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Accounting Manager

Congers, NY
March 29, 2018

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** *** ******, ********, ** ****4 845-***-****


Member: AICPA and The New York State Society of CPA’s, Family Offices Group industrial association

Experienced, multi-disciplinary financial executive specializing in managing accounting, people and functions:

-Promotes productivity to achieve the goals and objectives of the organization.

-Encourages “doing the right thing” when dealing with others in the firm, customers and clients, and outside vendors and suppliers.

-Organizes, sets priorities, hires the right people and sees that they are trained to succeed.

-Manages investments and outside investment managers.

-Works well with outside professionals such as tax accountants, attorneys and personal financial planners.

Career Summary

Securities Associates, Inc. Executive VP Performed in multiple roles for the family office and its Registered Investment Advisory (RIA) firm:

-Managed the firm’s $25MM investment limited partnership and individual portfolios of high net worth clients.

-Served as CFO, COO and Chief Compliance Officer.

-Hired and managed a focused and disciplined team to do all the accounting in-house, including the partnership accounting and client reporting.

-Managed the relationships with outside experts in accounting and auditing, taxes, estates and trusts, brokers and custodians, realtors and bankers.

-Maintained relationships with clients and investors and provided the services and reports they required.

-Served on the Investment Committee and helped develop techniques to determine what and when to make investments as well as when to exit, such as in 1987 before “Black Monday”.

-Served as the financial advisor to the Equity Committee in a public company bankruptcy proceeding due to an investment made by a client.

The Center For Humanities, Inc. President, CFO and COO

-Started as Controller to create and manage an accounting department.

-Was authorized to find and initiate an on-line, real-time in-house data management system at a time when such systems were not in common use. The system replaced the extremely costly service bureau used by the company for only some of its needs, while fully integrating all aspects of the company’s business.

-Responsible for management of all personnel in accounting, personnel, payroll, budgeting and warehousing, as well as overall responsibility for personnel and functions in Editorial and Marketing.

-Major participant in the acquisition of a company of comparable size. Assisted the Board in making the decision, helped negotiations with the bank to provide better terms than originally proposed. Achieved what my projections had indicated resulting in the loan being paid back much sooner than required.

Parents’ Magazine Enterprises, Inc. Assistant Controller and Budget Director

Eisner & Lubin, CPAs U.S. Army Reserve

Baruch College of the City University of New York, BBA (honors)

Accounting major, President of Chapter of Beta Alpha Psi, the National Honorary Accounting Fraternity, member of the Accounting Society and Editor-in-Chief of the Accounting Forum magazine.

Personal Profile: In my free time, I enjoy playing trumpet for personal enjoyment with noted jazz artists..

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