Sign in

Manager Financial

New York City, New York, United States
May 11, 2019

Contact this candidate



** **** **** ****** 516-***-****

New York, NY 10023 e-mail:


Financial professional with progressive and broad financial responsibilities in diversified companies. Proven problem solver with a solid record of cost saving and income producing procedures. Strong analytical, strategic planning and accounting skills. Able to achieve significant results in the following areas:

Strategic Planning Federal & State Taxation & Planning

Mergers, Acquisitions & Divestitures Expense Control & Audit

IPOs and Road Shows Restructuring, Reengineering & Integration

Analysis, Budgets & Forecasts Forecasts & Projections

SEC Filings Staff Development & Human Resources

Systems Implementations Business Process


HTx Services LLC (former business unit of Citibank) 2015 – present Senior Vice President and Chief Financial Officer

Instrumental in spinning off the sale of the branch technology support business unit from Citibank to a private equity group.

Implemented systems including financial, inventory, ticketing and monitoring.

Prepare and file all tax filings in compliance with all tax authorities, including federal, state and local as well as tax planning.

Providing financial & operational input on critical strategic decision-making issues affecting the organization and developing strategies to steer the organization towards its goals.

Responsible for all financial processes including budgeting, financial reporting, cash management, risk & compliance, long range forecasting, payroll, human resources, IT and facilities. Execute and drive tax strategies on conjunction with external audit firm.

Delivering comprehensive management reporting packages including financial results, industry trends, metrics and KPIs.

Managing the company’s financial position and ensuring periodic reports on the financial stability, liquidity and growth.

Partner with Board of Directors to develop and implement strategies across the organization.

Long term budgetary planning and cost strategy in alignment with the organization’s strategic plan.

Provide strategic direction on financial and operational projections on revenues and costs across all disciplines. Citigroup/Citibank N.A. Enterprise Operations & Technology 2002 – 2015 SVP & Senior Business Manager Global Customer Operations

Implemented unit costing within the technology group in order to identify cost saving opportunities and efficiencies.

Budget and forecast preparation for North America/EMEA technology groups.

Financial responsibility for all hardware/software branch and back office technology for 135,000 customers. Responsible for the financial records for the North America Technology group.

Partnered with the Global tax group on tax strategies, federal, state and sales tax audits, minimizing tax exposure in various domestic and international markets.

Procurement for North America Campus and Branch Technology hardware and software including major capital projects and branch construction and builds.

Purchase/contract vendor agreement structuring and drafting, including resource vendors.

Analyze and recommend cost save opportunities through productivity and efficiency saves and resource planning.

Responsible for the preparation of the capital expenditure requests and analyzing their impact on forecasts.

Determine the feasibility of equipment refresh and their impact on the forecasts.

Manage and work with senior and corporate management teams on outsource and selling of business units or functions. Global Re:Sources (a subsidiary of Deloitte & Touche, LLP) 2000 – 2002 Senior Manager – Consulting - Resources Solutions

Practice specializing in new media, e-commerce companies, telecommunications and service providers, consumer, SaaS, industrial products, manufacturing & financial institutions.

Business integration and reorganization solutions for mergers & acquisitions. Divestitures of divisions and subsidiaries.

Restructure and streamline business process flows. Cost containment & reduction, revenue enhancements.

Pre & post deal evaluation, integration analysis, design & implementation.

Managed post acquisition/merger integration of distribution, manufacturing, human resources, finance & IT.

IPO filings, road shows and presentations. SEC filings including S-1, S-4, 10K and 10Q including tax provisions and footnotes Tadiran Electronic Industries, Inc., (U.S. Subsidiary Tadiran, Ltd) 1994 – 2000 Vice President, CFO and Corporate Secretary

Liaison for investor relations, development and maintenance on behalf of the parent company and the telecommunications subsidiary, which trade on the NYSE and NASDAQ, respectively.

Responsible for all financial, accounting, IT and Human Resource functions for the company's subsidiaries and divisions. Technical and accounting/finance support to divisions and subsidiaries. Restructured the corporate and subsidiary finance functions, resulting in savings of $2.4 million.

SEC filings and compliance, including S-1 and S-4 registrations and 10K, 10Q filings. Federal & state tax planning. Preparation of tax provisions, deferred tax and SEC filing footnotes.

Responsible for all federal and state tax issues, planning and compliance for all the U.S. subsidiaries..

Perform merger and acquisition analysis, due diligence, strategic planning, negotiations and projections on potential acquisitions and dispositions.

Actively involved in the successful IPO of the Telecommunications subsidiary which included road shows, presentations to potential private investors and investment bankers.

Point of contact for all operations including IT, Legal, Facilities, HR, Compliance & Risk and external audits. Comverse Government Systems (Verint Systems) 1991 – 1994 Controller

Established the finance/accounting department for two newly created subsidiaries.

Administered all accounting and financial activities. Implemented a new accounting software package and oversaw the integration of the software.

Involved in the merger and acquisition of a new subsidiary. Implemented policies, procedures and systems to integrate the new subsidiaries within Comverse.

Directly supported the project managers in all financial and contract management activities within, including pricing, budgets, planning, scheduling and reporting the development, delivery and performance.

Created monthly departmental and senior management reporting for monitoring, forecasting and expense control.

Oversaw banking and investment relations.

Performed the consolidations for the subsidiaries.

Responsible for facilities management and human resources functions. Western Precision Industries, Inc., 1988 – 1991

Director of Finance and Administration

Directed all functions of the Finance Department. Reengineered and streamlined organizational flow from order processing to product shipment, reducing order fulfillment by 3.7 days. American Bakeries Company, Inc. 1985 – 1988

Manager, Internal Audit

Developed and managed the internal audit group by designing and issuing overall audit policies and procedures, financial and operational audit programs, quarterly schedules and budgets. Identified major risk, exposure and control problem areas.

Worked with senior management in implementing cost containment programs and centralizing several regional functions resulting in $3.1 million in annual savings.

Norton Simon, Inc.

Manager, Corporate Internal Audit

American Home Foods, Inc.

Administrator, Cost Accounting

Arthur Andersen

Senior Auditor


Master of Science – Technology & Finance Management Stevens Institute of Technology

Bachelor of Arts - Accounting

City University of New York, Queens College, Flushing, New York

Contact this candidate