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Efficient Controller and Finance Manager with hands-on experience and a MBA who possesses strong analytical and leadership skills that have achieved strategies and objectives. A team builder and communicator with a "Can Do" approach who is able to perform under pressure and implement positive change.

Work experience

Feb 2002Jun 2009


University of Bridgeport

Private university that prides itself on its international student body and strong academic achievement

·Managed all financial functions of the University to ensure compliance with regulatory agencies.

·Hands-on supervision of 18 Finance office staff covering Accounting, Payroll, Bursar, Accounts Payable, Purchasing and Cashier including financial statement preparation, collections, and customer services.

·Led Bursar’s Office to increase collections over 50% using aggressive procedures and timely billing techniques realizing over $15 million that was considered delinquent or written off.

·Promoted appropriate payment programs with students and their families to improve customer relations.

·Created a desk reference manual of updated fiscal policies and procedures.

·Introduced an open atmosphere and a teamwork approach to motivate staff to achieve greater results for common goals such as the timely completion of reports to meet regulatory requirements.

·Worked closely with other University staff and faculty with their financial activities for stronger internal control. Created standard accounting rules for campus clubs and departments.

·Assisted in the management of a $70 million operating budget. Provided input for tuition and fee changes.

Dec 1997Oct 2001

Director of Finance

ARI of Connecticut, Inc.

Private care center for developmentally challenged adults funded with grants and private resources

·Directed all financial management activities for a Not-for-Profit organization.

·Prepared and analyzed all financial statements for the Board of Directors, management and government agencies.

·Prepared and managed $5.3 million operating budget. Realized at least $100 thousand surpluses every year.

·Managed $1 million investment portfolio and $500,000 in monthly cash flow.

·Created a new 401(k) plan. Managed employees' pension plan as Trustee.

·Selected and successfully converted old accounting system with all new financial and payroll software using Great Plains/ FRx and ADP PC Payroll for Y2K compliancy.

·Prepared and administrated all government and private grants. Member of fund raising team.

·Key member of the development team that produced a new state-of- the-art group home.


Finance Manager

Pentegra Retirement Systems

Finance Manager1993-1997

Assistant Controller 1988-1993

Senior Accountant 1986-1988

Accountant 1984-1986

Pension administrators for the employees and members of the Federal Savings Bank Association

·Prepared all monthly and annual financial statements and income tax reporting for a $1.6 billion pension fund; diversified in 20 accounts of various stocks, bonds, mutual funds, options, etc.

·Prepared and managed $9.2 million administration budget including account analysis.

·Payroll administrator for 80-person firm including tax reporting.

·Supervised accounting for over 12,000 active retirees including tax reporting.

·Supervised finance department staff. Upgraded many procedures to achieve higher efficiency.

·Member of the team that created the new company name to improve its marketability and brand.

·Worked extensively with Solomon G/L, FAS 1000, ADP PC Payroll, MS Word and Excel, Lotus 123 and QuickBooks.




Pace University Graduate School


Customer Service
AR/ AP Management
Policies and Procedures
Audit Supervision
Account Analysis
Budget Preparation and Analysis
Cash Management
Financial Statement Preparation
Great Plains
Excel and Word
Datatel Software