Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
49
49
years of professional experience
Work History
Retired
None
New York, New York
02.2014 - 05.2026
Chief Financial Officer & Administrator
UPI Marketing Corp.
New York, New York
05.2004 - 01.2016
Directed financial strategy and planning for UPI Marketing Corp.
Oversaw budgeting processes to ensure financial discipline across all departments.
Collaborated with department heads to align financial goals with operational needs.
Managed cash flow forecasting and liquidity planning with efficiency.
Led financial reporting processes, providing timely insights for informed decision-making.
Mentored finance team members to foster skill development and enhance collaboration.
Oversaw cash flow management activities, including accounts receivable, payable processing, payroll administration, and banking functions.
Vice Presiden Mortgage Backed Securities
Financial Guaranty Insurance Company
12.1997 - 02.2004
Directed investment strategies to optimize portfolio performance and mitigate risks.
Cultivated relationships with key stakeholders to drive sustainable business growth.
Managed cross-functional teams to enhance operational efficiency and service quality.
Developed tailored insurance solutions that addressed client needs comprehensively.
Led strategic initiatives focused on risk management and financial stability.
Facilitated training programs to improve employee skills and knowledge retention.
Small Business Owner
Innovative Auto Corp.
Valley Stream, New York
07.1991 - 10.1997
Establish after-market car warranty sales business for Wynn Oil Company.
Implemented marketing strategies to promote services and increase visibility.
Coordinated team schedules to ensure efficient service delivery and resource allocation.
Kept records for production, inventory, income, and expenses.
Developed customer relationships to enhance service satisfaction and loyalty.
Chief Financial Officer
Contitrade Services Corp.
New York, New York
11.1981 - 05.1991
Led financial strategy development for long-term organizational growth.
Oversaw budgeting processes to ensure resource allocation aligns with company objectives.
Managed financial reporting to provide insights for executive decision-making.
Directed cash flow management to maintain operational liquidity and stability.
Collaborated with cross-functional teams to integrate financial goals into business plans.
Senior Accountant
Eisner & Lubin CPA's
New York, New York
07.1977 - 09.1981
Collaborated with clients to assess financial needs and deliver tailored solutions.
Mentored junior accountants on accounting best practices and reporting procedures.
Managed journal entries and reconciliations to support monthly general ledger closing activities.
Prepared monthly financial reports for management review, enhancing decision-making processes.
Generated financial statements in compliance with GAAP standards and regulatory requirements.