Doran Schwartz, Cpa, Mba Email & Phone Number

Overland Park, KS, US

Overland Park, Kansas, US

• Key Responsibilities and Work Experience
• Profit optimization and cost control
• Raising debt and equity capital
• Relationship management with credit rating agencies, sell-side equity coverage analysts, institutional and retail investors, lenders, banking group (12 banks), investment bankers, vendors, auditors, executive.
• Risk management
• Strategic planning, budgeting and forecasting

• Key Responsibilities and Work Experience
• Financial reporting and controllership – manage compliance with all aspects of SEC financial, Sarbanes-Oxley and tax reporting requirements.
• Profit optimization and cost control
• Relationship management

New York, NY, US

• Launched a new controllership function within the Membership Rewards Program
• Collaborated with executive management to set an overall charter, goals and action plans
• Staffed, trained and mentored qualified candidates
• Coordinated with external auditor for the Membership Rewards-related portions of the financial and internal control audits of the company’s consolidated financial statements
• Several initiatives undertaken by MR Controllership lead to annual cost savings in excess of $1 million, while resolving internal control deficiencies of the program

Worldwide, OO

• Profit optimization and cost control - developed audit approach, estimated fees, determined staffing and fieldwork timing, coordinated with other offices and specialists within the firm, established budgets, and.
• Financial reporting and controllership - expertise with private and public companies. Experience with 1933 and 1934 Act SEC reporting requirements including filings of Forms 10-K, 10-Q, 11-K, S-3, S-8, and S-1. Served.
• Relationship management - For assigned clients, obtained feedback from management and Board of Directors. Ratings improved to approximately 6.5 on a 7.0 scale from an average of less than 6.0 after being assigned to.
• Team development and mentoring - Mentored staff by communicating their specific responsibilities and how those activities would impact the “big picture”, addressing their inquiries, reviewing their work, providing.

Was a Big 5 public accounting firm providing audit, tax and consulting services to public and private clients of all sizes. The firm dissolved in 2002. Position was in the audit practice and based in Milwaukee until 2000 when transferring to Minneapolis office. Client base included MDU Resources Group, Inc., Featherlite, Inc., Minnesota Twins and Minnesota.

Bachelor Of Arts - Ba, Accounting

Masters Of Business Adminstration, Finance

Bachelor Of Science - Bs, Business Adminstration