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Accounting Financial

Location:
Merrick, NY
Posted:
September 07, 2020

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Resume:

Evan L. Schweitzer, CPA

**** ****** **** *******, ** 11566

516-***-**** 516-***-**** adfvwm@r.postjobfree.com CAREER SUMMARY

Finance professional with excellent analytical, financial operations and management skills. Over twenty years of accounting and finance experience. Energetic work style with the ability to excel in all types of environments. Worked with international partners and employees. Solid knowledge of numerous financial systems. Expertise includes:

• Public Company Experience • International Taxes • Forecasting

• Budget Preparation • Business and Property Taxes • Investment Banking

• Financial Reporting • Project Management • Human Resources

• Strategic Planning • Payroll • Sarbanes Oxley

PROFESSIONAL EXPERIENCE

2019 Newtek Merchant Solutions and related companies – Lake Success, NY to (A publicly held (NEWT) provider of financial services in the United States) May 2020 Chief Financial Officer

• Managed all financial processes and personnel.

• Redesigned and optimized financial and operational processes and systems.

• Handled banking relations and all insurance matters – minimized risk.

• Advised on and evaluated acquisition targets. Integrated purchased companies and personnel into the larger company.

• Redesigned software and marketing to attract new customers. 2008 EVO Payments and Federated Payments Systems - Melville, NY to (A publicly held provider of financial services in the United States and Canada) 2019 Chief Financial Officer

• Reorganized and re-energized all key accounting processes and personnel, including: Accounts Receivable, Accounts Payable, Human Resources, Payroll, Cash Forecasting and Budgeting.

• Re-capitalized the companies with lines of credit at significantly improved terms.

• Spearheaded the movement to diversify beyond the United States and into Canada.

• Developed management reports to monitor the key factors of the business on a daily, weekly and monthly basis.

Served as the company’s investment banker when the company was sold. 2007 AFC Industries, Inc. and related companies - Queens, NY to (A privately held manufacturer of ergonomic furniture) 2008 Chief Financial Officer

• Hired to prepare the company for sale - maximize owner value.

• Reorganized all key accounting processes and personnel, including: Accounts Receivable, Accounts Payable, Payroll and Cash Management.

• Reviewed and reorganized plant operations including order entry, quality assurance and shipping.

• Managed Human Resources and Information Technology (including ERP system implementation).

• Evaluated merger and acquisition candidates - advised and negotiated valuations and developed plans for integration.

Evan L. Schweitzer, CPA 516-***-****

2006 Hawkeye, LLC and related companies - Hauppauge, NY to (A privately held, $280M provider of utility construction services, with over 1,200 2007 employees in over ten states – company sold to The InfastruX Group) Chief Financial Officer 2007, Director of Finance and Accounting 2006

• Reorganized all key accounting processes and personnel, including: Accounts Receivable, Accounts Payable, Payroll and Cash Management – streamlined and made SOX compliant.

• Managed Finance Department, consisting of 20 employees in six locations.

• Responsible for all internal and external financial and tax reporting.

• Led ERP implementation.

• Worked closely with Human Resources and Legal departments and ensured legal labor compliance.

• Worked as part of the risk management team to minimize exposures and procured proper insurance coverages.

• Re-capitalized companies using off-balance sheet (lower rate) financings.

• Modeled all acquisition targets – presented findings for management approval.

• Advised owner on strategic and financial issues.

• Prepared company for eventual sale to The InfrastruX Group (majority owned by Tenaska Power Fund, LP).

1999 Lipman USA, Inc. - Syosset, NY (Software developer and distributor - POS Devices) to Chief Financial Officer

2006 A wholly-owned subsidiary of a publicly held company (LPMA - Lipman Electronic Engineering, now owned by PAY - Verifone)

Financial reporting specialist. Redesigned the external reporting packages to ensure timely and accurate 20-F preparation and compliance with SEC rules and regulations. Wrote the MD&A section for prospectuses and spoke with analysts to convey our operating results and discuss Lipman’s business opportunities. Redesigned the internal reporting packages to highlight operational challenges. These reports benchmarked my company against our competitors and other subsidiaries worldwide. Prepared financial reports to highlight performance and inspire our management team to success. Led the SOX compliance project for the western hemisphere. Experience includes creating profitable businesses in Latin America, Mexico and Canada. Board of Directors of Lipman Canada and Lipman Mexico. Experience also includes:

• Raised over $130,000,000 in company’s US IPO.

• Prepared comprehensive strategic and financial plans to affect a financial turnaround and stabilization of the company's operations. Made recommendations for cash flow improvement, reduced losses in market position and stabilized and improved the balance sheet.

• Organized financial and accounting functions to timely close the accounting records monthly. Provided reliable, consistent monthly comparative and analytical financial reports to internal management, Board of Directors and shareholders, where previously none had existed.

• Negotiated bank Line of Credit facilities; initiated an annual budgeting process and established timely reporting packages to compare budget with actual results achieved.

• Directly responsible for all aspects of the company’s US tax and financial reporting. Ensured compliance with global accounting rules and regulations. Managed in- house and outside counsel minimizing legal exposure.

• Maximized the company’s human resource capital. Initiated hiring procedures, requirements and various review policies and procedures. Motivated my employees to achieve and excel.

• Advised President and Board of Directors on all strategic, financial and operational issues.

Evan L. Schweitzer, CPA 516-***-****

1995 The School of Visual Arts, Inc. - New York, NY (A for-profit University) to Controller

1999 Responsible for all accounting functions:

• Management of the Accounting Department which included general ledger reconciliations, monthly and year-end financial statement preparation and management of yearly audits.

• Management of Accounts Payable: disbursements and year-end reporting.

• Over $64 million operating and capital budget preparation, approval and monitoring.

• Management of short- and long-term investments in excess of $18 million.

• Bank and Lender (Sallie Mae) liaison.

• Real estate acquisition and lease negotiation for commercial and residential space.

• Personal financial manager and advisor to the shareholders. 1992 Grant Thornton, LLP - Melville and New York, NY to Audit Senior Level Three

1995 Experience with Universities, Professional Service and Service entities, Manufacturing and Distribution firms and various For Profit and Not for Profit entities. Clients included privately held and publicly held companies.

Responsible for all phases of engagement management including:

• Planning, budgeting and audit program development.

• Training, supervising and evaluating seniors and staff.

• Financial statement preparation, including consolidating and combining statements.

• Participated in client closing conferences and the development of new business.

• Taught in-house seminars in Student Financial Aid Accounting and Auditing, Not For Profit Accounting and Auditing and various Computer Seminars.

• Computer Audit Coordinator for the Midtown Office - Implemented computers to improve audit efficiency and provide more timely and useful information to clients. 1990 Hirshfield and Kantor - Hicksville, NY

to Accountant

1992 Audit and tax experience in small and medium sized enterprises. Directly responsible for the management of all facets of engagements including:

• Planning and budgeting.

• Training and supervising staff.

• Financial statement and tax return preparation.

• Interfaced with all levels of client management.

• Performed a variety of small business services, including individual, partnership and corporate tax preparation.

1989 Ernst & Young - Melville, NY

to Staff Accountant

1990 Assignments included large and small clients in the manufacturing, banking, construction, distribution, international air transportation and defense/electronics industries. Directly responsible for the audit and compilation of all balance sheet and income statement areas. Evaluated internal and operating controls and made recommendations directly to client officers. Interfaced with all levels of client management.

EDUCATION AND HONORS

The George Washington University - Washington, DC

Bachelor of Accountancy, Cum Laude

Accounting GPA: 3.9, Overall GPA: 3.5. Five-time Dean’s List Student, Beta Alpha Psi - Treasurer and Income Tax Assistance Chairperson, Accounting Department Computer Teaching Assistant, Accounting Tutor to The George Washington University Basketball Team.



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