ADNAN BOKHARI, CPA, CGMA

SUMMARY
Financial executive with 14 years of progressively responsible experience in business management, forprofit 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

A/R, A/P & G/L Account Analysis
Legal & Regulatory Compliance
Financial Policies & Procedures
Indirect Cost Rate Proposals
Business Development

Financial Statements & Management Reporting

Internal Financial Controls & Budgeting
Auditing Nonprofits and Associations
Staff Training & Development
Tax Compliance
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

Organizations 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 organizations fiscal operations through improvements in quality of information,
dissemination and integrity.
Successfully facilitated the organizations 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 organizations various lines of business; maximizing profitability and
competitiveness.
Aligned organizations 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
Senior Director
Director
Senior Manager
Manager
Senior Associate

July 2011 October 2011

January 2010 June 2011
January 2009 December 2009
January 2008 December 2008
January 2006 December 2007
November 2004 December 2005

Key Accountabilities & Accomplishments- Clients

Executive to diverse portfolio of firms clientele. Most time devoted towards service of the firms 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 associations 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 firms 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 clients board. Extensive involvement in
reviewing nonprofit tax returns and identifying issues.
In addition to serving non-profit clients, also worked with the firms 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 associations reporting capabilities. Developed
financial reports that tied strategic goals to operations.
Benchmarked performance with organizations peers providing actionable intelligence.
Identified revenue enhancement opportunity leading to a sizable contract for clients 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 clients 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 firms marketing personnel to develop
promotional materials and ensure relevancy of solutions offered in firm proposals. Assisted managing
partner in firms 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 Washingtons top CPAs in 2010.
In 2010, co-developed firms 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 firms clients. Participated in VSCPAs CPA
Day of Service, key person network, legislative review task force, and the speakers bureau. Member of
the GWSCPAs 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 AICPAs 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 firms 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)

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

National Association of Social Workers Inc:

Budget Analyst
Accountant

January 2001 - October 2004

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 Associations 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
Strayer University
Bachelor of Science in Accounting
Strayer University
Associate in Arts in Economics
2010 Greater Washington Area Smart CPA
Employee of the Month (Gadsby)

Expected Dec. 2014

summa cum laude

Employee of the Quarter (NASW)

2003 Whos 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