PROFESSIONAL EXPERIENCE

Confidential,PA
August 2010 – Present
Providing CFO and Controller contract services to assist with day-to-day accounting operations, enhance financial and operational reporting, special projects and address various tax and accounting compliance issues.
Sole Proprietor
Services include:

• General accounting, general ledger management and month-end close
• Working with early stage companies - review and assessment of business plan, developing financial forecasts
• Develop pro-forma financial reports for homecare M&A candidates
• Preparation of Individual, Corporate and non-profit tax filing 

Confidential,
2004 – July 2010(Top 10, National Accounting Firm, with revenues of $480MM)
A Full service public accounting and consulting firm providing audit, tax, advisory, risk and performance services with more than 25 offices and 2,400 personnel domestically
Risk Consulting Senior Manager (Governance, Risk and Compliance Group)
Responsibilities:

• Supervise and manage multi-location, multi-national SOx 404 and other consulting engagements for clients in manufacturing, insurance, banking and diversified financial sectors
• Handle all billing matters, effective execution of fieldwork, technical issues, communications and presentation to senior management and Audit Committee
• Prepare and direct complete scope of SOx and Internal Audit activities including risk assessments, management assessments, effective entity level controls, business process/internal control documentation, business process redesign, controls testing and communications with senior management, audit committee and external auditors
• Solicit and cold-call prospective clients, understand needs of prospects, develop presentations to articulate why my firm would be the best consulting firm to address those needs

• Accomplishments:
• Project Lead for $400K multi-location, multi-team operational audit project of international insurance carrier
• Project Lead of $750K+ SOx/ internal audit 
• Promoted to Senior Manager twelve months after merger with Crowe
• Secured and won $400K FCPA consulting project from prospective client

Confidential,
2000-2004 (Self-started Used Medical Equipment and Disposable Medical Supply Company, with revenues of $250K)

President

Responsibilities and accomplishments:

• Responsible for developing strategic business relationships, sales tactics and customer relationships for this medical equipment and disposable medical supply “inventory-less”distributor.
• Manage day-to-day sales, deliveries to customers, customer invoicing, customer collections
• Develop relationships with 40+ customers and 10+ business distribution partners and generate monthly revenues of $20K

4ANYTHING.COM 1997-2000 (Aggregator of 3,000 B-to-C web sites starting with the number “4” which allows the user to directly search 20 – 40 web sites in the category they are interested (ie. 4news, 4weather, 4newyork, 4horoscopes, 4newcars, etc.)) 

Vice-President of E-Commerce
Responsibilities:

• Manage development, vendor relationships, and on-going business of e-commerce sites
• Direct profit and loss responsibility for e-commerce division.  Formulate annual sales and marketing plan including both long and short-term strategies
• Develop low cost acquisition marketing and promotional strategies to acquire and grow customer base
• Oversee activities of 5-person e-commerce product, marketing and information technology staff
•  
• Accomplishments:
• Architect of e-commerce strategy for company
• Drove strategic development, creation, design and successful implementation of e-commerce businesses
• Launched 7 new e-businesses and grew e-commerce business from $100K to $4.5M in annual revenues

Vice-President of Finance

• Responsibilities:
• Direct and oversaw all financial aspects of company’s operations
• Manage monthly performance, cash flow, revenue and expense forecasting activities
• Develop and maintain critical organizational relationships:  Banking, debt financiers and investors
• Maintained company’s equity records and prepared board of directors package
• Board of directors meeting agenda 
•  
• Accomplishments:
• Create comprehensive 3 year financial forecasting model for initial fund raising of company
• Successfully developed and negotiated seed, early-stage of debt and equity funding ($35MM) 
• Part of founders team that grew company from 2 to 200 employees and valuation from $5MM to $200MM within 3 years

Confidential,

1993-1998

• Self-Employed Financial Consultant
• Responsible for managing 20 clients.  Industry focus:  Real estate, manufacturing, technology, healthcare and service industries.  Services provided - Preparation of monthly financial statements, tax filings, general consulting, oral presentation of financial operations, and systems implementation.
•  
• Additionally rendered financial services on the following projects:
• Worked with $150M home healthcare company, preparing pro-forma financials for Company’s $25M IPO, assisting with merger and acquisition work, and accounting systems implementation and integration
• Worked with $300M chemical specialties manufacturer assisting them with preparation of year-end audit workpapers, consolidated financials, annual budget, monthly statements and financial presentation to the BOD
• Assisted other companies with various financial and pro-forma information included in their S-1 and S-4 filings

Confidential,

1990-1993

Controller
Directly oversaw all financial aspects of Real Estate Development and Property Management Firm with real estate portfolio of office, flex and warehouse space valued in excess of $50M. 

Responsibilities:

• Preparation of financial statements, monthly reporting packages and annual budgets of 15 partnerships and corporations. 
• Supervised property management, vendor management, assisting with loan negotiations, strategic planning, monitoring cash flow.
• Managing 4-person staff and consolidating investments in partnerships.

Accomplishments:

• Negotiated workout arrangements with critical vendor relationships
• Improved billings to tenants by 15%
• Oversaw generation of substantial income tax refunds for general partners

Confidential,

1985-1990

Audit Supervisor
Responsible for providing a full range of accounting, auditing, and financial support services from large publicly traded multi-nationals to small start-up companies.  Industry focus:  Healthcare, real estate, manufacturing, and technology industries.

EDUCATION and PROFESSIONAL CREDENTIALS

Bachelor of Science in Accounting
Certified Public Accountant – MA, Member of AICPA and PICPA