WILLIAM R.

CASO, CPA
Rockaway, NJ 07866 | (973) 698-4644 | wrcaso@gmail.com | Linkedin.com/in/williamcaso
SKILLS
Financial

Process

Internal controls

Policies

reporting and analysis

and procedures
Cost containment/reduction
Budgets/forecasts
Exceptional organizational skills

improvement
Margin/Variance analysis
Inventory controls/management
Distribution, manufacturing, retail
Financial modeling

Project management
Cash management
Human resources
External audits

SYSTEMS
Great

Plains, Peachtree, QuickBooks, Accpac

Advanced

Excel, Word, PowerPoint

ADP, Paychex

SUMMARY
Extremely organized, diligent and reliable, results oriented, with a high degree of integrity and over 30
years work experience. Industries: transportation, solid waste industry, distribution, manufacturing and
retail. Specializing in process improvement, internal controls, inventory controls, operational analyses
and cost savings, GAAP. Exceptional management and team-building skills. Human resources.
EDUCATION AND CERTIFICATIONS
Villanova University, B.S. Accountancy, 1983
Certified Public Accountant, NJ Active
PROFESSIONAL EXPERIENCE
Excalibur Miretti Group, LLC
CONTROLLER
Fairfield, NJ
December 2013 January 2015
Manufacturer of explosion-proof forklifts and diesel engines. Responsible for all aspects of monthly
close. Financial statements and management reporting and analysis, budgets, general ledger
maintenance, cash management/forecasts, variance analysis, sales/ad hoc analyses. Inventory, fixed
assets. Intercompany reconciliations. Responsible for all human resources functions including health
benefits, Section 125, COBRA.
Conceived of and implemented sourcing of completed converted forklifts for rental and resale at
no upfront cost to the company.
Facilitated design and procurement of motor testing system significantly reducing production
costs and lead time.
Facilitated relocation of inventory parts room, implemented inventory system.
Facilitated reduction of external review cycle from 8 months to 24 days.
Facilitated distribution of employee manual for the first time in company history.
Reduced closing cycle from 35 to 7 days.
Restructured sales compensation packages to incentivize increased production.
Restructured incentive compensation packages.
Implemented project management procedures, reducing production times.
Tonio Burgos & Associates, Inc.
DIRECTOR OF FINANCE
New York City
July 2013 December 2013
Regional professional services lobbying and consulting firm. Responsible for all aspects of monthly close
for three companies: Tonio Burgos & Associates, Inc., Tonio Burgos & Associates, LLC and NYPROCOA,
Inc. Financial statements and management reporting, analysis, general ledger maintenance, cash

management, annual external reviews, sales/ad hoc analyses. Project and process management. Payroll
processing/tax filing, W-2's.
Produced consolidated monthly financial statements for three sister companies for the first time
in the company's 25 year history.
Implemented controls and procedures reducing audit risk.
Analyzed cash flow identifying cash drain and made recommendations for remediation.
Replaced current external accounting service with one of the largest consulting and CPA firms in
the nation resulting in greatly increased level of expertise and professional service.
Acme International Enterprises, Inc. and Dana Classic Fragrances, Inc.
CONTROLLER
Saddle Brook, NJ
October 2011March 2013
Subsidiaries of Patriarch Partners, LLC. Acme: distributor of kitchen utensils, gadgets and baking
products. Dana: distributor of mens and womens fragrances. Report to CFO. Financial statements,
general ledger maintenance, cash management, external audits, sales/ad hoc analyses, budgets, margin
analysis. Fixed assets and inventory control. Project and process management. Payroll, sales tax, 1099s.
401K testing and return (5500) filing. Intercompany reconciliations. Intellectual property management.
Facilitated reduction of Acme/Dana external audit cycle from 5 months to 35 days.
Implemented procedures reducing Acme/Dana monthly closing cycle from 27 days to 7 days.
Consumer goods distribution to national retail chains including Wal-Mart, Walgreens, TJ Maxx,
Bed Bath and Beyond, Smart and Final, Wakefern Food Corporation.
Managed all logistics, staffing, setup, merchandising, security, financial and inventory controls
for a retail warehouse store to eliminate excess inventory by opening warehouse to the public.
Inventory controls, analysis, monthly reconciliation as well as impairment testing on 900+ SKUs.
Supervised renewals, licensing and new filings of over 900 international trademarks.
Conducted weekly sales and gross margin variance analyses.
Utilized standard costing methodology to measure profit potential of all new sales proposals.
Michaels Industrial Disposal Service Inc. Newark, NJ
October 2010August 2011
CONTROLLER - temporary
Vertically integrated solid waste management company. Report to Owner/president. Monthly close,
financial statements, reviews, cash management, banking relations. Project/process management and
financial statement preparation/analysis for two hauling companies. DEP reporting and liaison.
Managed cash flow under extremely adverse cash position.
Negotiated vendor settlements, payment plans and schedules.
EnviroSolutions, Inc.
Newark, NJ
June 2009October 2010
CONTROLLER
Vertically integrated solid waste management company operating in the Eastern US. Reported to Region
Controller. Broad management responsibilities. Sales analysis, monthly closing, financial statements,
audits. Accounts receivable/payable management. DEP reporting. Project and process management.
Financial statement preparation/analysis for two transfer stations: Solid Waste Transfer & Recycling, Inc.
and Doremus Avenue Recycling & Transfer, LLC. (Subsidiaries of EnviroSolutions, Inc.)
Substantially reduced companys investment in accounts receivable.
Managed finance/administrative departments relocation to new facility.
Reorganized electricity suppliers to provide $180 thousand annual cost savings.
Academy Bus Tours
Hoboken, NJ
April 2005April 2009
ASSISTANT CONTROLLER/MANAGER OF INTERNAL CONTROLS
$150 million bus company. Reported to Chief Financial Officer. Service profitability analysis by route
and bus using advanced Excel techniques. Extensive management responsibilities. Monthly close,
financial statements, budgets, audits. Project/process management, analysis and improvement.

Initiated renegotiation of Rutgers University union contract resulting in savings in excess of $1.5
million annually in reduced purchased transportation costs (subcontracted services) and
unemployment taxes, while increasing customer satisfaction.
Design consultation and implementation of automated ticket kiosks for Atlantic City casinos.
Implemented investigative department to enhance procedural compliance resulting in a 26%
increase in commuter cash receipts.
Analyzed line run profitability, eliminating unprofitable bus routes.

Trucolor Inc.
Paramus, NJ
April 1996January 2005
CONTROLLER
The largest commercial imaging lab in NJ, manufacturing state-of-the-art large format graphics as well as
retail services. Reported to President/CEO. Responsible for general ledger maintenance, financial
statements, annual audits, taxes, forecasts, budgets/variances, process costing, financial analysis,
inventory control, risk management, cost/benefit analyses, consolidations, inter-company accounts,
fixed assets, human resources, customer service. System administrator for ERP system.
Reorganized shipping systems resulting in savings exceeding $300 thousand annually.
Managed selection and installation of new ERP system. Implementation completed under
budget, ahead of schedule, enhanced management reporting and operational functionality.
Coordinated due diligence for acquisition of $5.5 million commercial photo lab.
Planisol, Inc.
Englewood Cliffs, NJ
April 1990April 1996
CONTROLLER
Publicly held distributor of industrial maintenance products. Reported to President/CEO. Responsible
for general ledger maintenance, financial, administrative and human resource operations and
departmental functions. Consolidations and SEC (10-K) reporting, external audits.
Implemented ERP system upgrade facilitating more widespread and efficient usage; doing so
under budget.
Restructured sales and spending policies, resulting in substantial profit improvement.
Previous Positions Held:
Computron Software
ACCOUNTING MANAGER
Planisol, Inc.
ACCOUNTANT
Rubin Goertz & Co., CPAs
STAFF ACCOUNTANT

Rutherford, NJ

Englewood Cliffs, NJ

Roseland, NJ

May 1988April 1990

November 1985May 1988

June 1983November 1985