Controller/CFO

Background and acheivements of this Finance Executive are shown. Contact information is confidential. To reach this person, use the link from Finance Executive talent bank at the conclusion of the resume. Click HERE for more information, jobs, and resumes.

Position
Controller/CFO
Location Confidential
No
Location
Northeast USA
Willing to Relocate
Yes
Industry
Consulting--Management--(alsoEngineering/Science)
Function
Finance--CFO/Control/Treasury(of the Firm)
Compensation
$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.

EXPERIENCE
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.

EDUCATION
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

PUBLICATIONS
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.

LICENSE: C.P.A.

References furnished upon request

Click below.  Finance Executive Talent Bank will send your message to ...

Controller/CFO

Executives
  1. Click HERE to get RiteSite Services for YOURSELF.
  2. Click HERE to view Controller/CFO JOBS and/or to search for Senior Controller/CFO JOB OPPORTUNITIES.
  3. Click HERE to view Additional Controller/CFO RESUMES and/or to search for Other Senior Controller/CFO RESUMES.
Recruiters and Employers
  1. Click HERE to POST ALL YOUR JOBS on RiteSite FREE of Charge.
  2. Click HERE to view More Controller/CFO RESUMES and/or to search for Other Senior Controller/CFO CANDIDATES.
  3. Click HERE to view Competitive Controller/CFO Job Postings and/or Other Senior Controller/CFO JOBS.







What is Custom Career Service?What is Custom Career Service?
Frequently Asked QuestionsFrequently Asked Questions
Users CommentsUsers' Comments
Executive Sign UpExecutive Sign-Up
Employer / Recruiter RegisterEmployer - Recruiters Registration
Executive JobsJobs Database
Executive ResumesResumes Database
People FinderScan for People
Executive Search FirmsSearch Firms that are Rites-Honored
Privacy PolicyPrivacy Policy
Contact RiteSiteContact RiteSite
RiteSite StoreRiteSite Store
Rites Of Passage Book Cover
Rites Of Passage Book Cover