KENNETH BERKMAN
** ****** ******, **** *****, New York 11730
Home #631-***-**** Mobile #516-***-****
Email: adh3xe@r.postjobfree.com LinkedIn: www.linkedin.com/in/kenneth-berkman-25254024
PROFILE
Chief Financial Officer – Controller +15 Years’ experience in large closely-held organizations
Construction Management - General Contracting- Real Estate Development – Property Management
Marketing and Promotion - Colleges and Universities - Not For Profits
Management – Leadership – Mentorship – Peer Development
Job Costing, Project Allocation, Multiple Entities - FP & A – Mergers & Acquisitions – Investor Relations – Investment Fund Raising – Tax Planning & Solutions – Financial Reporting – Budgeting - Forecasting
Fiduciary responsibility and ethics are paramount to the execution of the duties of the CFO - Controller
Accounting-Finance is a service bureau to the company, the people we work with, and our clients
Philosophy - make your people the greatest asset. Dedicated educated team members help grow your organization
Hands-on experience facilitating improvements in accounting-finance-administration-operations
Procedures policies improved streamlined resulting in quality reporting generated to the end-users
Work directly with principals, investors-lenders, clients, developers, project managers, and staff
Anything can be accomplished with hard work, working smart, and great listening skills
EXPERIENCE
Chief Financial Officer-Acting, Contract Assignment - NDA Company
A contract-per diem contract engagement
Due to a confidentiality agreement the company name not permitted to be disclosed
New York, New York April 1, 2020 to May 31, 2020
Worked with this Real Estate Developer, Property Manager, Construction Start-Up reviewing all entity ledgers, processes, procedures. Made major recommendations for improvements in accounting-finance-administration-property management. Produced detailed reports for Senior Management on completed buildings placed in service, and under renovation.
Controller - The Pav-Lak Organization of Companies
Hauppauge, New York November 2014 to February 2020 and previously July 2007 to July 2011
Returned to Pav-Lak in November 2014 as Controller reporting and working directly with Principal of Privately Held Construction Management Firm - General Contractor - Real Estate Developer.
oPav-Lak specializes in new ground-up construction for Private Developers in New York City and surrounding areas. Residential, Commercial, Hotels, Hi-End Condominiums, Apartments-Rental Properties, Hospitals, Schools, Libraries, Houses of Worship, and Public Works.
Reviewed systems identifying areas of improvement in accounting, administrative, purchasing, HR.
Instrumental person in moving company to PEO – Professional Employees Organization resulting in major payroll processing cost savings, benefit-cost savings (medical, etc.), and workmen’s compensation insurance costs.
oBecoming part of a PEO has resulted in saving exceeding +40% in HR, payroll processing, taxes, and employee benefits. The company now offers “Fortune 100” benefit programs to staff.
Implemented controls for timely issuance of accurate project reporting - AIA G702/G703 billing –AIA701 – ACRs Anticipated Cost Reports – Budgeting and Forecasting - Cash Flow Reporting - Backlog Reports.
Improved procedures in the issuance and monitoring of owner-client change orders and sub-contractors change orders resulting in 100% accountability.
Work closely daily with Principal, Project Managers, APMs, Staff, and Subs as mentor-advisor.
Improved reporting project historical costs assisting Project Managers and Estimators in planning current and future job reporting of job data, change orders, ACRs – Anticipated Cost Reports, Cash Flow, and Cash Forecasts.
Worked with Broker/Insurance Carrier in the implementation and administration of all insurance programs.
Responsible for the full administration management of all external audits, Corporate and Insurance
Controller – Construction and Development – THE ENGEL BURMAN GROUP
Garden City, New York June 2013 to September 2014
Reporting to the 7 Partners of Leading Real Estate Developer as Controller.
oThe company is a leader in ground-up construction of luxury and ultra-luxury residential, commercial buildings, and assisted living facilities.
Responsible and managed staff for all areas of accounting and finance, financial reports by project, and reporting on over 75 separate active companies.
Worked with Project Management Team and Partners preparing financial reports for lender funding (SBA, ICAP, and Private Investors).
Issuance of monthly requisitions AIA702/703.
Project costs reviews and variance analysis.
Budgets/Forecasts – project-specific and corporate, forecasts, ACRs - Anticipated Cost Reports.
Controller – CAVA CONSTRUCTION & DEVELOPMENT, INC. (CURRENTLY KNOW AS OMNIBUILD)
Mount Vernon, New York August 2012 to April 2013
Reporting to the Principals of a Leading Construction Management and General Contractor Firm.
oThe company is a leader in ground-up construction of hotels, residential and commercial buildings in New York City.
oImprovements implemented in accounting and project job cost company closed the year 2012 reporting revenue over $110 million, management and outside CPA had projected less than $60 million.
oYear-end 2012 $40 million in revenue discovered, resulting in over $7 million Additional Net Income.
Improved procedures in all areas of accounting, job costing, accounts receivable, accounts payable, budgeting, schedule of values on current and new projects, change order management.
Improved preparation of billing G702/G703 resulting in timely issuance and accurate project reporting benefitting Owners-Clients, Project Managers, Estimators, Executive Management.
Controller – Acting-Interim-Consulting Assignment PinkStone Capital Group LLC & Empire Management Inc.
New York, New York June 2012 to August 2012
Reporting to CEO-President and Director of Construction provided consulting services and implemented new policy and procedures in the areas of accounting, project accounting, insurance, and lender relations.
Improved reporting to lenders and investors including AIA702/703 issued accurately, timely.
Key person in the development of OCIP Owner insurance program, savings of over $450,000 on a $40 million project.
Chief Financial Officer – COASTAL-Coastal Environmental Group, Inc. an MBE company
Central Islip, New York July 2011 to June 2012
Reported directly to President of $24 million rapidly growing Construction Company providing General Contractor and Construction Management Services, Remediation, Emergency Cleanup, LEED in 22 states.
oOver 80% of COASTAL’s revenue was from Federal Contracts, requiring in-depth knowledge of Federal Accounting Regulations – FAR and Federal Contract Administration – FCA.
Facilitated improvements, processes, and procedures in accounting, finance, project administration, human resources, IT, general operations.
Developed electronic document retrieval and invoice approval program.
Worked hands-on with Estimators, Project Managers in the development of budgets, budget variances.
Improved reporting to management, project leaders, auditors, banks, bonding companies.
Secured over $2 million in equipment financing in less than 30 days with major banking institutions although the company had a very weak balance sheet with extensive debt.
Key person Instrumental in the reinstatement of the company’s line of credit with Major Bank.
Controller – The Pav-Lak Organization of Companies
Hauppauge, New York See Above July 2007 to July 2011
Controller – Vice President Finance – Port Realty Group, LLC
Port Washington, NY and Palm Coast, Florida October 1998 to July 2007
Reporting to Principals of the developer, rehabilitation, remediation, and seller of foreclosed properties in like-new condition. Worked extensively, hand in hand, with mortgage brokers, mortgage banks for first time home buyers deal approvals and closings.
oPort’s annual volume exceeded $150 million through the sale of over 150 properties annually. During the term as controller over +1,500 properties purchased, rehabilitated to like-new condition, and sold to first-time homeowners.
New York – Long Island & Boros +150 properties – rolling inventory. Palm Coast, Florida +650 properties.
Prior Employment:
Dowling College, Oakdale, New York
Controller – Associate Vice President of Finance and Administration March 1994 to August 1998
Private College- Not For Profit
Extensive Interaction and Support of Endowment – Gift – Grant Departments – Special Tax Savings and Tax Planning for Institution and Endowers
Ingelby Enterprises, Inc. (Caribiner Intl.) Ray Simon – Meeting Makers Inc., New York, NY
Controller January 1992 to October 1993
Corporate Communications, Film, Video, Live Shows
Multiple Mergers and Acquisitions - Public Offerings (IPOs), Due Diligence, and Valuations
Iversen Associates, New York, New York
Controller December 1989 to December 1991
Corporate Communications, Film, Video, Live Shows
Don Jagoda Associates, Melville, New York
Promotions, Corporate Sales Incentive Programs, New Product Introductions, Marketing, Sweepstakes, Refund, and Fan Club Fulfillment Services
Controller December 1983 to December 1989
Multiple Program Evaluations for Account Executives - Clients Proving Outstanding Success of Programs
Peat Marwick Mitchell BIG 8 Accounting Firm (KPMG currently BIG 4), Jericho, New York
Senior In-Charge Accountant, Engagement Leader in the first 6 months. Sept 1979 to December 1983
Multiple Engagements in Manufacturing, with Extensive Inventory Valuations – Not for Profits, Colleges & Universities, Public Schools, Museums – Healthcare, Hospitals & Nursing Homes – Multiple Major Tax Unique and Rarely Identified Tax Deductions and Tax Credits for Clients Resulting in Substantial Savings
Certifications
ALL Parts of New York State Certified Public Accountant Exam Completed & Passed
SAGE – Timberline Training and Certification
FAR Training – Administration, Contracts & Accounting
Licensed New York State Real Estate Agent
Education
Hofstra University, Hempstead, New York, Master Business Administration, 1980
oPublished Master’s Thesis “Alternative Income Tax”
oMajor Paper “Foreign Corrupt Practices Act and The Lockheed Corporation”
The predecessor to The Rico Act -Racketeer Influenced and Corrupt Organizations Act
oGraduated With Academic Honors
State University of Stony Brook, Stony Brook, New York, Bachelor of Arts, 1979
oGraduated With Academic Honors
oAttended 3 colleges at the same time while at Stony Brook completing over 120 credits in 18 months in preparation for an MBA Degree at Hofstra, a 2-year MBA Program completed in 1 year. Overall GPA in core discipline near 4.0.
Thomas-Reuter 16-hour Seminar - October 2011, New York, NY
oNavigating the FAR - Federal Accounting Regulation
Thomas Reuter 16-hour Seminar - October 2011, Washington, D.C.
oContract Administration of Federal Contracts Under the FAR
Timberline Training Program at Accordant Academy in Saddlebrook, New Jersey
Skills
Construction & Real Estate Development Sectors
AIA Requisitions AIA G702/G703, Change Orders AIA G701, AIA Contracts – Owner Contracts, Sub-Contractor Contracts – General Business Matters Contracts- in-depth knowledge, and experience. including drafting and review and interrupting for other team members
ACRs, anticipated cost reports, Project Cash Flow-Cash Requirement Reports, Budgeting-Forecasting
Timberline Sage 300 Contractor Real Estate & Property Management & Sage Master Builder Products – accounting – project/job costing – property management, major software upgrades, installations, conversions
Computer software and hardware conversions, doing it the correct way, doing it in record time through proper planning and effectively use the outside experts, making all third parties work together
Telecommunication, understanding the needs of the company to maximize staff time, communications leading to greater efficiencies in all corporate matters through smart proper complete communications
Microsoft Office – maximizing use of these incredible software tools to build effective, informative financial reports meeting and exceeding the needs of the end-users
QuickBooks – Multiple Organizations (+110 entities under the control of one management group) with extensive inter-company activity - billings, cash transactions, management fees, general and administrative expenses, investor accounting and relations, 101% job-project costing, intercompany Due To – Due From.
oCustomized reports designed, written, built-in QuickBooks (never before, not canned reports maximizing the inner working of the software) including Anticipated Cost Reports - ACRs, Change Order Tracking – Owner Side, Sub Side, General Requirements & General Conditions Cost Reports providing detailed historical facts and figures, Customized Project-Job Reports, Backlog Reports.
Microsoft Dynamics SL (Solomon Platform)
Insurance & Bonding – General Liability, Umbrellas, Pollution, Professional, Workmen’s Comp
& Multiple Audits all with near to zero adjustments
oCCIP - Contractor Controlled Insurance Programs - OCIP - Owner Controlled Insurance Programs
oOwner Developer – Construction Manager Joint Site-Specific Insurance Programs
oSurety and Sub-Guard Insurance Programs, Surety Bonds For Construction Industry Projects
oBond Underwriting Public Issues – New Issuances
oCorporate Benefit Programs and Workmen’s Compensation Programs – PEOs v. Traditional, extensive experience in identifying, implementing the best-in-class program for the company & the employees at substantial cost savings to the company and individual participants. Implementing Best-In-Class to enable the organization to attract the best and most talented and then retain the best people in their respective fields.
Memberships - Affiliations
NYS CPA Society - Associate Member
CFMA - CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION, Long Island Chapter
References Available Upon Request