David L. Stafford, CPA/ABV
email: ******@*****.***
Chief Financial Officer, Director of Finance, Director of Accounting
Financial executive possessing diversified and extensive experience across multiple industries and
environments seeking a leadership position in a growing organization.
Core Competencies
• •
GAAP and Financial Reporting Oral and Written Communication
• •
Budgeting and Planning Merger and Acquisition Due Diligence
• •
Strategic Analysis Financial Modeling
• •
Internal Control Business Valuation (ABV)
• •
Not-for-profit Accounting and Auditing Government Audit Standards (Yellow Book)
• •
Process Improvement Training and Development
_
Significant Accomplishments
• Developed $1+ million audit and consulting • Published author on accounting and financial
practice topics
• Responsible for quality control of $10+ • Public speaker on financial and economic topics
million audit, accounting and consulting
practice
• Prepared feasibility analysis leading to over • Developed and implemented training curriculum
$1 billion in client financing for audit, accounting and consulting practice
• Successful integration of client acquisitions • Wrote appeals for clients resulting in over $250
thousand in reimbursement savings
• Successful • Successful negotiation of business sales
integration of internal
acquisitions
_
Professional Experience
7/96 – 1/14 Mercadien, P.C., Certified Public Accountants/ The Mercadien Group, LLC, Hamilton, New Jersey
Equity Principal/Member of this $15 million diversified accounting and business consulting firm
Responsibilities included:
• Participate in the management of the organization, including long range strategic and near term
tactical planning
• Developed the firm’s senior housing practice, encompassing both consulting and annuity
engagements
• Provide leadership role in the search, review and analysis of merger targets
• Execution of business valuation engagements for estate planning, litigation and M&A
transactions
• Expert witness in a variety of litigation matters, reporting and testifying on economic and
valuation issues
• Lead the professional development of junior and senior staff through the development of
curriculum, the selection of course materials and teaching
David L. Stafford, CPA/ABV
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• Lead the assurance and quality control function, accountable for annual Internal Inspections, and
regular AICPA Peer Reviews and PCAOB inspections
• As Chair of the Assurance Group, developed and monitored work flow processes to ensure
quality and efficiency
• Responsive to the accounting, tax and consulting needs of a diverse client base; Industries
included senior living, social services, manufacturing, distribution and professional services
• Responsible for marketing and business development through networking, cultivation of referral
sources and direct marketing activities
• Participation in staff recruitment; development of position descriptions and interviewing
8/89 – 6/96 Zelenkofske, Axelrod & Company, Ltd., Jenkintown, Pennsylvania
Senior Manager at this large, regional public accounting and consulting firm. Responsibilities were
as the lead or second on a variety of feasibility study engagements, primarily in the senior housing
and long term care industry.
Prior
Experience Grant Thornton, Philadelphia, Pennsylvania
Supervisor through Manager
McMaster-Carr Supply Company, South Brunswick, New Jersey
Assistant Controller and Warehouse Manager
Arthur Andersen & Company – New York, New York
Audit Senior and Staff Auditor
Professional Designations
Certified Public Accountant (CPA) – Pennsylvania and New Jersey
Accredited in Business Valuation (ABV) – American Institute of Certified Public Accountants
Educational Background
Lehigh University – Bethlehem, Pennsylvania
Bachelor of Science in Business and Economics, Major in Accounting
National Merit Scholar
Other Experience / Qualifications / Interests / Volunteer
• Proficient in Microsoft Office software – Extremely proficient in Excel
• Knowledge of various accounting packages
• Extensive knowledge of GAAP reporting
• Excellent oral and written communication skills
• Board Member – Mercer County Bar Foundation
• Board Member/Executive Committee – KidsBridge, Inc.
• Board Member/President – SERV
• Board Member – Pi Kappa Alpha (Lehigh) Alumni Association
• Golf/Running