Stuart, FL *****
acp09k@r.postjobfree.com
Steven Martin Pearl
Summary:
A professional manager that respects and leverages human capital via
mentoring, motivating and leading by example. Consistently demonstrates
excellent follow-through with clients and recognized for superior business
acumen. Identifies client's business challenges and collaboratively shapes
solutions by acting as relationship builder and problem resolution expert
with wide-ranging experience in finance, management and relationship building
with key investors.
Professional Experience:
.Accounting domain of responsibilities included the following functions:
General Accounting, Accounts Payable, Accounts Receivable, Cost Accounting,
Financial Regulatory and administration.
Restful Group,
San Diego, CA 1996 -
Present
1
.Manages and supervises all aspects of large investment portfolio
representing over $35M in assets.
.Recognized as visionary and creative thinker adept at
conceptualizing, defining and implementing strategic business
strategies and new product/services development activities, which
generated increased revenues.
.Responsibilities include overseeing company accounting practices,
such as: preparing budgets, financial reports, audit functions,
financial strategy, planning and forecasts, conferring with CEO, VP
of Sales, Department Heads, raising of funds for expansion, and
projecting future company growth.
Pearl Consulting, Northbrook, IL
1996 - Present
Consultant
Formed an executive advisory company to provide strategy and strategic
initiative management for CEOs and CXOs.
.Compiles and completes extensive documentation to assess client
company's books and operations.
.Brought in by the Board of Directors to turn around a failing real
estate company; established strategic direction, reviewed all
accounting and legal matters, restored thought leadership in overall
operations, and prepared for investors detailed reports on
operations, and provided recommendations on turnaround.
.Heightened the confidence level of client CEX's by recruiting
highly experienced and capable industry professionals.
Spear, Leeds & Kellogg (SLK), First Options of Chicago (FOC), Chicago, IL
1981 - 1997
A forerunner of expanding through acquisitions.
Chief Financial Officer (FOC)
.Headed and negotiated mergers and acquisitions that pertained to FOC; was
instrumental and led all aspects of the successful merger with Spear, Leeds
& Kellogg - was appointed the Managing Director of SLK.
.Board of Director member of FOC; provided input and helped direct the firm
on a positive path.
.Controlled bank functions including raising cash for the firm in the form
of overnight cash loans (secured and unsecured), subordination for
regulatory capital, and letters of credit (secured and unsecured). Sat on
the credit review committee.
.Proven ability demonstrated in consistently being able to successfully
raise money (domestic and foreign) for traders. The monies were utilized as
Fund money and/or increases in the equity base of the Trader's account.
.Handled the Purchasing, Mail Room, Runners, Distribution, Capital
Expenditures, Human Resources, and Payroll.
Education
Herbert H. Lehman College Bachelor of Science -
Accounting 1974