA exams in Series 6,7,63 and 65. Licensed in Virginia.

ADDITIONAL NON PROFIT ACTIVITY

Elected Treasurer of the O’Callahan Society (College of the Holy Cross, Worcester, MA), a non-profit organization whose mission is to assist both the Holy Cross NROTC unit in performance of its mission and its unit members, who are college students. Served as member of the executive committee of the Piedmont Charitable Foundation since 2008. Served as Chairman of the Board of the Prince William County Police and Fire Supplemental Retirement Fund since 2000.

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