SUMMARY:

Executive Confidential manager and Certified Public Accountant with “Big 4” career foundation and demonstrated responsibilities at CFO and Corporate Controller financial management positions for private and multinational public companies and industries working as temporary or full - time project consultant responsible for Acquisitions and Divestitures, Mergers, Private Placement Equity/Debt Financing, SEC Filings on Form 10Q and Form 10K, Shareholder, Investor and Board Relations Advice, Planning, Budgeting, Registration and Proxy Statements for public companies.

PROFESSIONAL EXPERIENCE:

Confidential

Accounting and Financial Services Consultant  

Responsibilities:

• Provided financial analysis, strategic planning for mergers and acquisitions, filing annual and quarterly reports on Securities and Exchange Commission Form 10K and Form 10Q. 
• Public company SEC filing experience includes Sarbanes Oxley consulting and filing Form 8K and Form 10Q for Memry Corporation, and filing Form 10K and proxy statements consultant and director of external Confidential . 
• Provided professional accounting, Confidential and management consulting services for companies and high net worth individuals and families as independent contractor through 2003-2007.

Executive Confidential Manager

Confidential, Tarrytown, NY       

Responsibilities:

• The company had 2004 revenues of $2 billion and filed its registration statement in January 2004 to conduct its initial public offering. 
• Corporate Controller responsible for the multinational consolidations of the European and Asian subsidiaries and filing related amendment number one in July 2004.
• Confidential Inc. is the primary distribution channel
• Internet and e-business, virtual private networks, videoconferencing and wireless connectivity.
• The Company provides distribution services, training, marketing programs, logistics services and functions as a conduit to leading communications technology vendors.

Confidential, Pine Brook, NJ    

Vice President- Confidential, Chief Financial Officer and Chief Operating Officer

Responsibilities:

• Provided operational planning, accounting, Confidential and investor relations functions and risk management, human resources, regulatory and clinical affairs for manufacturing operations of company.
• Prepared Placement Agency Agreements and Confidential Private Placement Memoranda for securities offerings under Regulation D of the Securities Act of 1933;
• Participated in road show presentations for investment banker and venture capital firms negotiated $15M line of credit facility with hedge funds and negotiated manufacturing and supply agreements

Confidential, Norwalk, CT     

Responsibilities:

• Healthcare industry’s largest maker of surgical stapling instruments & laparoscopic products with sales and total assets of over $1.2 billion and $1.6 billion, respectively.

Senior Director

Confidential

Responsibilities:

• Responsible for: identifying, performing and directing due diligence investigations and completing eight acquisition and merger transactions; determining the optimal structure and financing of transactions; investigating and analyzing capital financing alternatives;
• Developed/negotiated structure of agreement to acquire a $62 million medical products distributor
• Responsible for due diligence review/analysis for a $150 million interventional cardiology company, a $60 million orthopedic products manufacturer; a $5 million distributor in Korea.

Senior Director

Confidential

Responsibilities:

• Responsible for: internal and external financial accounting and SEC reporting matters; corporate accounting and stock transfer groups; acquisitions/merger due diligence; drafting/filing Form 10K and Form 10Q; special projects.
• Lead Financial Planning and Analysis team of 5 MBAs in a consulting role to all functional areas.
• Directed internal and SEC Confidential functions; established foreign currency hedging program; designed and structured financing lease with attorneys and investment bankers for primary manufacturing, R&D and warehouse facility to meet operating lease classification.
• Analyzed impact of proposed accounting pronouncements, prepared position papers for FASB and EITF and responsible for worldwide accounting procedures and policies.  

Confidential, Hartford, CT     

Vice President and Corporate Controller

Responsibilities:

• Responsible for: the Confidential, planning and budgeting processes; establishment of work standards and staffing formulae; development, implementation and monitoring of productivity improvement opportunities; the accurate and timely disbursement and recording of company funds.
• Accelerated financial planning and budgeting process of the company by several months through development of proprietary budgeting software and administrative procedures;
• Developed/implemented strategic plan for merger planning and integration.; developed proforma financial model of post-acquisition projected operating results;
• Conducted all line of business budget review meetings for all divisions;
• Directed due diligence investigation of acquisition of Home Mutual Insurance Company

Vice President

Confidential 

Responsibilities:

• Responsible for: financial accounting policies and procedures, strategic planning and SEC, NASD and internal financial accounting and reporting for over $3 billion in assets.
• Restructured Confidential organization of broker dealer, installed new automated accounting systems and implemented more TEMPeffective internal controls
• Developed strategic acquisition plan and established parameters for investment management company acquisition candidates. 
• Led management team to internalize shareholder servicing and transfer agent functions performed by third parties and presented implementation plan to board of directors.  

Confidential

Senior Audit Manager  

Responsibilities:

• Experience over twelve years includes public and privately domestic/multinational service, manufacturing, high technology, retail and real estate companies. 
• Ensured compliance with SEC accounting and reporting provided acquisition assistance and recommendations for strategic planning and internal accounting controls through expatriate assignment in South Africa.