Experience

Comptroller

• Introduced project planning and control to annual closing. Audited financial statements within the statutory three months, down from eleven months under previous management.
• Introduced monthly closing schedule of reports by property and consolidation on a timely basis.
• Established procedures for monthly billing of ancillary revenues, including utilities and rent subsidies.

1990–2005

Daly Web and Edit, Langhorne PA, consultants in accountancy, Web sites, and technical editing

Vice President

Ported accounting systems to new platforms, developed databases supporting underlying accounting records, built Web sites for company databases.

1986 - 1990

Aspen Group, Upper Darby PA, real estate rehabilitation firm

CFO

Established limited partnerships to meet goals of investors, negotiated with lenders and investors, prepared monthly reports by property.

1981 - 1985

GP Technologies, Somerville NJ, manufacturing

CFO

Designed and implemented standard cost system, designed and directed development and rollout of company's computer accounting and fiscal reporting systems.

1976 - 1981

KPMG, Philadelphia, Big Four CPA firm

Senior Accountant Auditor

Education

1976

Wharton School, U of Pennsylvania, Philadelphia, BA, Business Administration, cum laude.

1976

Certified Public Accountant

Interests

Directed preparation of a $5 million budget for this not-for-profit.

Presented budget to the members for their approval (an annual rite)

Burlington Meeting House and Conference Center

President of the Board of Directors of this not-for-profit conference center.

Continuing professional education

Present to other CPAs seminars on budgeting and not-for-profit accounting.