Experience in both accounting and finance providing a unique combination of healthy skepticism of an auditor and financial analytics of a finance professional. Applies accounting and finance principals in five arenas, accounting, corporate finance, mergers & acquisitions, credit underwriting, and business valuation.
Skills Inventory
**Financial Statement Preparation **US GAAP (+IFRS)
**Financial Analysis **Financial Reporting
**Financial Audits **Forensic Accounting
**M&A Due Diligence **Litigation Support
**Credit Analysis and Loan Packaging **Business Valuation
**Financial Forecasts and Projections **Business/Economic Intelligence
**HR Matters **Employee Benefits
**Financial Modeling including Payback Periods, IRR, ROI, NPV, and Break-Even.
WORK HISTORY
Founder/Principal, The Cranbury Group, LLC/Barry I Wolfe CPA; 2011-Present
Advisor to businesses on financial management and strategy
Financial statements preparation
Forecasts and projections
Assistance to Investment Bankers, Private Equity and Business Owners in analysis and preparation for financing, sale or acquisition of a business
Partner Tarkus Capital; 2006-2014
Part owner and analyst for a boutique Investment Bank specializing in debt placement
Outsourced underwriting practice for Commercial Real Estate Loans, Factoring and Complex Agricultural Real Estate Loans
Advise on operating, credit and valuation issues for commercial finance companies
Senior Manager, Rose, Snyder & Jacobs; Certified Public Accountants; 1994-2006 (Full Time) 2006-2014 (Part Time/Per Diem)
Led the audit group of this regional CPA firm including training staff and QC
Managed audit, review and compilation engagements including SEC clients
Performed technical research on complex accounting issues
Liaison between attest function and tax group as part of the management team
Primary resource for specialty areas of Forensic Accounting and Business Valuation
Performed due diligence for clients making acquisitions; assisted in M&A process
Calculated damages and analyzed fact patterns in support of attorneys in litigation
Client industries – Manufacturing, Distribution, Aerospace, Real Estate, Business Services
Manager, Arthur Anderson & Company; 1983-1992
Progressed from staff to manager in the audit division in Los Angeles
EDUCATION
California Lutheran University
Thousand Oaks, California
Masters, Business Administration
University of Hartford
West Hartford, Connecticut
Bachelors, Economics & Finance
UCLA
Westwood, California
Accounting Courses (to meet CPA requirements)