Thomas Urbanski

About Thomas Urbanski

Experienced financial executive with a demonstrated history of working in the manufacturing, medical and financial industries. Skilled in Business Strategy/Planning, Budgeting, Forecasting, Financial Analysis, Human Resources, Financial Systems, Treasury/Investments and Management. Served as Controller and as the top finance function leader with a variety of additional administrative responsibilities in several organizations. Strong accounting background with a Bachelor of Business Administration focused on Accounting from Salem State University.

Experience

1. Controller

   Fairview Machine

   Aug 2017 — Present

   Top financial executive reporting to the President, responsible for forecasting and planning, budgeting, accounting, financial analysis, investment analysis, treasury/cash management, financial projects, systems, and financial controls. Serve as strategic business partner to the leadership team. Significant Board of Directors interaction. Work closely with/manage external partners including banks, auditors, vendors and outsourced HR partner.

Education

• Salem State University

  Bachelor of Business Administration, Accounting Concentration, BSBA, Accounting

  1991 — 1995

Skills

• Executive Management
• Business Planning
• Financial Services
• Options
• Analysis
• Investment Advisory
• Relationship Management
• Financial Modeling
• Insurance
• Wealth Management
• Series 63
• Retirement Planning
• Finra
• Corporate Finance
• Retirement
• Strategic Financial Planning
• Derivatives
• Financial Analysis
• Capital Markets
• Series 7
• Due Diligence
• Hedge Funds
• Wealth
• Financial Risk
• Asset Management
• Management
• Bloomberg
• Trading
• Investment Banking
• Equities
• Financial Advisory
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Financial Reporting
• Fixed Income
• Portfolio Management
• Life Insurance
• Valuation