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Summary

CPA and seasoned financial executive with over twenty years of management experience developed in a mid size public accounting firm and a dynamic corporate environment. Industry strengths in venture leasing and asset based lending to emerging growth companies.

Work experience

2009Present

Interim CFO/Controller

Mary B Lavelle, CPA

Project focused corporate financial services including outsourced CFO, Controller and Treasury functions; business plans; corporate income and other taxes; individual income taxes.

20012008

Treasurer

Leasing Technologies International, Inc.
Negotiated and closed senior and mezzanine financing transactions, key credit and security agreement covenants, borrowing base formulae and reporting obligations. Oversight of daily treasury functions, cash position and loan compliance. Member of senior credit committee.
19982001

Controller

Leasing Technologies International, Inc
Reported directly to CEO, CFO and COO for company with $125MM in financial assets, annual operating budget of $6 MM, generating $20 MM in revenues, six offices nationwide. Valued investment positions in stock, warrants, options and equity equivalents received in connection with lease/loan portfolio accounts. Restructures of non-performing portfolio assets. Developed financial analysis models for successful preferred equity issues, mezzanine debt, and limited partnership structures. Managed external and financial and compliance reporting. Coordinated reporting of marketing, credit, treasury, asset management departments with internal financial reporting.
19971998

Controller

Knowledge Alliance Holdings
19871997

Assistant Controller / Tax Director

Leasing Technologies International, Inc
Established credit department for due diligence on venture lease/loan investments. Implemented employee benefit plans (Section 125 Health/Dependent Care Reimbursement Plan, Section 401K Profit Sharing Plan). Managed federal income tax strategy, including alternative minimum tax considerations. Supervised compliance for state and local income, sales and property taxes, in 45 jurisdictions.
19841987

Supervising Senior

Mahoney Cohen & Co
Planned and supervised concurrent audit, review and compilation engagements for client industries that included financial services, manufacturing, advertising, marketing and retail, with assets ranging up to $150MM. Provided additional services to non-audit clients including management consulting and financial advisory services.

Education

Master of Science

Pace University, Lubin Graduate School of Business
19761980

Bachelor of Science

Union College