Experience

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  Influential

  • New York, United States

  • Chief Financial Officer

    • Sep 2023 - Present
    • New York, United States

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  MWWPR

  • New York, New York, United States

  • EVP and Chief Financial Officer

    • 2015 - Aug 2023
    • New York, New York, United States

    MikeWorldWide & Berk Communications - Independent entities under common ownership. MWW: $55M PR agency with global partner/talent hub network across the U.S. and UK.; 225 employees. Berk Communications: industry award winning boutique PR firm; $9M+ annual revenue; 32 employees.Chief Financial Officer for MWWPR Group, responsible for the overall financial management across the US and UK base of operations. Team provides financial support across several practice groups and markets in client finance, financial planning and analysis, and accounting and reporting.

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  Berk Communications

  • New York, New York, United States

  • Executive Vice President and Chief Financial Officer

    • 2015 - Aug 2023
    • New York, New York, United States

    MikeWorldWide & Berk Communications - Independent entities under common ownership. MWW: $55M PR agency with global partner/talent hub network across the U.S. and UK.; 225 employees. Berk Communications: industry award winning boutique PR firm; $9M+ annual revenue; 32 employees.Directs fiscal management across U.S. and UK operations. Leads team to support multiple practice groups and markets within client finance, financial planning/analysis, accounting, and reporting (US GAAP). Oversees tax strategy and tax firm relationships (MWW Group LLC and Berk LLC executive families). Manages treasury processes and banking relationships (M&T, ConnectOne, BHI); super admin user and ACH wire signor. Monitors/reports client and staff performance to KPIs for growth, profitability, and service levels.Impact:• Led UK and US entity consolidation financial activities. Managed finance and due diligence buy side activities through three UK and two U.S. acquisitions. Led sell side processes from due diligence through offer (offer to sell was rescinded by owner).• Led payroll transition initiatives to PEO, then from PEO to Paylocity (ADP TotalSource and ADP Workforce Now) and Sequoia (Tri Net). Payroll platform superuser and administrator. Deployed Dynamics 365 upgrade from Dynamics SL.• Established credit agreement from inception to close to fund $15M MWW credit facility (now $28M) and $5M Berk facility.

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  dentsu

  • Japan
  • Advertising Services
  • 700 & Above Employee

  • Chief Financial Officer, North America

    • 2014 - 2015

    Formerly Dentsu Aegis Network: multinational media and digital marketing communications company headquartered in London, UK; subsidiary of Dentsu (Japan). $9.58B revenue; $455M profits; 69K+ employees.Directed fiscal management for operating companies (combined $1B+). Single point of contact to Japan and UK, post-Aegis Media acquisition, on balance sheet, income statements, and cash flow matters. Built diverse team with broad capabilities to handle international accounting, compliance, tax, and financial system, process, and efficiency improvements.Impact:• Integrated Aegis media and Dentsu network entities; formed Dentsu Aegis Network North America and doubled U.S. revenues. Collaborated with individual operating entity leadership to develop business plan reporting model with framework to feed information to UK headquarters and Japan.• Relocated key financial workstreams and processes to India; reduced operational costs.• Onboarded new client Procter & Gamble (largest budget and staffing plan in the region). Negotiated contract details including agency fees, media spend, and staffing plan; set objectives for client profitability and financial management.• Partnered with multiple agency senior executives to identify operating profit/growth opportunities. Leveraged collaborative synergies between agencies to introduce new services, e.g. payroll, insurance, and real estate processes for HQ approval.

  • Dentsu Network Global Controller

    • 2011 - 2014

    Partnered with Dentsu network CFO and Chairman to build Dentsu Network infrastructure processes. Consolidated network reporting processes to Japan from 12 global entities (U.S,, LatAm, Middle East, Asia/Asia Pacific, and China - $1B USD combined revenue). Developed regional business plans, operating entity budgets, CapEx forecasting, KPIs, and comparative financial statements. Led operations management discussion and analysis (MD&A) for operations P&L and cash flow statements.Impact:• Built Hyperion global reporting system to create seamless information path from local agencies to the network and Japan.• Established policies and procedures; management report structures; network KPIs; reports for executive review; HR manuals. Complied with U.S. GAAP, Sarbanes-Oxley, J-SOX (Japan), and IFRS/JGAAP. Managed Dentsu network regional audits, statutory reporting, and reports to Japan.• Improved operational performance and produced double digit growth and profits.• Spearheaded $5B USD acquisition and integration of UK-based Aegis Media in 2013.

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  Omnicom Group

  • Advertising Services
  • 700 & Above Employee

  • Director of Corporate Accounting

    • 2007 - 2011

    Global media, marketing, and corporate communications holding company; $14B+ revenue; 74K+ employees; 5K+ clients in 70+ countries; $50B balance sheet; oversees five major agency networks that oversee 1500+ agencies as parent companies.Led finance team and P&L across New York, London, Dublin, and Asia-Pacific office locations. Directed and enforced six business day close process. Prepared annual profit plan (annual targets, final plan, quarterly re-forecasts). Managed quarterly review and year end audit planning, execution, and process efficiencies, including internal risk mitigation controls.Impact:• Established organizational structure, staffing, and operational procedures; combined treasury/corporate operations.• Developed and managed equity compensation administration (restricted stock, options, deferred compensation); managed third party administrator (Fidelity) and global financial reporting and reconciliations, including share count for EPS analysis.• Led web-based expense reporting and ledger integration, and SharePoint tax workflow initiatives.• Managed fractional aircraft ownership relationship; purchased additional shares and prepared proxy/tax reports.

  • Senior Financial Manager - Consolidation, Special Projects

    • 2002 - 2007

    Conducted quarterly/year-end financial closing, management analysis and integrated audit. Managed independent auditors (PMG), SEC (10Q/10K) filing support/footnote preparation. Advised finance groups (corporate entities, Tax, Treasury, and five network controller groups) on accounting matters. Hired and developed a 10-member team of financial professionals.Developed, executed, and maintained financial statement analysis (included exception reporting); analyzed critical financial statement sections; presented to Board of Directors and investor meetings.• Managed $11B consolidation process for 1500 legal entities with 450 financial packages (used Hyperion Enterprise) across operations in Americas, EMEA, and Asia Pacific; involved inter-company eliminations process and foreign exchange rates.Impact:• Leveraged tech-enabled process to incorporate auditor requirements into the financial close process, which significantly reduced time required to close each quarter.• Reviewed 100+ acquisition-related transactions to validate purchasing accounting; included identifiable amortizable intangible asset valuations. Conducted impairment testing fair value studies for each reporting network.• Developed Omnicom Profit Plan reporting process; managed compliance and alignment with KPIs.• Directed Arbanes-Oxley implementation/management for financial reporting, control environment, and acquisitions.

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  MULTIPLE EMPLOYERS

  • Previous Relevant Experience

    • 1990 - 2002

    Millennium Cell | Director, Investor Relations, Controller | Eatontown, NJ | Created/built shareholder value; developed and maintained capital market relations; reported market trends to senior leadership and Board of Directors.PrinVest Corp. | Vice President Finance, Controller, & Assistant Controller | $20M revenue asset-based lender. Managed Finance Dept.; key to $150M asset funding lending facility acquisition; member of lending committee.Consolidated Delivery & Logistics (CD&L) | Controller, NE Region | Edison, NJ | $40M revenue | Logistics solutions provider.American Courier | Co-Founder & CFO | Edison, NJ | $8M revenue; merged with CD&L