CPA / CFO

SUMMARY

• Twenty-plus years of diverse tax, management, finance, treasury, payroll, administration and business controls experience.
   

• Demonstrated track record improving productivity and increased policy and procedures awareness.
   

• Strong budget management, analytical, and operating accounting skills.
   

• Proficient in Master Builder, QuickBooks and Turbo Tax. 
  
   

PROFESSIONAL EXPERIENCE

1999-Present Certified Public Accountant

• Provided tax, financial and accounting services to individuals, partnerships and companies in Massachusetts.

  
2003–Present Chief Financial Officer

• Managed the financial, business and tax affairs of a development and construction company, including budgeting, accounting, payroll, purchasing, accounts receivable and payable, financial and tax reporting.

2001–2003 Certified Public Accountant
 

• Provided accounting and tax services to a wide range of clientele.

1994–1999 Business Manager
 

• Managed the daily operations of a private school, including preparing monthly financial statements, strategic planning, long-range financial budget projections, capital projects and campus planning.
   
  

• Monitored activities of endowment managers, and supervised execution of Investment Committee decisions.
   

• Oversaw all phases of construction of two major building projects.

1991-1994 U.S. Controller/Business Accounting Manager
 

• Financial and business reporting for Polystyrene operations (International and U.S.)
   

• Legal entity reporting and consolidation of NOVA/Polysar subsidiaries and affiliates based in the U.S.
   

• Corporate U.S. benefit and pension accounting, treasury, cash management and payroll functions.

1978-1991 Senior Audit Manager

• Managed all phases of the day-to-day operations of a fast-paced, sophisticated audit practice.
   

• Extensive expertise in providing accounting, tax, cost accounting, inventory management and control consulting services.
  
    

COMPUTER SKILLS
 

• Proficient in Master Builder, Real World, QuickBooks, One Write, Lotus, Microsoft, Excel, Word, Prosystem Audit and FX, Lacerte and Turbo Tax.
  
   

EDUCATION
 

• BS in Accounting, Magna Cum Laude, University of Massachusetts
  
   

PROFESSIONAL ASSOCIATIONS
 

• American Institute of Certified Public Accountants
   

• Massachusetts Society of Certified Public Accountants
   

• Institute of Management Accountants
  
   

REFERENCES
 

• Furnished upon request.
  
  
   

Complete resume is available upon request.
 

Extensive experience in Financial / Accounting / Master Builder

Complete resume is available upon request.  

Username: geowitz

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Controller / Accounting Manager

Experience:

I have more than thirty years of construction accounting experience on many software programs, most recently Master Builder.

I have a strong background in:

• Cash Flow Projections
• Budget Preparation
• Job Costing1

I am also a successful collections manager.

Complete resume is available upon request.  

Preferred Location:

Merrimack Valley MA to Southern NH

Username: Diamond

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CHIEF FINANCIAL OFFICER / CONTROLLER

A seasoned professional financial operations manager and controller with experience managing the accounting functions for both a $5 and $48 million privately held company. Skilled in all areas of financial reporting including: Accounts Receivables/Payables, Job Costing, Insurance, Claims, and Employee Compensation. Directed the financial relationships with vendors and sub-contractors.

Professional Achievements:

Financial Management: Improved the level of control over the financial management of the companies. For one company streamlined the input to the computer system to give better reporting both in job costing and financial information. Brought into one company their first automated control system by hiring a computer programmer to develop a customized accounting and job costing software. As a result, the new system integrated payroll, job costing, accounts receivable/payables, billings and payroll into the general ledger, and provide accurate real-time financial reports to senior managers.

Cash management: Generated income by investing company’s excess cash either overnight or longer periods as required. Worked closely with company’s banks to get the best possible rate of return with the products that they offered. As a result, created additional revenue from cash setting idle in the bank.

Prepare external year-end audit packages: Prepared for the certified public accountants a complete audit/financial package. Organized and cataloged all of the required ledgers, expense and payroll documents, bank statements, tax returns and various financial statements. By preparing the audit packages, reduced the time for outside auditors to complete their examination of the company’s books and reduce the time in searching for back-up documentation. As a result, the audit packages reduced the time required to conduct external audits, thus saving the company money.

 

Experience:

2002 – 2003 - Hercules Steel, Inc. Chief Financial Officer/Controller
A privately held subcontractor with a focus in ornamental and miscellaneous metals.

1983 - 2001 - Bowdoin Construction Corporation, Needham, MA
A privately held general contractor with a focus on commercial and industrial building projects. Directed the corporate financial operations. Managed the Information System and office support team. Performed all accounting functions and financial reporting to the banks, owners and managers. Negotiated vendor services in the areas of insurance, auditing, legal, banking and investments.

1975 -1983 - Internal Auditor - The Beacon Companies, Boston, MA
A real estate developer and property management company. Oversaw the financial reporting on specific properties. Conducted internal audits of real estate limited partnerships which included financial and government reports, and tax returns. Also audited subsidiary company reports.

Education:
Bachelor of Science, Accounting, Bentley College, Waltham, MA

Username: Rya  

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Project Manager

Veteran construction management professional, extremely versatile and knowledgeable, with decades of experience developing quality commercial, residential and world-class infrastructure projects, seeks challenging career-continuation where past achievements, education and strong capabilities will most fully contribute to growth, profitability and the meeting of organizational objectives.

SUMMARY OF QUALIFICATIONS:

• Over 20 years of achievement in the Construction Industry

• Over 15 years in Managerial/Supervisory roles

• B.A. Degree in Accounting; B.S. Candidate in Construction Management
   

Experienced in specialized areas of:

• Program Management

• Construction Engineering

• Construction Supervision

• Cost Estimation & Control

• Contract Administration

• QA / QC

• Financial / Budget Management

• Regulatory Compliance

• Customer Relations
   

Additional Attributes:

• Licensed Construction Supervisor

• Computer literate, including CAD, estimating and management software

• Consistently maximize both human and material resources, meeting strict quality and safety standards

• History of delivering projects on time and within budget
  
   

CAREER HIGHLIGHTS:

• Played central role in completing Boston’s 25-story, twin-tower, JFK building

• Project Engineer/Asst. Manager on USA’s largest infrastructure project

• Participated in oversight of MWRA’s $3.7-billion Boston Harbor Project
   

EXPERIENCE:

2005: (As-needed Consultant) DELPHI CONSTRUCTION, Waltham, Massachusetts:
Project Manager–major commercial and institutional projects
— Manage construction projects from acquisition through close-out, including:

• budget development

• scope preparation

• estimating

• job scheduling

• contract negotiation

• value engineering

• buy-out

• change order analysis

• reporting (cost-to-complete, performance)

Projects include:

• country club facility ($3 million)

• major renovation of a hospital
   

2004 to 2005: MARTINS CONSTRUCTION, Danvers, Massachusetts:
Project Manager–residential/condominium development

• Managed entire process developing moderately-priced ($.45 - $1 million) condominiums

• Maintained broad range of responsibilities (as in Delphi Construction, above)
   

2003 to 2004: BARLETTA ENGINEERING, Weston, Massachusetts:
Project Manager–high-end custom home contractor. Oversaw day-to-day operations, including:

• subcontractor scheduling

• estimating/budgeting

• resource allocation

• quality control

• management and coordination of inspections
   

2002 to 2003: RUPING BUILDERS, INC., Billerica, Massachusetts:
Senior Project Manager–income and multi-family residential properties

• Directed all aspects of development including preparation of construction estimates and financial analyses for HUD and 40B projects
   

2001 to 2002 GOODMAN CONSTRUCTION, INC., Shrewsbury, Massachusetts:
Senior Project Manager

• Managed building 50,000-sf state-of-the-art retail facility (Christmas Tree Shops)

• Initiated original chart of accounts and CSI cost coding

• Brought in retail project on-time and well-within budget

2000 to 2001 ALLIANCE CONSTRUCTION, INC., Braintree, Massachusetts:
Project Manager–high-end contractors (luxury hotels and restaurant)

• Directed construction of $16-million, 200-room luxury hotel & restaurant

Responsible for:

• Feasibility studies

• Design review

• Contract negotiation

• Cost control

• Customer relations
   

1999 to 2000 PERINI CORP., Boston, Massachusetts:
Project Engineer / Asst. Project Manager, Contract Administration

• Administered all aspects of projects, including:

• Contract review process

• Claim analysis & documentation

• Owner/subcontractor negotiation

• Analysis of schedules

• As-built submittals

• Job diaries

• Shop drawings
   

OTHER EMPLOYMENT:

• Project Engineer / Contract Admin.–ICF Kaiser Engineers, Winthrop (‘94-‘99

• Supervisor, federal building project–BFI - Stevens, Boston (‘92-‘94)

• Owner / Operator–Hall Associates Builders, Hanover MA (‘84-‘92)

• Pension Fund Administrator–State Street Bank & Trust, Quincy MA (‘80-‘84)
   

EDUCATION:

BOSTON ARCHITECTURAL CENTER, Boston, Massachusetts:
Coursework in Architecture (on-going)

WENTWORTH INSTITUTE OF TECHNOLOGY, Boston, Massachusetts:
Candidate for Bachelor of Science in Construction Management
(1994 - ); most coursework completed
* Team Leader–Northeast Project Bid Scholastic Competition

BENTLEY COLLEGE, Waltham, Massachusetts:
Bachelor of Arts in Accountancy
* Including: Computer Information Systems for Construction Applications

  

CONTINUING EDUCATION:

• Project Scheduling
   

SEMINARS & WORKSHOPS:

• CAD Design

• Construction Law

• Web-Based Project Management

• Means Cost Data

• Nikon Total Station Surveying

• OSHA (safety)
   

COMPUTER LITERACY:

• AutoCAD

• CSI Cost Coding

• Microsoft Office Suite

• Project, Lotus Approach

• Adobe Freelance

• Primavera: Expedition & P-3

• Suretrak scheduling

• ProLog

• Sketch (3D rendering)
   

CERTIFICATION:

• CPR–American Red Cross

• Licensed Construction Supervisor–Comm. of Massachusetts
   

AFFILIATION:

• Construction Mgmt. Assn. of America (CMAA)

• Nat’l. Assn. of Homebuilders (NAHB)

REFERENCES AVAILABLE UPON REQUEST

Username: PROJECT

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Estimator – Project Manager

Highlights:

• Highly accomplished and motivated professional with 20+ years of building and contracting experience

• Proven track record in managing all aspects and phases of residential construction

• Broad knowledge of local and state building codes, zoning by-laws, and regulations

• Considerable experience in historical home restorations

• Design innovator with excellent listening, writing, and communications skills
   

Accomplishments:

• Built 15 houses per year primarily for sophisticated second time home buyers

• Built 27 decks, 13 room additions, 65 kitchen, bathroom, bedroom renovations

• Managed all aspects of each project from the first discussion to the final inspection and payment

• With rare exception, every project was completed on time and within budget

• Performed 35 home inspections, 10 blueprint reviews, 15 insurance assessments and 15 Title V inspections

• Provided written and oral presentations of inspections, reviews, and assessments as appropriate
   

Summary of Experience:

Senior Estimator – Project Manager

• Build a trusting relationship with the clients to fully develop home improvement opportunities and ensure that customer requirements, desires, and budget can be satisfied.

• Accurately calculate cost of material and labor for all facets of the improvement project; ensure that each job meets or exceeds company profit targets.

• Develop and present cost estimates and work schedules that satisfy customer expectations.

• Supervise job and work crew to ensure all phases of the project are completed on time and within budget

• Maintain positive working relationship between work crew and customer with diplomatic skill and sophistication

• Monitor all financial agreements from job start, through job progression, and final payment.

• Provide post-job follow up to ensure that customer is completely satisfied with their improvements
   

Home Improvement Contractor – Hands on Owner

• Marketed and promoted business services through print and web-based advertising

• Cultivated sales by partnering with customers to define renovation needs and wants

• Provided detailed project estimates of material, labor, and time requirements

• Prepared contracts that clearly described scope, materials, labor, and activities required to complete each project.

• Acquired and negotiated with subcontracted labor as needed

• Worked with a variety of local officials to obtain the appropriate permits and inspections to ensure that all projects met or exceeded building codes and regulations

• Provided continuous project updates to homeowners
   

Builder – Hands On Supervisor

• Part of a second generation, full service, family home building company

• Researched and acquired land for potential building projects including realtor negotiations, purchase, and financial arrangements

• Oversaw engineering design and specifications

• Coordinated perk testing, lot development, foundation excavation, and private sanitation systems

• Supervised and participated in frame to finish construction including punch list, local inspections, and final customer acceptance

Consulting Services

• Provided home inspections including a complete assessment of building age, structural condition, and pest infestations

• Reviewed home inspections done by others to confirm or validate findings

• Provided assessment of damages and estimates to repair in conjunction with insurance claims generally associated with fire, ice, or water damages.

• Provided Title V inspections and facilitated all repairs to ensure compliance

• Reviewed building site and excavation plans as well as builders blueprints

• Interpreted topographic maps to ensure building elevations and to preserve wetlands and flood plains
  
   

Work History:

Aug 04 - present - Senior Estimator / Project Manager
Shiretown Glass and Aluminum Co., Inc / Home Improvement Division
Replacement windows/doors, vinyl siding, roofing, 3 season rooms, commercial/residential home improvements

1993 - present - Owner/Operator
Innovation Construction Company, Inc. Duxbury, MA
www.innovationconst.com

1979 - 1993 - Supervisor/Operator
E. S. Dmytryck & Sons Inc. Millis, MA
 

Education:

• Bay State College, Bachelors in Business Administration in process
   

Licenses:
 

• Massachusetts Real Estate License

• Construction Superintendent

• Home Improvement Contractor

• Title V Inspector

Username: GLE_KD

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