Partner in Diversified CPA firm established by my wife and Partner Roseanne and myself in 1989. Practice includes audits, reviews, compilations and financial statement preparations of not for profit and construction industries. Practice also includes a diversified tax practice in both business, not for profit and ivdindisl tax preparation.

Manage overall financial operations of 20 commercial and residential properties. Coordinate audits of 16 properties including consolidated GAAP audit of Parent Corporation. Prepare marketing and financial information for refinancing of investment properties. Coordinate tax preparation and tax planning. Document internal controls and develop project accounting controls. Review financial and operational aspects of real estate deals including tenant build-outs, subleases and like-kind… Show more Manage overall financial operations of 20 commercial and residential properties. Coordinate audits of 16 properties including consolidated GAAP audit of Parent Corporation. Prepare marketing and financial information for refinancing of investment properties. Coordinate tax preparation and tax planning. Document internal controls and develop project accounting controls. Review financial and operational aspects of real estate deals including tenant build-outs, subleases and like-kind exchange. Prepare budgets and monthly cash flows. Review financial strategic planning with Board. Develop process for reporting tenant arrears and review common area maintenance and real estate tax calculations for tenant billing. Review and develop strategy for real estate tax certiorari with asset managers. Show less

Responsible for cash needs of Trust, liaison with banks and brokerage firms regarding mortgages and LC requirements, review and work with owners on investments weekly, calculate investment returns, work on refinancing of mortgages, oversee accounting department, coordinate external audits, plan, prepare and review corporate and trust tax returns, responsible for tax audits, review tenant financials for lease acceptance, budget preparation and review, and oversee building and energy operations… Show more Responsible for cash needs of Trust, liaison with banks and brokerage firms regarding mortgages and LC requirements, review and work with owners on investments weekly, calculate investment returns, work on refinancing of mortgages, oversee accounting department, coordinate external audits, plan, prepare and review corporate and trust tax returns, responsible for tax audits, review tenant financials for lease acceptance, budget preparation and review, and oversee building and energy operations with building/energy directors Show less

Coordinated and implemented process for reviewing Treasury cash flow variancesOrganized accounting and business planning for all new Division initiatives including new product lines and revenue and cost savings initiativesAnalyzed and recommended purchase price for 15 licenseesPrepared profit improvement plans to maximize profits and minimize costs on a quarterly basisProject leader for baseline cost analysis for project savings relating to reorganizationReviewed annual… Show more Coordinated and implemented process for reviewing Treasury cash flow variancesOrganized accounting and business planning for all new Division initiatives including new product lines and revenue and cost savings initiativesAnalyzed and recommended purchase price for 15 licenseesPrepared profit improvement plans to maximize profits and minimize costs on a quarterly basisProject leader for baseline cost analysis for project savings relating to reorganizationReviewed annual Business Plan for US and International DivisionsPrepared Business Plan for new product linePerformed balance sheet reviews and provided recommendations for improved account analysisProvided GAAP analysis supporting accounting positions. Show less