Marta Alfonso, Principal   

 

PROFESSIONAL BACKGROUND

LEWIS B. FREEMAN & PARTNERS, INC.
2002-Present

Principal

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 litigation support.

BUSINESS JUDGMENT INSTITUTE
2002-
Present
Director

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 (Southfield, Michigan)
1998
-2002
Senior Associate

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.
19
95-1998
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.

FEDERAL HOUSING ADMINISTRATION (Washington, D.C.)
1994
-1995
Acting Comptroller

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 staff.

U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
19
92-1994
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
1990
-1992
Senior Manager, Credit Quality Consulting Practices

Strengthened clients' 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
1988
-1990
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 practice.

ERNST & WHITNNEY, CPAs
1983
-1988
Manager, Audit Practice

Managed audits 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 reimbursement issues.

 

EDUCATION

bulletUniversity of Miami School of Law
Juris Doctorate
Graduated Magna Cum Laude
 
bulletFlorida International University
Masters of Business Administration
 
bulletUniversity of Miami
Bachelors of Business Administration

 

CERTIFICATIONS AND LICENSES

bulletFlorida Bar, Member 1998
bulletCertified Public Accountant (CPA) 1988

 

 
 
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