Horatio Roberts

13162 Quade Lane.

Woodbridge, VA 22193-4565
703-725-9102 * 703-730-1297
hr112512a@westpost.net

Dear Human Resources Manager:

I am interested in working for your organization as your CFO. I believe you can
use the qualifications and experience of a Financial Officer whose 20 years of
accounting and management experience will add value to your operations. Please c
onsider the following:
* You will benefit from my experience at the level of Accounting & Finance Direc
tor and Contracts & Grants Manager in commercial entities, NGO'S and 501 C envir
onments. Operations covered include Marketing, Health Care Management, IT, Medi
a, Engineering, Educational Exchange and Micro Enterprise Credit. Includes multi
ple contracts, grants and projects. Over multiple years with restricted and unre
stricted fund with Activity Base Costing (ABC) cost structure. Multiple entities
with shared cost objectives. Direct and Indirect Cost allocation under FAR 31 &
52, CAS and OMB circulars A-110, A-122, A-21, A-133. SOX, GSA and SBA schedules
in multi-national offices.
* My successful track record covers performance dashboards/financial reporting,
revenue recognition, prior year financials re-statement, 990 and 5500, accountin
g system conversion and re-structuring. By pinpointing company needs and streaml
ining operations, I've reduced costs by as much as $4million.
* You will also gain from my insights, which I can share with you, in budgets an
d RFP, RFQ, IQC/IDIQ proposal development and forward pricing. This covers feder
al and commercial contracts, grants, cooperative agreements for primes & subs an
d other success driven strategy techniques within accounting and financial plann
ing and analysis. I lead by example, direct and delegate, mentor and influence o
thers.
* Entrepreneurial spirit, critical and strategic thinking, hands-on manager, dec
isive but flexible and collaborative. My successful negotiation skills in Insura
nce, Risk Management and Physical Resources saved $75k in office space lease agr
eement over 3 years.
Now, I would like to bring these skills to work for you. My salary requirements
are negotiable.

I look forward to speaking with you soon about the results you can expect from
me.
Sincerely,
Horatio Roberts

Horatio Roberts
SUMMARY
CFO, Director of Finance and Accounting and a Controller with over 20 years of a
ccounting, budgeting, financial planning and analysis and management information
skills.
PROFESSIONAL PROFILE
* Highly qualified Financial Executive with extensive financial, contracts and g
rants management and cost allocation accounting experience with solid analytical
technical skills.
* Diverse international background in federal and commercial for profits and non
-profits (NGO) with government contracts, grants and co-operative agreements.
* Ability to reduce costs and increase profits by pinpointing company-wide needs
and streamlining operations. Highly proficient in HR and human capital manageme
nt and recruiting, Robust IT systems and software and effective facilities manag
ement practices.
* Team player with exceptional leadership and interpersonal communication skills
. Able to collaborate, negotiate, and maintain effective working relationships.
Skilled problem solver who values integrity in a team environment with an open c
ommunication style.
* Cited by recent client for strong internal and budget controls, which led to 3
0% increase in profits and availability of liquid assets for research and advanc
ement.
* Commended by external auditors for the courage to stop using Suspense Account
which runs $7.5 million transactions with a $250k of un-identified payments. Imp
lemented PO requisition.
* Documented Standard Operating Procedures (SOP) under GAAP and established lega
l and regulatory statutes for company wide operations. Compliance cognizant with
energy and drive.

AREAS OF EXPERTISE
* Performance Dashboard internal financial reporting/analysis; FAR 16, 31 & 52,
22CFR 226, CAS, USAID, CDC and NIH, ADR, DCAA Audit. External financial reportin
g.
* Internal control processes and procedures, project costing, grants management,
prime/conversion cost analysis, capital/operating budget development, proposal
pricing and Fund Accounting.
* Indirect Cost Rate proposal and negotiation, Cost pools and basis allocation s
tructure, incurred cost submission (ICS/E) and NICRA, Systems automation and con
version.
* Cash management, monthly/annual closing and adjustments. Key expense areas for
ecasting.
* OMB form 269, 270, & 272, circulars A-110, A-122, A-21, A-133, GAAP, FASB regu
lations.
* Managed between 5 and 14 Accounting Staff with excellent human relations, init
iate personnel action performance and compensation reviews and disciplinary acti
ons. HR administration.
EXPERIENCE

Finance Director: August 2008 to June 2010

* BroadReach Health Care, LLC, Arlington, VA
Federal Government and Commercial contracts consultants in Health Care Managemen
t and Marketing with major long term prime and sub contracts from USAID, CDC, Me
rck Foundation, Rockefeller Foundation, Gilead Foundation, with national and int
ernational operations in South Africa, Kenya, Namibia and Zambia with the corpor
ate headquarters in Arlington, VA.
* Restructured the accounting operating system to respond to and comply with FAR
and CAS requirements for internal management information. Maintained effective
corporate governance with adequate checks and balances to support the integrity
of the financial reports.
* Implemented a Project Based Accounting and reporting system to properly manage
cost and service centers. Designed company wide policies, procedures and proces
ses to interface with internal and external constituents.
* Set up financial management application tools necessary for cost proposal deve
lopment with competitive forward pricing schedules with labor metrics. Designed
the annual budget template and instituted internal controls which cover corporat
e wide operations.
* Accounting system re-design and configuration which changed the three tier (Fr
inge Benefits, Overhead and General & Administration) Indirect Cost Rates calcul
ation.
* The CAS re-structure complied with Federal government contract terms and stopp
ed USAID contracts over billing of over $2 million and over collecting of advanc
es for a long term projects within my fiduciary and legal responsibilities.
* Changed the Billing worksheet, Cash Advance request worksheet and the Cash Flo
w and Treasury management to re-pay for Federal Government over billing.
* Created Fringe Benefits Base and Pool for each country/contract for correct bi
lling. Set up the Cross Cost Allocation in multi-entity environments with multi-
national operations
* Set a process to review RFA, RFQ, IQC/IDIQ and other proposals to ensure labor
utilization availability, short term funds, corporate capacity and cost/benefit
and cost/profit analysis to deliver the financial returns adequate for the inve
stment.
* Maintains corporate identity and confidentiality while disseminating passable
information to project managers, department heads and program managers to handle
their responsibilities.
Controller: August 2003 to July 2008
* Harrison Maldonado Associates. Washington, DC
Federal Government and Commercial contractors in Multi Media Health Marketing wi
th major long term contracts from the DOL, FTC, NIH, USDA, FDA/OWH ARC and CDC.
* Restructured the accounting operating system to respond to and comply with FAR
52 and internal management information. Implemented a Project Based Accounting
and reporting system to properly manage cost and service centers. Maintained A/P
, A/R, sales accounting, proposal development, budgets, costing and controls, fi
xed asset management, and general accounting. Deltek system conversion from GCS
to Cost Point. Preparation of ICS-E (Incurred Cost Submission/Electronically) fo
r last 4 years.
* Partner with CEO to address disciplines in cost management and creativity in r
evenue recognition, strategic growth, and expansion of relationships within pote
ntial and existing markets. Suggested and implemented an offsite server system f
or data storage with mirrored set up to protect the historical corporate data fi
les especially the financials.
* Redesigned the billing system to a proper cost allocation standard to segregat
e direct and indirect costs in Labor and ODC. This simplified the calculation of
Fringe Benefits, G & A and Fee. Created an internal control structure which c
omplies with Sarbanes Oxley Act of 2002 and a Cost center for Unallowable expens
es and a Facility Service Center with allocation base.
* Set up tracking system to verify labor management efficiency. As a result, und
er-utilized equipment and labor were re-deployed to maximize returns.
* Implemented five-year strategic plans for operational forecasts and budgets, i
ncluding cost reduction programs, capital projections and annual modifications.
Created a master employees benefits spreadsheet to account for and reconcile to
the related liability accounts.
* Coordinated fiscal year-end external and internal audits. Used Cost-Volume-Pro
fit assumptions to determine output unit level. Arranged commercial debt facilit
ies with tolerable maintenance.
* Negotiated payment of outstanding taxes with the federal and state governments
and secured a $750,000 Line of Credit from a bank to improve cash flow and oper
ating capital.
* Cut operational costs by 8% in one year by designing a written program (Manage
ment Information) which allowed management to access accounting information on d
emand.
* Implemented Department Managers project based running balances on budget vs ac
tual and variance reports by designing overhead cost flows and shifting project
and activity cost accounting responsibility to divisional managers. This stabili
zed the operating cost behavior.
* Wrote accounting manual based on GAAP, FAR, and OMB, JTR, required formats.

Horatio Roberts Page 2

EXPERIENCE * CONTINUED
Special Assistant to the Controller: June 2000 - July 2003
* FINCA INTERNATIONAL. Washington, DC
International Non-Profit Federal (USAID) & Private contractor with 23 off
ices in Africa, Latin America, & the NIS. Operates the Premier NGO "VILLAGE BANK
ING" Micro Enterprise Credit / Finance Transformation in the USA and overseas.
* Converted Deltek system 1 to Cost Point to properly manage contracts & field o
ffice expenses.
* Maintained centralized HR, electronic time sheets, payroll, and accounting sys
tems.
* Implemented procedures for contract management, cash management on USAID LOC &
DHHS Drawdown for field office advances & liquidations, billed A/R, revenue rec
ognition, deferral grant support, and accruals. Developed profit & service cente
r rates with budgets.
* Managed all government contracts and tracked billings. Documented internal con
trol and accounting cycle processes/procedures to manage programs
and financial reporting.
* Developed Incurred Cost Submission and negotiated Indirect Cost Rate.
* Semi-automated OMB 272 & 269 quarterly reports. Documented processes to monito
r actual activities within budget and future amendments. Coordinated/evaluated F
ield Program audits.
* Designed the performance metrics with variance analysis for cost management fo
r department heads. Developed and maintained relationships and transparency with
debt capital providers.
Director of Finance & Accounting: 1996 - 2000
* ANSTEC INC / ANSTEC TECHNOLOGIES, MCLEAN, VA.
Federal and Commercial contractors in the IT, business process outsourcing and c
onsulting environment. (ASP, ISP, SI, & software development) Environmental engi
neering/research contractors for Federal, State, and Local Governments. Consulta
nts on high-tech systems software and hardware engineering, programming System a
nalysis and software auditing. Operates in 30 offices within the US.
Director of Finance:
* National Council for International Visitors, Washington, DC (1990-1996).
Private non-profit corporation (102 affiliates in 48 states) contracting 90% of
resources to USAID & State Department to provide international, professional, cu
ltural, and educational exchange.
* Reported directly to President and CEO as senior management team member.
* Managed all phases of accounting and financial operations, including complianc
e with requirements the FAR and OMB. Structured financial reporting to managemen
t and board.
* Oversaw MIS operations (including NCIV network), projects, contracts and job c
osting. Integrated financial projections into one organizational and discipline-
in-transition budget.
* Handled fixed assets and cash management, tax reporting, and HR administration
.
* Designed and set up accounting system to measure costs of projects, services,
and contracts in compliance with OMB (FAR), USAIDAR & ADS, & FTR requirements.
* Developed rolling budget system to aid operating/financial decision making and
strategic planning by measuring financial and program management performance of
subcontracts.
 Accounting Manager:
* Firestone Tire and Rubber Company, Akron, OH (Liberia) (1981-1989).
Promoted from Internal Audit Manager to accounting manager. Reported to Comptrol
ler. Managed all accounting and financial operations for a large production, pr
ocessing, and manufacturing entity with $1 billion in assets and 13,000 employee
s.
EDUCATION/TRAINING
Bachelor of Science: Accounting, University of Ghana.
Computer skills include MS Office and MS Exchange; Deltek Systems 1 (GCS premier
) and Cost Point, Deltek T & E, PeopleSoft, Microsoft Dynamics (Great Plains),
American Fundware, Peachtree, MAS 90, ACCPAC, Solomon IV, QuickBooks Pro, MIP, a
nd such payroll/HR systems as ADP, Paychex, and Prime Pay.