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OVERVIEW: PROJECT MANAGER, SENIOR BUSINESS AND SYSTEMS ANALYST

Skill Set 1: Senior consultant and project manager team lead for complex financial operations and full BPR/ SDLC IT analysis and implementation projects.  Extensive experience working directly for “C grade” officers of global institutions.  Mission focused with ability to reconcile institutional bottlenecks to achieve performance evolution. Experienced leading high profile very large scale JAD/JRP sessions, with a focus on building consensus from multiple stakeholders.  Experience supporting client teams’ analysis, design, implementation, and testing of financial and logistics software systems that automate business functions and financial reporting.  Superior communications training with specific skills in small through large group facilitation.

Skill Set 2: Financial analyst experienced with managerial cost accounting analysis, developing ERP financial control systems, and OLAP reporting.  Innovator, with proven experience in financial analysis and auditing.  Offer in-depth understanding of financial metrics driving operational departments with a focus on efficiency and compliance for large global institutions and processes. Advanced skills in Corporate Performance Metrics (CPM), Business Process Management (BPM), operations analysis, benchmarking, multidimensional database design, P&L management, and executive information system (EIS)/Excel based dashboard design.  Able to apply advanced methods for financials/project revenue and cost forecasting yielding superior decision support results to mitigate risk developing both business and IT systems.  Have delivered million dollar IT based increases in revenue and/or reductions in cost resulting in extensive increases in profitability for both employers and clients from financial spreadsheet driven case studies.

Skill Set 3: Business analyst and strategic management consulting professional successful in developing needs assessments and recommendations for upgrading advanced business and government financial systems and operational methodologies to optimize enterprise performance.  Offer BPR analysis skill sets supporting IT analysis with experience in optimizing financially driven performance in multiple global scale corporate and government IT scenarios.  Offer best practices experience as a developer in both full SDLC ERP financials implementation and OLAP.  Deliverables include case study driven full service requirements gathering, process design, group review, implementation, testing, and administration.  Extensive experience with business user needs assessments, operational mapping, and business system enterprise architecture design and optimization.  Experienced with best practices full service system documentation.

PROFESSIONAL SUMMARY

* WMC Enterprises, LLC: Owner, Business Intelligence Services, 10/01-Present

* Tantus Technologies/ WMATA: Project Consultant (Contractor); 10/11- 12/11

* Tantus Technologies/ A Government Agency: Policy and Workflow Lead (Contractor) 1/11-10/11

* Comsys/Pinellas County Utilities BSD: Senior Process Flow Business Analyst (Contractor) 11/09-2/10

* Sogeti/Ernst and Young at Coca Cola Enterprises: Senior Business Analyst (Contractor) 1/09 – 4/09

* TekSystems/Hawaiian Airlines: Senior Financial Analyst/PM (Contractor) 8/07-1/08

* Meridian/Washington Mutual: Senior Business Intelligence Analyst (Contractor) 5/07-6/07

* TSA/Wackenhut: PM/Lead Analyst (Contractor) 11/06 – 2/07

* CNI-DOE/GSA: Consulting Team Lead (Contractor) 3/06 – 9/06

* Bartech Group-Florida Power and Light: Financial Analyst (Contractor) 3/05-9/05

* LMI(EA Group)-GSA(OCIO-FSS): Senior Business Intelligence Analyst (Contractor), 9/03-5/04

* LMI-HHS (EA Group): IT Auditor (Contractor), 2/04

* LMI-NASA: Systems Engineer OLAP application developer (Contractor), 12/04

* ICH-GSA(OCFO-GSA): Senior Financial Systems Analyst (Contractor), 10/02-5/03

* NRI-Northrop Grumman: Senior Financial Systems Analyst (Contractor); 5/02-8/02

* On Target Tech: Principal Consultant; 10/00-9/01

* Information Management Consultants: Financial Services and Corporate Finance SME; 6/98-10/00

* Retail Securities Broker Dealer Positions: Entry Level Broker to Vice President of Investments; 9/90-8/96

GOVERNMENT AND FORTUNE 1000 CLIENT PROJECT EXPOSURE

Washington Metro Area Transit Authority (WMATA), Federal Aviation Administration (FAA), Pinellas County Utilities, Coca Cola Enterprises, Hawaiian Airlines, Washington Mutual, Wackenhut World Services Inc., US Department of Energy (DOE), Florida Power and Light, US Department Health and Human Services (HHS), NASA, General Services Administration (GSA): Office of the CIO, Federal Supply Service (FSS) and Office of the CFO (OCFO), Northrop Grumman IT Headquarters (NGIT_HQ), American Home Products, Cingular Wireless, Delta Airlines, Citizens Bank, Frost Bank, Crestar Bank, Bombardier International, L.L Bean, Government Development Bank of Puerto Rico, Franklin Templeton Group

MANAGEMENT AND CONSULTING EXPERIENCE DETAIL

Employer: WMC Enterprises, LLC (Alexandria, VA) Oct. 2001 - Present

Position: Owner / Director

(Financial Modeling, Services Marketing, Web Site Development, LAN Development, Entrepreneurship)

Accomplishments:

*Founded in October 2001, WMC Enterprises, LLC is my self employed consulting company

*WMCE uses major posting boards nationwide to attract employers seeking specialized skill sets and builds Corp to Corp business functional consulting relationships with those institutions

*WMC Enterprises, LLC is fully licensed and carries two million dollars worth of general liability business insurance

*WMC Enterprises, LLC is registered with both Dunn and Bradstreet and the United States Government’s Contractor Registration System (CRS)

*WMCE has developed, managed, and maintained our own internal corporate website for nine years

Employer: WMC Enterprises, LLC (Alexandria, VA)

Position: Project Consultant (Subcontractor), 10/11-3/11

Client: Tantus Technologies/ Washington Metro Area Transit Authority (WMATA)

(Project management, elicitation, team leadership, business rule analysis, IT product research, and technical writing)

Accomplishments:

* Developed project plan for CMS research, RFP development, and vendor selection

* Developed project charter, defined project time line, presented project outline to WMATA executive staff

* Developed and conducted staff interviews to elicit needs list for Contract Management System (CMS)

* Developed the Requirements Traceability Matrix (RTM), developed CMS to PeopleSoft ERP EA diagram

* Defined technical performance standards for CMS in RTM

* Guided program manager on project approach and methodology and conducted CMS vendor research

Employer: WMC Enterprises, LLC (Alexandria, VA)

Position: Policy and Workflow Lead Analyst (Subcontractor), 1/11-10/11

Client: Tantus Technologies/ A Federal Agency

(BPR and BPM with extensive Visio process modeling, SOP development, team leadership for consensus building and sign off, reporting QA, security system ETL, metrics and business rule analysis, SDLC analysis, and technical writing)

Accomplishments:

* Created program policy with supporting MS Visio workflows, metrics, business rules, and complete documentation

* Applied SDLC top down analysis to team process flows organizing program structure to federal standards

* Trained project staff on the GE ICOM process modeling method, and conducted multiple modeling workshops

* Elicited and applied business rules and metrics to comprehensive project technical and functional process flows

* Leveraged internal team process flow performance success to gain approval to develop agency staff system SOPs

* Consulted with program manager and team leads to optimize process flow structures for faster performance times

* Advised on adding embedded logic and conditional formatting to Excel based reports to standardize accuracy

* Wrote core OPAs including business rule, metric, process flow, and lessons learned documents to CMMI level 3

* Conducted ETL to support technical team upgrading scan results data by eliminating false positive results

* Worked with program lead technical personnel to design Emergency Response Team technical SOPs

* Developed security scan method and service offering whitepapers for the Data Loss Prevention System (DLPS)

* Advised on, developed and applied data audit process methodology to ensure scan production targets were met

* Derived future state driven GAP analysis with SWOT overlay to address actively tracked program risk factors

* Wrote the Concept of Operations core document for an agency wide large scale security system initiative

Employer: WMC Enterprises, LLC (St. Petersburg, FL)

Position: Senior Process Flow Business Analyst (Subcontractor)

Client: Comsys/ Pinellas County Utilities Business Support Division (Clearwater, FL) Nov. 2009 – Feb. 2010

(BPR and BPM with extensive Visio process modeling, SOP development, team leadership for consensus building and sign off, and project management SOP development)

Accomplishments:

* Reviewed and upgraded previous consultants’ business process flow charts to meet client expectations

* Trained client on the GE ICOM process modeling method, redesigned client Process Flow SOP to ICOM standard

* Designed Hyperion Essbase database outline that would facilitate BPM for process flows

* Developed on the fly process models for field utility functions and developed swim lane flows with metrics

* Trained division manager on application of process metrics using Visio based process flow models as templates

* Developed SOP for utilizing simple to intermediate project management function with MS Project 2003

* Advised client on project management methods in evolving a stovepipe organization into a matrix organization

* Trained team to utilize SOPs and redirected gatekeepers to mitigate internal conflicts

* Researched and derived strategy to fit process flow analysis to meet CMM level III and ISO 14001 standards

* Advised client on internal web site content and suggested posting ideas

Employer: WMC Enterprises, LLC (St. Petersburg, FL)

Position: Senior Business Analyst (Subcontractor)

Client: Sogeti/Ernst and Young at Coca Cola Enterprises (Brandon, FL)  Jan. 2009 – Apr. 2009

(BPR with extensive Visio process modeling.  Team leadership for consensus building and sign off.)

Accomplishments:

*Completed a top to bottom process flow set outlining Client’s collections process utilizing client SME support

*Received signoff on process flows developed and upgraded previous two contractors’ products that were failures

*Determined appropriate best practices method to link legacy process designs and documents to new ones

*Taught multiple new users the ICOM (GE method) of process flow design

*Resulting training documentation supported CMM level 3 performance achievement in CapGemini offices

*Derived and wrote the core “Design Strategic Document” using process flows and received client signoff

*Applied WMC Enterprises best practices methods to effectively turn project around and allowed it to be brought to timely completion, two weeks ahead of schedule

Employer: WMC Enterprises, LLC (Vero Beach, FL)

Position: Senior Financial Analyst/PM (Subcontractor)

Client: TekSystems/Hawaiian Airlines, Inc. (Honolulu, HI) Aug. 2007 – Jan. 2008

(OLAP Financial System Analysis, Future State and GAP Analysis, Joint Applications Design (JAD), Project Management, Process Design)

Accomplishments:

*Redesigned client PMO project control metrics system and project ROI models, including budget to actual variance analysis results

*Developed Conference Room Pilot (CRP) project control reporting outline in Essbase 6.5.3

*Conducted advanced ROI analysis for multiple projects with both buy side and sell side pricing variables, yielding leverage in vendor negotiations, and saving the client ~$15,000,000 in variable and mixed costs

*Advised CIO on project pricing option ROI for negotiation on institutional e-service investment

*Advised Director of PMO on developing a core intelligence system to support analysis for the enterprise

*Designed and taught PMO and Executive ROI training classes

*Evaluated investments in 6 major projects with clear cut decision support outcomes

* Evaluated e-commerce risks associated with credit card fraud for corporate website, evaluated security of credit card services vendors, and recommended loss mitigation standards including loss tolerances

Employer: WMC Enterprises, LLC (Vero Beach, FL)

Position: Senior Business Intelligence Analyst (Subcontractor)

Client: Meridian/Washington Mutual (Seattle, WA) May 2007 – June 2007

(Essbase Financial System Analysis, Future state and GAP Analysis, Joint Applications Design (JAD))

Accomplishments:

* Supported analysis team for intelligence system analysis

* Supported technical writing effort for current state evaluation

* Led interaction with client’s technical Essbase team

* Developed recommendations to remedy current state problems with transfer pricing ops performance

Employer: WMC Enterprises, LLC (Vero Beach, FL)

Position: Project Manager/ Lead Business Analyst (Subcontractor)

Client: TSA/Wackenhut (West Palm Beach, FL) Dec. 2006 – Feb. 2007

(Contract Management Systems (CMS) Analysis, Joint Applications Design (JAD), RFI and RFP process)

Accomplishments:

* Lead contracting division team in JAD session for CMS needs assessment

* Researched multiple CMS providers and contacting those fitting government services model

* Derived RFI from JAD needs assessment and got substantial vendor participation in responding

* Derived RFI validation model to determine RFI effectiveness versus Vendor demos

* Designed RFP and demo outline for select vendors chosen to participate

Employer: CNI/Federal Systems Integration Office (Washington, DC)

Position: Lead BPR Consultant/BPR Subject Matter Expert (Contract Employee)

Client: Department of Energy and the General Services Administration, Mar. 2006 – Sep. 2006

(Financial Systems Analysis, Enterprise Architecture Design, BPR, BPS, BPM, Training Development)

Accomplishments:

* Lead teams of Federal Government accountants through process redesign effort for Payments and Receipts accounting functions for the entire civilian US Government ($1.6 Trillion annually)

* Recruited, trained and lead the CNI team throughout the project on all technical processes

* Interacted with and lead senior client representatives, including SES members, from GSA, OMB, and the participating 24 federal agencies to develop strategic approach, consistent message, and tactical program to gather information

* Researched Core Component Technology Specification (CCTS) and UBL version 1.0, 1.4, and 2.0 methods and applied it to process flows, business objects, business rules, and attributes

* Conducted BPR, BPS, and BPM analysis elements of each multi-agency review session

* Reviewed and upgraded CPM for accounts payable metrics for performance metrics project segment per the CFO act of 1990

* Presented findings to client PMO for review and presentation to the United States Congress and the Executive Office of the President of the United States

Employer: The Bartech Group (West Palm Beach, FL) Mar. 2005 – Sep. 2005

Position: Financial Analyst (Contract Employee)

Client: Florida Power and Light Nuclear Division, Port St. Lucie, FL

(Financial Analysis, Activities Based Costing, BPS, BPM, Database Development, Database Query)

Accomplishments:

* Conducted SAP based forensic audit of hurricane related expenses to make case for insurance reimbursement

* Conducted project audit to derive non-storm related expenses using FPL proprietary project database

* Researched and developed indirect labor overhead allocation rates for all hurricane projects

* Developed proprietary MS Access database for comprehensive report production with automated allocation of indirect overhead to over 1000 storm related projects

* Wrote needs assessment case for the reconciliation process in executive summary format

* Documented process in Visio to CMM Level 2 for BPS and BPM requirements

* Client realized a 95%+ success rate supporting recovery in excess of $30 million

* Provided feedback and client direction on improving work flow for the division AP function in light of current imaging and workflow system capabilities

Employer: WMC Enterprises, LLC (Saint Petersburg, FL)

Position: Senior Business Intelligence Analyst / Consulting Lead Sub-Contractor

Client: LMI (Washington, DC), Sep. 2003-May 2004

Projects: LMI-FSS/LMI-HHS/LMI-NASA

(Strategic Analysis, Financial Systems gap analysis, BPM, BPR, BPS)

Accomplishments:

*(FSS) Utilized standard value chain driven analysis to help client determine optimized enterprise architecture strategic initiatives

*(FSS) Trained and oversaw application of LMI-EA team on multidimensional analysis method

*(FSS) Supported senior management in developing and utilizing an open workshop methodology, with up to 80 participants, to conduct strategic review and drive new initiative development

*(FSS) Developed and maintained program outline for team members to build on and enhance

*(FSS) Briefed CIO and demonstrated comparative private market vendors (EBAY.com and Amazon.com) online systems for reporting and feedback capabilities

*(FSS, HHS) Interviewed multiple senior federal government systems staff and client users to create IT SWOT analysis and derive performance enhancement recommendations

*(NASA) Developed proposal for US Air Grid management suit of tools including Hyperion Essbase, MS Project, and System Architect that would automate project control functions for Air Grid enhancements nation wide

Employer: WMC Enterprises, LLC (Saint Petersburg, FL)

Position: Senior Financial Systems Analyst Sub-Contractor

Client: ICH-GSA (Washington, DC), October 2002-May 2003.

Projects: ICH-GSA (Office of the CFO (OCFO)-GSA) Finance Modernization Project

(Strategic Analysis, Financial Systems gap analysis, BPR, BPS, BPM)

Accomplishments:

*Developed financial systems architecture to support internal analysis and optimize enterprise value stream with a focus on accounts payable processes

*Applied compliance mapping for JFMIP and the CFO Act of 1990 to validate that processes reengineered were transparent, consistent, and validated at the strategic, operational, and infrastructure levels of the entity

*Developed ideal architecture ERP model for activities based costing module rolling up to a general ledger module and reporting with an OLAP model

*Evaluated current system architecture with Cap Gemini/ Ernst and Young Transformation Best Practices model in light of division and enterprise strategic performance goals

*Developed outline for appropriate rationalization and integration of legacy systems with Best Practices ERP, Activities Based Management, and OLAP reporting systems

*Wrote majority of reports with extensive grid mapping from strategic level compliance goals to infrastructure development initiatives

*Developed and presented the Strategic Reporting Maturity Model (SRMM) at the Washington DC based Secure E-Biz conference with PowerPoint and accompanying whitepaper

*Supported GSA CFO in ICH Arch-Analysis in compliance with JFMIP standards

*Project resulted in award of the Bush Administration’s “Green Light” status for GSA Office of the CFO

Employer: Employer: WMC Enterprises, LLC (Saint Petersburg, FL) Oct. 2001 - Present

Position: Senior Financial System Analyst Contractor

Client: NRI-Northrop Grumman (Herndon, VA) May 2002 to August 2002.

Projects: Northrop Grumman IT Headquarters Unit, Herndon, VA

(Lawson Activities Based Costing, Training, FAR business system user support)

Accomplishments:

*Utilized FAR government accounting standards to setup, test, and process activities based costing system

*Developed comprehensive testing scripts for functional users to test phase two conversion data and interfaces

*Developed comprehensive upgrades to documentation and recommended add-on reporting functions to senior management

*Developed training material and recommended functional training improvements

*Supported ongoing system development for Lawson Government Activities (AC) and Accounts Receivable (AR) applications version 8.X series

*Supported senior business users in resolving contract setup problems resulting from conversion or end user error for phase two of the project

*Reviewed activities system structure for future Essbase implementation with senior management

Employer: On Target Tech (Bryn Mawr, PA), Oct 2000 to Oct 2001

Internal Projects:

Position: Principal Consultant

(Financial Modeling, Cost Control, Cash Flow Analysis, 401k Analysis, Essbase Development)

Accomplishments:

* Conducted company financial modeling and cash flow analysis for strategic development plan

* Developed fiscal year 2001 proforma financial models to validate and outline profitability targets

* Conducted 401k plan reviews for compliance standards and optimal portfolio performance

* Counseled firm owner on cash flow controls and payroll development

* Maintained a 90+% utilization rate as senior business systems analyst and developer consultant for Essbase implementations

* Developed target market strategy for financial database solutions service and recommended move to focus on ECRM

External Projects:

Client: American Home Products, Animal Pharmaceuticals Div. (Kansas City, MI) Jul. – Oct. 2001

Position: Consultant, Functional Design Team Lead and Technical Developer

(Client Management, Essbase Development, IT/Financial Analysis, Marketing Metrics Analysis)

Accomplishments:

*Led multiple director and business analyst focus groups to determine exact needs for database functionality appropriate to client marketing and financial analysis requirements

*Developed Hyperion Essbase database for marketing, budgeting, supply chain, and financial analysis of approximately 10,000 products with ten base dimensional views and nine attribute dimension views

*Trained client to be self-sufficient administrators

*Trained senior financial analysts in use of Excel front end database query method

*Trained the assistant controller on data conversion methodology and database administration

*Converted 72 months of financial back files and led testing and validation team through the system testing process

*Documented the system architecture for the assistant CFO and supported

Client: Cingular Wireless (Atlanta, GA) May – Jul. 2001

Position: Consultant, Senior Cost Analyst and Essbase Developer

(Essbase Development, IT/Cost Accounting Analysis, Metrics Analysis)

Accomplishments:

*Developed combined Essbase cost and cell phone acquisition multidimensional database for optimized calculations of Oracle ERP data

*Used advanced calc script and load rule functions to simplify data load requirements

*Loaded and tested database

*Directed client DBAs in garnering key business user data for lock and send functions to develop cube performance across both existing and combined models

Client: Delta Airlines World Headquarters (Atlanta, GA) Oct. 2000 - Apr. 2001

Position: Consultant, Senior Business Analyst and Assistant Hyperion Essbase Administrator/Developer

(Essbase Development, Financial Reporting, Strategy)

Accomplishments:

*Developed Essbase OLAP analytical enhancements including calc-scripts, alternative hierarchies, Ess-Command scripts and performance related optimizations

*Managed complex ERP system to Essbase database system, which was updated on a daily basis with over 1,000 end users fed from four different databases, including SAP

*Interfaced with senior level financial analysts at client site to resolve complex Essbase financial calculation issues

Employer: Information Management Consultants (IMC), Inc. (McLean, VA) Jul 1998 to Oct 2000

IMC Internal Projects:

Position: Financial Services and Corporate Finance Subject Matter Expert (SME)

(Forecasting, Financial Reporting, Budgeting, Strategy)

Accomplishments:

* Tracked and projected revenues and costs for the Commercial Solutions Division of IMC

* Utilized univariate regression model to accurately forecast month over month profitability with a 93% R2 result

* Developed the financial, operational, and strategic elements of the Commercial Solutions Division's three-year business plan

* Based on plan research, developed the Commercial Solutions Division Executive Information System (EIS) to help senior managers determine the most profitable way of directing both internal and market development

* Conducted division revenue recognition using percentage of completion methodology

* Developed division interactive Excel based FY1999 and FY2000 budgets

*Valued company for sale to prospective buyers on behalf of CFO, and acted as special assistant to the CFO for spreadsheet analysis

*Developed the comprehensive strategic plan for newly founded Management Consulting Group

*Made recommendation to increase pricing based on FY 1999 industry wide demand curve outward shift at IMC resulted in a 25% increase in commercial division net profit for the year following implementation

*Acted as primary liaison and financial services subject matter expert (SME) to client senior financial services managers

*Developed interactive cost benefit analysis tool as a standard part of imaging and workflow systems implementation analysis for IMC

*Supported sales and marketing team in presenting value of systems to clients

*Valued and presented the results of multiple cost benefit analysis to help clients in their systems implementation decision making process

*Developed IT financial training course to teach account managers to use the new VBA GUI version of the IMC Interactive ROI model

IMC External Projects:

Client: The Government Development Bank of Puerto Rico (San Juan, PR)

Position: Lawson Financials Functional ERP Team Lead

(Financial Accounting, Financial Reporting, Strategy, IT Development, Functional IT Training, BPR, BPM)

Accomplishments:

*Trained client training staff in both accounts payable and asset management processes

*Supported client accounting team in auditing back file conversions

*Loaded cleansed data in an Oracle 8.X environment with Unix command functions for 3,000,000 accounting entries

*Utilized UNIX based GUI functions to debug AP check processing errors

*Developed proprietary process end user menu GUIs and developed and assisted in implementing security

*Developed comprehensive finance and accounting reports for client's General Ledger and daily funds tracking

*Developed Lawson budgets applied to average daily balance computations

*Developed, tested and trained client users in AP and AM applications

*Led client team in developing functional budget requirements

*Documented AP and AM modules with team to CMM level 2

Client: Citizen's Bank (Providence, RI)

Position: Project Manager/ Senior Financial Analyst

(CAPM Valuation, BPR and BPM Financial Analysis, IT Strategy Development)

Accomplishments:

*Undertook initial needs assessment and developed a comprehensive feasibility study for prospective imaging and workflow system

*Developed system load models based on prospective client growth, bandwidth, and hardware capacity

*Utilized the IMC ROI model to validate the estimated $2,000,000 investment in the system, and presented the findings to the CIO of Citizen’s Bank

*Promoted to project manager during the software selection process, and oversaw RFI development

*Helped client to make critical change management decisions to optimize performance regardless of which vendor was selected to supply the imaging software

*IMC was selected as the vendor of choice for implementation services as a result of the project's performance

Client: Frost Bank (San Antonio, TX)

Position: Senior Business and Financial Analyst

(E-Solutions and Imaging Vendor Selection, CAPM Valuation, BPR and BPM Analysis, Strategy)

Accomplishments:

*Used the IMC Cost Benefit Analysis model to develop a comprehensive valuation for a proposed $3.1 million imaging and workflow system implementation for the client

*The model utilized multiple cash flow valuation metrics to determine a departmentally based estimate of system value and an enterprise wide valuation across all four departments in question

*Developed a standardized quantitative analysis method for determining best front-end loan processing system provider among multiple vendors for three key levels of client business

*Advised the Vice President in charge of lending on multiple risks of implementing web enabled beta version software, and helped advise the client on multi-tier implementation approach across multiple vendors

Client: Egreen.com (McLean, VA)

Position: Senior Financial Analyst

(Proforma Financial Statement Development, Market Valuation)

Accomplishments:

*Developed comprehensive proforma financial statements to support a private placement of shares and develop a full view of financial expectations for the company's founders and private investors

*Warned on cash flow risk due to limited and overly positive information from company founders

* Developed proforma balance sheet, income statement, and statement of cash flows numbers over a three-year period

*Projected potential market capitalization based on Initial Public Offering market trends for B to B Internet models

Client: Arter and Hadden Law Associates (Washington, DC)

Position: Senior Financial Analyst

(Statistical Analysis)

Accomplishments:

*Gathered sample data sets of Y2K related IT industry-focused articles to support client legal argument that systems implementers were liable for failing to recommend Y2K certified software to clients

*Interpreted sample sets and derived specific probabilities of randomly encountering a Y2K based article before and after specific time frames

*Compared relative probabilities from time periods to demonstrate the geometric progression of industry focus on the Y2K problem

*Used Excel based quantitative and graphical representation to support client presentation requirements

Client: Crestar Bank (Richmond, VA)

Position: Senior Financial Analyst

(CAPM Valuation, BPR and BPM analysis)

Accomplishments:

*Interviewed client analysts and bank officers to gain estimate of improved workflow to value proposed system cost savings

*Used MACRS to value the depreciation tax shield from writing off system costs, thus raising valuation accuracy above industry practice

*Provided an accurate model of how much the Net Present Value of Cash Flows (NPV) exceeded the required cash flow based on client's Weighted Average Cost of Capital (WACC) and IRR exceeded the targeted hurdle rate

*The results supported the decision to implement an imaging and workflow system

Client: Bombardier International (Jacksonville, FL)

Position: Senior Financial Analyst/ Risk Manager

(BPR and BPM Analysis, Risk Management, CAPM Valuation)

Accomplishments:

*Supported senior sales staff by conducting line manager interviews to evaluate risk of loss from catastrophic event impacting paper intensive loan processing

*Used expected value analysis to value avoided loss of negative cash flows based on industry standard metrics

*Determined breakeven investment point, and valued actual bid price to avoided expected value of negative cash flows to create an estimated IRR

Client: Franklin Templeton Mutual Fund Group (San Francisco, CA)

Position: Senior Business Analyst

(BPR and BPM Analysis, Strategic Analysis)

Accomplishments:

*Supported senior sales staff by conducting operational walk through reviews to find paper flow “log jams”

*Determined likely scope and cost of implementing additional imaging and workflow systems

*Interviewed line and senior managers to determine system operational needs

*Developed operational recommendations for proposals

*Supported sales team in evaluating client strategic focus resulting in a comprehensive report

Client: Blue Horseshoe Trading Company (McLean, VA)

Position: Senior Business Analyst

(Strategic, Pricing, and Compliance Analysis)

Accomplishments:

*Extensively analyzed web site features to determine value added functions for stock and option traders

*Examined site for adherence to all NASD and SEC compliance regulations

*Created a metric standard for the major features and benefits of the site as compared with the industry benchmark E-Trade

*Submitted fully documented report to the President of Information Management Consultants and the President of Blue Horse Shoe Trading

Client: L.L. Bean (Freeport, ME)

Position: Senior Financial Analyst

(BPR and BPM Analysis, CAPM)

Accomplishments:

*Analyzed the value of adding a Filenet imaging and workflow system to the client's accounts payable process.

*Conducted interviews with senior accounting staff to validate cash flow variances likely to result from system implementation.

* Determined that the estimated IRR of the investment in imaging and workflow would not meet the hurdle rate required on a small scale basis.

Employer: The Hartford (Simsbury, CT), May 1997 to Aug. 1997

Position: Graduate Intern

(Project Management, Financial Analysis)

Accomplishments:

*Led the Hartford 401k marketing team in researching and undertaking the addition of a self-directed brokerage option to the $400 million Hartford Advantage 401k product

*Developed and applied the Quantitative Fund Analysis Model (QFAM), which quantified mutual fund offering attractiveness to institutional buyers of qualified plan products

*Acted as liaison between the 401k and customer service divisions for joint undertaking of customer satisfaction bench marking system implementation

*Developed valuation of expected cash flows from offering the Hartford 401k Advantage product through Merrill Lynch's sales force as an incentive for Merrill Lynch to act as a VAR.   The vending agreement was completed in October 1997 by Merrill Lynch and Hartford Life.

Employer: The Bryn Mawr Investment Group (Rosemont, PA), Jul. 1994-Sep. 1996

Position: Vice President - Investments

(Client relationship management, investment analysis, portfolio analysis, investment management, BPM)

Accomplishments:

*Developed new marketing techniques while upgrading management method of client database, resulting in managed asset growth of 50% per year

*Created firm policy for recruiting, hiring, and training broker's assistants, established a strategic alliance with the Marston Group (business brokers), and relationships with nationally recognized mutual fund and annuity product wholesalers, which improved registered representative credibility

*Assisted the director of operations in adding new IS capability for real time analyst data access enterprise wide.

*Conducted in excess of $80,000,000 in trading during brokerage career, and oversaw multiple stockbrokers

*Researched ~3000 stocks, bonds, financial products, and options during brokerage career

SECURITY CLEARANCE HISTORY

* Federal Public Trust, Current

* Nuclear Regulatory Commission, Level One Nuclear Facilities, Inactive 9/2007

* Federal Public Trust, Inactive April 2004

* DoD Secret, Inactive 10/1992

EDUCATION

*Villanova University, Certificate of Achievement - Project Management Professional May 26, 2010

*Masters of Business Administration (Finance concentration with Accounting and Logistics course work):

May 17, 1998

The Pennsylvania State University, University Park, PA GPA 3.54/4.0

(Smeal College of Business- Full time, main campus program.  Program Rank: #30 of all US MBA programs.)

*Bachelor of Science, Economics: June 2, 1990

The University of Delaware, Newark, DE

(Lerner School of Business and Economics- Full time, main campus program.  Program Rank: #3 of all US economics programs based on professors publishing.)

SYSTEMS TRAINING/ EXPERIENCE

-Microsoft Office Pro Certification, 1996

Experience with MS Office variants through Office 2007, MS Project 2003

-Operating Systems End User Experience:

UNIX (HP-UX), Sun Solaris, Windows Vista/XP Pro/2000 Pro, NT 4.0, 98SE, 95

-Applications Experience:

Hyperion Essbase 5.02, 6.0, 6.1, 6.5.3 w/ Excel Essbase Add-In, Brokers Ally, Prospect, Photo Shop 3.0.5, Visio Professional 2003, MS Project, MS Front Page 2003, Lawson Financial Applications Suite v. 7.08, 7.09, 7.12, 7.13, 7.22, WS-FTP Pro

-On Line Analytical Processing (OLAP):

Hyperion Essbase Advanced Administrator Training

Hyperion Essbase System Administrator Training

Hyperion Essbase v5.0 and 6.0 Developer Training

-Budgeting:

Hyperion Pillar Management Reporting

Hyperion Pillar Global Training

Hyperion Pillar System Administrator Fundamentals Course

-Internet/Website Development:

IMC, HTML and Web Development Basic Course

Certified E-Commerce Consultant (CEC) Certification, American Academy of Project Management

 

-On Line Transaction Processing (OLTP):

Lawson ERP Software Financial Practical Applications, Level I Certification

Lawson ERP Software Financial Application Workshop, Level II Certification

-Project Management and SDLC, JAP/JRP Training:

IMC, Project Management Development Course (Ernst & Young Method)

IMC, Joint Applications Development/Joint Requirements Planning Course

IMC, System Development Life Cycle Course

-Relational Database Design Training:

MS Access 2000 Fundamentals Training

MS Access 2000 Intermediate Developer Training

MS Access 2000 Advanced Developer Training

Requirement Management with Rational Requisite Pro

Use Case Methodology in Rational Rose

PREVIOUSLY HELD BROKERAGE AND FINANCIAL SERVICES LICENSES

Series 7 & 63, Registered Representative; Series 8, NYSE Branch Office Manager; Series 4, Registered Options Principal; Series 24, General Securities Principal; Pennsylvania Life Insurance Certificate

ACTIVITIES / AWARDS / PERSONAL ACCOMPLISHMENTS

* American Association Project Managers Honorary Advisory Board 2010

* Mensa, Member 2008, 2009

* 2003 Businessman of the Year, Republican National Congressional Committee

* NAUI Certified Nitrox Scuba Diver, June 2001

* Founder and Elected President of the IMC High Fliers Investment Club, January 1999

* Elected President of the Penn State MBA Finance Association, January 1997

* NAUI Certified Advanced Scuba Diver, October 1995

* Life Member Disabled American Veterans, April 1994

* Recipient, Army R.O.T.C. 3 Year Scholarship, University of Delaware, June 1986

* Personally financed 100% of undergraduate and graduate studies expenses

PUBLICATIONS

(Available for review at www.wmcenterprises.com, select “Research” link)

1) Estimating the Return on a Knowledge Management Investment, (White Paper, ©1999, William Castoran.)

2) Approaching Real Time Economic Value Added Analysis (ART-EVA), (White Paper, ©2001, William Castoran.)

3) Federal Budgeting and Online Analytical Processing: A Functional Introduction (White Paper, ©2003, William M. Castoran and Associate)

4) Capital Investments Valuation Model Spreadsheet (Excel w/ VBA enabled spreadsheet example, ©1998, William M. Castoran)

MILITARY STATUS: Honorably discharged service connected 20% disabled veteran (USAR, 1990)

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