GROWTH FOCASED REGIONAL DIRECTOR OF FINANCE & ACCOUNTING

Highly motivated, enthusiastic professional with over 35 years’ experience in all areas of accounting.

Excellent communication and interpersonal skills.

Very organized, detailed oriented with excellent decision making and problem-solving skills.

Knowledge of economic and GAAP accounting principles and practices, banking, and the analysis of financial data.

Maintain a client base of over 50 clients with billings over $ 1,000,000.

Manage a catering client with over 30 million in gross revenues. Manage a real estate broker registered in 28 states.

Certified Novell Engineer with experience in Novell, Microsoft, and Citrix platforms. Assisted in the development

and implementation of our CAS Practice.

Adept at mastering new and company-specific software quickly.

EXPERIENCE

Eisner Advisory Group LLC (Hybrid ) Feb. 2014 - Oct. 2023

Director – Outsourced Finance & Accounting (Cloud Accounting Services)

Outsourced Financed and Accounting, Controller, CFO Services - specializing in E-Commerce, education, hospitality, pharmaceutical and life sciences, retail and wholesale, medical practices, SaaS.

Technology Stack Offerings – QBO, Xero, Expensify, A2X, Concur, Gusto, ADP, Paychex, Trinet, JustWorks, Unleashed (Inventory) and Brightwheel (Education). Responsible for end-to-end process optimization, service delivery, operational execution for US and Offshore teams, business development.

Financial operations and general management professional with significant cross-functional leadership experience across diverse industries and sectors. Including real estate, healthcare, education, supply chain, construction, pharmaceutical, focused on developing and implementing organizational strategy and operational systems in dynamic growth and change environments. Developed SOP for our CAS practice.

Solution-focused, profit driven leader with vision, experience, and business acumen to see beyond financial statements. Extensive experience of selection, conversion and implementation of multiple business technologies and applications. Specializing in Business Process Transformation that Drives Efficiency, Profitability, and Internal Controls, Leadership, and Innovation. Strategic, analytical, and accurate performance.

MayerMeinberg, LLP (Formerly Feldman Meinberg & Co., LLP) Syosset, New York

fifty-person firm with eight partners and gross revenues of over ten million annually. 1988 - Jan. 2014

Senior Manager/ Accountant 2000 - Jan. 2014

Audits of CIRA’s, ERISA 401(k) audit, review, and compilation services for clients in real estate, catering, wholesale and retail industries, medical, professional practices, education, direct response, e-commerce, and digital/internet media, among others. Also manage worker’s compensation, sales tax, and IRS audits.

Monthly, quarterly, and year-end tax services, budget, projections, and accounting services to clients.

Tax planning and preparation of partnership, corporate, trust and individual tax returns.

Preparation and filing of sales and payroll tax.

Supervision of junior accounting staff totaling ten personnel.

Provide computer accounting software training and support to clients as well as disaster recovery advice.

Hired in 1988 as a staff accountant, senior in 1990, promoted to Manager in 1995 and Senior Manager in 2000.

Controller 1992 - Jan. 2014

Complete accounting through general ledger, accounts receivable and payable, bank and loan reconciliations, year-end closing work-papers for the Firm.

Financial Statements and 1065 tax return preparation for the firm and affiliates.

Individual tax preparation and planning for selected partners.

Work closely with the Managing Partners in all aspects of the business.

Prepare budgets, projections, cash flow models and analyze staff productivity and realization.

Manage all payroll related functions and process payroll through ADP online. Manage all Human Resources.

Responsible for all 401k and profit-sharing contributions, recording and reporting to actuary. Review and sign off on the 5500. Manage all insurance analysis and data applications for all levels of insurance - liability, health, professional liability, HISCOX etc.

Manage all banking relationships, financial requirements, and reporting for securing line of credit and financing.

IT Manager & Accountant 1988 - Jan. 2014

Monthly accounting services to clients. Services included maintaining general ledgers, preparing monthly cash projections, and the preparation of annual budgets. All related reconciliations.

Payroll taxes and sales tax reporting.

Preparation of monthly and quarterly financial statements as well as preparation of year-end work papers and

financial statements. Preparation of business and individual tax returns.

Maintain and upgrade all hardware and software for both a Novell and Microsoft Network.

Maintain Microsoft Exchange and Terminal Servers. Install and maintain all software on workstations.

Implemented our document management system and client portals.

Assisted with the move to a paperless work environment through several software applications.

Assisted with the development and maintenance of the website. Computer support for staff.

EDUCATION

Nassau Community College – Uniondale, New York

Major: Accounting

GPA Accounting 3.9 – Cumulative 3.75

Certified Novell Engineer

Inet Solutions & Technologies Inc. - Huntington, New York

CNE Netware 4 and 5.1

Westcon Technologies & Computer Engineering Inc. - Syosset, New York

CNE Netware 3.12

XERO certification - online

Galliard Family Business certification – Peachtree, Georgia

Dale Carnegie Center for Excellence – Garden City, New York

Effective Communications - Public Speaking and Human Relations

Regularly attend seminars related to the accounting industry to complete the required 40 CPE credits per year.

COMPUTER AND SOFTWARE SKILLS

Proficient in:

XERO, QBO, Bill.com, Expensify, FloQast, SpotLight, Sage Intaact, A2X, Shopify, Amazon, Big Commerce Unleashed and Brightwheel, RAMP, among others for our CAS practice.

Tax: CCH Axcess, CCH Intelliconnect Tax Research, BNA Tax Planning, 1099-Etc. and CFS Payroll

CCH Engagement Auditing and Accounting

Accounting and Auditing: Creative Solutions Accounting, Payroll and PPC E-Tools, Smart Practice Aides and CheckPoint Research.

Practice Management: Practice CS Time and Billing, GoFileRoom, CCH Axcess Document Management, iTimekeep, Workday and Replicon

Microsoft Office Suite 2011 -Word, Excel, Outlook, PowerPoint.

Client accounting software: All versions of QuickBooks and Peachtree Complete Accounting, Sage 50

Windows 365 Operating System. Microsoft and Novell servers, Terminal, and Exchange servers. Citrix Servers.

Adaptive and intuitive to learning any new computer software easily.

ACTIVITIES

American Cancer Society Pacesetter – since 2005

Making Strides Against Breast Cancer, Jones Beach, New York – raising over $60,000 and counting.

WEDLI – Women Economic Development of Long Island – Board Member and treasurer since May 2016

ORGANIZATIONS

American Institute of Certified Public Associate CPA Firm Member · Mar 2017 - Present

New York State Society of CPAs (NYSSCPA) Associate CPA Firm member · Mar 2017 - Present

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