Engagements

Brian has provided services to private companies, start-ups, venture backed companies, mid-market private equity backed companies and public companies.

Sample engagement work includes:

  • Hedge Fund: Served as the acting CFO of a start-up hedge fund focused on REO investments.  Established professional relationships, developed financial models and assisted in developing the fund offering memorandum.
  • Technology firm:  conducted a business process review.
  • International Manufacturing & Construction Firm: Completed the post transaction accounting and audit for a private equity acquisitions including purchase accounting, implementing a monthly close process, financial and cash reporting.
  • Defense industry distribution Company: Project manager for an Epicor ERP implementation which included process reengineering of accounting and fulfillment operations for a distributor of marine, homeland security products to local, state and federal government entities.
  • Prepaid Credit Card:  For an international bank, conducted the financial due diligence for the acquisition of a public pre-paid financial services company.
  • Residential real estate investment firm:  Served as interim CFO and provided accounting services through RBG Accounting Services.
  • Start-up Beverage Company: Provided financial modeling and budgeting services to a start-up bottled juice  venture.
  • Internet Advertising Firm: Provided SEC Reporting Support for a start-up firm that included a reverse merger into an existing public entity.
  • Educational Publisher: For this K-12 workbook publisher conducted a cost and operational analysis of manufacturing, accounting, marketing and sales process.
  • Educational Publisher: For this K-12 test prep company prepared accounting analysis and provided audit support.
  • New Media Agency: provided fractions CFO Services. Provided Operational & financial management including process infrastructure, office leasehold & build-out, vendor negotiations, Board Meetings, Series B financing assistance.
  • Public Equipment Lessor   Interim Controller – Oversaw the accounting operations for seven public equity funds managed firm.  Responsibility included:  SEC filings, policies & procedures and managing a staff of ten accountants.
  • Internet Video ASP: Project CFO.  Developed financial models, accounting policies and procedures and financial reporting.
  • NY Pizza chain and franchiser: Developed financial projections, provided strategic planning assistance and worked to develop the private placement memorandum.
  • Public Internet Incubator: Served as interim CFO – Completed the acquisition of an e-tailer, managed the audit and assisted in the necessary SEC filings.

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