ADNAN BOKHARI, CPA, CGMA

SUMMARY Financial executive with 14 years of progressively responsible experience in business management, for-profit and non-profit financial reporting, analysis, forecasting, budgeting, cash management, auditing, and controls. Strategic thinker, effective in reorganizing, streamlining, and strengthening financial operations to maximize efficiency. Strong communicator and team builder with proven leadership abilities. Core Competencies include:

Strategic & Financial Planning Financial Statements & Management Reporting A/R, A/P & G/L Account Analysis Internal Financial Controls & Budgeting Legal & Regulatory Compliance Auditing Nonprofits and Associations Financial Policies & Procedures Staff Training & Development Indirect Cost Rate Proposals Tax Compliance Business Development Grants/Contracts Compliance & Management

PROFESSIONAL EXPERIENCE

Corporation for Enterprise Development: October 2011 - Present Policy and Research Nonprofit Organization supporting economic justice issues

Washington, DC

Chief Financial Officer

Key Accountabilities & Accomplishments

Organization’s fiscal steward responsible for developing financial strategy, ensuring organizational sustainability, overseeing financial information quality and integrity, adopting sophisticated business processes, developing and growing existing and new business lines, advising investment policy and strategy, and managing enterprise risk. Adopted and implemented a dual bottom-line financial model that supports financial sustainability and

positions the organization for growth through revenue diversification, cost management and alignment of strategic and financial strategies.

Transformed the organization’s fiscal operations through improvements in quality of information, dissemination and integrity.

Successfully facilitated the organization’s annual independent audit; resulting in no audit adjustments and removal of five years of management letter comments with no new comments.

Streamlined operations and reduced unfunded costs; increasing organizational productivity and lowering resource consumption.

Developed pricing models for organization’s various lines of business; maximizing profitability and competitiveness.

Aligned organization’s investment strategy with financial model and risk appetite; realizing significant gains and shifting to lower downside risk portfolio with minimum impact on expected returns.

Introduced organization to formalized risk management processes and led development of Enterprise Risk Management (ERM) framework.

Negotiated line of credit facility for the organization to provide added source of financing to support growth of its government contracting line of business

ADNAN BOKHARI

PROFESSIONAL EXPERIENCE (continued)

McQuade Brennan, LLP: November 2004 – October 2011 A public accounting and consulting firm

Washington, DC

Partner July 2011 – October 2011 Senior Director January 2010 – June 2011 Director January 2009 – December 2009 Senior Manager January 2008 – December 2008 Manager January 2006 – December 2007 Senior Associate November 2004 – December 2005

Key Accountabilities & Accomplishments- Clients

Executive to diverse portfolio of firm’s clientele. Most time devoted towards service of the firm’s largest outsourced accounting client in the nonprofit and association industry. The client, a well-established and fast growing national association of higher education professionals (501 c 3), represented a complex organizational structure with diversified revenue sources, including those unrelated to the primary exempt purpose of the association. Served in the capacity of Chief Financial and Administration Officer, leading team of three other accountants in managing all aspects of the association’s finances, human resources and facilities administration. In addition to overseeing the day-to-day operations, was responsible for presenting monthly financial reports to the finance committee and board; budget planning and execution; annual audit facilitation; development and execution of the finance and HR annual operating plans; tax compliance; internal control policies and procedures; risk management, and human resources management. Supervised other nonprofit industry outsourced financial services client engagements, providing specialized services including, strategic planning, business process improvement, grant reporting and compliance, assistance during government and other funder (i.e. foundation) audits, indirect cost rate proposal development, lobbying and UBIT consultation, and financial software selection. Oversaw firm’s nonprofit and association audits, including OMB A-133, and tax engagements. Supervised engagement teams throughout engagement stages ranging from pre-engagement activities through report issuance, and presentation of audit results to the client’s board. Extensive involvement in reviewing nonprofit tax returns and identifying issues. In addition to serving non-profit clients, also worked with the firm’s closely held business and individual clients, representing, real estate, mortgage lending, equipment resale, and certain professional services industries. Responsibilities varied based on type of services, ranging from audits, including HUD, reviews, compilations to tax planning and consultation. Successfully facilitated consecutive annual audits for outsourced accounting clients with no

adjustments, and no control issues. Helped clients eliminate deficiencies noted in prior audits. Implemented new budget development procedures that encouraged staff buy-in and increased analytical

capabilities of the financial reports.

Prepared business plans for new programs to assist management and board assess program viabilities. Designed custom financial dashboard to enhance the association’s reporting capabilities. Developed

financial reports that tied strategic goals to operations. Benchmarked performance with organization’s peers providing actionable intelligence. Identified revenue enhancement opportunity leading to a sizable contract for client’s largest program.

ADNAN BOKHARI

PROFESSIONAL EXPERIENCE (continued) Facilitated smooth transitions of bank and audit relationships reducing G&A costs. Identified and

reduced other controllable costs. Saved client hundreds of thousands of dollars per year. Re-designed client’s accounting processes to eliminate redundancies, simplify tasks and strengthen

internal controls. Key Accountabilities & Accomplishments- Firm

Provided leadership to firm personnel through mentoring; promoted staff development, firm culture, communications and loyalty. Performed annual staff evaluations and provided informal appraisals of engagement performances throughout the year. Managed client relationships ensuring satisfaction, quality service and profitability. Provided technical assistance to firm’s marketing personnel to develop promotional materials and ensure relevancy of solutions offered in firm proposals. Assisted managing partner in firm’s mergers and acquisitions due diligence work, including documentation review and proposal write up. Actively engaged in professional development opportunities through participation in industry groups, accounting societies and speaking opportunities. Over the last four years, the firm experienced tremendous growth. More than half of the new business

generated during that time has been a direct result of development efforts pursued under my direction. Responsible for generating 60 percent of all new business generated in 2010 by the firm through referrals, calling cold prospects and unconventional marketing strategies. During 2011, developed new business line and increased revenues through cross-sell to existing clients.

Consistently ranked high in client satisfaction. Developed close professional relationships with clients climbing the proverbial ladder of trust to become their most trusted business advisor, resulting in increase in services, recommendation by clients for board positions and referrals for new business. Also, ranked by SmartCPA as one of Greater Washington’s top CPAs in 2010.

In 2010, co-developed firm’s nonprofit industry and outsourced accounting services brochures. In addition, provided draft language for non-profit and government contracting industry pamphlets. Introduced the idea and worked on first of its kind promotional PowerPoint presentation for the firm to be used at audit and outsourced accounting proposal meetings with prospects. All of the above received widespread positive responses and helped the firm achieve its business development goals.

Advocate of the profession and the clients. Maximized opportunities to enhance the image of the CPA profession as well as to voice concerns relevant to the firm’s clients. Participated in VSCPA’s CPA Day of Service, key person network, legislative review task force, and the speaker’s bureau. Member of the GWSCPA’s nonprofit and government contracting committees. In June 2011, out of more than 2,000 members, was one of 16 members of the GWSCPA who provided oral testimony to DC City Council members in support of DC CPA mobility legislation. In 2010, served on AICPA’s CPA Exam Score Review panel as one of 40 CPAs selected from across the nation for the task. Followed closely all proposed auditing and accounting pronouncements that impacted firm’s clients. Vocal in opposition to new lease accounting standard and presented the concerns to FASB representatives, especially about the impact of the standard on nonprofits and associations.

ADNAN BOKHARI

PROFESSIONAL EXPERIENCE (continued)

National Association of Social Workers Inc: October 2000 – October 2004 Largest membership organization of social workers with 145,000 members, $83 million in Assets and $26 million in revenue.

Washington, DC

Budget Analyst January 2001 - October 2004

Accountant October 2000 - December 2000

Key Accountabilities

Provided guidance for preparation and development of program budget submissions. Collected and organized information from Division Directors to facilitate budget process. Oversaw budget applications and computing systems; ensured system integrity. Conducted staff training sessions on budget procedures, statements and reports. Assisted Controller in presenting and disseminating financial and budget data. Prepared operating manuals, policies and procedures for the budgeting process. Performed variance analysis between budget and actual to report to the Executive Director. Supervised all financial aspects of the Association’s Chapter Development Fund. Prepared monthly Statement of Financial Position and Statement of Activities for the Fund. Performed account analysis, conducted reconciliations and recommended changes. Generated monthly cash flow reports and performed analysis on the data produced. Prepared and submitted indirect cost rate proposals for federal agency approval. Prepared supporting schedules for annual external audits and responded to auditor inquiries.

EDUCATION, AWARDS, PROFESSIONAL AFFILIATIONS AND SOFTWARE PROFIENCY

Certified Public Accountant (CPA) licensed in Commonwealth of Virginia Chartered Global Management Accountant (CGMA) certified

Johns Hopkins University M.S. Finance Expected Dec. 2014

Strayer University Bachelor of Science in Accounting summa cum laude Strayer University Associate in Arts in Economics

2010 Greater Washington Area Smart CPA Employee of the Quarter (NASW) Employee of the Month (Gadsby) 2003 Who’s Who Among Students

Member of Board and Chair of Finance Committee, Byte Back DC

Member of Board, ROC USA Finance Committee member, Golden Key Honor Society

Member, American Institute of Certified Public Accountants (AICPA) Member, Virginia Society of Certified Public Accountants (VSCPA)

Member, Greater Washington Society of Certified Public Accountants (GWSCPA)

Proficient in enterprise-level systems including: iMIS; Microsoft Navision (NAV); FRx; Microsoft SL (Solomon); Profx Tax & Trial Balance;

Engagement CS; Jet Reports