Experience in both accounting and finance providing a unique combination of healthy skepticism of an auditor and financial analytics of a finance professional. Applies accounting and finance principals in five arenas, accounting, corporate finance, mergers & acquisitions, credit underwriting, and business valuation.

Skills Inventory

**Financial Statement Preparation **US GAAP (+IFRS)

**Financial Analysis **Financial Reporting

**Financial Audits **Forensic Accounting

**M&A Due Diligence **Litigation Support

**Credit Analysis and Loan Packaging **Business Valuation

**Financial Forecasts and Projections **Business/Economic Intelligence

**HR Matters **Employee Benefits

**Financial Modeling including Payback Periods, IRR, ROI, NPV, and Break-Even.

WORK HISTORY

Founder/Principal, The Cranbury Group, LLC/Barry I Wolfe CPA; 2011-Present

Advisor to businesses on financial management and strategy

Financial statements preparation

Forecasts and projections

Assistance to Investment Bankers, Private Equity and Business Owners in analysis and preparation for financing, sale or acquisition of a business

Partner Tarkus Capital; 2006-2014

Part owner and analyst for a boutique Investment Bank specializing in debt placement

Outsourced underwriting practice for Commercial Real Estate Loans, Factoring and Complex Agricultural Real Estate Loans

Advise on operating, credit and valuation issues for commercial finance companies

Senior Manager, Rose, Snyder & Jacobs; Certified Public Accountants; 1994-2006 (Full Time) 2006-2014 (Part Time/Per Diem)

Led the audit group of this regional CPA firm including training staff and QC

Managed audit, review and compilation engagements including SEC clients

Performed technical research on complex accounting issues

Liaison between attest function and tax group as part of the management team

Primary resource for specialty areas of Forensic Accounting and Business Valuation

Performed due diligence for clients making acquisitions; assisted in M&A process

Calculated damages and analyzed fact patterns in support of attorneys in litigation

Client industries – Manufacturing, Distribution, Aerospace, Real Estate, Business Services

Manager, Arthur Anderson & Company; 1983-1992

Progressed from staff to manager in the audit division in Los Angeles

EDUCATION

California Lutheran University

Thousand Oaks, California

Masters, Business Administration

University of Hartford

West Hartford, Connecticut

Bachelors, Economics & Finance

UCLA

Westwood, California

Accounting Courses (to meet CPA requirements)

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