CMS Bancorp Inc., White Plains, NY October 2005 to PresentA NASDAQ listed bank holding company operating through its wholly owned subsidiary, CMS BankSenior Vice President, Chief Financial Officer and Information Technology Officer• Developed daily reporting of key indicators including deposit and loan growth, liquidity and investments.• Responsible for external reporting including the Proxy, SEC Form S-1, 10-Q… Show more CMS Bancorp Inc., White Plains, NY October 2005 to PresentA NASDAQ listed bank holding company operating through its wholly owned subsidiary, CMS BankSenior Vice President, Chief Financial Officer and Information Technology Officer• Developed daily reporting of key indicators including deposit and loan growth, liquidity and investments.• Responsible for external reporting including the Proxy, SEC Form S-1, 10-Q and 10-K.• Developed detailed forecast model which is used to prepare the annual operating plan. • Resolved long standing accounting issues, allowing the bank to go public.• Developed and documented accounting standards, procedures and controls required under Sarbanes Oxley.• Reduced monthly closing cycle by over 50%.• Developed cash flow measurement techniques and reports to enhance interest income.• Managed $50 million investment portfolio to enhance interest income and reduce risk.• Established $125 million line of credit with Federal Home Loan Bank.• Redesigned the board of directors’ financial reporting package, focusing on key issues and variances to plan.• Developed documentation standards and procedures for key financial reports.• Automated check processing procedures, improving efficiencies and saving $150,000.• Initiated use of automated posting of entries from subsidiary applications to the general ledger.• Established IT security functions including mirroring, anti-virus, forced password changes and intrusion detection monitoring and designed and implemented a new technology platform.• As a director of the Foundation board, recommended beneficiaries, attended meetings and reported on Foundation activities.• Managed the banks asset liability and liquidity positions to ensure safety and soundness.• Active member of the asset liability management committee. Show less

Leveraged Technology, Inc., New York, NY 1999 to October 2005A privately held consulting, staffing and training company focused on the help desk and CRM market.Chief Financial Officer • In response to economic conditions, developed and instituted staged plans to reduce SG&A expense by 50%.• Assumed operational responsibility for two regional offices as well as problem clients.• Established job descriptions, compensation ranges, salary… Show more Leveraged Technology, Inc., New York, NY 1999 to October 2005A privately held consulting, staffing and training company focused on the help desk and CRM market.Chief Financial Officer • In response to economic conditions, developed and instituted staged plans to reduce SG&A expense by 50%.• Assumed operational responsibility for two regional offices as well as problem clients.• Established job descriptions, compensation ranges, salary adjustment guidelines, and compensation policy, leading to 40% reductions in compensation increases.• Developed and prepared a monthly consolidated financial reporting package, including a narrative review of financial and operating results for the board and lenders.• Developed reporting systems for sales and gross profit by client, by manager, and by region.• Developed operational and financial planning, forecasting and budgeting tools, tied to a performance evaluation system and incentive compensation plan.• Negotiated changes in the bank line of credit in response to dramatic swings in revenue.• Through changes in procedures and collections methods, reduced collection time by 25%.• Implemented reporting systems and procedures, reducing closing time by two thirds.• Implemented standardized client contracts, review and approval procedures and a centralized filing system.• Renewed a large contract without competitive bids by negotiating an alliance with a minority owned business.• Developed inter-company, inter-country billing system to reduce foreign taxes.• Developed daily cash flow forecast model to ensure efficient use of resources.• Developed system to benchmark salary adjustments for internal positions to external levels.• Implemented a web-based employee database for benefits and policies, reducing administrative time. Show less

ASARCO Incorporated, New York, NY 1990 to 1999An S&P 500, NYSE traded mining and metals and specialty chemicals producer.Assistant Treasurer & Corporate Controller• Developed themes and presentations for security analyst, investor and shareholder meetings.• Led securities analyst and investor tours of operations.• Advised securities analysts regarding earnings estimates and forecast models.• Implemented program to actively target new large investors… Show more ASARCO Incorporated, New York, NY 1990 to 1999An S&P 500, NYSE traded mining and metals and specialty chemicals producer.Assistant Treasurer & Corporate Controller• Developed themes and presentations for security analyst, investor and shareholder meetings.• Led securities analyst and investor tours of operations.• Advised securities analysts regarding earnings estimates and forecast models.• Implemented program to actively target new large investors. • Instituted active stock watch function including daily interface with stock specialist and consultant as well as electronic interface to NYSE database.• Evaluated and hired new pension plan consultant and asset managers to diversify pension asset portfolio.• Managed outside consultant review of purchasing evaluation process; identified $75 million in savings.• Developed and implemented super holding company concept for foreign subsidiaries to reduce taxes and foreign currency exposure.• Developed an extensive Excel model to evaluate acquisitions and new project development.• Management committee responsibility for development of Minto Mine.• Authored report on Company performance used to determine incentive compensation levels.• Led conferences for corporate management training and development programs.• Reduced corporate accounting staff by 30% through automation and training initiatives.• Developed comprehensive analytical review package for senior management and outside auditors.• Implemented electronic filing of SEC reports in the EDGAR System.• Reduced pension expense by$1 million dollars on an annual basis.• Developed on line voucher system which eliminated duplicate data entry and reduced the closing cycle. Show less

Ernst & Young LLP, New York, NY and White Plains, NY 1976 to 1990Senior Audit Manager & Computer Audit Executive• Executive responsible for domestic and international client audit engagements in numerous industries including hi-tech, banking, real estate, shipping, government and manufacturing. • Managed administrative functions including recruiting, staff development, performance reviews, and career counseling.