Experience

The Delta Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• CFO Consultant

  • Dec 2002 - Present

  Leo is a finance expert with exceptional modeling skills; he has a passion for forward-looking models that mathematically and financially forecast a company’s future operations. Leo is driven to create models that are easy to use and communicate a strategy, metrics and results externally to lenders and investors and internally to management to control risk. Leo believes that model simplicity is the only way to communicate a vision in numbers as well as measure and control results.As a CPA, Leo worked in the areas of audit, tax and consulting. As a CFO, he applied his knowledge, passion, and skills to operations and financing, elevating companies to new levels. Now as a CFO Consultant, Leo is helping company access financing, financially model operations and access data analytics that brings insight into business decisions.



Curran Management Services

• CHIEF FINANCIAL OFFICER

  • Jan 1999 - Jan 2002

  Managed the overall financial operations and information systems of five companies with revenues totaling $60M annually which included developing and managing outside financial relationships and building business systems for a company that develops, markets and sells vacation resorts. Managed the overall financial operations and information systems of five companies with revenues totaling $60M annually which included developing and managing outside financial relationships and building business systems for a company that develops, markets and sells vacation resorts.



Shepherd and Goldstein, CPA's

• MANAGER

  • Jan 1990 - Jan 1999

  Managed a wide range of business development consulting services in addition to tax consulting, accounting and auditing engagements. Developed the consulting services division of the firm, which included CFO services relative to strategic planning, business process reengineering, acquisitions, due diligence and financing. Managed a wide range of business development consulting services in addition to tax consulting, accounting and auditing engagements. Developed the consulting services division of the firm, which included CFO services relative to strategic planning, business process reengineering, acquisitions, due diligence and financing.



Holbrook and Kaplan, CPAs

• SENIOR ACCOUNTANT

  • Jan 1985 - Jan 1990

  Performed and supervised audits, reviews and compilations, provided corporate, partnership and individual income tax services. Prepared federal and state tax returns which included tax planning, tax research and communication with federal and state agencies. Performed and supervised audits, reviews and compilations, provided corporate, partnership and individual income tax services. Prepared federal and state tax returns which included tax planning, tax research and communication with federal and state agencies.