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Experienced CPA

South Setauket, NY
open and negotiable
October 22, 2018

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Mark H. Feldman

Certified Public Accountant

** ******* *****

South Setauket, NY 11720-4611

(516) 459 – 8582

Dear Hiring Manager,

I am a highly experienced CPA with seven years of public accounting experience. I started my career with a small CPA firm, and then spent six years with the audit group of two of the Big 4 firms. That being said, I have been preparing personal, corporation, partnership, and fiduciary income tax returns for 30 years, and I am also extremely well versed in such areas as payroll, payroll tax returns, and sales tax returns. Furthermore, I have many years of experience handling tax correspondence and audits, dealing with the Internal Revenue Service, the New York State Department of Taxation and Finance, etc. As far as systems are concerned, I use QuickBooks for write-ups and ProSeries for income tax return preparation (I have also used Lacerte recently, and am quite confident that I can quickly pick up Ultra Tax, Pro System FX, Drake, etc., if necessary).

Finally, please be advised that I am looking for 2-3 days per week, as I have other commitments that account for roughly 2 days other of the work week. That being said, I am not one to walk out the door at 5:00 if facing a deadline or if there is time-sensitive work-in-process that must be completed the same day.

Thank you for your consideration, I look forward to hearing back from you.



Mark H. Feldman, CPA

24 Hancock Court

South Setauket, NY 11720-4611

(M) 516-***-****


Mark H. Feldman, CPA

24 Hancock Court, South Setauket, New York 11720-4611

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

Executive Summary

Highly experienced, polished, and confident hands-on accounting and finance professional; a proven leader and mentor who works closely with the company's owners and C-level executives; establishes, improves and maintains best in practice financial accounting policies and procedures, systems of internal controls, and timely and accurate financial reporting; keen ability to analyze data to assess the company's revenue, expense, margin, and asset utilization trends; adept at raising capital, evaluating merger and acquisition opportunities, and designing and executing due diligence programs and procedures; progressive career, spanning both public accounting and corporate financial management roles

Professional Experience

Mark H. Feldman, CPA, South Setauket, New York 2016 – Present

Independent Consultant

Knowledgeable and diversified CPA, providing accounting, taxation, and consulting services for privately owned businesses and individuals; engagements include audits, limited reviews, compilations and write-ups, corporation, partnership, fiduciary and personal income tax return preparation, court appointed guardianship accounting

Assisting business owners in evaluating potential mergers, acquisitions, and joint ventures

Working with banks and other lenders to assist clients in obtaining loans and lines of credit; preparation of submission packages with historical and pro forma financial data

Analyzing internal systems, processes, and controls to identify potential weaknesses, and to design and implement corrective measures and improvements

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

Chief Financial Officer

National distributor of cellular handsets and accessories for a tier-one wireless 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 the same time period

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, 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, the SAP Business One ERP suite

Key player in all merger 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 the Accounting, Human Resources and Information Technology departments; 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 and reports for the use and benefit of the company's 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

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 GL software package

Utilized Oracle-based accounting software to design and implement a variety of custom 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 - Controller

Big Four and Other Public Accounting Firm Experience

Ernst & Young, LLP, Melville, New York - Audit Manager

KPMG, LLP, Jericho, New York - Audit Senior

Kass, Goldberg & Company, CPAs, Roslyn Heights, New York - Senior Staff Accountant


Bachelor of Science Degree in Accounting

The State University of New York College at Oswego

Completing 40 or more hours of Continuing Professional Education seminars each year

Professional Affiliations

Member, American Institute of Certified Public Accountants

Member, New York State Society of Certified Public Accountants

Systems and Additional Skills

SAP Business One, Megasys TNL, Oracle Business Intelligence Discoverer, Microsoft Dynamics GP, Sage 100, MAS 90, ACCPAC, Accounting for Mortgage Bankers, Lacerte, Intuit ProSeries, QuickBooks (Desktop, Enterprise) Microsoft Excel (Pivot Tables and V/H Lookups), Word and Outlook, Accountants World, OfficeTools Work Space

Proficient in the preparation of Federal and State Corporation, Partnership, Fiduciary and Individual income tax returns, payroll, sales tax, and information returns; IRS and State tax administration and compliance; in-depth knowledge of Human Resources, including payroll processing, Wage and Hour Law, Employee Benefits and Retirement Plans

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