Martha is an executive skilled in the administration of Finance and Treasury.  She    offers practical experience in providing financial analysis and reporting to assess       complex environments, define strategy and measure performance; in identifying     and implementing the internal controls necessary to protect assets; in building         well-functioning teams through training and mentoring; and in managing                 investments through complete life cycle – due diligence through disposition.           

 

Martha is a graduate of the College of William & Mary with a BBA in Accounting.  She is a Trustee Emerita of the College Endowment Fund and served on the Investment and Finance Committees.  Martha was one of the Founding Directors of the Board for the Muscarelle Museum at the College of William & Mary, as well. 

                                     

                         Examples of "Putting it to Work" 

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Humanitarian Aid :   Under the auspices of USAID, US State, UN and foreign             government grants and contracts, the client provided vital support to NGO’s in         Africa and the Middle East.   As a result of significant and recurring executive            turnover, finance systems and staff were in disarray.  The successful engagement       strengthened the financial function.  Field and home office accounting were               consolidated on one platform.  A timely and regular monthly close and financial       reporting and analytical package were implemented for management and Board.     At-risk field assets were protected through training, internal controls and analysis.    Material Audit and A-133 qualifications were eliminated.  Onsite training was given  to Staff at the home office and in Africa.  A newly selected Controller was trained      and mentored to maintain the new system.

 

Helping a family fulfill—and exceed—estate planning goals:  The family had              established two entities allowing their children to purchase assets from the estate.     The plan was at risk due to the type and complexity of the investments.  A liquidity event was identified.  A large block of stock on which a call had been sold was             allowed to be “called away”.   This allowed one entity to absorb the other and              concentrate the assets.   Within two years, the surviving entity purchased the             homestead from the extended family.  An asset of enormous future value was            protected and transferred to the next generation.

 

Salvaging a museum’s money-maker:  Special exhibits at museums are expensive,    risky and labor intensive.  A world renowned art museum considered eliminating     them to save money.  However, an extensive revenue analysis evaluated the exhibits by size and type and identified associated benefits.  The analysis proved the exhibits provided the bulk of profitable revenue and supported the subscriber base by            engaging existing and obtaining new subscribers.

 

Providing product line performance measures :  Management of the premier            publisher of political analyses was stymied.  Financial statements were not timely     or informative.  The analysis identified three roadblocks – late revenue “cut-off”,      no product line definition and poor use of the report writer.   Within three                 months,  the issues were solved.  The new statements showed a publication, slated    for elimination, was very profitable.  Timely, informative financial statements saved this company from making a strategic mistake. 

 

Offering a vision far beyond the obvious:  When potential investors hired HFS to     evaluate a small incubator technology company, checking out the books was just      the first step.  Conversations with and observations of the leadership team                  identified several potential risks.  An investor who had been an executive with           Goldman Sachs called the report “the best example of due diligence I’ve ever seen.”

 

Resume available upon request.

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