Beth Caplan
Nanuet,NY
Summary
Forward-thinking CFO and Controller with both public and private accounting and financial reporting experience. Offering proven track record of exceptional accuracy in reporting and auditing. Hardworking chief financial officer bringing several years of experience in financial leadership. Specializing in financial decision making and company-wide policy development.
Overview
35
35
years of professional experience
Work History
CHIEF FINANCIAL OFFICER (CFO)
LIV unLtd
Nanuet, NY
11.1998 - 07.2024
- Directed financial processes to maintain operational efficiency.
- Orchestrated the annual budget process, collaborating with all departments and senior management
- Controlled corporate costs and risks, formulating strategies to lower monthly expenditure.
- Exhibited outstanding organizational and negotiation skills, managing multiple complex tasks with competing deadlines.
BUSINESS MANAGER
Joel Faden & Company
New York, New York
09.1991 - 10.1998
- Oversaw bookkeeping, asset administration, and tax services for high-net-worth individuals.
AUDITOR
Laventhal & Horwath
New York, New York
04.1989 - 08.1991
- Reviewed and assessed financial statements of publicly traded firms per generally accepted accounting principles.
- Conducted interviews with management and others to gain insights into the organization’s operations, financial reporting, and potential fraud or errors
- Reviewed and analyzed internal control frameworks.
- Examined discrepancies in account balances and account categories.
Education
BBA - Business Accountancy
Bernard H. Baruch College
New York06-1987
Skills
- Financial Insight and Analysis
- Transformation and Change Management
- Financial Statement expertise
- Strategy Formulation and Execution
- Financial Management
Affiliation
Treasurer, NAMI of Rockland, Orangeburg, NY 10962
NAMI Rockland is an non profit organization made up of families, friends and individuals whose lives have been affected by mental illness. NAMI advocate for better lives for those individuals who have a mental illness.
Other
Rising Above Bakery, Volunteer, Nyack, NY,10960
Rising Above Bakery employs young adults with special needs .The bakers are united by their experience of a life-affirming, confidence-building work experience that can open a path to a meaningful, productive life.
Timeline
CHIEF FINANCIAL OFFICER (CFO)
LIV unLtd
11.1998 - 07.2024
BUSINESS MANAGER
Joel Faden & Company
09.1991 - 10.1998
AUDITOR
Laventhal & Horwath
04.1989 - 08.1991
BBA - Business Accountancy
Bernard H. Baruch College
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