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Click here or scroll down to respond to this candidateCandidate's Name PHONE NUMBER AVAILABLERockville Centre, NY Street Address
EMAIL AVAILABLE Senior Financial ExecutiveExtensive experience with global financial services, advertising, and mediaaccounting, operational and general management experience. Successful inlinking accounting and finance functions to business operations in order toachieve organizational development and cost controls. Leadership, strongproject management, audit and systems experience. Professional ExperienceMORGAN STANLEY, New York (original firm Citi/Smith Barney) 2006 - March2016Vice President - Financial Control Group-Wealth Management (WM)Senior member of the Controller's team for the retail brokerage and privatebanking segment of Morgan Stanley with $13 billion in sales through 15,700Financial Advisors (FAs) and Private Bankers in 700 offices servicing highnet-worth customers. < Legal entity controller and finance team leader responsible for the accounting, record keeping, regulatory and management reporting of a $5 billion loan bonus portfolio used to recruit and retain FAs. < Active participant in Sarbanes-Oxley programs, and internal and external auditor coordination. < Designer of month end reports for the National Sales CFO team which created efficiencies that allowed for more accurate forecasting and budgeting. < Day-to-day oversight of the design and building of new proprietary loan bonus tracking system. < Collaborated with the Tax and Legal Departments at a senior level to ensure proper processing of collections and write-offs associated with the loan portfolio. < Responsible for the CCAR, Y9-C, SEC financial reporting and BASEL capital at risk requirements associated with the loan bonus portfolio that contains over 38,000 individual loans. < Provided testimony as a subject matter expert on the note portfolio at FINRA Arbitration hearings.ZANETT GROUP, New York, NY 2004 - 2006CFO (February 2006 to July 2006) Corporate Controller (February 2004 toFebruary 2006)Senior member of the management team responsible for all financial andmanagerial accounting and reporting, SEC reporting including MD&A, FP&A,budgets, forecasts and internal performance metrics for an informationtechnology consulting, services and outsourcing firm. < Responsible for all financial and managerial accounting and reporting, SEC reporting including MD&A, budgets, forecasts and internal performance metrics. < Participated in strategic decisions, including acquisitions, fund raising and overall vision of the company. < Active participant in corporate governance, including Board Meeting preparation and assumed Chairman Responsibilities. < Managed the annual audit examination by external auditors. < Guided and directed pre and post integration of acquisition efforts, including audits, systems and accounting assimilation. < Assisted the Chief Legal Officer and CEO in evaluating acquisition opportunities and conducted due diligence on closing transactions. < Built relationships with lending institutions and identified fund raising opportunities to meet the needs of the Company's strategic growth objectives. < Responsible for establishing all accounting and financial reporting policies including revenue recognition policies for recording of revenue for fixed-fee and time and material contracts.Candidate's Name
Page 2MONSTER WORLDWIDE INC. (formally TMP Worldwide Inc., New York, NY) 2001 -2003Director - Corporate ReportingMember of the CFO's team with overall responsibility for the CorporateLedger: ensured accuracy of all accounts, including allocations todivisions, bank reconciliations, fixed assets, accounts payable, accountsreceivable, payroll, prepaid and accrued expenses, option-related monies,shares and notes issued for a global advertising, media and search firm. < Managed global inter-company transaction processes and policy. < Created monthly and quarterly analysis of variances against Budget and assisted in establishing forecasts for corporate expenditures, including foreign currency exposures.Additional ExperienceMF GLOBAL (formally Man Group USA, New York, NY)Vice President and Controller, 1998 - 2001Corporate Controller for US Holding Company for a multinational fundsmanagement, brokerage and a multi-commodity trading conglomerate withoffices and investments in 55 countries. < Formulated and produced monthly consolidated financial reporting package to the US Holding Company Board that provided performance metrics on divisional results. < Developed the $11 million annual operating budget for the US holding company and six subsidiaries. < Conducted detailed review of inter-company charges, loans and allocations resulting in the establishment of payment policies that created greater efficiencies in the month end closing process for seven Divisions. < Devised cash management review that reduced interest expense by $1.1 million by improving collections. < Responsible for reviewing recent FASB pronouncements to determine the disclosure impact on US GAAP financial statement presentation. Coordinated with UK Parent's Corporate Finance Department on US Divisional reporting requirements in connection with new UK Accounting Standards. < Led cross-functional team that coordinated upgrade of Treasury G/L software resulting in more efficient cash management and reduced month end reporting time by 30%. < Developed an audit-planning document that reduced audit fees by $200,000. < Established the financial reporting and record keeping requirements of a venture capital initiative. < Prepared FOCUS Report and Form 17-H.Finance Director - Emerging Markets Proprietary Trading Operation in theAsset Management Division < Implemented accounting systems (Great Plains) for the Emerging Markets Proprietary Trading Operation with a $50 million trading portfolio of emerging market debt and foreign currencies. < Upgraded systems to new windows-based G/L package in anticipation of the company's 100% growth. < Evaluated new products and assisted in strategic development of business plan. < Responsible for all fund accounting and reporting associated with a $50 million offshore hedge fund investment.Assistant Controller for a $100+MM Broker-Dealer and Futures CommissionMerchant. < Prepared monthly US Divisional Management Performance Reports for the Brokerage Division. < Analyzed financial results vs. budget for 70+ profit/cost centers. EDUCATION Hofstra University, Hempstead, NY B.B.A. Accounting |
