Senior financial executive with extensive experience working with publicly-traded and privately-held enterprises. Like many things in life, all things finance and accounting are not black and white. Consequently, I spend my time in the grey areas in-between searching to find the best solutions for the management teams with whom I work. In my role as a strategic advisor and corporate team leader, I have developed and implemented strategies that have fostered enterprise growth and profitability, and maximized shareholder value. I have extensive transaction experience including IPO’s, bond offerings and restructurings, as well as the expertise to facilitate compliance with SEC rules and regulations. I possess excellent presentation and communication skills with boards of directors, regulatory officials, auditors, investors, teammates and customers. Industry experience includes consumer products, software development, manufacturing, global shipping, financial services, business services and real estate.I am a former member of the National Board of Directors of Financial Executives International (“FEI”), a professional association consisting of 10,000+ senior financial executives from every major industry across 65 chapters. I am a member of the Board of Directors of the CT/Westchester Chapter of FEI and formerly served as its President.I am a graduate of Fordham University’s Gabelli School of Business and a CPA.Specialties:Public Entities | Private Equity-Backed Entities | Family-Owned EntitiesSEC Readiness | Financial and Regulatory Reporting | Information Systems and ProcessesIPO’s and Secondary Offerings | Debt Offerings and RestructuringsCorporate Governance | Development of Effective Internal Controls | Fraud InvestigationFinancial Modeling & Budgeting | International Expansion | Global Risk ManagementAcquisitions and Divestitures | Development and Implementation of Tax Strategies
Listed skills include Sec Filings, Enterprise Risk Management, Financial Reporting, Corporate Governance, and 42 others.