bob mccarty

Provide guidance and support to company leadership including special projects related to new business development, transitioning new CFO, project close-out, and federal program reporting requirements.

Directs all finance and operations management of 501(c)(3) subsidiary of Lockheed Martin; supporting entrepreneurs to commercialize technologies and create jobs. Drove long-term strategic planning process including clear vision, actionable implementation plans resulting in new business model and re-energized work group. Streamlined enterprise accounting and financial reporting processes resulting in efficient decision tools and savings of over 17% without impacting service levels. Standardized computing environment to increase productivity while reducing operating costs and enhancing data security; reduced IT expense by 40%. Recovered weakened revenue through recruiting valuable sponsorships, multiplying grants, and strengthening local and national partnerships resulting in 65% capture success and 57% increase of sponsorship revenues.

Oversaw business function for NNSA Nuclear Nonproliferation Program portfolio and later elevated to enterprise wide role, facilitating senior executive team through developing and deploying annual strategic plan for $2.3B national security laboratory. Introduced formal strategic planning processes and tools enabling alignment of goals, strategies, and focused performance throughout the laboratory. Led performance measurement and reporting for key Department of Energy performance evaluation requirements; efforts contributed to extension of Sandia management contract from 10 to 15 years. Grew Nonproliferation contract value from $70M to $75M by driving transparency throughout business planning and reporting process and continuously improving project costing, proposal management, pricing, and project management discipline. Worked across divisional boundaries with leaders to centralize lab-wide performance reporting tools and processes using Lean Six-Sigma Value Stream Analysis event; identified process shortfalls, current vs. desired future state, targets and timelines.

Co-founded management consulting firm, supplying expertise in generating compelling business plans, accurate financial analyses, competitive intelligence, market research, and organizational effectiveness strategies. Provided investment analysis for a national equity investment firm, conducted detailed due diligence, and applied program management expertise to support two successful state mandate public investment portfolios totaling over $450M under management. Developed business plan for technology startup leading to venture funding of $4.3M; designed sales and marketing organization in support of ISO9001 registration, built successful relationships with key service providers, alliance partners, potential investors and customers.

Recruited by rising executive for business strategy knowledge to join his team and provide execution leadership. Led innovative Internet business start-up focused on retail supply chain, outside of company’s core business. Developed comprehensive commercial strategy, including branding, sales strategies, marketing collateral and organizational structure.

Successfully sold and delivered services in business strategy, competitive intelligence, market research, organizational design, incentive compensation, merger and integration planning/ execution, and customer relationship management systems. Exceeded plan by 18% and year over year’s results by 135% by generating and marketing a proven track record of success.

For more than four decades, Warren Financial Service has been advising individuals, families and businesses on how to turn their financial goals into reality. The WFS distinction exists in our belief that a client's reason for investing is built on much more than a specific objective. We invest in a greater purpose. We help our clients grow, manage, and preserve their wealth by developing a customized plan, based not only on specific milestones our clients aim to achieve, but also on the specific stage that they are currently experiencing in life.