Michael Forman

Michael Forman Email and Phone Number

Chief Financial Officer/ Chief Operating Officer at BlumbergExcelsior @
Michael Forman's Location
Smithtown, New York, United States, United States
About Michael Forman

*Versatile finance executive with hands-on experience in defining and executing strategies integrating corporate goals/vision with Finance/Accounting operations to maximize overall performance. *Expertise in implementing Accounting policies and procedures, system development and enhancements, organizational planning and staff development. *Experienced in development of financial reporting structure, securitization reporting, budgeting, cash management and overall review of operating results for a multi-billion dollar company. *Strategic professional with the ability to align cross-functional efforts; effective conflict resolution skills; superior interpersonal, communication and presentation abilities; strong analytical and research skills. *Creative problem solver, dedicated high-energy person, who consistently seeks to ‘raise the bar’.Specialties: *Accounting controls and procedures * Microsoft Dynamics SL , SAP, Great Plains* Advanced Excel skills (Lookups, Pivot Tables, etc)* Budget design and reporting * Financial Reporting Software* Fixed Asset software* Annuity Life Pool Portfolios* SOX Compliance testing and policy administration

Michael Forman's Current Company Details
Self-employed

Self-Employed

Chief Financial Officer/ Chief Operating Officer at BlumbergExcelsior
Michael Forman Work Experience Details
  • Self-Employed
    Consultant
    Self-Employed Apr 2024 - Present
    United States
  • Blumbergexcelsior
    Chief Financial Officer/ Chief Operating Officer
    Blumbergexcelsior Apr 2014 - Present
    New York
    A member of the Executive group, responsible for analyzing, forecasting, upgrading and managing the daily financial operations of the organization, and oversee all functions relating to Information Technology. Human Resources, Customer Service and Manufacturing
  • Imperial Pfs
    Vice President/Asst Controller
    Imperial Pfs 1997 - Dec 2013
    Manage all corporate and product line accounting operation functions:•Development & implementation of Accounting policies & procedures•Directed the consolidation of Imperial & PFS Solomon general ledger systems/financial reporting system, converted databases into new formats, resulting in an increase in efficiencies of 35%•Manage all monthly & year-end closings, co -manage annual external audit process•Direct all corporate annual budgets & forecasts*Manage recording, reporting & analysis of Life Product operations; oversee life related asset securitization reporting to investors & financial institutions*Manage annuity life pool portfolios, create monthly investor servicer/securitization reports, oversee all cash activities*Drove development, design & implementation of application, including accounting specifications, used to manage multibillion dollar life insurance asset portfolio and leasing system development*Develop/implement budget model used to prepare and analize annual expense budgets*Produce all corporate and product line monthly financial statements*Oversee the recording of all banking activities•Assist with the development and implementation of Sarbanes Oxley controls & procedures•Consolidation of individual company fixed asset systems*Design & implementation of corporate controls and procedures for G/L system*Manage accounting software implementations*Direct all corporate & regional expense allocations.*Oversight of the migration of the consolidated company to the Concur expense management system, resulting in a more sophisticated system which is linked directly to corporate credit cards; allowing management to have greater control over corporate spending.•Key member of various company mergers, including migration of G/L systems & combined financial reporting. •Lead member of SOX development team, including review of accounting related functions, test plan development, and implementation of new controls & procedures.
  • A.I. Credit Corporation
    Manager Of Accounting
    A.I. Credit Corporation 1992 - 1996
    Manage daily accounting operations of Premium Finance and leasing divisions:*Producing monthly rolling forecasts and annual budgets for both product lines*Designing and implementing accounting controls and procedures for all product lines*Creating and maintaining product line analysis, and associated financial reports*Reviewing all state and local income tax filings and property tax filings*Coordinating depreciation schedules for all internal and external assets*Managing the design and implementation of the Platinum Client/Server installation
  • A. I. Credit Corporation
    Assistant Manager - Corporate Accounting
    A. I. Credit Corporation 1988 - 1992
    Supervised and maintained all functions relating to the Corporate Accounting and Finance departments: supervision of all closing procedures; review of all consolidations and preparation of all corporate financial statements and external reports to parent; created and sustained accounting controls and procedures; assisted with departmental and corporate annual budgets. Additional duties also included review of corporate expense allocations and corporate assets.

Michael Forman Skills

Sarbanes Oxley Act Finance Financial Reporting Financial Analysis Analysis Budgets Accounting Banking Forecasting Risk Management Management Corporate Finance Internal Controls Account Reconciliation General Ledger Cash Management Strategic Planning Gaap Insurance Internal Audit Financial Statements Consolidation Accounts Payable Financial Accounting Financial Services Mergers And Acquisitions Portfolio Management Process Improvement Strategy Us Gaap Access Program Management Fixed Assets Accounts Receivable Sarbanes Oxley

Michael Forman Education Details

  • Suny Old Westbury
    Suny Old Westbury
    Accounting

Frequently Asked Questions about Michael Forman

What company does Michael Forman work for?

Michael Forman works for Self-Employed

What is Michael Forman's role at the current company?

Michael Forman's current role is Chief Financial Officer/ Chief Operating Officer at BlumbergExcelsior.

What is Michael Forman's email address?

Michael Forman's email address is mi****@****ail.com

What is Michael Forman's direct phone number?

Michael Forman's direct phone number is +151690*****

What schools did Michael Forman attend?

Michael Forman attended Suny Old Westbury.

What skills is Michael Forman known for?

Michael Forman has skills like Sarbanes Oxley Act, Finance, Financial Reporting, Financial Analysis, Analysis, Budgets, Accounting, Banking, Forecasting, Risk Management, Management, Corporate Finance.

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