Versatile, goal oriented analyst with proven track record of success in the preparation and review
of financial data within diverse business environments. Strong “hands on” communicator with
clients, staff and colleagues. Proficient in helping employers recognize areas where cost savings
can be achieved.
Budgeting and Forecasting (incl. L/R)
Accounting Operations and Management
Cost Containment / Overhead Control
Business Unit Liaison
Consulting Assignments, NY 2007-Present
Review of U.S. Laws (Social Security, Public Health, etc.) for legal publishing company to assure accuracy and completeness; this involves the review of existing US laws that were previously enacted as well as newer laws that have been substantially amended.
The results become part of the US laws, and several large clients have periodic reviews of data for private purposes. I have been involved for the last six years.
Consulting with a small estate-sale company; responsibilities include sales and product evaluation including research on large value items. This has been over the past 10 years.
DirecTV (Latin America), New York, NY
Accounting Specialist 2005-2007
Full charge of accounting operations: All Profit and Loss & Balance Sheets, journal entries, accounts payable, asset review, intercompany accounting and reconciliations for group of Florida based companies as well as selected banking and tax subsidiaries.
Prepared “black book” financial statements; provided Hyperion Upstream data to consolidations group; served as liaison with corporate tax division for indicated entities.
Consulting Assignments, NY 2002-2005
Reviewed, audited and integrated legal charges from new acquisition for Pfizer Inc. Legal division involved the recapture of all related invoices and compared to general ledger records to insure full compliance with GAAP, as well as internal Pfizer inc. Legal division database.
Other assignments included management work with smaller local companies.
American Express Inc., New York, NY 1997-2002
Managed generation, analysis and reporting of all travel data for client (Morgan Stanley) via proprietary travel software.
Prepared monthly reporting package including standard reports (spend by airline, by location, by department) as well as specialized “custom reports” for client management.
Discovered contract opportunity with new carrier that would service under represented airports; new contract enacted by client saved company nearly $1 MM in first year.
Proactively consulted with client and AMEX management team to determine trends and investigate opportunities for savings.
Reviewed client airline contracts for adherence to financial and legal guidelines.
Served as liaison for AMEX credit card including for new accounts, road shows, overdrawn accounts and suspicious activity.
Halston Borghese Inc., New York, NY 1996-1997
Manager, Financial Planning and Analysis
Responsible for the review/comparison of monthly P&L results, sales forecasts, overhead budgets, operating plan projections.
Reviewed product marketing campaign expenditures; provided in-depth analysis of marketing portion of US financial statements.
Full charge/analysis of all NYHQ overhead expenses and marketing invoices.
Coordinated review of non-revenue inventory (gifts, testers, samples and displays).
Pfizer Inc., New York, NY 1980-1996
Senior Financial Manager – Consumer Health Care Group, 1994-1996
Senior Financial Marketing Manager – Consumer Health Care Group, 1992-1994
Financial Manager – Consumer Health Care Group, 1989-1992
Financial coordinator for New Business, Medical and Research business units; included business unit overhead budgets and potential external/internal new product opportunities (total $20 MM).
Created, analyzed and reviewed with management: Sales Administration, Field Force, Marketing and G&A group line item overhead budgets (total $45 MM).
Responsible for various portions of the divisional operating plan including long range goals, capital projects and corporate assessments; presented risk and opportunity assessment to management.
Performed analysis on operating plan/quarterly submissions and served as capital asset liaison with corporate group.
Advised managers on corporate policy issues.
Initiated tracking system to monitor timeline/financial impact of a new product opportunity across New Business, Medical and Research units; this resulted in a more efficient evaluation process for new projects.
Represented Consumer Health Care Group on multi-divisional task force involved in taking products from prescription status to over the counter (RX-OTC).
Senior Financial Analyst, Food Science Group 1985-1989
Performed analysis on operating plan/quarterly submissions and presented risk and opportunity assessment to management; analyzed plant manufacturing variances.
Staff Accountant, Corporate Controllers 1980-1985
Prepared and analyzed divisional Profit and Loss statements for two separate business unit groups.
Worked on quarterly and year-end financials for Corporate Annual Report.
St. John’s University – M.B.A. Finance
Software : Microsoft Excel, PowerPoint and Word.