Who am I

I have worked in finance and accounting for a long time now. Over 40 years. I have always enjoyed working with people on financial issues that matter to them. Whether it be a tax issue, business problem, or just a question on what type of mortgage I should get, I enjoy the conversation. Every individual and business is different and that’s what makes my job interesting. I enjoy relieving people of the stress that some financial issues can create.

At home, my wife, three dogs, two cats, a turtle and a partridge in a pear tree keep me very busy. All of these pets are female so I am truly well outnumbered. Give me a call and get me out of the house.

 

Principal Areas of Practice

If you take a moment to review my industry and functional experience, you will see that I have had the good fortune to have worked in many areas of finance and taxation. There is no job too big or too small. I will work with an individual, small business or corporation. Don’t let my corporate background keep you from bringing your small business issues to me to discuss. Within some of these larger companies, I developed start-ups from scratch.

 

Major Projects

Virtual Imaging, Inc.

Implemented Oracle Financials
Introduced shared services utilizing the headquarters to reduce redundancy and cost
Cleared over 100 financial deficiencies identified by internal audit
Introduced new service programs and improved service revenue 15%

Canon Financial Services

Merged two leasing companies and systems after an acquisition reducing duplication and cost

Reviewed and implemented the best practices obtained from each company

Implemented Oracle Financials, enhancing reporting and internal control

Introduced shared services utilizing the headquarters to reduce redundancy and cost

Océ Financial Services

Established a functioning captive leasing company in three months

Established Vendor Program Agreements with major banks

Established a retained service syndication process with the banks

Implemented Sarbanes-Oxley process

Developed a very profitable business

Production Printing Systems

Integrated high-speed printing and MFP copier businesses

Grew the business from $100M to $550 M with 1400 employees in 42 states

Implemented an integration plan for finance and accounting across business units saving $20M

Managed and enterprise-wide SAP implementation

Siemens Telecom Networks

Financial responsibility for eight telecom business segments

Implemented Economic Value Added (EVA) concept for capital acquisition

Engaged in the implementation of SAP enterprise system across the entire business

Medical Equipment

Financial Services (Leasing)

High-Speed Production Printing

Multi-Function Printers & Copiers

Telecommunications

Digital Pre-Press Computers

Manufacturing

Retail

Service

Accounting Operations

Individual and Corporate Taxation

Lease Accounting and Operations

Treasury / Cash Management

Bank Relationships

Shared Services

Internal Financial Reporting

External Financial Reporting

Financial Analysis

Business Valuation

Insurance

Budgeting

Forecasting

Strategic Planning

Infrastructure Planning

Cost Accounting

Inventory Valuation

Process Improvement

Policy and Procedure Development

Product Costing / Pricing

Internal / External Audit Interface

Foreign Currency Accounting

Mergers & Acquisitions

IT Design and Implementation

Systems Integration

ERP Implementation

Facilities management

Oracle

SAP

QuickBooks

Great Plains

Hyperion

MS Office (Excel, Word, Project, PowerPoint)

CPA

CLFP – Lease & Finance Professional

MS Accounting – Adelphi University, Long Island, New York

BS Accounting – C.W. Post Center, Long Island, New York

AS Accounting – Nassau Community, Long Island, New York