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Chief Financial Officer

Location:
Manhattan, NY, 10007
Salary:
Depending in job description and work requirement
Posted:
December 17, 2023

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Resume:

Eric S. Yonenson, CPA/CGMA

*** ******* ******, **** ******, NY 11554

516-***-****; ad11of@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Senior level executive with extensive finance, administration, and public accounting experience in diverse industries including retail/wholesale distribution, mail-order, financial services, healthcare and real estate. Proven ability to improve operations that impact business growth and maximize profits through achievements in finance management, internal controls, and efficiency improvements. Strong qualifications in general management, business planning, systems design and implementation, and staff development/leadership.

Qualifications

- Financial & Strategic Planning - Complex Business & Tax Issues

- Business Expansion - Staff Management & Development

- Budget Development & Management - Forensic Accounting/Insolvency/Restructuring

- Accounting & Financial Operations - Turnaround and Crisis Management

PROFESSIONAL EXPERIENCE

CACTUS SALON HOLDINGS; CACTUS ACADEMY COSMETOLOGY SCHOOL, Hauppauge, NY

Chief Financial Officer (2010 to present)

Chief Financial Officer of Cactus Salon Holdings, an 18 unit privately owned salon, spa, and beauty products enterprise with $35MM in combined retail sales and wholesale distribution.

•Designed, developed and implemented accounting systems and controls across all business sectors which did not previously exist

•Prepared combined financial statements and presented to the President & Chief Executive Officer

•Prepared all corporate tax filings saving the company approximately $45,000 annually and negotiated with applicable taxing authorities

•Developed accounting and record keeping departments to address newly implemented controls

•Systematically restructured all accounting records over a 3-year period in order to present financial statements to lenders, with a complete forensic analysis and restructure of all accounting records.

•Secured Title IV funding for Cactus Academy by obtaining learning institution accreditation from U.S. Department of Education

•Developed strong relationships with financial institutions, lenders, strategic vendors, and creditors

CONSULTANT, New York

Public Accounting Firms (2009-Present) (February 2017-Present Reade & Company LLC)

•Performed audits and reviews of firms’ public and non-public clients

•Prepared trusts, estates, and fiduciary accounting and reports for high net worth clients

•Reviewed tax returns and relevant documentation, and performed special projects as required

•Reviewed and prepared 1040’s/1041’s/1065’s/1120/1120S/706 and all required tax fillings

•Utilizing Lacerte, Pro Systems and Unitax programs

•Handling forensic analysis, including potential insolvency, in regard to legal matters Tax Examinations/Insurance audits

KGS LLP, Jericho, NY

Senior Manager (2007-2009)

•Managed the audit of a $280MM dollar pharmaceutical supplier in advance of public registration on NASDAQ

•Engaged senior client management and investment bankers in order to meet required deadlines for public filings

•Prepared tax returns for high net worth individuals

EAST SIDE ENTREES, INC., Woodbury, NY

Chief Financial Officer (2004-2007)

Managed finances of a $100+ MM national school food service company with clients in 48 states

•Directly supervised all daily operations of financial and accounting departments

•Overall management of insurance packages, operational systems, and inventory control

•Maintained g/l for 48 out-of-state offices and prepared monthly financial statements for CEO review

•Improved and solidified business relationships with financial institutions and strategic partners

•Maintained and filed all required tax returns, and compliance of multi-state filings

CRITICAL HOME CARE, INC., Westbury, NY

Chief Financial Officer (2002-2004)

Recruited by CEO of company to supervise all accounting, reporting, administrative and financial functions, and responded to investor queries resulting in the successful sale of the company.

•Right hand man to CEO; organized and developed method and structure for the sale of the company

•Prepared all SEC public filings utilizing expertise in Sarbanes-Oxley rules and current filing regulations

•Established new banking relationships and improved existing liaisons in financing and loans

•Utilized expertise in Medicare/Medicaid reimburse

EDUCATION

M.B.A., Taxation, St. John’s University, Queens, NY

B.B.A., Accounting, Belknap College, Center Harbor, NH

AFFILIATIONS

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Chartered Global Management Accountant (CGMA)

References available upon request



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