Experience

PINCUS PLASTIC SURGERY PC

• United States
• Medical Practices
• 1 - 100 Employee

• CFO/Controller

  • Mar 2019 - Present

  Retained to assist with all facets related to startup and financial operation of new medical practice. Participated in real estate and equipment negotiations and acquisitions for office space and medical equipment. Also, involved with vendor relations and staff hiring along with Nextech EMR and ADP payroll system implementations. Developed controls and processes to handle daily revenue collection and processing and A/P and cash management functions. Retained to assist with all facets related to startup and financial operation of new medical practice. Participated in real estate and equipment negotiations and acquisitions for office space and medical equipment. Also, involved with vendor relations and staff hiring along with Nextech EMR and ADP payroll system implementations. Developed controls and processes to handle daily revenue collection and processing and A/P and cash management functions.



Loews Corporation

• United States
• Investment Management
• 100 - 200 Employee

• Director, Investment Operations & Accounting

  • Mar 2001 - Aug 2018

  Recruited, developed and mentored a securities operations, accounting and analytics team of nine professionals that directed securities transactions from execution through settlement and posting to general ledger, supporting an actively traded corporate investment trading group that managed more than $5Bn in equities, options, fixed income, currencies, futures, commodities and swaps. Continuously evaluated and improved systems by developing and leveraging team’s strategic analysis capabilities as well as partnering with IT, Treasury, Audit, a 30-member investment team and external stakeholders to develop processes and tools that achieved each area’s individual objectives. A few of my accomplishments in this role included: ► Developed and administered a Bloomberg middle office security and transaction interface along with the SS&C’s Advent Geneva back-office and accounting solution in addition to a JD Edwards G/L interface integration. ► Introduced financial and performance reporting and risk management to support the addition of a separate stand-alone global macro investment fund. ► Designed and developed Sarbanes-Oxley Section 302 internal control processes that form the foundation for quarterly review and assessment of internal controls. ► Transformed a passive staff into a cohesive team of motivated and engaged professionals valued for their success at performing their daily functions as well as spearheading company-wide initiatives including cross-functional efficiency improvements and ERP implementations. ► Pioneered a quarter-end process to prepare and disseminate a PowerPoint slide deck presentation to auditors, investment/finance leaders, CFO and other key decision-makers that showcased the quarterly financial performance and quarter end composition of the holdings in the investment portfolio. Show less



Daiwa Capital Markets America Inc.

• United States
• Financial Services
• 300 - 400 Employee

• Assistant Vice President

  • Dec 1992 - Jan 2000

  Excelled in staff role which resulted in promotion to Manager of Mortgage-Backed Securities (MBS) Product Accounting and then to Assistant Vice President of Internal Financial Analysis and Reporting, spearheaded the preparation of detailed commentaries of budget variances for all operating and support groups as well as ad-hoc analyses. Promoted to Assistant Vice President of Comm MBS (CMBS) and Structured Finance, directed all accounting functions, processes, and systems to support the CMBS, Structured Finance and Derivative Swap trading groups. Some of my key contributions include: ► Designed and instituted firm’s five-year strategic planning process to provide clarity to Tokyo based management. ► Introduced and generated analyses of infrastructure cost allocations, ticket volume, cost reduction proposals, expense and headcount to provide management with tools to assess corporate profit and cost centers. ► Formulated and implementing fixed expense budgets and front office revenue and expense budgets. Show less


Adecco Staffing, USA
• Divisional Assistant Controller

  • Mar 1986 - Jan 1992

New York Life Insurance Company
• United States
• Financial Services
• 700 & Above Employee
• Senior Accountant

  • Oct 1982 - Mar 1986