SUMMARY:

• Highly motivated, results - oriented leader with 17 years of progressive experience in finance management including; Accounting, Tax, FP&A and Regulatory Compliance.
• Possesses outstanding record of achievements in operational profitability and expense control.
• Skilled at adapting corporate structures to comply with government mandates nationally and internationally. With core competencies and advanced skills in finance and operations involving

AREAS OF EXPERTISE:

• Federal & State Tax Filing
• Forms 1120, 1065, 1040
• Tax Accounting/ FAS109
• Corp Tax /Tax Stream
• Cash Flow Forecasts
• US GAAP Accounting
• US Corporate Structures
• Control Assessment
• Budgeting & Planning
• Management & Training
• Process Improvement
• Financial Reporting
• Consolidations
• Transfer Pricing
• SOx 404 & IAS

TECHNICAL SKILLS:

Applications: Oracle Financials, SBT, ADS, Hyperion (Enterprise, Schedule, Retrieve), People Soft, SAP, JD Edwards, Concord, ESSBASE Software, ACL Audit. Turbo Tax Software, Risk+ software, Great Plains, Crystal Reports, Frx Reports, Corp Tax, Tax Stream, MS Office, Quick Books, ACCPAC.

Mainframe and Operating Systems: AS400, Windows (1995,1998,2000, NT, XP Professional)

PROFESSIONAL EXPERIENCE:

Sr. Manager

Confidential, Princeton, NJ

Responsibilities:

• Reporting to the Senior Vice President and Chief Tax Officer with responsibility for tax financial reporting.
• Compiled and Reviewed FAS109, APB28 and RTP computations, Managed Cash Tax Forecast, Tax liability reconciliation, analyzed goodwill impairment & other tax work papers, Prepared 10Q/10K tax footnotes. Prepared S1, Form 10 financial statement carve out for company restructuring.
• Developed and implemented SOX Controls, budgeting, financial planning and analysis and Tax Accounting functions in Corporate Tax Department. Key liaison between tax and controller organization.
• Key liaison among Tax Planning, State and Local Taxes, Federal Tax Reporting and Federal Audit Tax groups.
• Prepared M&A transactions reconciliation for one off ETR impact. Participated in FIN 48 requirements review.
• Completed hands on PwC, D&T training in FAS109,Tax Provision, Partnerships,FIN48 & Corptax
• Reviewed International Tax compliance, subpart F, Transfer Pricing documentation & adjustments.
• Lead financial controlling expert, tracking US and Foreign project spend for over 300 discreet tax projects.
• Executed and presented Corporate Accounting and Consolidation departments with timely accruals.
• Managed monthly Tax G&A forecast reporting, variance analysis and headcount forecast for FP&A.
• Compiled & Managed $150MM Tax G&A Budget, analyze variances, flag accrual and spending risks.
• Managed the Procurement Compliance SOX requirements and Vendor relations for Tax G&A spend.
• Researched tax issues using CHI, RIA, Tax Analyst, international issues, and tax accounting issues.
• From JDE Imported tax annualized B/S and P&L and performed variance analysis. Performed Tax Account reconciliation and AMT, NOL computations.
• Performed balance sheet basis analysis for Tax Stream implementation and FAS109 calc..
• Interface between Hyperion and Tax Stream to derive legal entity tax reporting data and footnotes.

Sr. Financial Consultant (Contract)

Confidential, Boca Raton, FL

Responsibilities:

• Performed tax controllership duties, budgeting, financial planning and analysis functions for all Tyco Corporate tax groups. Interacted with Accounting and Consolidation departments for timely accrual, and payments.
• Implemented process solutions for Sarbanes Oxley controls in Tax Department. Developed monthly and quarterly APB28, FAS 109, & FIN 48. Performed legal entity and consolidated ETR calculations. Identify Rate Drivers, Performed Quarterly and Annual rate comparisons.

Financial & Tax Controller

Confidential

Responsibilities:

• Engaged progressively with subsidiary manufacturing business segments namely Tropical Battery and Purity Bakeries Business Units of this publicly traded conglomerate.
• Reporting to the SVP Finance/CFO and Board of Directors- with direct responsibility for overseeing financial, management accounting and tax functions as well as internal and external reporting.
• Analysis and preparation of Corporation Tax schedules for consolidation of Corporate Tax Filing at HQ.
• Prepared year - end audit schedules, analyzed and reconciled accruals, prepaid, fixed asset, revenues, and expense accounts as well as completed Income and Corporation tax returns filings for subsidiaries.
• Prepared and detailed inter-company transactions, disclosures for elimination on consolidation.
• Trained and supervised staff of 20 utilizing a management style with blend coaching, mentoring, hands on as required, while engaging self and team in continuous learning.
• Collaborated with IT department to analyze, select and implement ERP software system SAP Financials.
• Managed working capital, product margins, cash flows and vendor relationships.
• Coordinated corporate business with external auditors, bankers and government agencies.

Audit Manager

Confidential

Responsibilities:

• Reported to in charge Partner: Performed interim and final external audit and tax compliance reviews in accordance with GAAP. Supervised Audit Juniors, Planned Audits and Performed Analytical Reviews, Performed Risk Assessment and Internal Controls Assessment. Managed Audit Programs.
• Prepared Federal Income Tax returns, depreciation and NOL Schedules and engaged in tax planning.
• Prepared year - end audit schedules, analyzed and reconciled accruals, fixed asset, revenues, and expenses.
• Audited commercial banks, credit unions, government regulatory authorities. Also Insurance, construction, hospital, manufacturing, retail companies among other industries. Utilized ACL and Corptax software.

Confidential, FT Lauderdale, FL

Responsibilities:

• Performed Tax Compliance Tax Accounting reviews and pre-audits for Parkson Corporation.
• Utilized BAAN /AS 400 software to compute ETR, tax provision and deferred tax assets and liabilities.
• Researched and Compiled M1 Tax Accounting data. Reconciled tax provision, NOL schedules, identify permanent and temporary difference. Reviewed Fixed Asset procedures, contracts, and internal controls as well as reviewed reporting Compliance with SOx 404. Delivered interest and penalty savings of $100k.

Confidential, Miami, FL

Responsibilities:

• Engaged as Interim Controller responsible for directing the corporate fiscal functions for restructuring and divestiture of closely held corporation. Prepared budgets and forecast and historical analysis.
• Prepared company valuation and internal and external reports for regulatory and financial institutions. Preparation of federal and state tax filing. Supervised AP, AR, Orders, payroll, Bank Reconciliation.
• Managed monthly, quarterly and annual close calendar, GAAP financial statements, pre-tax income, and taxable income. Managed working capital and prepared cash forecast. Reconciled book income to taxable income. Calculate provision, deferred assets and liabilities and ETR. Filed 941, FUTA, sales & use taxes.
• Directed web-based treasury management and Electronic Data Interchange (EDI) document processing as well as reviewing daily shipping records. Tightened controls and improved AR aging by 40%.

Interim Director Internal Audit

Confidential, Miami, FL

Responsibilities:

• Performed corporate risk assessment, and internal control assessment, identified audit universe and structure, M&A due diligence, S1- SEC carve out, for telephone company acquired by Telmex de Mexico.
• Drafting Internal Audit Charter, establishing audit tools, developing $300,000 budget, and writing Audit Policy Manual. Established Audit Plan, Audit Strategy.
• Performed “due diligence” for M&A alerting management of risks associated with a $400MM investment.
• Performed post M&A review and revenue assurance review for Cordis Corporation. Prepared SEC reporting 10Q/10K carve out financial statements and footnotes. Integrate Acquisition financials into consolidation reporting using Oracle Financials and Hyperion.
• Document internal controls, prepare Internal Audit program and recommend process improvement.
• Delivered audit program, plan, procedures and risk analysis.

Interim Controller

Confidential, Pembroke Park, FL

Responsibilities:

• Prepared consolidation report and inter-company transactions, also 941, FUTA, and Sales & Use Tax reports.
• Prepared federal and state tax filing. Compute ETR and reconcile book income to taxable income, analyze tax provision and deferred accounts.
• Analyzed foreign currency conversion and gains/loss. Supervised weekly payroll procedures and administered employee benefits such as 401K, medical, and Workman’s Compensation.
• Led process for acquisition of $15M Oil Terminal Company (BNTOCL) performed financial feasibility, capital sourcing, and systems implementation for client. Established acquisition due diligence for $15M Oil Terminal Company, BTOCI, including financial feasibility, capital sourcing, systems implementation and HR assessment for client with over $200M in annual sales. Coordinated business with auditors, banks and government agencies.
• Engaged in Offshore international tax planning, asset protection, in corporation and company structuring to minimize the tax burden. Engagements included formation of trust entities, in corporation of various legal entities, asset protection strategies in various tax shelter domiciles.