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Project Manager Management

Location:
Great Neck, NY, 11021
Posted:
April 22, 2010

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Resume:

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)



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