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Summary

PROFILE

Well-rounded consultant who has served in multiple practice areas with experience in problem solving, achievement, and leadership. Professionally certified project manager/financial analyst with strategic, economic, operational, and information technology consulting experience.  Experienced in financial/business analysis, project management, and business development with CPCM, PMP and FLMI professional designations and Position of Public Trust (active) and Secret (inactive) security clearances.

Skills

Competencies

Project Management, Strategic Business Planning, Accounting, Operations, Marketing, Business Start-Up & Development, Contract & Healthcare Management, Earned Value Management (EVM), Financial Modeling & Analysis, Strategy, Operations, & Forecasting, Sensitivity & Analytical Analysis, Business Analysis & Valuation, Ratio & Cost Benefit Analysis, Leadership & Team Building, Recruiting, Networking & Partnering, Presentation & Communication, Volunteering & Fund Raising, Capability Maturity Model (CMM), MS Office (Excel) & SharePoint

Work experience

Sep 2015Present

Program Analyst VI–Sr. Project Manager-Business/Financial Analyst

CALIBRE Systems

Provided project management, financial/business analysis, and practice development for an employee-owned management consulting and information technology solutions company supporting government and industry - NOTE: CALIBRE purchased IMC in September 2015.

Accomplishments:

  • Lead consulting projects that focus on productivity, revenue generation, and business restructuring - Analytical manager with experience in operations, strategy, forecasting, accounting, sensitivity analysis, presentations, and healthcare
  • Obtained CPCM professional designation and received commendations for my management activities
  • Managed operational performance, budgeting, forecasting, cash flows, and return on investment
  • Provided contact management and lead several successful recompete efforts
  • Provided analytical support in operations, strategy, accounting, sensitivity analysis, and EVM analysis and reporting
  • Developed and implemented project plans to manage project scope, deliverables and costs
  • Supervised staff, conducted employee reviews, and established policies and procedures
  • Increased annual revenues from $250K to over $3M on current engagement and managed multiple projects
  • Reduced certification time by leading a project that became CMM certified in four months that is now CMMI ML2 certified
  • Recruited personnel for the organization
  • Mentored managers and conducted presentations to promote the organization
  • Involved in alumni groups, industry chapters, and professional affiliations
Mar 1997Sep 2015

Principal - Senior Project Manager - Business/Financial Analyst

Information Management Consultants

Provided project management, financial/business analysis, and practice development for the Health and Life Sciences sector of a mid-sized IT company.  Progressed from Staff Consultant to Principal and received commendations for my activities.  Clients that I have partnered with include the National Cancer Institute, US Food and Drug Administration, US Department of State, US Veteran Benefits Administration, US Department of Veteran Affairs, US Coast Guard, and the Consumer Electronic Association.  NOTE: CALIBRE purchased IMC in September 2015.

Accomplishments:

Client: National Cancer Institute / Division of Cancer Control Population Studies (NCI/DCCPS)

Period: 11/2000 – Present

Labor Category: Senior Project Manager

Accomplishments

  • Lead consulting projects that focus on productivity, revenue generation, and business restructuring - Analytical manager with experience in operations, strategy, forecasting, accounting, sensitivity analysis, presentations, and healthcare
    • Obtained PMP professional designation and received commendations for my management activities
    • Managed operational performance, budgeting, forecasting, cash flows, and return on investment
    • Provided analytical support in operations, strategy, accounting, sensitivity analysis, and EVM analysis and reporting
    • Developed and implemented project plans to manage project scope, deliverables and costs
    • Supervised staff, conducted employee reviews, and established policies and procedures
    • Mentored managers and conducted presentations to promote the organization
    • Won multiple proposal recompete efforts for my current contract and provided timely feedback for other engagements
    • Provided contact management and served as the NCI emergency response team floor coordinator
    • Increased annual revenues from $250K to over $3M on current engagement and managed multiple projects
    • Reduced certification time by leading a project that became CMM certified in four months that is now CMMI ML2 certified
    • Created corrective action plans to address NIH application security vulnerabilities

Client: IMC (Internal) – IMC Practice Area Development

Period: 3/1997 – Present

Labor Category: Indirect (Various Positions)

Accomplishments:

  • Internal practice area development – Health and Life Sciences (Healthcare) sector
    • Won multiple proposal recompete efforts for my current contract and provided timely feedback for other engagements
    • Recruited personnel for the organization (both on-site and college campus recruiting)
    • Mentored managers and conducted presentations to promote the organization
    • Involved in alumni groups, industry chapters, and professional affiliations
    • Clients that I have partnered with include the National Cancer Institute, US Food and Drug Administration, US Department of State, US Veteran Benefits Administration, US Department of Veteran Affairs, US Coast Guard, and the Consumer Electronic Association

Client: US Food and Drug Administration/Center of the Biologics Evaluation and Research (FDA)

Period: 5/2000 – 11/2000

Labor Category: Senior Business Analyst

Accomplishments:

  • Lead engagement team while Project Manager was on sabbatical
  • Provided project management and/or system support for each of the IMC created CBER systems
    • Provided project guidance on CMM related activities
    • Conducted interviews and core team meetings of cross-functional FDA staff
  • Trained in SQL, PL/SQL and Oracle Developer

Client: Consumer Electronic Association (CEA)

Period: 1/2000 – 4/2000

Labor Category: Senior System/Business Analyst

Accomplishments:

  • Recommended improvements for web site design and efficiency
  • Outlined the “as-is” and “to-be” business workflows associated with the CESWeb web site (CESWeb.org)
  • Identified the current Graphic User Interface, business, and database rules for the web site

Client: IMC (Internal Project) – Software Integration Solutions Practice Group (SISPG)

Period: 12/1999 – 1/2000

Labor Category: Indirect (Senior Consultant)

Accomplishments:

  • Gathered system requirements and facilitated meetings
  • Summarized feedback and provided PRTS development recommendations

Client: IMC (Internal Project) - Software Implementation Services Practice Area Development

Period: 10/1999 – Present

Labor Category: Indirect (Senior Consultant)

Accomplishments:

  • Trained in the CMM Based Appraisal for Internal Process Improvement to conduct internal CMM appraisals
  • Provided guidance and summary documentation for IMC project staff on CMM requirements
  • Prepared presentation materials and worked with the SCE assessors during the SCE appraisal

Client: IMC (Internal Project) - Software Implementation Services Practice Area Development

Period: 9/1999 – 10/1999

Labor Category: Indirect (Senior Consultant)

Accomplishments:

  • Worked with a small team to rapidly construct a proposal for the Veterans Benefit Administration (VBA)
  • Reviewed baseline documentation, summarized findings, and was lead presenter for the VBA evaluators

Client: IMC (Internal Project) - Software Implementation Services Practice Area Development

Period: 6/1999 – 5/2000

Labor Category: Indirect (Senior Consultant)

Accomplishments:

  • Coordinated IMC’s effort in securing a Quality Channel Partner agreement with Mercury Interactive.
  • Devised marketing materials to promote the practice area
  • Conducted presentation for senior level IMC and MIC staff to highlight future collaboration efforts

Client: US Department of State - Office of Recruitment, Examination, and Evaluation (DoS REE)

Period: 3/1999 – 7/1999

Labor Category: Senior Systems Analyst

Accomplishments:

  • Devised solutions for major business issues within the Office of the Registers within DoS REE
  • Facilitated core team meetings of cross-functional DoS staff
  • Developed project briefing, planning, and recommendation materials

Client: US Department of Veterans Affairs (VA)

Period: 1/1999 – 5/2000

Labor Category: Senior Systems Analyst

Accomplishments:

  • Provided project management support to the VA and Avue Technologies during the project
  • Provided functional testing assistance to the VA for an Avue Technology software product (Coho Casting)
  • Provided load-testing support to the VA during the load testing of Coho Casting

Client: US Coast Guard Personnel Command/Civilian Personnel Management Division (CGPC-cpm)

Period: 8/1998 – 3/2000

Labor Category: Senior System Analyst & Systems Analyst II

Accomplishments:

  • Developed project initiation material, including briefing and planning material
  • Conducted on-site functional and technical interviews at Coast Guard detachment sites
  • Analyzed solution configuration requirements and alternatives for implementation of Coho at the Coast Guard

Client: IMC (Internal Project) - Software Implementation Services Practice Area Development

Period: 7/1998 – 11/1999

Labor Category: Indirect (Consultant)

Accomplishments:

  • Devised marketing materials to promote the practice area
  • Attended various forums held by vendor and promoted strategic alliance
  • Collaborated with vendor on functional, technical, and staff development activities

Client: US Department of State - Office of Personnel (DoS PER)

Period: 7/1997 - 7/1998

Labor Category: Systems Analyst

Accomplishments:

  • Performed Coho planning for department-wide implementation
  • Implemented Coho at each of the 29 DoS bureau site locations and trained over 100 DoS employees
  • Received commendations from the Department of State for project work

Client: IMC (Internal Project) - Software Implementation Services Practice Area Development

Period: 3/1997 - 7/1997

Labor Category: Indirect (Staff Consultant)

Accomplishments:

  • Improved IMC’s ability to deliver an integrated business solution across a broad range of business domains
  • Provided recommendations for the IMC Business Solution Framework
Jul 1996Mar 1997

Management Consultant

Self-Employed (Sole Proprietor)

Operational consultant focused on productivity and profitability

Accomplishments:

  • Designed, installed, and implemented programs to improve productivity and profitability for small businesses
  • Completed the George S. May International Company consultant training program and served as a Staff Executive
Mar 1994Jul 1996

Business/Financial Analyst - Mergers & Acquisitions

OneMain Financial

Business/Financial analyst for a consumer finance company – trained in financial/business analysis and proficient in business valuation, risk management, and management reporting – NOTE: American General Finance changed name to Springleaf Financial Services in 2011 and Springleaf Financial Services changed name to OneMain Financial in 2016.

Accomplishments:

  • Obtained FLMI professional designations and received commendations for my business analyst activities
  • Analyzed the company’s performance and business opportunities
    • Analyzed operational performance of asset utilization, cash flows, market performance, return on investment, operating performance, liquidity, and solvency
    • Performed correlation/regression analyses in the design of relationship studies/forecasting models
    • Evaluated external acquisition opportunities and developed project plans to improve productivity and profitability
  • Developed solutions for complex unstructured problems and communicated results to all management levels
    • Created and implemented project plans to improve productivity and profitability
    • Summarized findings and presented recommendations to senior managers and associates
  • Performed internal division area development activities
    • Trained staff on financial statement analysis, model building, and periodic reports
    • Recruited personnel for the organization
    • Increased division efficiency and reduced analysis time through business analysis and spreadsheet optimization

Certifications

Mar 2016Present

Certified Professional Contracts Manager (CPCM)

National Contract Management Association (NCMA)

License 709067

A CPCM certification demonstrates that you have met NCMA’s highest standards for education, training, and experience, and have demonstrated your knowledge of the contract management competencies in the Contract Management Body of Knowledge. A CPCM shows that you are knowledgeable about all facets of contracts management, both within the government and the commercial arenas.

Feb 2004Present

Project Management Professional (PMP)

Project Management Institute (PMI)

License 182152

PMP is an internationally recognized professional designation offered by the PMI. As of March 2018, there are 833,025 active PMP certified individuals and 286 chartered chapters across 210 countries and territories worldwide.

May 1995Present

Fellow in Life Management Institute (FLMI)

Life Office Management Association (LOMA)

Professional management designation earned by passing 10 national examinations on life and health insurance subjects including insurance, finance, marketing, law, information systems, accounting, management, and employee benefits. Examinations and course materials are prepared and administered by the LOMA.

Education

Aug 1986May 1990

Bachelor of Science (BS), Finance, Minor: Economics

Penn State University

University Park, PA 16801

Interest

Interest - Team Activities, Endurance Events, Travel, Volunteering and Continuing Education

Networking – NCMA, PMI, LOMA, HIMSS, PSU Alumni, RMU Alumni

Charity Activities

Tough Mudder - Participant

Tough Mudder (Various Dates) – On-Going!

Completed fourteen (14) Tough Mudders to raise awareness/funds for the Wounded Warrior Project

2013 Marine Corps Marathon - Participant

Marine Corps Marathon (10/27/13) – FINISHED!

Wanted to thank everyone who contributed my sponsor charity (Wounded Warriors Family Support) – I finished the Marathon and reach my contribution goals

Summary

Secret

Department of State