EXECUTIVE LEADERSHIP
Inclusive leader with an entrepreneurial can-do attitude, with firmly planted pragmatism - A highly effective management style promoting a shared vision and positive working relationships - Exceptional ability to resolve complex business challenges and attain peak levels of performance. Intellectually aggressive, with a track record for identifying core business problems, and setting strategic direction based upon competencies of the organization and opportunities.
CORE COMPETENCIES
● Controlling and reducing costs ● Growing revenue and margins and increasing profitability ● Establishing and executing strategic operating plans to create growth and value ● General operating and P & L management ● Public and private capital raising ● SEC, US GAAP, IFRS and Sarbanes-Oxley reporting and compliance ● Public company CFO ● Board and investor level interaction ● Negotiating credit and leasing facilities ● Treasury and cash management ● Mergers and acquisitions ● Revenue recognition and lease accounting initiatives ● Mergers and acquisitions.
PROFESSIONAL EXPERIENCE
CONSULTANT 2017 to Present
Resources Global Professionals, New York, New York 2003 to 2012
Performed key senior financial roles working closely with senior executives leading and executing initiatives with revenues ranging from $100 million to $5 billion to include but not limited to mergers and acquisitions, interim CFO, Controller and Treasurer, International operations, start-ups, IPOs, banking, US GAAP and SEC compliance and reporting, ERP systems implementation, Sarbanes-Oxley compliance and remediation and board of directors and shareholder level financial presentations for companies including Citigroup (Banking), The New York Mercantile Exchange (Commodities trading software platform and Exchange), Inter-public Group (Advertising), ADP (Software and services), Cantor Fitzgerald-e-Speed (Brokerage software and Trading), Catalent (Pharmaceutical), Rockwood International (Chemical manufacturer), a $15 billion Hedge Fund and Wyndham Worldwide (Hotel Franchisor and Vacation Ownership).
DIRECTOR OF MERGERS AND ACQUISITIONS 2012 to 2017
CORPORATE TREASURER
CORPORATE CONTROLLER
RailWorks Corporation, New York, New York
A $700 million private equity owned provider of track and transit systems, maintenance and construction services with operations in the US and Canada
As Corporate Treasurer, managing $110 million syndicated credit facility to include $50 million term loan and $60 million revolver, interest rate swaps, currency hedging, cash management and forecasting - Leading the negotiations for $50 million of equipment leasing credit lines with multiple financial institutions - Managing relationships with banking syndication
As Corporate Controller, managing corporate controller's department, accounting policy, financial reporting and board of director presentations, business planning and analysis, acquisition due diligence and negotiations - Working closely with executive management and board of directors on tactical and strategic initiatives. Led and implemented the new accounting standards for revenue recognition and leasing
As ERP Project Manager, leading the design, implementation and conversion of the Company's worldwide ERP System- J.D. Edwards.
SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER 2000 to 2003
U.S. Wireless Data, New York, New York
As Chief Financial Officer established accounting and administrative infrastructure to include systems and financial controls implementation and acquisition integrations for a NASDAQ listed wireless software company. Led treasury, investor relations, tax, SEC reporting, human resources, IT, accounting and business planning - Leading quarterly investor conference calls and board of director’s meetings
VICE PRESIDENT AND CHIEF FINANCIAL OFFICER 1996 to 2000
Graphic Systems Group, New York, New York
Providing digital imaging, Internet Web page design, site hosting and electronic commerce, large format printing and image archiving for large corporate customers - Average annual sales growth of over 50% in each of the last three years – Financial executive responsible for strategic planning, finance, bank and investor relations, administration, human resources, treasury, acquisitions and accounting, during start-up and high growth stages.
PRESIDENT AND CHIEF OPERATING OFFICER –CANADA 1988 to 1996
VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - NORTH AMERICA
VICE PRESIDENT AND CHIEF FINANCIAL OFFICER – US
CORPORATE CONTROLLER – US
Gestetner Corporation Greenwich, CT and Toronto, Canada
(Acquired by Ricoh in 1995)
As President and Chief Operating Officer for a $150 million Canadian Division of a $1.5 billion international company with 1,000 employees - Acquiring two competitors to produce the second largest office equipment company in Canada - Integrating headquarters, financial operations, warehousing and service and sales across Canada
As Chief Financial Officer for the North American operations, restructuring, automating financial and administrative operations in the U.S., Canada and Mexico for this $350 million division – Leading a successful $80 million international institutional private debt placement, a $50 million capital financing, a 25% reduction in interest costs and a major reduction in short-term debt - Leading international treasury, tax, human resources, IT, controller and business planning and intelligence
As Controller and later promoted to Chief Financial Officer of the US subsidiary, creating the strategies, defining the action plans and leading the successful turnaround for this $150 million US division of a $1.5 billion office equipment retailer, distributor and services company. Leading treasury, tax, human resources, IT, accounting and business planning
ASSISTANT TREASURER 1983 to 1988
DIRECTOR OF ACCOUNTING
MANAGER OF ACCOUNTING
Savin Corporation, Stamford, CT
(Acquired by Ricoh)
$350 million publicly held office equipment Distributor/service Company with 1,300 employees in the U.S. and Canada.
As Assistant Treasurer, leading shareholders’ relations, risk management, managing a $50 million bank line and a $50 million leasing line.
As Director of Accounting, leading over 100 financial professionals in accounting, and administrative operations
CORPORATE ACCOUNTING MANAGER 1980 to 1983
Warner AMEX Satellite Entertainment Group, New York, New York
A cable and pay TV joint venture of American Express and Warner Communications (Time Warner)
EDUCATION:
State University of New York
Bachelors of Science in Accounting
INFORMATION TECHNOLOGY:
JD Edwards, Hyperion Enterprise, HFM, Great Plains, Microsoft Dynamics, Oracle, Word, PowerPoint, Excel,
AFFILIATIONS:
American Institute of Certified Public Accountants
American Management Association
Financial Executive Networking Group