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Experienced CPA/CFO/Controller

Setauket- East Setauket, New York, 11720, United States
open and negotiable
February 01, 2018

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Mark H. Feldman, CPA

** ******* *****, *. ********, NY 11720-4611

[M] 516-***-**** [H] 631-***-****

Controller/Chief Financial Officer

Experienced, savvy, hands-on accounting and finance professional; a proven leader who works closely with the company's ownership and C-level executives; establishes, improves and maintains financial accounting policies and procedures, systems of internal controls and timely financial reporting; keen ability to analyze data to measure the company's revenues, expenses, margins and asset utilization; adept at raising capital, evaluating M&A opportunities, and administering due diligence procedures; progressive career, spanning both public accounting and corporate financial management roles

Professional Experience

Independent Consultant 2016 – present

Per diem CPA providing accounting, taxation and consulting services for privately owned businesses and court appointed guardianships; assignments include audits, compilations and reviews, write-ups, as well as corporation, partnership and personal income tax return preparation

Reliance Communications, LLC, Hauppauge, New York 2010 – 2016

Chief Financial Officer

National distributor of cellular handsets and accessories for a tier-one U.S. carrier; hired during the startup period; revenues grew from $71MM to $700MM over a four year span; employment grew from 25 to 350 associates during that same time period

Key support of the CEO, supplying timely financial statements and numerous detailed data analytics on a regular basis

Preparation and periodic update of budgets, forecasts and financial projections

Researched, selected and negotiated $25MM, 57MM and $90MM Asset Based Line of Credit facilities with various banks and other lenders

Management of the Finance, Credit, Procurement and Human Resources functions; 14 direct reports

Primary liaison to the company's bankers, lenders, commercial and credit insurers, external auditors, tax advisors, legal counsel, along with key customers and suppliers

Led the team in research of, and migration to, SAP Business One ERP suite

Key player in all Mergers and Acquisition initiatives; designed, implemented and executed due diligence procedures; led successful acquisition of 400 employee company; evaluated other potential mergers; advised the CEO of findings and recommendations

Franklin First Financial, Ltd, Melville, New York 2006 – 2010

Chief Financial Officer

Multi-state Mortgage Banker; $520MM annual closed loan volume in most recent fiscal year

Responsible for Accounting, Human Resources and Information Technology functions; 10 direct reports

Replaced the existing accounting system with Accounting For Mortgage Bankers, a well-known industry specific software platform; created a branch reporting structure; established branch and loan level accounting procedures

Established formal monthly financial reporting procedures with owner, warehouse lenders, regulatory agencies and investors

Worked closely with the company’s independent CPA firm to complete the annual financial audit on time and under budget by providing the highest levels of client assistance and support, resulting in reduced external audit fees

Mark H. Feldman, CPA Page 2

Continental Home Loans, Inc, Melville, New York 2001 – 2006

Controller and Chief Financial Officer

Former division of a publicly held depository financial institution; $350MM annual loan volume

Hired as Controller, subsequently promoted to Chief Financial Officer; 6 direct reports

Established formal financial reporting procedures and work papers, including the design and implementation of a detailed financial analysis package, with presentation to the executive group and parent entities on a monthly basis

Created financial forecasts for multiple profit centers and detailed operating budgets for thirty five departments; export of budget data with a custom interface to the general ledger accounting software package

Utilized Oracle-based accounting software to design and implement a variety of reports and analyses for local and parent company management groups

Designed and authored Accounting Policies and Procedures Manual and Electronic Spread Sheet Control System as required by Sarbanes-Oxley Section 404

Other Relatable Experience

TAM Equity Corp, Syosset, New York

Controller and Treasurer

New York Building Products, Inc, Hollis, New York


Ernst & Young, LLP, Melville, New York

Audit Manager

KPMG, LLP Jericho, New York

Audit Senior

Kass, Goldberg & Company, CPAs Roslyn Heights, New York

Junior and Senior Accountant


Bachelor of Science Degree in Accounting

The State University of New York College at Oswego

Professional Affiliations

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Systems and Other Skills

SAP Business One, Microsoft Dynamics GP, Sage, MAS 90, ACCPAC, Accounting for Mortgage Bankers, Intuit ProSeries, QuickBooks Enterprise, Microsoft Office

Ability to prepare Federal and State Corporation, Partnership and Individual income tax returns; payroll and sales tax returns, administration and compliance, information return preparation

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