Tom Harris, CFO/President, CPA, MBA
Chief Financial Officer at Jewish Federation of Western Connecticut- Claim this Profile
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Bio
Experience
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Jewish Federation of Western Connecticut
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Chief Financial Officer
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Feb 2023 - Present
Southbury, CT Relied upon by the CEO and board to direct Accounting, Budgeting ,Cash Management, Monitor and report on performance. • Directs the preparation of all financial statements, including income statements, balance sheets, tax returns, and governmental agency reports. • Oversees annual budget and analyzes monthly and report to the Board. • Develops and monitors business performance metrics. • Assess current accounting operations, identify those that need improvement, and implement… Show more Relied upon by the CEO and board to direct Accounting, Budgeting ,Cash Management, Monitor and report on performance. • Directs the preparation of all financial statements, including income statements, balance sheets, tax returns, and governmental agency reports. • Oversees annual budget and analyzes monthly and report to the Board. • Develops and monitors business performance metrics. • Assess current accounting operations, identify those that need improvement, and implement new processes Show less
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Pison Stream Solutions Inc.
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United States
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Research Services
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1 - 100 Employee
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CFO/President and Board Member
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Apr 2018 - Jun 2022
NYC and Cleveland Relied upon as a strategic business partner to the CEO and Board of Directors influencing all high-level decisions and strategic plans for the global leader in the research and development of chemical compositions for niche markets, such as Defense, Aerospace, and Automotive, among others. Responsible for Finance, Risk Management, HR, IT, Sales, Purchasing, Facilities, Manufacturing and Shipping functions. • Provided strategic operational oversight while collaborating with the other… Show more Relied upon as a strategic business partner to the CEO and Board of Directors influencing all high-level decisions and strategic plans for the global leader in the research and development of chemical compositions for niche markets, such as Defense, Aerospace, and Automotive, among others. Responsible for Finance, Risk Management, HR, IT, Sales, Purchasing, Facilities, Manufacturing and Shipping functions. • Provided strategic operational oversight while collaborating with the other executive leaders to commercialize the portfolio of specialty chemical products and quickly position the group as a disruptive force . • Built and fostered powerful relationships with investment bankers and other strategic partners to monetize company’s proprietary technology. • Provided strategic financial oversight and executed plans to raise debt and equity financing to support development stage operating activities. • Designed and implemented the company's initial annual budgeting and long-term planning process, including developing financial models to support related financial budgets and plans. • Drove improvements across all areas to slash annual operating expenses by 25 %, including streamlining headcount and operations. • Oversaw the preparation of key management reports, including monthly and other periodic reports to assess actual performance versus plan and implemented remediation measures where applicable. • Directed the preparation of annual financial statements and coordination of audit activities with external auditors. • Presented operational and financial performance, as well as current and emerging trends to the Board of Directors. Chaired board meetings. Show less
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Owner
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Feb 2013 - Apr 2018
Weston, CT Launched and led an independent business consultancy and functioned as the Principal Consultant over two different career periods collaborating with companies of all sizes to achieve operational excellence and financial growth. Clients came from across a wide range of sectors, such as Media, Medical Device, Software Development, Information Technology, and Manufacturing and not-for-profit organizations. • Guided (as contract CFO) client strategic planning for public and private… Show more Launched and led an independent business consultancy and functioned as the Principal Consultant over two different career periods collaborating with companies of all sizes to achieve operational excellence and financial growth. Clients came from across a wide range of sectors, such as Media, Medical Device, Software Development, Information Technology, and Manufacturing and not-for-profit organizations. • Guided (as contract CFO) client strategic planning for public and private companies. • Developed detailed financial models/forecasts for clients, analyzed & key performance metrics and made presentations to potential investors to secure public and private financing to fund activities. • Reviewed top to bottom staffing and operational frameworks to recommend changes to maximize execution and effectiveness. • Generated IFRS financial statements and TSX (Canadian Exchange) reports depending on clients’ needs. • directed preparation of annual financial statements and coordinated order of public company financials. Show less
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CFO
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Aug 2010 - Jan 2013
New York City Metropolitan Area Partnered with the CEO and executive leadership team to deliver strategic financial insights to guide strategic planning. Delivered presentations on ongoing initiatives and performance to the Board of Directors, Investors, and other stakeholders for the not-for-profit educational and community development organization, as well as it's for-profit real estate development operating units. • Supervised the review and documentation of policies and procedures to update financial controls and risk… Show more Partnered with the CEO and executive leadership team to deliver strategic financial insights to guide strategic planning. Delivered presentations on ongoing initiatives and performance to the Board of Directors, Investors, and other stakeholders for the not-for-profit educational and community development organization, as well as it's for-profit real estate development operating units. • Supervised the review and documentation of policies and procedures to update financial controls and risk management plan. • Spearheaded strategic efforts to reassess the organization's business development plans and develop and implement an organizational restructuring initiative, which cut annual expenses by over 12%. • Led initiatives to successfully restructure debt instruments with lender and strengthen the organization’s financial position. • Functioned as chief liaison with auditors and managed all phases of annual financial audits, form 990’s and other compliance reporting for individual, corporate, New York City, New York State and federally funded programs. • Delivered comprehensive financial models and insights to assist with shaping and executing business plans. Show less
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The Associated Press
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United States
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Media Production
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700 & Above Employee
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CFO and Treasurer
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Jul 2003 - Nov 2004
Greater New York City Area With the Associated Press, I assumed full ownership of Accounting, Treasury, Risk Management, Internal Auditing, Purchasing, and other critical functions, while directing and optimizing the performance of a 100+ member team. • Negotiated and secured a $25M, short-term bank financing extension to continue financing the company during initial business planning and another $60M in long-term bank financing to fund vital capital projects. • Introduced an effective and decentralized… Show more With the Associated Press, I assumed full ownership of Accounting, Treasury, Risk Management, Internal Auditing, Purchasing, and other critical functions, while directing and optimizing the performance of a 100+ member team. • Negotiated and secured a $25M, short-term bank financing extension to continue financing the company during initial business planning and another $60M in long-term bank financing to fund vital capital projects. • Introduced an effective and decentralized planning and reporting process to improve reporting capabilities. • Influenced annual budgets with specialized financial models. • Built and launched a new Internal Audit Department, including hiring the Director and designing a functional annual audit plan to strengthen financial controls for the international organization. Show less
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Time Warner Cable
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Telecommunications
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700 & Above Employee
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CFO
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1983 - 2003
Highlights include: • Oversaw a team of 250+ professionals, while taking responsibility for Accounting, SEC Reporting, Treasury, Tax, Program Contract Compliance, Budgeting, Strategic Planning, Risk Management, and other critical functions. • Partnered with CEO and other top business leaders to shape long-term business plans and make key changes, such as decentralizing operating and financial functions, to catalyze strong growth for the $8B++, 40-division entity. • Spearheaded… Show more Highlights include: • Oversaw a team of 250+ professionals, while taking responsibility for Accounting, SEC Reporting, Treasury, Tax, Program Contract Compliance, Budgeting, Strategic Planning, Risk Management, and other critical functions. • Partnered with CEO and other top business leaders to shape long-term business plans and make key changes, such as decentralizing operating and financial functions, to catalyze strong growth for the $8B++, 40-division entity. • Spearheaded post-acquisition reorganizations to integrate a number of acquired entities. • Negotiated with the FCC to boost regulated revenues by approximately $100M annually more than regulated rates. Show less
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Education
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Southern Illinois University, Carbondale
B.S., Accounting -
Long Island University
MBA, Finance