Accounting Sales
Resume:
LEONARD K. FINKELSTEIN
E-mail: *************@*********.***
Controller
Securities/Brokerage, Transportation/ Logistics Industry Experience
STRENGTHS
Financial Systems & Monthly Closing
Cash Flow Reports
SEC Experience
Payroll/Employment Taxes
Manage Accounting Staff
Corporate Insurance
Monthly FOCUS & 1-FR reports
Involved in Annual Audit
ACCOMPLISHMENTS
Implemented new procedures for the accounting department to work
effectively while sales grew over four years.
Generated consolidated statements of operations on a weekly basis for the
major revenue-producing firms.
Supervised accounting staff of 12 in the preparation of weekly, monthly,
quarterly and annual multi-corporate reports.
Supervised the execution of all payroll areas including the implementation
of the Sec 401(k) and Sec 125 Cafeteria Plan.
PROFESSIONAL EXPERIENCE
Turn Key Hedge Funds, Inc. - Director of Fund Accounting Coral Springs, FL
2008-2010
Responsible for the preparation of all clients' calculation of monthly
capital balances, management fees and performance allocation. Calculated
preparation of all financial statements and assisted with year-end audits.
Interaction with investment managers and banks, counsel and auditors.
Established positive rapport with fund managers.
Saved the firm money when the Chicago position was eliminated.
Given additional responsibilities as process streamlined.
National Frozen Food Warehouses of NJ - Controller Coral Springs, FL
2007
Calculated accounts payable and other cash disbursements weekly.
Reorganized the A/P files for 2 companies for the current year. Prepared a
variety of financing analyses. Knew the firm's payroll costs and all
applicable taxes for 2 states.
Instituted a cash report on a daily basis.
Developed revenue and expense reports on a weekly basis.
Dialog Group, Inc. - Consultant Sunrise, FL
2005-2006
Accounting work for emerging Internet advertising company. Consolidated
monthly financial statements of several companies. Discussed the monthly
financial statements with executive officers. Assisted in the preparation
of the SEC 10K/10Q reports and with the insurance and tax filings for
different states.
Summit Brokerage Services, Inc. - Controller Boca Raton, FL
2005
Computed the FOCUS reports according to FINRA rules. Prepared the financial
statements on a monthly and quarterly basis. Calculated the commission for
payment to Registered Representatives.
. Analyzed regulatory and compliance issues based on FINRA
requirements.
. Updated cash reports on a daily basis.
LEONARD K. FINKELSTEIN
Email:
*************@*********.***
Lenexa Restaurant Group, LLC - Consultant Lenexa, KS
2004-2005
Developed the analysis of year-end financial statements with client's CPA.
Produced monthly financial statements while working with client's staff.
Updated analysis of all stores P&L on a monthly basis. Reviewed financial
statements and other requirements in accordance with banking and/or
operating agreement specifications for restaurant chain.
First Colonial/vFinance.com, Inc. - Controller Boca Raton, FL
2000-2001
Organized the FINRA filings while preparing 10K/10Q filings. Provided multi-
corporate financial statements on a monthly, quarterly and annual basis.
Helped in the preparation of consolidated financial statements,
forecasting, cost analysis, G/L, A/R and A/P. Helped develop new month-end
procedures. Involved with regulatory and compliance analyses. Registered
FINRA Financial and Operational Principal (FINRA Series 27).
. Helped create an Excel multi-dimensional spreadsheet for tracking
daily cash flow.
. Firms liaison to regulatory agencies, attorneys and CPA's.
JWCharles/JWGenesis Financial Corp. - Controller Boca Raton, FL
1997-2000
Assisted with the creation of budgets for subsidiaries. Organized the FINRA
filings while creating 10K/10Q filings. Prepared the multi-corporate
weekly, monthly, quarterly and annual financial statements. Helped in the
preparation of consolidated statements, budgets, forecasting, cost
analysis, G/L, A/R, A/P and taxes. Registered FINRA Financial and
Operational Principal (FINRA Series 27).
. Generated consolidated statements of operations on a weekly basis for
the major revenue-producing firms.
. Firms liaison with regulatory agencies, legal department and CPA
firms.
Aqua-Gulf Transport, Inc. - Controller Deerfield Beach, FL
1993-1997
Projected revenue and expenses for the firms as well as the breakdown
between branch offices. Negotiated corporate insurance such as bid
analyses and financing. Supervised the execution of all payroll areas
including the implementation of the Sec. 401(k) and Sec. 125 Cafeteria
Plan. Pursued A/R and was able to reduce collections to less than 40 days
from over 45 days.
Supervised accounting staff of 12 in the preparation of weekly, monthly,
quarterly and annual multi-corporate reports.
Reformed and produced new procedures for the accounting department to work
effectively while sales grew by 365% in four years.
EDUCATION & TRAINING
Hofstra University, Hempstead, NY - BBA Accounting
Microsoft Office Powerpoint 2007
Microsoft Official Academic Course
Microsoft Office Word 2007
Microsoft Official Academic Course
Microsoft Office Excel 2007
Microsoft Official Academic Course
Entrepreneurial & Business Plan Development FAU
Executive Continuing Education
H&R Block Tax Preparation
Gold Coast School of Appraisal
Series 27 - Financial and Operations Principal
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