Milton Schwartz

* ***** ****** ****

Spring Valley, NY 10977

H 845-***-**** C 718-***-****

acoxkz@r.postjobfree.com

EXECUTIVE SUMMARY

Highly accomplished CFO and COO with over 19 years of progressive executive financial

management experience. Extensive background in budgeting, forecasting, productivity

improvements, financial analysis/reporting, and internal controls. Strategic thinker with the

ability to use analysis and insights to drive organizational improvements and

implementation of best practices.

CORE QUALIFICATIONS

Cost/Benefit Analysis Vendor/Banking Relations Cash Flow Management

Contract Negotiations Executive Leadership Strategic Planning

Personnel Management Analytical Problem Solving Software/Multimedia

PROFESSIONAL EXPERIENCE

Chief Financial Officer 2006 - Present

Birthright Israel Alumni Community / The JEC New York, NY

Lead all fiscal activities for a nonprofit organization with an annual operating budget of $5mm.

Direct all organizational accounting functions in compliance with government requirements.

Monitor and review financial policies in an effort to improve efficiency in the organization.

Oversee and maintain cash flow, ensuring appropriate levels of funds are available.

Prepare and present financial statements and reports to the board of directors.

Collaborate with Executive Director and senior board members to implement and monitor

annual budget for operations, fundraising, and personnel.

Review and approve all contracts with outside vendors and consultants.

Act as the primary contact with legal counsel and an independent audit firm.

Analyze and facilitate annual renewal of employee benefit and insurance packages.

Prepare and file all federal and state documents required.

Chief Executive Officer 2003 - 2006

Royal Crown Financial Services Brooklyn, NY

Ensured delivery of quality financial services to all clients.

Prepared monthly financial and investment statements for client’s senior management.

Advised and assisted client’s staff in analyzing and interpreting financial data and reports.

Oversaw and supervised client’s staff of payroll, accounts payable, accounts receivable,

cash receipts and resident funds.

Worked closely with client’s CEO to monitor investment activities to ensure adequate cash

flow to maintain operating and capital expenditures.

Worked with client’s tax advisors to review financials to ensure optimal tax benefits.

Worked with client’s FINOP to produce monthly Focus Reports.

Recommended improvements to client systems and procedures to improve internal

controls.

Implemented and assisted clients in automating their bookkeeping systems.

Provided and prepared all documentation necessary to facilitate annual audits.

Financial Advisor - Private Client Group 1999 – 2003

Prudential Securities Incorporated New York, NY

Researched financial statements.

Managed equity portfolios for high-net worth individuals and institutions.

Identified asset allocations tailored for specific client needs.

Performed fundamental and technical analysis.

Education

Touro College, New York, NY

B.A., Accounting - June 1999

Computer Skills

Microsoft Office, ACT! Sage Software, Intuit QuickBooks, Adobe Illustrator, Photo Shop, Drupal,

PHP, MySQL, CSS, HTML, CiviCRM, Lotus 1-2-3, Morningstar

Additional

Certified Emergency Medical Technician

Credentials

Series 7, 63, 65 (expired) and Insurance

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