Marta Alfonso, Principal
LEWIS B. FREEMAN &
Conducts financial and operational reviews of companies to identify
business risks or issues and implements turnaround or other profit
improvement strategies to resolve them. Prepares financial
analysis of complex business transactions. Serves as interim
financial or information officer of companies. Provides other
financial consulting services, including fraud investigation,
reconstruction of accounting records, crisis management, cash
management, information technology management, restructuring, and
Provides customized training to audit committees in a variety of areas
related to governance and operations. Educates audit committee
members on the performance of their responsibilities to ensure proper
financial reporting. Educates audit committee members on ways to
limit audit committee members' personal liability. Provides
guidance to audit committee members in realizing their full potential
and developing their effectiveness as audit committee members.
Keeps audit committee members up-to-date on new rules and regulations
affecting their responsibilities. Provides financial, forensic and
turnaround consulting services to companies' audit committees.
JAY ALIX & ASSOCIATES
Identified and implemented cost reduction programs and business process
improvements saving over $16 million annually in under-performing
clients. Reengineered financial, real estate and human resources
organizations of a $0.5 billion health care services company.
Served as technology consultant and interim Chief Information Officer
for second largest consumer transportation company. Negotiated
business process and technology outsourcing and software development
agreements, software and hardware licenses, and equipment leases.
Negotiated and settled technology supplier and hardware provider
disputes. Implemented 14 information systems and database
performance improvements. Established operational and financial
policy and procedures for IT organizations.
Prepared litigation support files for potential claim against supplier.
RYDER SYSTEM, INC.
Director/Group Manager/Manager, Information Technology
Developed and implemented IT
outsourcing oversight processes and managed transition.
Implemented an IT cost reduction program that saved $8.2 million.
Updated and published corporate information protection policies.
Prepared annual IT budget and performed monthly closes and analysis of
IT organizations' performance. Developed corporate software
compliance processes. Redesigned and implemented an internal
chargeback system for IT expenditures. Prepared IT capital
expenditure requests and strategic planning documents. Planned and
managed multi-million dollar technology upgrade project.
Supervised three senior managers and related staff.
ADMINISTRATION (Washington, D.C.)
Strengthened FHA's accounting policies and procedures. Coordinated
FHA's strategic systems integration plan. Provided program support
services for all insurance programs, such as premium collection, refund
processing, and notes servicing. Executed treasury management
transactions, such as investments, borrowings, and portfolio sales.
Issued financial reports, including FHA's annual report and various
program analyses. Supervised five senior managers with over 400
U. S. DEPARTMENT OF
HOUSING AND URBAN DEVELOPMENT
Director, Office of Asset & Credit Management
Developed and implemented
policies and initiatives, improving the Department's debt collection and
cash management performance. Established a strategic planning
function and initial performance measure reporting models for the
Department. Developed a strategic plan to implement the
Department's accounting system.
KPMG PEAT MARWICK
Senior Manager, Credit Quality Consulting Practices
internal controls, policies, and practices in lending, credit, loan
review, collection, and workout functions. Enhanced asset
classification systems and loss allowance methodologies for its loan
portfolios. Conducted financial management consulting engagements,
such as cash management and loan production diagnostic reviews.
KPMG PEAT MARWICK
Senior Manager, Financial Institutions Audit Practices
Managed audits of a publicly held thrift, a bank holding company
(SEC registrant), a savings and loan association, commercial banks,
mortgage banking companies, and registered broker/dealers.
Reviewed financial quarterly and annual SEC filings and shelf
registrations. Supervised a due diligence review in connection
with a proposed client acquisition. Participated in asset-backed
securitization transactions. Served as a member of the Firm's
Professional Practice Review Team that reviewed a 60,000-hour audit
ERNST & WHITNNEY, CPAs
Manager, Audit Practice
including commercial - privately held retail, manufacturing,
construction and real estate companies. Prepared state and federal
tax returns for retail and manufacturing companies. Health care -
taxable and not-for-profit hospitals. Dealt with Medicare