Senior Financial Professional
Resume:
Jonathan M. Idelson
Herndon, Virginia 20171
*********@*****.***
(H) 703-***-****, (C) 571-***-****
SUMMARY
Senior financial professional with over 20 years of broad-based, government contracting experience in financial statement preparation and analysis, operating budget development, forecasting, financial modeling, organizational and program financial management on all contract funding types, and the implementation of financial controls.
FINANCIAL EXPERIENCE
Government Contracting Financial Consultant February 2010 – April 2010
• Provided the following valued guidance to a small DoD government contractor’s financial leadership.
• Reviewed assets, payroll & financial liabilities, expenses, and revenue recognition & then processed accruals & corrective entries to finalize 2009 & 2010 Q1 financial results in Deltek GCS.
• Quantified significant liabilities from invoicing errors, recommending and implementing strategies to effectively portray their financial impact on the balance sheet. Provided initial regulatory guidance on raising this matter to their client subsequently supported by outside legal counsel.
• Developed the 2009 Incurred Cost Submission to DCAA and comparatively analyzed results across cost pools and to 2008, to alert and position the client to potential audit exposure.
CRA, Inc., Alexandria, VA March 2009 – October 2009
Director, Finance
• Provided leadership & guidance on financial matters to the executive & operational management of a small government contractor specializing in Emergency Management Consulting for federal (DoD/Marine Corp & DHS/FEMA), state (Law Enforcement & NY/NJ Port Auth), local, and int’l clients.
• Management oversight of all corporate day to day accounting functions including labor timekeeping & domestic payroll, payables, & receivables for multiple locations. Payroll responsibilities include paying federal & state taxes and filing returns. Reviewed provisional indirect rate submission for DCAA and various schedules for external yearend audit.
• Responsible for financial reporting to the board of directors and the bank including analysis of operational trends vs. plan & monthly financial statements, the development of forecasts , and backlog & pipeline reporting to evaluate credit risk.
• Implementation leader of system to automate labor timekeeping & collection of employee expenses by running the pilot and served role of addressing user queries.
Unisys Corporation, Reston, VA 2006 – 2009
Senior Program Financial Manager
• Financial lead on a $20M/yr program installing the IT infrastructure for the 2010 Census requiring a Position of Public Trust security clearance and involving multiple funding types (CP Award Fee, FFP, & T&M), Earned Value Management (EVMS) reporting, Estimate at Complete (EAC), monthly forecasts, DCAA inquiries on accounting for contract change orders, interface with clients & external auditors evaluating program revenue, profit, & risk, and provide seasoned operational, compliance, & financial guidance to program leadership.
Northrop Grumman IT TASC, Chantilly, VA 1996 – 2006
Senior Compliance & Financial Analyst 2005 – 2006
• Analytical lead for compliance matters, including Sarbanes-Oxley Section 302 documentation, pertaining to the labor timekeeping function for a subsidiary generating $1 billion in annual revenue.
• Oversight of the post-entry cost correction process to facilitate cash flow and improve profitability.
• Official designee for help and resolution of financial reporting discrepancies.
Accounting Operations Manager 2004 - 2005
• Management responsibility of 12 staff distributed in two locations in support of the labor timekeeping, travel accounting, and accounts payable for a subsidiary generating $1 billion in annual revenue.
• Oversight of the post-entry cost correction process to facilitate cash flow and improve profitability.
• Coordination with Government Compliance organization to ensure that processes and transactions abide by government regulations and corporate policy.
• Member of team to implement the upgrade the Peoplesoft ERP by reviewing test sample data.
• Leading participant in internal audits in areas of functional responsibility to prepare for compliance certification under the Sarbanes-Oxley Section 302 documentation.
Senior Financial Analyst 1996 – 2003
• Responsible for forecasting, tracking, and analysis of monthly revenue, profit, and capital expenditures, along with weekly labor utilization and overhead expenditures vs. budget and vs. trend comparisons for an organization generating $300+ million in annual revenue comprising of programs of all funding types for government clients (DoD & NRO).
• Responsible for generating the monthly operating management financial package, and monthly flash reports & variance analyses and quarterly waterfall & upside/downside analyses for corporate review.
• Provide management with expert advice and interpretation regarding all financial operating trends and issues, including offering alternative solutions to business problems.
• Responsible for the consolidation of the annual plan including forecasts for revenue and profit coupled with the budget development for overhead, business development, R&D, and capital equipment. Validated the annual plan by ensuring the linkage to management’s strategic objectives and recent trends in the Operating Unit’s financial performance.
MITRE Corporation, McLean, VA 1994 – 1996
Budget Administrator
• Assisted in the development and presentation of overhead, business development, and capital budgets, utilizing trends and managerial input. Suggested areas to emphasize enabling a linkage to strategic objectives and enhancing the budget’s salability to management.
• Prepared monthly revenue and staffing projections incorporating trend data, contract backlog, new business opportunities, and managerial input for strategic planning and staffing decisions.
• Provided financial status reports for project expenditures and indirect costs which included budget vs. actual and vs. trend comparisons.
Science Applications International Corporation, McLean, VA 1988 – 1994
Operation Financial Analyst
• Prepared and analyzed monthly financial statements with post closing adjustments, for a segment generating $10 million in annual revenue. Presented the operating results to management forum and provided counseling as to how to enhance performance.
• Created annual financial operating plans for division managers.
• Furnished key financial inputs for a key proposal exceeding $100 million.
• Formulated an annual plan for a computer resource center with over a hundred PC workstations.
EDUCATION
The American University, Washington, DC
M. B. A. in Finance, GPA 3.67/4.0 1988
B. S. in Finance 1981
ACCREDITATION AND AWARDS
Association of Investment Management and Research 1991
Passed Level 1 Chartered Financial Analyst exam
Financial Management Association Honors Society 1987
The American University Chapter
SUMMARY OF QUALIFICATIONS
Software: Excel, Word, PowerPoint, Hyperion Pillar, Oracle Financial System, Peoplesoft, JAMIS, Deltek Costpoint & GCS Premier, Cognos, Impromtu, Deltek Time & Expense
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