ELLIOT M. BERMAN, MSA/MBA, CDFA
Cooper City, FL 33026
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SUMMARY
Experienced finance, accounting, tax and management professional with diversified
accomplishments in finance, veterinary, manufacturing, construction, real estate and service
organizations. Detail oriented team player, recognized for ability to communicate effectively
through all lines of organization. Skills include accounting, handling IRS issues, litigation
support, cash management, financial planning and budgeting, internal control, expense control,
productivity management, individual and corporate/partnership taxation. Computer skills
include Microsoft Office, Lotus SmartSuite, QuickBooks and numerous tax and accounting
softwares.
PROFESSIONAL
Self-Employed
Regency Accounting Services, Inc., Jupiter, FL 2007-present
• Subcontracted litigation support, handling IRS issues, tax preparation, planning and
research for Divine, Blalock, Martin and Sellari, LLC.
• Heavy Federal and State tax preparation for corporate, partnership, individual, trusts,
estates and private foundation clients.
• Extensive tax planning and research for corporate, partnership and individual clients.
• Accounting and tax consulting for corporate entities and individual clients.
• Preparation of review and compilation engagements.
• Provided accounting, bookkeeping and tax services for small businesses.
Accounting /Tax Manager
Wieseneck, Andres and Company, P.A., N. Palm Beach, FL 2005-2007
• Heavy Federal and State tax preparation for corporate, partnership, individual, trusts,
estates and private foundation clients.
• Extensive tax planning and research for corporate, partnership and individual clients.
• Accounting and tax consulting for corporate entities and individual clients.
• Preparation of audit, review and compilation engagements.
• Full spectrum divorce related planning and analyst.
Certified Divorce Financial Analyst/Tax Manager
Manis & Co., P.A., W. Palm Beach, FL 2004-2005
• Preparation of Mandatory Disclosures.
• Heavy emphasis in divorce analysis, mediation and trial preparation.
• Assist partner in Business Valuations.
• Corporate and Individual Federal Income Tax preparation.
Certified Divorce Financial Analyst/Tax Manager
Divine, Blalock, Martin & Sellari LLC, W. Palm Beach, FL 2001 - 2004
• Full spectrum divorce related planning and analyst.
• Extensive tax planning and research for corporate, partnership and individual clients.
• Federal and State tax preparation.
• Accounting and tax consulting for corporate entities and individual clients.
Controller/Chief Financial Officer
Angram Business Services, Inc., North Palm Beach, FL 1999 - 2001
• Prepared all forecasts for chief executive officer and prospective lenders.
• Direct all accounting and treasury functions.
• Prepared monthly financial packages for shareholders and directors.
• Prepared federal and state tax returns.
• Develop and implement strategies for company productivity and profitability.
• Numerous Court appearances on behalf of bankrupt corporation
Director, Corporate Planning, Reporting and Taxation
Capital Asset Research Corporation, Ltd., Palm Beach Gardens, FL 1997 -
1999
• Directed the annual budget and planning process and variance review of multiple
companies in multiple states.
• Prepared rolling forecasts for executive management.
• Prepared monthly financial packages for Board of Directors.
• Assisted in the preparation of the annual audited financial statements.
• Responsible for the preparation of all Federal and State tax returns for 50 companies
• Prepared daily/weekly cash needs forecast and analysis.
Controller
The Marbledge Group, Inc., Lake Worth, FL 1996 - 1997
• Hired as part of the management team that brought the organization out of Chap.11.
• Reorganized the complete Financial, Accounting, Internal Control and Credit
Functions.
• Supervised Accounts Receivable, Accounts Payable and Payroll functions.
• Responsible for the preparation of Quarterly and Annual SEC reports.
• Responsible for the preparation of all Federal, States of Florida and California Tax
returns for the Marbledge Group, Inc. and six subsidiaries.
Other Significant Consulting Experience in Manufacturing, Banking, Communications and
Construction Industries.
EDUCATION
CDFA – Certified Divorce Finance Analyst, 2004
MSA - Masters of Accounting Program, Nova University, 1991
MBA - Financial Mgmt./Consulting, Rutgers University Graduate School of Mgmt., 1980
BA - History/Business Administration, Rutgers College, 1978
Instructor of upper level accounting courses at Northwood University. Past teaching experience
includes ten years as a part-time college level instructor in Accounting, Economics and Financial
Statement Analysis.
Honors - Henry Rutgers Scholarship, Dean’s Honor Roll, Phi Alpha Theta Honor Fraternity
ACTIVITIES
National Eagle Scout Association, Volunteer Baseball, Football, Soccer and Basketball Coach
REFERENCES AVAILABLE ON REQUEST