Functional Skills
Business Analysis
Business Operations
Business Development
Business Planning
Risk Management
Financial Management
Strategic Planning
Organizational Design
Process Design / Re-engineering
Performance Management
Compliance and risk
Quality Assurance
Project Management
Accounting
Procurement
Certifications
CGMAChartered Global Management Accountant
Sector Experience
Business Services
Consumer Goods
Life Sciences & Pharma
Manufacturing
Travel & Hospitality
Experience
Rethink Ourselves
Human Resources
Principal
11/2020 - Present
consultancy providing career guidance and job search support to young people and senior professionals and managers in late career transitions, as well as remote delivery soft skills training programs.
Principal – Draws on more than 40 years of experience in mentoring junior staff and peers to coach young people and experienced professionals in career transition to identify and pursue fulfilling career opportunities.
Principal – Draws on more than 40 years of experience in mentoring junior staff and peers to coach young people and experienced professionals in career transition to identify and pursue fulfilling career opportunities.
CG Management Solutions
Management Consulting
Principal
5/2016 - Present
Independent consultancy providing corporate governance, risk assessment & management, business performance improvement, and internal control assessment & design services and customized training in the USA, Middle East, and Asia, including China.
● Principal – Plan, lead and deliver contracted projects and training programs in the areas of organizational planning & management, budgeting & reporting systems, risk management, internal control system assessment & design, internal auditing, SOX & J-SOX compliance, business performance, and US GAAP & IFRS accounting standards conversion technical support.
● Principal – Plan, lead and deliver contracted projects and training programs in the areas of organizational planning & management, budgeting & reporting systems, risk management, internal control system assessment & design, internal auditing, SOX & J-SOX compliance, business performance, and US GAAP & IFRS accounting standards conversion technical support.
Denla British International School
Accounting
Chief Financial Officer
8/2018 - 12/2020
Privately owned premium international school following the UK national curriculum.
Chief Financial Officer – Implement and manage improvements in accounting, financial reporting, budgeting, cash management, strategic planning, purchasing, capital programs, and employee benefit plans. Improve the professional knowledge and capabilities of local staff. Support the marketing and enrolment growth objectives. Collaborate for improvements in IT systems and controls.
Chief Financial Officer – Implement and manage improvements in accounting, financial reporting, budgeting, cash management, strategic planning, purchasing, capital programs, and employee benefit plans. Improve the professional knowledge and capabilities of local staff. Support the marketing and enrolment growth objectives. Collaborate for improvements in IT systems and controls.
Hill International Inc.
Management Consulting
Director – Governance & Risk Advisory Services
5/2014 - 4/2016
consultancy specializing in project management and claims & dispute resolution on large scale projects. Director – Governance & Risk Advisory Services – Established and directed the Governance & Risk Advisory services practice within the Financial Advisory Services Group. Also lead delivery of specialized business process assessment and improvement projects. Key accomplishments:
• Assessment and improvement of Project Management Policies, Procedures, Practices and Internal Controls for construction of an AED 500 million Healthcare Facility.
• Analyzed and developed expert witness documentation for US $7.5 million intellectual property loss of web based application designer.
• Assessment and improvement of Project Reporting Practices and Internal Control in construction of AED 780 million hotel.
• Assessment and improvement of Project Management Policies, Procedures, Practices and Internal Controls for construction of an AED 500 million Healthcare Facility.
• Analyzed and developed expert witness documentation for US $7.5 million intellectual property loss of web based application designer.
• Assessment and improvement of Project Reporting Practices and Internal Control in construction of AED 780 million hotel.
CG Management Solutions LLC
Management Consulting
Principal
1/2006 - 4/2014
consultancy providing fractional CFO and Chief Audit Executive services to small and middle market companies in the USA, Middle East, and Asia, including China.
● Principal – Provided contracted services in the areas of planning, budgeting & reporting systems; risk management; internal control system assessment and design; internal; SOX & J-SOX compliance; and US GAAP & IFRS accounting standards conversion technical support.
● Principal – Provided contracted services in the areas of planning, budgeting & reporting systems; risk management; internal control system assessment and design; internal; SOX & J-SOX compliance; and US GAAP & IFRS accounting standards conversion technical support.
Pyr3 Inc.
Accounting
CFO
1/2011 - 6/2011
Contracted CFO for start-up of Pyr3 Inc., Augusta, GA (January to June 2011). The company provided production and inventory control process outsourcing capacity for manufacturing companies.
• Prepared business plan,
• Established accounting, billing, and proposal management processes,
• Established and maintained banking relationship, and
• Developed software selection criteria for client specific services.
• Prepared business plan,
• Established accounting, billing, and proposal management processes,
• Established and maintained banking relationship, and
• Developed software selection criteria for client specific services.
for FreightCar America
Accounting
Treasury & Planning Manager
5/2010 - 12/2010
project support for Corporate Controller, including:
• Redesigned integrated annual budget plan model.
• Developed & implemented 18 month operations and cash flow rolling forecast model.
• Reconciled more than $30 million in short term cash investments ledger balances, clearing errors in investment tracking and planning model and aligning monthly roll forwards to accurately provide investment change information for SEC reporting.
• Redesigned organizational structure and planning/reporting process for US $30 million Thailand NGO.
• Performed a comprehensive internal control environment & internal audit function assessment and first ever IT audit for a large agency of the Republic of the Philippines government.
• Won & managed regional internal audit, SOX compliance, and internal controls assessment engagements up to 6,000 staff hours in SE Asia for US and Asia based multi-national companies, including two global Fortune 100 companies in the energy and fast moving consumer goods (FMCG) industries.
• Analyzed and converted the accounts and financial statements of two mainland China companies (US $30 million and $15 million revenue volume) to US GAAP in anticipation of acquisition and public listing by US investment groups.
• Designed corporate governance compliance review procedures, risk management tools, and risk-based internal audit plans for Hong Kong, China, Thailand, and Singapore clients in response to revisions of stock exchange listing rules and corporate gover
• Redesigned integrated annual budget plan model.
• Developed & implemented 18 month operations and cash flow rolling forecast model.
• Reconciled more than $30 million in short term cash investments ledger balances, clearing errors in investment tracking and planning model and aligning monthly roll forwards to accurately provide investment change information for SEC reporting.
• Redesigned organizational structure and planning/reporting process for US $30 million Thailand NGO.
• Performed a comprehensive internal control environment & internal audit function assessment and first ever IT audit for a large agency of the Republic of the Philippines government.
• Won & managed regional internal audit, SOX compliance, and internal controls assessment engagements up to 6,000 staff hours in SE Asia for US and Asia based multi-national companies, including two global Fortune 100 companies in the energy and fast moving consumer goods (FMCG) industries.
• Analyzed and converted the accounts and financial statements of two mainland China companies (US $30 million and $15 million revenue volume) to US GAAP in anticipation of acquisition and public listing by US investment groups.
• Designed corporate governance compliance review procedures, risk management tools, and risk-based internal audit plans for Hong Kong, China, Thailand, and Singapore clients in response to revisions of stock exchange listing rules and corporate gover
Baker Tilly Thailand
Management Consulting
Director, Risk Advisory
4/2008 - 3/2009
international accountancy firm network.
● Director, Risk Advisory – Established and directed a dedicated Risk Advisory services practice for the firm.
● Director, Risk Advisory – Established and directed a dedicated Risk Advisory services practice for the firm.
BAKER TILLY
Management Consulting
Director, Risk Advisory
8/2004 - 12/2005
of Top 10 international accountancy firm network.
Director, Risk Advisory – Established and directed a dedicated Risk Advisory services practice for the firm.
Director, Risk Advisory – Established and directed a dedicated Risk Advisory services practice for the firm.
Jefferson Wells International
Management Consulting
Practice Director – SOX Compliance
1/2000 - 1/2004
International accounting, tax, and internal controls interim staffing and special projects consultancy. Practice Director – SOX Compliance, Internal Audit, Accounting, and Process Improvement Services – Performed technical sales support, engagement proposal development, delivery of
● services, and quality assurance for internal audit, accounting & finance and process & controls improvement services, including Sarbanes-Oxley Section 404 compliance services.
• Planned and executed 15,000 hours global Sarbanes-Oxley engagement providing risk assessment, documentation, remediation, and testing in 24 countries/5 continents. Included providing financial process controls assessment training for client personnel assigned to the team who did not have previous audit experience.
• Took over and lead successful completion of late SOX compliance projects totaling more than $2 million in fees.
• Sold, planned, and executed business process improvement engagement for time reporting and client billing system of an industry leading Italian temporary services firm.
● services, and quality assurance for internal audit, accounting & finance and process & controls improvement services, including Sarbanes-Oxley Section 404 compliance services.
• Planned and executed 15,000 hours global Sarbanes-Oxley engagement providing risk assessment, documentation, remediation, and testing in 24 countries/5 continents. Included providing financial process controls assessment training for client personnel assigned to the team who did not have previous audit experience.
• Took over and lead successful completion of late SOX compliance projects totaling more than $2 million in fees.
• Sold, planned, and executed business process improvement engagement for time reporting and client billing system of an industry leading Italian temporary services firm.