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Broad Industry Exposure:TECHNOLOGY / MARKETING, SaaS /HEALTHCARE/HEALTHCARE STAFFING / MANUFACTURING /ISP/ ACCOUNTING REGULATORY Strategic leader with Big 4 experience in wide-ranging product and service enterprises, forging and executing plans for exceptional team performance, profits and savings. Accomplished, detail-oriented, and results-focused professional, offering progressive years of financial experience, encompassing financial analysis, modeling, reporting, and strategy. Armed with superior technical and analytical skills in finance and general accounting, complemented with solid capacity to benchmark and attack costs to improve productivity and performance. Possess proven effectiveness in working with high-level executives to prepare forecasts, budgets, pricing models, and audits, while improving financial operations. Additional qualifications include:accounting systems, acquisitions, budgeting, business plans, cash flow, cash management, consolidations, contract negotiations, due diligence, financial reporting, financial statements, forecasting, general ledger, great plains dynamics, IFRS, inventory management, international, investor relations, isp, leadership, Great Plains Dynamics, MAS90, MAS500, policy analysis, presentation skills, quickbooks, sarbanes oxley, staffing, sec filings, supervisory skills, tax planning, tax provision.
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Chief Financial OfficerBookazine Co. Inc. Apr 2018 - PresentBayonne, New Jersey, Us -
Vp, Corporate ControllerCreative Realities Oct 2014 - Feb 2018Louisville, Ky, UsSAAS, Digital Marketing, advertising, manufacturer of digital signage. Expert oversight of the overall finance operations, SEC reporting, procurement, inventory, human resources and office administration of the company.Effectiveness in dealing with complex issues on merger analysis and reporting, payroll and local compliance; as well as in handling all facets of financial reporting, budgeting and forecasting, payroll operations, benefits administration and tax compliance.Integration of multiple accounting systems including international operations.Hands-on support to the company on severely limited resources to attain budgetary and operating profitability.Member of senior management, participating in companywide decision makingInstrumental part in deploying newly implemented accounting system, which produced detailed job costing and perpetual inventoryContribution in driving operating change in the company to concentrate on more profitable projects on better financial termsIntegral role in listing the company on the OTC QB and QX stock exchangesCompany closed NJ offices and all positions were eliminated -
ControllerUreach Technologies Mar 2010 - Apr 2014Manufacturer of Telecommunications Hardware/Software and Professional Services. Preparation of month and year end close financialsAnalysis of Balance Sheet, profit and loss (P&L), cash flows, revenue recognition and budget variations.Effectual assistance to operational management in resolving variancesManagement of translation and consolidation of international subsidiariesDirection with the external audit process and financial statement preparation in adherence to SEC guidelinesIntegral role in issuing all necessary worksheets and data to minimize billable hoursSubstantial contribution in the successful negotiation and attainment of large leasing line with GE capitalExpert leadership to financial due diligence, contributing to the successful acquisition and sale of the company including detailed review of revenue streams, financial commitments, while helping the acquiring company integrate this acquisition into their operating systems
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Vice President, Finance, CfoMedical Nutrition Usa, Inc Oct 2006 - Nov 2008UsManufacturer and Distributor of Nutritional Supplements. Active role in the Executive Management Team, in charge of directing and coordinating financial operations.Administration of P&L for $15M operating budgetKeen oversight to the entire financial aspects of the company, including creating all internal financial statements and cultivating relationships with investorsPreparation of all SEC filings, including 10-K, 10-Q and proxy statementsImplementation of Sarbanes Oxley documentation of internal controlsFacilitation of development and delivery of presentations for road showsDriving force in placing the company on the NASDAQ stock exchangeAccomplishment of due diligence on acquisition targets -
Sole PractitionerAlan Levy, Cpa May 2004 - Oct 2006Self-started enterprise providing accounting and tax services to individuals, partnerships, and small corporations.; Advised small enterprises in operational establishment to maximize profitability and savings. Assessed business plans and performed financial planning. Drafted and analyzed wide-ranging financial statements. Performed payroll processing, reconciled bank statements and general ledger accounts, managed accounting records using QuickBooks, and provided reporting. Prepared personal and corporate tax returns, and negotiated with IRS. Posted journal entries and provided monthly closing. Assumed temporary Controllerships on behalf of diverse organizations. Assisted company in clearing SEC comments on initial public offering.
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Sr. Vice President Of Finance, CfoAtc Healthcare Apr 2000 - May 2004New Hyde Park, New York, UsSENIOR VICE PRESIDENT – CHIEF FINANCIAL OFFICERHealthcare Staffing Services. Recruited to lead the organization’s financial operations. Member of the executive management team reporting to the CEO. Oversaw 25 direct reports which included, finance, payroll and IT departments. Directed financial analysis; internal and external regulatory reporting; cash management; G/L, A/P and A/R; tax reporting; budgeting; forecasting; external auditing and payroll processing that led to long-term improvements in cost savings, profitability, and productivity. Full P&L responsibility for a $150 million operating budget.Key Accountabilities & Accomplishments• Negotiated the $50M securitized revolving line of credit that generated an annual savings of $500K, as well as the $4M worth term loan facility, which increased cash availability by $1.5M.• Successfully listed the company on the American Stock Exchange. • Provided superior leadership in transforming the company from $3M loss to $2M profit; along with driving 1K% stock appreciation within one year by closing unprofitable locations and establishing new bank agreements; and negotiating and acquiring company’s largest franchise. -
Corporate Controller & Chief Accounting OfficerGlobix Corp Mar 1997 - Nov 1999Overland Park, Kansas, UsGlobal internet service provider offering connectivity for business Web sites, as well as computer hardware reseller.; Established internal control structure for start-up to include budgets, invoice approvals, and purchasing and credit and collection policies. Managed staff and external Auditors, and coordinated Investment Bankers. Provided cash management with asset-based lender; prepared SEC filings, including S-1, SB-2, 10K, 10Q, and proxy; facilitated consolidations and foreign currency translations with international subsidiaries; issued FAS 133 disclosures; and performed monthly closes of books. Presented to investors. Performed key role in attainment of $1B in equity-debt capital through engagement with brokerage houses including Donaldson, Lufkin & Jenrette and ING Baring. Integrated 6 accounting systems within budget -
Assistant To Chief Financial OfficerDel Laboratories, Inc. May 1994 - Mar 1997Prepared monthly, quarterly, annual financials, SEC filings, stock options, pension, and benefit plan reports. Managed cash flow, investments, and letters of credit. Costing of labor, materials and overhead reporting.
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Technical ManagerAicpa Aug 1990 - May 1994Durham, Nc, UsHelped establish new division in peer review where accounting firms review other accounting firms for quality of work. Technical research of accounting policies and procedures. Created disclosure checklists for review of hospital and not-for-profit engagements which have become standard peer review requirements. -
ManagerErnst & Young Aug 1987 - Aug 1990London, GbPerformed audits for law firms, non-profits, hospitals, and mutual fund organizations.
Alan L. Skills
Alan L. Education Details
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Long Island UniversityAccounting And Finance
Frequently Asked Questions about Alan L.
What company does Alan L. work for?
Alan L. works for Bookazine Co. Inc.
What is Alan L.'s role at the current company?
Alan L.'s current role is Chief Financial Officer.
What is Alan L.'s email address?
Alan L.'s email address is al****@****zon.net
What is Alan L.'s direct phone number?
Alan L.'s direct phone number is +173256*****
What schools did Alan L. attend?
Alan L. attended Long Island University.
What skills is Alan L. known for?
Alan L. has skills like Financial Reporting, Financial Analysis, Internal Controls, Finance, Accounting, Variance Analysis, Cash Flow, Auditing, Gaap, Sarbanes Oxley Act, Forecasting, Mergers And Acquisitions.
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