Experience

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  Available >> Short Notice

  • New York, New York

  • Financial Consultant/In CFO search

    • Jul 2015 - Present
    • New York, New York

    Engagements: Director of Finance, 75 employee private high school: cash management, disbursement control, payroll management, benefit renewals. Quantitative Analyst for prop trading firm: designed trading tactics to mimic highly successful trader. Financial Consultant: securities analysis, cost analysis and software project management. Investment Manager: common stock portfolios.Watchful for situations requiring action. Quick to develop/present alternatives. Careful in committing resources.Relentless in completing tasks at hand.Daniel P. Doyle

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  Gramercy Cardiac Diagnostic Service, P. C.

  • New York, New York

  • Chief Operating Officer and Chief Financial Officer

    • Nov 2012 - Jul 2015
    • New York, New York

    Gramercy Cardiac Diagnostic Services is an $18.0 million diagnostic service that specializes in nuclear imaging to detect cardiovascular disease. High tech, multi location practice with 100 physicians and staff. Managed operational matters, billing, accounting, financial reporting, payroll, HR/benefits, general insurance and capital expenditures. Led major real estate search/renovation/financing work to create new HQ office in Manhattan. Evaluated medical practices as acquisition candidates. Was liaison with attorney, accountant and bankers. Upgraded Independent Contractor contracts and rental agreements in use. Negotiated with landlords, physicians and vendors. Dealt with new ADA requirements. Dealt with compliance issues.Addressed payroll and benefits matters, including salary decisions and commission calculations. Identified distortion in the incentive plan for six Marketers. Developed alternate incentive plan to incorporate both overall results produced by the practice and the accomplishments of individual Marketers. Led reorganization of departments and instituted monthly reporting by managers. Hired Echocardiography Manager. Hired Technology Manager and then converted to an outside technology service firm. Evaluated acquisitions of cardiology and imaging practices. Initiated capital expenditure proposals for medical equipment. Restructured financial reporting and the performance reporting for dozens of revenue-producing contractual relationships. Secured substantial insurance claim for storm damage. Redesigned charts of accounts so as to facilitate corporate consolidations. QuickBooks in use.

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  Governance & Accountability Institute

  • New York, New York

  • Senior Consultant and Fellow of the Institute

    • Jan 2012 - Nov 2012
    • New York, New York

    The firm is a research and advisory firm specializing in sustainability, corporate responsibility, governance and issue management. Firm is the Data Partner for the Netherlands-based Global Reporting Initiative (GRI).A U.S. industrial client of the Institute wanted comparisons between its corporate responsibility report and the corresponding reports of two of its domestic and three of its foreign competitors. I summarized how those five competitors, and the client, responded to several Parameters and Indicators within the Framework of the GRI. Work enabled the client to upgrade its corporate responsibility report for 2012.Compiled research on the educational programs sponsored by ten major industrial firms, as described in their corporate responsibility reports and elsewhere. Also compiled research on how ten firms were dealing with Materiality in the context of the GRI Framework.Initiated and produced an analysis that described the prevalence of Assurance Statements among the corporate sustainability reports that were published worldwide during a six year period. Compiled statistics from over 6,400 sustainability reports via use of pivot tables.Produced an analysis of the presence of Assurance Statements in the corporate responsibility reports published by U.S. organizations in 2011. Examined the scope of each statement and the type of firm that were providing them.

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  Cardiovascular Associates of New York, P. C.

  • Bayside, New York

  • Chief Financial Officer

    • Jun 2006 - Jan 2012
    • Bayside, New York

    STRATEGIC ACTIONS:Instituted project of renegotiating Operating Agreement of the practice among the employee-shareholders of CVA in 2007. Introduced attorney skilled in health care to draft an agreement and to lead negotiations. Participated in restructuring of executive compensation and led the final negotiations to strike an agreement. Recruited and acclimated a Chief Operating Officer. Produced an Offering Memorandum in 2008 for four hospitals intent on a major business combination, responded to their due diligence requests and spearheaded related negotiations, which culminated with an agreement that leased the practice for $92.0 million to Lenox Hill Hospital for 66 months. Wrote financial sections of the agreement. Responded to extensive due diligence requests in 2010 from the North Shore-Long Island Jewish Health System after it entered into a partnership with Lenox Hill Hospital and it expressed interest in a superseding deal with CVA. Deal consummated in May 2011.Addressed the transition of CVA employees over to North Shore entities and handled other transition matters, including termination of the 401(k) plan and other benefit plans, termination of malpractice polices and restructuring of general insurance. Set up new arrangements for real estate leases, for equipment leases and for various service contracts. Dealt with sales of assets. Set up reporting to secure $900 thousand in reimbursement from North Shore for post-deal-date expenses.ROUTINE TASKS:Managed accounting, cash disbursements, cash positions and financial reporting. Handled bank relations, insurance and tax matters. Managed payroll and benefit programs, including health, dental, disability and retirement plans. Cut health plan expense by 20.0% in 2008 by recasting plans offered. Explored extensively a proposal to add a defined benefit program on top of the 401(k) plan to enhance shareholder-employee compensation.

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  National Consumer Marketing, LLC

  • New York, New York

  • Vice President and Chief Financial Officer

    • Jul 2005 - Feb 2006
    • New York, New York

    Multi channel direct marketer of coins, jewelry and other products. $48 million in sales/180 employees. Cleaned up accounting matters and instituted quarterly financial reporting. Dealt with severe cash flow situation by managing partial payment agreements with vendors. Handled bank loan agreements, payroll, 401(k) admin, equipment leasing, business insurance, facilities, outside auditors, and taxes. Produced due diligence materials for prospective sale of company. Brought in advance payment of $2 million that provided temporary liquidity.

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  Ross Capital Mangement

  • New York, New York

  • Chief Financial Officer

    • Nov 2004 - Jan 2005
    • New York, New York

    Investment company with interests in nursing education and consumer products distribution. Created a direct marketing model to relate promotion expenses for student recruitment to subsequent tuition revenue. Managed the financial side of construction of a $10 million offshore facility for a school of nursing education. Instituted use of database to track prospects for academic affiliation.

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  Westbury Logistics

  • Port Washington, New York

  • Chief Financial Officer

    • Mar 2001 - Nov 2004
    • Port Washington, New York

    Transportation, real estate and records storage company.Directed accounting, financial reporting, financing, taxes, business insurance, employee benefits and real estate matters for a group of nine corporations with combined revenues of $12 million. Rolled out replacement health plan to save $100 thousand/year. Renewed property/liability insurance in exceptionally tight markets. Conducted litigation support in defense against shareholder lawsuits. Conducted forensic audit that resulted a criminal conviction. Handled life insurance/ trust/estate matters for the principals. AccPac software.Employed for two periods: Jan to May, 2000 and March 2001 to Nov 2004.

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  Lazio 2000, Inc.

  • New York, New York

  • Chief Financial Officer

    • Jun 2000 - Nov 2000
    • New York, New York

    Rep. Rick Lazio’s run for the U. S. Senate. Set up offices in six weeks for 55 person campaign staff. Renovated space and procured data processing/communication equipment. Managed accounting for $42 million, six-month campaign. Handled payroll, housing requirements, office services, and insurance. Liquidated assets to terminate lease early.

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  Publishers Clearing House

  • Port Washington, New York

  • Treasurer

    • Mar 1976 - Jan 2000
    • Port Washington, New York

    Blue chip, international direct marketing company specializing in magazine subscriptions, home entertainment and household merchandise. Had 1,050 employees, a 25 year record of profitable sales growth and sales in excess of $1.3 billion. Reported to Vice President, CFO. Promoted three times.- Banking. Assisted with private placement memorandum for $41 million term loan. Handled revolving credit agreements. Minimized the cost of financing million-dollar prizes for 30 sweepstake winners though bond purchases.- Credit & Collections. Directed the establishment and implementation of credit and collections policies for ten years for consumer direct marketing programs having credit sales well in excess of $500 million/year. Managed testing to boost collections by tens of millions.- Capital Expenditures. Directed the assembly of an annual $10 million Capital Expenditure Plan and subsequent reporting. - Pension/Investments. Directed reporting on $100 million pension portfolio. Changed investment advisor for the pension plan to halve advisory fees and to expand choices for participants. - Operating Budgets. Compiled and published semiannual company operating budgets. Wrote company-wide cash forecasting model in Excel that was tied to operating budget. - Real Estate. Directed planning and construction of $6 million fulfillment and customer service facility. Negotiated and administered building leases. Reduced real estate taxes via certiorari.- Promotional Development. Proposed use of Treasurer copy in promotion pieces, leading to profitable use of “Treasurer Letters” for seven years. Initiated an Extension Program under which customers were offered the opportunity to double the term of recently ordered subscriptions. Became a highly profitable $100 million program. Initiated pch.com web site. Investigated multivariable testing (MVT) technology to increase package testing capacity.

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  United States Marine Corps

  • Da Nang, Vietnam and Quantico,Virginia

  • Captain

    • Oct 1965 - Jan 1969
    • Da Nang, Vietnam and Quantico,Virginia

    Supply Officer (3002) for Shore Party Battalion, a light engineering unit, in Chu Lai and Da Nang.Supply Officer for Officer Candidates School, Quantico.