Position	CPA, Controller, Financial Manager
Location Confidential	No
Location	New Jersey
Willing to Relocate	Yes
Industry	Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Resume Summary
A CPA with a broad base of progressive financial management, analysis, and reporting experience including experience within a Fortune 50 company, controller with a mid sized manufacturing company, and large public accounting experience.
Resume Body      CPA, CONTROLLER, FINANCIAL MANAGER
Large Broker Dealer New York, NY Vice President Finance-Technology Group Oct 2004-Present Manage the financial analytics, accounting treatment, financial compliance and progress reporting around all major technology infrastructure initiatives. Review and present all analysis to senior management. Advise executives on financial aspects related to project feasibility. Act as consultant to technology management. · Analyzed deals and acquisitions of approximately $500 million dollars each year. · Acted as financial advisor and analyst on the restructuring and relocation of data centers on a global basis ($2 billion expenditure. $150 million in annual operating cost reductions). · Managed the development of monthly reporting to evaluate the financial impact of various ongoing and implemented projects. VP Finance-Marketing Controller: May 1997–Present Manage all Financial reporting, budget and forecast, for the sales unit of the Retirement Products Group. Developed and implemented financial reporting methods and procedures to enhance internal control. Analyze various strategic business initiatives forecasting related revenue and expense, defining potential risk and benefits. Promoted to this position from senior business analyst with the retirement group. Annual budget $460 million.· Developed internal financial reporting for the Retirement Investments Business. The product of this effort was an activity based product line P&L that provides a basis for strategic planning and internal profitability analysis. · Manage all sales incentive compensation, sales reporting, sales tracking. Implemented systems and procedures to enhance control and reporting.· Directed the implementation and automation of an electronic billing and collection system in order to enhance cash flow and eliminate redundant operations within the US. The project reduced operating expenses by $8.5 million and eliminated reliance on outdated technology and processes AVP Manager of Business Analysis Operations 1993 to May 1997 Financial reporting, budget and forecast, capital project analysis, presentations to senior management and supervision of staff professionals. Budget $240 million· Created unit rate structure and charging procedures for the back office support functions supporting the national branch network. The objective was to create a structure to distribute support costs appropriately to reflect product and client level profitability and allow benchmarking with vendors solely committed to these functions. This project included the analysis of technology and communications costs, real estate, and production facilities.· Project Analysis: Evaluated and provided advice on the acquisition or disposition of all capital investments greater than $1 million. The latest project ($52 million) included the rollover of the equipment portfolio for the customer statement generation and mailing unit. The project cut operating expenses $9.5 million annually and provided a base for additional technological advances over the next several years.· Developed strategy and analysis of the impact to operations of the out-source of various units of the support division. Analyzed all proposals and conditions of outsource agreements and asset sales. The aggregate total value of these transactions was approximately $80 million and resulted in the reduction of operating expense of $33 million annually. Major Commercial Printing Company NJ Aug 1989 - July1993 Controller- Major East Coast Commercial Printing Plant Responsible for all financial reporting and analysis for a large commercial printing company. Managed all functional areas, AR, AP, MIS, financial analysis, budgeting, cash management, inventory management and control, internal and external reporting. Developed and maintained the job cost accounting system utilized to evaluate costs, volumes, pricing, and production and inventory management. Involved in the evaluation of capital acquisitions, major fixed asset purchases and mergers, acquisitions and dispositions of various business units. Corporate interface with lenders and auditors (international accounting firm, IRS, Property Tax Assessors). Report directly to CFO. Promoted from Assistant Controller in 1991 National Public Accounting Firm NJ Jul 1986-Aug 1989 Senior Staff Accountant-Involved in each aspect of audit, tax and consulting engagements with a national “top-ten” accounting firm. Planned and supervised various engagements ranging from large SEC filings and audits to review and compilation of financial statements of sole proprietorships. Experience included consulting audit and tax for a base of clients including manufacturing, real estate, banking, brokerage, not-for profit, and retail operations. PC Skills: Excel, Lotus, Word, PowerPoint, Oracle, Most Accounting & Finance software Education 1982–1986, Stockton State College, BS, Business Administration, Pomona, NJ
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