WORK HISTORY
Total Outsourced Systems, LLC – Raleigh, NC 27703
Chief Financial Officer, 2015 – 2017
Restructured the Company’s finances and operations after the loss of a major client
oreduced expenses by approximately 40% without a significant degradation of client services.
orenegotiated leases and contracts with major vendors
oprepared daily, weekly, monthly and quarterly cash flow analysis and projections
Managed the bank relationship
Prepared analysis for potential buyers
Weber, Shapiro & Company LLP – Ramsey, New Jersey
Principal, Consulting Practice, 2008 – 2015, 2002 – 2005
Selected Contributions
Managed small cap consulting practice generating significant six figure revenues.
Introduced business & financial “best practices,” including financial and operational transparency, for a medium sized law firm, start-up print outsourcing company, a newspaper syndicate, a technology company, and a start-up toy company
Conducted training classes in business case development, cost/benefit analysis and ROI.
Sandberg & Sikorski Corp. – New York, New York
Executive Vice President, Business Strategy, 2005 – 2008
Restructured business operations and introduced business metrics, analysis, and reporting resulting in proactive decision-making, reduced operational costs, and increased productivity.
Nomura Global Financial Products, Inc. – New York, New York
Managing Director, CFO & Treasurer, 1990 – 2001
Functional positions included global CFO for Nomura’s fixed income deriviative businesses and Product Group Controller for its U.S. based Asset Management Division.
ABN Bank, NV – New York, New York
Vice President, Treasury Business Management, 1989 – 1990
Irving Trust Co. – New York, New York
Vice President, Treasury Business Management, 1986 – 1989
The Chase Manhattan Bank, N.A. – New York, New York
Vice President, Director of Global Derivative Operations, 1980 – 1986
Deloitte – New York, New York
Senior Auditor, 1976 – 1980
LICENSE
Certified Public Accountant (CPA) - inactive
EDUCATION
New York University, Stern School of Business – MBA Candidate
All course work completed except for thesis.
Bernard Baruch College of the City University of N.Y. – BBA