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Real Estate Management & CPA

Location:
Piscataway Township, New Jersey, 08854, United States
Posted:
August 29, 2017

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Edwin J. Sheldon, CPA ac119m@r.postjobfree.com

** ****** ***** ***.# 973-***-****

Lincoln Park, NJ 07035-2256 Cell # 973-***-****

APPLIED FINANCIAL MANAGEMENT, LLC. – CFO and Principal Owner 1989-Present

Private financial services and management consulting firm providing services directly to both small and large companies. Firm has partnered with Phoenix Partners, IBM Business Consulting, and Robert Half. Experienced with computer accounting and tax software. AFP has worked with IPO’s, SEC and CFTC filings, mergers & acquisitions, treasury and hedging services, divestitures and turnarounds, treasury, money management, merger integration, internal audit, computing, tax, bankruptcy and forensic accounting (either as a direct contract hire or on a consulting basis)

OUR CONSULTING HIGHLIGHTS (during my Applied Financial Management career):

Finest Coins – 1/2012 – 10/2015 Consultant. Helped set up entire major coin dealership in the US and abroad.

Bionic Trading Systems – 6/2009 -12/2011 Consultant. Helped set up a trading firm in Miami and Chicago.

Freddie Mac – 8/2005-5/2009

Hired as a consultant on 4 different occasions. Successfully implemented their financial restatement, improved financial reporting, operations, and recommendations for improvements

Kingdom Investments - 8/2004-7/2005

Hired as Controller for a $20 Billion Saudi royal family investment and capital management business in the US. Saved $400 million for client in US taxes on one transaction

Biomatrix Corporation – 4/2003-7/2004

Hired as Controller and CFO during merger with Genzyme Biosurgery. Assisted with merger integration between the 2 pharmaceutical companies

Beecher Gazelle Fund – 4/2002-3/2003

Functioned as CFO. Re-orchestrated financial reporting platform, reducing reporting timeline from 30 days to one day

JP Morgan Chase – 9/2001-3/2002

Hired as consultant to reconcile over $62 billion in accounting differentials following 9/11

Goldman Sachs & Co. - 8/2001-9/2001

Hired as consultant for problem prevention for middle management. Performed and completed in-depth TIC, FRB, SEC and CFTC filings (10-K, 10-Q, D.DOC, etc)

Ansell Heathcare- 7/1990-12/1990

Hired as Special Assistant to the CFO for this healthcare company as they went through their IPO. Also helped NYSE listing and selected Specialist, Registrar & Transfer Agent.

HealthNet, Inc.- 1/1989-6/1990

CFO. Created new integrated platform for financial operations following five major acquisitions within one year for this managed healthcare operation

Smaller consulting projects include Cook & Dunn Paints – CFO (8/2004-8/2005), Bionic Trading Systems (8/2011-12/2012), Finest Coins (1/2011-5/2015) and others. Applied Financial Management has also performed supporting services for larger firms such as Mellon Financial, J.P.Morgan, Goldman Sachs and Freddie Mac

OTHER MAJOR POSITIONS Held:

GUARANTEE GROUP of COMPANIES - Controller, Chief Financial Officer & Managing Partner 1980-1988

Mini-Conglomerate consisted of a combination of Retail Foodtown Supermarkets and Distribution Co., added the

Computing division with hardware and software divisions. An additional affiliate S & S GROUP became a Real Estate developer of retail strip centers and office buildings. The low cost Retailer and Distributor for stores in its Northern NJ operating area. Turned a break-even operation into a profitable operation within 3 years.

LOEB RHOADES & CO. - Vice President of Investments (Commodities and Futures) 1978-1979 Billion dollar Investment Banking firm. Hired to setup original futures and commodities branch in New Jersey. Responsible for transaction volume of $100 million. Some accounts under my control increased their equity ten times in value.

TOUCHE ROSS & CO. – Audit Manager-in-Charge of all Banks and Financial Services 1970-1978

International Accounting Firm. Recruited to expand Banking operations from Arthur Andersen & Co.

Built up a recognized client list of 39 Banks, Insurance Companies and Brokerage Houses from a base of 2 over an 8-year period.

Converted Banks to Bank Holding Companies and practiced before the Federal Reserve.

Helped new banks procure their Charters by preparing detailed business plans.

Developed in depth-SEC & Tax practice and consulted with banks on Strategic Planning.

Developed and refined Cash Management and Treasury operations to reduce float.

Experienced with Trading Desk operations in Metals, Currencies, Derivatives, Stock Indexes, Interest rates and Arbitrage markets.

Setup and monitored Corporate and Correspondent Banking relationship functions.

Setup REO and Loan Workout departments while monitored Asset and Liability Management functions.

Audited major clients in Retailing, Trucking and Real Estate industries.

Took 3 companies public in Real Estate and Banking.

Major clients included Midlantic Banks,, Prudential Insurance, Summit Banks, N.J. Life, APA Trucking, Hudson-United Banks, Berg Enterprises, Margaretten, N.J. National.

Successfully trained audit professionals while a Managing Director of Deloitte & Touche. Taught accounting for MBA’s at Fairleigh Dickinson University.

ARTHUR ANDERSEN & CO. - Senior Auditor and Management Consultant 1967-1970

International Professional Services Firm. Hired out of college for various audit and consulting engagements.

Excellent training program served as a solid foundation throughout my career.

Major clients included C.R. Bard, Elizabethtown Gas, N.J. Bank, Unifund Leasing, ITT units, BlackWatch Farms, Berles Carton, UOP Chemical, Sun Chemical.

EDUCATION and CREDITS:

BS - Accounting, Fairleigh Dickinson University Top 10% of class 3.0

GPR Honors List

CPA license .Tennis, Racquetball & Chess Lieutenant in US Army

MEMBER: American Institute of CPA's New Jersey Society of CPA’s Financial Executives Institute

Instructor for the MBA Accounting Program at Fairleigh Dickinson University – Teaneck Campus 1968 and 1969



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