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David Gerson - Fresh Meadows, New York

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About David Gerson

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David Gerson is currently living in Fresh Meadows, New York, and is interested in Accounting, Consulting, Internet / IT, Work from Home.
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Company Website

www.davidgerson.com

Location

Fresh Meadows, New York

Categories of Interest

Accounting, Consulting, Internet / IT, Work from Home

Company Size

1-4

Resume

DAVID GERSON, CMA, PMP
166-08 73 Avenue dgerson@hotmail.com (718) 380-7488 (Home)
Fresh Meadows, NY 11366 www.davidgerson.com (347) 453-1966 (Cell)

SUMMARY

Financial services executive with extensive experience spanning accounting, business analysis, and project management. Highly organized and client-focused professional with a reputation for a strong work ethic, approachability and consistent commitment to team leadership and innovation. Passionate and analytical with a proven record of implementing
cost savings and productivity improvements. Well versed in creating succinct business and functional requirements documents that serve as a blueprint for developing solutions to complex business issues. Very comfortable interacting with areas throughout the financial function as well as IT, operations and internal and external oversight functions.

Financial Systems . Business Analysis . Project Management . Trading P&L Systems . General Ledger . Budgeting . Treasury Systems . Financial Analysis . Sarbanes-Oxley

PROFESSIONAL EXPERIENCE

ACCOUNTING PRINCIPALS, Inc., New York, NY 2011
Consultant

Project manager at major international investment bank working on financial function restructuring program

. Led regional stream to optimize the month end close and minimize manual journals via process improvements and additional automation

CITIGROUP GLOBAL MARKETS, INC., New York, NY 2004-2009
First Vice President - Manager of Trading P&L Administration and Financial Systems

Led the Trading P&L Administration group monitoring and accounting for the daily trade flow of Citi\'s global proprietary trading activity. Also, managed Financial Systems project team in the design and development of financial applications within the Finance Division.

. Led function\'s migration to Buffalo, NY, including staffing and training, resulting in a $250,000 annual payroll savings
. Eliminated reporting inefficiencies resulting in over $300,000 in annual cost savings
. Managed successful implementation of strategic proprietary equity and fixed income product processor and coordinated the data migration from current product processors
. Represented Futures and FX Product Control on cross-functional team for migration to SunGard\'s GMI system, a global back-office clearing and accounting software system for exchange-traded derivatives, futures and options
. Initiated regionalization of P&L Administration\'s global trade support function to Manila, Philippines, enabling round-the-clock support at lower cost

SMITH BARNEY, New York, NY 1993-2004

Vice President - Manager of Financial Systems
Led cross-functional teams in the design, development, and implementation of numerous financial applications throughout the Finance Division.

. Developed regulatory and P&L reporting website for Futures and FX Product Control
. Successfully led numerous systems integration projects associated with various mergers
. Created web-based application for managing feeds into the Company\'s financial information systems

SHEARSON LEHMAN BROTHERS, New York, NY 1986-1993
Vice President - Assistant Manager of Financial Systems

. Managed Treasury systems technology group. Improved departmental efficiencies and cross-management of related teams which eliminated consultants billings of over $300,000/year
. Served on multi-disciplined team that researched and selected a new global general ledger; key participant in $1 million contract negotiation with vendor
. Led project teams that implemented applications for areas such as general ledger, accounts payable, compensation, fixed assets and consolidations

SHEARSON LEHMAN/AMERICAN EXPRESS, New York, NY 1976-1986
Assistant Vice President, FP&A Group
Senior Staff Accountant, P&L Accounting

GOLDMAN & KADISON, CPA\'s, New York, NY 1975-1976
Accountant

EDUCATION AND CREDENTIALS

BROOKLYN COLLEGE, City University Of New York, Brooklyn, NY 1975
Bachelor of Science, Accounting

Project Management Professional (PMP) 2009
Project Management Institute, Newtown Square, PA

Master Certificate in Applied Project Management 2009
Villanova University, Villanova, PA

Certified Management Accountant (CMA) 1984
Institute of Management Accountants, Montvale, NJ

Quick Profile Summary

David Gerson
Name: David Gerson
Link: http://www.salespider.com/p-10150153/david-gerson
Location: Fresh Meadows,New York,United States

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