Working in the Private Equity area, many great potential opportunities were presented to the group. Over time regardless of how great the opportunity, we were unable to work with the client to secure funding for simple lack of the basics on the part of the client. B&A Advisors was formed to meet the needs of prospective clients.I am currently employed with and Investment Banking Group and Private Equity group out of London as the part time CFO and Senior Director I have direct responsibility for these functions for the firm and clients of the firm:Manage finance and accounting function.Provide business analysis on companies operations and product results.Direct all accounting and tax functions including payroll, account receivables/collections, expense processing, taxes for “C” corporations, consolidated returns, “S” Corp returns, partnerships and individuals, and revenue recognition and reporting.Provide leadership needed to plan and grow profit efficiently, including developing budgets and providing accurate projections in support of business strategy.Responsible for overall fiscal operations: directing internal financial programs and procedures, and maintaining useful relationships with outside partners and vendors.Present timely and valid interpretation of operating results.Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions.

Several contract positions lasting 9 months each for a professional firm. This was done so that I would not to violate my early retirement agreement with my firm. All of the consultancy engagements ran for nine months each as a Senior Director for a professional firm. My duties and responsibilities were very much the same as when I ran my own firm

As Managing Partner and Senior Tax PartnerManaged staff of 15 tax professionals.Directed and approved all federal, state, local and international tax research and planning for middle market high net worth individuals members of the financial services industry and in the areas of business, private equity, and complex hedge transactions.Review for potential FAS 109 and FIN 48 items, (ACS 740).Perform in depth, complex analysis and tax planning for mergers and acquisitions, corporate reorganizations and other corporate capital transactions for clients.Performed the final review, approval and signed on the behalf of the firm all federal, state and local tax filings for corporations both “C” and “S”, partnerships, individual and fiduciary tax returns.As a Senior Operations Partner:Performed or directed, under close supervision, the bookkeeping, invoicing, paying the house staff, preparing material for business accountants, personal billing, as well as handling personal payments and bank accounts for several high net worth individualsDirected and performed the accounting, financial and treasury functions for clients.Formulated and administered the corporate overall financial and accounting plans, policies and practices of clients.Directed and cultivated the conduct of corporate relations with commercial banks, investment bankers, and the financial community for clients.Responsibility for business advisory, financial and pension plan audit engagements for clients.Planned and supervised preparation of capital investment budget, 5 year strategic plan, annual operating budget, and quarterly forecasts both domestically and internationally for clients.Provided in depth analysis of strategies and performed project feasibility analysis for clients.Directed and administered the restructuring of interdepartmental processes for clients.Significantly reduced expenses, improved inventory utilization and enabled recognition of previous lost revenue for clients.

In this position I had the overall responsibility for the technical accuracy and content of all corporate advertising and booklets of a tax nature.Responsible for the income tax function of the Financial Planning Division.Extensive travel to support the Financial Planning Division on a national and international basis.Conducted lectures and seminars on financial planning and income taxationEditor of several Security Industry publications in the area of Financial Planning and Income Taxation.

Managed a staff of 20 tax professionals.Responsible for the scheduling of work hours and work flow, resolved conflicts, determining salaries, quarterly, semi-annual and annual performance evaluations of the staff.Tax Liaison person for the Federal and New York State taxation of banks and financial institutions on a national and international basis.Did complex tax research, reviewed and approved all tax research performed by the professional staff.Final review of all income tax returns completed by the tax professionals in my group.Direct responsibility for the work performed for several well known, high net worth clients of the firm.

Staff accountant and tax preparer for a regional CPA firm.