Eric S. Greenstein, CPA MBA MT CTP
13 Welwyn Rd, 2M, Great Neck, NY 11021
e.greenstein[at]sbcglobal.net, Cell: 917-751-2127
Obtain a leadership financial position for a results-oriented organization with vision for growth, ambition to further profit business development and leadership that maximizes internal organization strengths.
Experience
Chief Financial Officer, Gala Resources LLC, New York, NY, 10/2006 – 8/2009
* Financial reporting, banking, mortgage portfolio servicing/administration, and information systems management of $135 million mortgage portfolio of a privately held mortgage group
* Direct report to Owners, Stockholders and Fiduciaries of multiple mortgage entities;
o Primary responsibility for :
* Corporate accounting, monthly financial statement presentation and analysis,
* Quarterly review & Annual certified financial statements,
* Quarterly and Annual credit facility bank audits,
* Financial Covenant Compliance Reporting for three credit facilities totaling $70 Million,
* Treasury and mortgage banking finance activities,
* Private funding investment management,
* Mortgage systems and loan administration,
* Accounts receivable, payable and payroll functions,
* Corporate tax compliance
Treasury Manager, New York Mortgage Company, New York, 6/2006 – 10/2006
* Managed the Treasury department and worked closely with members of senior and executive management
* Direct report to the Treasurer
o Assisted Treasurer in managing banking and credit relationships,
o Created and implemented departmental policies and procedures,
o Developed cash management strategies and operating practices to maximize cash utilization,
o Administered loan funding process with retail and wholesale loan origination platform
Financial Advisor, UBS Financial Services, Philadelphia, PA: 11/2004 – 8/2005
* Worked with clients to gain understanding of their unique situation, goals and tolerance for risk; Recommended customized strategies and solutions designed to help pursue clients’ investment needs; Worked closely with clients to implement these recommendations.
Treasury Manager, Wickes Inc. Corporate Headquarters, Chicago, IL: 3/2000 – 6/2003
* Directed and managed treasury cash and external reporting functions for this $1.0 billion company
* Direct report to the CFO
o Generated corporate cash flow, financial covenant compliance monitoring and reporting, asset-based collateral reports and forecasts, reports for internal senior management financial planning and analysis for senior credit facility lenders and quarterly and annual SEC Reporting,
o Secured and reviewed all corporate cash activities, established and maintained internal controls,
o Senior Project Manager team leader with ultimate project management responsibility for implementation of new cash management banking and credit card processing systems including building data and process flows, revising procedures and tasks to provide appropriate levels of internal control, documentation and performance qualifications
o Managed treasury development projects from development through General Ledger integration and support,
o Maximized debt management functions including debt instrument apportionment, interest expense minimization,
o Contributed to reporting on 8K, 10Q and 10K filings.
Investor Relations Manager, Wickes Inc. Corporate Headquarters, Chicago, IL: 3/2000 – 6/2003
* Direct Report to CFO
o Directed planning, coordination, writing and production of the Annual Report to Stockholders.
o Managed the filing and distribution of the Annual Report, Proxy Statement and Proxy cards with the
SEC as well as the distribution to shareholders of record
o Prepared press releases and shareholder meeting documentation.
* Sarbanes – Oxley - Wickes Inc. Corporate Headquarters, Chicago, IL: 3/2000 – 6/2003
o Enforced the requirements of Sarbanes-Oxley regulations,
o Reviewed filings and financial statements to ensure compliance with Sarbanes-Oxley procedures
Business Analyst, Hewitt Associates, Corporate Headquarters, Chicago, IL: 5/1998 to 3/2000
* Analyzed client’s human resource plan requirements, system functionality and implementation support;
* Facilitated ongoing communications and reporting to client contacts;
* Identified and implemented improvements and efficiencies for systems and operational concerns.
EDUCATION AND CREDENTIALS
Masters of Taxation, Villanova Law School: Graduate Tax Program, Villanova, Pennsylvania, 2005
MBA ~ Finance, DePaul University, Chicago, IL , 2001
CTP, Certified Treasury Professional, Association for Financial Professionals, Bethesda, Maryland
Series 7 (currently inactive)
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