The CFO Squad
Our Advisors, Management Team and Team Members have served as Chief Financial Officers or in executive management positions of both private and publicly traded companies. They are skilled communicators focused on teaching and sharing their knowledge, experience, and expertise, which are both deep and broad, with our clients and our partners. Together we share in excess of one hundred years of experience in a multitude of industries and their related markets. We invite you to learn more about our Advisors, Management Team and Team Members by clicking on the appropriate links below.
Ben Kohan, CPAAdvisor (Reorganization, Insolvency & Litigation Support)
For the past 13 years, Ben Kohn has provided forensic accounting services in relation to bankruptcies and litigations at Eisner-Amper LLP. Specializing in the area of Reorganization, Insolvency & Litigation Support, Ben has experience in analytical support and financial protection against insolvency. Throughout his work experience, Ben has worked closely with attorneys and given numerous depositions for settlement negotiations, mediations and trials. Utilizing OCR and e-Discovery software, Ben converts voluminous paper records into searchable electronic databases offering the ability to preserve data files which can be later used to extract useful information.
Scott KormanAdvisor (Investment Banker, Manufacturing Senior Executive, Turnaround Specialist)
Mr. Korman is Chairman and Chief Executive Officer of Best Manufacturing Group LLC, the leading manufacturer and distributor of napery, service apparel, hospitality and healthcare textiles and image apparel. Previously, Mr. Korman had been an Owner and Director of Welsh Farms and its President and CEO from 1995 until its sale in July 1998 to Parmalat USA Corporation. Welsh Farms was a full service dairy, processing and distributing milk, ice cream mix and ice cream products. Mr. Korman is the founder and President of Nashone, Inc., an investment and financial advisory firm. Mr. Korman serves on the Board of Directors of many private companies.
Shai Stern is CEO of CheckAlt, LLC, a Check 21 application company specializing in check processing, mobile payments, and mcommerce. He also currently serves as Co-Chairman of Vcorp Services, Vstock Transfer and Vcheck Global. In 2002, Mr. Stern co-founded Vintage Filings, a New York based EDGAR filing firm, which was later acquired by PR Newswire in 2007. Mr. Stern served as CEO and Co-Chairman of Vintage Filings through November, 2011. Mr. Stern was formerly a vice president at American Stock Transfer Company where he initiated business relationships and was responsible for outstanding share balances of over 2,000 publicly held companies. He was instrumental in the growth of AST Stock Plan, which administered stock options and stock benefit plans to 500 publicly traded companies, prior to its purchase by Citibank. Additionally, Mr. Stern is on the board of Double Beam and Zipmark.
JOSEPH HIMY, CPAFounder and Managing Director845-613-3394
Mr. Joseph Himy, CPA, is an experienced Chief Financial Officer with 20 years of diversified practice in a broad range of industries and with businesses of a variety of sizes. He began his financial career with the big four accounting firm Deloitte & Touche where he was promoted to audit manager within the banking and broker dealer business unit.
JAMES “JAY” CARDWELL, CPAChief Operating Officer845-613-3009
As Chief Operating Officer at the CFO Squad, Jay Cardwell is primarily responsible for client relationships and services as well as the Company’s tax compliance division. In addition, Jay is in charge of promoting the company’s growth and development through expansion of SEC and tax compliance services, opening new CFO Squad offices, and developing new client services.
Mark CorraoManaging Director845-613-3398
As managing director of the CFO Squad, Mark Corrao brings 35 years of accounting and finance experience to the table. Mark assists clients with corporate development; he plays a key role in the development of their corporate strategy and structure. Mark also provides oversight at the board level for both public and private companies.
Michael Harrison, CPA, MSTSenior Manager845-613-3013
Michael Harrison started his career at a national accounting firm where he became an audit manager and lead auditor of numerous private and publicly traded companies that were heavily involved in sophisticated financing, mergers and acquisitions, and equity based accounting. He managed the full scope of audit engagements and has extensive knowledge and exposure to the common issues facing private and publicly traded companies. Most recently prior to joining The CFO Squad, Michael was Controller, CFO, and Chairman of the Audit Committee three bio-tech companies with over $100 million in revenues, where he managed a staff of 15 personnel overseeing all aspects of financial reporting and SEC compliance as well as internal managerial reporting cycles.
Margaret Gezerlis, ACCASenior Manager845-613-3397
Margaret Gezerlis started her business career at PwC Athens where she audited public companies listed on the US and Athens Stock Exchange. Since then she continued her career public accounting career at KPMG Luxembourg and PwC Dublin where she managed audits for a variety of clients such Alkermes (Biotech and Pharmaceutical), Regus (Office Space) and Herbalife (Global nutrition). She continued her career at Workiva, a cloud platform for reporting solutions, where she provided expert advice on application of XBR and in-depth knowledge of SEC regulations in relation to XBRL. She moved on to become a Financial Reporting Manager for Fuel Systems Solutions and later, a Financial Reporting Manager at Bankrate.com where she managed the close end reporting process and external financial reporting process.
Jeannine ZimmermanVice President of Operations and Human Resources845-613-3399
Jeannine Zimmerman joined The CFO Squad as their Vice President of Operations whereshe has the key position of reporting to management, overseeing various engagements, andsupervising staff on a daily basis. She was promoted to Vice President of Human Resourcesin December 2014 in response to the increased demand for the CFO Squads core services.
Yoni Novak, CPAManager845-613-3399
Yoni Novak joined The CFO Squad as a Senior Accountant and is responsible for overseeing and preparing various engagements. He is adept at preparing financial statements, monthly reconciliations, and financial models for his clients. Yoni’s strong interpersonal and leadership skills allow him to take an active and effective role in streamlining and designing expert internal reporting for his clients.
SAMUEL GRUENSenior Accountant845-613-3399
Sam Gruen is a dependable and motivated staff accountant at the CFO Squad. He has excellent interpersonal skills and is efficient with the work he performs. Sam assists the team with the monthly/quarterly close processes and prepares clients’ financial records in preparation fortheir reviews and audits.
ETAN ISRAEL, CPASenior Accountant845-613-3399
Etan Israel joined The CFO Squad as a Senior Accountant after working as a Senior in the audit department of a public accounting firm in New York. Etan is responsible for providing financial reporting and consulting services to public and non-public companies.