Controller/CFO

Gregory J. Stepic MBA, CPA

**** ******** ***** **., ****** Beach, FL 33446  561-***-****  ********@***.***

Financial Manager and CFO

Experienced financial professional with a track record of success in partnering with business owners and senior managers to directly impact an organization’s strategic vision, growth and profitability.

Extensive start-up and small business financial management experience. Developed and managed all financial aspects of growth initiatives in diverse organizations. Led the financial division in partnership with key management. An experienced, effective and credible communicator and liaison with management, staff, owners, investors, shareholders, investment community, consultants, lawyers and auditors.

Key Skills: Financial reporting and analysis, SEC reporting, accounting, budget and controls, system design, development and implementation, cash management and treasury functions, human resources and benefit planning, risk management, staff training and mentoring, corporate financing, fund-raising, strategic planning, mergers and acquisitions, corporate communications, investor and shareholder relations, audit liaison, tax planning and compliance.

MBA, Accounting/Finance, New York University BS, University of Notre Dame CPA, New York State

SELECTED ACCOMPLISHMENTS

Enabled privately held door and window R&D Company to develop opportunity for commercial application and positioned for growth, profitability and sale to private equity group for $68M. Partnered with CEO to set up business, develop product innovation and technology for a number of door and window products. Patent pending innovations developed over 4 year period were positioned for sale to a private equity group for manufacturing and distribution. Led all financial operations of business including business plan development.

Enabled privately held software R&D Company to develop opportunity for commercial application and position for growth, profitability and sale to a public company for $28 M. Partnered with CEO to set up business, develop product and manufacturing operations, obtain FDA approval and national distribution and position for sale to public company over a 13-month period!

Led reorganization and restructuring effort to position $125M marine sales and Service Company for additional business opportunities, growth, profitability and eventual sale. Identified operational and financial deficiencies and suggested solutions, inspired cultural change, steered aggressive cost containment, realigned key personnel, achieved financial discipline, managed and cultivated $20M in additional financing all of which led to profitability one year after initiatives completed.

Steered financial direction of premier Northeast real estate development and property Management Company. Managed and led all financial operations of company through periods of dynamic growth and change from start-up through eight-fold increase in revenue and development of commercial and residential projects in excess of $500M. Partnered with CEO, construction management, sales and leasing, and legal to build National Realty & Development Corp.into one of the premier real estate development and property management companies in the Northeast. Projects included retail shopping centers, commercial office buildings, industrial parks and residential developments.

CAREER SUMMARY

Vice President & CFO, Speyer Door and Window, Inc., 2005-2009. A founder of a start-up development company focused on innovative technology in the door and window industry. Directed every aspect of financial operations for this small business venture including fund raising, business plans, financial analysis and statement preparation, liaison with bankers, lawyers and investors/shareholders. Sold business in December 2009 for $68M.

Partner/CFO, DT&F LLC, 2003 – 2005. Partner and founder of this luxury yacht sales and marine services company. Developed business, sales and marketing plans. Direct all company financial operations and sales support functions.

Vice President & CFO, ICAD, Inc. (formerly ISSI), 2001 – 2003. Directed every aspect of financial operations for this $20M software technology company. Through fund-raising efforts and development of required company systems, policies and procedures enabled company to successfully transition from R&D venture to profitable operating company. Guided company through merger acquisition for $28M with publicly traded company.

Vice President & CFO, The Allied Marine Group, Inc. 1996-2001. Managed corporate financial operations for one of the largest privately held marine sales and service companies in the world. Directed staff of 15 and operating budget of $15M. Positioned company for sale to high net worth investor for $10M.

Vice President & CFO, National Realty & Development Corp., 1978-1996. Promoted to CFO in 1982 for one of the premier real estate development companies in the Northeast. Led financial division of company from start-up thru its development of over $500M of commercial and residential projects.

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