Human Resources Customer Service

STEVEN ROTHMAN

acpp3q@r.postjobfree.com C: 305-***-**** AVENTURA, FL 33160

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CHIEF FINANCIAL OFFICER/CONTROLLER

Utilizing an accounting background, takes a hands on approach to managing corporate finances and

preparing GAAP financial statements.

Saved $700K+ annually by proactively researching and successfully applying for tax credit programs.

Leverages an extensive network of vendors and banking contacts to facilitate negotiations and identify

innovative financing structures.

Highly skilled at negotiating and smoothing relationships with contractors and offshore vendors.

Experienced Managing Financials Behind Private Equity Firm Purchase

Aggressively Pursues Cost Savings Sharp Negotiator Manages Corporate Relocations

Oversees Human Resources and Benefits Negotiates Outsourcing Agreements

Manages Cash Flow From Deferred Revenue

CONTROLLER DECEMBER 2014 – PRESENT

VISTA WORLDLINK

Vista is a global leader in transmission services provisioning satellite capacity, mobile and fixed uplinks, fiber optics,

streaming services and cutting edge creative and production services.

VISTA Worldlink is a full service provider delivering world class customer service to the sports, entertainment, news,

corporate, religious, government and PR industries worldwide.

CHIEF FINANCIAL OFFICER 2000 – 2014

COMPETITRACK, INC.

$23M advertising market research company recently purchased by a Chicago based company, which is 100% owned

by a Los Angeles private equity investment firm; 300 employees including 80 in India.

Manages and prepares all GAAP financial statements for audits by Big 4, regional or local accounting firms in

addition to required tax documentation. Manages Accounts Payable, Accounts Receivable, invoicing, General

Ledger and payroll functions, as well as the Collections Manager and Human Resources Director. Works with

CEO to develop and present budgets and forecasting.

Manages cash flow from subscription based (deferred revenue) contracts with Fortune 500 firms and

advertising agencies.

Played a Key Role in a Private Equity Purchase Process

Directed the financial aspects of a private equity firm purchase in collaboration with the CEO,

President, investment bankers, and a team of attorneys.

During an intense 6 month period, provided all financial input to the Confidential Information

Memorandum (CIM) and Data Room for potential buyers.

Presented the company’s financial status to potential buyers, which included industry

competitors and private equity firms from across the United States.

Responded to financial due diligence requests from final round prospects; worked directly

with buyers’ Transaction Advisory Group to provide information on accounting procedures, policies

and audited financial statements.

Actively participated with the legal teams of both parties to finalize the contract details, flow

of funds activity and transaction bonus details.

Aggressively Negotiates Cost Savings

Solicits competitive bids prior to renegotiating contract renewals to enforce downward pressure on the

bottom line.

Continued…

S. Rothman Resume acpp3q@r.postjobfree.com

Negotiate with bankers from JPMorgan Chase, Bank of America, Merrill Lynch to obtain lines of credit.

Negotiate financially attractive equipment financing agreements with banks and leasing companies.

Negotiate outsourced services with an India based firm for 80 employees; saved $1.2M+ annually by

reducing the hourly rate by half.

Spearheaded relocating business from Manhattan to Queens, reduced cost/square foot by $21 and gained

17K of additional square footage. Extensively worked with architect on new office design and functionality.

Pursues Grants and Tax Credits

Researched and submitted tax credit applications resulting in $3.5M+ in savings over 5 years, awarded

through several underutilized federal and state programs.

Saves 15 18% annually through an energy cost savings program.

Successfully lobbied state tax auditors to classify company as a manufacturer; received a $60K refund of

sales tax paid on purchases prior to joining the company; saved on all equipment purchases going forward.

Oversight of Human Resources and Benefits

As 401(K) Plan Administrator, transitioned the plan to Merrill Lynch, prepares all required documents for

auditors for annual plan audit, and participates in semi annual review of plan with financial advisors to

update investments.

Instituted Flex Spending accounts, Long Term Disability and Life Insurance Coverage, Dental and Vision

plans as well as supplemental insurance programs. Started company flu vaccine program.

Annually negotiates health insurance plan contracts; successfully keeps rates within a manageable level.

Leadership and Process Improvement

Maintains interstate commerce compliance with various state tax authorities for online sales.

Improved cash flow by aggressively pursuing outstanding Accounts Receivable by hiring an experienced

collections professional and personally participating in the collection process; avoided tapping line of

credit for 10+ years.

Purchased automated external defibrillator (AED), administers certification program for 20+ employees.

Reduced equipment theft by researching and installing state of the art security system within a fiscally

responsible budget.

ADDITIONAL POSITIONS

MANAGER / SENIOR ACCOUNTANT, DAVID SIEGER & CO. CPA, GREAT NECK, NY (1989 2000)

SENIOR ACCOUNTANT, LESSER, LEFF AND CO, CPA’S, NEW YORK, NY (1985 1989)

PRACTICE AREAS AND CLIENT BASE WERE SIMILAR AT BOTH FIRMS:

Practice areas included audit, compilation and review, employee benefit plans and tax.

Client base consisted of apparel, medical practices, law firms, manufacturing, distribution, real estate,

franchising and technology.

EDUCATION AND SOFTWARE

B.S. Accounting / Economics, State University of New York at Oneonta, Oneonta, NY

Initiated and executed Netsuite software implementation in May 2014.

MAS200 Quick Books Enterprise Microsoft Office : Word, Excel, Outlook, PowerPoint Lotus

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