Fran Appelbaum Charlip Email & Phone Number

Stamford, Connecticut, Us

Norwalk, Connecticut, Us

• In 4 months, rebuilt financial infrastructure, completing a massive 2-year account cleanup and reconciliation, enabling on-time tax filing. • Through an audit, identified need for and co-led corporate restructuring, including creation of new parent company, to ensure financial reporting matched Articles of Incorporation. • Developed systems and established quality controls and procedures for financial reporting, including data input, invoicing, generation of Cash Flow/P&L/Balance Sheets, payroll and HR.• Report directly to CEO providing financial insight.

Cain Management is an established and rapidly gowing holding company which holds over 50 entities/franchises of a well known retail establishment.• Improved efficiencies and eliminated 3-month backlog of financial data entry in 2 months by reallocating workload and priorities within accounting department.• Took leadership role in transitioning company from RTI to Great Plains accounting software.• Created and maintained all financial statements including monthly P&L statements, GL, balance sheets, payroll, accounts payable, bank reconciliations and cash management operating accounts. • Monitored P&L’s against budgets to identify variances for monthly discussions with Controller.

The Little Blue Book is a leading national branded physician directory – high quality data obtained directly from the physician practice enables the company to provide access to physicians for various healthcare providers, such as pharmaceutical companies, professional media agencies, hospitals and other institutions.Responsible for assisting the CFO with accurate execution and internal control oversight of a variety of accounting functions and continuing business operations for a high-performing health publishing company• Rebuilt corporate accounting processes and procedures collaboratively, ensuring that departmental and corporate reporting needs were met. Identified and entered unrecorded revenue to bring books current; determined cash position and worked with CFO to develop cash flow forecasts. • Identified significant budget overages; collaborated closely with CFO to decrease spending 20% during 1H 2012. Created strict budget parameters and approval process for new invoices, and negotiated beneficial payment terms with vendors aligned with cash flow forecasts.• Created and implemented monthly, quarterly, annual and ad hoc reports and financial statements highlighting critical variances requiring corrective action. Managed daily operations in Accounts Payable, Accounts Receivable, General Ledger, Balance Sheet, and Income Statement. • Reported directly to incoming CFO and streamlined month-end close procedures during acquisition period.

Garden City, Ny, Us

FLSV is a full service tax and accounting practice. FLSV provides a wide range of tax planning & compliance services, transactional & advisory services and full outsourced bookkeeping & accounting services. FLSV provides these services to clients in many industries with a focus on Private Equity and Investment Partnerships, Hedge Funds, Real Estate and Entrepreneurial Businesses. Worked in the Accounting Services Group and the Family Office Practice serving the accounting and finance needs of a wide range of emerging businesses and high-net worth individuals. Extensive experience working with to High Net Worth individual clients and providing accounting services on corporate engagements.• Reported directly to Managing Partners and oversaw the firm’s largest revenue-producing portfolio of accounts. Quickly became a trusted resource; advised clients regarding establishing, improving accounting procedures. • Analyzed financial statements; managed, prepared and presented monthly, quarterly and year-end financial reports including bank reconciliations, cash management, general ledgers, management reporting; customized accounting worksheets and schedules to individual client’s needs. • Primary point of contact with clients’ financial institutions to maintain cash flow and maximize liquidity. Coordinated with Human Resources administrators to ensure accurate payroll deductions and processing. • For high net worth Individuals, reviewed financial statements and recommended opportunities to better manage expenses. Provided daily bill paying services and developed household budgets. Managed cash flow, fund transfers and banking inquiries with client’s financial institutions and vendors. • Assisted tax department during tax season by preparing partnership tax returns.

Provided day to day accounting services for $ 15m manufacturing company.

Business Economics, Accounting

Integrative Nutrition Health Coach, Health And Wellness, General