E-Commerce Supply Chain

HEATHER G. ROBERTS

240-***-**** *.*************@*****.***

PROFILE

A multi-faceted Subject Matter Expert (SME) with a robust financial and cross-functional background adept at collaborating with C-level executives on global and domestic financial projects. A profit and solutions-driven leader known for managing complex milestones while adapting to changes and shifting priorities. Possess excellent financial acumen, team building, leadership, technical and communication skills. Expertise Includes:

Key Competencies+

Finance: Financial Analysis & Reporting Credit Enhancements Deal Structuring& Contracts Big Data Analytics Data Warehousing Portfolio Management E-commerce CFO Advisory Cross- Functional Leadership

Risk Management: Sarbanes Oxley (SOX) Financial Statement Audits Business Process Improvement & Re-Engineering Project Management Enterprise Risk Planning (ERP) Supply Chain Human Capital Facilitator&User Trainer

Notable Highlights:

Chaired the Structured Credit Enhancement Deals for Bond Administration and Credit Risk by exceeding $1.67 Trillion by utilizing data integrity (Big Data), E-Commerce Web-tools and orchestrated Quarterly Board Reports.

Lectured, Authored and Trained Clients on Agile Global Projects for the Implementation for Enterprise Risk Planning (ERP) Financial Systems.

Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users. Applies (COSO) Framework to executing Corporate Risk Governance multi-faceted Projects.

Business strategist: plan and manage projects aligning business goals with technology solutions to drive process improvements, competitive advantage, and bottom-line gains.

EDUCATION

B.B.A. Finance, Howard University, Washington, DC

M.S. Information Systems in Artifical Intelligence, Washington, DC-In Progress 2026

TECHNOLOGY SUMMARY

ERP & RDMS Tools: SAS, SQL, Oracle Financial & R12, MS SQL Server, My SQL, DB2, CGI-Momentum, PeopleSoft, SAP, Intex, Sharepoint

Microsoft Office Suite: Word, Excel, Access, PowerPoint, Visio; Explorer, Outlook, Chrome, PDF

E-Commerce: MI Web Portal, CCP, IWT, Morenet, Laser, Saturn, LLP, CID, Peachtree, Lotus Notes, Attenex, IDEA, Index, Quick Books, Adobe

PROFESSIONAL EXPERIENCE

Brillient Corp.

10/21-4/24

Sr. Technical Financial Consultant

Served as Subject Matter Expert (SME) for financial management and cost estimation projects at Transportation Security Administration (TSA) supported two programs

Administered business management functions such as, financial analysis, budgeting, planning and control of funding and allocating of funding

Executed financial transactions: certified, approved payments and performed compliance reviews on reimbursement requests for the Grad program in Training and Development. Technical (SME) for impending Enterprise Planning Resource (ERP) implementation

Shored up $79 Million Cybersecurity budget in the completion of the Spend line FY24 Budget, managed and updated the (53) procurement's on database for acquisitions (contracts): new awards, modification, and increases

Facilitated meetings for acquisition team and budgetary meeting minutes.

Acquired Public Trust October 2021

Creative Financial Staffing (CFS)

Basilica of the National Shrine of the Immaculate Conception

8/21- 10/21

Assistant Comptroller

Contributed in the completion of the financial statements and analyzed budgetary accounts for audits

Leveraged technology to enhance financial planning, data analytics and operational performance

Oversaw treasury functions including, cash management reports and lockboxes

PMI Malaria

6/21-8/21

Finance Officer

Reviewed and processed subcontractor invoices for disbursements

Executed the preparation of financial reports and monitored project financial performance

Ensured compliance with the applicable USAID rules and regulations, and other relevant donor guidelines

Managed project budgets tracked expenditures and ensured that funds were used effectively and in accordance with project goals.

Superior Vision, Bowie, MD

11/16-03/21

Manager

Directed business operations including financial management, customer service and marketing

Top Performer in sales, managing operational support and risk insurance

Brown & Company CPA’s, Greenbelt, MD

06/19- 08/19 (Summer Project)

Lead Advisory Financial Consultant

Developed project plan for financial statement and data act audit Federal Election Commission (FEC)and Treasury Forfeiture Fund (TFF)

Refined payroll and insurance benefit testing, flux analysis, lead sheets, management letters, spearheaded proposal for contract and attended entrance conference

Utilized Team Mate the Accounting software as a guidance to prepare the financial statement audit

Ceded financial advice by studying operational issues, applying financial principles,practices and developing recommendations

Ann Incorporated, Annapolis, MD

11/14- 11/20

Leader/Associate

Serviced supply chain management, e-commerce, and operational support

SRG Government Services, Reston, VA

03/15-12/15

Lead Advisory Financial Management Consultant

Supported a Software Firm in the transition to release Oracle R12 Contract Procurement Life cycle DARPA DAI Financials for the Office of the Comptroller

Transformed business process improvement for Oracle12 Training effort by revising work instructions, job aids, and documentation references as a guide to support the client user support

Co-Authored Frequently Asked Question Guide (FAQS) for Oracle R12 business process improvement and FIAR Guidance training

Executed analytics and testing on financial applications and data

Independent Consultant

04/13-3/15

Advised individuals on professional business, mortgage, and personal finances

Ernst & Young, Washington, DC

10/12-4-13

Lead Advisory Financial Management Consultant

Supported a Power and Utility Organization with $22.1 billion in revenue for critical Information Technology initiative to resolve complex payroll transactions for implemented Enterprise Resource Planning System (ERP) SAP System to ensure the compliance of 35+ Labor Contracts

Trained Financial Consultants 50+ on the interpretation of the labor to contracts exercise and execute the appropriate functional applications to the SAP System to resolve payroll issues

Owersaw the quality analysis testing on financial metrics for payroll transactions and payroll wage statements

Ann Incorporated, Annapolis MD

10/10-3/13

Leader/Associate

Serviced supply chain management, e-commerce, and operational support

Subcontractor for Peachtree Solutions, Washington, DC

08/10-04/11

Lead Advisory Financial Management Consultant

Aided with the risk assessment, development, and documentation of the Civilian Payroll Process of the United States Coast Guard (USCG) Standard Operating Procedures (SOP)

Inventoried Payroll Accrual and Labor Cost and Distribution reconciliations and analyzed them for validity, effectiveness, and efficiency

Revised the following A-123 Compliance review documentation for Labor Cost and Distribution: Standard operating procedures (SOP), Narrative, Walk-through of process, Reconciliation Analysis, Gap Analysis, Control Matrix, Testing and Inventory Checklist

Identified gaps in the control matrix and provided solutions to resolve the gaps

Simplified recommendations to improve the Civilian Payroll reconciliations

Executed editorials to final Civilian Payroll Process deliverable and updating project plans

Spearheaded compliance review of Compensatory Leave Audits for Strategic Planning Human Resources Division in preparation for audit

Digital Network Group LLC, Largo, MD

09/08-08/10

Lead Advisory Financial Management Consultant

Managed and strategized internal and external business processes

Fostered environment to ensure sound financial guidance for profit side of the business and non-profit organization Kinetic Potential Scholars Program (KPS)

Orchestrated the Revenue Billing process using Quick books Software

Participated as a Program Coordinator for the (KPS) Mentoring and Tutoring Program

Resolved and maintained the compliance of the Business Taxes for S Corporation

Subcontractor for Cotton and Company, Arlington, VA

12/07-11/08

Lead Advisory Financial Management Consultant

Appointed as a global training facilitator for the implementation of the CGI, Momentum Financial System for the Department of Justice (DOJ) The Drug Enforcement Administration (DEA) Office of Finance

Improved change management support by preparing training course materials, business process designs, and visio mapping to show the test of design and operation effectiveness for the role-based transaction designated for the system implementation

Collaborated in training joint review sessions as a Subject Matter Expert (SME) for Financial Management

Completed A-123 compliance reviews

Conducted a baseline realignment review to determine the Program Management skill sets for the role-based training curriculum

Tested CGI, Momentum financial application for all role-based transactions, such as, preparing and testing exercise for accounts payable, accounts receivable, travel systems, General Ledger etc.

Instructed one-on-one training with all Domestic and International Staff on CGI, Momentum Financial System

Engaged in a two-month required mock training review classes

Advocated Program and Product vision; drive stakeholder alignment

KPMG LLP, Washington DC

12/04-12/07

Sr. Associate

Successfully participated as a valuable results-oriented team player in cross-functional roles executing 15+ complex Management Consultancy engagements for the Global Practice in the areas of; Federal Government, State and Local Government and by traveling throughout North America for the Mid-Atlantic Services Practice

Commercial Clients:

Industry Revenue

Oil & Energy $ 18.1B

Communication $ 2.1B

Software $ 62.1B

Manufacturing $ 738,608M

Financial $129.7B

Worked on a variety of large- scale financial management disciplines by providing high quality, professional daily management services for advisory projects

Analyzed audit procedures and the company’s accounting and financial procedures that deal with an organization possible exposure to fraud

Enhanced the effectiveness and efficiency of critical in-house governance, internal audit and compliance and regulatory functions utilizing the (COSO) framework

Risk Assessment and Management including evaluating and designing technology controls, conducting impact assessments, identifying control gaps, and developing risk management strategies. Experience performing Risk and Control Assessments.

Researched and evaluated complex financial statements and transaction flow, financial risk, financial reporting, and accounting transactions processing including controls

Originated briefing papers and white papers based on the results of the review containing recommendations for improvements

Led team engagements and mentor team members as needed

Established Financial Management reports to track Government Contracts pricing Launched comprehensive Audit and Compliance for all Government Subcontracting opportunities for the Contracts office

Achieved Quality Performance Reviews (QPRP) at the end of the year for all completed projects

Acquired TOP SECRET/SCI ELIGIBLE December 2007

Engineering Design Systems, Inc. (EDSI) Joint Interoperability Test Command (JITC)

Indian Head, MD

10/02 – 12/04

Lead Advisory Financial Management Consultant

Amplified strong Financial Management expertise and technical support to Department of Defense Business Management Modernization Program Testing and Evaluation Team

Developed and exchanged ideas on how to integrate and implement the Database Management System for analyzing Business Requirements for government external sources; For example, OMB, FAR, JFMIP etc.

Composed and edited technical documents for the Testing and Evaluation process of Business Requirements

Held an Interim Top-Secret Clearance at this position

FANNIE MAE, Washington DC

10/00 – 10/02

Lead Securities Analyst

Effectively processed and managed the current book of Credit Enhancement business for Bond Administration (Investments) and Credit Portfolio over $1.67 Trillion

Structured Mortgage Insurance deals over $100 million

Orchestrated Financial Modeling by using Index and Financial Forecasting for +75 for Structured Mortgage Deals

Utilized PeopleSoft application to process all financial transactions for Structured Mortgage deals for the controller’s group

Evaluated and utilized e-commerce CE Mortgage Insurance Web Portal as a means of expanding the Mortgage Insurance business

Produced and published of the Monthly Mortgage Insurance Update Report for Chief Credit Officer (CCO) and Board.

Successfully conducted staff training + 15 on Credit Enhancement, Financial Reporting and Oracle Financial Systems

Oversight for 3+ Information Technology Staff

Automated and provided all operational production support for Credit Enhancement business for Credit Portfolio

EarlierCareer

Bank of America (formerly Nations Bank)

Speciality Bank Examiner

COMMUNITY INVOLVEMENT

Fellow, President Obama Campaign, 2012

Small Business Advisor Committee, US Congress Donna Edwards 4th District, 2012-2017

Catechist & Lector, Archdioceses of Washington DC, 2013-Present

Financial Integrity Network, 2018

Vita Tax Clinic, 2019

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