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Location Confidential
Northeast USA
Willing to Relocate
Finance--CFO/Control/Treasury(of the Firm)
$100,000 to $200,000

Resume Summary
I worked many years as a Controller/CFO for a prestigious consulting engineering firm ($16 million, 70-employees). Recently I was involved in the sale of the firm to a private equity firm. I am looking for a similar challenging position.

Resume Body      CONTROLLER/CFO

Versatile and talented controller/CFO transforming firsthand leadership and entrepreneurial perspective into operational success for a $16 million, 70-employee engineering consultancy firm. Effective negotiator, problem solver, and manager.

LPI (Lucius Pitkin), Inc., New York, NY
Controller/CFO, May 1983 - March 2015.

Financial Reporting:
Prepared monthly, quarterly, and year-end financial statements for $16 million firm. Prepared all journal entries, special reports for owners, and bank reconciliations.
Guided company through all external audits.
Implemented tracking of employees and expenses to projects.
Prepared company for sale of business by interfacing with audit team preparing due diligence.

Treasury/Risk Management:
Established line of credit with bank, drawing down credit, and repaying bank for efficiency.
Reviewed business terms for all leases, purchase orders, and contracts.
Purchased all business insurance policies to ensure best coverage for premium paid.
Negotiated terms of leases for fleet of company vehicles.
Filed timely reports: OSHA, IRS form 5500, multiple state sales tax, and excise tax.

General Business Management:
Spearheaded successful satellite office openings in several states and Australia.
Guided companys accounting system through several upgrades from DOS to BillQuick and QuickBooks, then to Deltek (Vision) and Xero.
Monitored and managed expenses.
Introduced procedures for purchasing and for employee expense reimbursements.
Participated in preparation of companys emergency response program.
Managed office in a cooperative spirit of team unity.
Served on companys Board of Directors.

Human Resources:
Negotiated and managed companys employee benefits plans: health, disability, dental, FSA, life, and 401k.
Managed companys payroll for 70 employees using Paychex.
Maintained all employee records not kept by Paychex, including paid time off, salary history, and drug testing.
Ensured employment eligibility.

Baruch College, Zicklin School of Business  The City University of New York (CUNY), New York, NY: M.B.A. in Finance
B.B.A. in Economics

Charitable Contribution of Remainder Interest in Residence, The CPA Journal
Irrevocable Life Insurance Trusts, and The General Skipping Transfer Tax, The CPA Journal
Split Interest Purchase Property, The CPA Journal

AWARD: Distinguished Service Award, 2012.


References furnished upon request

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