Experience

Francis W. Parker School, Chicago

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Chief Financial Officer

  • 2004 - Present

  Direct the strategic planning, budgeting, cash flow management, and financial reporting for a 930 student, JK–12, independent, private day school with annual operating revenue of $35 million. Oversee information technology, risk management, facilities management, human resources, food service, after-school and summer programs. Direct the strategic planning, budgeting, cash flow management, and financial reporting for a 930 student, JK–12, independent, private day school with annual operating revenue of $35 million. Oversee information technology, risk management, facilities management, human resources, food service, after-school and summer programs.



Entertainment Marketing, Inc.

• Chief Financial Officer

  • 1996 - 2003

  Led the strategic planning, budgeting, cash flow management, tax planning and financial reporting of a $40 million marketing services agency. Also directed information technology, risk management, organizational design, corporate communication and human resources through a six-person management team. Led the strategic planning, budgeting, cash flow management, tax planning and financial reporting of a $40 million marketing services agency. Also directed information technology, risk management, organizational design, corporate communication and human resources through a six-person management team.



Philip Rootberg and Company, LLP, Certified Public Accountants

• Supervisor

  • 1991 - 1996

  Managed field and office engagements in manufacturing, real estate management and development and service businesses that involved supervision, training and performance evaluation of staff accountants. Also applied GAAS and GAAP in financial statement preparation for audits, reviews, compilations and other financial reporting and prepared tax returns, technical research and compliance planning for corporations, partnerships and individuals. Managed field and office engagements in manufacturing, real estate management and development and service businesses that involved supervision, training and performance evaluation of staff accountants. Also applied GAAS and GAAP in financial statement preparation for audits, reviews, compilations and other financial reporting and prepared tax returns, technical research and compliance planning for corporations, partnerships and individuals.



Weiss and Company LLC

• 1 - 100 Employee

• Senior Accountant

  • 1988 - 1991

  Prepared financial statements and tax returns for clients in several industries, including SEC compliance. Prepared financial statements and tax returns for clients in several industries, including SEC compliance.