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Chief Financial Officer, Controller, Director, Consultant

Cherry Hill, New Jersey, United States
September 20, 2018

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Leader Visionary Strategist Analyst Expense Reduction Process Improvement

Outstanding cross-functional competence in accounting, operations, customer service, purchasing, human resources, finance, marketing, sales, information technology and production. Expertise in expense reduction, process improvement and minimizing bureaucracy. Passionate about mentoring and training. Collaborative management style. Cultivate models and find creative solutions for solving difficult problems. Work to make everyone's job easier. Calm and cool in crisis.

MBA. Extensive business management consulting education, certification and experience. Microsoft Excel, QuickBooks, Sage and proprietary software comprehension. LinkedIn:

“Proven executive-level leader obsessed with excellence and being the best in every endeavor.”



Security Resources, Inc. (Contract) – Cherry Hill, New Jersey 03/2017 – 05/2018

Industry: Security Guard Employer and Broker

Worked with CFO in turnaround situation improving accounting department and systems.

Reorganize controller position for efficiency.

Update and review 2016 entries.

Assist with past due and incomplete 2016 financial statements.

Update and complete reconciliations for audit.

Work with vendor of cloud-based ERP accounting system isolating fixes and to improve workflow.

Financial Consultant

Independent Management Consultant – Cherry Hill, New Jersey 07/2015 – 03/2017

Industry: Management and Financial Consulting

Financial consultant on a part-time temporary basis for a variety of companies. Scope of work includes setup and maintenance of financial systems and design and improvement of process flows. Produce and rework budgets and assist with ongoing projects and financial management needs. Planned business relocation strategies due to eminent domain issue. Worked on funding alternatives and capital acquisition.

Chief Financial Officer

Truss Ops, LLC/Panel Truss Texas, Inc. – Henderson, Texas 07/2014 – 01/2015

Industry: Manufacturing and Construction

Key employee for this 9-location building component manufacturer.

Planning: Assisted in formulating the company's future direction. Managed the capital request and budgeting processes. Developed performance measures that supported the company's strategic direction.

Operations: Responsible for performance of staff within four functional areas:

oFinancial Management – Streamlined accounts payable by implementing systems saving 25% of employee time. Developed perpetual inventory system procedures that reduced errors and realized 10% inventory cost savings. Planned for ways to simplify ineffective accounting systems. Isolated $40,000 cost savings through changing payroll provider and systems.

oHuman Resources Management – Structured and centralized duties of 10 direct-report employees. Created employee job descriptions. Saved $12,000 by producing in-house employee manual. Created company organization chart. Restructured benefits and implemented health savings accounts for employees.

oRisk Management – Oversight of department that saved $36,000 by introducing new interstate trucking program. Cost savings through updated safety programs that reduced fees and fines.

oOffice Management – Improved office efficiency by adding updated office equipment, changing supplies ordering process and directing office flow for better productivity.

Third Party Oversight: Legal, Tax, Banking, Payroll, Sales Tax, Health Insurance & Liability Insurance.

Finance Manager

Congregation M’kor Shalom – Cherry Hill, New Jersey 05/2008 – 07/2014

Industry: Nonprofit

Planned, directed and coordinated all finance and accounting operational functions. Advised and collaborated with the Executive Director, Treasurer and President of the congregation.

Saved nearly $100,000 during tenure by renegotiating leases, changing credit card processor, updating vendors and refining previously executed deals.

Reorganized and improved accounting systems that resulted in 50% time savings.

Coordinated activities of external auditors with few adjustments needed.


Account Executive

Robert Half Management Resources – Mount Laurel, New Jersey 12/2007 – 04/2008

Industry: Financial Recruiting

Senior Business Analyst

International Profit Associates (IPA) – Buffalo Grove, Illinois 09/2007 – 12/2007

Industry: Business Evaluation and Consulting

Branch Manager

Commerce Bank, NA – Cherry Hill, New Jersey 04/2005 – 09/2007

Industry: Banking

Business Management Advisor

Alex Kasich & Associates – Audubon, Pennsylvania 09/2003 – 12/2004

Industry: Small Business Consulting

Chief Operating Officer

Dental Organization for Conscious Sedation, LLC – Norristown, Pennsylvania 05/2003 – 08/2003

Industry: Association Membership and Healthcare


Drs. Fine, Hoffman & Packer, LLC – Eugene, Oregon 12/1999 – 05/2003

Industry: Healthcare Medical Practice

Director of Finance

Eugene Hearing & Speech Center – Eugene, Oregon 03/1998 – 11/1999

Industry: Nonprofit Healthcare Agency

Commercial Salesman

Joe Romania Chevrolet – Eugene, Oregon 07/1997 – 02/1998

Industry: Automotive

Chief Executive Officer & President

Alexander Enterprises – Eugene, Oregon 11/1995 – 06/1997

Industry: Import/Export

Established this export trading company engaged in buying and reselling industrial and consumer products from Canada and the United States for export to the Russian Federation and Eastern Europe.

Negotiated exclusive contracts for two different products for export to Russia.

Prepared cost analyses and researched products and vendors for determining product export feasibility.

Managed relationships with vendors and primary Russian and Canadian partners.

Chief Executive Officer & President

Image Enhancement Group, Inc. – Eugene, Oregon 10/1985 – 10/1995

Industry: Manufacturing, Apparel/Textiles and Promotional Product Advertising

Originated this imprinted apparel and promotional product business with an initial $5,000 investment, rapidly achieving sales of over $1 million and sales volumes exceeding industry norms.

Negotiated the acquisition and merger of a competitor, Specialty Emblems.

Launched licensing and direct mail sales campaign for 1995 Rose Bowl promotional designs. Marketed 1995 Rose Bowl t-shirt design judged as best design by Rose Bowl Committee.

Established four divisions: Screen Printing, Embroidery, Advertising Specialties and Graphic Design.

Developed commercial, industrial, consumer, government, fundraising, and sports markets.

Negotiated, reviewed and composed city, state, and federal government contracts.

Structured and streamlined unique "on time" purchasing system.


Professional Distance Runner

Athletics West and Nike, Inc. – Eugene, Oregon 10/1978 – 10/1986

Industry: Sports and Entertainment

Represented Nike, Inc. as a member of their elite track and field club, Athletics West. Competed at national and international levels in cross-country, track and field and road racing and was a 3-time Olympic Trials Qualifier.

Set American Record at 30 Kilometers in 1982, 1:33:56.

Earned a 9th place finish (3rd American) at the 1981 New York City Marathon with a time of 2:13:19.

National Champion, AAU 15 Kilometer Road Race Championships, 1978.

National Champion, USTFF Cross Country Championships, 1975.

NCAA All American, NCAA University Cross Country Championships, 1975.

Served as a Product Consultant to Nike, Inc. Advised on footwear and apparel development.


West Virginia University, Morgantown, West Virginia

Master of Business Administration (MBA) – 1978 – Business Management

Bachelor of Science in Business Administration (BSBAd) – 1976 – Accounting

Banking, consulting and business seminars along with continuing education.

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