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.
Sincerely,
Mark
Mark H. Feldman, CPA
24 Hancock Court
South Setauket, NY 11720-4611
(M) 516-***-****
(E) ac7gre@r.postjobfree.com
Mark H. Feldman, CPA
24 Hancock Court, South Setauket, New York 11720-4611
ac7gre@r.postjobfree.com linkedin.com/in/mark-h-feldman-1071b24/
[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
Education
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