I am a financial executive with 23 years of corporate experience, i.e. New York Stock Exchange (4 years), JP Morgan Chase (14 years), and GMAC ResCap (5 years). Since January 2000, I have worked with small and medium-sized entities, i.e. joint ventures, start-up entities, established businesses.
I engage heavily in operations and strategy; and am often responsible for business transformation, i.e. finance, accounting, organizational. Historically, my primary focus has been preparing organizations to grow considerably or reshaping their portfolios of businesses. With a background in accounting, financial, and risk management, as well as new business development; I have proven abilities leading teams of professionals.
I additionally have taught and written extensively in the area of business management – Fall 2015 taught Marketing Management, to MBA students, through Corporate College Services; February 2016 wrote and presented the webinar “Linking KPIs with Business Strategy: An Important Tool for Measuring How Well a Company Is Achieving Its Goals and Objectives” through FinancialOfficerWebAdvisor; articles have been printed in the following publications – Institute of Finance Management Controller’s Report (May 2015 through December 2015); CIO Review Magazine (April 2014); and, CFO Tech Outlook (August 2015); and February 2014 published “Redesign to Turnaround Underperforming Small and Medium-Sized Businesses” available from Amazon.
In 2016 I co-founded The Therapy Garage PC (www.thetherapygarage.com). A clinic offering Pediatric Therapy Services including OT, PT, SLP. Services include evaluations, individual therapy, group therapy, camps, sensory integration, fine motor, gross motor, handwriting…
I have a Masters of Business Administration from Fordham University – Graduate School of Business Administration; as well as a Bachelor of Arts in Economics from New York University – College of Arts and Science.
Recent publications where Regis has contributed articles include –
- “Manage Risk – Don’t React to It“article published in the Institute of Finance Management “Controller’s Report” Member Briefing (August 2015, page 7).
- “Metrics Linking KPIs with Business Strategy” article published in the Institute of Finance Management “Controller’s Report” Member Briefing (June 2015, page 12).
- “Pricing Strategy – Tips and Caveats for Discount Pricing” article published in the Institute of Finance Management “Controller’s Report” Member Briefing (May 2015, page 10).
- “Tips to Mitigate Technology Implementation Challenges” article published in the CIO Review Magazine-Corporate Finance Technology Special 2014 (April 2014).
- “Redesign to Turnaround Underperforming Small and Medium-Sized Businesses” book published by CreateSpace Independent Publishing Platform (February 2014).
Redesigned the firm accounting department with limited or no disruption – collected data from internal clients; partnered with internal management resources to accomplish tasks; set plans and executed. Introduced automation to several processes, facilitated employee hires and terminations; developed job descriptions to clearly define roles, responsibilities and accountabilities; streamlined processes; and documented all major policies and procedures. Performed segregation of duties analysis to ensure none or limited conflicts. Results – customer service increased, i.e. accounting response time declined; and accounting hard close introduced.
Introduced scorecards and metrics to better manage the business, i.e. revenues, expenses and key clients. Present results at monthly Partnership meetings.
Worked with outside lender to negotiate credit facility; improved the timing of the firm insurance renewal process, i.e. from 75 days to 14 days; renegotiated and replaced vendor arrangements, for a total savings of $59,473.04 in 12 months; improved timing of the financial statement review and preparation, by an outside Accounting firm by 30 days.
Received board approval to create a joint venture capability with an expected net profit before tax of $19M in year five; and obtained approval to launch a call center with the expectation to increase referral-to-fundings by 84%.
Managed loan portfolio reviews for internal and external customers, identifying leads with a high probability of refinance conversion. Conversion experienced was 8% to 10% greater than like programs.
Implemented controls around the strategic partnership programs, resulting in the closing of 42 non-active relationships with a monthly savings of $63,559.
Modeled cash flow pro forma returns for entering new business relationships, providing financial justification for investment. Customer-base increased 116%, while sales grew 585%, over 60 months.
Managed accounting, financial management and payroll activities for 30 joint venture companies. Prepared monthly financial statements; and directed annual preparation of K-1 statements and annual audit.
Redesigned the payroll process by removing manual tasks, integrating technology, altering compensation programs and improving reporting. Reduced processing expenses 50%.
MBA, Marketing, Fordham University, New York, NY
BA, Economics, New York University, New York, NY
Cranford Lacrosse Club President (2012, 2013); Cranford Lacrosse Club Treasurer (2010, 2011); Brookside PTA Auditor (2004 – 2005; 2005 – 2006; 2006 – 2007)
Mobile # – 908-313-8619