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Home: (703) 319-2130 Cell: (516) 695-2335

CPA with expertise in: Accounting Policy, External (SEC) Reporting, Sarbanes-Oxley (SOX) Specialize in financial instrument accounting including securitization, consolidations, derivatives and hedging, foreign exchange translation, loan accounting and impairments; corporate accounting including revenue recognition, stock compensation and benefits, taxes and earnings per share. Results driven team player with ability to quickly frame analytic problems or issues, solve them, and package results, often under tight deadlines. CAREER HISTORY Independent Consultant
Provide specialized skills necessary to help clients solve accounting-related problems. Clients Include:


The Carlyle Group, Washington DC

Assisted corporate accounting area with preparation of S-1 (IPO) filing. Prepared accounting policy memos for acquisition transactions and other complex accounting issues Other special projects Assisted external reporting area with 10K, 10Q filings and management reporting. Analyzed accounting differences between Federal Accounting Standards (FASAB) and US GAAP as applicable to the US Postal Service. Prepared white papers on treatment of accounting issues.

US Postal Service, Washington DC


2006 2010

Director Assistant Controller, Accounting Policy and External Reporting Provided expert advice and accounting guidance for technical accounting issues related to new, unusual, significant and/or complex transactions or products. Advised Business Area Controllers on consistent and appropriate application of accounting policies and U.S. GAAP, including responding to day-to-day questions on accounting and reporting and providing guidance by analyzing data and assumptions and formulating possible alternatives. Monitored and analyzed emerging issues and proposed accounting rule changes, prepared comment letters to regulatory agencies and assisted in the implementation of new requirements across the affected business areas. Participated in efforts to register with the Securities and Exchange Commission. Efforts included implementing several accounting changes, which were pre-cleared with the SEC, that improved understandability and transparency of the financial statements, improved comparability with competitors, reduced internal control risks, and improved operational efficiencies. Served as a member on key transaction and new product review and approval committees. Prepared and reviewed accounting policy group memos and policies. Reviewed 10Q and 10K reports and disclosures for consistency with accounting policies and U.S. GAAP.

CITIGROUP, Corporate & Investment Bank, New York, NY

First Vice President Financial Control Group, Corporate & Investment Bank - Finance Developed a framework to streamline and automate the Sarbanes-Oxley process by leveraging existing Operational Risk reporting system. Reviewed business area process and internal control documents for compliance with Sarbanes-Oxley standards. Overhauled global operational risk reports to eliminate duplicate reporting of information.


Accounting Policy Group, Corporate & Investment Bank - Finance Focused on researching technical accounting matters under U.S. GAAP for internal clients. Internal clients included the CFO and controllers group, treasury, and various businesses - equity, fixed income, credit, global securitized markets, and asset management; among others. Implemented new accounting standards, including FAS 140, FAS 133 and FIN 46R, as well as prepared and delivered presentations to facilitate firm-wide education of new standards and regulations. Reviewed and approved new products and structured transactions to ensure they were aligned with U.S. GAAP and operationally sustainable. Other tasks included participating on industry committees and a diverse array of special projects.


Home: (703) 319-2130 Cell: (516) 695-2335

OMI CORP., Stamford CT

1996 1998

(OMI Corp, a ship-owning company, had revenues of approximately $250 million at time of employment; in 2007 the company was acquired by an industry competitor)

Manager of Financial Reporting Managed the preparation of 10K/Annual Report, 10Q, Management Discussion and Analysis, Press Releases, and other public filings including Initial Public Offering, Spin-Off and Merger transactions. Managed all accounting department functions. Managed a department of 8 finance professionals and staff. Supervised annual audits and quarterly reviews by external auditors. Prepared annual budget and forecasts; presented monthly management reports for CFO and Board of Directors. Special projects included analysis of sales/leaseback and capital purchase transactions, implementation of new accounting systems.


Senior Accountant, Corporate Comptroller's Department

1988 1996

Financial Reporting & Consolidations Participated in preparation of quarterly management and regulatory reports including 10K, 10Q, Annual Report, Shareholders' Report, and Press Releases. Financial Planning & Budget Group Participated in preparation of financial forecast and strategic plan. Participated in the planning and compilation of consolidated annual budget and summary. Special Analysis Group Supported investor relations-related matters, including quarterly earnings releases, completion of financial schedules and validation of all numbers presented externally. Involved in consolidation of quarterly estimates.


Senior Accountant Responsible for all facets of audit engagement for companies ranging over a wide variety of industries. Supervised staff level accountants.

1986 1988


B.S. Accounting, Binghamton University Certified Public Accountant (active)


Loan accounting and impairment (FAS 65/114), investments (FAS 115), consolidation and variable interest entities (FAS 140/166, FIN 46R/167), guarantee liabilities (FIN 45), derivatives (FAS 133/155/DIG), fair value measurements (FAS 157), foreign currency translation (FAS 52), income taxes (FAS 109/FIN 48), stock-based compensation (FAS 123R), IFRS knowledge

MEMBERSHIPS: American Institute of CPAs (AICPA), Northern Chapter of the Virginia Society of CPAs (NVSCPA)