Bio
Credentials
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Certified Internal Auditor
Institute of Internal AuditorsJun, 1978- May, 2026 -
Certfied Public Accountant
American Institute of Public AccountantsJul, 1977- May, 2026 -
Certified Public Accountant
Wisconsin Institute of Certfiied Public AccountantsJul, 1977- May, 2026
Experience
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Titus, Robert Half, Jefferson Wells
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Milwaukee, Woisconsin
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Financial Consultant
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2004 - 2009
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Milwaukee, Woisconsin
Titus, Robert Half, and Jefferson Wells are consulting firms that deliver professional services in the areas of internal audit and controls, accounting and finance, tax, and technology services. I was recruited as a financial consultant to provide expertise in Sarbanes-Oxley procedural documentation and control identification and testing, financial analysis, and interim finance management. Conducted SOX control review and testing for a large Milwaukee based manufacturing firm and for a Milwaukee based air carrier. Performed interim Controller duties for a large Milwaukee based privately held foundation until suitable staff was hired. Supervised all payroll functions including all year-end work for a Mequon Wisconsin based manufacturing company until full time help was in place.
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Chief Financial Officer
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Aug 1994 - Jul 2002
Polacheck Management was one of the largest third party property management firms based in Wisconsin. Properties under active management included retail, office, and industrial properties located in Milwaukee and Madison. I managed all accounting and reporting functions, risk management, 401K Trustee, payroll processing and control, portfolio wide cash reporting and forecasting, budgeting and long range planning, and prepared banker presentations and new contract proposals.
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Clipper Affiliates
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Durham New Hampshire
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Cheif Financial Officer
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Feb 1988 - Mar 1994
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Durham New Hampshire
As Chief Financial Officer I reported to the principal owner and was responsible for most financial affairs, including accounting and reporting, budgeting and pricing, raising capital and debt administration, cash management and control, insurance and risk management, and governmental cost reporting, tax filing, and audit liaison. Secured a $17.9 million dollar long term loan with a large Midwest based insurance company, established a retrospectively rated workers' compensation program to better control costs and save premiums, designed, administered, and implemented a consolidated partially self funded group health plan to better control company wide health costs.
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Congoleum Corporation
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Portsmouth New Hampshire and Milwaukee Wisconsin
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Vice President, Manager of Finance, Manager of Accounting, Auditor
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Jun 1975 - Nov 1987
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Portsmouth New Hampshire and Milwaukee Wisconsin
Congoleum was one of the largest privately held multi-million dollar Conglomerates with annual revenues in excess of $850 million until it was sold off in 1987. This fortune 500 sized Conglomerate was a shipbuilder for the United States Navy, manufacturer of floor coverings and home furnishings, and distributor of automotive parts and industrial supplies. In my numerous positions with Congoleum I managed the accounting department, developed divestiture plans, conducted sale negotiations for non-performing business units, prepared overhead cost submissions and cost impact statements for the Defense Contract Audit Agency (DCAA) and the United States Navy in auditing contract costs; and I prepared cost estimates for new proposals, and to help in resolving questioned cost issues.
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Price Waterhouse & Co.
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Milwaukee, Wisconsin
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Auditor
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Jan 1973 - May 1975
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Milwaukee, Wisconsin
Price Waterhouse is one of the largest Certified Public Accounting firms in the United States. As as auditor I was responsible for conducting audit reviews of various Milwaukee based manufacturing concerns.
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Education
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1968 - 1972University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Accounting and Finance
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