CFO, CEO, Lecturer, Economist, Consultant

EXECUTIVE PROFILE

I am responsible for the economic strategy & financial stewardship of the organization I serve focusing on investments, capital and operating budgets, financial affairs and reporting. I have built local and multinational experience providing comprehensive Corporate Advisory helping both SME’s and Large Cap Organizations.

AREAS OF EXCELLENCE

- Senior Advisor to the Chairman of the US ETF - Creative leading Economist - Seasoned FP&A Directorship - Proven Track of Leadership & Results - Expert in Finance Transformation & Integration - Public / Private Org. Settings - Meticulous and on Point Lead Project Director - Manage budgets exceeding $1B CORE ACCOMPLISHMENTS • Structured the internal credit rating system for FINCA, • Formulated, managed, and successfully executed: - Tactics in regulatory finance to support a second core business for PepsiCo and PepsiCo Int., - An International Investment Group’s finance function, - A global bank’s face lift and financial reporting restructuring. • Built the eight-step value chain methodology for Emerson LP, • Coach & Trainer (State Department) in North America & Europe on: - Strategy Development & Negotiation - Competitive Intelligence for Strategic Decision Making - Financial Markets & Institutions - CFO capacity building

PROFESSIONAL EXPERIENCE

CEO JAN. 2020 – PRESENT - The U.S. Economic Transition Foundation (Germantown – MD)

CFO - Finance Executive JAN. 2019 – PRESENT Robert Half (Lanham – MD)

Clients: WR Grace / Chevron / ART / Hargrove • Lead the complete cycle of the finance function. • Formulate a customized and complete Finance SOPs Manual. • Direct the capital (equity and debt) functions of the Company including active participation in fund equity raises. • Steer SAP/Sales Force/ Internal Systems adoption and initiatives across Industrial Finance to enhance processes. • Propose, Create and apply process Improvement measures through working with business teams to drive PI and improve financial results and forecasts / actual consolidation efficiency. • Improve relationships and add value to the product management organization through Global Product Portfolio support, product line reporting, E&O support and SKU rationalization. • Propose margin improvements focused around implementing central learnings / develop specific plans where required across Business Unit’s/Product Line’s. • Develop a complete Process Documentation and Mapping Manual reflective of the Finance Organization. • Conduct complex reconciliations for substantial aging A/R accounts.

Head | Financial Planning & Analysis On-site OCT. 2017 – OCT. 2018

CareFirst Blue Cross Blue Shield (Owings Mills – MD) Remote OCT. 2018 – JAN. 2019

• Coordinate and lead preparation of results of baseline and stressed financial models interfacing with other functions. • Provide for the timely preparation, interpretation and analysis of model outcome and other related financial. Information. • Preparation or lead preparation of documentation supporting key judgements in financial forecasts. • Ensure effective and full integration with annual budgeting requirements. • Help ensure compliance with Company policies and Regulatory bodies.

Senior Manager – Corporate Finance FP&A JAN. 2017 – OCT. 2017 GENBAND (Plano – TX) – Company acquired by Sonos to become Ribon in Oct.17

• Prepare and coordinate the annual corporate budget process including quarterly reforecasts and budget variance reporting by orchestrating financial planning and reporting requirements across all business units. • Budget and manage $450M; utilize Oracle Hyperion Essbase for data retrieval and ad-hoc analysis through uploaded and updated adjustments and forecasts. • Budget and plan BS P&L and CF. • Formalize and streamline efficiency and effectiveness of the financial planning, budgeting, and forecasting function, and drive headcount/resource planning and cost saving initiatives. • Work closely with the senior management team on strategic operating issues, long-term strategies and profit goals through the development and implementation of financial and strategic planning. • Model dynamic pricing financial analysis and volume rate analysis for contract negotiations and product investment decisions. • Lead financial and operational results versus forecast and plan analysis, investigate significant variances and communicate findings to senior management team via financial flash, monthly reports, scorecards and various ad-hoc financial analyses; enhanced accuracy and timeliness by 35%. • Develop and maintain Planning Models to provide executive decision-making support focused on the Company profitability goals and strategy; reduce forecast and actual data load process preparation time by 30%. • Prepare quarterly financial outlook based on extensive experience in the areas of budgeting, forecasting and longrange planning for Business Operations; expand visibility by 25%. • Prepare CFO’s periodic financial presentations to Board of Directors. • Prepare financial and operational metrics and ensure consistency of data throughout the presentation; improved operational efficiency of finance systems by 10%. • CAPEX Controllership and approval owner.

Director – Transaction Advisory Services APR.2015 – JAN. 2017

MOORE STEPHENS

• Perform interim Finance Manager role for numerous clients • Restructure and establish Finance departments for clients. • Lead and manage multiple challenging M&A engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. • Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations. • Utilize proven business development skills to build upon transaction advisory services work. • Identify business opportunities and enhance go- to market strategies Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff. • Lead and manage multiple and challenging Transaction Advisory Services engagements (financial due diligence). • Demonstrate an understanding of transaction advisory knowledge to client situations Achieve success in client service delivery: develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations. • Use proven business development skills to build upon transaction advisory services work. • Identify business opportunities and enhancing the go- to market strategies. • Commercial due diligence on Financial Sponsor/Private Equity transactions, including internal analysis of target company strategy, operations, financials. • Independent research and commercial advisory support on IPO and capital markets offerings. • In-portfolio management and opportunity. • Investment idea generation, thesis validation and transactional analysis for investment management.

Finance Director OCT. 2004 – APRIL 2015

EMERSON LP (BOSTON USA / LONDON UK)

• Oversee cash flow planning and ensure availability of funds as needed. • Oversee cash, investment, and asset management. • Oversee financing strategies and activities, as well as banking relationships. • Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans. • Planning, Policy, and Investor Relations • Coordinate the development and monitoring of budgets. • Develop financial business plans and forecasts. • Participate in corporate policy development as a member of the senior management team. • Engage the finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections. • Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc. • Remain up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations. • Accounting and Administration • Ensure maintenance of appropriate internal controls and financial procedures. • Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and Nonprofit’s board of directors. • Coordinate audits and proper filing. • Ensure legal and regulatory compliance regarding all financial functions.

Finance Manager JUN.2003 – OCT. 2004

PEPSICO. INTL. (NEW YORK)

• Coordinated the development of MU capital and operating budget and financial targets. • Facilitated the development of an effective business strategy by: • Developing economics to understand core business performance. • Leading the financial and operational assessment of strategic options. • Reviewed current progress towards achievement of planned targets and support the development of contingency plans and corrective actions. • Developed the three C’s (Competitive P&L, Customer, and Channel profitability, and sensitivity models) • Coordinated local capital expenditure evaluation process. Finance analytical leadership and support: • Built proforma P&L, and Balance Sheet as the first step in forecasting and planning. • P&L Management. • Cash flow management. • CAPEX recommendation/management. • Financial reporting and analysis- accuracy, timeliness, quality, thoroughness. • Built and reported a monthly set of Key Performance Indicators to Dubai, New York. Coaching: • Built capability in Planning staff, and Finance team. • Conveyed and enhance Finance Team’s Total System Economics’ understanding. Senior Financial Analyst 2001 – 2003 FIDELITY INVESTMENTS (BOSTON, MA) PROVIDED INTERACTIVE ANALYSIS TO A NUMBER OF PERFORMING FUNDS • Developed Excel models to prepare daily, weekly and monthly financial reporting and forecasting. • Prepared specific portfolio cash flow analysis on a weekly / monthly basis. • Created development programs to increase profitability as part of proforma analysis. • Prepared Access based macro models to determine pricing & profit plans of new portfolios. • Extracted, compiled, and forecasted financial data to create ad hoc management reports.

EDUCATION & CREDENTIALS

M.S., FINANCE BOSTON UNIVERSITY, 2003 BOSTON, MA. U.S.A.

CERTIFICATE, FINANCIAL MARKETS & INSTITUTIONS BOSTON UNIVERSITY, 2002 BOSTON, MA. U.S.A.

B.S., FINANCE - ECONOMICS UNIVERSITY OF MASSACHUSETTS, 2000 BOSTON, MA. U.S.A.

CFMIA CERTIFIED FINANCIAL MARKETS & INSTITUTIONS ANALYST 2002 BOSTON, MA. U.S.A.