Sean P. Roddy, CPA, CMA, CGMA, MBA

***** ****** ***, *******, ******** 20854

301-***-****, ad3ydu@r.postjobfree.com

PROFESSIONAL EXPERIENCE

SUMMARY OF C LEVEL EXECUTIVE ACCOMPLISHMENTS

Successful CFO/COO at both for-profit entities and national not-for-profit organizations.

Responsibilities over multiple office locations, including global operations.

Negotiated and integrated numerous M&A transactions.

Raised in excess of $225M in private equity and wrote the S1 registration statement for an IPO.

SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) 2021 – Present

Alexandria, Virginia

SHRM is a 501-C-6 membership association that owns five profitable C-corporations and two for-profit LLCs. SHRM currently has nine offices around the world, four in the U.S., three in India, one in the UAE and one in Saudi Arabia.

Chief Financial Officer

Contributed to growing revenue by $70M to $240M over 2.5 years.

Manage Finance, Accounting, Risk Management and Information Technology departments, including a staff of 35 employees and over 60 contractors.

Liaison with the Audit Committee, which has governance over Finance, Investments, Audit and Risk Management.

Chair of the Staff Investment Committee, which oversees SHRM’s $225M investment portfolio, and $60M in real estate, and Co-Chair of the Retirement Investment Committee, which oversees SHRM’s defined benefit and defined contribution plans in the amount of $170M.

Successfully negotiated and acquired two for-profit C-Corporations in 2022.

Decreased the time to close the books from two weeks to five days.

CATHOLIC CHARITIES USA (CCUSA) 2017 -- 2021

Alexandria, Virginia

CCUSA is one of the largest charities in the U.S.A. It is 110 years old and includes 170-member agencies in all 50 states. The charity provides approximately $5bn in support to over 10 million people in the United States per year.

Chief Financial Officer

Implemented a new financial reporting format for the board while successfully improving the closing process from 30 days to 10 days.

Worked closely with the Investment Committee, Finance Committee, Audit Committee, and the Board of Directors.

Installed a new G/L software, MS Dynamics; upgraded the donor tracking software, Raiser’s Edge to Black Baud’s NXT, and restructured the finance department through layoffs and new hires.

Managed all financial grant reporting, both federal and corporate.

Managed the investment portfolio, in accordance with the Investment Policy Guidelines approved by the Board of Directors.

SPR CONSULTING, INC. 2014 – 2016

Potomac, Maryland

SPR Consulting was a business consulting company representing numerous clients from Tokyo to Washington, DC.

Chief Executive Officer

Outsourced advisor to various clients including both publicly traded and privately held businesses.

Tasked with improving operations, developing corporate metrics for evaluating the performance of divisions, business units, senior management and personnel.

Evaluated M&A transactions, opined on revenue recognition issues and reviewed quarterly filings.

WATKINS MEEGAN, LLC (now CohnReznick) 2007 - 2014

Bethesda, Maryland

Watkins Meegan was a top 60 CPA firm with over 5,000 clients in all 50 states. The firm merged with Cohn Reznick in June of 2014.

Chief Operating Officer

Managed the operations of the firm, as well as a book of business, which included one of the firm’s largest clients, the Metropolitan Washington Airports Authority (MWAA).

Developed and executed the strategic plan, led the business development and marketing efforts, managed IT, supported the Managing Member in supervising all aspects of the firm.

Led the consulting efforts for the firm at MWAA, winning multiple contract awards that supported the Offices of both the CFO and Internal Audit.

Installed and managed an operational and financial dashboard, Qlikview (system enabling near real-time views of labor utilization and realization by office, business unit, labor category and employee).

Managed the firm’s 80% interest in its largest subsidiary, WatkinsIT (now Intelice).

SCEPTOR INDUSTRIES, INC (Now Evogen, Inc.) 2005 - 2007

Kansas City, Missouri. Rockville, Maryland. Manchester, UK

Sceptor Industries was the 16th fastest growing company in the U.S. in 2005. A Chem/Bio company supporting various clients including the U.S. Postal Service.

Chief Financial Officer and Treasurer

Positioned Sceptor for its IPO by drafting the S1 registration statement for SEC review in conjunction with Sceptor’s outside council, Cravath, Swaine & Moore.

Primary management liaison with the underwriters (primary: J.P. Morgan and Morgan Stanley; secondary: Morgan Keegan and Thomas Wiesel Partners [TWP]).

Re-audited the prior three years’ financial statements, installed a new accounting system, became Sarbanes-Oxley compliant, amended the prior years’ tax returns, managed the Accounting, Human Resources and Finance departments.

Managed and led all M&A activity for the company (two deals pre-IPO).

Managed the Finance, Accounting, HR, IT, and Government Contract Compliance departments.

PACE GLOBAL ENERGY, LLC (formally an affiliate of ALCOA, now owned by Siemens) 1998 - 2004

Fairfax, Virginia

Pace Global Energy was an affiliate of the Aluminum Company of America, (ALCOA) and was both an energy consulting firm and an energy management firm. It managed the power needs for some of the largest industrial companies in North America and Europe.

Chief Financial Officer and Treasurer

Managed the Finance, Accounting, Risk Management, Human Resources and Administration Departments.

Key member of the executive management team that drove international expansion, which included successfully performing on contracts in 36 countries and opening six foreign offices on three continents.

Implemented and managed a multi-currency treasury function for global operations.

Instilled fiscal discipline around billing, collections and procurement, which improved the overall cash-flow of the business. Reduced write-offs to 2% and DSO from 180+ days to less than 70 days.

Led all mergers, acquisitions, and divestitures including the acquisition of a division of Chevron Texaco.

Raised $225M in private placement funding via Morgan Stanley and other investors, to develop eight synthetic fuel manufacturing plants in five states. At full production revenues were $1.2bn per year.

EARLY CAREER

Between 1986 and 1998. Staff Accountant for Price Waterhouse (now PWC) and Corporate Controller for a Defense Contractor, Overlook Systems Technologies, Inc.

TEACHING

Johns Hopkins University 2009 – 2012

Washington, DC and Shady Grove, Maryland

Adjunct Professor, Finance for the Masters-of-Biotechnology

Adjunct Professor, MBA Program--Mergers & Acquisitions

EDUCATION

George Washington University

Washington, DC

Master of Business Administration

University of Maryland

College Park, Maryland

Bachelor of Science, Accounting

CERTIFICATIONS

Certified Public Accountant

Certified Management Accountant

Chartered Global Management Accountant

BOARD of DIRECTORS

American Kidney Fund, Past Audit Committee Chair 2020 – 2023

Sean P. Roddy Resume Page 3

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