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Chief Financial Officer

Location:
New York, NY
Posted:
December 13, 2023

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Resume:

Matthew Greif, CPA

*** * **** ****** *** York, NY 10021 201-***-**** ad1x73@r.postjobfree.com

Work Experience

Saks Metering New York, NY

Chief Executive Officer & Chief Financial Officer November 2018 - Present

● Invested in water utility services company with goal of growing from a local small business to a national brand

● Manage all M&A, including successful acquisition of a local competitor.

● Boost revenues by an average of 70% annually by expanding geographically from 1 state to 6, as well as increasing services offerings by adding two new business services (gas and electric)

● Formalized RFP response process by creating internal pricing model that incorporates direct costs, business risks, and market trends leading to several multi-million dollar wins

● Strategically redefined business model to be logistic company instead of plumbing company and incorporated new technology to support it

● Continued focus on cost optimization resulting in 30% OpEx reduction primarily driven by new technologies, reduced headcount and enhanced COGS analysis

Lua Technologies, Inc. - Acquired by Life BioSciences Oct. 2018 New York, NY Chief Financial Officer July 2017 - October 2018

● Headed company through M&A leading to a successful acquisition of the company

Expressed variations of financial proformas through detailed models for all financial statements

Lead the due diligence process by assisting with questions, information gathering and building models per acquiring company’s request

Worked with lawyers in preparing the company’s purchase agreement

● Built the company’s FP&A pipeline to optimize new products and make departments more efficient through pricing models, team structures, incentive plans, and various analytical frameworks

● Maintained regular responsibilities of the finance department

Company’s MRR increased 100% during first year of employment

Established financial worksheets that allow for live updates for the P&L, Balance Sheet and Cash Flow as the budget or actual monthly financials adjust

Used proformas to express expected P&L and Cash Flow results based off revenue and hiring expansion plans Experience The Ride, Inc., New York, NY

Director of Finance July 2015 - June 2017

● Directed a three-person finance department for a NYC based entertainment touring company o Lead all financial activities which included successful fundraising, an 80% growth in revenue, and a 24% increase of gross profit margin

o Created a more efficient scheduling model to reduce COGS through scheduling and product prioritization o Developed full in-house financial reporting, including weekly cash flow analysis o Directed and managed annual budgeting and forecasts process with other division heads Urigen Pharmaceuticals Inc. North Brunswick, NJ

Associate August 2014 - June 2015

● Lead analyst supporting all tasks relating to the company’s Initial Public Offering

● Drafted footnotes and supplemental Financial Statements commentary for the firm’s form S-1; successfully filed S-1 Grant McCarthy Group, LLC White Plains, NY

Associate October 2013 - July 2014

● Performed analysis on the spending of Fortune 500 companies for tax savings opportunities Education

Sy Syms School of Business, Yeshiva University - MS in Accounting June 2012 – May 2013 Robert H. Smith School of Business, University of Maryland - BS in Accounting September 2009 – May 2012 Hobbies

Sports, Board Games, Philosophy, Youtube, Outdoor Adventures/Activities, Travel Charity: Asher Strobel Memorial Tournament, Bet Elizrachi, Kol Hanarim, Blue Dragon Children Foundation



Contact this candidate