Barry Shapiro Email & Phone Number

New York, Ny Territory

Currently engaged at NYC Health & Hospitals as an IT Budget DirectorNYC Health & Hospitals is the nation’s largest public health care delivery system comprised of an integrated network of hospitals, trauma centers, neighborhood health centers, nursing homes, and post-acute care centers.Currently providing consulting with:• Grant under NY State’s Capital Restructuring Financing Program (CRFP) for approximately $190 million.• Management reporting associated with $1 billion electronic medical record project implementation.• Headcount analysis.• Aged payables and cash flow analysis.• PeopleSoft ERP query reporting.

Managing DirectorChief Financial Officer, 2014 to 2016Director of Accounting, 2007 to 2014Sagent is a privately-owned investment banking firm that specializes in mergers and acquisitions and other strategic financial advice. I was originally recruited to professionalize and manage all accounting functions and was subsequently promoted to Chief Financial Officer and Managing Director.Accomplishments include:• Successfully obtained a carryback federal tax refund for approximately $2.7 million after review/audit by the IRS and United States Congress Joint Committee on Taxation.• Renegotiated main office lease resulting in reduced occupancy costs (rent, bank charges, NYC CRT) by approximately $1 million over the lease period and reduced the associated security deposit in order to increase the Company's Regulatory net capital balance by approximately $5 million.• Streamlined and eliminated outsourcing of general ledger processing, preparation/filing of quarterly NYC Commercial Rent Tax and and annual 1099 reports.

Privately-owned full-service retail-oriented brokerage firm specializing in the trading and sale of both equity and fixed income securities, including mutual funds. I joined S.W. Bach as their CFO after their purchase of all the retail operations of Kirlin Securities.Accomplishments include:• Implemented and monitored cost containment policy by negotiating more favorable contracts with new and existing vendors and streamlining job functions performed by various departments.• Coordinated and integrated the sale and transfer of all retail operations from Kirlin Securities to S.W. Bach & Company.

Chief Financial Officer, 2001 to 2006Controller, 1995 to 2000Publicly-owned securities brokerage, securities trading and investment and merchant banking firm, specializing in the trading and sale of both equity and fixed income securities, including mutual funds.