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Accounting Financial

Norwalk, Connecticut, United States
November 15, 2017

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** ********, *******, ** 203-***-****


Expert in: Budgeting & Forecasting, Financial, IT & Tax Management ~ Financial Statement Preparation ~ Operations CORE COMPETENCIES

Productivity & Performance Improvements ~ Profitability Reporting ~ Financial Statement Analysis ~ Footnote Disclosures IT & Software Evaluation~ Strategic & Budget Planning ~ COSO Risk Assessment ~ Team Development & Leadership Tax Planning & Preparation ~ Capital Investments ~ Operational Analytics ~ Organization & Communication PROFESSIONAL EXPERIENCE


Startup Non-profit Model Developer of Evidence Based Home Visiting Psychological Intervention for Reduction of Child Parent Environmental Stressors

CFO January, 2015 - December, 2016

Key Achievements

§ Established internal controls, expense control policies and procedures, compliance with OMB Uniform Guidance

§ Evaluated, negotiated lease terms, agreed on build out, planned and executed headquarter relocation.

§ Directed IT. Maintained cloud-based IT infrastructure. Evaluated and installed MIP Fund Accounting system, Office 365, and created financial statement formats, budget vs. actual reporting

§ Forecasting and financial planning models of grant, governmental, and fee revenue, variable and indirect unit costing AMERICAN ACADEMY OF DRAMATIC ARTS, New York, NY February, 2011 - November, 2014 Performing Arts


Directed IT for LA & NY campuses. Simplified accounting methods and chart of accounts under Great Plains to gain efficiency. Shortened reporting cycle from 45 to 30 days. Spearheaded $1.5 million evaluation, replacement, and financing of new telephone system, IT infrastructure, and major capital improvements. Led a team of 6 direct reports. Leveraged broad experience to enable re-financing of $12 million LA campus facility. Reviewed and recommendation for changes to 401(k) plan design and sponsor.. Presented financial statements to Board of Trustees. Responsible for annual audit, risk assessment, costing studies, strategic planning. Review and implementing all insurance policies. Prepared Forms 990 and 5500.

Key Achievements

§ Thorough analysis of operations, established expense controls, and achieved $1 Million profit in one year from prior year losses of

($250,000) in 2010 and ($950,000) in 2009.

§ Multi-year cash and accrual based budget projections to utilize cash efficiently and plan for various initiatives.

§ Achieved $1.7 million-dollar surplus cash position and stopped practice of funding expenses through Endowment Fund distributions.

§ Compliance with DOE regulations, OMB A-133 audit, and A-122 and A-110 regulations.

§ Established credit collection policies and use of collection agencies.

§ Established 3 bid policy for all RFPs.

COUNCIL ON ACCREDITATION, New York, NY July, 2004 – January, 2010 International social service accreditation agency. CFO

Leveraged broad competencies in financial management and operations to lead the strategic planning initiatives that supported organizational goals. Created product line management profitability reporting as well as pricing/costing models for new products and services. Tax planning for regional employees to minimize state/local nexus, prepared 990, 5500, UBT review, excess benefit planning, and state/local return filing. Led a team of direct reports, including the Controller and staff accountants. Consistently analyzed KPIs, daily cash flow analyses,

$7M working capital investments and endowment fund. Collaborated with COO and department directors to prepare annual budget. Provided monthly analysis of budget vs. actual performance, prepared financial statements, footnote disclosures and operational analytics for monthly review by CEO, Treasurer and Finance Committee and for semi-annual review by Audit Committee. Responsible for federal grant accounting, annual insurance evaluation and implementation direction, COSO risk assessment and costing studies. Key Achievements

§ Co-designed and directed IT network overhaul.

§ Provided costing/pricing modeling and revenue management for $5.2M Department of Defense Contract, $2M Hague Adoption initiative

§ Implemented internal controls, created an accounting manual of procedures and implemented SOX well as the After-School start-up initiative and negotiated contracts resulting in $100K savings in annual operating costs. Compliance with OMB A-133, A-110, and A-122 regulations.

§ Established credit collection policies and procedures reducing over 180-day aging from 15% to 7%

§ Saved $500K through creation and implementation of performance-based, rolling, and zero-based budgeting techniques and instituted a

$1M+ reduction in operating costs through department consolidation/elimination and program function outsourcing. JOHN POLSKY, CPA, CGMA PAGE TWO

LIGHTHOUSE INTERNATIONAL, New York, NY August, 2002 – April, 2004 International provider/distributor of medical, ophthalmologic, and optometric supplies for the visually impaired. Director of Finance

Created financial and budget templates and prepared monthly financial statements. 990 preparation, UBT, state/local tax preparation, tax research on nexus from fundraising activities in numerous states. Supervised Californian and New York staff. Consistently provided daily cash flow reports to CEO. Evaluated and analyzed budget vs. actual variances. Fully responsible for annual budget preparation. Conducted scenario modeling to restore profitability and presented financial results to Board of Trustees.

§ Achieved a small profit after 2 years of cutting expenses after years of million dollar losses.

§ Installed Great Plains accounting software and established new segmented chart of accounts.

§ Reduced operating costs by $750K through automated distribution/billing for $7M inventory product distribution. ARTHUR ANDERSEN, LLP, New York, NY January, 2000 - May, 2002 International audit/consulting firm.

Senior Manager

Specialized in hedge funds, private equity, and fund of funds entities. Prepared corporate, partnership, LLC, foreign and individual tax returns while leading and supervising a team of 10. Researched client accounting and tax compliance issues and recommended optimal entity structures and transactional planning techniques.

§ Proffered due diligence study equivalent to $1M consultation fee on Tyco purchase of CIT Financial focusing on efficacy of tax benefit valuations.

§ Generated $250K through new client consultation. PREVIOUS EXPERIENCE

ELECTRONIC DEVELOPMENT LABS, INC., Danville, VA March, 1994 – December, 1999 International manufacturer of temperature-measuring instrumentation. CFO/Controller

§ Supervised six-person accounting department staff in A/P, A/R, closing and sales.

§ Prepared monthly/annual consolidated financial statements, 1120 preparation, state/local tax filings, costing studies and cash flow projections.

§ Reduced expenses by improving internal controls through changes in workflow methodologies. AVNET, INC., Great Neck, NY October, 1987 – February, 1994 International distributor of electronic components. Director of Tax

§ Supervised 13-person tax department, including 4 managers and 9 staff, directed monthly tax provision preparation for interim financial statements and designed tax models implemented as standard evaluation method for changes.

§ Conserved $10M+ in taxes through preservation of net operating loss carry-overs and protected $15M of tax loss carry-overs through providing sound and strategic advice on foreign subsidiary acquisition.

§ Evaluated and installed tax return systems for federal, state/local, and international entities, collaborated with law and accounting department on global distributorship acquisitions/divestitures tax issues and prepared monthly/quarterly/annual tax returns for federal/state/local income, property and sales tax. EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Science in Accounting, Fairleigh Dickinson University, Teaneck, New Jersey Professional Certificates in Financial Planning & Software Development, New York University, New York, New York American Institute of CPAs/NY State Society of CPAs – 40 Continuing Education Credits Annually Professional Certificate – Certificate in C Programming, Columbia University, New York, New York TECHNICAL SKILLS

Operating Systems: Windows 10/8/7 64-bit, Vista 64-bit, XP Pro-64/32-bit, UNIX, Linux Applications/Tools: Quickbooks, MIP Fund Accounting conversion, creation of Chart of Accounts, MS Dynamics GP ERP, Sage Accpac ERP, Crystal Reports, CorpTax, ProSystem Fx, FastTax, Intuit ProSeries, RIA/Checkpoint, Peachtree, Excel, Word, Access, PowerPoint, Outlook, Visual Basic, Salesforce, Acrobat, Data extraction tools, Anti-Virus programs, Firewalls, Archiving, Imaging

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