Senior Manager Managing Director

Joseph Cann

Experienced Managing Director

transitioning to Controller role

Experienced finance and accounting professional with a strong background in credit management, loan

underwriting, and vendor negotiation. Proficient in managing borrower operations, handling portfolios, and reconciliation of the general ledger. Adept at timely financial reporting to management and building

relationships with lenders. Seeking to leverage these skills in a Controller role.

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Work Experience

Director Of Finance

Paier College

August 2022 - Present • Bridgeport, CT

• Lead financial planning and budgeting processes

• Oversee financial reporting and analysis

• Manage accounting functions and financial operations

• Develop and monitor internal controls

• Provide strategic financial guidance to senior management

• Coordinate audits and ensure compliance with regulations

• Monitor and analyze financial performance metrics

• Evaluate and recommend improvements to financial systems

• Supervise finance staff and facilitate professional development

• Collaborate with other departments to drive financial success Managing Director

Worldwide Advisory Services LLC

July 2007 - April 2024 • New York

- Independent contractor performing full scale survey and interim examinations. - Managed relationships with clients including Lakeland Bank, Sovereign Bank, Rosenthal & Rosenthal, Sterling Bank, Burdale Financial and Webster Bus. - Oversaw borrower operations and handled portfolios. Managing Director

San Filippo & Associates

June 2005 - December 2007 • Short Hills

- Interim Chief Financial Officer reporting directly to the President. - Completed monthly financials, annual budgets and projections. - Managed relationship with Borda Products, Inc Bronx, NY. Senior Manager

Arthur Andersen LLP

May 1999 - April 2002 • New York

- Senior Manager with a focus on financial controls and daily management. - Utilized accounting software for efficient financial operations.

Senior Manager

Deloitte and Touché, LLP

March 1997 - April 1999 • New York

Senior Manager

J H Cohn, LLP

December 1993 - March 1997 • Roseland

Senior Manager JH Cohn one of the largest independent public accounting firm in the state of New Jersey offering a variety of financial services to companies in the Mid Atlantic states and southern California. Responsibilities included building, managing and marketing the field examination group. Built a regional practice with 22 professionals offering field examination services to over 15 financial institutions. Account Executive

The CIT Group

December 1989 - December 1993 • New York

Hired as a senior field examiner Promoted to Account Executive in March 1993. Responsibilities included daily management of accounts with authority to co-sign advances and write up annual credit reviews. Handled a portfolio of eight accounts with over $200MM in commitments Managed relations with participating lenders. Senior Field Examiner and Loan Underwriting

Citytrust

December 1985 - December 1989 • Bridgeport

Senior Field Examiner

Irving Commercial

March 1983 - December 1985 • New York

Senior Field Examiner Hired as a loan analyst for the factoring division. Responsibilities included starting and managing a field examination group. In addition, performed loan reviews, verification programs and managed daily activity for a portfolio of 15 accounts.

Junior Account Executive

Congress Financial

August 1980 - February 1983 • New York

Hired into the credit training program. Managed several borrowers' operations while lender liquidated their loan. Education

Sacred Heart University

Masters, MBA in finance (not finished)

January 1986 - December 1987 • Bridgeport

- Pursued an MBA in finance, 9 credits short of completion. Gained advanced knowledge in financial industry practices and debtor management.

Marist College

Bachelors, BS in Accounting

September 1976 - May 1980 • Poughkeepsie

BS in Accounting

Marist College

Bachelors, Accounting

September 1976 - May 1980 • Poughkeepsie, NY

- Completed a degree in Accounting, gaining foundational knowledge in financial controls and management. Skills

Financial Industry Debtors Planning and Execution Management Plan Accounting Annual Budgets Marketing International Expansion Treasury Functions Accounting Software Commitments Financial Controls Daily Management Marketing Plan Examination

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