Bio
Experience
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Partner
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Jun 2010 - Present
Friendly, reliable CPA firm• Full-service - Tax and Accounting• Strategic Consulting, including business plan & sales strategy development.• Advising new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions.
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Director of Finance
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Sep 2007 - Jun 2009
Managed a staff of five for preparation of monthly financial statements and variance analysis. Worked with internal and external auditors to document procedures including Sarbanes Oxley compliance.Power user of Excel, Word, Outlook, JD Edwards, ScheduAll, GL Company, Cognos, and Hyperion.Implemen...
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Interim Chief Financial Officer
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Jan 2006 - Sep 2007
Critical filing of unrecorded sales tax returns for manufacturer of material handling equipment.Resolved two audits in progress. Successfully negotiated waiver of penalties. Claimed refunds of Canadian taxes.Supervised four person accounting department.Coordinated the activities in emergency fina...
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Controller
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Oct 1995 - Dec 2005
Built banking relationship for manufacturer of molded plastic products as senior financial executive for closely-held S corporation with audited financial statements. Negotiated purchase of new facilities including financing and tax-free sale of old facilities.Implemented Enterprise Resource Plan...
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Senior
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1982 - 1988
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Vice President
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1970 - 1974
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Education
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1974 - 1982Caltech
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1979 - 1981Suffolk University
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Brookline High
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Industry Focus. “Accounting and Auditing”
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