CFO Consulting
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CFO Consulting Employees
Concur September 2015 - Present
Concur Techologies January 2015 - September 2015
Concur Technologies March 2011 - December 2014
ZeroChaos June 2010 - December 2010
Smart City April 2007 - March 2010
CFO Consulting January 2007 - April 2007
Harcourt May 2005 - January 2007
Thomson Financial July 2002 - May 2005
ThruPoint June 1999 - June 2002
Skills
Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, General Ledger, Project Implementation, Software Project..., Implementation Services, Financial Systems..., Process Improvement, PeopleSoft, Human Resources, Payroll, QuickBooks, Time Management, Budgets, Invoicing, Finance, Forecasting, Internal Controls, Management
Education
Penfield High School
University of Maryland University College
BS, Accounting
CFO Consulting 2013 - Present
Estee Lauder 2005 - 2013
Estee Lauder 2001 - 2005
Henry Schein 1997 - 2000
Henry Schein 1993 - 2000
Henry Schein 1988 - 1993
Ernst & Young 1984 - 1988
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Internal Controls, Financial Analysis, Supply Chain, Financial Integrations, Budgets, Financial Reporting, Unclaimed Property, Manufacturing, Project Management, Inventory Management, Property, Management, Leadership, Internal Audit, Process Improvement, Mergers & Acquisitions, Escheatment, Forecasting, Finance, Accounts Receivable, Sales, Sarbanes-Oxley
Education
Hofstra University
BBA, Public Accounting
Holy Family High School
Casteel Corporation February 2014 - Present
CFO Consulting 2012 - Present
Virginia College 2010 - Present
Ohio Christian University 2010 - Present
Ford Business Machines, Inc March 2012 - September 2012
W R Casteel LLC a Gill Simpson Co February 2005 - March 2012
Edward A Savarno & Company CPA's September 1992 - February 2005
Jacob Ash Co March 1989 - September 1992
Executone Phone Co Inc April 1981 - February 1989
M Hanna Company CPA's January 1980 - April 1981
Skills
Financial Analysis, Financial Planning, Corporate Finance, Corporate Social..., Corporate Management, Management, Accounting, Budgets, Strategic Financial..., New Business Development, Accounts Payable, Accounts Receivable, Finance, Cash Management, Internal Controls, Auditing, Cost Accounting
Education
University of Phoenix 2003 — 2009
Doctorate of Business Administration, Business Administration, 3.76
University of Phoenix 2001 — 2003
Masters of Business Administration, Business Administration, 3.72
Point Park University 1967 — 1972
B.S. in Accounting, Accounting, 2.92
Royal Canin Canada (division of Mars, Incorporated) 2010 - 2014
CFO Consulting 2009 - 2010
Cardinal Health Canada 2008 - 2009
Associated Brands 2005 - 2008
Radian Communication Services 2002 - 2005
KPMG 1987 - 2002
Education
University of Auckland 1984 — 1986
Bachelor of Commerce
CA - Institute of Chartered Accountant of Ontario
CA - Institute of Chartered Accountants of New Zealand
CFO Consulting November 2000 - Present
LauberCFOs, Inc. July 2014 - January 2015
Nanosphere, Inc. November 2011 - March 2014
S1 Audio, LLC November 2007 - March 2010
CommuniTech Services March 2005 - November 2007
Primary Energy Recycling Corp. September 2004 - March 2005
BP P.L.C. February 2004 - August 2004
InvestorsBank, Inc. May 2002 - September 2003
WMS Gaming May 1999 - June 2000
FARLEY INDUSTRIES, INC. May 1996 - September 1998
Skills
Cost Reduction..., Operational Planning, Budget Management, Team Building, Leadership, Forecasting, Budgets, Cost Accounting, Change Management, Accounting, Strategy, Financial Accounting, Financial Reporting, Start-ups, Process Improvement, Strategic Financial..., Auditing, Cash Management, Operations Management, Manufacturing, Mergers, Management, Finance, Corporate Finance, Cross-functional Team..., Financial Analysis, SEC filings, Analysis, Strategic Planning, Sales, Mergers & Acquisitions, Business Process..., Risk Management, Sarbanes-Oxley Act, Managerial Finance
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accountancy
Fremd High School 1971 — 1975
Seagate Technology April 2013 - Present
Intuit September 2012 - April 2013
Intuit September 2010 - April 2013
FIS January 2009 - September 2010
FIS 2004 - 2009
FIS 2003 - 2004
FIS 2001 - 2003
FIS 1999 - 2001
FIS 1998 - 1999
CFO Consulting 1995 - 1998
Skills
Banking, Business Analysis, Business Development, IT Strategy, Program Management, Project Management, Requirements Analysis, Risk Management, SDLC, Software Implementation, Software Project..., Solution Architecture, Strategic Planning, Team Building, Training, Visio, Business Transformation, CRM, Financial Analysis, Information Security, Leadership, Management, Management Consulting, Operations Management, Process Improvement, Product Marketing, Professional Services, Business Intelligence, Business Process..., Vendor Management
Education
University of Central Florida 1993 — 1997
Management Information Systems
RailComm December 2014 - Present
CFO Consulting April 2014 - November 2014
Axzo Press LLC June 2007 - March 2014
EFP Rotenberg, LLP January 2000 - September 2007
Concentrix 1997 - 1999
Matrics Corp. 1995 - 1997
Matrics Corp. 1991 - 1995
Skills
Financial Reporting, Accounting, QuickBooks, Great Plains Software, GAAP, Forecasting, US GAAP, Accounts Receivable, Auditing, Internal Controls, General Ledger, Managerial Finance, Revenue Recognition, Financial Statements, Management, Leadership, Finance, Executive Management, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Consulting, Cash Management, Financial Accounting, Payroll, Tax, Team Leadership
Education
State University of New York College at Brockport 1987 — 1989
BS, Accounting
Microsoft Corporation July 2010 - Present
Tectura Corp July 2006 - July 2010
ePartners, Inc. May 2004 - July 2006
US Peace Corps July 2003 - May 2004
CFO Consulting July 2002 - July 2003
DPAI Technology Services March 2001 - July 2002
CAMP, Inc August 1989 - March 2001
Skills
ERP, Business Process, Business Process..., Requirements Analysis, Axapta, SDLC, CRM, Microsoft CRM, Cross-functional Team..., Project Management, Enterprise Software, Supply Chain Management, Microsoft Dynamics
Education
John Carroll University 1985 — 1989
MBA, Business Management
Cleveland State University 1977 — 1982
BBA, Production / Operations Management
CFO Consulting
Skills
Strategic Planning, Leadership, Team Building, Management, Public Speaking, Coaching, Program Management, Business Planning, Leadership Development, Business Strategy
Education
The Citadel 1967 — 1971
Bachelor's Degree, Business Administration and Management, General
Thompson Creek April 2013 - Present
CFO Consulting April 2010 - April 2013
CPA Global North America June 2007 - March 2010
ACS Transportation Solutions June 2006 - May 2007
AT&T Government Solutions January 2004 - June 2006
Intelsat, Ltd. November 1999 - January 2004
Computer Sciences Corporation October 1996 - October 1999
Coopers & Lybrand December 1984 - March 1989
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1997
MBA, Finance and International Business
University of Northern Iowa 1975 — 1979
BS, Accounting
American School of Milan 1974 — 1975
Georgia-Pacific LLC April 2013 - Present
Georgia-Pacific LLC July 2010 - April 2013
CFO Consulting October 2008 - July 2010
Delta Apparel December 2007 - June 2008
John H. Harland October 2006 - June 2007
John H. Harland January 2006 - September 2006
John H. Harland May 2004 - January 2006
Unisource June 2002 - May 2004
Riverwood International February 1999 - June 2002
Riverwood International November 1997 - February 1999
Skills
Financial Reporting, Strategic Planning, Performance Management
Education
Emory University - Goizueta Business School 1993 — 1995
MBA
Vanderbilt University 1989 — 1992
BA
CFO Consulting December 2013 - Present
Cirrus Logic October 2013 - November 2013
Acoustic Technologies May 2001 - October 2013
VIRxSYS April 2001 - July 2012
Signature Capital April 2001 - February 2009
Texas Instruments November 1999 - April 2001
Power Trends, Inc. February 1992 - November 1999
Smartscan Inc. June 1986 - September 1991
Hewlett-Packard July 1979 - June 1986
Skills
Mobile Devices, Integrated Marketing, Financial Modeling, Accounting, Due Diligence, Management, Executive Management, Project Management, Product Marketing, Finance, Financial Reporting, Financial Analysis, Program Management, New Business Development, Forecasting
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM with Honors, Finance, Accounting, Operations
University of Illinois at Urbana-Champaign 1973 — 1977
BSEE, Electrical Power
ClearCove Systems Inc. 2013 - Present
CFO Consulting 2012 - Present
Financial Executives International - Rochester Chapter 1994 - 2014
Symantec Corporation March 2012 - August 2012
Odyssey Software, Inc. 2005 - 2012
CFO Consulting 2004 - 2007
X/Net Associates, Inc. 1998 - 2004
Citibank Student Loan Corporation 1984 - 1998
Rotenberg & Company, CPAs 1981 - 1984
Skills
Mergers & Acquisitions, Small Business, IPO, Software Industry, Start-ups, Strategic Planning, Budgeting, Due Diligence, Planning, Forecasting, Business Planning, Business Strategy, Contract Negotiations, Financial Reporting, Analysis, Mergers, Financial Analysis, Strategic Financial..., Budgets, Management, Contract Negotiation, Process Improvement, Project Planning, Leadership, Finance, Accounting, Managerial Finance, Internal Controls, Enterprise Software, Executive Management, Strategy, Cost Accounting, Cash Management, Corporate Finance, Financial Modeling, Auditing
Education
Rochester Institute of Technology 1980 — 1981
Bachelor of Science (BS), Accounting
Monroe Community College 1977 — 1979
A.A.S., Accounting
True&Co October 2014 - Present
Accretive Solutions August 2013 - October 2014
CFO Consulting 1999 - 2012
Venture Advisors 2010 - 2010
Mercatus LLC 2009 - 2009
Bundle of Hope, Inc. 2004 - 2008
Resonate 1997 - 1999
Mainspring 1996 - 1997
PricewaterhouseCoopers 1994 - 1996
Skills
Finance, Public Speaking, Auditing, Budgets, Accounting, Strategy, Management Consulting, Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Start-ups, Due Diligence, Executive Management, Mergers & Acquisitions
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BS, Accounting & Finance
Lesley University
Master's degree
Garden Leaders Corp January 2013 - Present
CFO Consulting September 2010 - January 2013
Legg Mason January 2006 - June 2010
Citigroup February 1992 - January 2006
J & W Seligman August 1984 - February 1992
Skills
Mutual Funds, Mergers, Fund Administration, Equities, Securities, Asset Managment, Alternative Investments, Hedge Funds, Investments, Capital Markets, Private Equity, Investment Banking, Valuation, Financial Services, Derivatives, Fund Of Funds, Investment Management, Auditing, Financial Markets, Internal Controls, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Fund Accounting, Bloomberg, Funding
Education
City University of New York-Brooklyn College 1977 — 1981
BS, Economics
CFO Consulting Financial ConsultantPA Assistive Technology Foundation2007 - Present
Skills
Accounting, Financial Reporting
Education
University of Illinois at Urbana-Champaign 1952 — 1956
Bachelor of Science (B.S.), Accountancy and Economics