Geri Gregor

Geri A. Gregor, CPA

Construction Industry Expert

Phone: 516-346-5271

Professional Licenses & Certifications

Certified Public Accountant (CPA) – May 1989

Construction Project Management – Columbia University on Coursera – April 2018

Construction Cost Estimating & Cost Control – Columbia University on Coursera – June 2018

Professional History and Specialties

Provide Fractional CFO services to the Construction Industry for companies with revenue
ranging from $15M to $150M. Services include the following:

Implement and/or redesign accounting policies and procedures
Assess capabilities of accounting staff and build where a gap may exist
Build a reporting structure to provide stakeholders with data to make informed and timely decisions
Develop and implement cash management system and financial budgeting
Develop and/or enhance contract reporting, including timely WIP Schedules
Provide bonding companies with information needed to provide and/or continue to provide bonding line\
Raise capital
Assess software needs and provide direction to implement changes

Provide training/workshops and business assessments to Minority, Women and Local Business Enterprises (MWLBEs) who participate in the NYS School Construction Authority construction and procurement contracts.

Extensive experience as a business consultant in areas such as business advisory services, forensic and litigation support, risk management and accounting services. Consulting experience includes contract monitorship, interim CFO, best practices, internal control compliance, accounting services and DBE/WMBE compliance.

Co-Partner on restructuring team for a local College. Responsibilities included implementation of cash management process and budget for the College; negotiation with applicable taxing authorities to deal with unpaid taxes; selection of new auditors for College; negotiation with lenders including DASNY for relief of debt service; negotiation with insurance broker to enhance coverage for College while reducing premium.

Interim CFO services for a continuing care health system in process of sale and restructuring. Responsibilities included implementation of cash management system during period of financial stress after loss of profitable subsidiary and lack of resources: negotiated renewal of insurance policies with significant financial savings; managed long standing bond covenant non- compliance; managed year end audit process.

Acquired and serviced engagements for attest, consulting, and tax. Varied industries are serviced, including Construction, Engineering, Not for Profit, Healthcare and Manufacturing.

CFO experience including cash management, implementation of controls, finance reporting and overseeing of human resources.

Provided expertise to develop and implement controls to a number of Professional Service Firms and Not for Profit Organizations to deter fraud

Provided acquisition due diligence services for prospective buyers of companies.

Provided out-sourced internal audit function for Not for Profit organizations. Provided training to clients on implementation of policies and procedures.

Education

SUNY Old Westbury – M.S. Taxation, 2015

Manhattan College, New York City, NY- BBA in Accounting, 1985

Career History

Geri A. Gregor, CPA, PLLC Present – Partner

Reliance Mechanical Service, February 2018 – March 2019 – Chief Operating Officer

Grassi & Co., CPAs, P.C. July 2008 – January 2018 – Partner

Great Performances, August 2007 – July 2008 – Chief Financial Officer

DOAR Litigation Consulting, May 2001 – July 2007 – Chief Financial Officer

Imrex LLC, 1989 – 2001- Assistant Vice President, Finance

KPMG, 1984-1989 – Auditor

Current Professional/Industry Affiliations

American Institute of Certified Public Accountants (AICPA) – Member
New York State Society of CPAs (NYSSCPA) – Member & Past Board Member and Treasurer (2018)
Business Owners Advisory Council of Long Island – Empowering Female Entrepreneur Committee Member
Professional Women in Construction (PWC) – Board Member and Treasurer
Educational Assistance Corporation (EAC) – Board Member, Treasurer and Audit Committee Member
ACE Mentor Program (ACE) – Current Board Member and Treasurer (2015-2018)
Girl Scouts of Nassau County – Life time member and 100th year Gala Co-Chairperson

Training/Public Speaking

Extensive Continuing Professional Education (CPE) in management and business advisory services and forensic accounting.
SCA Workshops – Cash Management, Financial Management and Estimating
Adjunct Professor at the Department of Accounting, Taxation, and Legal Studies in Business at the Frank G. Zarb School of Business at Hofstra University
NYC Small Business Services- “Construction Financial Management & Accounting 101”
Accordant Users Conference – “Your Construction Business Best Practices – Financial Management and Compliance”
2014 New York Accounting Technology Conference – “Maturing of the Cloud”
AIA of New Jersey Design Conference – “Your Architectural Firm Best Practices Financial Management & Compliance”
New York State MWBE Forum – “The W Factor: Women Changing the Building Industry”
Grassi & Co. Seminar – “MWBE Compliance – What the Surety Needs to Know”
NYC Small Business Services – “Construction Financial Management & Accounting 101”
Women Builders Council’s “Women Build New York” Conference
Accubuild Users Conference – “Your Construction Business Best Practices – Financial Management and Compliance”
CPA.com – “The Rise of the Digital CPA”
Construction Financial Management Association – “Fraud and Compliance Issues Facing the Construction Workplace”
NYSSCPA’s Nassau Chapter, CFO Committee – “Key Performance Indicators & Management Reporting”
Association of General Contractors NYS Construction Industry Conference – “DMWBE Compliance”
New York State MWBE Forum – “The Construction Entrepreneur – Taking the Right Project”
Grassi & Co. Construction Executive Forum – “Best Practices – What does your Company Do?”

Publications

Member Profile Geri A. Gregor, CPA, – NYS Society of CPA’s Nassau Chapter Newsletter
Spotlight: Geri A. Gregor, CPA, Partner-In-Charge Grassi Consulting – Grassi & Co. Advisor
Spotlight: Geri A. Gregor, CPA, Partner-In-Charge Grassi Consulting – STA
Internal Controls Tips – Series Wrap Up – Grassi & Co. Advisor
Fraud Epidemic Hits Another Victim Unit of Tommy Hilfiger Victimized by Senior Employee For$19 Million – Don’t Let Your Company Be Next – Grassi & Co. Advisor
LIBN Newsmakers: Chief Consultant – Long Island Business News
Fraud: Avoid Being A Victim – New York Real Estate Journal
Investigating Refunds, Prevent Fraud and Keep Productivity High – Grassi & Co. Advisor
The Ins and Outs of Mergers & Acquisitions – Grassi & Co. Advisor
Benchmarking for Business – Grassi & Co. Advisor
Increasing Profitability with Lean Six Sigma – Grassi & Co. M&D Advisor
The Fair Play Act: Are You Classifying Employees Correctly? – STA & Grassi & Co. Construction Advisor
Operational Review – CFMA Newsletter & Grassi & Co. Construction Advisor
Building the Budget – CFMA Newsletter
The IRS Is Well-Equipped to Examine Construction Firms – Grassi & Co Construction Advisor,
New York Enterprise Report Video Interview – NYER