At Harbour Rock, it is our mission to be recognized as the premier provider of management advisory services for business owners and entrepreneurs. Our most fundamental task is to identify an organization’s opportunities and bring them to fruition, while simultaneously detecting and mitigating any threats.
We will perform every task with a commitment to integrity, professionalism, courtesy and respect. It is what earned us over 20 years of acknowledgements and pushes us to continue to excel for both our clients and ourselves.
What do you like most about your profession?
What I like most about my profession, is the ability to work with entrepreneurial people in a wide variety of industries. I've learned to bring my highly technical skill set to the executive table in such a non-technical way that I've been able to help numerous executives improve their businesses 10 fold.
Describe a recent client engagement or project.
Most recently, I established a team to act as a company's finance department. Company was going through a turnaround and the CFO and the Controller both quit within 4 months of each other. The Company was owned by a private equity firm and required monthly reporting which was being done but the system was weak and therefore the numbers were weak. We worked with external auditors and adjusted the reporting to proper GAAP. Then we adjusted how we prepared the monthly reports to use proper accruals for known expenses and the reporting became much more fluid. The reporting was then actually able to show the extent of the turnaround and explain the progress. This was helpful in rearranging bank financing and expanding into the more profitable product lines. Great project, great result.
What are 3 attributes you need to be successful in your industry?
You can only be a CFO level executive, especially on a part-time basis, if you've been around the block a few times. You need the experience to be able to provide that level of decision making, and when you are dealing with multiple clients, you really have to know your subject matter because now you have the nuances of working with possibly different industries. Technical knowledge doesn't hurt as well. I have my undergraduate degree in accounting, my masters in finance and I turned that knowledge into college level teaching experience. You have to be able to answer the questions in your area of expertise, or people won't believe you have the ability to help them. Finally, you need to be a people person. Your personality has to shine through and put your knowledge and experience on the table in such a way that people understand you, trust you and follow your direction. Otherwise, you're wasting their time, and more importantly, your own.
How are you different than others in your profession?
I think I am different from others in my profession because I have worked for one of the biggest consulting firms in the world as well as some of the smallest firms in the region. So I bring a wealth of knowledge from both big business and entrepreneurship. I'm the first one to roll up my sleeves and dig into a box full of relevant paper to find my answer -- I don't wait for someone else to volunteer to do it for me. Most of my clients become long-time clients and even friends -- because we take on projects as partners and take a vested interest in a targeted result.
Acting CFO at Orthofeet
December 2014 - Present
Orthofeet manufactures and distributes advanced footwear, biomechanically engineered to provide unsurpassed comfort and ultimate protection, offering the state-of-the-art design for a variety of footwear categories including, diabetes, arthritis, orthopedic and other therapeutic conditions.
CFO at Egg by Susan Lazar
April 2014 - Present
Providing outsourced CFO and controller services to Egg by Susan Lazar, a boutique fashion designer and distributor offering modern, designer apparel for babies, toddlers and expectant mothers. The company's mission includes using only the best materials, including organic fabrics, whenever possible.
Adjunct Professor of Accounting at Seton Hall University
August 2012 - Present
Classroom instruction of the Introduction to Accounting course for primarily sophomore college students.
CEO at Harbour Rock LLC
November 2009 - Present
Management consulting firm focused on assisting growth companies with corporate finance issues and strategic planning. Consultant for chemical distribution company expected to triple in size within 3 years. Consultant and owner of electronic fire and burglar alarm company expected to double in size in three years.
President at Seaview Consulting Group, Inc.
May 2005 - November 2009
Management consulting firm working with growth-oriented businesses and focused on problem-solving, financial restructuring and ongoing strategic planning. Special advisor to a FL telecom providing integrated telephone and Internet services internationally from hubs in the US and Australia.
Managing Principal at Veltre & Associates LLC
January 2003 - May 2012
Owner of Certified Public Accounting firm specializing in accounting, tax and consulting. Clients include companies ranging from start-ups to $20 million corporations, multi-tiered partnerships and high net worth individuals. Industries served are primarily construction, real estate, telecommunications and technology. Also have specialized knowledge of the workings of political action committees and their filing responsibilities with the Federal Election Committee.
Senior Manager at Untracht Early LLC
June 2001 - December 2003
Senior manager focused on multi-million dollar corporate clients and their high net worth owners. Managed the relationship with a multi-state retail corporation, a fragrance manufacturer. a start-up high tech software company, and a small business investment company. Heavy involvement in coordination with the audit teams and specialized tax planning. Responsible for corporate audit representation, dispute resolution and special projects.
Senior Manager at Meisel, Tuteur & Lewis P.C.
November 1999 - January 2001
Senior manager in charge of organizing the firm’s tax department. Implemented online research programs and negotiated for improved software programs at a discounted rate. Managed the relationships with real estate partnerships, construction companies and a real estate investment trust. Performed special projects including a cost segregation study on the newly built US corporate headquarters.
Manager at PricewaterhouseCoopers
September 1992 - August 1999
Responsible for engagements for national and international companies with revenues ranging from a $500,000 high-tech start-up to a $1 billion publicly traded natural gas partnership. Managed all aspects of the engagement from budget to staffing to final review. Consult with high-level executives in client management on special projects including restructuring and mergers and acquisitions. Worked with a Small Business Investment Company and companies in the high-tech, telecommunication, service and manufacturing industries.
Seton Hall University
Field of Study: Finance
Seton Hall University
Field of Study: Accounting
Seton Hall Preparatory School
Certified Public Accountant
163 Madison Avenue, #220-58