REZA RAFI, MBA
8360 Greensboro Dr. # 626
Mclean Virginia 22102
E-mail: rrafi@email.phoenix.edu
Cell: (703)463-8889
Confident, ambitious, driven, and smart business leader
Rich background in Management, Accounting, Finance
Experienced UNIVERSITY PROFESSOR, FINANCIAL AND OPERATIONS
EXECUTIVE with 20 years of experience and specialization in managing, auditing, financial
consulting, financial analysis, cost savings, general business program management, regulatory
compliance, new program and corporation start-ups, internal control practices, and more.
Experienced in directing mid-size programs for non-profit organizations and government
agencies and private sectors. Served as Chief Operating Officer and Senior Vice President of two
non-profit organizations located in the Washington D.C. area for ten years. Principal player who
started up and managed operations of a spin-off, non-profit organization.
Taught Accounting, Finance, Financial Accounting at University of Phoenix, University of
California, Irvine and George Mason University, Virginia.
Prepared course materials for various undergraduate and graduate courses for many years.
Successfully managed a program boasting 600 enrollees across 30 states. Controlled
budgets ranging up to $25 million.
Professional strengths include financial turnarounds, operations, general business
management, business restructuring, cost savings, program management, internal financial
controls, government auditing, and contract negotiations.
Rich background in corporate accounting, accounting practices, financial accounting,
corporate and non-profit accounting, auditing, and internal controls.
Recognized consistently for talents in business leadership, financial crisis management,
staff management, strategic planning, and creating and articulating vision to position an
organization for future success.
Proficient in creating financial statements, auditing financial records, overseeing banking
activities and relationships, generating revenue, creating financial policies and guidelines,
fraud investigation and ensuring the financial health of an organization.
Reviewed overseen all project activity for EPA-Senior Employment Environment Program,
including verifying, auditing and analyzing project deliverables, quality, adherence to plans
and business/technical requirements and contractor performance.
Audited SCSEP program at DOL for AARP.
Masters in Business Administration – Eastern New Mexico University, Portales, NM
Bachelor of Science degree, Accounting – Institute of Advanced Accounting, Iran
CAREER HISTORY
Current
FRIENDS OF OCCOQUAN
2002 to present
Managing Grants, Maintaining day to day transaction, Managing budget, preparing financial
reports, consulting with management.
Director of Finance
UNIVERSITY INSTRUCTOR
2002 to present
George Mason University, teaching Managerial Accounting and Principal of Accounting
Certified instructor for both virtual and ground campuses for the University of Phoenix,
University of California- Irvine-Extension. Teaching accounting, finance, governmental
accounting, and business management courses.
Vienna Wellness Center
FINANCIAL AND MANAGEMENT CONSULTING, INC. – Vienna Virginia 2006 to 2007
PRESIDENT / CEO
Leverage rich financial background to provide diverse services to clients, with focus on
accounting system analysis, internal control and cash flow evaluations and strategic
recommendations to drive bottom-line growth. Key activities include marketing, financial
consulting, accounting system set-ups, project management, and general business
management activities including finance, sales, business development, and marketing.
Designed an accounting system for a small, start-up legal firm; advised Attorney on tax
issues, cash flow management, Accounts Receivable, Payroll, and billing issues.
Hired by a 15-year old carpet and flooring installation business, and consulted with
Principal on revenue generation, cash flow management, business marketing, promotions,
business development, cost savings, and annual tax returns.
Handled accounting activities for a car rental agency with three branch offices earning
$1million per year.
NATIONAL OLDER WORKER CAREER CENTER – Arlington, VA
1997 to 2005
A 501(c) (3) non-profit organization providing leadership related to public and private practices
to meet the needs of USA workers over the age of 40.
CHIEF OPERATING OFFICER
Team: Seven direct reports – Directors of Field Operation (Mid Atlantic, Washington D.C.
area, Midwest, Colorado), Director of Administration and Human Resources, Director of IT,
CFO, 500 indirect reports, Budget: $2.5 million
Challenged to collaborate with CEO and start-up a new organization from the ground floor (a
spin-off of AARP). Handled traditional start-up activities such as policies and procedure
development, accounting system set-up, practices, program promotions, and more. Charged
with managing a $25-30 million program that hired older works to fulfill staffing positions
with the EPA and offices across 25 states. Leadership roles included general business
management, program management, governmental agency compliance, client relationships,
relationships with 25 city and county representatives, reporting to government agencies on a
monthly/quarterly basis, reviewed SEE program Budget, reviewed SEE program proposals,
reviewed SEE program quarterly reports, allocating expenses to multiple accounts, ensuring
GAAP compliance GAAP, internal financial controls, national travel, and more. Negotiated
Workers’ Compensation terms for 600 national employees and negotiated deals with service
providers and national healthcare companies to provide services for newly hired or exiting
employees.
1-Downsized 11 staff members (from 33 to 22) which saved $600,000 in annual salary
and benefit costs.
2-Delivered $500,000 in cost savings by switching healthcare providers.
3
Realized a $40,000 savings over five years by negotiating printing and copying equipment
costs with Canon.
Reviewed See program budget, proposals and quarterly reports
AARP – Washington, D.C.
1995 to 1997
Well-established program that offered parallel services as the NOWCC.
MANAGER OF FINANCE AND ADMINISTRATION, Senior Environmental
Employment Program
Team: Four staff members – Payroll Manager, Accounts Payable Specialist, Administrative
Supervisor, IT Specialist, four indirect reports, Budget: $25 million
Hired to strengthen practices related to revenue and expense tracking, restructure accounting
systems, and establish controls and policies to track financial activities. Charged with
overseeing a grant operation for the Senior Environmental Employment Program, managing
a Payroll and Administrative Department, directing client relations, overseeing program
management, and ensuring governmental compliance.
1. Identified $1 million in discrepancies related to an expense report by improving the
company’s accounting system. Designed a new reporting system via Microsoft Excel to
report the monthly status of Cooperative Agreements to the EPA SEE program.
Restructured statistical and financial information for a Quarterly Financial Status Report.
2. Prepared SEE program proposals, Budgets and quarterly reports for EPA.
RCS, INC. – Falls Church, VA
1993 to 1995
Financial consulting firm specializing in creating internal control procedures, preparing clients
for external audits, and more.
VICE PRESIDENT OF ACCOUNTING AND AUDITING DEPARTMENTS
Team: Three Senior Accountants and three Junior Accountants
Joined company to manage team that conducted audits, prepared financial statements, and
designed accounting systems for clients. Also, directed P&L management, generated
revenue, oversaw corporate finance, ensured governmental compliance, handled public
relations activities, and managed client relationships. Worked with clients to ensure they
passed government audits, presided over financial and business issues for this financial
services company, and accelerated new business by consulting with clients on income,
investments, taxes, and critical financial issues. Collaborated with clients to help determine
G&A and overhead rates, and prepare end-of-the-year reports and financial statements.
M.D. OPPENHEIM & CO. – Fairfax, VA
1988 to 1993
MANAGER IN CHARGE
Team: Four Accountants
Joined CPA firm to handle corporate audits related to the Department of Labor and
Environmental Protection Agency grants and Cooperative Agreements, supervise A/P and
A/R activities, participate in financial consulting activities, and prepare complex financial
statements for corporate clients. Highly involved in strategic planning for the financial
consulting services, interacting with clients, training staff in accounting, auditing, and
consulting practices, and hiring new staff.