Starting as an
audit technician at Touché Ross and Company, he has held
senior roles in several companies including as founding
partner and CEO of Barr Shelley Stuart; founder and president of Tamarack Capital Advisors Ltd.; external director and treasurer of Golder Associates Corporation; executive vice-president, Meyers Norris Penny LLP; and president and CEO of Coril Holdings Ltd..
This comes the day after the Securities and Exchange Commission announced that the New York - based firm and a
senior partner agreed to settle charges that they issued fraudulent
audit reports in connection with municipal bond offerings by the Town of Ramapo.
Provided financial reporting and analysis of common area maintenance (CAM) expense; established long range plan; ensured proper GAAP treatment of expenses; created and developed ad hoc reporting; developed and maintained relationships with internal and external
partners; conducted common area maintenance reconciliation and budget reviews; assisted
Senior Accountants with new store
audits.
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform
audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients,
partners, outside vendors, and community leaders Present reports regarding
audit findings, market trends, and client financial health to
senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance