SUMMARY
An internationally minded, technology proficient financial manager with broad based expertise in forecasting, treasury, taxation, auditing, transfer pricing, risk assessment and accounting systems, reporting and internal controls. Investigates and develops plans to improve business performance and reduce operational costs. High level of competency with IT systems and integration with finance and accounting. Keeps up to speed with technology developments to provide winning solutions to long-standing problems. Possesses global import/export knowledge. Open to new ideas, processes and practices. Proven success in bringing people together to meet competitive challenges.
An adaptable leader and motivator with the determination, honesty and integrity to drive positive outcomes. Listens to customer concerns and works to achieve solutions that are satisfying to customers and cost effective for the business. With tremendous analytical skills and insight into people and situations, can see outcomes of behaviors and situations before they happen and redirect to avoid potential problems. Facilitates understanding of difficult concepts. Responsible and reliable, builds teams and trust levels conducive to effective and efficient operations. Naturally curious to discover and create new opportunities, products and processes to advance the business.
EXPERIENCE
Controller, 1980-2005
Held responsibility for accounting systems, reporting and internal controls of the business in New York and Canada. Developed systems as required. Implemented and trained staff. Prepared budgets and monitored reports. Managed year-end audit with outside auditors. Assisted with the preparation of year-end tax returns. Prepared consolidation and combination reports for New York and Canadian companies for final consolidation with UK head office.
„[ DEVELOPED SPECIFIC SOFTWARE APPLICATION SOLUTION: Developed specific application with UK consultant in a collaborative manner by remote telecommunication techniques to enable real-time programming and testing. Completed project within six-week time frame. Used by the business for 14 years until replaced by SAP solution. Provided low cost solution for many years. Proved versatile and viable even with SAP introduction. SAP solution expected to have more impact at UK level than U.S. level.
„[ DEVELOPED NETWORK SOLUTION WITH FOREIGN OFFICE: Canadian affiliated company and remote sales offices needed access to data and transactions. Developed network to support remote foreign office and remote sales staff. Provided initial support via private line, eventually replaced with secured VPN service. Reduced staff and license fees for the business.
„[ LOCAL NETWORK, VIDEO CONFERENCE, TELECOM PROJECTS: Provided high-speed network connections, servers and training after office expansion. Reduced hardware maintenance costs, consultants and travel costs. Improved communications between head office, New York office and customers. Provided solutions faster, sharing files and email messages that improved productivity.
„[ LOCAL DATABASE SERVERS: Provided database, server and training to develop solutions without consultants. Improved staff ability to meet customer/business needs without expense of consultants. Ensured data available to entire company as needed.
„[ ISO SYSTEM MANAGEMENT AND ELECTRONIC QUALITY MANUAL: Revised quality system to ISO 9001 standard. Supervised internal audits, Key process updates and external surveillance audits. Provided access to quality manual and procedures. Delivered electronic version that could be accessed by anyone at any time. Reduced administrative costs and effort to update. Improved availability to users.
„[ SAP IMPLEMENTATION: Improved information needs to reduce production costs, distribution costs, numbers of separate servers and databases. Worked as team member to identify U.S. requirements. Implemented plan that reduced costs and improved order planning/fulfillment. Reduced staff and operating costs and inventory levels and improved cash flow.
„[ TRANSFER PRICE: Developed transfer price policy acceptable to tax authorities in both UK and U.S. Worked with PriceWaterhouse Coopers to develop policy and implement as part of SAP project. Allowed business to allocate profits based on degree of risk to both UK and U.S. businesses.
„[ EXPORT CONTROLLED GOODS: Provided business-required control and document movement of certain goods based on both U.S. and UK law. Modified applications, including SAP to meet requirements. Avoided penalties, goods being delayed/impounded, and shipments being made to restricted countries.
„[ SAP TRAINING DOCUMENTATION: Provided training and internal control support in New York office. Worked with UK project and finance teams to define job roles and training documents for each role. Improved transaction processing and quality of work.
ADDITIONAL EXPERIENCE
LYCOMING COUNTY REDEVELOPMENT AUTHORITY INC.,
Project Manager, 1978-1980. Oversaw projects with local governmental units for acquisition of flood damaged properties, relocation and rebuilding to flood plain building codes. Prepared, solicited and executed contracts for building projects with HUD and EPA grants to governmental agencies.
LYCOMING COUNTY,
Financial Manager, 1976-1978. Managed labor department funds to various local governmental agencies contracted to provide services, provided budgets, funding, reporting and oversaw audits of programs with outside auditors.
AMERICAN STORES,
Manager, Clerk, 1968-1976. Worked beginning in entry-level jobs up through night manager. Held responsibility for managing night staff, store closing and bank deposits.
EDUCATION
LONG ISLAND UNIVERSITY, CW Post, Long Island, New York, M.B.A., Finance, 1986.
BLOOMSBURG UNIVERSITY, Bloomsburg, Pennsylvania, B.S., Accounting, Information Science, 1975.
LICENSURE
Notary Public
COMPUTER SKILLS
„[ MS Office, FileMaker Pro, SAP, ERP, Hyperion
„[ Vertex Sales Tax Programs, QuickBooks and Turbo Tax
„[ MS Servers, IBM RS6000s, Universe Database, Trend Distribution Software
„[ Routers, Hubs, Switches and Proxy Server
„[ Frame Relay, ATM and VPN Connections
„[ Secure Networking, Telecom Networks and Switches, VOIP and Video Conferencing
PROFESSIONAL ORGANIZATIONS
Institute of Management Accountants, Westchester Chapter
COMMUNITY AND PERSONAL
Board of Directors; Another Step, Inc., Non-profit agency serving adults with disabilities in person centered programs.
Treasurer; Dance Vision Center for Integrated Arts, Inc., Non-profit corporation that provides cultural and artistic programs for people with disabilities.
Married; two adult children. Enjoys exercising, tennis, and reading. |
