Controller, CFO, COO, CEO

••••• A. •••••
••••• Wandering Way
Baldwinsville, New York •••••
Home: ••••• - Email •••••

SUMMARY & OBJECTIVE

Finance/Operations Administrator with thirty years experience comprised of managing change through objective analysis, staff level management, creative problem solving, strategic planning and project management as well as developing training sessions, programs and manuals. Intuitive individual with the ability to generate new ideas, formulate a project plan and implement the plan through to completion. Decisive, able to incorporate risk factors in shaping objectives and realizing company goals. Strong planner. Refined leadership and managerial skills for positive and successful staff and company development. Currently seeking a business challenge with a progressive firm.

EXPERTISE

Administrative Experience:
Director of Operations for an office furniture (SteelCase) re-manufacturer
Director of Finance at large orthopedic medical practice, and Controller of small manufacturing company
Developed efficient organizational structure based on functional and financial reporting.
Strategic planning expertise with mergers, resource analysis and development.
Trained, advised and guided implementation of integrated business systems. Have developed skills to anticipate, identify and solve problems in a team environment.
Developed a plan to minimize risk exposures and operating premium costs by managing coverage and deductibles.
Designed and implemented short and long term business strategies.
Defined and strengthened financial reporting and internal control.
Developed management structures and prepared company plans for financial systems, marketing programs, conceptual designs for medical, manufacturing and distribution operations.
Extensive experience working with banking, accounting, legal and insurance professionals.
Fluent in many software programs; electronic spreadsheets, word processors, databases, presentation software and many specialized programs as well as Windows and Macintosh Operating Systems.
Prepared and delivered training presentations for clients and staff at all levels.
Developed overall operating systems, originated logic flowcharts, formulated budgets.

Leadership and Staff Development:
Developed a rapport with employees to foster open communications with supervisors, managers and shareholders. Established an environment of encouragement and trust among employees. Always willing to serve others in the normal course of business activities.

Operations Management:
Skilled at organizing physical plant layouts, analyzing and restructuring operations. Integrated PC, Mini Computer and Manual operations to insure peak operational effectiveness.

Systems Development:
Developed manual and computer operations systems for administrative, financial, sales, CAD and inventory control functions. Prioritized and clarified reporting practices conceived and carried out methods for sales analysis. Coordinated the functions of data processing support firms to simplify record keeping and improve operational efficiencies. Performed systems manager functions developing and implementing internal and external security for network operating system and for integrated business system.

Financial Planning:
Devised financial accounting, human resource and operations systems for all management, internal and external analysis & reporting. Created strong internal controls for moving information from source documents to final reporting in an accurate and timely manner. Designed, developed and implemented accounting procedures for data entry and financial statement preparation.

PROFESSIONAL EXPERIENCE
Roberts Office Furniture Concepts Inc •••••/••••• - Present
Director of Operations
Office furniture re-manufacturer ••••• employees, 2 retail sites with 3 sales regions. Strategic planning to include development of business plan to include a marketing, operations and financial plan. Implementation of MAS••••• business system with manufacturing and distribution modules. Develop cost accounting controls using activity based accounting principles to support lean manufacturing operations.

Syracuse Orthopedic Specialists PC ••••• - •••••
Director of Finance
Orthopedic practice with ••••• Doctors, ••••• employees, 6 site locations and $•••••M plus in revenues. ACS with $•••••M in revenues. Report directly to Chief Executive Officer. Develop and oversee practice financial reporting and internal financial controls on a routine timely basis. Provide plan administration for •••••k and pension activities for $•••••M plus in assets. Developed and implemented integrated business system for practice based Sage MAS••••• modular midrange software for G/L, A/P, Purchasing, Inventory and Bank Rec. ABRA Payroll and HRIS modules. Financial reporting is being developed using FRX and F9 software. Initiated, developed and in the process of implementing operating budgetary procedures for ••••• to include operational activities and capital expenditures. Initiated paperless solution to improve overall practice efficiency and cost savings. Planned and Facilitated financial merger of Orthopedic Practices (SOS, CNY Ortho, UOSM). Planned and facilitated multiple plan conversions and plan mergers for Defined Benefit (DB) and •••••k (DC) plans. Developed IPS documentation for DB and DC plans. Developed objective selection process for DB and DC plan service providers. Developed analysis of payor contracts based on top •••••% of historical CPT code billing and insurance payers average reimbursement related to Medicare rates. Billing system used GroupCast (formerly IDX). Cash management of multiple operating accounts, investment accounts and credit accounts (LOCs).

Syracuse Orthopedic Specialists PC ••••• - •••••
Finance Manager (Controller)
Orthopedic practice with ••••• Doctors, ••••• employees, 7 site locations and $•••••M plus in revenues. Report directly to Chief Operating Officer. Develop and Oversee practice financial reporting and internal financial controls on a routine timely basis. Provide plan administration for •••••k and pension activities for $6M plus in assets. Developed and implemented NT based MAS••••• software for G/L, A/P and Bank Reconciliation models. Financial reporting is being developed using FRX and F9 software. Implementation of Purchasing, Inventory and Assets & Depreciation modules are planned for ••••• Initiated, developed and in the process of implementing budgetary procedures for ••••• to include operational activities and capital expenditures. Developed cost accounting methods to allocate all indirect support and administrative costs to site activities allowing calculations of unit costs per encounters (procedures) at each site location. Provide financial planning, structure and reporting to bring new Ambulatory Surgery Center (ASC) on line •••••/•••••/•••••

Business and Operations Management Consultant ••••• - •••••
President
Developed and initiated business consulting relations with Xonitek Systems Corporation while at Prince Manufacturing & Design to provide additional revenues and to minimize administrative costs. Set-up Sub Chapter S Corporation with co-ownership in January ••••• Provided consulting services on all levels, for mangers and operating staff to successfully implement integrated business system solutions in variety of manufacturing and distribution companies with multi-user, multi-tasking environments. Worked with Medical group of Orthopedic Surgeons for eight-month period providing operational support and process documentation. Worked with over ••••• clients to provide implementation training for managers and staff onsite and provided continued telephone help desk support. The main business system software used was Macola and the main network operating systems used were Novell and Windows NT.

Integrated Planning Systems, Fair Lawn, New Jersey ••••• - •••••
Implementation Consultant
Provided implementation training on site for multiple clients using Macola software as an integrated business solution for Y2K compliance. Client base of Manufacturing and Distribution types in the NYC/LI, CT, NJ, PA, DE & MD area.

Prince Manufacturing & Design, Inc., Liverpool, New York ••••• - •••••
Chief Financial Officer/Quality Facilitator
Reviewed company procedures and processes with Management and Staff to advise and instruct on critical issues of compliance and development. The main areas of focus have been in Finance, Engineering, Quality, Sales/Marketing, Human Resources and Administration. Interacted with outside professional support in all areas. Provided guidance and direction for all Management in development of the companys quality program. Our efforts in quality areas over a two-year period led to Carriers Q-Plus certification of Prince Tool & Die. Administered training in SPC and provided input in developing company handbook and training needs. Provided hardware and software technical network support.

Consultant ••••• - •••••
Initiated first formal quality program at Prince Tool & Die. Developed various forms and procedures needed to reach Carrier Q-Plus Certification.

••••• Industrial Tool Corporation, Syracuse, New York ••••• - •••••
President ••••• - •••••
••••• Industrial Tool Corporation, Albany/Syracuse, New York ••••• •••••
Sales Representative

EDUCATION/MILITARY SERVICE

State University of New York Empire State College Saratoga Springs, NY
- M.B.A Degree (Begin course studies •••••/•••••) ••••• Cr Hrs Completed (•••••) (Degree Not Completed)

Dale Carnegie Institute Syracuse, NY
- Management Seminar •••••

State University of New York at Albany Albany, NY
- B.S. Degree Accounting •••••

Onondaga Community College Syracuse, NY
- A.S. Degree Business Administration •••••

United States Navy Vietnam Service
- Sonar Systems Operator/Avionics Technician ••••• - •••••

PROFESSIONAL/PERSONAL AFFILIATION AND INTERESTS

Professional

Radisson Community Association (RCA) Baldwinsville, NY
- Finance Committee Member ••••• - •••••
•••••••••• - Present
Personal•••••

Participation in Choirs
- Community Wesleyan Church Baldwinsville, NY
- St Marys Church Baldwinsville, NY
- Pennellville Christmas Cantata Pennellville, NY
- Voices on the River (Mens Choir) Lowville, NY
- Mission Syracuse Choir Syracuse, NY

Community Wesleyan Church Baldwinsville, NY
- Promise Land - 5th Grade Leader (Childrens Midweek Program)

Participation in Project Children Program Syracuse, NY
- Host Family ••••• Children from Ireland ••••• - •••••

Interest

- Reading
- Swimming
- Fishing
- Travel