Strategic executive known for financial leadership and operational oversight in multi-entity organizations. Successfully directed 19 corporate acquisitions, enhancing profitability while leading cross-functional teams to achieve operational excellence. Proven expertise in financial analysis, budgeting, and compliance, driving informed decision-making and long-term growth.
Overview
35
35
years of professional experience
Work History
Senior Vice President of Finance
The IMA Group
Tarrytown
08.2019 - Current
Direct the financial management and operational oversight of a $165M multi-entity organization, supporting 1,000 employees and 1099 FFS across IMAs 110 locations.
Led 19 successful corporate acquisitions and divestitures, overseeing financial due diligence, valuation modeling, contract negotiation, and post-acquisition integration.
Provide in-depth financial analysis, cash flow forecasting, and budgeting to guide executive decision-making and long-term strategy.
Manage treasury functions across 12 entities to ensure optimal liquidity, risk management, and capital allocation.
Executed the preparation of audited financial statements and coordinated with external accounting firms during year-end audits to uphold accuracy, compliance, and timely completion.
Oversee the preparation and consolidation of monthly, quarterly, and annual financial statements in accordance with GAAP.
Ensure compliance with all federal, state, and local tax regulations; manage internal controls and coordinate external audits.
Designed and implemented cost reduction and turnaround initiatives that improved financial performance and operational efficiency across the organization.
Negotiate and manage complex commercial real estate leases, vendor agreements, 1099 FFS contracts, and equipment financing arrangements to optimize financial outcomes.
Lead and mentor a 35-member team across finance, accounting and billing teams ensuring accurate reporting and regulatory compliance.
Select and oversee relationships with external auditors and accounting firms for audits, reviews, and financial consulting.
Identify and secure capital funding for expansion initiatives; manage banking relationships and covenant compliance.
Advised CFO/President/CEO with financial insights that directly influenced business strategy and growth planning.
Chief Financial Officer / Vice President
Glass-form Productions, Inc.
Bronx
01.1991 - 02.2007
Directed comprehensive financial operations, demonstrating expert knowledge in accounting principles, financial reporting, and regulatory compliance, while driving strategic business growth from $1.5M to $25M in revenue.
Developed and executed comprehensive financial budgets, forecasts, and multi-period revenue projections, aligning with corporate objectives and ensuring accuracy.
Provided advanced financial analysis and interpretation of statistical and operational data to inform executive decision-making and optimize company performance.
Led high-stakes negotiations for property acquisitions and orchestrated bank financing, leveraging deep financial acumen to secure favorable terms and support capital investment.
Consolidated and reviewed financial statements from multiple distribution centers, delivering accurate reports to the foreign-based President in a timely manner.
Exercised strong leadership over all accounting functions, including accounts receivable, accounts payable, general ledger, tax compliance, and payroll across four distribution locations.
Oversaw inventory management and purchasing operations linked to overseas manufacturing facilities, integrating supply chain and financial controls to improve efficiency.
Directed cross-functional teams in customer service, sales, and shipping, fostering operational excellence and aligning department goals with corporate financial strategies.
Spearheaded the successful implementation of an ERP system tailored for manufacturing and distribution, enhancing reporting capabilities, process integration, and internal controls.
Managed complex multi-state payroll processes and tax filings, maintaining compliance with all statutory and regulatory requirements.
Senior Vice President of Finance at Groot Hospitality JV of Live Nation EntertainmentSenior Vice President of Finance at Groot Hospitality JV of Live Nation Entertainment