I have enjoyed a successful professional career as a CPA, Financial Executive, Business Manager, and Consultant/Strategist, spanning more than 30 years, including nearly 5 years with the “Big Four” international CPA firm of Price Waterhouse & Co., over 20 years as the Managing Partner of Wean, Andrews & Co. in Danville, and 2 years as the CFO/Controller & Treasurer of a construction contractor in Plainfield. More recently, during 2006 – 2012, I have maintained my professional practice in Avon as a self-employed CPA and Business Consultant.Throughout my career, my experiences and accomplishments have enabled me to develop outstanding skills in finance, accounting, taxation & strategic tax planning, research & resolution of complex transactions & technical issues, F/S & disclosure requirements, annual reports & financial reporting by management, auditing & regulatory compliance, consolidations of affiliated entities, SEC & SOX compliance, controllership services, entrepreneurial business management & operating strategies, business advisory consulting, negotiating & dealmaking, profitability management & costs controls, financial analyses, financial forecasting & projections, business modeling & pro forma analyses, budgeting & monitoring of variances, management of cash flows, treasury activities & banking functions, capital expenditures & leasing, debt management & financings, business law & review of legal documents, due diligence, litigation support, business valuations, mergers & acquisitions, sales & purchases of businesses & properties, internal control systems and improvements of policies & procedures, HR and Personnel management, retirement plans & other employee benefits, communications & information technologies, computer systems, installations & networking of hardware & software applications, private wealth management, investments strategies & consulting, estate planning & executor duties, gifts & trusts, and business & personal financial planning.Specialties: Specializations – Specific Industries With Significant Experience:Throughout my career, spanning more than 30 years as a CPA, Real Estate Developers, Construction Contractors, Builders, Real Estate Brokerages & Realtors, Property Managers, and Rental Properties & Lessors have always constituted the largest segments of my clients. In addition, I have gained significant experience with Manufacturers, Retailers, HealthCare Providers, Not-for-Profits, Law and other Professional-Service Firms.
Listed skills include Financial Reporting, Auditing, Financial Analysis, Strategic Planning, and 46 others.
