Experience

R2 Unified Technologies

• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2021 - Present

  Boca Raton, FL Top financial executive for information technology reseller

• Controller

  • Aug 2017 - Sep 2021

  Boca Raton, Florida, United States



Creative Financial Staffing (CFS)

• United States
• Staffing and Recruiting
• 400 - 500 Employee

• Consultant

  • Jul 2017 - Aug 2017

  Boca Raton, Florida Work with clients to implement system improvements, review processes to create efficiencies.



ASK Consulting

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Consultant - Revenue Recognition Manager

  • Nov 2016 - Jul 2017

  Greater Chicago Area Manage revenue recognition team for $100M division of a global Fortune 200 software company.



Cisco

• United States
• Software Development
• 700 & Above Employee

• Controller

  • Jan 2015 - Aug 2016

  Greater Chicago Area Responsible for financials systems and accounting of Neohapsis, which was acquired by Cisco in January 2015.



Neohapsis, now part of Cisco

• United States
• Computer and Network Security
• 1 - 100 Employee

• Director of Finance

  • Jun 2013 - Jan 2015

  Greater Chicago Area Senior financial executive responsible for management of all financial operations. Responsibilities: • Prepare and present financial statements • Manage annual budgeting process • Manage financial and statutory audits • Manage treasury operations • Manage accounts operations • Responsible for contract review to ensure proper accounting treatment • Prepare and file indirect tax returns • Manage payroll including bonus and commission plans • Manage staff of 2

• Controller

  • Mar 2012 - Jun 2013

  Chicago, Il Responsible for daily accounting operations including Accounts Receivable, Accounts Payable and Cash Management.



Brilliant®

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Consultant

  • Feb 2011 - Nov 2011

  Schaumburg, IL Work at client locations to provide support in the accounting and finance areas. Work to document procedures and evaluate processes to create efficiencies and cost savings.



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Assistant Controller

  • Sep 2007 - Dec 2010

  Danbury, CT Oversight of the Sales Tax Controllership process including account reconciliations, billbacks to the businesses, expense analysis & approval policies, reserve analysis, oversight of the compliance function, control audits, and compliance with SOX 404. Manage Genpact staff of 4 in the account reconciliation process for sales tax -open items, corrective measures, communication, & metrics Developed training process and documentation for Genpact team Performed analysis on sales tax… Show more Oversight of the Sales Tax Controllership process including account reconciliations, billbacks to the businesses, expense analysis & approval policies, reserve analysis, oversight of the compliance function, control audits, and compliance with SOX 404. Manage Genpact staff of 4 in the account reconciliation process for sales tax -open items, corrective measures, communication, & metrics Developed training process and documentation for Genpact team Performed analysis on sales tax returns and closed registrations in jurisdictions that were no longer needed. This was a savings of $1.5 million over three years. Recovered old tax receivables of $1 million from Citicapital acquisition that had been reserved in the acquisition Developed reconciliation status dashboard for senior tax management Assisted in the integration of the sales tax process for the acquisition of Citicapital Leasing. Streamlined the reconciliation process and reduced the report out time from 40 to 14 days Managed the absorption of three GE Capital business units' sales tax compliance Improved compliance reporting processes and reduced transaction reporting time by 25%. Show less



Liberty Tax

• United States
• Accounting
• 700 & Above Employee

• Owner

  • Jan 2007 - Dec 2010

  Danbury, CT Own and operate Liberty Tax Service franchise in Brewster, NY and Danbury, CT with my wife.



Mobius Management Systems

• Software Development
• 1 - 100 Employee

• Revenue Manager

  • May 2005 - Jun 2007

  Greater New York City Area Manage revenue recognition in accordance with SOP 97-2, SAB 101 and related EITFs and TPAs. Review contracts for to determine proper accounting treatment. Work with sales management to structure contracts that were in accordance with the accounting literature. Supervise staff of 2 professionals.



Apropos Technology

• Software Development
• 1 - 100 Employee

• Corporate Controller

  • Sep 2000 - Apr 2005

  Greater Chicago Area Responsible for all day-to-day accounting functions for US and International operations. Prepare all SEC filings and internal financial reports. Write all 10-K and 10-Q reports as well as 8-K reports. Compile and verify all necessary financial information to be included in SEC reports. Research and interpret any new accounting pronouncements and incorporate relevant changes into the SEC filings. Manage revenue recognition in accordance with SOP 97-2 and SAB 101. Perform tax planning and… Show more Responsible for all day-to-day accounting functions for US and International operations. Prepare all SEC filings and internal financial reports. Write all 10-K and 10-Q reports as well as 8-K reports. Compile and verify all necessary financial information to be included in SEC reports. Research and interpret any new accounting pronouncements and incorporate relevant changes into the SEC filings. Manage revenue recognition in accordance with SOP 97-2 and SAB 101. Perform tax planning and prepare tax filings. Show less



M. Ecker & Co.

• Controller

  • May 1998 - Aug 2000

  Greater Chicago Area Responsible for all day-to-day accounting functions and prepared financial statements.



MasTec

• United States
• Construction
• 700 & Above Employee

• Division Controller

  • Jan 1994 - May 1998

  Miami/Fort Lauderdale Area Prepare financial statements for division. Responsible for all accounting functions in division and reporting including government compliance reporting.



Best Travel & Tours, Inc.

• Accountant

  • May 1989 - Jan 1993

  Reconcile Accounts, Prepare financial statements.