Manager Financial Analyst

Eric R. Kaufman

Westwood, NJ 201-***-****

***********@***.***

Financial Professional

Fiscal Analysis Financial Management Project Management

Senior leader with expertise in all facets of financial management, accounting, and project management for high-yield organizations. Skilled in collaborating with cross-functional professionals to develop and implement effective programs for revenue growth and cost reduction. Proven record of success assessing data and building impactful models to drive business development.

Financial Accounting

Business Analysis

Cost Reduction Strategies

Mathematics and Statistics

Forecasting & Budgeting

Systems Analysis

Process Improvements

Strong Communications

Project Management

Information Management

Systems Analysis

Interpersonal Skills

PROFESSIONAL EXPERIENCE

MENTAL HEALTH ASSOCIATION OF MORRIS COUNTY, Mountain Lakes, NJ 2006 – October, 2017

Vice President/Chief Financial Officer

Oversaw all aspects of daily operations for the Finance/Accounting department encompassing the Controller, Billing Manager, and a Senior Bookkeeper.

Developed and implemented budgets for a firm consisting of 80 employees with an annual revenue of $6M in advance of broader corporate goals.

Formulated fee-for-service computing unit cost and revenue model based on proposed rates.

Headed all audit engagements.

Reviewed and approved annual audits and 990s.

Managed fiscal operations by effectively managing G/L, A/R, J/E, financial statements, bank reconciliations, Medicaid, and ADP Payroll.

Prudential Insurance, Roseland, NJ 1997 – 2001

Project Office Manager

Liaised with cross-functional partners including 4 Vice Presidents, 2 program directors, 9 project managers, 40 business analysts, 10 developers, and 10 testers to assist on project management and financial initiatives.

Led a diverse team of project and program managers through a complicated initiative with an annual budget of $10M and 560K in administrated claims.

Served as Budget and Expense Coordinator for a range of initiatives with a combined annual budget of $50M+.

Held responsibility for demutualization, remediation, and new main-line insurance processing system implementation for various initiatives.

J.P. Morgan Investment Management Divisions, New York, NY 1996 – 1997

Vice President/Project Manager

Spearheaded project management duties for systems analysis operations for numerous initiatives in support of both short and long range goals.

Oversaw design and implementation projects on systems for large institutional investors, pension plans, and high net worth individuals.

Succeeded in converting a $2B account to a multi-currency portfolio management system while minimizing overtime and avoiding a trade freeze.

Rabobank Nederland, New York, NY 1986 – 1995

Vice President/Project Manager

Supported software applications associated with treasury, foreign exchange, stable value products, risk management, back-office trade processing, money transfer, financial/credit analysis, account management, and loan and letter-of-credit processing.

Selected and implemented cost-effective software for asset/liability management and derivative products.

Increased revenue by $7-15M annually by introducing a CASE tool in-house and devising/managing a GNMA, CMO and BIC systems.

CAREER NOTES

VIS Tell, Inc., CEO Earned patent # 5,903,870

New York City Housing Development Corp., Director of MIS & Financial Analysis

Office of the Special Deputy Comptroller, Principal Financial Analyst

Morgan Stanley & Company Inc., Programmer/Analyst

EDUCATION & CREDENTIALS

MBA Certificate, Tulane University, New Orleans, LA, 2003

MBA Program 51 credits, Computer Methodology, Baruch College, New York, NY

BA in Psychology, Richmond College, Staten Island, NY

COMMUNITY SERVICE

Parents Music Group, Westwood Regional Jr./Sr. High School, Vice President 2010-2012

NJ Care Plus, Volunteer 2009-2010

Department of Public Works, Recycling Center, Volunteer 2007-2008

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