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Click here or scroll down to respond to this candidateCandidate's Name , CPA East Meadow, New York Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE
Experienced Chief Financial Officer & ControllerSUMMARY Dynamic, action-oriented and hands-on CFO / Controller with more than 25 years of experience in non-profits, small privately-owned firms, medium-sized corporations, securities broker/dealers, as well as retail, wholesale entities. Demonstrates a fixer mentality with the ability to streamline operations that drive growth, increase efficiency and elevate bottom-line profitability. Able to establish and achieve financial and operational infrastructure goals to create stability and growth. Acknowledged and well-respected for communication style and adaptability. AREAS OF STRENGTH Financial Reporting / Analysis AR / AP / GL / Cash Flow CFR, SOP and Form 990 Reporting Internal and Remote Supervision Budget / Impact / Cost Control Public Relations Operations Management / Compliance Short / Long Term Planning Leadership Internal Controls & Procedures Retail Operations HR Administrative CAREER HIGHLIGHTSNon-Profit Financial LeadershipStrategic Financial Consultant in the start-up and growth in the early stages of the September 11th Widows and Victims Families Association currently known as the 9/11 Tribute MuseumRecognized for turnaround of non-profit educational institution from negative to positive revenue streamSuccessfully reviewed and implemented changes in IT technologies, policies and proceduresSaved $100K by effectively negotiating IPad purchase vs lease for the staff and studentsDecreased operating expenses by $2M, improving Lines of Credit and cash flowAddressed tuition receivable issues: Within 24 months collected $1M+, reducing delinquencies to low of under $200KManaged and successfully reduced $1.5 million Line of Credit interest expense by 52%Coordinated and negotiated $2M loan with private equity fund, reducing 12% interest rate to 6% Corporate Finance and AccountingSuccessfully managed broker dealers with $100M in combined revenue with ~ 1,600+ employeesSuccessfully negotiated NYS Sales Tax audit reducing liability from $1.3M to $300,000 with no penaltiesCreated regulatory compliance manuals that were successfully utilized for several yearsEstablished base line and clear lines of financial reporting, Implemented successful budgets adherenceCross-trained staff to maximize productivity and minimize downtimeSuccessfully eliminated unnecessary spending by reinforcing and following up on cost-control issues NON-PROFIT EXPERIENCEAcoustical Society of America (ASA), Melville, NY 09/19-Present Registered 501c3, $5M BudgetFinancial DirectorResponsible for a $5M annual budget, entailing financial reporting to Executive Director, Board of Trustees and all cost center principalsResponsible for (9) cost center budgets, variance review, analysis and implementation of corrective measuresPerform financial planning entailing year-end projections, future forecasting that include revenue opportunitiesOversee all aspects of preparation for execution of annual audit; work with all ASA Board committeesInteract with government agencies on Federal, State and local levels New York Institute of Special Education, Bronx, NY 11/17-09/19 Formerly The New York Institute for the Blind and Visually Impaired Registered 501c3, $30M Budget (Government Funded Reports to Executive Director and Board of Trustees Director of Fiscal Affairs Student body: 3 tp 21 years of age on a 17-acre campusResponsible for a $30M annual budget, entailing financial reporting to Executive Director and Board of Trustees and all cost center principals; this includes AR, AP, payroll, benefits Donor gifts and Alumni funds, as well as all compliance requirements; establish budgetary controls to reduce risk.Payroll encompassed ~$15M for 300+ staff members. Supervised 5 direct reportsWork cooperative with SED, NYC in relation to funding for 4201 and 4410 programsResponsible for (6) cost center budgets, variance review, analysis and implementation of corrective measuresReported to Investment Committee and Board of Trustee regarding review, implementation and daily monitoring of the schools $150M+ Endowment and professional money managers performanceReporting included the annual Consolidated Fiscal Report (CFR); quarterly Standard Payment (SOP) filings; FTE reporting; annual Form 990; monthly cost center actual to budget analysis and variancesPrepared and presented Treasurers report to the Executive Committee and Board of Managers Candidate's Name , CPA - Page TwoNON-PROFIT EXPERIENCE (Continued)Martin De Porres School, Elmont, NY 08/16-08/17Registered 501c3, $20M Budget (Government Funded / Reported to COO) Comptroller/CFO Elementary School, High School and Group Home Special Needs Students (12.1.1 ratio)Responsible for all financial reporting including the annual Consolidated Fiscal Report (CFR); quarterly Standard Payment (SOP) filings; FTE reporting; Form 990; quarterly board reports; YTD budget analysis and variancesMaintained hands-on responsibility for all accounting functions, supervising a staff of five (5)Established internal controls monitoring long- / short-term objectives throughout budget processResponsible for 3 cost center budgets, variance review, analysis and implementation of corrective measuresManaged financials and budget for the high school that was faced with several financial challengesConducted reimbursement billing from State Education Dept., NYC DOE, and Nassau / Suffolk participating schoolsInitiated/active in renegotiation of system-wide contracts; remove/reduce nepotism/cronyism/expenditures Xaverian High School, Brooklyn, NY 01/14-12/15Registered 501c3, $14.2M Annual BudgetChief Financial Officer 2 Year Contract Private Catholic School, Grades 6-12Established / implemented financial reporting and controls that included, net income planning, capital investments, tuition forecasts, expense budgets, along with necessary controls and procedures to effectuate positive changeResponsible for all aspects of budget process; interacted with all departments to establish, monitor & analyze variancesEstablished / implemented internal controls to monitor long/short-term objectives of school through of budget processResponsible for oversight of Development and Philanthropic financial activitiesCo-planned, solicited and procured $15M tax exempt bond financing to ensure facility modernization and strategic planning, including historical transformation from an all-boys school to a co-ed schoolSupervised Director of Finance, Comptroller and HR personnel (4)Sitting member of Investment Committee regarding $12M Endowment and money managers performance BUSINESS EXPERIENCEMAC Consulting Group, Inc., New York, NY 01/05-12/13 CFO and Controller for Small Business Owners Combined Revenue of $100M+Functioned in the capacity of CFO / Controller / FinOp for multiple clients while simultaneously achieving eight years of continuous growth and profitabilityManaged / directed 29 broker / dealers, monitoring firms daily cash and net capital usage which entailed reporting to Sr. Management / department heads; ensured compliance with regulatory agencies and firms internal capital levelsManaged annual audits by firms independent auditors and periodic exams by SEC, FINRA, NYSE and DOLHired and evaluated employee performance for clients, made recommendations on salaries and bonusesSupervision of controllers, accountants and full-charge bookkeepers both in house and at client officesEnsured accuracy in all accounting and financial reporting including supervision and hands-on preparation and analysis of GL through financial statements, as well as account analyses and reconciliationProvided corporate, partnership, trust, foundation and individual tax planning and preparationPerformed daily reconciliation, approved equity monies and transfers between firms, their banks and clearing firmsAssisted outside counsel with firms compliance with supervisory regulatory organizations rules / regulationsReviewed, analyzed and presented financial statements to firms outside partners and investorsPerform similar financial, regulatory and tax reporting functions for highly visible non-profit entities Arrow Security, Smithtown, NY 01/16-08/16 and 08/17-11/17 Established commercial, uniformed-security firm with $40-45 million in annual revenue and two companies Chief Financial Officer- InterimResponsible for financial reporting, financial operations, planning, risk management, compliance, funding, leadership, as well as cash flow, negotiations, bid quotation, budget process and hiring / evaluations / recommendations Reviewed, analyzed and presented financial statements for firms outside partners / investorsImplemented internal controls / changes, prepare monthly, quarterly and year-end financial statements in compliance with GAAP; review payroll tax returns, sale tax returns and biennial statementsSubmitted reports to Federal, New York State and New York City agencies and tax authoritiesTracked / analyzed metrics: ensured accuracy in all accounting and financial reporting, including supervision and hands-on preparation an analysis of GL through financial statements, as well as account analysis and reconciliationProvided corporate, partnership, trust and individual tax planning and preparation Candidate's Name , CPA - Page ThreePRIOR PUBLIC ACCOUNTING EXPERIENCEGettenberg Consulting (Presently ATI Corp.), New York, NY 12/01-101/05 Senior Staff Accountant Wall Street Community / SEC / Regulatory Reporting Mark Mandel & Co., CPAs, Mineola, NY 12/89-12/01Junior PartnerErnst & Young, New York, NY 01/88-11/89Senior Staff AccountantEDUCATION St. John Fisher College, Rochester, NYBS in AccountingREGISTRATION & LICENSESNew York State Certified Public AccountantFINRA Financial and Operations Principal (Series 27) FINRA Registered Representative (Series 6, 63 and 99) COMPUTER SKILLS MS Office Suite (Excel, MS Word, MS Outlook, Power Point), QuickBooks (Stand-Alone through Enterprise) Blackboard, CA Adagio ACCPAC Plus, ADP / Paychex Payroll, Peachtree, Fund EZ, Financial Edge Tax Prep Software Lacerte (20 + Year User); Turbo Tax; Pro Series; and Pro Series FX |
