Eric S. Greenstein, CPA MBA MT CTP
** ****** **, **, ***** Neck, NY 11021
*.**********@*********.***, Cell: 917-***-****
Obtain a leadership financial position for a results-oriented organization
with vision for growth, ambition to further profit business development and
leadership that maximizes internal organization strengths.
Experience
Chief Financial Officer, Gala Resources LLC, New York, NY, 10/2006 - 8/2009
. Financial reporting, banking, mortgage portfolio
servicing/administration, and information systems management of $135
million mortgage portfolio of a privately held mortgage group
. Direct report to Owners, Stockholders and Fiduciaries of multiple
mortgage entities;
o Primary responsibility for :
. Corporate accounting, monthly financial statement
presentation and analysis,
. Quarterly review & Annual certified financial statements,
. Quarterly and Annual credit facility bank audits,
. Financial Covenant Compliance Reporting for three credit
facilities totaling $70 Million,
. Treasury and mortgage banking finance activities,
. Private funding investment management,
. Mortgage systems and loan administration,
. Accounts receivable, payable and payroll functions,
. Corporate tax compliance
Treasury Manager, New York Mortgage Company, New York, 6/2006 - 10/2006
. Managed the Treasury department and worked closely with members of
senior and executive management
. Direct report to the Treasurer
o Assisted Treasurer in managing banking and credit relationships,
o Created and implemented departmental policies and procedures,
o Developed cash management strategies and operating practices to
maximize cash utilization,
o Administered loan funding process with retail and wholesale loan
origination platform
Financial Advisor, UBS Financial Services, Philadelphia, PA: 11/2004 -
8/2005
. Worked with clients to gain understanding of their unique situation,
goals and tolerance for risk; Recommended customized strategies and
solutions designed to help pursue clients' investment needs; Worked
closely with clients to implement these recommendations.
Treasury Manager, Wickes Inc. Corporate Headquarters, Chicago, IL: 3/2000 -
6/2003
. Directed and managed treasury cash and external reporting functions
for this $1.0 billion company
. Direct report to the CFO
o Generated corporate cash flow, financial covenant compliance
monitoring and reporting, asset-based collateral reports and
forecasts, reports for internal senior management financial
planning and analysis for senior credit facility lenders and
quarterly and annual SEC Reporting,
o Secured and reviewed all corporate cash activities, established
and maintained internal controls,
o Senior Project Manager team leader with ultimate project
management responsibility for implementation of new cash
management banking and credit card processing systems including
building data and process flows, revising procedures and tasks
to provide appropriate levels of internal control, documentation
and performance qualifications
o Managed treasury development projects from development through
General Ledger integration and support,
o Maximized debt management functions including debt instrument
apportionment, interest expense minimization,
o Contributed to reporting on 8K, 10Q and 10K filings.
Investor Relations Manager
. Direct Report to CFO
o Directed planning, coordination, writing and production of the Annual
Report to Stockholders.
o Managed the filing and distribution of the Annual Report, Proxy
Statement and Proxy cards with the
SEC as well as the distribution to shareholders of record
o Prepared press releases and shareholder meeting documentation.
. Sarbanes - Oxley - Corporate responsibility for financial reports,
o Enforced the requirements of Sarbanes-Oxley regulations,
o Reviewed filings and financial statements to ensure compliance
with Sarbanes-Oxley procedures
Business Analyst, Hewitt Associates, Corporate Headquarters, Chicago, IL:
5/1998 to 3/2000
. Analyzed client's human resource plan requirements, system
functionality and implementation support;
. Facilitated ongoing communications and reporting to client contacts;
. Identified and implemented improvements and efficiencies for systems
and operational concerns.
EDUCATION AND CREDENTIALS
Masters of Taxation, Villanova Law School: Graduate Tax Program, Villanova,
Pennsylvania, 2005
MBA ~ Finance, DePaul University, Chicago, IL, 2001
CPA, New York
BS ~ Accounting, Binghamton University, Binghamton, NY, 1984
CTP, Certified Treasury Professional, Association for Financial
Professionals, Bethesda, Maryland
Series 7 (currently inactive)