Robert W. Meiselas, CPA, CGMA

North Merrick, NY *1566 advmny@r.postjobfree.com 516-***-****

Finance & Accounting Manager

Dedicated, detail-oriented finance and accounting manager with 10+ years of professional experience. Adept at analyzing processes and streamlining operations to increase productivity and savings. Strong ability to collaborate with internal and external partners on business strategy, financial analysis, and account reconciliation. Proven record of evaluating metrics and translating financial data into pertinent reporting. Known as an astute problem solver with exceptional communication skills and an enthusiastic approach to employee development.

Career Highlights

Championed creation of innovative continuing education program for accounting staff.

Generated 10% increase in assets during tenure leading fixed-income division.

Acknowledged for closing $2B fixed-income private placement.

Oversaw fixed income investments valued at $16B held by JP Morgan, including mutual funds, high-net investors, and balanced portfolios of more than $20M.

Key Expertise

Financial Accounting Communication Data & Credit Analysis

Process Improvement Financial Reporting & Analysis Leadership

Problem Solving Cross Functional Collaboration Relationship Building

Time Management Portfolio Management Auditing & Asset Management

Professional Experience

ADJUNCT PROFESSOR - Finance, St. John’s University, New York City, NY 2004 - Present

Provides collegiate-level curriculum instruction in finance courses, including banking, investment management, budgeting, and planning. Respond to student inquiries regarding course material and provide consistent updates on progression. Generate financial simulations to aid in comprehension of coursework.

ADJUNCT PROFESSOR – Economics & Finance, Nassau Community College, Garden City, NY 2003 - 2020

Instructed pupils on economics and finance principles following established course curriculum. Established strong relationships with students and colleagues to ensure academic success.

Chosen to instruct trainees at a high-profile fortune 500 organization.

Selected to teach senior-level students in personal finance degree program.

Early Career Experience

PRESIDENT – Private Municipal Advisors Inc, Merrick, NY

Constructed fixed-income private placements for JP Morgan Investment Management division. Analyzed previously established private placements to ensure adherence to contractual requirements.

Credited for launching brokerage firm utilized to provide financial services to clientele.

SENIOR FIXED INCOME PORTFOLIO MANAGER – JP Morgan, New York City, NY

Provided oversight for team of fixed income specialists advising clients and advisors on appropriate solutions. Collaborated with advisors to identify client needs and highlight areas of opportunity to generate client leads. Conducted detailed analysis of credit information and economic conditions to educate subordinates on profitable investment decisions.

Awarded position as head of portfolio management division due to solid work ethic and ability to collaborate with clients and internal partners.

Generated loan portfolio valued at $1B by partnering with brokers to create private loans with varying entities.

Headed the internal audit (300 auditors) for one of the largest banks in the world.

Education & Professional Development

Doctor of Business Administration (DBA) – All But Dissertation (ABD), University of Phoenix, AZ

Master of Science – Higher Education Administration, Hofstra University, Hempstead, NY

Master of Science – Accounting & Taxation, Long Island University, Brookville, NY

Bachelor of Science – Accounting & Economics, St. John’s University, Queens, NY

Diploma in Systems Information Auditing, New York University, New York City, NY

Certified Public Accountant (CPA)

Technical Skills

Microsoft Office Suite (Word, Excel, PowerPoint, Access)

Community Service & Affiliations

Board of Trustees – Presbytery of Nassau and Suffolk County,

Presbyterian Camp & Conference Association, Member, Former Chief Financial Officer

Financial Management Association, Member

New York State Society of CPAs, Member

American Institute of CPAs, Member

NYSSCPA – Nonprofit, Investment Management Committee Member

Contact this candidate