Name: John S. Jagiela
HomePhone: ( 612 ) 343-1263
WorkPhone: ( 202 ) 887-1440
Email: OConnor-Hannan.J.S.Jagiela@worldnet.att.net
Date: 10/2/01
Time: 6:08:10 PM
O’CONNOR & HANNAN, L.L.P. ATTORNEYS AT LAW SUITE 500 1666 K Street N.W. WASHINGTON D.C. 20006 TEL: (202) 887-1400 FAX: (202) 466-2198 MADRID OFFICE LA RINCONADA 6.3 * 28023 MADRID SPAIN John S. Jagiela (202) 887-1440 E-Mail OConnor-Hannan.J.S.Jagiela@worldnet.att.net
October 2, 2001
Via E-Mail and Regular U.S. Mail
Hayden Search Group Waterford Park, Suite 275 505 North Highway 169 Plymouth, Minnesota 55441 Re: Tax Manager-International Position
Dear Hayden Search Group Consultant:
Please find enclosed herewith a copy of my current resume in response to your Internet posting for the Tax Manager- International position.
I am currently working in Washington D.C. and I am interested in relocating back to the Twin Cities.
I am sending my resume to you because I think I have an excellent background and the requisite experience for the Tax Manager- International position listed on your website description of current employment opportunities.
If the Tax Manager- International position that you are currently trying to place appears to be a good fit for a person with my background and experience I would like to schedule a time to meet with you at your Plymouth, Minnesota office to discuss the position.
I have represented over the past 10 years and continue to represent a myriad of multinational corporations, including General Motors Corporation, Continental Grain Company and Henkel KGaA, in connection with tax planning and tax controversies to minimize Federal and State and Local taxes.
I have extensive experience as to United States International Taxation and the taxation of corporations and other entities by foreign countries including the general source rules for the allocation of income ( Code Sections 861, 862 and 865 ), reallocations of income and deductions ( Code Section 482 ), allocation and apportionment of deductions ( Treas. Reg. § 1.861-8, Temp. Reg. § 1.861-8T ), outbound transfers of tangible and intangible property ( Code Sections 367 and 482 ) and the foreign tax credit rules and limitations ( Code Sections 901-905 ).
I have also been involved in various transactional matters involving outbound and inbound transfers of tangible and intangible property. I was the principal tax counsel to Henkel KGaA, for example, regarding the tax planning relative to the formation of a worldwide joint venture, consisting of a United States, Dutch and German partnership, with Hercules Inc. as to the water soluble polymers businesses of the two corporations. I have provided tax and entity formation advice as to the formation of offshore insurance companies, Netherlands Antilles real estate holding companies and other foreign entities.
I have also had experience with the International Boycott provisions of Section 999 of the Code. I was the principle draftsperson of internal guidelines and procedures relative to Section 999 for the International Department of Norwest Bank prior to its merger with Wells Fargo.
I have also been involved in a myriad of tax litigation and controversy matters and have litigated cases at all levels of the Federal and State Courts and represented clients at all levels of the various Tax Administrative Agencies. The foregoing representation of these corporations in tax planning and tax litigation has resulted in the refund and savings of tens of millions of dollars in taxes.
I have also instructed a University of Minnesota Graduate Business School tax course on the Constitutional Aspects of State and Local Taxation and have represented a myriad of multinational corporations in matters involving constitutional state and local tax issues.
Please note that I can be reached by telephone at my Washington D.C. Office at (202) 887-1400, at my personal voicemail at (612) 343-1263 and by E-Mail at OConnor-Hannan.J.S.Jagiela@worldnet.att.net.
Thank you for your consideration of the foregoing.
With kind regards,
Sincerely,
John S. Jagiela JSJ/np Doc. No. HaydenSearchGroup
CURRICULUM VITAE
Personal Data: John S. Jagiela O'Connor & Hannan, L.L.P. Suite 500 1666 K Street N.W. Washington D.C. 20006 E-Mail JJagiela@OConnorHannan.com Telephone: (202) 887-1400 Facsimile: (202) 466-2198
Law School & Degree: University of Minnesota - 1985 Juris Doctor, cum laude Class Rank: Upper 15%
Law Review: Second year staff member of the Minn. L. Rev. Third year Editor of the Minn. L. Rev.
Graduate Law School & Degree:
New York University - 1988 Masters of Law (in Taxation) Class Rank: Upper 10%
Undergraduate School & Degree: University of Minnesota - 1981 Bachelor of Science in Business ( Accounting Program ) Conferred with High Distinction Class Rank: Upper 3%
Bar Admissions: Admitted to practice law in Minnesota and New York
Professional License: Certified Public Accountant Academic Positions: Adjunct Professor. University of Minnesota Graduate Business School. Master of Business Taxation Program.
Course: Constitutional Aspects of State and Local Taxation.
Representative Legal Experience
General Corporate Subchapter C Tax Problems: Legal research, analysis and planning in connection with a myriad of corporate organizations and reorganizations.
United States International Taxation: Extensive experience as to United States International Taxation and the taxation of corporations and other entities by foreign countries including the general source rules for the allocation of income ( Code Sections 861, 862 and 865 ), reallocations of income and deductions ( Code Section 482 ), allocation and apportionment of deductions ( Treas. Reg. § 1.861-8, Temp. Reg. § 1.861-8T ), outbound transfers of tangible and intangible property ( Code Sections 367 and 482 ), foreign tax credit rules and limitations ( Code Sections 901-905 ) and International Boycott Provisions ( Code Section 999 ).
Federal Tax: Extensive experience with respect to Federal tax planning and taxpayer representation in connection with Internal Revenue Service administrative and United States Tax Court, District Court and Federal Claims Court judicial proceedings.
United States Federal and Foreign Country Income Taxation of Foreign Investments and Operations: Experience relative to various transactional matters involving outbound and inbound transfers of tangible and intangible property. Principal tax counsel to Henkel KGaA, for example, regarding the tax planning relative to the formation of a worldwide joint venture, consisting of a United States, Dutch and German partnership, with Hercules Inc. as to the water soluble polymers businesses of the two corporations. Provided tax and entity formation advice as to the formation of offshore insurance companies, Netherlands Antilles real estate holding companies and other foreign entities.
State and Local Taxes: Representation of multi-national corporations in connection with state and local income, franchise, excise, sales and use and property tax planning and controversies involving a myriad of issues including the application and constitutional validity of state unitary and formula apportionment tax statutes and business v. nonbusiness income issues.
Publications and Professional Speaking
Publications: Published articles in Professional Tax Journals addressing various issues in the area of State and Local Taxation
Professional Speaking Activities: Participated as a lecturer in numerous seminars, bar association and industry conferences on various aspects of Federal and State and Local Taxation including programs sponsored by the Minnesota State Bar Association, Minnesota Society of Certified Public Accountants, Committee on State Taxation ( "COST" ) and Tax Executives Institute ( "TEI" )
Representative Clients
American Express Company Henkel of America, Inc. Agrigenetics Corporation IDS Financial Services, Inc. American Hoist & Derrick Co. (AMDURA Corporation) IMV, Inc. Armour and Company ITT Financial Corporation BCE Development Properties, Inc. Innovex Corporation Becton Dickinson Company Kahler Corporation Burlington Northern Railroad Co. Medtronic, Inc. CPT Corporation Merrill Corporation Carson Pirie Scott & Co. Merrill Lynch, Pierce, Fenner & Smith, Inc. Chesebrough Ponds Inc. 3M Company Cluett Peabody & Co., Inc. Minnesota Mutual Life Insurance Company Comshare Corporation Norwest Bank International Continental Grain Company Norwest Bank Minnesota N.A. Control Data Corporation The Orvis Company, Inc. Deutsche Bank John Nuveen & Company, Inc. EDS Corporation The St. Paul Companies, Inc. Fabri Centers of America, Inc. Service Master Corporation Fingerhut Corporation St. Jude Medical, Inc. Fort Howard Paper Co. Canadian Pacific Railroad Corporation General Motors Acceptance Corporation Tennant Company General Motors Corporation Travelers Life Getty Oil Company Unimin Corporation The Greyhound Corporation University of Minnesota Henkel KGAA West Point Pepperell
Representative Professional Experience
Professional Experience Description Of Position O’Connor & Hannan L.L.P., Washington D.C. Tax Partner Milbank, Tweed, Hadley & McCloy, N.Y., N.Y Tax Associate Dewey, Balantine, Bushby, Palmer & Wood, N.Y., N.Y. Summer Lawyer Ernst & Young, Detroit, MI Certified Public Accountant General Mills, Mpls., MN Summer Accountant University of Minnesota Accounting Lab Instructor Date: October 1, 2001
Name: randy henderson
HomePhone: 507-375-4235
WorkPhone:
Email: cparandy@yahoo.com
Date: 10/3/01
Time: 1:42:56 PM
Name: Dave Hatfield
HomePhone: 651-604-0233
WorkPhone: 952-945-2952
Email: DaveHatfield@mediaone.net
Date: 10/3/01
Time: 10:22:22 PM
Name: Vladimir Savchenko
HomePhone: (0482)268950
WorkPhone: (0482) 268950
Email: v]
Date: 10/7/01
Time: 4:26:48 PM
Name: Vladimir Savchenko
HomePhone: (0482)268950
WorkPhone: (0482) 268950
Email: vms@paco.net
Date: 10/7/01
Time: 4:28:24 PM
Objective A challenging position in software design and development or Internet development where nine year of programming experience will needed.
Technical Skills Programming languages and libraries: C++ (Windows, Unix, 9 year), MFC ( 3 year), Win 16 API (2.5 years), Win 32 API (2 years), OpenGL (1 year) Java (2,5 year) Perl 5 (3 year) Pascal, Delphi (4 year) Assembler ( Dos, Windows, 4 year) Unix shell (ksh, bash), Visual Basic 6.0 (1 year) Fortran (2 year) PL-1 (3 year)
WEB technologies: HTML, CSS, DHTML, CGI, Javascript, Vbscript, PHP
Databases and database access libraries: SQL (3 year), Interbase SQL Server, SYBASE SQL Server (3,5 year), MS Access (3yrs), MS FoxPro (2 years), MySql( 1 year), ODBC (1.5 years), Clipper
Network/Protocols: TCP/IP
Operating Systems: Windows NT4.0, Windows 2000, Windows 9x, Linux, FreeBsd, Ms Dos.
Web servers: Apache (Linux, Windows)
Applications: Visual C++, Visual Basic 6.0, Borland Builder C++, Borland Jbuilder 3.5 , Delphi 5.5, Sun Java 1.3, Active Perl, MS Office, Macromedia Dreamweaver 3, Allaire Homesite 4.5, LaTeX
Graphic applications: Macromedia Flash 5.0, Macromedia Freehand 9.0, Adobe PhotoShop 5.5, Adobe Illustrator 8.0, Adobe PageMaker 6.51, Corel Draw 9.0 , Corel Paint 9.0 , Masm 6.15, Tasm 3.0
Education 1997 Odessa State University, Odessa, Ukraine Masters Degree in Mathematics 1992 - 1996 Odessa State University, Odessa, Ukraine, postgraduate courses, theme "Differential inclusions". 1987 - 1992 Odessa State University, Odessa, Ukraine, Bachelor Degree in Applied Mathematics , majored in Differential equations.
Experience: Professional Experience: 9 Years Software development : 9 years Application areas : Software solutions for Engineering problems, WEB design, database
July 1993 - July 1995 Odessa State Maritime University, Odessa, Ukraine Software engineer at the Odessa State Maritime University, responsible for developement of communication and database programs for MS-DOS and Windows, using C++, Pascal, FoxPro, Clipper, MS Access.
July 1995 - August 2001 Odessa State Maritime University, Odessa, Ukraine Leading software engineer at the Odessa State Maritime University, responsible for developement of communication and database programs for Windows and Lynux , using C++, Java, Delphi, Perl, MS Access 97-2000, ODBC, SYBASE SQL server.
Febrary 1996 - August 2001 Odessa State Maritime University, Odessa, Ukraine Lecturer, Associate Professor at Odessa State Maritime University
September - December 2000 Developing a website for Manley Toy Quest : http://www.manleytoyquest.com/index2.html (web design, Jscript, HTML, DHTML, CSS)
August 2001 - present FOZZY, Odessa, Ukraine Software Engineer Developed database programs for Windows, using Delphi, Interbase SQL server.
PUBLICATIONS 23 books and articles (programming, mathematics)
References Available upon request
Name: Ronald K. Akers
HomePhone: 952-926-1502
WorkPhone: 612-250-4477
Email: rakers@mn.rr.com
Date: 10/7/01
Time: 11:18:34 PM
Name: Charlie Traeger
HomePhone: 6512166327
WorkPhone: 6512286327
Email: ctraeger@larsonallen.com
Date: 10/8/01
Time: 11:49:26 AM
I have sent my resume in an e-mail.
Name: SCOTT DUDGEON
HomePhone: 763-537-4643
WorkPhone: 612-388-0619
Email: DUDGEON@QWEST.NET
Date: 10/9/01
Time: 2:53:17 PM
SCOTT DUDGEON 5212 KENTUCKY AVENUE NORTH CRYSTAL, MN 55428-3927 763-537-4643 (HOME & FAX) 612-388-0619 (CELL) E-mail: dudgeon@qwest.net
OBJECTIVE: Management position encompassing accounting.
SUMMARY: Extensive diversity of experience including:
- Accounting - Crisis Management - Tax Preparation - Supervisor - Financial Administration - Problem Solving - Computer Programming - Reorganization ______________________________________________________________________________
EXPERIENCE Independent Tax Consultant Crystal, MN 1980 ? Present ? Prepared individual income taxes during the tax season ? Prepared income taxes for property managers. ? Prepared detailed Asset Depreciation Schedules using Excel Spreadsheets.
Adeco Employment Services, Inc Minneapolis, MN Accountant 2000 Contract Assignments, Temporary Assignments ? Reconciled bank statements ? Reconciled fixed asset records ? Performed research projects as assigned ? Processed accounts payable
CS Solutions, Inc., Bloomington, MN Accountant, 1999 to 2000 ? Accounting using Peachtree Software for a multiple location business ? Prepared monthly financial statements ? Converted a cash basis accounting system to an accrual basis. Organized all information within the company?s files. Demonstrated the need for more timely and accurate reporting of the company?s financial status. ? Created computer programs using Excel ? Accounts receivable and payable processing ? Reconciled bank statements ? Guided a co-worker?s efforts to install a MAS90 computer package. Provided instructions on the necessary set up for proper reporting of the company?s financial status. Improved financial statement reporting and accuracy. ? Payroll processing using ADP, Inc.
Physical Distribution Services, Inc., Bloomington, MN Accountant, 1987 - 1999 ? Expanded workload from five to six corporations at the request of management. Responsible for setting up the chart of accounts, accounts receivable customers, accounts payable vendors, and other accounting functions. ? Gathered job-costing information for the customers of one division. Presented reports to management for evaluation on a weekly basis. Management was able to bid on new projects more accurately. ? Expanded the income and expense portion of the general ledger chart of accounts for one division. Created sub accounts for each of the income/expense classifications on the general ledger. Led to individual customer income/expense reports on a monthly and yearly basis. ? Developed a work comp report format requested by management. Discussed reporting requirements with an insurance company representative. Improved the documentation needed for the monthly expense write off on the financial statements, along with making it easier for insurance auditors during their annual audit. ? Created an Excel program for financial statement consolidation of five companies. Coordinated each company?s chart of accounts to determine what was reported under each classification. Reduced the time needed to prepare financial statements by 70%. ? Converted a manual accounting system into a computerized system for one of the divisions. Set up a new chart of accounts on an IBM system. Reduced the time needed to do daily work. ? Prepared payroll tax reports for each operation that had a payroll system. (I.E. Federal 940, Federal 941, and state withholding/unemployment taxes for 17 states) ? Supervised and trained two new employees to assist me in the accounting department due to company expansion. ? Reconciled seven checking accounts.
Tile Factory Outlet Minneapolis, MN Accountant 1984-1987 ? Performed the accounting function for a retail store with five metro locations. ? Prepared the semi-weekly payroll ? Prepared payroll tax reports. (I.E. Federal 940, Federal 941, and state withholding/unemployment taxes) ? Prepared monthly sales tax reports ? Accounts receivable and payable processing. ? Reconciled bank statements. ? Prepared monthly financial statements
EDUCATION: AREA VOCATIONAL TECHNICAL INSTITUTE A.S. Accounting
NORTH DAKOTA STATE COLLEGE OF SCIENCE A.S. Computer Science
REFERENCES
Joseph C. Brown 821 West Mullan Waterloo, IA 50701 319-833-0847
Bob Patel Asia Import Foods and Video 1840 Central Avenue NE Minneapolis, MN 55418 612-788-4571
Kenneth Johnson 309 Harrison Avenue, Apt 4 St Paul, MN 55102 651-365-1358 (HOME) 651-276-2674 (MOBILE)
Steven Johnson Market Group Properties 292 Forbes Avenue, Suite 1 St Paul, MN 55102 Business 651-225-4625 Mobile: 651-336-4799
Name: David Himmel
HomePhone: 636-922-3158
WorkPhone:
Email: david_himmel@hotmail.com
Date: 10/9/01
Time: 3:17:07 PM
DAVID P. HIMMEL
902 HERITAGE CT. ST. CHARLES, MO 63303 HOME PHONE 636-922-3158 E-mail: david_himmel@hotmail.com
OBJECTIVE: To obtain a challenging leadership position in Operations/Customer Service Management, that will utilize my existing skills and background to the fullest, as well as providing for personal growth and future advancement. Employment Operations Manager May 1999- Present Boeing Leadership Center By Aramark Florissant, Missouri Assistant Food & Beverage Manager Conference Planning Coordinator Responsible for but not limited to: Assistant Food & Beverage Manager- manager in charge, of 155 seat executive (fine dining) dinning room. Member of planning team for expansion of dining room to a capacity of 256 SEATS. Responsible for $250,000 annual liquor purchases and inventory. Schedule, training, review, interview and discipline for staff of 33 people. Conference Planning Coordinator -Manage meeting space and insure that all instructor/participant needs are met from inception to fruition. · Check for accuracy in meeting room set up and reset, in order to achieve the highest levels of guest/client satisfaction. · Rooms and group reservations with arrangements for transportation as needed. · Onsite contact and quality control for all aspects of meeting/session. Operations Manager · Report directly to the General Manager and the Boeing Operations staff onsight. · Daily MOD, Responsible for all facility and, guest, safety satisfaction and security issues. · Daily operational issues related to a 120 room executive training /conference facility. · Interface with all departments and department heads to insure maintenance of a high quality four-star experience for all Boeing participants and on premises staff. · Work with all staff in the creation of operational sop’s, with a focus on applying TQM management principles. Process improvement- identify areas of opportunity and: Establish interdepartmental teams for performance evaluation and delivery of SOP’s. Increase internal and external guest satisfaction. Identify guest and client needs in advance, and deliver of services promptly. · Assist department heads in review and submission of annual budgets · Maintain high visibility and availability for all Boeing participants and facilitators, for the duration of their stay. · Construction Team-Deliver input for the design and construction of new 84 sleeping room and office wing. · Assisted in achieving and maintaining a 97.5% guest satisfaction score.
Front Office Manager September 1998 -May 1999 The Club Hotel by Doubletree St. Louis, Missouri
Responsible for, but not limited to · The day-to-day operation of a “new” 197-room full service hotel. · Interview, hire, training process. Progressive counseling and termination. · Maintain budget for front office labor (front desk, van shuttle /bell staff Security) and supplies. · Systems manager: Voice mail, Property Management · Telecommunication system. · Achieved a 93% guest satisfaction rating. · Achieved An 87% opening score for staff competency and computer skills. · Achieved a company “lowest turn over” rate of 14 properties. · Develop and maintain a TEAM atmosphere by example and leadership. · Maintain and oversee and control inventory, to produce highest occupancy and ADR. Maintained close contact with the sales department, for sale of inventory only. · Forecast: 14 day, 30/60/90. And maintained schedule based upon revenue. Opening responsibilities: · -Interface with contractors, local and state inspectors, and PROMUS Hotel, · installers, programmers, and Q/A inspectors. · -Order all operational items for hotel, hire and train all opening staff, bring all common, areas and rooms up to operational standard. Sales: by direct contact: · -Sight inspection for group, travel, and corporate planners. · -Rooms and meeting space, needs development and implementation. · -Production and communication of contracts BEO’s, to and for staff. ** The property closed in August of 97 and reopened September 99. The front office team was instrumental in helping to achieve an ADR of $62.58 in February, with AN average occupancy of 52%.
General Manager July 1997-September 1998 Grand Chalet Inns & Suites Stamford, Connecticut
Responsible for, but not limited to: · The day-to-day operation of a 158 room limited service suites hotel. · Interview and hire process. Progressive counseling and termination. · ROI/MIS, annual budget for rooms, labor and payroll. · Maintain high guest occupancy and satisfaction. · Use yield management to maintain high ADR and total revenue. Sales: by direct contact, leads generation and follow up. · -Development of transient/ corporate and group negotiated rates structure, by contact with individual and group planners. · -Sight inspection for group, travel, and corporate planners. · -Rooms and meeting space, needs development and implementation · -Production and communication of contracts BEO’s, to and for staff. Opening responsibilities: · Interface with contractors, local and state inspectors. · -Train staff to standards, and oversee all staff to that standard or higher. · -Multi property management, and interim property management. **The property in Stamford was acquired, and renovated 7/97-3/98. The property opened 3/98 and by 9/98 we had achieved a 96.7% market penetration with an ADR of $76.67 and an occupancy rate of 77%.
Front Desk Manager Feb 1993-July 1997 Sheraton Stamford Hotel Stamford, Connecticut
· Reception Supervisor/ Overnight Manager. · Responsible for the supervision of AM and PM shift staff, including Guest · Service agents, PBX, Bell staff, Valet service and Security. · Responsible for maintaining the highest possible room rate and ADR Manager on Duty: responsibilities including, but not limited to: Guest and Conference requests, life safety issues, employee requests and problem resolution. · Responsible for TQM team management and/or leadership, as well as · Tracking graphing and presenting results to the FOM and executive committee. · Responsible for pay roll and scheduling for 40 people. (Front office, · Bell stand, PBX). Designed and implemented a front office training guide for the ECCO system, and a training guide for all new and existing Front desk staff.
Owner/Operator July 1991-Nov 1993 Dodgingtown Market Newtown Connecticut
· Responsibilities included direct supervision and support for 12 full- and part time employees · Direct responsibility for ordering purchasing and receiving of all goods. Sales: Responsible for add on sales and development of wholesale business, to area restaurants. · -In house catering (prepared foods), out side catering (by order and for delivery), baked goods. · -Maintain and control all related expenses and inventory. · -Payroll and cash handling. · -Daily menu planning, pricing and preparation.
Education: Bachelor Degree: Real Estate/Pre Law 1982-1984 Florida State University Tallahassee Florida Associates Degree: Pre Law 1980-1982 Miami Dade Community College Miami Florida Skills ECI computer software, Reservitron IV, Word Perfect 6.0 and Suite 8, Lotus 123, Microsoft Word for Windows, Marlboro, Quattro pro and Frequent flyer mileage program, systems 21, revenue management system, Fidelio pms system, Training: SSGS/SSGS-2000, Train the trainer, Sexual harassment workshop, Sheraton team management I-II, Sheraton Hub Training, Lock out/ Tag out (OSHA), MetaQuality TQM. Diamond Performance and CARE programs. First aid and CPR certified.
Name: Dale Gilbertson
HomePhone: (952) 890-3021
WorkPhone: Cell - (612) 419-6866
Email: dngilby@yahoo.com
Date: 10/11/01
Time: 12:02:35 PM
I am primarily interested in a position located in a southern or western suburb of Minneapolis. I was an employee of US Bank for 16 years and was just recently laid off. Although I received an excellent severance package, I am anxious to get back to work. I look forward to meeting with you to discuss my experience and abilities.
DALE NELS GILBERTSON 13524 Judicial Road Burnsville MN 55337 952-890-3021 Cell Phone: 612-419-6866 E-mail: dngilby@yahoo.com
SUMMARY Nine years of expertise in financial analysis, forecasting, planning, portfolio operations, and risk management. Nine years of experience in credit and collections management. Have moved up steadily in management responsibility. Am adept at introducing financial process and control, new systems, methods and incentives to reduce expenses, improve productivity and teamwork. Proficient in Excel, Word, Power Point, and Essbase.
PROFESSIONAL EXPERIENCE US Bank, Minneapolis MN: Senior Financial Analyst (05/97 – 08/01) Prepared five year financial plan and annual budget for ten different departments, managed budget and all financial reports, capital expenditure requests, and shareholder valuation analysis. Implemented new revenue point incentive plan. Created and implemented financial plan for a new call center. Created and implemented conversion plans for two major acquisitions. Coordinated development and implemented new revenue tracking system for USB Discount Brokerage. Managed Associate Analyst staff.
US Bank, St. Paul MN: Portfolio Operations Manager (05/96 - 05/97) Operational responsibilities for Loans Serviced by Others (LSBO), Student Loans, and Credit\Life and Disability Insurance portfolios. Assisted in conversion of $2.4 Billion LSBO Mortgage Loan Portfolio to new loan host system. Conversion implemented to facilitate automated internal and external reporting requirements, general ledger interface and servicer monitoring. Nominated for Five Star Performance Award as a result of efforts.
US Bank, Hopkins MN: Portfolio Operations Manager (07/93 - 05/96) Operational consolidation of servicing and general ledger functions previously handled by five different areas of First Bank System. Eliminated redundant functions and reduced expenses by $50,000 annually.
Successfully integrated five Mortgage Portfolio acquisitions without hiring additional staff.
Initiated and implemented a general ledger to CPI (loan host system) interface project, creating improved efficiency and control impacts to the general ledger entry process and data input requirements, resulting in cost savings of $82,000 annually.
Developed delinquency and credit quality reports for Monthly Performance Review Book for FBS Mortgage senior management approval.
US Bank, Minneapolis MN: Collection Manager (06/89 - 07/93) Successfully consolidated all collection functions for the Sales Finance Direct and Indirect Loan Portfolios from five regional offices to one central location. Reduced expenses by nearly $500,000 annually. Increased collection efficiencies, improved communication and facilitated streamlined, consistent collection efforts.
Established charge off and recovery unit. Implemented Bad Debt Accounting System to track and collect charge off on-line. Improved recovery rate from 14% to 28%. Negotiated fees with repossession agent and towing companies reducing expenses by 25%. Lowered average loss per vehicle by 18%.
Successfully integrated Voicelink auto dialing system into back-end collections. Increased average number of loans per collector by 30% reducing expenses by $50,000 annually. Attained lowest delinquency percentage in over four years.
US Bank, Hopkins MN: Relationship Manager - Sales Finance (04/88 - 06/89) Managed a portfolio of sixteen dealer relationships. Purchased over $30 Million in installment loan contracts. Solicited and developed four new dealer relationships adding over $6 Million in new business.
Assisted in implementation of automated credit system. Responsible for training and daily system maintenance. Made credit decisions more efficient, accurate, secure, and timely.
EDUCATION Bachelor of Science in Finance and Management, Minor in Economics from St. Cloud State University, St. Cloud MN
Scholastic Achievement Award 1982, College Athletic Letter Award 1979-1982, Charter member of St. Cloud State Investment Club.
COMMUNITY INVOLVEMENT United Way captain since 1997. Volunteer youth hockey coach for Eden Prairie Hockey Association since 1995. Paint-a-thon and Brush with Kindness volunteer since 1986.
Name: Diane Johnston
HomePhone: 651-690-1454
WorkPhone:
Email: djohnstonbmc@yahoo.com
Date: 10/16/01
Time: 4:56:03 PM
Name: Kelly Johnson
HomePhone: 651.762.0696
WorkPhone:
Email: kajo100.msn.com
Date: 10/17/01
Time: 8:50:23 PM
KELLY ALEXANDER JOHNSON 4064 White Bear Parkway White Bear Township, MN 55110 Home Phone (651) 762-0696 E-mail: kellyjohnson1@excite.com, kajo_99@yahoo.com
OBJECTIVE: Seeking a career opportunity in Financial Services, Corporate Training, or Marketing.
EDUCATION 1993-1995 BS Social Science Education Minor Political Science, St. Cloud State University, St. Cloud, MN. November 1995. 1989-1992 AA General Studies, North Hennepin Community College, Brooklyn Park, MN. March 1992.
EMPLOYMENT March, 2001- Present, Brokerage IRA Distributions Representative, Wells Fargo Investment Services, Private Client Services. Minneapolis, MN. Research and process IRA distributions.
March, 2001- Present, Vice President, Parkway Ponds Homeowners Association. White Bear Township. May, 2001- Present, Township Representative, White Bear Lake, MN Area Mass Transit Commission.
October, 1999- March, 2001, Equities and Brokered Funds Trader/Service Representative, American Express Brokerage. Minneapolis, MN Place trades and resolve service issues for advisors and clients on an inbound queue. N.A.S.D. Series 7 License on 12/22/99 and Series 63 on 01/10/00. Brokerage Trading Accuracy Winner in April 2000. ACE Award Winner, Third Quarter 2000. Service Ethic Award Winner, Fourth Quarter 2000. Worked on Retention Project from 9/00 through 12/00 fielding questions and making offers to clients threatening to leave American Express after our Commission increases.
July, 2000-December, 2000, Trainer, American Express Financial Advisors Marketing Department. Minneapolis, MN Trained our sales force in the field to use the Brokerage web site and sell the benefits of using our web site as part of their business. Also trained colleagues on using a computer program to track the continuing education classes they had taken and the licensure requirements for N.A.S.D. certification. Completed a project to research the company need and design a blueprint for an Inter-Company Transfer training program.
February 1999- June 1999, Social Studies and General Science Teacher, W.A.V.E. 70,001 Alternative High School. Golden Valley, MN. Designed and implemented the first-ever curriculum in both Social Studies and General Science to teach at-risk students, from Minneapolis and surrounding suburbs, who are seeking either their G.E.D. or a high school diploma.
June, 1996- August, 1996, Social Studies Teacher, Elk River Area Learning Center, Ivan Sand Community School. Elk River, MN. Designed and implemented a multidisciplinary curriculum which I used in my daily 9-12 Social Studies class during the alternative summer school program.
December, 1995- October 1999. Reserve Teacher in fifteen Minneapolis-St. Paul Metropolitan School Districts. Taught Chemistry at Armstrong High, Earth Science at Hosterman Middle School and was the Media Specialist at Hosterman Middle School, on a long term basis in Robbinsdale.
Name: Lindsey Bailey
HomePhone: (651) 699-0069
WorkPhone: (612) 342-7421
Email: lindseybailey@hotmail.com
Date: 10/22/01
Time: 11:13:50 AM
LINDSEY BAILEY 443 Snelling Avenue S. St. Paul, MN 55105 (651) 699-0069 lindseybailey@hotmail.com
Education B.A. 1998, Concordia College, Moorhead, MN, GPA 3.33 Major: Mathematics Minor: Business College of St. Catherine, St. Paul, MN 1994-1996
Computer Microsoft Word, Excel, Access, Power Point, Outlook, Experience Internet, PeopleSoft, Lotus, TAS
Employment ING RELIASTAR LIFE INSURANCE COMPANY, Minneapolis, MN Experience Actuarial Technician, July 2000 to Present · Prepare month end fin ancial reports accurately and prior to due date · Compile year end reports · Answer participant's/agent's questions regarding existing pension plans · Process deposits, terminations, rollovers and add new participants to pension plans · Assist Actuaries in completing annual reports, surveys and questionnaires · Calculate monthly payments on supplemental contracts
WELLS FARGO HOME MORTGAGE, Minneapolis, MN Mortgage Processor/Underwriter, May 1998 to June 2000 · Effectively communicated mortgage loan product and pricing information · Pre-qualified home buyers and initiated quality applications · Conducted application interviews and communicated with realtors · Applied federal and national underwriting guidelines while interviewing the home buyer · Answered general questions and requested documentation needed to process the mortgage · Prepared and submitted the loan file to underwriters for loan approval · Extensive customer contact with clients
NATIVITY ELEMENTARY SCHOOL, St. Paul, MN Head Swim Coach, Winter of 1998 and 1999 · Coordinated pool time, coaches and participants for a successful season · Organized meets, practices and schedules for 75 children and other teams · Guided children towards future swimming competition · Responded to parent concerns and acted as the decision maker for the team
BRAINERD LAKES AREA CHAMBER OF COMMERCE, Brainerd, MN Information Center Staff, Summers of 1996-1997 · Answered visitor's questions about the area · Conducted membership surveys and analyzed results · Completed projects for Executive, Assistant and Membership Directors · Assisted visitors with vacation plans, and answered telephones
Honors Deans List Fall and Spring of 1997, 4 year college Letter Winner in Swimming, voted MVP of the Swim Team 1996, Captain of the Swim Team 1996-1998, Member of the 1st Women's Swim Team at Concordia
Name: Mary Beth Brock
HomePhone: 651.351.1391
WorkPhone: 651.274.3609
Email: mb_brock@hotmail.com
Date: 10/22/01
Time: 9:53:03 PM
Mary Beth Brock, CPA 5695 Newell Circle North Oak Park Heights, Minnesota 55082 email: mb_brock@hotmail.com 651.351.1391 (home) 651.274.3609 (cell)
Executive Summary
Thirteen years of finance and accounting experience including public accounting, privately held and publicly held corporations and contract engagements. Extensive experience in financial accounting, reporting and analysis. Systems exposure includes SAP 4.6b as implementation team member and financial systems analyst, Oracle General Ledger and Oracle Financial Analyzer as power user; strong Microsoft Office user. Areas of special interest include managerial/operational reporting and analysis as well as information systems and technology applications. Strong oral and written communications skills; strong team player.
Key Experience
Merrill Corporation, St. Paul, MN · Coordinated annual planning process including analysis at consolidated level. · Coordinated monthly management reporting including financial results, variance analysis and forecasts. Responsible for review of information prior to submission to executive management. · Served as administrative controller to several corporate departments; included annual departmental budgeting, variance analysis, capital expenditure justifications and special projects. Worked with departmental managers to develop Key Performance Indicators for use in analysis and budgeting control. · Chairperson of capital approval committee. Responsible for review of all capital requests and approval recommendation to executive team. · Served as interim IT controller developing specifications for comprehensive reporting package to include financial data, operational metrics and project management summaries. · Served as interim business unit finance manager during reorganization; developed budget and reporting structure from ground zero using OLAP reporting tools. · Conducted Finance department benchmark study.
Nuclear Management Company, Hudson, WI · Member of project team responsible for implementation of SAP software as back office system for consolidating reporting for five nuclear power sites owned by four member utilities. Involved working with project team and staff from member utilities to determine system solution for centralized reporting. · Worked with financial and operations staff from four member utilities to develop monthly reporting of Key Performance Indicators, including financial results and forecasts, for management reporting. · Conducted variance analysis and worked with corporate managers to develop forecasts. · Responsible for hands-on configuration and implementation of asset accounting, travel management, bank accounting and accounts receivable modules as member of SAP project team. Contributed to and trained in accounts payable, general ledger and project systems modules. · Prepared documentation relating to systems configuration. · Trained corporate staff in use of modules configured.
Public Accounting · Three years of general audit and accounting services experience providing strong basis in financial accounting, information systems, accounting processes and internal controls.
Other Key Contract Experience · Financial systems analyst providing systems support to centralized accounts payable and procurement areas using highly integrated system (SAP); backup support to asset management and travel management areas. Involved trouble shooting of user issues and coordination of teams affected by system and business process issues. (West Group) · Conducted testing of online reporting system for large brokerage service firm. Included development of test scripts, control data and actual system testing as well as critique of web deployed reporting tool. (Wells Fargo Brokerage Service) · Developed monthly reporting models using combination of Excel and Adaytum reporting tools for IT finance department. Developed order delivery mix analysis model for check and business forms unit. Assisted in preparation of forecasts. (Deluxe Corporation)
Mary Beth Brock, CPA Page 2 of 2
Key Performance Areas
· Strong background in financial accounting and reporting developed through combination of education and professional experience. · Demonstrated strength in financial and budget analysis skills through professional experience. · Demonstrated strength in communications skills through experience with teams and committees comprised of members from all employee levels - data entry staff to CEO. · Demonstrated leadership and presentation skills through coordination and facilitation of groups for problem solving, informational sessions and training. · Demonstrated experience in systems configuration, trouble shooting, testing and documentation. · Demonstrated ability to adapt to changing environment through experience as permanent and contract employee.
Education, Certification
Bachelor of Science – Accountancy, Northern Illinois University, 1988 Passed CPA Examination May 1988
Detailed employment history and references available upon request.
Name: Brian Naegeli
HomePhone: 651-702-3675
WorkPhone: 651-361-4437
Email: brian.naegeli@us.fortis.com
Date: 10/24/01
Time: 10:58:20 AM
Brian D. Naegeli 8069 Enclave Bay Woodbury, Mn. 55125 (651) 702-3675 Home (651) 361-4437 Work bmnaegeli@hotmail.com
University of Minnesota - Carlson School of Management BS: Finance Spring 1993 Minneapolis, Mn.
Currently Attending: University of Minnesota - Carlson School of Management MBA: Finance & Strategic Management Anticipated Completion: Fall 2002 Minneapolis, Mn.
FORTIS INC. SHARED SERVICES Dec. 1998 - Present Woodbury, Mn. Planning & Analysis Manager
Fortis Inc. Shared Services, based in Woodbury, Mn., is a subsidiary of Fortis Inc., the U.S. holding company for Fortis NV. Fortis NV is a worldwide Fortune 50 provider of banking and financial products and services. With 6 business entities and their subsidiaries in the U.S., we are the market leaders in products such as credit insurance, group disability, group dental and individual health.
· Provided financial, analytical, and strategic management leadership to the Shared Service division within Fortis Inc. Shared Services. With annual budgets in excess of $240M, my on-going responsibilities included leading the centralized annual Plan and Budget cycle and Quarterly budget reforecast, budgetary variance analysis and reporting, strategic metric development, benchmarking activities, and on-going cost/benefit analysis and guidance. Other responsibilities include improving Shared Service-to-Business Unit alignment, aligning the Shared Services strategy with business unit strategy, maintaining and preaching financial accountability, and continually improving costing and chargeback methodologies.
DONALDSON COMPANY Mar. 1998 - Dec 1998 Bloomington, Mn. Manager - Business Analysis Donaldson Company, with annual sales of $1 billion, is a manufacturer of filtration products for the heavy engine market, as well as industrial markets.
· As the finance leader for the High Purity Products division, provided global P&L and B/S analytical support to four worldwide business units, two domestic factories, and their staff. With a total global budget of $32M and total global sales of $85M, analysis included, but not limited to, profit/loss, sales, backlog, product cost, inventory, A/R, PP&E, budgetary, gross margin, and leading the quarterly and yearly planning and reforecast and presented findings to senior management and business unit staff.
CYPRESS SEMICONDUCTOR Mar. 1994 - Mar. 1998 Bloomington, Mn. Accounting Manager June 1997 - March 1998 Senior Financial Analyst March 1996 - June 1997 Financial Analyst March 1995 - March 1996 Production Control Planner March1994 - March 1995
Cypress Semiconductor is primarily a manufacturer of SRAM and Data communication semiconductors, with annual revenues in excess of $700 million. Fab4 is a 24/7, state of the art, 8" manufacturing facility completed in 1996 with a total expense budget of over $10 million, headcount of 250 people, and capital expenditures in excess of $100 million annually.
· Responsible for all aspects of the Fab4 manufacturing P&L, B/S, audit, tax, and capital analysis functions. Supervised two production control planners. Led the quarterly and yearly strategic plan and reforecast effort and presented to senior management. As a production control planner, responsible for production capacity planning, revenue administration, weekly and quarterly inventory management, procurement, and planning, as well as new product planning, tracking, and forecasting.
MILLER AND SCHROEDER Staff Accountant Aug. 1993 – Mar. 1994 Minneapolis, Mn. Miller and Schroeder is an underwriter of municipal and private placement bonds.
· Evaluated and prepared detailed documents regarding fixed assets, underwriter bonuses, and various balance sheet and budgetary accounts. Also responsible for daily posting and reconciling of various P&L and Balance Sheet accounts.
U.S. ARMY - Honorable Discharge April 1984 – Mar. 1988 Washington D.C.
Accomplishments:
Financial Management Member of the IS Financial Management Association and soon to be presenter (July 2000 - "Effectively Managing the Planning and Budgeting Process) Finance Team Leader in the decentralization of the Fortis U.S. I/T organization. Redistributed $170M of expenses and transferred over 650 employee's to the business units as well as developed a new chargeback procedure and process. Negotiated and secured a $5 million dollar capital leasing agreement. Negotiated and agreed with the State of Minnesota Tax department to perform internal audits related to the semi-annual capital tax rebate filing. Annual capital tax recovery in excess of $4 million dollars.
Financial Reporting and General Ledger Financial statement preparation for four global business units and three domestic manufacturing plants and applicable consolidations. Responsible for maintenance and reconciliation of the general ledger. Reviewed and maintained all accounting procedures. Responsible for the preparation of the annual audit schedules.
Cost Accounting · Developed a manufacturing Activity Based Costing model used to calculate theoretical and actual based costing. · Activity Based Management team leader. Responsibilities include analyzing and distributing the activity reports and continually educating the organization on the principles of ABM. · Participant in The Manufacturing Institute's 1997 Conference on various Managerial Accounting techniques and ABC/ABM initiatives. · Analyze operations processes and provide improvement initiatives. · Responsible for inventory valuation and calculation of appropriate reserves. · Administer and maintain the standard cost system in a manufacturing environment.
Financial Analysis and Strategic Planning · Constructed and implemented a reporting packet that provides informational data, that is then used to perform predictive, problem identification, and validation reporting and analysis at the business unit level. · Finance lead on all division M&A and divestures efforts. · Finance leader for the Independent Broker Dealer Channel Strategy and Implementation. Responsibilities included revenue, compensation, territory development, and profitability modeling with variable components for "what-if" comparisons. · Leader in developing a distribution management scorecard that ranked sales reps based on a limited subset of performance criteria and utilizing various ranking methodologies. Strategic metric development at the business unit level utilizing Balance Scorecard practices for various distribution channel and marketing criteria. · Streamlined and combined many aspects of the monthly reporting process to include monthly senior and management level revenue and expense summaries.
System Development · Developed and implemented an R&D expense tracking system for all Cypress manufacturing locations. · Co-leader of the Cypress Cost Accounting Management system and Cypress Inventory Management System. · Active member of the Oracle software evaluation, design, conversion, and implementation team. · Leader of the Automated Forecasting team that developed a client-server Access/Excel based quarterly forecasting system. Proficient with Excel, Word, Access, PowerPoint, Oracle Financial and Manufacturing Suite, SmartStream Accounting and Query, and Brio Query
Name: Donald K. Tait
HomePhone: (952) 831-4619
WorkPhone:
Email: btait7@hotmail.com
Date: 10/25/01
Time: 11:12:20 AM
Donald K. Tait 9300 Collegeview Road #208 Bloomington, Minnesota 55437-2168 (952) 831-4619 btait7@hotmail.com
OBJECTIVE
Business/Computer Systems Analyst
COMPUTER SOFTWARE
Unisys Series A Hogan Integrated Management System ONLY-1 Clarius Farms 10-key 100+/kpm WordPerfect Typing 70/wpm Excel Access
SKILLS
 Systems and procedure evaluation  Quality assurance  Training and orientation of staff and clients  Operations manager  Small business advisor  Staff accountant  Check collections processing  Credit card operations and financial reporting
WORK EXPERIENCE
TransGlobal Tours, LLC 1995 - 2001 Bloomington, Minnesota Operations/Accounting-travel industry
Unitech Services, Inc 1993 - 1994 InverGrove Heights, Minnesota Consultant-check processing
U. S. Peace Corps 1990 - 1992 Fiji Islands Small Business Advisor
First Bank System, Inc 1976 - 1989 Minneapolis, Minnesota Department Manager-Cash Management Group Operations Manager-Bank Card Center Department Manager-Customer Information Systems
EDUCATION
Bank Credit Card Management- Northwestern University; Evanston, Illinois
Associates Degree- Normandale Community College; Bloomington, Minnesota
Name: Christopher Lordan
HomePhone:
WorkPhone:
Email:
Date: 10/28/01
Time: 7:19:21 AM
Name: Christopher Lordan
HomePhone: 952 226 2643
WorkPhone:
Email: CLordan150@aol.com
Date: 10/28/01
Time: 7:20:54 AM
Christopher Lordan 16311 Victoria Curve SE Prior Lake, Minnesota 55372 (952) 226-2643 CLordan150@aol.com
Summary Profile:
Experienced, versatile accounting and finance professional with fifteen years of progressively challenging experience. Success in process improvement, project management, and information system implementations. Extensive background in regulatory and tax compliance. Effective manager and supervisor. Areas of expertise include financial analysis and modeling, financial statement preparation and presentation, and software installation, configuration, and testing.
Experience:
Northwest Airlines Eagan, Minnesota 2000 to 2001
An international airline providing air transportation services throughout North America, Asia, and Europe with annual revenues in excess of $11 billion.
Senior Financial Analyst
Responsible for long-range plan with five-year time horizon. Plan incorporates Income Statement, Statement of Cash Flows, Balance Sheet, operating statistics, fleet plan and extensive narrative. -Sophisticated model used to evaluate known and projected scenarios relating to nominal revenue, yield, and load, operating expenses including labor, benefits, fuel, and maintenance, financing alternatives, and purchase or sale scenarios for subsidiaries. -Plan utilized to support internal review and decision analysis, external review for revolving line of credit facility renewal, and by debt rating agencies in annual rating update. Visibility to Managing Director and Vice-President of Planning, CFO, CEO, company Board of Directors, and major shareholders. -Also provided support to Aircraft Technical Operations with capital project, budget, and forecast analysis.
Geac Computers/Smartstream Enterprise Division Atlanta, Georgia 1998 to 2000
Worldwide provider of information system automation solutions for mid-market and larger companies with annual revenues exceeding $750 million.
Implementation Consultant
Responsibilities included evaluating customer resources that will affect implementations including technical and business assets, and developing conversion strategies that will optimize these resources. Requires understanding of both advanced information technologies and business processes. -Managed implementation projects by deploying Revenue Accounting and Accounts Receivable software, primarily within service industries including internet commerce, telecommunications, financial services, and public utilities. -Maximized project resources by preparing conversion plans including time table, coordinating the conversion of data from phased-out systems and ongoing interfaces, configuration and tuning of Clarus Revenue/Accounts Receivable software, staff training, and documentation. -Built teams of programmers, technology administrators, business managers, and staff employees to complete implementation projects. -Factors in successful implementations include demonstrated knowledge of information processing technologies including Structured Query Languages, Database Architecture, Local Area and Wide Area Networks, and Microsoft Windows-based productivity applications. -Prior business experience afforded insightful analysis of client processes and facilitated successful implementations. -Transitioned to Geac after sale of division in October 1999 by Clarus Corporation/SQL Financials.
Business Express Airlines, Inc. Dover, New Hampshire 1994 to 1998
A regional airline servicing New England and the Northeast corridor with annual revenues of $150 million.
Director of Finance and Controller
Senior manager responsible for accounting activities of privately held airline. Areas of responsibility include Revenue Accounting, Accounts Payable, Accounts Receivable, Payroll, Inventory Control, Cash Management and Forecasting, Tax Compliance, Cost Control, Internal Auditing, and Budgeting. Plan Trustee for 401(k) benefits plan. Managed a staff of over 25, including professionals, managers, and individual contributors. -Led financial management and reporting effort resulting in the successful restructuring of the company and emergence from Chapter 11 bankruptcy proceedings. -Provided technical and managerial leadership of a significant information systems upgrade campaign, including outsourcing Payroll module, integration/interface with legacy system and coordination with outsourced record keeper to support the 401(k) benefits plan. -Implemented cost control/process improvement programs with suppliers and vendors that increased profitability, operational performance, and flexibility.
Heidelberg Harris, Inc. Dover, New Hampshire 1990 to 1994
United States subsidiary of worldwide market leader in the design, manufacture, and sale of automated printing equipment with yearly revenues of $300 million.
General Accountant
-Managed and automated reporting procedures for Order, Backlog, Margin, and Revenue portions of the MRP system. -Developed and implemented on-line, real-time financial performance tools, providing greatly enhanced field awareness of capital and expense projects. -Designed and installed an automated price list model adopted for use across the corporation’s product lines, throughout the world. -Strengthened procedures to for periodic balance sheet reviews and audits for internal and external auditors.
Sprague Electric Company
A multi-national market leader in the design, manufacture and sale of electronic components with annual revenues of $500 million.
Tantalum Capacitor Division Sanford, Maine Financial Systems Administrator 1988 to 1989
Team leader for the conversion from centralized to decentralized accounting and financial reporting functions of a $300 million division of this corporation.
-Planned, developed and implemented strategies to ensure the conversion was accomplished on schedule, under budget. -Documented procedures for routine, time sensitive and post failure system processing.
Corporate Accounting Group Mansfield, Massachusetts Corporate Staff Accountant 1986 to 1988
-Developed a number of automated methods to ensure timely and accurate data accumulation and information reporting. -Consolidated thirteen operating divisions from twenty-five foreign and domestic locations for internal management reporting purposes. -Developed and implemented PC to Mainframe links employing database concepts to ease large-volume, recurring and period-end transactions.
Kendall Company Boston, Massachusetts 1984 to 1986
A multi-national provider of hospital supplies and advanced technology medical care products with sales exceeding $1 billion annually.
Staff Accountant
Developed a thorough understanding and strong working knowledge of automated accounting procedures and accounting in a manufacturing environment.
Education:
M.S. Aeronautical Science, Embry-Riddle Aeronautical University, Eagan, Minnesota (degree candidate with expected matriculation of January 2003.)
B.S. Business Administration, 1984, Stonehill College, North Easton, MA
Name: Michael J. Kleven
HomePhone: 952-476-1106
WorkPhone:
Email: d33trader@aol.com
Date: 10/29/01
Time: 4:01:13 PM
Attached is my resume.....I would like your expertise in locating an accounting or finance position.
Michael John Kleven 360 Carlson Parkway #312 Minnetonka, MN 55305 (952) 476-1106 D33trader@aol.com Education
Major in Finance, Minor in Economics, University of Minnesota-Morris, December 2000. GPA: 3.3/4.0 GPA in Major: 3.4/4.0. GPA in Minor: 3.2/4.0. Strong emphasis on Psychology, Political Science, and Calculus. Computer skills: Excel, Word, Q-pro. Enrolled in the C.F.A Program, and received my Series 7, 63, 65, 31, and insurance license. Have taken the Wall Street Investment Banking-training program. Work Experience
Tips Investigations, Inc. May 00 - present Employed as an investigator doing background checks and surveillance only temporarily, to concentrate on the C.F.A.
Morgan Stanley Dean Witter May 99 – April 00 Employed as a financial advisor selling financial products and services. Specializing in advising corporations and institutions on how they should handle their cash management accounts. The products I mostly work with in these accounts and have knowledge of are short-term debt securities. My main responsibility is to tailor these securities to the company’s cash flow and business needs. Had extensive training in New York on financial products, building relationships, and being able to communicate effectively with clients.
TCF National Bank Aug 98 – April 99 Sales Representative. Provided customer assistance with financial products such as mutual funds, annuities and money market funds. Explained how dependent these products are on the Macro environment, such as political and economical, and determined what is the best product for them. This job requires problem-solving solutions to customers who are unsure of their investment objective. Many decisions are made based totally on assumptions about the market.
Arcadia Financial July 98 – Aug 98 Customer Service Representative working in collections. Called delinquent account customers to inform them of their past due accounts. Used debt, equity, and debt to net worth ratios to determine risk of bankruptcy level.
Morgan Stanley Dean Witter June 97 – Aug 97 Worked as a summer intern constructing investment portfolios. Researched industries and their prospective companies. Measured the market value for mock takeovers using these common valuation methodologies: 1) Comparable companies 2) Comparable transactions 3) Discounted Cash Flow and 4) Net asset value. Projected cash flows and net income for companies. Applied technical analysis to market index looking for reversal patterns, confirmation of averages and volume indicators in all markets including the commodity market. Was awarded cash prize for outperforming the manager in stock selection.
Zytec Corporation June 96 – Sep 96 Worked as summer intern for the Marketing and Sales Department. Researched Market Segments. Compiled information to forecast where Zytec would be in the year 2000. Prepared a 300-page book on Zytec’s customers and the leading companies of today such as Cisco, Ascend, 3Com and Microsoft. The book was given to Zytec’s Board of Directors.
Physicians Mutual Insurance June 95 – Aug 95 Obtained leads for outside salesmen through telemarketing. Talked to prospecting clients about annuities, IRA’s and health insurance. Worked in teams on prospecting, analyzing, and making the sale.
Pinkerton Investigative Services Mar 94 – Sep 94 Conducted a variety of surveillance assignments. Completed background checks at the Bureau of Criminal Apprehension. Worked with other investigators in teams on a variety of different assignments.
Activities Past and present participation in sports: Football (lettered 3 years), Baseball, Golf, track (lettered 3 years) and Hockey. Tutored twice a week in Psychology, Economics, and Political Science. Play Football for the Semi-Pro Minnesota Wolfpack and is coaching little league football.
I would like to hear from you
Michael J. Kleven
Name: Christina Hart
HomePhone: 763-537-0306
WorkPhone:
Email: bthart@usfamily.net
Date: 10/30/01
Time: 2:11:44 PM
Name: Corey Tollefson
HomePhone: 612-242-5233
WorkPhone:
Email: coreytollefson@yahoo.com
Date: 11/1/01
Time: 12:41:57 PM
Dear Recruiter:
I was recently laid off by Accenture, the firm formerly known as Andersen Consulting. I am inquiring to any and all positions that deal with strategic marketing, business processes, IT analyst work, or business development.
At Accenture, I was a strategic business analyst working with Retek, Best Buy, and Nordstrom. Also, I was one of ten consultants chosen to the North American Retail Committee that worked with establishing the long term goals of Accenture and the retail industry.
My current skillset of business processes, client development, as well as strategic marketing have molded my abilities into an excellent employment prospect.
Prior to Accenture, I was a top 15% business student from the Herberger School of Business at St. Cloud State University. My major was Marketing and Business Computer Information Systems. When time permits, please forward my resume to an appropriate contact within your firm.
Thanks for your time and consideration.
Corey J. Tollefson coreytollefson@yahoo.com 612-242-5233
Corey John Tollefson
Address: 10908 Decatur Avenue  Bloomington, MN 55438  (612) 242-5233  coreytollefson@yahoo.com
OBJECTIVE To develop a career as a business analyst, with an industry leader who needs and appreciates a highly-motivated individual with both intellectual and interpersonal capabilities.
PROFESSIONAL EXPERIENCE Andersen Consulting (Accenture), Minneapolis, MN. Management Consulting Analyst: May 2000 - Present
Main Responsibilities: • Designed and Developed B2B retail strategies for Fortune 500 clients. • Leveraged knowledge of Retail industry software to train client end-users. • Analyzed and modified business processes to customization for clients. • Planned and managed several client engagement events in the $50,000 range.
Additional Responsibilities: • Analyzed trends to help facilitate Accenture’s marketing and retail strategies. • Conducted weekly client meetings to produce qualitative and quantitative data. • Accenture REACT member (Retail Executive Advisory Committee Team). o One of only 10 consultants selected of 900 North American Consultants o Analyzed Big Five competitors to help establish strategies for partners o Gathered market research and effectively presented results to worldwide Partners within the firm at a weekly long convention.
PROFESSIONAL EDUCATION ePresentation Dynamics, Minneapolis, MN. March 2001 • One-week course designed to assess, practice, and develop presentation delivery skills for the client executive level. • Gained the capability of using concepts, insights, and visual stimulus to effectively portray thoughts and feelings within a client setting.
eAccent, Chicago, IL. July 2000 Leveraged Big 5 consulting methodologies to effectively complete specific tasks and to exploit suitable opportunities in a client engagement. Skills gained include: • Work management and project management skills • Professional and multicultural training (International Project based) • Business Integration and System Building methods EDUCATION Bachelor of Science, Magna Cum Laude, Herberger School of Business, St. Cloud State University, St. Cloud, Minnesota, May 2000.
• Major: Marketing Management Minor: Business Computer Information Systems • Grade Point Average 3.5/4.0 (Top 15% of class) • American Academy of Collegiate Schools of Business Accreditation EMPLOYMENT CONCURRENT WITH EDUCATION CH Robinson, Eden Prairie, MN. Strategic Marketing Analyst: May 99 – Sept 99 Main Responsibilities: • Developed Sales Proposal solutions for Fortune 500 and Internet startups. • Gathered supporting data for supply chain and logistics due diligence. • Designed Executive Powerpoint presentations involving the outsourcing of transportation services.
Tierney Bros Systems, Minneapolis, MN. Sales Account Representative: May 97 – June 00 Main Representatives: • Prospected accounts by cold calling, analyzing market trends, using Internet 4 leads • Generated $450,000 in sales revenue to make Tierney Bros. Top 10 reseller in US • Trained salespeople on effective selling techniques as well as CRM software
Minority Student Services, St. Cloud State University, MN. Assistant Director of Minority Student Services: Sept 97 – May 00. Main Responsibilities: • Designed work/life plans for student athletes and students of color. • Managed the Richard R. Green House for student athletes (100+ students). • Mentored student athletes and acted as medium between counselors and coaches AWARDS/HONORS Dean’s List (1996–1999), University Award for Excellence in Leadership (1999), USAA All-American (1999), Who’s Who Among University Students (1999), St. Cloud State University Scholarship (1997, 1998), Homecoming Royalty (1998), Reineke Memorial Scholarship (1996), Who’s Who Among Students (1996). Alpha Mu Alpha (Top 10% of marketing undergraduates in the U.S (2000), Delta Sigma Iota (Top 20% of Business undergraduates in U.S. (2000).
PROFESSIONAL ORGANIZATIONS Phi Chi Theta National Business and Economics Fraternity Spring 1998–Present American Marketing Association Executive Board Member Fall 1998–Present Delta Epsilon Iota National Business Honor Society Spring 1999–Present
CERTIFICATIONS Diversity and Racism Prevention Workshop 1999 Minnesota Diversity Training Seminar 1999
VOLUNTEER WORK Adopt a Highway, Rake the Town, Husky Pups, Toys for Tots, VEAP, DARE Instructor.
Name: Greg Guggisberg
HomePhone: 847-549-7443
WorkPhone:
Email: gggoog@aol.com
Date: 11/2/01
Time: 1:46:45 PM
GREG GUGGISBERG 1300 Minard Lane Green Oaks, IL 60048 (847) 549-7443 (602) 316-4669 gggoog@aol.com
BUSINESS EXPERIENCE:
QUANTUM GROUP, INC. (A Middle Market Mergers and Acquisitions Firm)
EXECUTIVE VICE PRESIDENT/ CHIEF FINANCIAL ANALYST (1/98-9/2001)
 Negotiated price and deal structure of independent business owners to potential buyers.  Managed finance department ensuring information provided was accurate and capable of withstanding intense due diligence examination.  Managed clients information gathering activities during due diligence.  Developed and maintained good buyer relationships to ensure fast, efficient and smooth transactions.  Marketed client cases to various buyers and managed client base of 200+ ensuring that all clients were brought to market in a timely manner.  Provided leadership and direction to entire office with respect to buyer specific acquisition targets.  Researched companies and industries for the purpose of entering new consolidating markets.  Assisted in the development of marketing staff by training new staff on industry consolidation and client development.  Responsible for monitoring deals through entire due diligence process.  Developed presentations for investor prospecting.  Published articles in industry specific trade journals.  Published monthly investor newsletter on status of company.  Provided inter-office reports to sales force regarding status of client cases.  Performed financial analysis functions in 8 different industries.  Extensive knowledge of Microsoft office software.
ENTERPRISE RENT-A-CAR
ASSISTANT OFFICE MANAGER (1/97 – 6/97)
 Performed all administrative duties at retail location include marketing & promotions, collections, and cash management.  Supervised agents in customer service functions.  Opened and operated unique non-traditional office successfully.
SMITH BARNEY
FINANCIAL ANALYST (6/94 – 1/96)
 Responsible for stock and investment research, spreadsheet analysis of client accounts, and preparation of sample client portfolios and investment strategies.
EDUCATION:
Finance Department, Arizona State University. Bachelor of Science, Finance received May 1997. Minor Political Science GPA 3.2
Coursework Included: Corporate Accounting Portfolio Management Managerial Accounting Securities Analysis Corporate Finance Speculative Securities Financial Markets & Institutions Financial Cases & Modeling
MILITARY EXPERIENCE:
UNITED STATES AIR FORCE
ENLISTED AIRMAN (6/90 – 6/94)  Supervised maintenance on F-16C aircraft.  Gained international experience with 2-year tour of duty at Misawa Air Base, Japan. Shorter tours included Singapore, Malaysia, and Okinawa.
HONORS AND AWARDS:  Accommodation, Achievement, and Good Conduct medals  Airman of the Month (three awards)  Five Star Award: Aircraft of the Month (three awards)  Silver Star Award: Aircraft of the Month  Youngest Airman to compete as team member in “Gunsmoke 1991”
PUBLICATIONS:  How a Buyer Evaluates Your Business, Today In Deathcare Magazine. November 1998  Deathcare Consolidation Trends, Today In Deathcare Magazine. December 1998  Clustering Prior to the Sale of Your Business, Today In Deathcare Magazine. January 1999  The Sky is Falling!!…Or is it? , Today in Deathcare Magazine. February 1999  The Role of a Business Intermediary. Tow Times Magazine. February 2000
Name: Tim Hunstad
HomePhone: 763.478.5256
WorkPhone: 763.478.5257
Email: timhunstad@hotmail.com
Date: 11/5/01
Time: 4:11:34 PM
TIMOTHY P. HUNSTAD Residence: (763) 478-5256 4165 Shorewood Trail Facsimile: (763) 478-5254 Medina, MN 55340 Email: timhunstad@hotmail.com
PROFESSIONAL OBJECTIVE
Highly adaptable, energetic, experienced senior executive with high integrity and broad experiences (domestic and international) in multi-industry financial disciplines focusing on obtaining a senior role with a middle or small-market company. My background includes strong analytical and financial experiences that have been complemented with top-level involvement and responsibility in leadership, strategy development and implementation. Key player in the turnaround and rebuilding of CogenAmerica, a public-company that emerged from bankruptcy in 1996 and was sold for a 5x increase in value within three years.
PROFESSIONAL EXPERIENCE
Private Investor (December 1999 to Present)
GoodPurchase.com, LLC – Minneapolis, MN (September 2000 to Present) Founding CEO for this start-up Internet company that is a web shopping portal that benefits Christian ministries. The Company was founded in September 2000 and has its technical infrastructure in place and is currently raising seed capital. Duties include financing, business development, marketing and organizational development. Ongoing commitment to GoodPurchase will be as a Board member.
Cogeneration Corporation of America- Minneapolis, MN (September 1996 to December 1999) A Nasdaq-listed independent electric power producer with 1999 revenues of over $100 million. CogenAmerica emerged from bankruptcy in 1996 in a plan funded by NRG Energy which obtained a 42% ownership in the reorganized company. The success of CogenAmerica is illustrated by the increase in the price of the company’s common stock from $5.38 at the time of the reorganization in May 1996 to its purchase by Calpine Corporation in December 1999 for $25.00 per share.
VICE PRESIDENT, CFO (9/96 to 12/99) Recruited by CogenAmerica’s board of directors following its emergence from bankruptcy. Accomplishments included: · Relisting of company stock on Nasdaq · Shutdown of unnecessay operations and offices and relocation to Minneapolis · Initiated and led management and financial reporting and controls programs · Worked extensively and effectively with the Board, audit committee, investment bankers, stock analysts and legal teams · Initiated and led investor relations program · Organized and staffed finance and accounting organization · Negotiated financings, including project and corporate revolver · At Board direction, initiated a recapitalization process and plan, including the preparation of a 144a debt financing · Performed managing general partner duties for construction and successful startup of the Grays Ferry project · Closed and financed two power projects in 1998 that doubled the power production of the Company · Provided key support and input in the settlement of major litigation · Key participant in auction of the Company resulting in 5x increase in shareholder value
NRG Energy, Inc. - Minneapolis, MN (August 1992 to September 1996) The independent power (non-regulated) subsidiary of Northern States Power Company (now a part of Xcel Energy, an $11.6 billion (2000) revenue electric and gas utility).
PRESIDENT, NEO Corporation (1/95 to 9/96) General management, strategic leadership, project development and project financing for this subsidiary of NRG that designs, develops, finances, constructs and operates on-site electric power generation facilities specializing in landfill gas generation, cogeneration, peak shaving and hydro-generation projects. Accomplishments include: significant growth of assets under ownership, project financing the hydroelectric portfolio of projects, significantly increasing the number of landfill gas leases under contract/development and positioning NEO to become the industry leader in landfill gas-to-energy projects.
MANAGING DIRECTOR, FINANCE (7/94 to 12/94) Functioned as a key member of the finance team to (a) formulate and execute corporate finance strategy, (b) provide leadership in closing projects on a project finance basis, and (c) manage project financials (development and mature projects). Promoted upon return from Australia. Major responsibilities included the conduct of extensive reviews to ensure that projects are financeable and provide appropriate risk-adjusted returns to NRG including the evaluation of proforma financial analysis and the successful negotiation and completion of project financings. TREASURER, NRG Australia, Limited, Brisbane, Australia (3/93 to 6/94) Participated as the principal financial officer of NRG's Australian development subsidiary in the acquisition of a 37.5% equity interest and the operator role in the 1680 MW Gladstone Power Station.
Primary responsibilities included co-directing the A$625 million limited recourse debt financing from a consortium of international commercial banks, economic analysis and tax structuring of the equity ownership by NRG and participating in the negotiation and analysis of all major project and transaction documents. Also established bank accounts and managed all cash transactions. Aided in the establishment of the facility insurance program. After closing of the acquisition in March 1994; repatriated to Minneapolis in June 1994.
DIRECTOR, PROJECT FINANCE (8/92 to 7/94) Participated in the identification, evaluation, acquisition and financing of independent power generations projects, both domestic and international. Directed limited recourse financings, project financial analysis and forecasting for development opportunities and corporate acquisitions. Participated in the negotiations and analysis of all major project contracts.
E.F. Johnson Company-Minneapolis, MN (January 1991 to July 1992) An $80 million (1992) land mobile radio communications subsidiary of Arkla, Inc. (Now Reliant Energy, Inc.)
DIRECTOR, CORPORATE DEVELOPMENT Identified, evaluated and recommended new business opportunities, directed the strategic long-range and strategic market planning, directed the monthly market/product forecasting and provided financial analysis support for new product development. Reported to the President and Chief Executive Officer.
Diversified Energies, Inc. (DEI) - Minneapolis, MN (June 1982 to January 1991) An $800 million (1990) diversified holding company with interests in natural gas distribution, oil and gas exploration and production and radio communications. Publicly traded on NYSE until merger with Arkla in November 1990. (Arkla subsequently became Noram Energy and is now a part of Reliant Energy).
DIRECTOR, CORPORATE DEVELOPMENT, DEI (5/88 to 1/91) Directed the strategic planning, financial analysis and new business opportunities analysis for the holding company and its business units. CONTROLLER/DIRECTOR OF FINANCE, EnScan, Inc., (9/86 to 5/88) Principal financial officer for this start-up venture of DEI, which developed, manufactured and marketed automatic meter reading systems.
SENIOR TREASURY ANALYST, DEI (1/84 to 9/86) Provided financial support for financing plans, cash management, benefit finance and investor relations functions.
SENIOR FINANCIAL ANALYST, Minnegasco, Inc. (6/82 to 1/84) Provided financial modeling and analytical support for capital investments and new business ventures as DEI started its diversification process.
McGladrey and Pullen, CPA's - Des Moines, IA (1/79 to 5/81) Top ten public accounting firm.
SENIOR IN-CHARGE ACCOUNTANT Started as an intern while still in college. Progressed to leading audit teams for a number of clients. Specialized in commercial bank audits. EDUCATION
UNIVERSITY OF SOUTH DAKOTA (M.B.A., May 1982) Vermillion, South Dakota
CONCORDIA COLLEGE (B.A., May 1979) Moorhead, Minnesota Major: Accounting Minor: History/Political Science
DAKOTA WESLEYAN UNIVERSITY (1975-1976) Mitchell, South Dakota
OTHER
OUTSIDE ACTIVITIES Board of Directors, Calvin Christian School, Edina, MN Board of Directors, Worldwide Missions Thrift Centers, Bloomington, MN Volunteer Leader, Awana’s Program, Grace Church, Edina, MN Organizing Committee, Annual Golf Marathon, Park Nicollet Healthsystems Board of Directors, GoodPurchase.com LLC REFERENCES Are excellent and available upon request.
Name: Todd Kerin
HomePhone: 952-925-0474
WorkPhone: 952-925-0474
Email: tkerin@qwest.net
Date: 20 Nov 2001
Time: 01:20 PM
Todd A. Kerin 5705 Woodland Lane • Edina, MN 55424 952-925-0474 • 612-850-2079 (Cell) • tkerin@qwest.net OBJECTIVE Position in management where my 10 years of experience in finance, technology and operations will give a company a competitive advantage and add to profitability. MANAGEMENT PROFILE • Background in financial management includes controlling, treasury management, mergers and acquisitions, tax management, insurance and risk management through rapid-growth phases. • Background in technology management includes NT and UNIX networks, WAN’s, EDI, and ERP conversions. • Leverage IT knowledge to improve revenue and earnings. Enabled smooth sales growth from $15 million to $50 million with accounting information systems (1991-1999). • Excellent financial management skills, with CPA certificate and ability to select financial and technology strategies that improve profitability. EXPERIENCE Operations Management: EIS/Holden, Inc., Plymouth, MN (1999-2001). Two year contract to transition business to new ownership. Oversee wide range of operations for this distributor of after-market electrical products, with $190 million in 2000 revenue. EIS acquired H.A. Holden in 1999. • Manage 18 direct and 12 indirect reports. Oversee financial management and operations of key warehouse in Plymouth. Provide leadership and guidance on SAP ERP system. • Managed complex project to reorganize and convert operations at eight warehouses to SAP following acquisition. Over six months, reduced accounting and IT headcount, then migrated logistics to EIS system. Done on time, with no losses in productivity or service levels (2000). • Managed project to transition accounting and IT functions to Atlanta headquarters (1999). Treasurer/CFO: H.A. Holden, Inc., Plymouth, MN (1991-1999). Served as de facto CFO, contributing strategic planning and IT management. • Played key role in rapid growth of Holden that led to buy-out. Served on executive management team. Oversaw Controller, IT Manager, Warehouse Manager and seven Branch Managers. • More than tripled sales, to $50 million, maintaining debt-to-worth ratio of <2 and profit margins of 30% by managing and maintaining exceptionally smooth operations (1991-1999). IT Management • Maintained network uptimes in excess of 99% through the use of redundant systems, infrastructures, and proactive network maintenance. • Directed project to migrate from an 8 node leased line WAN to Frame Relay, resulting in increased reliability and availability, and savings of $75,000 annually. • Directed project to convert from legacy Data General minicomputers to IBM RS/6000 UNIX based servers. • Oversaw the operations of a 5 person IT support center/help desk supporting 90 users and 100 devices over a 120 node LAN/WAN. • Managed project to roll out a secure e-commerce web site with complete online catalog and online ordering of 15,000 SKU’s. • Implemented accounting information system that allowed immediate access to financial results and creation of financial statements within 3 days of closing periods. Financial/Operations Management • Managed $8,000,000 in Accounts Receivable while maintaining < .6% bad debt expense annually. • Managed $4,000,000 in Inventory at 8 locations, sustaining 4+ turns at 30+% gross profit. • Successfully managed asset based lending up to $8,000,000 ensuring positive cash flow with a minimal impact of interest expense on earnings. • Directed several mergers and acquisitions up to and including the acquisition of own organization. • Successfully integrated acquired organizations while maintaining or increasing revenues, earnings, and service levels, without loss of significant personnel. • Targeted locations and negotiated leases or purchases of real property for all facilities (7 nationwide). • Managed all financial, collateral, and tax audits all with clear opinions, and no additional tax liabilities. • Negotiated all property, health, and disability insurance policies resulting less than industry average premium increases. • Maintained relationships with legal counsel and accounting firm for all advanced legal and financial matters. • Developed suggested budgets, reviewed and approved final budgets • Reviewed and approved all monthly financial statements before distribution to stockholders and bankers. • Developed current, short term, and long term financial projections in order to accurately assess the financial progress and stability of the organization. • Provided hands-on leadership that strengthened customer-focused systems and culture among staff. • Contributed to employee retention rates of more than 98%. EDUCATION/CERTIFICATION • BS: Accounting; Management minor, St. John’s Univ., Collegeville, MN (1991). GPA: 3.4. • Certified Public Accountant: State of Minnesota (1992). ADDITIONAL INFORMATION • Memberships: AICPA, MNCPA and IMA (all current). • Founder/Past President: ARRAY Users Group (1998-present). Recognized and filled need among corporate users for improved software service levels. Current membership: 90. • Outstanding computer skills include Windows 95/98/NT, SQL Server, SAP, Word, Excel, Access, PowerPoint, Monarch, Visio, and Lotus 1-2-3, with fundamental understanding of RDBMS.
Name: Chris Schaaf
HomePhone: 763-754-5807
WorkPhone: 612-973-1051
Email: Schaaf_Family@msn.com
Date: 28 Nov 2001
Time: 12:29 PM
Name: Brandi Kilroy
HomePhone: 952-492-5281
WorkPhone:
Email: brandikilroy@aol.com
Date: 01 Dec 2001
Time: 10:37 AM
I wasn't sure if it was better to call for the first time or do this over the internet, but since it is Saturday, I chose the internet. I just got laid off from my job and am in need of help. I will send you my resume as an attachment. I can be reached at the above number. Thank you for your help!
Name: Greg Kaelin
HomePhone: 612-822-3698
WorkPhone: 952-929-9353
Email: kaeli001@umn.edu
Date: 04 Dec 2001
Time: 10:14 AM
A. GREGORY KAELIN 4507 18th Avenue South Minneapolis, MN 55407 Phone: (952) 929-9353 email: kaeli001@umn.edu
CAREER OBJECTIVE Seeking a senior-level accounting or financial analyst position where my prior work history, and an ability to identify and communicate key business and operational issues to all levels of personnel, can be utilized.
PROFESSIONAL PROFILE · Possess successful history of managing and developing accounting personnel. · Proficient in the use of Microsoft Office programs and various accounting and fixed-asset packages. · Experienced in forecasting, budgeting, and financial analysis.
PROFESSIONAL EXPERIENCE Corporate Accountant Timber Lodge Steakhouse, Inc., 24 restaurants, $43 million sales. St. Louis Park, MN March 2000-Present Contacted by Timber Lodge controller and asked to return and replace retiring senior general ledger accountant. Responsible for the period close and financial statement generation for each unit, daily cash management transactions and reporting, updating and maintaining fixed-asset system, and maintaining all lease transactions. Developed new account reconciliation procedures for all balance sheet and bank accounts so that periodic financial statements are completed in a more timely manner. Participate in development of budgets, forecasts, and cash flow statements.
Retail Accounting Supervisor Nash Finch Company, Edina, MN Grocery wholesaler/retailer Sept.1998-March 2000 Integral part of assimilation of 22 unit chain acquisition. Facilitated conversion of new credit card processor and accounts receivable packages at our retail outlets. Assumed responsibility of value-added analysis and budget and forecast generation from finance department. On-going duties included: generating and insuring the integrity of the periodic financial statements for approximately 30 corporate-owned retail outlets, communicate with and address issues between store management and corporate headquarters, supervise five accounting personnel, and prepare retail audit schedules, sales tax returns, and various account reconciliations.
Accounting Manager Italian Oven, LLC., 15 restaurants, $13 million sales Eden Prairie, MN Jan. 1998-Aug.1998 Was hired to, and successfully led the rebuilding of general ledger history after complete system crash. Developed and maintained food cost and sales mix reporting models using Microsoft Excel. Monitored and streamlined automated daily sales report downloads using Excellenet Polling software. Prepared cash flow projections and weekly cash needs statements. Supervised staff of three accounting clerks. Responsible for maintaining the user directory on the organizations’ Novell network.
Staff Accountant Timber Lodge Steakhouse, Inc., 21 unit restaurant company St. Louis Park, MN Oct. 1996 - Jan. 1998 Developed and maintained capital projects budgeting and capital distribution reporting function. Responsibilities included approving and coordinating payment of construction invoices by our construction financing party, maintaining and initializing equipment leases and all equipment lease payments, updating fixed asset and depreciation system, sales and use tax preparation, store sales entries, and all depository bank and credit card reconciliations.
A. GREGORY KAELIN
Owner/Manager Sobas Restaurant, Minneapolis, MN 1994-1996 Lowry’s Cafe, Minneapolis, MN 1989-1994 Responsible for restaurant opening and all restaurant operations including forecasting, budgeting, accounting, and financial management; lease/buy decisions, food and beverage pricing and costing, programming POS equipment, inventory control, staff recruitment, training, and supervision; all marketing decisions, customer service, and community relations. Divested both my interests in the restaurants at a substantial return.
Athlete Representative Reebok shoe company 1985-1988 Traveled to and competed in various running events throughout the country while using Reebok equipment in quest to become national-caliber runner. Became involved in restaurant industry supplementing stipend from Reebok. Staff Accountant Metropolitan Medical Center, Minneapolis, MN 1981-1984 Responsible for various general ledger account reconciliations, departmental budgeting, fixed asset accounting, and the entire accounting function of MRS Inc., a subsidiary of Metropolitan Medical Center.
EDUCATION B.S. Accounting-University of Kentucky 1981 .
References available upon request.
Name: Jason Coffel
HomePhone: 763-420-1097
WorkPhone: 612-973-2796
Email: coffel19@yahoo.com
Date: 04 Dec 2001
Time: 09:43 PM
My resume will come as an e-mail attachment.
thanks, jac
Name: Matt Saunders
HomePhone: 651-773-8748
WorkPhone: N/A
Email: taz3908@hotmail.com
Date: 05 Dec 2001
Time: 03:23 PM
Matthew Saunders, CPA 1855 Furness Street, #107 Maplewood, MN 55109 Home: (651) 773-8748
Education: University of North Dakota, Grand Forks, ND Bachelor of Accountancy, December 1996 White Bear Lake High School, White Bear Lake, MN General coursework, June 1991
Experience: McGladrey & Pullen LLP, Minneapolis, MN Tax Supervisor, January 2001 – December 2001 -Responsible for reviewing tax returns -Preparation of tax provisions for large corp's -Involved in college recruiting process
Wipfli Ullrich Bertelson LLP, Chippewa Falls, WI Staff Accountant, July 1999 – January 2001 -Prepared wide variety of income tax returns -Performed occasional compilations and reviews -Completed occasional bank limited examinations
Kennedy and Coe LLC, Lamar, CO Staff Accountant, January, 1997 – June, 1999 -Extensive agricultural tax work -Assisted financial group with limited exams -Network administrator of office
Computer Skills:
Extensive knowledge of:
MS Office, ProSystem FX, GoSystem Audit, GoSystem Tax, Assetkeeper, Fas Encore, 1099- Etc., CCH Tax Research, T-Value, BNA Tax Planning, BNA Depreciation, FedMinn
Working knowledge of:
Quicken/Quickbooks, Great Plains software, TurboTax, CPASoftware, Peachtree, Lotus Notes Databases
Activities/ Former US Army Reserve member, Accomplishments: Distinguished Honor Graduate-Patient Administration Specialist School, Pilot’s License, UND Dean’s list, Current student of Master of Business Taxation program at University of Minnesota
References: Available upon request
Name: Lora Jones
HomePhone: 952-935-6405
WorkPhone: 952-938-3442
Email: jonesla@mninter.net
Date: 08 Dec 2001
Time: 12:37 PM
LORA A. JONES 13418 Minnetonka Boulevard Minnetonka, Minnesota 55305 (952) 935-6405
Objective A position which utilizes my computer, administrative and accounting skills. Summary of Qualifications Excellent analytical and communications skills. Practical and theoretical background in all aspects of accounting. Proficiency in multiple spreadsheet, database, word processing, accounting and desktop publishing applications on diverse platforms. Employment 2000-2001 John Ireland School Hopkins, Minnesota Business Manager • Forecast revenues and expenses and partner with Finance Committee and Executive Officers to prepare annual budget • Prepare tuition invoices, monthly financial statements, bank reconciliations and management reports • Research and design salary matrices, administer employee benefits and process payroll • Manage cash and investment accounts, accounts payable and receivable • Designed and implemented internal controls and partnered with Finance Committee and Executive Officers in the design and implementation of an investment policy 2001 MILE Minneapolis, Minnesota Office Manager • Supervise four employees, contract for products and services and serve as primary contact for vendors with respect to products and billing • Prepare brochures and marketing letters and interface with course chairs and Executive Director regarding format, content and design • Redesigned brochure, rewrote form letters and created macros to link DOS-based registration program to documents generated in Word 2000 Rasmussen College Minnetonka, Minnesota Adjunct Instructor • Taught intermediate and advanced Word and Introduction to Microsoft Office 1994-2000 Hanson Lulic & Krall Minneapolis, Minnesota Finance Manager • Prepared client billings, monthly financial statements, management reports, bank reconciliations and sales tax returns • Assisted public accountant with the preparation of income tax returns • Developed and implemented audit procedures for the firm's trust accounting, time entry and billing functions. • Designed and constructed a comprehensive employee benefits database and tracking system for non-billable time. • Served as project manager for two computer hardware and software upgrades and a telecommunications installation. 1986-1994 Hanson Lulic & Krall Minneapolis, Minnesota Systems Administrator/Legal Secretary • Developed and programmed macros to facilitate document preparation, created and maintained client and expert witness database and compiled and maintained digital forms library • Devised and presented an improved method of generating tables of authorities to local users group. Education Enrolled Metropolitan State University St. Paul, Minnesota Master of Business Administration, projected completion June, 2002. Marilyn T. Bryant Endowed Scholarship 1983 Duluth Business University Duluth, Minnesota Certificate, Legal Secretarial Program. Valedictorian 1978 Carleton College Northfield, Minnesota Bachelor of Arts, English Literature. .
Name: Hooi Li Doo
HomePhone: 906-786-5314
WorkPhone:
Email: hooilidoo@yahoo.com
Date: 12 Dec 2001
Time: 10:05 AM
COVER LETTER
2547 Lake Shore Drive Escanaba Mi 49829 Tel: 906-786-5314 Email Account: hooilidoo@yahoo.com
Dear,
I received a Master Degree in Technology Management in July 2001 and since then have been in a full time position at York Telecom Corporation under an Optional Practical Training Program. This is a complement to the academic work at the University of Maryland and can last up to 1 year. I can be available for employment at any time and could relocate if necessary. The special record keeping requirements at your company would be an attractive challenge for me. I believe I can use my financial education, past accounting experience and recent IT degree to good advantage at your firm. I will do my best for the company and hope for a successful career there. I am including a short explanation of the reasons for the number of countries where I have worked and studied as listed in my resume. My early schooling in Malaysia was first in Chinese schools, then Malay and finally in English high schools. For college I selected Glasgow University in Scotland to improve my English and then returned to Kuala Lumpur, Malaysia to work. When I found I needed more English exposure I moved to work in Singapore and after two years there I was able to take time for graduate work. Again, to further my English study I selected USA and the University Of Maryland. My studies here and the internship have helped me very much and now I would like to work here in the USA. If you wish to furnish a name and telephone number, I will call to arrange an interview at your convenience.
Sincerely,
Hooi Li Doo
================================================================ RESUME
Hooi Li Doo Address: 2547, Lake Shore Dr, Escanaba, MI 49829 Telephone Number: 906-786-5314 Email Address: Hooilidoo@yahoo.com
OBJECTIVE: · To obtain a financial analyst or an accounting position in a technology environment with opportunity to continue my accounting and financial experience.
SUMMARY OF QUALIFICATION · Substantial public account preparation and financial analysis experience (Accounting, auditing, costing and financial emphasis). · Experience with research projects, including written analysis (reports) and oral briefing i.e. presentation. · Proven interview and communication skills, dealing with international clientele and multilingual coworkers. · Ability to partner with key customers across a variety of business' disciplines. · Self-motivated, detail and organization oriented, able to set priorities and implement decisions and meet deadlines. · Excellent organizer with solid planning and problem-solving skills. · Adapts easily to new work situations and responsibilities. · A dedicated team player committed to providing high quality support and excellent problem-solving skills to all assigned tasks. · Demonstrated expertise in computer skills and providing solutions for customers.
PROFESSIONAL SKILLS AND EXPERIENCE 1. Accounting service and financial analysis: · Providing full set of accounting services from A/P, A/R, Cash Book and General Ledger to Financial Statement for diverse business settings. · Use of accounting computer package to manage all accounting functions for various sizes of companies from different industries. · Conducted auditing program for different industries including a few million-dollar revenue clients. · Served on audit team to analyze clients' financial ability and profitability, identify business operation and control risk, interpret data and utilize information to develop business solution (a clear, concise and insightful financial report) and present recommendation to management. · The other auditing services included review of client accounting control system and operating processes. · Played a role in revitalizing and reestablishing financial reporting systems for troubled companies.
2. Computerized Application · Demonstrated proficiency with office technology products including MS Word, PowerPoint and Internet Research; experienced in Lotus 123, Excel and MS project 98. · Produced financial statements and audited annual reports compliant with Public Accounting Standard by using Lotus 123 and MS Word. · Customized auditing data collection worksheets based on auditing requirements using Excel or Lotus 123 for audit test and analysis purpose. · Utilized window based application to assist Account managers and Network Solution Consultants and prepared all types of documentation related to sales project. There were contract or project work sheets, technical write-ups, sales reports and technical manual and cover page design. Assisted in producing sales quote including a few up to million sales to federal agencies. · Used MS Project 's Grantt Chart to monitor and track assigned graduate course class projects. · Experience in creating budget and resource allocation tables and various types of chart for in-class coursework and projects.
3. Project Management / Coordination of departments · Selected to Coordinate departmental process for sales projects working directly with account manager, Contact Officers, Network Solution Consultants, Network engineers and filed Resource Officers for monitoring sales up to $1 million for federal government.
4. Office and Administrative Management · Maintained Office expense account and managed all office and customer service functions with full authority from VP of sales in Federal Sales Office.
EMPLOYMENT HISTORY · Receptionist and Office administrator, York Telecom Corporation, Landover, MD, 3/2001 to 10/ 2001 · Audit Semi Senior, C.C. Yang & Co, Singapore, 1997 to 1998 · Audit Semi Senior, Battchoo & Co, Kuala Lumpur, Malaysia, 1995 to 1996 · Account Assistant, Leo Management & Consultant Services, Kuala Lumpur, Malaysia, 1991 to 1992
EDUCATIONAL EXPERIENCE Relevant Coursework: · Experienced with Instituted financial methods in project investment studies, performed cost and financial analysis for an assigned company and established cash flow and resource allocation budget in system acquisition class project. · Use of real companies' information to study industry situation, develop a marketing plan to introduce a series of business development initiatives and provide a presentation of the plan. · Participated in a management group project, responsible in presenting cash flow budget, material and labor allocation chart and table, organizing the project work breakdown structure and arranging the project time frame. · Teamed up with a group of diverse classmates in a group project with a new start-up technology company in Columbia, MD to conduct market research for its three planned products in future. The responsibility included phone call interview, collection and analysis of data from Internet research and industry journals, business risk analysis, provided recommendation in order to raise capital, involving in professional market research report writing and participated in presentation to the client.
EDUCATION · Master in Technology Management, Major in Technology System Management University of Maryland University College, College Park, MD, July 2001 -Relevant area of studies: Financial Management for technology managers, Strategic Management of technology and innovation, System Analysis and Operation Research, Project Management, Operation Management and Organizational Communications & Group Development
· Bachelor of Accounting and Finance, Minor in Finance, University of Glasgow, Scotland, July 1995 -Relevant area of studies: Accounting I/II/III, Cost accounting, International Financial Management, Advance Financial Theory and Financial Statement Analysis.
LANGUAGE . Mandarin (Chinese), English and Malay
FOREIGN TRAVEL · As an interest, I have enjoyed extensive travel around the world. This has enabled me to expand my outlook on life from the varied experiences.
REFERENCES · Available upon request.
Name: Dave Hatfield
HomePhone: 651
WorkPhone:
Email:
Date: 13 Dec 2001
Time: 11:20 AM
Name: Dave Hatfield
HomePhone: 651-604-0233
WorkPhone:
Email:
Date: 13 Dec 2001
Time: 11:21 AM
Name: Dave Hatfield
HomePhone: 651-604-0233
WorkPhone:
Email: dav
Date: 13 Dec 2001
Time: 11:22 AM
Name: Dave Hatfield
HomePhone: 651-604-0233
WorkPhone:
Email: DaveHatfield@mediaone.net
Date: 13 Dec 2001
Time: 11:31 AM
Name: David Waggoner
HomePhone: 952-432-1816
WorkPhone: 651-227-7847
Email: DavidW56@Juno.com
Date: 28 Dec 2001
Time: 08:14 AM
I am looking at the Accounting Manager position in the Western Suburbs. I believe you have my resume on file. If not please let me know and I will send one. Thank you
Name: Joe Marsh
HomePhone: 651-481-8282
WorkPhone:
Email: w10084jamrsh@hotmail.com
Date: 11 Jan 2002
Time: 03:34 PM
JOSEPH A. MARSH 3107 Arcade Street Little Canada, Minnesota 55109 651-481-8282 w10084jmarsh@hotmail.com
POSITION Human Resources-Training, Sales Engineer, Development, Staffing, Recruiting, Consulting
SKILLS AND ABILITIES
Communication: -Have extensive experience in small and large group presentations. -Weekly use of Power Point software.
Training and Curriculum Development: -Recruited, trained and monitored dozens of volunteers for various projects, boards and committees. -Responsible for yearly staff training materials. -Developed leadership and other training materials for staff and volunteers.
Management and Finances: -Responsible for creation and updating of policy and procedure manual. -Supervised a staff of twelve (directly and through others). -Co-developed and managed a $1,000,000 yearly budget. -Responsible for formal and informal yearly staff evaluations. -Involved in two capital fund raising events for $1.5 million and $2.6 Million.
Love to Learn: -Avid reader. -Self motivated learner. -Interested in anything that will improve personal skills or improve work.
EDUCATION
CONCORDIA COLLEGE - Masters Degree - 1976 CONCORDIA TEACHERS COLLEGE - Bachelor of Arts in Education & Psychology – 1972
MILITARY EXPERIENCE:
UNITED STATES MARINE CORPS - Honorable Discharge -1966 to 1970 -Experienced as a Calibration Technician attached to the Air Wing.
PROFESSIONAL EXPERIENCE:
1976-1979 Pastor in Alta, Iowa, 350 person congregation 1979-1983 Assistant Pastor in York, Nebraska, 1200 person congregation and 200 pupil Day School 1983-2001 Associate Pastor in Antigo, Wisconsin, 1500 person congregation and 180 pupil Day School
EXCELLENT REFERENCES
Provided upon request.
Name: Steve Phan
HomePhone: 281-772-3550
WorkPhone: 281-772-3550
Email: steve_phan@hotmail.com
Date: 14 Jan 2002
Time: 10:13 PM
Good Day,
Attached please find my resume outlining my extensive experience in physical and financial risk analytics in Natural Gas, VaR, Nymex price forecasting analysis, and equity and third party gas scheduling.
I have seven years of natural gas experience ranging from gas control, contract administration, risk analysis, and VaR analysis. Also, I have the pleasure of working at Chevron U.S.A. Production Company, Cabot Oil & Gas Marketing Corp., Energy U.S.A. - Nisource, and Enron Corp. .
Thank You in advance for considering my resume. I can be contact at 281-772-3550 for an interview.
Sincerely, Steve Phan
Education Bachelor of Science in Economics University of Houston University Park; Houston, Texas August 1990
Software Skills • GasMan •GasLink • MS Excel Lotus 1-2-3 • MS Access • MS Word • Windows 95 • Windows 98
Professional Experience Enron Corporation, Houston, Texas Oct 2001 to Present Senior Options Transaction Support Specialist
• Position reports to Director of Risk Analysis. • Monitor exotic options book for gas and power. • Interface with options desk providing gas and power portfolio risk exposure. • Comment on gas and power options valuation fluctuations.
Energy U.S.A. TPC, Houston, Texas Sept 2000 to Oct 2001 Options and Futures Risk Analyst
• Position reports to Manager of Risk and acts as such in Managers absence. • Responsible for maintaining a high level of quantitative risk measurement techniques and internal controls over a briskly paced physical and financial trading energy portfolio for natural gas. • Interaction with physical and financial traders, senior management and systems personnel. • Develop and maintain company's futures and options book and optimize transactions as appropriate. • Interface with trading group to ensure proper recording of financial transaction information. • Monitor companys exposures. • Produce and review all daily risk positions and check out reports for accuracy and completeness. •Monitor and validate all curves and make changes to reflect market prices. • Understand complex structured transactions in order to explain daily P & L fluctuations and to ensure proper Mark to Market valuation. • Monitor trader compliance with risk management policies.
Cabot Oil and Gas Marketing Corporation, Houston, Texas May 1998 to August 2000 Gas Control Representative / Trading Analyst • Act as a liaison between marketing and revenue accounting. • Communicate with Revenue accounting and Treasury group regarding monthly cash position. • Manage daily brokered and hedged position. • Schedule well-head, plant tailgate, and transported gas sales. • Manage transportation, nomination, and well imbalance. • Accrual for all equity and brokered purchased and gas sales. • Responsible for forecasting directions of natural gas prices.
ZuZu Handmade Mexican Food Restaurant, Houston, Texas November 1994 to April 1998 General Manager • Responsible for daily operation of front and back of the house. • Negotiated lease contract, master franchise agreement, and vendor contract price agreement. • Managed 40 front and back of the house employees, 3 assistant managers, and a chef. • Achieved a 10 percent net profit by maintaining a 25 percent controllable and 30 percent food cost.
Chevron U.S.A. Production Company, Houston, Texas October 1990 to October 1994 Production Gas Control Analyst • Responsible for gas control activity in the Anadarko and Mid-Continent area. • Scheduled and monitored well-head gas sales. • Resolved imbalance among interest owners. • Communicated with Revenue accounting regarding pipeline allocation. ¨ Assisted gas engineering performing economic analysis on new wells
Name: Craig B. Metcalf
HomePhone: 320 255-5359
WorkPhone:
Email: CraigMetcalf@msn.com
Date: 16 Jan 2002
Time: 03:49 AM
CRAIG B. METCALF 3125 Maine Prairie Rd. #107 St. Cloud, MN 56301 (320) 255-5359
EDUCATION Macalester College 1600 Grand Ave. St. Paul, MN 55105 • Bachelor of Arts degree received 1994 • Psychology major, Philosophy minor
WORK EXPERIENCE Behavioral Health Associate, St. Cloud Hospital, St. Cloud, MN 56303 • Facilitate unit programming, computer transcription of physician’s orders • September 1998 - present
Counselor I, Omegon of Minnesota, Minnetonka, MN 55305 • Support mentally ill and chemically dependant adolescents in working on emotional and behavioral goals in therapeutic groups and activities • April 1996 – September 1998
Behavior Observation Assistant, St. Cloud Hospital, St. Cloud, MN 56303 • Provide one to one observation of patients in the Mental Health Unit • 1996 – 1997; June 1998 – September 1998
Product opener/checker, Herberger’s Distribution Center, Sartell, MN56377 • Count and verify merchandise • June 1995 – April 1996
Salesperson, Kokesh Athletic and Golf, Plymouth, MN 55447 • Customer assistance in the golf department • September 1994 – December 1994
CERTIFICATIONS • CPR and First Aid certified • Completed Medication Administration Training • Attended Aggression Management and Prevention class
REFERENCES • Available upon request
CRAIG B. METCALF 3125 Maine Prairie Rd. #107 St. Cloud, MN 56301 (320) 255-5359
REFERENCES Deb Stueve, Director of Behavioral Health St. Cloud Hospital 1406 6th Ave North St. Cloud, MN 56303 (320) 251- 2700 ext. 53201
Andy Ewald, Assistant Program Director Omegon of Minnesota 2000 Hopkins Crossroad Minnetonka, MN 55305 (612) 541-4738
Jim Draper, Manager Herberger’s Distribution Center 209 12th Ave. East Sartell, MN 56377 (320) 251-1946
*Since the closing of Herberger’s Distribution Center, Jim Draper can now be contacted at: Czarnetzki Hardware Hank Sauk Rapids, MN. (320) 251-5383
Name: Steve Phan
HomePhone: 281-412-6287
WorkPhone: 281-772-3550
Email: steve_phan@hotmail.com
Date: 17 Jan 2002
Time: 09:56 AM
Education Bachelor of Science in Economics University of Houston University Park; Houston, Texas August 1990
Software Skills • GasMan •GasLink • MS Excel Lotus 1-2-3 • MS Access • MS Word • Windows 95 • Windows 98
Professional Experience Enron Corporation, Houston, Texas Oct 2001 to Dec 2001 Senior Options Transaction Support Specialist
• Position reports to Director of Risk Analysis. • Monitor exotic options book for gas and power. • Interface with options desk providing gas and power portfolio risk exposure. • Comment on gas and power options valuation fluctuations.
Energy U.S.A. TPC, Houston, Texas Sept 2000 to Oct 2001 Options and Futures Risk Analyst
• Position reports to Manager of Risk and acts as such in Managers absence. • Responsible for maintaining a high level of quantitative risk measurement techniques and internal controls over a briskly paced physical and financial trading energy portfolio for natural gas. • Interaction with physical and financial traders, senior management and systems personnel. • Develop and maintain company's futures and options book and optimize transactions as appropriate. • Interface with trading group to ensure proper recording of financial transaction information. • Monitor companys exposures. • Produce and review all daily risk positions and check out reports for accuracy and completeness. •Monitor and validate all curves and make changes to reflect market prices. • Understand complex structured transactions in order to explain daily P & L fluctuations and to ensure proper Mark to Market valuation. • Monitor trader compliance with risk management policies.
Cabot Oil and Gas Marketing Corporation, Houston, Texas May 1998 to August 2000 Gas Control Representative / Trading Analyst • Act as a liaison between marketing and revenue accounting. • Communicate with Revenue accounting and Treasury group regarding monthly cash position. • Manage daily brokered and hedged position. • Schedule well-head, plant tailgate, and transported gas sales. • Manage transportation, nomination, and well imbalance. • Accrual for all equity and brokered purchased and gas sales. • Responsible for forecasting directions of natural gas prices.
ZuZu Handmade Mexican Food Restaurant, Houston, Texas November 1994 to April 1998 General Manager • Responsible for daily operation of front and back of the house. • Negotiated lease contract, master franchise agreement, and vendor contract price agreement. • Managed 40 front and back of the house employees, 3 assistant managers, and a chef. • Achieved a 10 percent net profit by maintaining a 25 percent controllable and 30 percent food cost.
Chevron U.S.A. Production Company, Houston, Texas October 1990 to October 1994 Production Gas Control Analyst • Responsible for gas control activity in the Anadarko and Mid-Continent area. • Scheduled and monitored well-head gas sales. • Resolved imbalance among interest owners. • Communicated with Revenue accounting regarding pipeline allocation. ¨ Assisted gas engineering performing economic analysis on new wells
Name: Mike Sauve
HomePhone: 651-452-9613
WorkPhone: 651-452-9613
Email: msauve@mediaone.net
Date: 23 Jan 2002
Time: 02:46 PM
I am interested in the Accounting Supervisor position - southern suburbs or any Analyst or Senior Accounting position either perm or temp.
Please see attached resume and call me at 651-452-9613. I will send resume as a seperate e-mail in word format.
Thank you,
Mike Sauve
Name: Lonnie Wiessenberger
HomePhone: 651-322-5664
WorkPhone:
Email: lolaju2@hotmail.com
Date: 23 Jan 2002
Time: 06:51 PM
RE: IS Auditor opportunity
Introduction
Areas of expertise include process analysis, strategic planning, requirements documentation, technical writing, project management, interpersonal communication and team leadership. Recognized for a standing commitment to quality, lifelong learning, family values and customer service.
Strengths Demonstrated ability to assess and appropriately adapt to new business issues and professional situations. Ability to work independently as well as in a team setting and manage personal workload. Understand and believe that proper research, quality control and active customer participation are critical components of any business project. Known for bringing an unpretentious approach to addressing business and technical issues.
Professional History GMAC-RFC 1998-2001 Deluxe Corp./ PaperDirect 1996-1998 Andersen Consulting LLP. (Accenture) 1994-1996
Career Highlights
Enterprise Change Administrator (GMAC-RFC)
Responsible for directing the Enterprise Change Management (ECM) process which monitored all proposed technology and data changes for compliance to enterprise quality standards. Directed weekly change-review meetings, quarterly change-process reviews and participated in ongoing enterprise quality control efforts. Developed process training and promotional materials; change-process documentation, and maintained timely advisory content on the ECM intranet website.
Technical Analyst (GMAC-RFC)
Telephone and desktop support of Windows 9.x/NT workstations and applications (proprietary / off-shelf). Assisted network administration teams with account creation and management. Utilized Tivoli-Expert Advisor to document all support calls. Confirmed the satisfaction of the customer before closure of any call.
Software Project Management / Technical Writer (Deluxe Corporation) Participated in the design of product support software serving external / internal customers. Developed internal process and end-user help documentation. Management Analyst (Andersen Consulting, LLP.) Performed Trend Analysis / Statistical Reporting for client/server call center. Provided telephone and desktop support of Windows 9.x/NT workstations and applications (proprietary / off-shelf). Developed intranet website containing system reports, application and business process information. Technologies Microsoft: Windows 9.x / NT; Office; Word; Excel; PowerPoint, FrontPage; Visio; Windows Admin tools. Tivoli: Expert Advisor; Remote Control Agent. Symantec: Norton Systemworks; AntiVirus; Ghost; WinFax; PC Anywhere. PeopleSoft: Time and Labor. E-Help: RoboHelp. Adobe: Photoshop; Acrobat. Concepts And Training Project Management following PMI Guidelines (goal to become PMI Certified) Familiar with common Quality Assessment and Control methods. Comfortable with basic network architecture and software development cycle. Skilled at building Windows-based systems for home users. Education Bachelor of the Arts (BA) Technical Journalism (major) / Psychology (minor) Colorado State University - Fort Collins, CO
Name: Cheir Young
HomePhone: 651-554-1150
WorkPhone:
Email: cheirharmonie@yahoo.com
Date: 24 Jan 2002
Time: 04:59 PM
CHEIR HARMONIE YOUNG - (651) 554-1150 - cheirharmonie@yahoo.com
OBJECTIVE: To acquire long-term employment with an established company in which I will contribute significantly to the process of administration.
PROFILE: * Proficient in accounting, human resources, and administrative functions. I also posses exceptional knowledge of commercial and residential property management. * Skilled in staff development, motivation, training, and employee retention as well as the creation and implementation of policies and procedures. Complete benefits and payroll administration. * Superior communication, organization, and supervisory skills and the ability to coordinate multiple projects and priorities effectively between departments. * Experienced in problem analysis and resolution and developing new techniques to improve the efficiency of routine procedures and enhance productivity. * Continually recognize and communicate to management when opportunities arise in functional areas to exceed customer expectations, improve financial results, and the total company culture.
EXPERIENCE: SR. OFFICE MANAGER SANDER & COMPANY, INC. Accounting: Processed A/P and A/R, forecasting, produced and utilized profit and loss reports, reconciled bank statements, maintained general ledger, and prepared financial statements. Processed payroll (QuickBooks), prepared and filed payroll taxes, W2’s, and 1099’s. Completed year end and month end closing, prepared annual budget, and worked with CPA for taxes and audits. Human Resources: Administered benefits, processed workman’s compensation and unemployment claims, recruiting and performance of new hire orientation, handled employee relations, and created and implemented policies and procedures. Property Management: Conducted leasing, screened potential tenants, originated leases, and negotiated renewals. Generated monthly billing and rent roll, filed Unlawful Detainers, and produced CRP’s. Supervised Property Manager and maintenance staff. Reconciled year-end and determined new CAM charges, handled insurance policies, assisted clients with office relocation and space planning, and facilitated local marketing. * Brought to date the accounting and human resources departments which were 8 months behind on processing of account reconciliation’s, payroll tax filing and payments, A/P, year end closing for previous year, filing, lease renewals, and CAM billing. * Responsible for all accounting functions and management of human resources.
ASSISTANT TO THE CFO & THE VP OF HR F&M FINANCIAL SERVICES, INC. Accounting: Processed A/P and A/R, produced profit and loss reports, reconciled bank statements, and maintained general ledger. Processed payroll (ADP), prepared financial reports for Officers, and provided assistance with annual budgets, taxes, and audits. Human Resources: Benefits administration (Medical, Dental, 401K, 125H & Profit Sharing), participated in recruiting process, performed new hire orientation, identified training needs, and conducted weekly training sessions. Supervised receptionist and temporary employees, handled employee relations, and reinforced Policies & Procedures. * Coordinated and managed the development of a Disaster Recovery plan for 14 locations. * Responsible for management assistance and miscellaneous issues in support of 200 employees. * Reduced office supply and equipment expenses by 47%.
OFFICE MANAGER JEBCO GROUP, INC. Accounting: Processed A/P and A/R, reconciled bank statements, maintained general ledger, prepared financial statements and reports, and assisted with budgets. Human Resources: Trained and supervised temporary employees, tallied time sheets, and handled employee issues. Property Management: Marketed and leased residential and commercial properties, screened potential tenants, administered Section 8 and HRA, and originated leases and negotiated renewals. Generated monthly billing, filed Unlawful Detainers, generated CRP’s, and supervised 3 maintenance employees and 4 caretakers. Other: Managed office supply inventory, equipment maintenance, and building security as well as handle insurance policies for all properties. * Successfully researched and resolved customer complaints ensuring customer satisfaction therefore increasing tenant retention. * Assisted Property Manager in day to day operations while learning to implement strategies for increased success in negotiating and closing commercial leasing contracts.
ACOUNTING/HUMAN RESOURCES ASSISTANT SIMONS ENGINEERING, INC. Accounting: Reconciled bank accounts, processed A/P and A/R, approved expense reports, and handled tuition reimbursements. Prepared business proposals. Human Resources: Benefits administration (Medical, Dental & 401K), arranged advertising for open positions and communicated with employment agencies, wrote job descriptions, screened resumes, and assisted management with interviewing and hiring decisions. Conducted new hire orientation, and set up relocation packages and corporate housing for new employees. Implemented policies and procedures, set up training seminars for Engineers, and maintained company organization chart. Supervised entry level administrative staff and temporary employees. Other: Managed office supplies, equipment maintenance, and office security. Assisted the President and Vice President. * Utilized Excel to create complex spreadsheets for Accounting and Human Resources.
ACCOUNTING / HUMAN RESOURCES ASSISTANT QI INTERNATIONAL Accounting: Processed A/R, billing, collections, and provided assistance to the Controller with month end reports and reconciling accounts. Human Resources: Assisted with benefits administration, recruiting, and new hire orientation. Other: Ran busy switchboard, assisted the information processing with proofreading, and performed general administrative tasks. Managed office supplies, equipment maintenance, and security. * Proficiently performed the Office Managers responsibilities for three months in their absence.
TRAINING: I anticipate receiving my Bachelor’s degree in Accounting next year. In addition to pursuing a degree part time, I have attended the American Institute of Banking and Saint Paul Technical College for classes such as Principles of Banking and receiving general secretarial/administrative training. Numerous professional development seminars completed in the areas of supervision and management of employees as well as computer training for advanced Excel, Word, and QuickBooks.
ADDITIONAL: Proficient in a wide range of computer programs including advanced Excel, Word, QuickBooks, and ADP skills. Also, experienced with Traverse, Great Plains, PowerPoint, Visio, Quicken, Credit Commander, BankerInsight, and Fire 2000. Typing speed of 65 wpm and 10-key of 13,500 kph.
Name: Ray Goebel
HomePhone: 765 559 6613
WorkPhone:
Email: rgoebel@usinternet.com
Date: 25 Jan 2002
Time: 01:58 PM
rgoebel@usinternet.com 763-559-6613 612-868-3073 Ray Goebel Objective Programmer Analyst- Unix Administrator Experience May 2000 to Oct 2001 Siemens EMIS Brooklyn Park MN. Software Engineer * Solved Customer problems by debugging code. * Coordinated work of other engineers.. * Conducted and reported on Customer Status Meetings * Performed Sun Solaris and IBM Aix System Administration.
1997-2000 Datatrend Technologies Minnetonka MN Software Operations Manager * Managed IBM S/1 to RISC 6000 Conversion Project. * Interviewed, hired and evaluated software engineers. * Implemented training course for IBM licensed product. * Installed HACMP, High availability RISC clusters. * Programmed in C.
August 1996 August `1997 Contract Programmer * Embedded C and Assembler * Honeywell Military Avionics C, HPUNIX FFT Laser Radar Echo Processing. * Shadin Avionics 80C51 Polynomial curve fit. Turbo C fuel flow simulator. * Honeywell CASPO 80960, C FAA D0178 B Inertial Navigation test.
1978-1996 Control Data Corp purchased by Siemens . Software Engineer * Small Group Lead, Warranty Support. * Development Programmer, FTN, M68000, C, UNIX. * Site Analyst, Getty Refinery, Pratt & Whitney, DuPont Chambersworks. Education . * Lehigh University Bethlehem PA ,BA * IBM AIX 4.1 and HACMP Professional Certifications Professional Organizations IEEE, and IEEE Computer Society
Name: Ray Goebel
HomePhone: 763 559 6613
WorkPhone:
Email: rgoebel@usinternet.com
Date: 25 Jan 2002
Time: 01:59 PM
rgoebel@usinternet.com 763-559-6613 612-868-3073 Ray Goebel Objective Programmer Analyst- Unix Administrator Experience May 2000 to Oct 2001 Siemens EMIS Brooklyn Park MN. Software Engineer * Solved Customer problems by debugging code. * Coordinated work of other engineers.. * Conducted and reported on Customer Status Meetings * Performed Sun Solaris and IBM Aix System Administration.
1997-2000 Datatrend Technologies Minnetonka MN Software Operations Manager * Managed IBM S/1 to RISC 6000 Conversion Project. * Interviewed, hired and evaluated software engineers. * Implemented training course for IBM licensed product. * Installed HACMP, High availability RISC clusters. * Programmed in C.
August 1996 August `1997 Contract Programmer * Embedded C and Assembler * Honeywell Military Avionics C, HPUNIX FFT Laser Radar Echo Processing. * Shadin Avionics 80C51 Polynomial curve fit. Turbo C fuel flow simulator. * Honeywell CASPO 80960, C FAA D0178 B Inertial Navigation test.
1978-1996 Control Data Corp purchased by Siemens . Software Engineer * Small Group Lead, Warranty Support. * Development Programmer, FTN, M68000, C, UNIX. * Site Analyst, Getty Refinery, Pratt & Whitney, DuPont Chambersworks. Education . * Lehigh University Bethlehem PA ,BA * IBM AIX 4.1 and HACMP Professional Certifications Professional Organizations IEEE, and IEEE Computer Society
Name: William Lynch
HomePhone: 952.470.9780
WorkPhone: 952.936.5066
Email: bill.lynch@fingerhut.com
Date: 28 Jan 2002
Time: 10:23 AM
Resume has been sent via attachment to e-mail.
Name: Jason Eckmann
HomePhone: 763-576-1162
WorkPhone:
Email: eck45@hotmial.com
Date: 29 Jan 2002
Time: 11:52 PM
Name: Jason Eckmann
HomePhone: 763-576-1162
WorkPhone:
Email: eck45@hotmail.com
Date: 29 Jan 2002
Time: 11:52 PM
Name: Tim Daniels
HomePhone: 218-575-2092
WorkPhone: 218-575-2092
Email: bdani@brainerd.net
Date: 30 Jan 2002
Time: 11:00 AM
Tim J. Daniels 31938 18th Ave Cushing, MN 56443 218-575-2092 bdani@brainerd.net
OBJECTIVE To continue my professional career utilizing my past experience in business and accounting.
JOB HISTORY Retirement Planner CitiStreet Roseville, MN Start Date 02/2001 Plan, sell and service Teacher's 403(b)Annuities in central MN. Includes Mutual Funds, Life Insurance, IRA's, Long Term Care, and Education 529 Plans. Conducted Compliance Calculations and held New Tax Law Workshops in Brainerd and Little Falls School Districts.
Insurance Agent Farm Bureau Financial Services Brainerd, MN Start Date 12/1999 End Date 02/2001 Sell and service Property/Casualty, Life Insurance, Mutual Funds, IRA's, Long Term Care and Education Funding. Utilized digital camera and IBM computer equipment. Reviewed accounts for approximately 150 clients.
Controller Dondelinger Chevrolet Brainerd, MN Start Date 09/1996 End Date 12/1999 Controller for five GM Dealerships in Central MN. Responsible for all Accounting and Financial functions. Full charge of Human Resources, Computer maintenance, and Capital Assets. Set up 401(K) Program. Supervised five Office Managers and twelve Office Employees. Assisted in Budget Development Control and Reporting. Set up Accounts Payable and Accounts Receivable System.
Controller Scharber & Sons, Inc. Rogers, MN Start Date 09/1977 End Date 09/1996 Controller for large John Deere Dealership in Central MN. Responsible for all accounting procedures through year-end, including reconciling inventories, payroll, and monthly financial reports. Established lines of credit with banks and vendors. Managed Human Resources and initiated company 401K plan.
EDUCATION Business BA Valley City State University Date Completed: 05/1975
Mathematics BA Valley City State University Date Completed: 05/1975
CERTIFICATES/LICENSES Life/Accident/Health Insurance License Date Completed: 12/2000 State of MN , Dept of Commerce State: MN Property/Casualty Insurance License Date Completed: 12/2000 State of MN , Dept of Commerce State: MN Variable Annuities License Date Completed: 12/2000 State of MN , Dept of Commerce State: MN
SKILLS Experience in Insurance, Management, Accounting and Sales.
Name: Scott Andreson
HomePhone: 415-572-7057
WorkPhone: 415-732-5620
Email: andresonscott@hotmail.com
Date: 31 Jan 2002
Time: 05:52 PM
SCOTT A. ANDRESON
226 RITCH STREET, #103 SAN FRANCISCO, CA 94107 415.572.7057 ANDRESONSCOTT@HOTMAIL.COM
Employment 2000- Current FITCH, INC, San Francisco, CA Associate Director Public finance bond rating analyst. Formal credit analysis of tax-backed, revenue, project finance, land-secured and global power transactions. Review public and private sector financial statements in depth. Local and regional economic analysis and forecasting. Develop debt analysis ratios and stress models. Client development, retention, and account management. Prepare reports and press releases of bond security for institutional/retail investors.
1996 - 2000 MORRISON & FOERSTER, LLP, San Francisco, CA Regulatory Analyst/Legal Research Assistant Research telecommunication and energy regulatory positions; monitor legislation. Legal and public policy research. Review, summarize and analyze evidentiary, legislative and legal material.
1997 FIELD RESEARCH INC., San Francisco, CA Survey Supervisor Provide professional marketing surveys and public opinion polling. Research and analyze commercial marketing and public policy. Analyze and prepare statistical presentation of questionnaire results.
1993 - 1996 UPPER GREAT PLAINS TRANSPORTATION INSTITUTE, Fargo, ND Research Assistant Analysis of regional and local transportation issues. Formulate data into a publishable format using a variety. of computer and statistical skills. Publish monthly and annual grain movement logistic reports.
Education University of Southern California, School of Policy, Planning & Development Master of Public Administration; Certificate of Merit
North Dakota State University Bachelor of Science, History; With Honors
Publications Fitch Investor Credit Reports & Press Releases, 2000- Current North Dakota Grain and Oilseed Transportation Statistics, 1993 - 1996 Annual North Dakota Elevator Marketing Report, 1993 – 1996
References References and letters of recommendation available upon request
Name: Kevin Broderick
HomePhone: 201-967-7263
WorkPhone: 201-446-0265(cell)
Email: kevin.broderick2@verizion.net
Date: 01 Feb 2002
Time: 09:46 AM
Kevin Broderick Resourceful, results-oriented accounting professional whose diverse background, encompassing operations and information technology as well, predicts continued success
PROFESSIONAL PROFILE o Extensive experience in progressively challenging positions, requiring full spectrum of accounting expertise. o Solid analytical, quantitative and computer aptitude, balanced by highly developed interpersonal, organizational and communication skills. o Demonstrable history of assessing organizational goals, considering numerous options and implementing proactive solutions. o Accustomed to managing multiple tasks simultaneously, within stringent time and budgetary constraints. o Reputation for diligence, follow-through and dedication to quality outcomes.
EXPERIENCE HIGHLIGHTS Finance/Accounting · In various positions: ¨ Prepared monthly financial statements with comparatives and budget variances. ¨ Created, analyzed and reviewed annual budgets. ¨ Reviewed existing accounting procedures and implemented improvements.
· As Accounting Manager for Galaxy Towers Condominium Association: ¨ Established purchasing, inventory and accounting procedures/controls. ¨ Implemented garage parking tracking system that increased garage revenue by 75%. ¨ Upgraded payroll system from time cards to fully computerized hand recognition system. ¨ Converted semi-automated accounting system to a fully integrated accounting system. ¨ Oversaw upgrade of local area network from Novell to Windows 2000 advanced network.
· As Operations Manager for Youth Education in the Arts: ¨ Assumed position during period of extreme financial distress for organization. ¨ Identified significant accounting problems, diagnosed causes and determined/implemented corrective response.
· As Business Manager for Arts Horizon: ¨ Significantly improved tracking and retrieval of receivables. ¨ Restructured debts from high-interest credit cards, securing lower interest bank loan which improved cash flow. ¨ Implemented new procedures for financial reporting, which resulted in more readable statements for Board of Directors. ¨ Upgraded and maintained computer accounting system.
· As Controller of Access Management Company: ¨ Held full responsibility for all accounting functions for $750,000-a-year management company. ¨ Processed actual versus budget review analyses for each company monthly.
859 Bogert Road ? River Edge, NJ 07661 ? Home (201) 967-7263 ? Cell (201) 446-0265 Kevin.broderick2@verizon.net Kevin Broderick Page 2
EXPERIENCE HIGHLIGHTS (continued) Management · In various positions: ¨ Oversaw daily accounting responsibilities, including cash receipts and accounts payable. ¨ Trained new accounting staff in policies, procedures and customer service standards. ¨ Assisted department managers in developing understanding of their department budgeting process.
· At Galaxy Towers: ¨ Trained department managers in use of time card system.
· At Arts Horizon: ¨ Enhanced communication between senior-level management and general personnel. ¨ Assisted Board of Directors in development of Finance Committee; coordinated financial meetings.
· At Access Management Company: ¨ Trained facility managers and staff in use of specialized computer software
· As Assistant Controller of Economy Color Card: ¨ Expanded staff of Vice-President of Finance and upgraded accounting department.
EMPLOYMENT HISTORY Galaxy Towers Condominium Association, Guttenberg NJ. 1998 - 2001 Accounting Manager
Youth Education in the Arts, Bergenfield NJ. 1996 - 1997 Operations Manager
Arts Horizons, Englewood NJ. 1994 - 1996 Business Manager
Access Management Company, Little Ferry NJ. 1986 - 1993 Controller
Economy Color Card, Roselle NJ 1985 - 1986 Assistant Controller
EDUCATION Christian Brothers University, Memphis TN. B.S., Business Administration.
TECHNICAL SKILLS Windows 2000 Professional and Advanced Server; Microsoft Office 2000 (Word, Excel, PowerPoint); Quicken; Peachtree; Spectra (Property Management); ADP
859 Bogert Road ? River Edge, NJ 07661 ? Home (201) 967-7263 ? Cell (201) 446-0265 Kevin.broderick2@verizon.net
Name: Donald Bothun
HomePhone: 651-459-1205
WorkPhone:
Email: dbothun@aol.com
Date: 01 Feb 2002
Time: 11:30 AM
I am sending you my resume as an attachment as I am interested in knowing if you have any positions that match my experience, education, and skills. My desire is to find a Financial Manager position in the Twin Citie--the title could be Controller, Assistant Controller, Finance Director, or CFO.
Please let me know if you do not receive the attachment,my e-mail is dbothun@aol.com.
Thank you and I look forward to hearing from you
Donald Bothun
Name: Stephen Geyen
HomePhone: 612-722-3272
WorkPhone: 612-387-4452
Email: geyens@yahoo.com
Date: 05 Feb 2002
Time: 12:58 PM
Stephen G. Geyen
3656 45th Avenue S., Minneapolis, MN 55406 Home telephone: 612/722-3272 / Day telephone: 612/387-4452 geyens@yahoo.com
SUMMARY
Dependable Financial Analyst with approximately 10 years of transferable experience. Proven customer service, financial analysis, problem solving, negotiation, and communication skills in a variety of settings. Positive, flexible and motivated with a history of meeting the customer’s needs.
SKILLS & EXPERIENCES
Equity Research Analyst 11/00 – 1/02 Dougherty & Company LLC, Minneapolis, Minnesota
Provided equity research analysis and coverage for a regional brokerage firm with a primary focus on technology manufacturing and test and measurement companies in the telecommunications and semiconductor capital equipment sectors. Developed detailed financial models of public company’s revenue and earnings based on discussions with company management and industry sources. Developed and maintained business relationships with the senior management teams of public and private companies. Communicated investment recommendations and industry outlook to members of the financial media and news media to obtain positive media exposure for the firm and my equity research. Worked with the firm’s Institutional Sales force to develop a growing institutional brokerage business. Worked with the firm’s Trading Department to develop NASDAQ market making activities.
Senior Financial Analyst 3/00 – 11/00 American Express Financial Advisors Inc., Minneapolis, Minnesota
Coordinated annual planning and budgeting process for the approximate 800 person Brokerage and Wrap Divisions. Worked with four division managers to develop strategic financial plans. As a result, managers were able to more effectively allocate resources to anticipated cycles. Tracked/analyzed monthly expense variance and reconciled the P&L statements for the Brokerage and Wrap Divisions. Received commendation for service to internal customers.
Fund Manager/Equity Analyst –Technology & Financial Services 8/99 – 8/00 Aristotle Fund, University of St. Thomas Endowment, St. Paul, Minnesota
One of nine MBA students that managed the Aristotle Fund (Assets: $800,000). The Aristotle Fund is a student-managed mutual fund established by the University of St. Thomas. During the period managed, the portfolio outperformed the S&P 500 by 2.4%.
Financial Analyst 2/99 – 3/00 Minnesota Department of Commerce, St. Paul, Minnesota
Managed the department oversight of 47 property and casualty (P&C) insurance companies. Developed and implemented an electronic tracking system for the early identification of P&C insurance companies with potential financial problems. Analyzed the financial results of P&C insurance companies to identify potential solvency concerns. Presented company analysis to management and colleagues with recommendations and directed department actions.
Hydrogeologist 8/92 – 1/99 Minnesota Pollution Control Agency, St. Paul, Minnesota
Negotiated with consultants and companies the successful cleanup and closure of more than 300 sites with petroleum impacted groundwater over a seven year period. Developed a standardized reporting system that reduced consultant’s incomplete reports by 60%. Managed the department oversight of construction and maintenance cleanup facilities. Modeled groundwater contaminant concentrations to determine the potential impact to drinking water wells and/or surface waters. Received numerous commendations for supporting both internal and external customers.
Civil Engineer 6/92 – 8/92 Finnish National Road Administration (FinnRA), Helsinki, Finland
Member of a team that developed a road maintenance cost analysis software for managing and maintaining Finland’s roadways. Main responsibilities included gathering cost related information associated with the construction and maintenance of FinnRA’s property. Software was developed to forecast capital budget needs based on factors such as weather, traffic, personnel and equipment costs.
Education MBA in Finance, University of St. Thomas – 2000 BS Civil Engineering, University of Minnesota – 1992 Minor - Mathematics
Professional Designations Candidate, Chartered Financial Analyst (CFA) – completed Level I Engineer in Training (EIT)
License Series 7, Series 63
Volunteer Experience Habitat for Humanity, Elementary School Teaching Aid
Name: Dennis C. Boyer
HomePhone: 612.529.0513
WorkPhone: 612.529.0513
Email: boyerdus@yahoo.com
Date: 08 Feb 2002
Time: 05:03 PM
Dennis C. Boyer P.O. Box 583651 Minneapolis, MN 55458 612-529-0513 boyerdus@yahoo.com
JOB HISTORY Vehicle/Car Detailer Den's Auto Clean-up Savage, MN Start Date 04/2001 End Date 12/2001 High-speed buff, wash, wax, motor, trunk, seats,headliner, carpets, dash, all vinyl, tires. Vehicle/Car Detailer Marty's Auto Sales Savage, MN Start Date 11/2000 End Date 04/2001 Wash, wax, motor, trunk, seats, headliner, carpets, dash, all vinyl, tires. Boxmaker Minter-Weisman Co. Plymouth, MN Start Date 09/2000 End Date 10/2000 Operate box machine, 1st level maintenance, keep area supplied w/"blanks"(unmade boxes), pallets, deliver same. Supervise one other employee. Telemarketer The Foundation Group, Direct Bloomington, MN Start Date 09/1999 End Date 01/2000 Solicit funds/purchase of charit(ies), product(s) or service(s) offered. Give prospective client in-depth information or persuade regarding effectiveness of same. Keep an end-of-shift written and on-screen FoxPro application form records of donations per donator, total donations, and changes of address or other informaiton. Janitor KRS Computer & Business School St. Louis Park, MN Start Date 09/1998 End Date 08/1999 General cleaning duties. Required to sometimes paint and do other needs per spontaneous room set up for business meetings/internal company meetings. Carpentry, painting, order supplies, inventory, forms, inform staff of needs and situations and use WORD on a daily basis to complete these tasks.
EDUCATION Network Support</FONT Incomplete ++ passing grades MSOffice97'sWordExcelAccess</FONT KRS Computer and Business School</FONT Date Completed: 08/1999 Personnel Administration</FONT Certificate</FONT SchlsBn, CampDelMar, CamPen, CA, USMC</FONT Date Completed: 11/1966 College Preparatory</FONT High School Graduate</FONT Dubuque Senior High School</FONT Date Completed: 06/1966
CERTIFICATES/LICENSES Class "B" Driver's Permit Date Completed: 05/2002 CDLIS #506 National Registry State: MN Class "D" driver's license Date Completed: 06/2004 State of Minnesota State: MN
SKILLS Classroom trained with better than passing grades in Intro to Computers, Keyboarding I & II, Windows 98, MS Office 97's Word, Excel, and Access. 50+wpm typing or keyboarding.
ACTIVITIES Monkeying around with my little IBM compatible 486; T.22 DOS, Windows 98 SE, and MS Office 97 Professional Version installed.
NOTES In the EMPLOYMENT HISTORY FIELD: 1.) KRS Computer and Business School is now located in Bloomington, MN. 2.) From 01/2000 through 08/2000 I was collecting Re-Employment Insurance. The employee brings to his job position integrity, honesty, and loyalty. Further, a willingness and ability to learn, willingess to grow and optimize his productivity particularlly with other personnel. Expects the same from his supervisors and employer.
Name: Linda Geiger
HomePhone: 920-923-1453
WorkPhone:
Email: lindageiger@charter.net
Date: 12 Feb 2002
Time: 10:57 AM
LINDA GEIGER 226 Pheasant Drive ? Fond du Lac, WI 54935 920-923-1453 (Home) ? 920-539-1015 (Cell) lindageiger@charter.net
BACKGROUND SUMMARY
ACCOUNTING PROFESSIONAL with 15 years of experience and progressive responsibilities in direct marketing, food processing, and healthcare industries. Functional experience includes:
* Financial Accounting * Software Evaluation & Testing * Insurance/Risk Management * Budgeting * Trend Analysis * Supervision
EMPLOYMENT EXPERIENCE
MILES KIMBALL, Oshkosh, WI 1991 to 2001 Catalog and mail order house with annual revenue of over $135 million.
Director of Finance 2000 - 2001 Responsible for the preparation and analysis of financial statements. Managed Accounts Receivable and Financial Accounting Departments; supervised up to six accounting team members. * Reduced staffing by 25%, which resulted in significant labor and cost savings while maintaining quality and quantity of work performed. * Prepared asset schedules, filed claims, and reviewed policies to minimize risk. * Prepared and provided information for external auditors which was used for financial disclosure.
Assistant Director of Finance 1999 - 2000 Responsible for the preparation and analysis of financial statements. Oversaw administration of annual physical inventory procedures. * Maintained accurate physical inventory records, which eliminated the annual write-off of merchandise. * Discovered and investigated outstanding credits which resulted in the potential recovery of over $50,000. * Prepared for retirement of Director of Finance, which allowed for a smooth transition within organization.
Financial Accounting Manager 1995 - 1999 Responsible for the preparation of financial statements and administration of annual inventory procedures. Managed Accounts Receivable and Financial Accounting departments. * Implemented microfilming process for permanent financial document storage, resulting in significant space savings, improved access and ensured preservation of records. * Identified and recovered $14,000 vendor overcharge. * Analyzed and identified problems with software relating to operation which resulted in improved customer satisfaction and accurate financial information. * Developed interviewing and testing procedures for candidates that decreased training time and increased new employee productivity.
Accounts Receivable/Credit Manager 1991 - 1995 Managed Accounts Receivable and Credit departments. * Implemented check-encoding process that saved $40,000 in bank fees annually. * Evaluated, updated, and monitored invoicing and credit policies to efficiently collect receivables while maintaining fair and amicable relationships with customers.
MICKELBERRY'S - DIVISION OF WILLOW FOODS, Beaver Dam, WI 1990 to 1991 A temporary employment position through Manpower.
Accountant Prepared management reports, performed cost accounting functions, and reconciled accounts. * Calculated costs of customized products with very short lead time. Information proved valuable for pricing decisions made by management.
CONSULTANTS LABORATORY OF WISCONSIN, Fond du Lac, WI 1986 to 1989 For profit regional medical laboratory.
Business Manager Prepared financial statements and management reports and acted as liaison to St. Agnes Hospital. * Devised procedure to improve billing process which reduced lost charges. * Established new procedures for development of operating and capital budgets which were used to hold department managers accountable. * Led management team budget meetings, delegated assignments, solicited input and presented progress reports, resulting in an effective budget process.
EDUCATION
M.B.A., University of Wisconsin - Oshkosh Bachelor of Science, University of Wisconsin - Oshkosh
AFFILIATIONS
Institute of Management Accountants - Winnebagoland Chapter
CERTIFICATIONS
Certified in Financial Management (CFM), 1998 Certified Management Accountant (CMA), 1991 I earn 30 CEU's each year to maintain my certifications.
Name: Brian Moreland
HomePhone: 309-683-3520
WorkPhone:
Email: brianjmoreland@hotmail.com
Date: 20 Feb 2002
Time: 07:20 PM
Brian J. Moreland 1327 West Covington Court #3 Peoria, IL 61614 (309) 683-3520 brianjmoreland@hotmail.com
EXPERIENCE
CATERPILLAR INC., Peoria IL SAP Finance Consultant, October 2001- present
* Responsible for successful team implementation of SAP Finance system for all North American dealerships * Provided financial knowledge of dealers' needs and operations to implementation team * Worked with cross-functional teams to develop common deployment assets and resources * 6 Sigma Green Belt
CATERPILLR AMERICAS COMPANY, Miami FL Senior Finance Analyst, February 2000 - September 2001
* Responsible for financial analysis of Caterpillar dealers in South America and the Caribbean * Controlled financial risk and aided the marketing team to provide sales incentives to dealers * Improved company's cash forecasting process * Supervised Account Analyst
CATERPILLAR INC., Peoria IL Finance Analyst, November 1998 - January 2000
* Designed, implemented, and managed corporate-wide cash forecasting system * Participated in the research and implementation of Caterpillar's commercial paper program * Consulted subsidiaries on best cash forecasting methods * Improved 1, 3, and 6-month forecasting accuracy * Calculated daily cash position * Invested or borrowed short term funds depending on cash position and forecast
CATERPILLAR INC., Peoria IL Cash Analyst, June 1998 - October 1998
* Managed daily cash activity for Solar Turbines * Designed and implemented controlled disbursement bank account structure * Acted as backup to foreign currency cash desk
EDUCATION
University of Tulsa, Tulsa OK BS in Finance, May 1998
PROFESSIONAL DEVELOPMENT
SAP Financial Accounting and Reporting Philadelphia, PA 2001 SAP Cost Accounting and Controlling Dallas, TX 2001 Treasury Management Association, Windy City Summit, Chicago 1999, 2000
Name: James Ankrum
HomePhone: 9524314709
WorkPhone: 6127017022
Email: ankrum@ankrum.net
Date: 23 Feb 2002
Time: 01:38 PM
JAMES D. ANKRUM 15938 HARWELL AVENUE APPLE VALLEY MN 55124 (952) 431-4709 ANKRUM@ANKRUM.NET
KEY WORDS
Network Administrator, Staff Accountant, Inventory Specialist, Customer Service, Trainer, Payroll, Problem Solver, Project Management, Verbal and Written Skills, Self-Starter, Team Player, Policy Development
PROFESSIONAL EXPERIENCE
Network Services Administrator 1998-Present Fine Associates Minneapolis, MN • Administers and supports Windows 2000 Server and Novell Netware Servers. • Administers and supports Exchange Server 2000. • Assisted in migration from Groupwise to Exchange Server. • Performs installation of hardware and software components of multiple networks. • Provides training of co-workers on all hardware and software products including Microsoft office, ACT, Windows (all versions), Lotus, and Macola. • Utilize Policy Editor to secure workstations. • Provides support and training on all phone systems, Secure entry systems, Video Surveillance systems . • Managed development of corporate websites and custom crm web tools. • Utilize Dreamweaver, Autocad LT 2000, Fireworks 4, Visio, Photoshop and Acrobat to provide material and update corporate website and print advertising. • Performed miscellaneous accounting duties, a/p, a/r, financials. • Recommend, purchase and manage all technology assets of three sites.
Procurement Specialist 1997-1998 Precision Maintenance Concepts South St. Paul, MN • Acted as Purchasing Manager and Inventory Controller. • Calculated and Invoiced Job Costs. • Keyed all data regarding Accounts Payable, Accounts Receivable, General Ledger and Payroll. • Trained staff on computer operations. • Developed company policy manual and trained staff on new procedures.
JAMES D. ANKRUM (952) 431-4709 ANKRUM@ANKRUM.NET
Assistant Manager 1995-1997 Menards Incorporated Multiple Minnesota Sites • Responsible for the daily operation of department including staffing. • Completed daily, weekly and monthly departmental documentation. • Trained new employees on policies and products. • Efficiently maintained inventory flow and storage.
Chairperson/Recruiter 1993-1994 American Cancer Society Duluth, MN • Coordinated 1993 and 1994 ‘Jail - N - Bail’ programs. • Recruited and supervised staff of volunteers. • Utilized volunteers to raise over $90,000 for the organization. • Served on Income Development Board. • Member of Youth Development Committee.
EDUCATION
College of St. Scholastica Duluth, MN Bachelor of Arts in Management Concentration: Accounting
Dakota County Technical College Rosemount, MN MCSE NT 4.0 Training Windows 2000 Training
OTHER WORK RELATED COMPUTER EXPERIENCE
IIS Bordermanager Visio WordPerfect 8. Peachtree Sonicwall Firewall PC Anywhere Norton Antivirus Partition Magic Netshield McAfee Viruscan PC Access Supervision Ghost
Name: Charles Saul
HomePhone: 314-534-0072
WorkPhone:
Email: chsaul@yahoo.com
Date: 24 Feb 2002
Time: 06:36 PM
I am currently pursuing an MBA at Washington University in St. Louis and will be graduating in August of this year. I hold a B.S. in Managerial Economics and Political Science.
Before entering the MBA program I held the position of Financial Analyst in the corporate reporting department of The May Department Stores Company. In that position I worked closely with programmers to develop more efficient and accurate reporting procedures; as well as analyzing data from our databases to determine profitability of product lines and divisions.
I would appreciate the opportunity to discuss my interests and qualifications with you.
Sincerely,
Charles Saul.
CHARLES H. SAUL 4256 Lindell Blvd. Apt. B St. Louis, Missouri 63108 (314) 534-0072 chsaul@yahoo.com
EDUCATION 2000-present OLIN SCHOOL OF BUSINESS WASHINGTON UNIVERSITY St. Louis, MO Candidate for Masters in Business Administration, August 2002. Concentration in Finance and Accounting.
1997-2000 WASHINGTON UNIVERSITY St. Louis, MO Bachelor of Science, majors in Managerial Economics and Political Science, May 2000. Graduated with Honors. Overall GPA: 3.63/4.0. Dean's List. Member of Alpha Sigma Lambda Honor society and Pi Sigma Alpha Political Science Honor society.
1995 ST. LOUIS CITY POLICE ACADEMY St. Louis, MO State certification as Missouri Police Officer.
EXPERIENCE 2000-2001 THE MAY DEPARTMENT STORES COMPANY St. Louis, MO Financial Analyst – Sales and Automated Systems Prepared financial reports for division retail sales and sales from leased departments and analyzed the data by store, region and product line. Provided analysis of product lines with declining sales to upper management, leading to decisions to better manage inventory. Reduced reporting time by 50% by the introduction of automated reporting procedures, increasing efficiency and accuracy. First to put into practice monthly adjustments to audited sales data to improve accuracy and better match revenue to the time period in which it was earned. Designed a procedure to post financial reports onto intranet reporting system, providing secure and efficient access. Recognized by upper management for being the only group to meet the deadline for its initial use.
1999-2000 WASHINGTON UNIVERSITY St. Louis, MO Police Officer Enforced state statutes and City of Clayton ordinances and investigated criminal activity relating to the university community. Acted as a liaison between student groups and the university administration.
1995-1999 ST. LOUIS CITY POLICE DEPARTMENT St. Louis, MO Police Officer Responded to incidents requiring emergency services and conducted initial investigations of criminal activity, taking action to apprehend the responsible parties and continue their prosecution by applying for warrants through the office of the circuit attorney. Used Spanish language skills to successfully investigate criminal activities within the Hispanic community. Expertise in REJIS, MULES and NCIC databases, enforced state statutes and city ordinances.
OTHER DATA Language skills: Fluent in Spanish. Computer skills: C programming, Windows 2000 and NT, WordPerfect, Lotus 1-2-3, Microsoft Office (Word, Excel, Access, PowerPoint).
Name: Joe Heidkamp
HomePhone: 763-754-2268
WorkPhone:
Email: jheidka1@usfamily.net
Date: 26 Feb 2002
Time: 04:33 PM
Joseph C Heidkamp Jr. 12758 Uplander Street N.W. Coon Rapids, MN, 55448 Home Phone 763-754-2268 Email jheidka1@usfamily.net QUALIFICATIONS The ability to adapt to evolving Medicare and Medicaid laws, rules and regulations and interpret the underlying financial opportunities and exposure associated with the changes.
The ability to develop and implement modeling for statistical and financial analysis and reporting on the current and potential revision and adaptations to program eligibility, benefits and payment methodologies.
The ability to create reports and analysis from various data repositories utilizing SQL and Access tools to project payments and allowances on individual outstanding accounts by third party payors i.e. governmental types Medicare, Medicaid, GAMC and PMAP along with HMO and PPO plans. These allowances allow for the accurate reporting of outstanding third party receivables for financial statement presentation. These models are also adapted to identifying utilization trends for budgeting and variance reporting.
Experienced in ongoing healthcare reform for programs due to HIPPA, Patient Bill of Rights and other federal and state legislative and regulatory initiatives.
WORK HISTORY Fairview Health System 1989-2001 Corporate Reimbursement Manager 7 Hospitals with $1.2 Billion Revenue 1997-2001 Managed a staff of seven employees during this period
Lobbyist for Fairview on health care financial issues related to Medicare, Medicaid and MERC (Medical Education Research Committee). Primary accomplishments were increased revenue as the result of legislative activities related to intergovernmental transfers for an additional $2 million and revisions in the formulas used to allocate MERC funds resulting in additional revenue of $2.5 million.
Project development and implementation with ORION consulting for the Medicare APC system. This prepared us to revise methods and procedures to prevent a loss from our revenue streams under the prior methodologies and in fact create additional opportunities to enhance revenue.
Implemented and integrated staff from both organizations to facilitate timely and accurate financial and statistical reporting of all individual hospital operations. The reporting is a requirement of both the Medicare and Medicaid programs to receive reimbursement
Developed a work plan and goals to recover from Medicare funds lost from past audits through appeals and/or reopening of audited reports and resolution of open audits. The plan required senior management to approve four additional fte’s even though staff reductions were occurring in our division. Implementation of the plan resulted in recoveries in excess of $ 10 million from Medicare to date.
Member of various state task forces and professional committees on health care finance to participate in the overview and subsequent development of initiatives and programs to improve reimbursement and access for our patients to receive services.
Associate Financial Director U of M Hospital & Clinic $ 400 Million Revenue 1989-1996 Managed a staff of five employees during this period
Directed all financial reporting from operations for Medicare, Medicaid & 3rd party programs. This included budgeting and financial analysis and review of contractual expense, contractual allowances. Preparation, filing and settlement of Medicare and Medicaid Cost Reports.
Directed installation of contract management/decision support systems. These systems along with several significant procedural changes resulted in the improved accuracy and timeliness of reporting on our financial statements. Additional auditing procedures for 3rd party contract settlements were implemented resulting in significant recoveries from various 3rd party payors due to inaccurate or missing payments and incorrect assignment of diagnoses and procedures resulting in errors in patient classifications. Recoveries varied by payor and year.
Development of product lines and payor reporting models to analyze trends in profitability and variations in practices by physicians, geographic location and patient type. This assisted in the forecasting of expenses and revenues in the budgeting process. . Member of third party contract negotiating team. Reviewed terms and conditions of proposed contracts with current practice utilization to identify areas where potential liabilities could occur.
Liaison with various industry and state task forces for Medicare, Medicaid, Workers Compensation and MNCHA reimbursement and regulatory issues.
St. Paul Ramsey Medical Center $ 200 Million Revenue 1983-1989 Senior Reimbursement Analyst
Implementation of Case Mix and Contract Management Systems and development of reporting models to accommodate implementation of Medicare Drg’s and managed care contracting. This resulted in the capacity to project net revenue from operations and provide analysis on payor mix and profitability.
Member of Medicaid Capitation project, as a result of statistical and financial analysis uncovered discrepancies in funding levels this increase revenue by 2.0 million annually.
Filed Medicare and Medicaid Cost Reports and handled audit findings through negotiation, settlement or appeal with administrative agencies.
Member of various industry and state task forces for Medicare, Medicaid, Workers Compensation and MNCHA reimbursement and regulatory issues.
Blue Cross Blue Shield of Minnesota 1980-1983 Auditor Audited Hospital, Home Health Agencies and Skilled Nursing Facilities for the Medicare program under contract to BCBSM
EDUCATION BA Accounting, University of Illinois-Chicago, 1978
or alternate resume Joseph C Heidkamp Jr. 12758 Uplander Street N.W. Coon Rapids, MN, 55448 Home Phone 763-754-2268 Email jheidka1@usfamily.net
QUALIFICATIONS
The ability to adapt to evolving Medicare and Medicaid laws and regulations and interpret the underlying financial opportunities and exposure associated with the changes.
The ability to develop, implement and report on the current and potential revision and adaptations to program eligibility, benefits and payment methodologies.
Experienced in ongoing healthcare reform for programs due to HIPPA, Patient Bill of Rights and other federal and state legislative and regulatory initiatives.
ACCOMPLISHMENT/SKILLS
Lobbyist on healthcare financial issues for Medicare and Medicaid Programs Liaison with Minnesota Hospital Healthcare Partnership, HFMA and MN DHS Member of various state task forces and professional committees on health care finance Internal business consultant regarding reimbursement issues Project planning, direction, development and implementation for the APC system Directed filing, settlement and appeal of Medicare and Medicaid Cost reports Created and managed new unit for Medicare & Medicaid appeals and recoveries Directed financial management for budgeting, reporting and settlement of patient revenue and contractual expense and allowances for Medicare, Medicaid & HMO programs Directed installation and implementation of contract management / decision support systems Directed and managed departmental teams in revenue management, reporting and settlement, accounts payable, payroll and general ledger Directed preparation of financial statements on a monthly and annual basis Development of product lines, payor reporting models Utilization of Microsoft Office Suite and other SQL tool kits to extract, report and present outcomes and findings to management teams and staff Member of corporate compliance committee Member of third party contract negotiating team
WORK HISTORY
Fairview Health Services Corporate Reimbursement Manager 1997-2001
University of Minnesota Hospital & Clinic Associate Financial Director 1989-1996
St. Paul Ramsey Medical Center Senior Reimbursement Analyst 1983-1989
Blue Cross Blue Shield of Minnesota Auditor 1980-1983
EDUCATION BA Accounting, University of Illinois-Chicago, 1978
Name: Robert Moore
HomePhone: 320-634-5472
WorkPhone: 320-634-5331
Email: bob.moore@dhsnet.com
Date: 26 Feb 2002
Time: 05:37 PM
Robert A. Moore, Jr., CPA 24670 Rolling Acres Drive Glenwood, Minnesota 56334 (320) 634-5331 (W) (320) 634-5472 (H)
Summary of Qualifications Over fifteen years of increasingly responsible experience which has included all controller activities, internal and external reporting (including SEC reporting), internal audit, strategic planning, forecasting, budgeting, treasury operations, mergers and acquisitions, risk management, international experience and debt structuring.
Work Experience
Dairyland Healthcare Solutions May 1999 – Present Glenwood, MN Vice President of Finance & Marketing
Dairyland Healthcare Solutions (DHS) is a $20M provider of software solutions to the community hospital market.
Responsibilities and accomplishments include: Management of accounting, finance, treasury, marketing and human resources. This included supervision of a staff of 9 including multi-site offices. Coordinated the implementation of a leveraged ESOP and provided all required financial and operational information for post-implementation valuations. Developed and implemented a daily cash reporting and monitoring tool to ensure the Company had adequate liquidity. Developed a short-term and five (5)-year financial planning model including a cash management and a forecasting tool.
Bankers Systems, Inc. May 1996 – May 1999 St. Cloud, MN Corporate Controller
Bankers Systems, Inc. (BSI) is a $100M provider of compliance solutions to the finance industry.
Responsibilities and accomplishments included: Management of treasury, accounting operations, budgeting, taxes, financial reporting, business support, credit, payroll, sales reporting, budgeting and forecasting. This included the supervision of a finance staff consisting of 26 individuals. Developed a short-term and 5-year forecasting model and developed a business planning process that includes key financial/profit indicators. Developed profitability/costing models and performance measurements for the software development area Implemented an activity based management and an executive information reporting system.
Polar Tank Trailer, Inc. May 1994 - May 1996 St. Cloud, MN Chief Financial Officer and Secretary/Treasurer
Polar Tank Trailer (Polar) is the second largest manufacturer of stainless steel and aluminum over the road tank trailers in North America with annual revenue of $130m.
Responsibilities and accomplishments included: Management of Information Systems, financial reporting, risk management, cash management, budgeting, cost accounting and analysis and banking relationships. Supervision of a finance/accounting/credit/MIS department staff consisting of 17 individuals. Coordinated the acquisition of a 40M parts distribution and service company including due diligence, systems integration and bank financing. Coordinated the installation and conversion of a new platform and operating software for the manufacturing, accounting and purchasing groups.
The Valspar Corporation April 1987 - May 1994 Minneapolis, MN Senior Internal Auditor / General Accounting Manager
The Valspar Corporation is a leading manufacturer of paint and coatings.
Responsibilities and accomplishments included: Management of internal and external reporting (including SEC reporting), year-end audit and supervision of 16 employees. Participated in and coordinated acquisition and divestiture activity including appropriate SEC filings. Developed an internal audit program to review manufacturing processes and create operational benchmarks.
Apache Corporation / Bemis Company, Inc. Aug. 1985 - April 1987 Minneapolis, MN Senior Internal Auditor
KPMG Sept. 1983 – Aug. 1985 Des Moines, IA Audit Senior – Manufacturing and Banking focus Education Bemidji State University Major: Accounting Bachelor of Science Degree GPA - 3.75 (on a 4.0 scale) Graduated Summa cum laude
University of St. Thomas Completed course work towards a Masters in Business Administration
Name: Jonathan Atkinson
HomePhone: 920-969-9452
WorkPhone: 920-751-1231
Email: jjacpa828@cs.com
Date: 26 Feb 2002
Time: 06:14 PM
Jonathan J. Atkinson, CPA 1321 Whittier Drive Neenah, WI 54956 H: 920-969-9452 W: 920-751-1231 Email: jjacpa828@cs.com (Home) Email: jonathan.atkinson@menasha.com (Work)
Objective To further my career development by obtaining a team oriented position in a finance organization with management/supervisory responsibilities
Education Bachelor of Science, Viterbo University, La Crosse Wisconsin 1993 Major: Accounting
Work Experience Menasha Corporation, Neenah, Wisconsin Dec. 1998 - Present Business Analyst – ERP Systems (April 2001 – Present) ·Responsible for the FI, AR, AP, & PCA module implementation at Traex facility ·Define business requirements for SAP FI, AR, AP & PCA modules ·Develop process designs and specifications ·Recommend and implement enhancements for existing SAP plants ·Document policy and procedures relating to the FI, AR, AP & PCA modules ·Provide training to new personnel at existing SAP plants ·Support SAP report writer Hyperion Project Manager (Sept. 2000 – April 2001) ·Develop and present project plan to CFO and Steering Committee ·Provide executive summaries to the CFO and Steering Committee ·Review, approve & track capital and operational expenditures ·Coordinate inter departmental resources ·Oversee server and desktop installation ·Facilitate design sessions with consultants and project team ·Build meta data in Hyperion application ·Loading and reconcile financial data in Hyperion ·Develop Hyperion process and procedure manual Financial Accounting Team Leader (Sept. 1999 – Sept. 2000) ·Provide executive summaries to the project managers ·Coordinate financial accounting team resources ·Document financial accounting processes for corporate accounting ·Document financial accounting processes for a sample of manufacturing plants ·Bench mark processes against best practice ·Develop recommendations for process improvements Operations Accounting Group Leader (Dec. 1998 – Sept. 1999) ·Supervise and train the staff accountants in the Material Handling and P&I Graphic group ·Prepare board comments for the Material Handling and P&I Graphics group ·Prepare monthly financial statements Neenah Printing Division ·Translate and consolidate foreign entities for the Material Handling Group ·Process fixed asset transaction in Lawson ·Reconcile intercompany, fixed asset, and payroll accounts on a monthly basis ·Prepare year end audit and tax workpapers ·Coordinate preparation and review of all personal and real property tax returns for the states of WI, IA, & MI Hawkins, Ash, Baptie & Company, LLP, La Crosse, Wisconsin May 1993 - Dec. 1998 Auditing Supervisor ·Schedule, plan, and perform audit engagements of governmental, non-profit and commercial clients ·Preparation of financial statements, management advisory letters, and other client required reports ·Supervise, train, and evaluate the audit team members on engagements ·Market additional services to current clients ·Assist in developing marketing strategies to gain new clients ·Develop additional products in governmental niche Certifications and Computer Skills ·Certified Public Accountant in the state of Wisconsin ·Member of the AICPA ·Proficient in Microsoft Office 97 and 2000, Windows 95, Internet Explorer, Hyperion Enterprise 5.1.1, Hyperion Reporting 3.6, SAP 4.6, SAP 3.1i, Lawson, Viso ·Knowledgeable in Lotus, WordPerfect, Peachtree for windows, Ultratax, FAS1000
References Available on Request
Name: Terry Allen
HomePhone: 651-482-0015
WorkPhone:
Email: allens999@msn.com
Date: 26 Feb 2002
Time: 07:50 PM
Terry L. Allen 595 Chippewa Trail Lino Lakes, MN 55014 Home: (651) 482-0015
SUMMARY: Results orientated professional with over five years of experience in Accounts Payable and Cash Management. Excellent record of accomplishments achieved through demonstrated contributions and commitment to delivering a high quality service. Reputation for utilizing strong problem solving skills.
EXPERIENCE: Data Sciences International, Inc. (November 2000 - Present) Staff Accountant · Manage on-line banking system which includes tracking incoming wires, stop payments and outgoing cash transactions, international and domestic and coordinating daily deposits · Receive and process invoices and packaging slips · Responsible for weekly Accounts Payable check processing for approximately 2,200 vendors · Manage monthly reconciliation of Accounts Payable to General Ledger · Coordinate proper account coding for expenses · Responsible for monthly reconciliation of Accounts Payable and General Ledger reports · Partner with Purchasing Department to provide recommendations and implement process that will significantly reduce processing time of purchase orders · Create and utilize Great Plains Dynamics Report Writer for interdepartmental informational needs · Utilize Kewill Max & Great Plains Dynamics software applications for processing of Accounts Payable
Multifeeder Technology, Inc. (January 2000 - November 2000) Controller/Office Manager · Responsible for receiving and coordinating daily mail · Received and processed invoices and packaging slips · Responsible for weekly Accounts Payable check processing for approximately 250 vendors · Responsible for biweekly payroll processing using ADP including benefits deductions, tax withholdings, commissions payments, vacation and sick time tracking and hours reporting · Coordinated daily deposits · Responsible for collections while utilizing a unique billing cycle designed due to the type of product · Developed, implemented and delivered new employee orientation · Provided assistance to vendors regarding payment status information · Utilized Simply Accounting software for processing of Accounts Payable
Lube-Tech/Rollins Oil (April 1997 – January 2000) Customer Service Team Leader/Technical Support · Led team of ten customer service representatives in addressing service questions from customers · Received and processed invoices and receipts · Processed and reviewed billing invoices before product shipped to customers · Utilized Millennia & Platinum Accounting software for processing Accounts Payable
Hallman Oil Company (June 1993 - April 1997) Customer Service Manager · Provided customer service by processing orders for customers · Received and processed invoices and packaging slips · Developed, implemented and maintained price books for sales employees · Utilized Macola Accounting software for processing of Accounts Payable
Retail Foods of MN (January 1992 – June 1993) (Out of business) Accounting Assistant
Bishops Buffet (June 1989 – January 1992) (Out of business) Accounting Assistant
EDUCATION: B.A., Bethel College – Will graduate April 2002 Major: Business Management A.S., Century College - Graduated 1998 Major: Accounting
Name: Teresa M. Swaggert
HomePhone: 763-572-0039
WorkPhone:
Email: tmswagget@aol.com
Date: 01 Mar 2002
Time: 02:41 PM
TERESA M. SWAGGERT e-mail: tmswaggert@aol.com 961 Rice Creek Terrace NE, Fridley, Minnesota 55432 763-572-0039
SUMMARY
Seven years experience in a high profile financial services organization. Possess excellent communication, organizational, analytical, and negotiation skills. Demonstrated proficiency in building and maintaining business relationships emphasizing trust and personal integrity. Adept at resolving difficult and confidential matters in a professional manner.
PROFESSIONAL EXPERIENCE
PRUDENTIAL FINANCIAL, Plymouth, Minnesota
Senior Auditor (2000 - 2002) Led and participated in operational, systems, financial, and compliance audits, and consulting services for Prudential Financial U.S. Consumer Group - Life Insurance Operations, Systems, and Distribution businesses across all regions. Provided direction and training to less experienced audit staff, demonstrating strong leadership, relationship development, and project management skills.
Audit Consultant Level II (1998 – 1999) Planned and performed operational, systems, and compliance audits, pre-implementation reviews, and consulting services for Prudential Individual Insurance Group businesses across all regions. Prudential Extra MILE (Merit, Integrity, Leadership, Excellence) award recipient for partnering with an internal business group customer providing control perspective in the development of a new check writing system.
Audit Consultant Level I (1996 - 1997) Provided risk and control perspective consulting and audit services to Prudential Individual Insurance Group business partners across all regions.
Calculations Approver (1996) Approved calculations for the manual processing of Annuity and Variable Life Insurance Products, workflow coordination, project management, developed and maintained customer relationships.
Calculations Reviewer (1995) Completed calculations for the manual processing of Annuity and Variable Life Insurance Products. Recognized as a Prudential Quality Service Leader.
HAIR EXPRESSIONS, Arden Hills, Minnesota
Stylist (1991 - 1995) Provided hair care services, developed and maintained customer relationships, improved inventory management, client database, service information systems.
EDUCATION AND PROFESSIONAL DEVELOPMENT
Bachelor of Science, Accounting, January 1995 Metropolitan State University, St. Paul, Minnesota
Proficient with Microsoft Office, Audit Command Language (ACL), and Lotus Notes.
Various classes and seminars related to audit and financial services industry standards such as Audit Concepts and Techniques, Value Added Auditing, Project Management, Data Analysis Techniques, Fraud Awareness, Confidentiality and Privilege Training, Tax Implications, and Security Awareness.
HONORS
Prudential Community Champions Rising Star Award in recognition of outstanding volunteer services performed with the Greater Minneapolis Girl Scout Council, Fridley Service Unit.
Outstanding Layperson in Education Award presented by the Fridley Education Association in recognition of volunteer services performed and partnering to improve the learning environment for every child.
Name: Rose Stocker
HomePhone: 320-363-4877
WorkPhone: 320-267-6161
Email: gstocker@warpdriveonline.com
Date: 02 Mar 2002
Time: 10:15 PM
Rose Ann Stocker,CPA 9186 Crestview Drive St. Joseph, MN 56374 (320) 363-4877 Objective: To further my career in the field of accounting. I hope to bring to this position my skills in auditing, organization, bookkeeping, public relations, clerical, leadership and computer knowledge.
Experience: Public Accountant, Kern, DeWenter, Viere, Ltd. St. Cloud 1/4/99 to 4/15/99 Intern in tax department completing individual, trusts, Not-For-Profit and small business returns 4/16/99 to current Specializing in Governmental, Not-for-Profit, Fire Relief, and Gambling audits, financial statements, management letters and 990’s for these clients
Clerical Assistant, Assessor City of St. Cloud 9/96-1/98 Update and file property folders. Make copies and run errands. 3/95- 6/95 Proof and research special projects. Answer phones and customers’ questions.
Education: St. Cloud State University: 1994 – 1998 Bachelor degree in Accounting
Professional Membership: Member of AICPA Member of Minnesota Society of CPA’s
References: Patrice Smith, CPA: Cost Accountant at Antioch Co. 2815 Clearwater Rd, St. Cloud Telephone: Work: 320-529-5846 Home: 320-968-8888
Corey Boyer, CPA: City Administrator at Big Lake. 160 Lake Street N Big Lake, MN Telephone: Work: 763-263-2107 Home: 763-263-3259
Tracy Snyder, CPA: City Finance Officer at St. Joseph, 25th NW 1st Ave. St. Joseph, MN Telephone: Work: 320-363-7201 Home: 320-363-0067
Volunteer Activities: Former PTA President, Vice-President and Treasurer of Kennedy Elementary and Discovery Middle School from 1994 through 1997
Former Girl Scout Leader and Cookie Manager for Troop 131 from 1992 through 2000.
Name: Laurel R. Hofmann
HomePhone: 952-926-7591
WorkPhone: 952-926-7591
Email: focuszt@aol.com
Date: 04 Mar 2002
Time: 12:34 AM
I am sending you my resume in hopes that you can match me up with an Accounting position. I have much experience and expertise. Please call me ASAP. I have much experience and expertise. Thank you for your consideration. I look forward to hearing from you soon.
LAUREL R. HOFMANN 5841 Zenith Avenue South Edina, MN 55410 Telephone: 952-926-7591 email address: focuszt@aol.com
PROFILE Comprehensive experience in Accounting and Office Management. Proven ability to effectively organize and manage an accounting department. Dedicated professional with strong problem solving, computer, and communications skills. A team player committed to effective interpersonal communication skills, demonstrating a positive, can-do attitude, and ability to efficiently balance multiple tasks.
EXPERIENCE 2000-2001 MERITEX ENTERPRISES, INC., Roseville, MN Senior Accountant · Analyze income and expense data and prepare monthly financial statements. · Provide monthly analysis of business special projects. · Manage and control fixed asset accounting. · Manage cash flow and assist in budget preparation. · Provide direction and oversee fiscal decisions of property managers.
1993-2000 WILLIAMS AND ASSOCIATES, INC., Bloomington, MN Accountant · Direct and manage the daily activities of freight payment funding for domestic and international freight payment clients, including developing, implementing and evaluating financial reporting and internal controls. · Assist CEO/Owner in financial analysis, reporting, and funds management. · Supervise staff of two. · Manage computerized accounting of general ledger, accounts receivable, accounts payable, payroll, month-end and year-end statements, and taxes. · Responsible for generation of payroll, including executive payroll. Responsible for the preparation of commission compensation for auditing and sales staff. · Responsible for all human resource processing, including health, dental and life insurance benefits and reporting and payment of 401(k) contributions to pension administrator. · Maintain and supervise reconciliation of corporate and client bank statements.
1992-1993 MAINSTREET KIDS, INC., WAYZATA, MN Controller/General Manager · Reorganized accounting department to provide greater efficiency. Improved merchandise planning and control. · Performed all accounting functions including accounts payable and receivable, cash flow and sales projections, taxes, payroll, insurance, inventory management, and audit schedules. · Hired, trained, and supervised shipping and receiving personnel to ensure proper inventory control.
EDUCATION UNIVERSITY OF MINNESOTA, MINNEAPOLIS, MN Academic Scholarship awarded by U of M Bachelor of Arts Degree UNIVERSITY OF ST. THOMAS, MINNEAPOLIS, MN Currently pursuing a Master’s degree in Accounting
Name: James R Goodrich
HomePhone: 937-332-9834
WorkPhone:
Email: lateott@aol.com
Date: 04 Mar 2002
Time: 11:52 AM
JAMES R. GOODRICH, JR.
24 WEST SIMPSON ST. (H) 937-332-9834 TROY, OH 45373 E-mail: LATEOTT@AOL.COM
EXPERIENCE
J.B.TOOL & MACHINE, INC.- Wapakoneta, Oh. 2000-Present A privately owned stamping and manufacturing company-tier two supplier to the automotive and truck industries.
Vice President of Finance Recruited to help the owner/CEO regain financial control of the company. Held accountable for the company’s entire financial and administrative functions. ·Stabilized the bank relationship, managed a liquidity crisis and renegotiated the company loans. ·Analyzed and reduced the staffing and expenses to match lower sales level. ·Reestablished credibility in the financial functions and became a working partner with the rest of the business team. Became a trusted advisor to the CEO. ·Established monthly financial statements and an operations review with the owner and key staff members. Placed accountability within the organization. ·Negotiated and recovered a $600,000 engineering investment in a discontinued product line.
K. WM. BEACH MFG. CO., INC. - Springfield, Oh. 1995-2000 A $100 million dollar privately owned gasket and manufacturing company-one of the largest direct suppliers to Honda of America in Marysville.
Chief Financial Officer Charged with the development of new financial and operating controls to replaced outdated and incomplete manual systems. Responsible for the entire financial operations of the company. ·Hired, trained and rebuilt a complete accounting, order entry, credit, engineering and purchasing function. ·Defined and implemented a price increase with the company’s largest customer. The annual P & L impact was over $300,000. ·Established price, manufacturing and purchasing reviews of all business quotes or bids before they were released to the customers. This control process resulted in profit improvements of over $100,000. ·Negotiated cost concessions from a large vendor that resulted in an annual profit impact of about $250,000.
MIAMI VALLEY TOOL INC. 1992-1995 Retained as a consultant by the President of a $2 million dollar tool and equipment wholesaler with multiple locations in Southwest Ohio.
QUANTUM MECHANICS INC. 1991-1992 A private company engaged in environmental sampling and remeadiation at the Fernald Nuclear Facility in Cincinnati, Oh. The firm’s contract was not renewed by the management agent of the Fernald facility.
BOMAG USA INC. - Springfield Oh. 1987-1991 A $75 million dollar heavy construction manufacturer headquartered in Boppard, West Germany.
Manager of Finance and Administration Served as the Chief Financial Officer / Chief Operating Officer and jointly with the President directed the complete business turnaround of this U.S. subsidiary. ·Eliminated a net operating loss of $1.5 million in the first year(1987-1988). Continued improvements to deliver a $1.6 million pretax profit in 1991. ·Increased market penetration by adding several small distributors. Diminished sales impact that historically had been dependent upon a few large regional distributors. This action resulted in a net sales growth of 12% and increased profitability.
MOTOROLA INC.,- Schaumberg, IL. 1979-1987 A $2 billion dollar world wide manufacturer of electronic communications equipment.
Market Controller, Telephone and Subscriber Paging Planned and directed the overall financial activities of the division, including the management of over 20 personnel and several departments. ·Increased the paging business by $40 million dollars between 1984 and 1987 by establishing creative financing as well as reducing bad debt write-offs. ·Created predictive cash flow models that were used as marketing tools to secure many of the top 100 market infrastructure installations for the cellular telephone business.
Other titles at Motorola included; Operations Controller, Market Products 1981-1984, Manufacturing Accounting Manager 1980-1981, and Department Head, Manufacturing Accounting 1979-1980.
OWENS CORNING FIBERGLAS - Toledo, Oh. 1971-1979 A $2 billion dollar international manufacturer of building products. Held a variety of entry level positions and promoted to Group Accounting Supervisor in 1975.
Other Job Skills Proficient with Word, Excel, Word Perfect, Lotus 123, Macola software ( a modular software package that includes order entry, inventory management, shop floor control, labor routing, receivable, MRP etc.), Windows 95 & 98.
EDUCATIONAL SUMMARY Xavier University, Cincinnati, Oh. M.B.A June 1975; GPA 3.8 (4.0 point scale) Ohio State University, Columbus, Oh. B. S. Business Administration Marketing Major, Graduated June 1969
Name: Marc Brickman
HomePhone: 201 281 3820
WorkPhone:
Email: Brick9@optonline.net
Date: 06 Mar 2002
Time: 09:58 PM
MARC BRICKMAN 42 Hemlock Dr. Paramus, N.J. 07652 (201) 265 - 9841 Brick9@optonline.net
Business Experience ING Barings LLC, New York, N.Y. February 1999 - March 2001 Trading Assistant Executed institutional and retail orders through ECNs or with Market Makers Assisted sales traders in handling and monitoring order flow with the best executions Developed and maintained relationships with broker-dealers Handled institutional flow Prepared trade-recap reports for institutions Corporate Services Compliance work; incoming and outgoing correspondences, margin calls, 90 day restrictions, restricted trading, and NASD 5% guidelines Handled Employee Stock Option Programs; responsible for trading, paperwork, and relationships with the participating companies
Spear, Leeds, & Kellogg, New York, N.Y. July 1998 - October 1998 Trading Research Communicated directly with the NYSE Dot Services and Floor Brokers in researching executions Acted as liaison between the customer and the NYSE Assisted customer in using trading system
National Discount Brokers, New York. N.Y. June 1996 - June 1998 Trading Research / Compliance Responsible for the approval of all restricted security transactions Firms specialist for Restricted Stock Rule 144, 145, 701, sales by Prospectus, and Cashless Options Resolved trade discrepancies between customers and company
Internships Prudential Securities - Winter of 1994 Dean Witter Reynolds - Summer of 1993
Licensing Series 4, 7, 8, 24, 55, 63
Education University of Rhode Island, 1995 - Deans List Degree: Bachelor of Science - Consumer Affairs Minor: Economics
Computer Skills Nasdaq Workstation, Instinet, Bloomberg, Brass, MS Word, and Excel
Name: Sean Akben
HomePhone: 516-457-0324
WorkPhone:
Email: akbens@hotmail.com
Date: 08 Mar 2002
Time: 01:31 PM
SEAN AKBEN 56 LOIS LANE ITHACA, NY 14850 PHONE (516) 457-0324• E-MAIL AKBENS@HOTMAIL.COM
OBJECTIVE
To obtain a position where I would be able to utilize and further expand my education and experience.
SKILLS
Computers: Win 2000&NT, Excel, Word, PowerPoint, Outlook, Filemaker and QuickBooks. Languages: German(Basic), Turkish
EDUCATION
1998 - 2000 CUNY Baruch College, Zicklin School of Business New York, NY MBA in Finance, received 12/00.
1994 - 1997 Marmara University Istanbul, Turkey B.B.A with concentrations in Accounting and Finance, received 06/97
1992 - 1994 Southeast Missouri State University Cape Girardeau, MO Business Administration in Management, transferred 05/94 Placed on "Dean's Honor List"
PROFESSIONAL EXPERIENCE
April 2001 - Present GrammaTech, Inc. Ithaca, NY
Accounting and Financial Manager/Contract Specialist
* Oversee all accounting and bookkeeping tasks - A/R, A/P, and interacted with CPA to complete fiscal year end tax filings. * Compiled and analyzed month and year-end financial reports - Cash Flow Statement, Profit and Loss, Sales Reports, Overhead allocation report and Incurred Cost Proposal for government contracts. * Assumed responsibility for the investing activities of the company. * Administered all aspects of five phase one and two phase two government contracts totaling $2.3 million, ensured that the company is in compliance with the government contract reporting and accounting requirements. * Managed Human Resources functions including payroll, timesheet verification, pension and health plan. * Assisted the CEO with daily business decisions, long term Business Strategy and product commercialization.
March 1997 - July 1998 Pamukbank, Retail Banking Division Istanbul, Turkey
Assistant Manager - Marketing Department
* Direct and coordinate all aspects of 170 branches nationwide on "Credit Card Merchant" relations. * Supervise all retail banking customer representatives in all branches on commissions and fees on Merchant Acquiring. * Determination and approval of final decision on commission rates. * Sole representative with full authorization of the bank in involvement with Visa and MasterCard. * Supervisor of 6 full-time, 3 night shift employees at the headquarters of Retail Banking Division, Istanbul.
EXTRACURRICULAR ACTIVITIES/INTERNSHIPS
Aug - Sep 2000 Salomon Smith Barney, The Wittenberg Group, New York City - Part time internship.
Sep 97 Capital Markets & Stock Exchange certificate program by Istanbul University and IMKB (Istanbul Stock Exchange)
Name: Ken Brandt
HomePhone: 651-784-3974
WorkPhone: 651-244-8143
Email: KennethCBrandt@aol.com
Date: 10 Mar 2002
Time: 07:35 PM
Name: Anthony Cornejo
HomePhone: 770-988-9543
WorkPhone: 404-531-3086
Email: lacornejo@aol.com
Date: 11 Mar 2002
Time: 03:25 PM
Anthony R. Cornejo 944 Bobcat Court Marietta, Georgia 30067 (770) 988-9543 lacornejo@aol.com
OBJECTIVE Seeking Senior Financial Analyst position with medium to large company where my analytical, creative and academic skills will be used to assist Operations in achieving financial goals. Provide Operation Managers with financial tools to enable them to better manage and control performance.
QUALIFICATIONS SUMMARY Hands on, results-oriented professional with 4 years financial reporting, analysis and modeling experience. Self-directed, innovative thinker with the ability to develop financial solutions. Team player, motivated and eager to face challenges and overachieve. Currently pursuing an MBA in finance.
EXPERIENCE · Team Management Control Report (Team MCR) · Project Management using PMI methodologies · Labor Schedule Analysis · Process and Policy Improvement · Cost Margin Analysis · Coordinated Financial Model Use · Cost Projection Graphs & Charts · Cash Flow Projections · Cost Performance Analysis · Extensive use of Macros and Hyperlinks · Overtime Containment Project Design and Implementation · Use of Pivot Tables
SELECTED ACCOMPLISHMENTS · Designed Team Management Control Report (Team MCR), for tracking and forecasting profit and revenue for 8 markets. The Team MCR proved successful and was established as the company standard for reporting. This report enabled Operation Managers the ability to effectively monitor financial performance for decision-making. · Researched and designed a labor hour analysis report for 45 entertainment employees, which disclosed a company-wide overtime (OT) cost problem. Findings revealed a 34.24% OT margin. As a result, developed new improved time card and reporting process, which resulted in OT cost containment. · Redesigned company-wide hourly wage time card process improvement to reduce OT errors and identify billable hours for managers to invoice customers. Resulted in increased revenues for national divisions. In addition, the time card was digitized to enhance employee ease of use. · Conducted research for 15 national divisions to examine and calculate the margin of each Direct Material cost relative to net sales billed. This research and analysis provided Management with a quick reference and easy identification of favorable or unfavorable cost trends in excess of sales. · Modified the labor cost report to calculate (standard time over time) labor hours for 18 divisions, which revealed costs associated with each over time hour, relative to regular hour cost. The data and charts were used to project future OT projects to compare OT costs. · Developed and implemented Microsoft Excel macro that enable efficient data download and input for account receivable reporting. Decreased processing time for generating A/R report by 90%. · Designed cost projection graphs and charts for one Project Manager, which proved to be very effective. Expanded financial tool for use by other Project Managers and Office Engineers to assist with proactively managing A/R. · Successfully reduced data input time by 99% for the cash flow projection report. Automated processes with hyperlinks to organize large quantities of accounts payable and accounts receivable data. · Increased understanding of organizational architecture and developed business leadership skills as a small business owner. Managed all financial aspects of a business including hiring, income statements and balance sheets, employee payroll and marketing services. · Filled temporary position with GE PS Energy Rental Systems to centralize A/P and clean up backlog. Centralized A/P process from 15 division to Headquarters, which enable me to research and process payments for 85% of A/P backlog.
PROFESSIONAL EXPERIENCE GE PS ENERGY RENTALS, Marietta, GA 2001-2002, Financial Analyst and Accounts Payable
METRIC CONSTRUCTORS, INC., Marietta, GA 1998-2001, Financial Analyst
ATL COMPANY, Marietta, GA 1992-1998, Owner and General Manager
EDUCATION MBA in Finance (in progress), Kennesaw State University, Kennesaw, GA, completion planned Summer Quarter 2003 Bachelor of Science, Psychology, Kennesaw State University, Kennesaw, GA
SPECIAL SKILLS Microsoft; Excel, Access, PowerPoint and Word; EPIC (General Ledger System), Timberline, Rental Man (General Ledger).
Name: Daniel Rosen
HomePhone: 1.312.492.6449
WorkPhone: 1.
Email:
Date: 11 Mar 2002
Time: 04:51 PM
Name: Daniel Rosen
HomePhone: 1.312.492.6449
WorkPhone: 1.312.961.6813
Email: drosen1999@yahoo.com
Date: 11 Mar 2002
Time: 04:51 PM
DANIEL ROSEN Address (home) 17 N Loomis, #4A Chicago, IL 60607 USA Phone (home) 1-312-492-6449 Phone (mobile) 1-312-961-6813 email: drosen1999@yahoo.com
WORK EXPERIENCE
ABB Energy Capital (Chicago) Vice President for Project and Structured Finance Aug 2000 – Present · Responsible for Midwest origination, execution, and syndication of Energy-related project, and structured lease financings. · Originated and closed the first co-generation project deal in corporate division history · Led execution of several limited recourse and off-balance sheet financings including a services agreement financing and a syndicated synthetic lease · Specialized in financing renewable energy project financing, distributed energy generation projects, and energy savings/efficiency projects · Spoke on Financing Energy Efficiency Projects at the Conference on Distributed Generation in March, 2001
MCN Energy Group, Inc. (Detroit) Manager, Project Finance and Risk Management July 1999 – Aug 2000 · Directed the reorganization of MCN’s subsidiary trading company, which included developing and implementing new risk management policies and procedures, and overseeing the implementation of new risk management software · Validates risk and performance measures used by front and middle-office risk managers · Analyzed financing vehicles for off-credit monetization of MCN’s core natural gas assets, and led the search for appropriate investment bank to lead the structuring of a US$ 150m Royalty Trust for these assets · Negotiated financing for US$ 75m natural gas gathering system · Led the divestiture process of Qualifying Facilities (power plants) in anticipation of merger with DTE · Responsible for analyzing and reconciling the Vector Pipeline Canadian financial statements to US GAAP · Completed Princeton Energy courses on Front to Back Office Management and Energy Risk Management
ABN AMRO Bank A.O. (Moscow) and ABN AMRO Bank N.V. (Amsterdam) Associate Vice President, Credit Structuring and Syndications December 1997 - April 1999 Deal team member on the following transactions: · Analyzed company cash flows, co-wrote credit proposal and co-syndicated facility US$ 21 Million Syndicated Pre-Export Facility, with EKF (Danish Export Credit Agency), for Norilsk Nickel – Interrosleasing · Analyzed project cash flows and regional budget and prepared credit proposal US$ 17 Million Structured Credit Facility for the Sakhalin Regional Administration Electric Power Station Project · Led renegotiation of initial terms and conditions precedent for the US$ 300 Million EBRD Project Financing for Gazprom · Wrote credit proposal, drafted information memorandum, and assisted in syndication US$ 80 Million Pre-Export Finance Syndicated Facility for Rosneft-Sakhalinmorneftegaz (a major Russian oil company) · Co-Led syndication with Amsterdam US$ 70 Million Pre-Export Finance Syndicated Facility for Severstal (A major Russian steel company) · Wrote credit proposal and co-led syndication US$ 21 Million ECA Covered Credit Facility for Petersburg Telephone Network · Co-Led syndication with Amsterdam US$ 55 Million Pre-Export Finance Syndicated Facility for Tomskneft (A major Russian oil company) Other accomplishments: Established local syndication operations in Russia · Responsible for examining and reconciling Russian GAAP to IAS and/or US GAAP · Responsible for identifying, measuring and monitoring market, liquidity and counterparty credit risks; · Completed Euromoney courses on Credit Syndications (February 1998) and one month training with Credit Structuring and Syndications Department, Amsterdam (March 1998)
The Russian Project Finance Bank (Moscow) EBRD Project Support Associate December 1996 – December 1997 · Worked on development of initial project cash flow models for the Blue Stream natural gas project · Analyzed cash flows and negotiated complex security frameworks for several multi-billion dollar natural gas extraction and transportation project credits for Gazprom · Directed feasibility study and wrote business plan for a Capital Markets Development Project · Completed Euromoney course on Project Finance (June 1997) and Reconciliation of Russian Financial Statements (August 1997) · Assisted senior management at a small Russian investment bank specializing in corporate financial advising to Russia’s largest corporations, including Gazprom. The Bank’s primary areas of expertise were in the oil and gas, mining, transportation, telecommunications, and pulp and paper industries
C&M International (Washington DC) Economic Policy Specialist June 1995 – December 1995 · Prepared and presented regular reports to client on the following subjects: the World Trade Organization (WTO) technical barriers to trade US banking reform privatization and US monetary, and shipbuilding policies · Analyzed financial, political and country risks in Ghana and Zimbabwe for a multinational mining company
Office of the US Trade Representative (Washington DC) Graduate Assistant for WTO and Multilateral Affairs January 1995 - June 1995 · Evaluated accession materials for all WTO applicant countries and assisted in developing policy positions for bilateral negotiations with Russia, Ukraine, Estonia, Panama, China and Taiwan · Organized a seminar on the functions and disciplines of the WTO in Washington and Saudi Arabia for the Gulf Cooperation Council members · Coordinated interagency and government-industry consultations
EDUCATION:
American University, Washington DC MA, International Economics, Secondary Emphasis on Banking and Finance, GPA 3.7/4.0, August 1993-May 1996 Defense Language Institute, Monterey CA, Honors Graduate, Dean’s List every Semester, GPA 3.9/4.0 February 1990 - February 1991 Northern Illinois University, DeKalb IL, BA, Political Science and Russian Studies, GPA 3.3/4.0, Dean’s List 1988 and 1989, Gamma Award for Academic Excellence 1989, August 1984 - May 1989
PUBLICATIONS, WORKS AND OTHER:
Public Private Partnerships in Infrastructure Finance: Panel Presentation at the International Conference on Transportation, St. Petersburg, Russia, June 1998 An Analysis of IMF Policies towards Russia, 1992-1993: Are the Critics Right? Master’s Thesis, June 1995
LANGUAGES, SKILLS, AND INTANGIBLES
Preparing for the level-1 Chartered Financial Analyst (CFA) exam in June 2002, as well as the Series 7 and 63 exams Native English, fluent Russian, limited Spanish Thoroughly computer literate, including knowledge of Excel, Word, PowerPoint, C+, SAP, Loandirector, and other Financial and Statistical software Extensive leadership, analytical, interpersonal, and problem solving skills
Name: Sydney Shaw
HomePhone: 913-451-1939
WorkPhone: 816-545-3085
Email: zeefee@aol.com
Date: 12 Mar 2002
Time: 03:43 PM
I have sent you my resume as an attachment.
Name: Akanksha Shukla
HomePhone: (651) 766 7670
WorkPhone:
Email: aksha14@yahoo.com
Date: 14 Mar 2002
Time: 04:07 PM
AKANKSHA SHUKLA
2799 Rustic Pl, Apt.# 316 Little Canada, MN 55117 Phone: (651) 766-7670
Email: aksha14@yahoo.com
Hayden Search Group
Mar. 14, 2002
Dear Sir/Madam:
In response to your recent advertisement for the position of Senior Accountant(sothern suburbs), Staff Accountant(St. Paul), Sr. Financial Analyst(western suburb) and Tax Analyst(southern suburb), I am enclosing my resume for your evaluation and consideration.
I have Bachelor and Master Degrees in Finance and three years of experience in various finance areas, such as accounting, auditing and taxation. I gained this experience during three years of Chartered Accountants (C.A.) Articleship. I have completed one of the four groups of examination conducted by The Institute of Chartered Accountants of India.
I hope you will find my qualifications appropriate for the position of Senior Accountant(sothern suburbs), Staff Accountant(St. Paul), Sr. Financial Analyst(western suburb) and Tax Analyst(southern suburb). I am looking forward to meeting with you when we can discuss about my background in more detail. With kind regards.
Sincerely Yours,
Akanksha Shukla.
enclosed: resume
AKANKSHA SHUKLA
2799 Rustic Pl, Apt. #316, Little Canada, MN 55117. Phone: (651) 766-7670 Email: aksha14@yahoo.com
OBJECTIVE To pursue career as a Finance Professional in order to utilize my experience and background in accounting. QUALIFICATIONS PROFILE · Detailed knowledge & exposure of working system of a finance company engaged in the business of accepting fixed deposits from public, equated monthly installments (EMI) transactions with its customers, inter-corporate loan transactions. · Proficient in filing income-tax returns of individuals, partnership concerns and companies. · Preparation and finalization of accounts and financial Statements.
EDUCATION AND TRAINING (i). Academic Information · Master of Science (Finance) from India in April 1999. · C.A. Inter Group-II from The Institute Of Chartered Accountants Of India, in May 1998. Master’s degree from India has been treated as equivalent to Master’s degree in a similar field completed at an accredited college or university in the United States by Educational Records Evaluation Services (ERES). The C.A. degree of India is equivalent to CPA of USA.
(ii). Completed 3 years C.A. Articleship (from 1994-97) as Articled Clerk Audit Undertaken during Articleship: · Statutory and Internal Audits of a Finance Company. · Statutory Audits of manufacturing Companies. · Member of the Audit team for Banking Companies. · Statutory Audits of Public Trusts, Educational Institutions. Tax Cases Undertaken during Articleship: · Income-tax cases of individuals, partnership concerns and company. · Tax Planning, Computation of Income & Tax Liability. · Preparation and Filing of Income tax returns. RELATED EXPERIENCE Worked in India as Senior Accountant for six months. Specific Achievements: · Management Information System - Price Fixation and Costing of Electronic Goods. · System Study/Review of Direct Billing System & Servicing/Repairing Activity in the organization. · Timely Preparation and Reconciliation of party balances. · Control and follow up of money recovery activity. COMPUTER SKILLS Well versed with Windows-98, MS-Word, Excel, Access-2000 & Accounting Package-Tally 5.4.
*****
Name: greg strom
HomePhone: 651 739 4867
WorkPhone: 612 367 2264
Email: gsstrom@yahoo.com
Date: 18 Mar 2002
Time: 04:11 PM
GREGORY STROM 3527 Richmond Parkway Woodbury, MN 55129 651) 739-4867 Cell: (651) 295-1186 gsstrom@yahoo.com
SUMMARY
Results-oriented Advanced Information Systems Auditor with technical programming skills and an expertise in conducting IS audits for a major U.S. insurance company. Designed and developed automated processes and performed computer support roles. Effective communicator with excellent design and problem solving skills.
EXPERIENCE
1994 - 2002 ST. PAUL COMPANIES INC., St. Paul, MN Advanced Auditor 1995 - 2002
Planned, led, conducted and acted as a member of an audit team that assured executive management policy and control objectives were met.
Conducted audits as an Advanced Auditor assessing controls over information system application development and IT support corporate headquarters and subsidiaries. Promoted use of automated workpapers and designed and automated process flow using Lotus Notes resulting in audit process efficiencies. Programmer Analyst 1994 Provided programming and support for workers’ compensation application.
Designed, developed and maintained IMS/COBOL applications in IBM mainframe environment. Reported state regulatory information.
1990 - 1994 PROGRAM SYSTEMS, INC., Kansas City, MO Programmer Analyst
Performed programming responsibilities for user and system applications in service bureau that provided information systems resources to multiple businesses.
Supported clients and applications for business that provided insurance, education, research, and magazine publishing. Designed and implemented the first Novell Client Server Network internally providing more efficient operations for staff.
1989 - 1990 SHARED MEDICAL SYSTEMS, Malvern, PA Technical Support Specialist
Provided technical support in corporation that provided software applications and support for medical providers in the United States.
1987 - 1989 COMPUTER DATA SYSTEMS INC., Rockville, MD Technical Support
Provided programming and technical support for software sales division that marketed CASE tools for user applications.
EDUCATION
B.S., University of Minnesota, St. Paul, MN Certificate in Computer Programming, Control Data Institute, Denver, CO
PROFESSIONAL
Certified Information Systems Auditor (CISA)
DEVELOPMENT
Transitioning to Management, St. Paul Companies Project Leadership, St. Paul Companies
Information System Audit training courses:
Windows NT, Windows 2000 Security and Administration Audit Conferences for Information Systems Auditing
Information Systems training courses: 2150 Designed a Secure Windows 2000 Network 1560 Upgrading Support from NT 4.0 to Windows 2000
Novell Netware LAN Courses Networking Technologies, (LAN Fundamentals, LAN Components, LAN Operating Systems, LAN Administration, LAN Applications),
PC DOS, PC Hardware Components, Operating Systems, Microsoft Windows at Johnson County Community College, Overland Park, KS
Name: Judy Engum
HomePhone: 612-824-6884
WorkPhone:
Email:
Date: 19 Mar 2002
Time: 12:29 PM
Name: Judy Engum
HomePhone: 612-824-6884
WorkPhone:
Email:
Date: 19 Mar 2002
Time: 12:29 PM
Name: Judy Engum
HomePhone: 612-824-6884
WorkPhone:
Email: engum@aol.com
Date: 19 Mar 2002
Time: 12:32 PM
JUDY ENGUM 5039 11th Ave. South Minneapolis, MN 55417
Home: 612-824-6884 Email: engum@aol.com Office: 952-893- 3517 Fax: 952-831-6096
SUMMARY
Highly motivated and efficient individual with an interdisciplinary background in general management. Adept in organizational analysis, change management, problem solving, and planning. Recognized for leadership and training capabilities. Excellent team player with strong communication skills and flexibility in job duty performance. Heavy customer service interaction.
PROFESSIONAL EXPERIENCE
Great West Life, Minneapolis, MN 1980 - 2001 Great West Life is a leading provider of financial services and employee benefits with assets of over $28M and 8700 employees. The employee benefits division administers $7M in Life and Health and $8M in 401K assets.
REGIONAL MANAGER 1988 - 2001 Led multiple functions in the Minneapolis benefit payment office, including meeting target accuracy, productivity and customer satisfaction standards, maintaining positive working relationships with sales office, home office departments and policy holders. * Managed the transfer of business and closure of the Minneapolis office, including * Maintaining expected performance standards * Compiling and conveying policy holder information for new office * Consistent excellent communication with receiving office * Retaining long term experienced employees through transition * Coordination of donation and liquidation of all office materials and supplies * Development of career opportunities for departing employees * Developed solutions to customer problems through analysis, team communication, retraining, and active listening skills. * Directed and implemented the conversion of new business to current product offerings. * Chosen to manage interim office in Denver established to handle temporary claims work overflow. * Successfully assimilated and implemented relocation of two previously independent offices. * Participated in quarterly meetings achieving improved communication and cooperation between various divisions. Customer service quality improved as measured by satisfaction surveys.
ASSISTANT MANAGER 1984 - 1988 Participated as an integral part of the management team in its effective operation of the Benefit Payment Office. Assisted the manager in establishing objectives, staffing and personnel issues, technical training and retraining, administrative and technical functions. Supervised three units. * Recommended implementation of audit feedback program resulting in improved quality of performance. Coached employees to achieve highest performance results for the division as measured by both in house and home office audits. * Managed training program of examiners, improving product knowledge and understanding of company procedures. * Created quality customer service practices reducing customer complaints. * Reorganized clerical unit and implemented new administrative procedures.
PRIOR EXPERIENCE
With Great West Life, several positions of increasing responsibilities including business unit management, employee performance management and training. Successful track record of coaching and developing employees with less than acceptable levels of performance to better than average.
ACCOMPLISHMENTS
Chairperson, Benefit Payment Council Member, New England Roundtable Recipient, 3 Awards of Excellence
EDUCATION and PROFESSIONAL DEVELOPMENT
Quality service Skills, Learning International Interpersonal Managing Skills, Learning International Conducting Goal Assessments and Performance Appraisals Fraud Training BA, Psychology, North Park University, Chicago, IL
AFFILIATIONS
Member, ARC
Name: Andrew J. Rihm
HomePhone: 651-739-1468
WorkPhone: 651-735-5000
Email: andrew_rihm@hotmail.com
Date: 19 Mar 2002
Time: 09:04 PM
Andrew J. Rihm 3869 Jamestown Curve • Woodbury, MN 55129 651-739-1468
Profile Energetic, ethical hard worker with experience, skills and training in sales and marketing. Enjoys relationship building and consultative selling. Demonstrates leadership skills in workplace, community and classroom settings. Solid employment experience with history of increasing responsibilities.
Strengths Supervisory Skills Computer Skills • Customer focused • Team player • MS Word, Access, Excel • Manages time effectively • Strong leadership skills • MS PowerPoint • Innovative • Resolves complaints, problems • Windows 2000/Millennium • Communicates clearly • Trains and supervises employees • Internet • Responsible • Monitors progress • Email • Concerned • Schedules work • Front Page
Education BA Degree in General Business, 2001, University of St. Thomas, St. Paul, MN
Notable Achievements • Earned WOW Employee of the Month Award for exceptional customer service. • Consistently meets or exceeds referral goals. • Maintains excellent balancing record. • Selected to work with Lions Club on multiple banking needs for special garage sale project. • Assisted local high school with record keeping and savings bond certificate redemption. • Earns regular promotions and increasing responsibility. • Maintains perfect attendance record.
Professional Experience First National Bank of Woodbury, Woodbury, MN, 1997 - present Personal Banker, 2001 - present Markets consumer banking products. Solicits and opens new accounts including checking, savings, CDs, IRAs, ATM and credit cards. Educates clients about bank products and refers clients to other areas of bank for appropriate products and services. Creates and maintains files and documentation.
Head Teller/Teller Line Supervisor, 2001 Supervised and provided work direction to 6 tellers including scheduling, training and managing. Coordinated safe deposit boxes for entire branch. Trained all new branch employees on bank operations.
Senior Teller, 2000 - 2001 Duties expanded to include maintaining ATMs, performing vault operations, interfacing with Federal Reserve Bank of Minneapolis, backing up head teller, closing accounts, supervising night tellers, locating teller/branch errors and balancing administrative loan accounts.
Customer Service Representative/Teller, 1997 - 2000 Provided service to bank clients in person and over the phone including cash advances, loan payments, check cashing, tax payments, account inquiries, deposits and change orders.
Other Experience Marketing Consultant, St. Matthew’s Catholic School, St. Paul, MN, 2001 Led group of three consultants to gather, review and assess information and make recommendations for improvement to strengthen marketing efforts. Provided and presented 38-page report.
Community Service, 40 hours with the City of St. Croix, WI
Name: Brian Jaedike
HomePhone: 651-592-1138
WorkPhone: 612-334-4873
Email: brian.w.jaedike@us.andersen.com
Date: 22 Mar 2002
Time: 10:10 AM
I would be interested in applying for/getting more info on jobs 939, 975, 888. I attached my resume in an email sent to you. Thank you for your consideration.
Thanks,
Brian Jaedike
Name: Loreli M. Yurczyk
HomePhone: 320-356-7196
WorkPhone:
Email: ryurczyk@netzero.net
Date: 22 Mar 2002
Time: 03:06 PM
I am seeking employment in the banking and finance industry. I was most recently employed as a loan officer, credit analyst and SBA portfolio manager, and have over 20 years of business development and finance experience. I enclose my resume as a first step in exploring the possibilities of employment with other companies you may be aware of that are seeking to fill a current or future position.
As an employee I would bring Business Development, Finance, Agriculture and Business Underwriting, Customer Service, and FAS & SBA guarantee loan skills and experience that I have developed over many years. Furthermore, I work well with others, have extensive computer technology skills, and I am experienced in cold calling, presentations to large and small groups, negotiating, loan closings, problem solving, personal goal development, and organizing my time.
I have worked with agriculture, real estate, commercial, consumer and lease products, I have managed diversified loan portfolios, which included SBA guaranteed loans, and I have very good organizational and communication skills.
Thank you for your consideration. Please feel free to contact me at any time regarding possible employment.
Sincerely, Loreli M. Yurczyk LORELI (Lori) YURCZYK 36118 Co Rd 155, Avon MN 56310 (320) 356-7196
JOB OBJECTIVE A position requiring credit, and analytical skills in the finance or banking industry. Position should require a variety of tasks, including customer relationships, marketing, portfolio management and analysis.
SKILLS Experience in business development, sales, analyzing, structuring, negotiating, processing, closing and compliance of consumer and business loans, and leases.
Excellent lending knowledge of consumer, and commercial loans including construction loans, equipment and facility leasing.
Thorough knowledge of SBA guarantee lending and the diverse small business industry.
Extensive knowledge of Agricultural lending and the diversified agricultural industry as well as FSA guarantees and equipment and facility leasing.
Comprehensive portfolio management skills and knowledge of the responsibilities required to manage credit functions and ensure credit quality.
Experience with development and analyzing cash flows, balance sheets, profit and loss statements taking applications and gathering data needed to make a credit decision.
Clear understanding of various entities of commercial businesses such as corporations, S corporations, LLP’s, LLC’s, general partnerships and sole proprietors.
Extensive experience working with the Internet, computerized loan processing, tracking and analyzing systems, Word, Excel, Power Point and many other programs.
A people orientated individual with excellent customer service and team work experience.
A wide range of marketing experience, from product development and support to calling on customers and prospects to do presentations and selling of a product as well as follow calls.
Experience being a problem solver and "go between" for clients while using creativity, and marketing skills to accomplish "win win" situations.
Self motivated and reliable individual who welcomes the challenge of developing and nurturing client relationships and selling products.
Ability to prioritize work load and complete paper work required on a timely basis and accomplish established goals. Self directed and focused individual who works well on her own and completes projects with little need for guidance or direction from senior management.
The ability to motivate individuals using communication skills learned and developed over 20 years of working with businesses on a professional and personal level.
EMPLOYMENT Minnesota Business Finance Corporation, St. Cloud, December 2000 to March 2002 Loan Servicing Officer Responsible for management of SBA 504 loan portfolio with 460+ loans ($120 million). Analyzed, approved and/or recommended servicing actions. Servicing actions included payment deferral, subordination, assumption, release or substitution of collateral, guaranty, and life insurance assignment. Responsible for payment changes, delinquency monitoring and collection, and liquidation’s. Duties also included the annual review and risk rating of each borrowers financials. Monitoring of hazard insurance, life insurance, collateral site inspections and UCC continuations. Preparation of legal documents, security release documents, UCC continuations, and annual borrower surveys. Developed servicing action procedure, risk rating system, and tickler system for monitoring of UCC’s, insurance, collateral inspections, and job creation. Supervised student intern and developed the off-campus work study program.
Stearns Bank, St. Cloud, September 2000 to December 2000 Commercial Credit Analyst Responsible for analysis and underwriting of existing and prospective credits. Completed the spreading of financial information, analyzed the credit risk and collateral, researched the industry, and made recommendations to the credit officer. Monitored existing credits as they came up for renewal.
AgStar Farm Credit Services, St. Cloud, May 1993 to May 2000 Commercial Lending Officer 1998 to 2000 Relationship manager of a diversified agriculture related commercial loan portfolio ($60 million). Prospected and developed new customer relationships. Serviced existing customer base. Attended shows, made presentations, cold calling and networking. Discussed loan and leases programs, negotiated terms, structure and benefits with prospects and existing borrowers. Interviewed applicants, gathered information pertinent to application, analyzed the request, and worked with loan assistant to complete transaction. Conducted loan closings and monitored funding. Responsible for payment monitoring and collection. Credit Analyst 1995 to 1998 Responsible for analysis and underwriting of existing and prospective credits. Completed the spreading of financial information, analyzed the credit risk, collateral analysis, and approved or recommended credit to loan committee. Monitored existing credits as they came up for renewal. Customer Service Rep 1993 to 1995 Interacted with customers to provide responsive, quality customer service. Responsible for providing a variety of administrative and staff support services for lending activities. Various functions included loan processing, loan accounting, collateral management, research and reporting, correspondence and other documentation.
Bankers Systems, Inc., St. Cloud, December 1992 to May 1993, Product Support Technician
Total Agri-Business Services, Inc., Albany, August 1982 to October 1992, Farm Management Advisor
EDUCATION University of MN, St. Paul Bachelor of Science, Agricultural Education Conferred in June, 1981
Univ. of MN Technical College, Waseca Associate in Applied Science, Horticulture Management Conferred in September, 1979
Name: ARIF BASHIR
HomePhone: 952-835-8696
WorkPhone: N/A
Email: bashirarif@hotmail.com
Date: 22 Mar 2002
Time: 09:43 PM
ARIF BASHIR 9851, Harrison Road Telephone: 952-835-8696 Apartment # 224 Email: bashirarif@hotmail.com. Bloomington, MN 55437_________________________________________________________________
OBJECTIVE: Financial Analyst position that requires excellent analytical, problem solving, and project management skills.
TARGET JOB: Desired Job Type: Employee Desired Status: Full-Time Salary: Open Site Location: On-Site Description of my perfect job: A financial analyst position in a company that offers opportunity to learn in different functional areas. Career Level: Entry Level (2 years of experience) Date of Availability: Immediately Travelling 70%
TARGET COMPANY: Company Size: Open Category: Finance Description of my ideal company: My ideal company will offer a variety of interesting projects, believe in the importance of staff to succeed, and encourage integrity of all employees. Target Location: Twin Cities, MN Work Status I am authorized to work in the US for any employer
EXPERIENCE: March 1997 - August 1999 ANZ Grindlays Bank Karachi, Pakistan Financial Analyst Corporate Credit Card Department
Provided various financial and credit services with the goals of acquiring 100% of the customer's business. Analyzed financial statements and Cash flow of client companies to determine credit worthiness. Prepared financial statements and Cash flow of client companies using credit methods and techniques. Conducted research and analyses of risk involving foreign investment accounts. Prepared reports on results of credit analyses and industry research. Prepared profitability analyses and loan documentation. Serviced clients' relationships, and cross-selling products and services. Initiated and completed special accounting projects as assigned by the Managers.
January 1996 - March 1997 Bolan Bank (Pakistan) Ltd. Karachi, Pakistan Personal Banker Retail Banking
Responsible for establishing, retaining, and deepening relationships with banking center customers and potential customers to achieve sales goals. Proactively used referrals from existing clients to obtain new clients. Analyzed client profile to identify needs and recommended appropriate products/services. Established and maintained deposit accounts and initiated loan applications. Supported the Corporate Sales Department in achieving business objectives. Reviewed and analyzed monthly data and presented findings to Manager. Processed Foreign Exchange Remittances, Travelers Checks and related services.
EDUCATION: MBA Finance Sept. 1999 – Sept. 2001 Oxford Brooks University London, UK North London Campus
Courses include: Strategic Management Accounting, Investment Analysis, Advanced Corporate Finance, International Business Strategies, Competitive Change in the Global Economy, Interpretation of Financial Statements, International Finance Certification Program Jan 1992 - Dec 1995 Institute of Cost & Management Karachi, Pakistan Accountants
Courses include: Cost Accounting, Quantitative Methods, Financial Reporting, Advanced Financial Accounting, Business Communications & Report Writing, Operational Cost Accounting, Strategic Management Accounting, Organizational Behavior & Strategic Management, Corporate Performance Audit & Evaluation.
Bachelor Degree Jan 1987 - Dec 1991 University of Karachi Karachi, Pakistan
Courses include: Principles of Micro & Macroeconomics, Financial Accounting I & II, Management Accounting I - II & III, Commercial Bank Management I & II, Short-Term Financial Management, Security Analysis, Financial Accounting Applications, Business Statistics, Business Society and Ethics.
SKILLS: Skill Name Skill Level Last Used Experience Retail Banking Expert 2 years ago 3 years Sales & Relationship Management Expert 2 years ago 3 years Research Expert 1 yeas ago 3 years Forecasting Intermediate 1 years ago 3 years Cost Accounting Intermediate 1 years ago 3 years Financial Analysis Intermediate 1 year ago 2 years Variance Analysis Intermediate 1 year ago 2 years Excel and Lotus 1-2-3 Expert Currently used 5 years Hyperion Intermediate 1 year ago 2 years
ADDITIONAL INFORMATION: Highly motivated to learn and advance in this field. Highly analytical and capable of learning and applying complex concepts quickly. Enthusiastic team player with the drive to excel. Active participant in college activities, including vices president of the Accounting Club and organizer of a campus blood drive for the Community Action Group.
REFERENCES: Available upon request
Name: Ajay Bahri
HomePhone: 617 739 0420
WorkPhone:
Email: ajay_bahri@hotmail.com
Date: 24 Mar 2002
Time: 02:14 AM
AJAY BAHRI____________________________________________________ 5 Lincoln Road, Suite no. 1, Brookline, MA – 02446. Tel: 617-739-0420/ Cell: 617-669-7658 ajay_bahri@hotmail.com
OBJECTIVE________________________________________________________________ To enhance shareholder value by leading in integrated performance improvement strategies of companies with specific focus on finance, cost control, and supply chain management.
EDUCATION______________________________________________________________ Massachusetts Institute of Technology (MIT) - Candidate for Master of Engineering (Logistics) with focus on efficient management of supply chains, analytical & optimization tools, computer modeling, and manufacturing strategy. Expected to graduate in June 2002.
Punjab University, India - Bachelor of Commerce - Honors (1983): 1st in college, awarded gold medal and name inscribed in college roll of honor.
PROFESSIONAL MEMBERSHIPS____________________________________________ Fellow Chartered Accountant (FCA-India 1986): 42nd all-India rank (12th north zone)
Fellow Chartered Management Accountant (FCMA-UK -1990) – All ‘A’ grades
Certified Information Systems Auditor (CISA-USA – 1993)
WORK EXPERIENCE_______________________________________________________ Manager Internal Audit September 2000 to July 2001 Qatar Telecom (Doha, Qatar) A public limited company that provides all telecommunication services in the country (e.g. fixed line, cellular, internet, data, and long distance etc., Annual profits – US $250 million). • Led the internal audit department and reported to the Audit Committee comprising of Board members. • Responsible for independent appraisal of all the financial and operational systems. • Developed procedures for improving debtors’ recoverability - potential savings in millions of dollars. • Designed revenue assurance procedures for mobile/telephone calls resulting in timely detection/prevention of revenue losses (benefits in millions of dollars). • Streamlined procurement procedures through revision of evaluation process and consolidation of purchases. • Diminished losses by recommending discontinuation of the sale of unprofitable non-core products, based on review of logistics costs. • Advised senior management on strategy/policy matters including weaknesses in the core business and methodology to implement change. • Introduced computer assisted audit techniques and trained staff on data analysis procedures.
Senior Internal Auditor / Internal Auditor March 1990 to July 2000 Emirates Telecommunications Corporation (Abu Dhabi, UAE) A company providing all telecommunication services in the country as well as satellite phone service in Asia and Europe (Annual profits – US $500 million) • Reported to the Chief Internal Auditor and/or to the CEO of the company. • Reviewed numerous contracts for procurement of telecommunications equipment, supplies, and services. Recommendations resulted in large savings (at times in millions of dollars) • Led teams for financial/operational review of all the functions in the company including finance, logistics, IT, human resources, operations, engineering and marketing etc. • Led special assignments, based on management instructions, covering diverse areas such as revenue assurance, strategies to combat fraud, review of procedures manual, changes in personnel policies, and cost reduction initiatives etc.
Accountant December 1987 to February 1990 ERNST AND YOUNG (Sharjah, UAE) Reported to the Manager/Partner and finalized consulting/financial review assignments for various companies including those in the oil industry, container handling, transportation, hospital services, hotels etc.
Assistant Accountant March 1987 to September 1987 ITC Ltd. (Associate of BAT Co. in India) Responsible for financial and operational review of various divisions of the company including cigarette manufacturing, hotels, printing and packaging.
Articled Trainee July 1983 to August 1986 KPMG (AFF), New Delhi, India Performed financial reviews and consulting assignments for various Fortune 500/multinational companies. Led audit teams of junior trainees and finalized assignments with partners.
INFORMATION SYSTEMS SKILLS___________________________________________ Oracle Financials, Windows NT, C language, Audit Command Language (ACL), MS Word/Excel/Power Point, Access programming, simulation software– Vensim, i2’s Supply Chain Strategist.
RESIDENTIAL STATUS IN USA______________________________________________ International Student from India (F-1 visa)
Name: Vadim Melnichuk
HomePhone: 763-550-1573
WorkPhone: 612-587-2496
Email: vmelnichuk@aol.com
Date: 26 Mar 2002
Time: 10:50 PM
VADIM MELNICHUK 10925 47th Place North, Plymouth MN 55442 763-550-1573, vmelnichuk@aol.com ________________________________________________________ SUMMARY
Experience in Data Mining/Predictive Modeling, Data Warehousing, Data Modeling, System Analysis, Statistics, Dynamical programming. Skills in Analytical Customer Relationship Management, Database Design and Metadata Management. Working knowledge of SAS, advanced data exploration using Synera Explorer, Model1, Power Designer (Warehouse Architect), Erwin, Impromptu, Red Brick, Informix, SQL Server, Oracle, JD Edwards, Visual Basic, C/C++, MS Access, HTML and UML. Ph.D. in Computational Mathematics.
GENERAL SKILLS:
Collecting, Analyzing and Classifying Business Requirements. System Analysis, Data Exploration and Dimensional modeling. Project Management and End User education. Knowledge Transfer from IT groups to Business Community.
DATABASES/SOFTWARE/OS:
SAS, UNIX, NT, INFORMIX 7.x, SQL SERVER 6.5, Red Brick 5, VISUAL BASIC 4 & 5, VISUAL C++ 5, HTML, AS/400, JD EDWARDS, ORACLE 8.I, MS ACCESS, PASCAL, FORTRAN.
Data Modeling , DATA MINING, OLAP, Advanced Data Exploration, ETL & REPORTING TOOLS:
SAS, ERWIN, WAREHOUSE ARCHITECT 6, OBJECT ARCHITECT 7, METACUBE, DATA TRACKER, APPMODELER, METAWORKS , DATA STAGE, S-DESIGNER, SYNERA EXPLORER & DISCOVERY, MODEL 1, POLYANALIST, SAS EM, IMPROMPTU, Retek Demand Forecasting, Retek Data Warehousing, Retek Merchandising System, SILVERRUN, MICROSTRATEGY
ALGORITHMS & DATA MINING TECHNIQUES:
Neural Networks, Group Method of Data Handling (GMDH), Genetic Algorithms, Regression, Clustering, Time Series Analysis, Product Association, Classification, Dynamical programming
APPLICATIONS:
Banking Marketing, Retail, Manufacturing, Health Care, Analytical CRM, Data Warehousing/Mining, Biochemistry and Limnology/Oceanography
EXPERIENCE
Dec 2000 – Current Predictive Solutions Consultant, Retek, Inc. Minneapolis, MN Participated in Customer Revenue Optimization solutions design and development Applied Dynamical programming approach to inventory management Developed methodology for Enterprise Level Replenishment Optimization Implemented Demand Forecasting for one of the largest retail companies in UK Applied Statistical analysis to discover significant excessive inventory at US government Supply Chain . Modified and tested software to simulate replenishment optimization Implemented data exploration using SAS to find data integrity problems for largest US Retail companies Prepared a short course on data validation and exploration for Retek, Inc. partners and customers. Imported client’s data into Oracle 8.i database. Extracted inventory data from Oracle 8.i and imported into SAS repository. Aug 2001 – current Community Faculty, Metro State University, Minneapolis, MN Teaching MIS (fall 2001), Data Warehousing/Mining & Advanced Data Warehousing/Mining (spring 2002)
Jan 2000 – Nov 2000 Software Engineer, Corporate Marketing, Wells Fargo Bank, Minneapolis, MN Designed Customer Data Mart. Implemented dimensional modeling for Marketing Decision Support System (MDSS). Was a team lead for MDSS MetaData design. Implemented Data Preparation for Data Mining and Analytical CRM applications like Customer Retention, Cross-Selling, Response Modeling. Designed usage database for performance modeling. Developed methodology for Data Load into MDSS Quality Control. Evaluated Data Mining tools Model and Campaign Management from Unica Tech., Inc. and Enterprise Miner from SAS Institute. Responsible for interpretation of complex Data Mining and Data Warehousing design results for non-technical user groups.
May 1999 – Jan 2000 Sr. Data Mining Specialist, Synera Systems, Denver, Colorado and Barcelona, Spain Managed the Project on Time Series Forecasting using Neural Networks, Group Method of Data Handling and Genetic Algorithms. Was responsible for Data Preparation for Data Mining design and functional specifications.
Oct 1998 – May 1999 Consultant III, INFORMIX SOFTWARE, Inc. Minneapolis Designed dimensional models. Was responsible for metadata management for Informix MetaCube ROLAP integration with BAAN Enterprise Resource Planning Application. Analyzed Customer requirements and implemented Marketing Data Mart logical model for Buffets, Inc. Evaluated Data Mining tools Model 1 from Unica Tech., Inc. and PolyAnalyst from Megaputer Intelligence, Inc.
1997 - Oct 1998 Sr. Data Analyst, HOFFMAN ENG ANOKA, MN Introduced new and emerging technology concepts to senior-level executives to help them to develop a vision of the future, evaluating alternatives and setting priorities. 1. Designed Pentair’s customer profiling for future marketing using data mining tools. The approach was to combine in-house Customer Database with Dun & Bradstreet Database to enhance each customer record with Industry Classification code, sales volume, Number of employees, etc. 2. Developed plan for item segmentation into different service classes based on historical sales, supplier performance and customer buying patterns. Built Strategic Business Plan based on current market dynamics and customer requirements. Was responsible for Logical and Physical Data Warehousing Definitions Implemented Metadata Management including Metadata for Data Integration (moving data from the JD Edwards source system to populate the Detailed Data Warehouse) and Metadata for Data Transformation. Responded to the education needs of Team members in Data Warehousing concepts. Implemented Data Mart for Material Inventory Management. Designed a dynamical model to control Number of Inventory Turns and Safety Stocks.
1996-1997 Information Technology Consultant, QUALITY DATA SYSTEMS, MINNEAPOLIS, MN Analyzed Client’s company requirements for Information System conversion from Mainframe to Client/Server. Identified Project Phases, their task breakdown structure and deliverables. Designed and implemented Client Health and Mentally Disabled Client Job Placement subsystems using VB5, SQL Server, Remote Data Objects, and Three Tiers Methodology. Developed the Web base Multiple Ordering Management Systems using Visual C++, VB, HTML, ODBC, MS Access and Oracle. Implemented a modification of Allergen Management Software System using C/C++, Windows API and MS Access.
1995 - 1996 Software Developer, BUSINESS COMPUTER SPECIALISTS Inc., Minneapolis, MN Classified Customers requirements and transformed them into Knowledge Discovery Tasks. Applied generic algorithms to find clusters in the multiple buyers’ segment. 1993 - 1994 Research Associate, UNIVERSITY OF MINNESOTA, DULUTH, MN Designed and developed the document management system for the Large Lakes databases using C, Pascal, and MS Access.
EDUCATION :
2002 Retek Demand Forecasting: Technical Support, Retek Training Center, Minneapolis, MN 2002 Retek Demand Forecasting: Foundation, Retek Training Center, Minneapolis, MN 2001 Microstrategy, Retek Training Center, Minneapolis, MN 2001 Retek Data Warehousing, Retek Training Center, Minneapolis, MN 2000 Retek Merchandising System – Fundamentals, Retek Training Center, Minneapolis, MN 2000 SAS client/server solutions, SAS Institute Training Center, Minneapolis 2000 SAS programming, SAS Institute Training Center, Minneapolis 1998 Informix 7.3 Managing & Optimizing, Informix System Administration, Informix Performance Turning, Data Warehousing Design and MetaCube Administration. Informix Training Center, Colorado 1997 JD Edwards Training: Technical Foundations and Inventory Management, JD Edwards Inc. Denver, Colorado 1986 Ph.D. in Computational Mathematics, Minor in Computer Science, Institute for Oceanography, Moscow, Russia 1975 MS in Applied Mathematics, Minor in Statistics, St. Petersburg University, St. Petersburg
Name: Adrian Brezulianu
HomePhone: +4092211346
WorkPhone: +4032219730
Email: abrezu@etc.tuiasi.ro
Date: 27 Mar 2002
Time: 08:36 AM
NAME: Adrian Iulian BREZULIANU BORN AT: 17 December 1967, Iasi, Romania STATUS: Married with Cornelia Brezulianu, 1 child - Razvan Brezulianu ADDRESS: Str. Han Tatar, nr.4, Bl.360A, Et.1, Ap.3, IASI 6600, ROMANIA E-MAIL: abrezu@etc.tuiasi.ro PHONE: +(40)-92-211346 (mobile) / +(40)-32-271849 (home)
OBJECTIVE: I am interested in a job position, in the field of financial forecasting application, as a researcher or as a project manager. I am an expert on developing forecasting models and optimization tools, using artificial intelligence techniques (neural networks, genetic algorithms, fuzzy systems). I have more than 6 years of leadership and experience on developing artificial intelligence applications. Two best examples are represented by the forecasting model for financial time series DAX-Future for the Frankfurt Stock Market traders and an in-car noise model developed for BMW, AG. I took my PhD in 1999, in the field of arficial intelligence with application to the biomedical engineering (one subject dealt with ECG data analysis and forecasting), having deep knowlegde on the time series analysis as a preprocessing method prior to forecasting modeling. I also developed an application, ProSked, for enterprise technological flow planning using advanced artificial intelligence techniques (genetic algorithms). For testing my technical abilities I can develop or propose prototypes for a given problem related to a specific industry task.
EDUCATION: 1999: Ph.D. Electrical Engineer (Artificial Intelligence – Biomedical Signal Applications Thesis), Technical University of Iasi, Romania 1994: TEMPUS European Scholarship on Biomedical Engineering on the University of Patras, Greece 1992: M.Sc. Electrical Engineer (Fuzzy Systems Control Diploma Thesis), Technical University of Iasi, Romania, top 3%
SKILLS: Technical: Aritificial intelligence techniques (fuzzy systems, neural networks, genetic algorithms), Time series prediction, Time-table scheduling optimization, Nonlinear systems modeling, C/C++ Programming, Signal Processing - FFT, DWT, DCT, Chaotic dynamics, Fractal and Hurst analysis Managerial: Project leadership, Team-work, Technical recruiter
EXPERIENCE: Software projects: 1996 – present: General Project Manager at nodes GmbH – Iasi branch (a branch of a software developer German company) – relevant projects being detailed on the supplementary pages Academic: 1998 – present: Lecturer, Ph.D., Technical University of Iasi, Faculty of Electronics and Telecommunications; Teaching courses on: “Neural Networks and Fuzzy Systems”, “Image Processing”, “Medical Electronics” 1992-1998: Assistant Professor, Technical University of Iasi
AWARDS AND ACTIVITIES: 1992: Grigore and George Moisil Prize of the Romanian Society for Fuzzy Systems for young researchers 1999: Vice-President of the Romanian Society for Fuzzy Systems, Romania
REFERENCES: H.N.Teodorescu, Ph.D. – Professsor, Technical University of Iasi, Romania, hteodor@etc.tuiasi.ro; Invited Professor, University of South Florida, Tampa, Florida, USA; teodores@csee.usf.edu (scientific guide for Ph.D. thesis) I.C.Tesu, Ph.D. – Senior Design Engineer, SiLabs Inc., Austin, Texas, USA; ict@silabs.com (former professor on Technical University of Iasi) Mihai Costea – Software Consultant, Microsoft Corporation, Rome, Italy; mcostea@microsoft.com (former employee of nodes - Romania) C. Ilac – Software Developer, Microsoft Corporation, Richmond, Washington, USA; crisilac@exchange.microsoft.com (former employee of nodes - Romania)
SOFTWARE PROJECTS: (details about parts of these software projects can be found on www.nodes.ro)
Project 1: RETINA – Real Time Neuronal Analysis and Prediction; Purpose: Real time, short-term prediction of stock market trends, value-added service for stock market professionals; Features: Supporting tools for stock market trading based on genetic algorithms and artificial neural networks; Environment: Microsoft Visual Developer Studio 6.0 Technologies: COM/DCOM, ATL, OLEDB Database: Oracle8i Tools: Chart FX library (Windows NT) Team: 12 software developers + 2 researchers + 2 project leader; Time: 18 months (1999 – 2001) Clients: Banks, data providers from Germany Details: RETINA is a real-time (tick by tick) forecasting system for financial time series (e.g., German Index DAX). The system uses real-time financial data from international markets (New York, Frankfurt, London, Tokio, Paris and Zurich). Relevant time series are automatically selected by a genetic algorithm engine combined with statistical and fractal analysis. Once significant series are available, an ensemble of neural networks trained by advanced learning algorithms provides the effective prediction. The product aims to professional stock-market traders. The program was developed using Visual C++ 6.0, OLE DB, Oracle 8i and COM/DCOM technologies, structured on more than 30 sub-projects. Note: The predictions and trade signals resulted from RETINA, will be available within 1 month in the form of Java applets distributed by our server, allowing an easy way testing.
Project 2: NNA - Neural Noise Analyzer; Purpose: Identification and modeling of the in-car noise; Features: Sensitivity analysis and adaptive model design based on artificial neural networks, genetic algorithms and wavelet analysis; Environment: Microsoft Visual Developer Studio 6.0 (Windows NT); Tools: Chart FX; Team: 3 software developers + 2 researchers + 1 project leader; Time: 12 months (1998 – 1999) Client: BMW AG, Dingolfing, Germany Details: NNA enables reliable identification of the set of constructive features responsible for the highest in-car noise levels. It offers the benefit of modeling virtual cars, improving the economic efficiency by reducing the number of costly, time consuming noise measurements.
Project 3: ProSked – Genetic Algorithms Production Planning; Purpose: Enterprise technological flow planning using advanced artificial intelligence techniques (genetic algorithms); Features: Minimizes technological flow time gaps; Balance production; Environment: Microsoft Visual Developer Studio 5.0; MS Data Access Objects; Team: 5 software developers + 2 researchers + 1 project leader; Time: 9 months (1998 – 1999) Client: MONDO STAR company, Sibiu, Romanias Details: ProSked manages human and technological resources for the optimal schedule under various objectives. The benefits are given by minimization of the production costs and storage expenses, increasing also productivity by reduction of no-load operations.
Project 4: DAX Predictor NGP – Neuro-Genetic Predictor; Purpose: Statistical predictor using multiple neural networks, trained either by backpropagation or by genetic algorithms; Features: Generates a predictive histogram for DAX and other stock market time series; Operating system: Windows NT; Development environment: Microsoft Visual Developer Studio 5.0; Team: 2 software developers + 1 researchers+1 project leader; Time: 5 months (1998) Destinations: internal use for prototyping and base module for RETINA
Project 5: DAX Predictor IPGA – Input Pruning Genetic Algorithms; Purpose: Complex integrated software for automatic selection of stock market time series for DAX prediction; Intelligent genetic selection agent and penalties function; Features: Automatic time series pool generator for DAX prediction; Operating system: Windows NT; Development environment: Microsoft Visual Developer Studio 4.0; Team: 3 software developers + 2 researchers +1 project leader Time: 9 months (1997 - 1998) Destinations: internal use for prototyping and base module for RETINA
Project 6: Prediction Estimation Tools Purpose: Advanced tools for time series characterization; Features: Fractal dimension – time series complexity; Hurst coefficient and Kolmogorov entropy– time series predictability; Operating system: Windows NT; Development environment: Microsoft Visual Developer Studio 4.0; Team: 1 software developer + 1 researcher; Time: 3 months (1997) Destinations: internal use for prototyping and base module for RETINA
Project 7: HBCI-OFX Converter Purpose: Conversion kernel between OFX and HBCI, specially designed for enabling OFX transactions of German users; Features: On-line access to public and confidential information in a complete secure environment; Environment: Microsoft Visual Developer Studio 4.0; Team: 3 software developers; Time: 4 months (1998) Client: Telesoft GmbH, Germany
Project 8: Data Aquisition Board Driver Purpose: Drivers for Win 3.11 / 95 / 98 / NT for AX5210-PG data acquisition board (ISA interface, 16 channels, 200 KHz, 12 bits) and for OMS2000 data acquisition board for spectroscopic measurements (ISA interface, programmable sampling frequency, 12...16 bits) Features: User friendly interface for data acquisition for Spectroscopic applications; Environment: Microsoft Visual Developer Studio 6.0; Virtual Device Drivers Programming (Vireo Driver Kit: VtoolsD Drivers:: Works), LabWindows CVI, LabView Team: 2 software developers; Time: 3 months (1999) Client: Karger GmbH, Germany
Project 9: PCM Purpose: Java GUI monitor for Intranet data access Features: GUI for data manipulations; Environment: J Builder 3.0, Kawa, KLG graphic library Team: 1 software developer; Time: 2 months (2000) Client: IPC GmbH, Germany
Project 10: GUI-EASI Purpose: GUI interface for monitoring and control of wafers process production. Features: Portability of the code over Windows NT and HP/UX; Environment: Microsoft Visual Developer Studio 4.0; egcs compiler Team: 3 software developer; Time: 3 months (1999) Client: IPC GmbH, Germany
Project 11: Thomson-EASI bridge Purpose: a bridge between S.G. Thomson and EASI systems. Features: Portability of the code over Windows NT and HP/UX; Environment: Microsoft Visual Developer Studio 6.0, egcs compiler Team: 3 software developer; Time: 3 months (2000) Client: IPC GmbH, Germany
ACADEMIC PUBLICATIONS (selection):
Journal articles: 1. H.N.Teodorescu, A.Brezulianu - Economic Models based on Fuzzy Systems Networks and Chaos, Badania Operacyjne I Decyzje (Journal), Nr.4, 1993, pp.63-69 2. A. Brezulianu - An Analysis of Chaos Deactivation in Fuzzy Systems Networks Using Incomplete Fuzzy Logic Systems, Fuzzy Systems and Artificial Intelligence (Reports and Letters) Journal, vol.2, No.3, 1993, pp. 69-73 3. H.N.Teodorescu, A. Brezulianu - Chaos and Clustering in Fuzzy Systems Networks, International Journal of Chaos Theory and Applications, vol.2, No.1, 1997, pp. 17-45 4. H.N. Teodorescu, A. Kandel, A. Brezulianu - Biologic Dynamic Processes Modeling Based on Chaotic Fuzzy Systems, Biomedical Soft Computing and Human Sciences (Journal of Biomedical Fuzzy Systems Association), vol.4, no.1, 1998, pp.1-10 5. H.N. Teodorescu, A. Brezulianu - Neuro-fuzzy filtering system using orthogonal representation, 2001, to be published on Fuzzy Sets and Systems
Book chapters: 1. H.N. Teodorescu, A. Brezulianu - Chapter 27: General Analysis of Fuzzy-Controled Phase-Locked Loop, Fuzzy Control Systems (Eds. A. Kandel, G. Langholtz), CRC Press, USA, 1993, ISBN 0-8493-4496-4, pp. 561-577 2. H.N. Teodorescu, A. Brezulianu - Chapter 2.2: Fuzzy Control of Analog PLL's, Fuzzy Systems in Economics and Engineering (Eds. Al.P. Tacu, J.G. Aluja, H.N. Teodorescu), Academy Publishing House, Romania, 1994, ISBN 973-27-0469-1, pp. 206-217 3. H.N.Teodorescu, J.G.Aluja, A.M.Gil Lafuente, A.Brezulianu - Chapter 10: Reccurent processes, hidden effects, complex loops and chaos in complex systems, AMSE Series A: Artificial Intelligence and Fuzzy Systems (Eds. H.N.Teodorescu, G.Mesnard) vol.8, AMSE Press, France, 1994, ISBN 2-909214-55-9, pp. 159-168.
Conference proceedings: 1. H.N. Teodorescu, A. Brezulianu - Complete and Incomplete Fuzzy Logic Controllers, IFSA '93 Conference, Seoul, Korea, 1993, vol.II, pp.1086-1089. 2. A. Brezulianu, H.N. Teodorescu, Ct. Miroiu - Effect of rules interpolation and deactivation on chaos in chaotic fuzzy logic systems, EUFIT'93, Aachen, Germany, 1993, vol.II, pp.992-996. 3. H.N.Teodorescu, T.Yamakawa, J.Gil Aluja, A.Brezulianu, E.Sofron, E.Lopez Gonzales, S.Suceveanu, G.Stancu - Chaos in Neuro-Fuzzy Systems and Modeling Issues, WWW'94, Nagoya, 1994, Japan, pp.79-92 4. H.N.Teodorescu-, A. Brezulianu, D. Mlynek, T. Yamakawa - Stability and Chaos in Neuro-Fuzzy Logic Networks, EUFIT’96 , Aachen, Germany, 1996, pag.13-17; 5. H.N.Teodorescu, A.Brezulianu - Temporary and Permanent Self-Organization Phenomena in Chaotic Fuzzy Systems Networks (CFSN), ITHURS’96, Leon, Spain, 1996, pag.283-289; 6. A.Kandel. H.N.Teodorescu, A.Brezulianu - Modeling and Prediction of Biologic Processes with Fuzzy Systems (Invited refereed paper), IMPU'98 International Conference, Paris,France, 1998, pp. 932-939 7. R.Suchar, I.Ciocoiu, A.Brezulianu, C.Bonciu – Stock market prediction using hybrid neuro-genetic approach, Soft Computing In The Capital Markets 1999, Rochester, NY, pp. 573-578 8. R.Suchar, B.Schalling, I.Ciocoiu, A.Brezulianu - Active noise control with artificial neural experts, F2000H187, Fisita 2000 World Automotive Congress, June 12-15, 2000, Seoul, Korea, ISBN 89-85000-00-4 98550 9. R.Suchar, B.Schalling, I.Ciocoiu, A.Brezulianu, C.Bonciu – Noise analysis and modelling with neural networks and genetic algorithms, F2000184, Fisita 2000 World Automotive Congress, June 12-15, 2000, Seoul, Korea, ISBN 89-85000-00-4 98550 10. Adrian Brezulianu - Chaotic Signal Prediction Using Adaptive Sugeno Fuzzy Systems Architecture, Advances in Intelligent Technologies, Proceedings of the European Conference of Intelligent Technologies, Iasi, September 25-28, 2000, pp.1-10, ISBN 973-95156-1-4
Ph.D. THESIS DESCRIPTION:
Thesis name: Contributions to the fuzzy systems dynamic regime analysis with applications to the biomedical engineering
Scientific guide: Prof. Dr. Eng. H.N. Teodorescu, correspondent member of the Romanian Academia – Technical University of Iasi, Faculty of Electronics and Telecommunications, Iasi, Romania;
Contents: 1. Fuzzy systems introduction (Mamdani and Sugeno fuzzy systems) 2. Methods and parameters for chaotic dynamics analysis 3. Fuzzy systems in control loop configuration 4. Recurrent fuzzy systems and fuzzy systems networks 5. Fuzzy systems optimization methods 6. Genetic algorithms – method for fuzzy systems optimization 7. Adaptive fuzzy systems applications 7.1. Modeling and prediction applications (multiple step predictions) 7.2. Filtering applications (in orthogonal representation: Fourier, Wavelet) 8. Annex: Special genetic operators and advance evolutive techniques
Thesis highlights: Introduction of fuzzy systems with incomplete linguistic description and application of incomplete fuzzy systems as stabilization tool for chaotic regimes. Analysis of chaotic regimes of recurrent fuzzy systems, fuzzy systems networks and corresponding generated time series, using advanced tools: fractal dimension, Hurst coefficient, Kolmogorov entropy. Detection and analysis of temporal clustering phenomena on recurrent fuzzy systems networks. Development of adaptive fuzzy systems, optimized with genetic algorithms using modified fitness function (cost function includes penalty term depending by the maximum value of the auto-correlation function of residual signal as a measure of the quality of the model). Development of adaptive fuzzy filters adapted with genetic algorithms; the genetic algorithm uses as fitness function the degree of matching between corresponding desired and filtered signals in a orthogonal space (Fourier, Wavelet); this approach determine superior generalization capabilities.
Name: Jim Szyman
HomePhone: 952 947-9930
WorkPhone: 954 896-3506
Email: james.d.szyman@mail.sprint.com
Date: 01 Apr 2002
Time: 02:41 PM
Name: Mike Bromiley
HomePhone: 952-593-5530
WorkPhone:
Email: mbromile@ucdavis.edu
Date: 01 Apr 2002
Time: 08:49 PM
MICHAEL BROMILEY 750 D Street #C Davis, CA 95616 530-747-0375 mbromile@ucdavis.edu Objective I am looking for a position that combines my interest and aptitude in financial matters with my communication and organizational abilities.
Education Bachelor of Arts with majors in Economics and Communications-March 2002 University of California, Davis
Related Skills Familiar with Excel, Power Point, e-mail, net navigation, Microsoft Word. Quick learner, works diligently without supervision, some knowledge of the financial markets
Employment Experience West Group Publishing, Eagan, MN-Internship (Summer 2001) · Created and helped implement a uniform job title system for the organization of 6,000 employees. · Researched and surveyed competitors' human relations practices. · Reviewed existing policies and presented recommended policy changes to directors of the compensation department. · Created templates for retirement analysis in Excel and Access. · Converted information to import to various databases. Allied Irish Bank, Kildare, Ireland-Internship (Summer 2000) · Examined Internet offerings of the company and its major competitors. · Evaluated customer relations management and advertising options. · Completed a report and presented the director of the communication center what services were essential to stay abreast of the competition and how existing assets should be best utilized to improve productivity. · Assessed the productivity of various workers. Hopkins/Minnetonka Parks and Recreation, Minnetonka, MN-Instructor (1995-2000) · Designed and implemented lesson plans for up to 12 pupils. · Was responsible for creating and coordinating lessons with other instructors in order to effectively utilize the available area. · Was responsible for the safety and progress of the individuals in my class. · Assessed progress and reported to parents of the pupils. Comfort Zone, Minnetonka, MN-Sales Associate (Holiday Seasons 1997, 2000, 2001) · Identified prospective customers, established value in our products and convinced them that the purchase was in their best interest. · Worked with other employees on maintaining the sales environment.
Volunteer work Habitat for Humanity- (Summer 1997, 1998,1999). · Worked and supervised groups in home construction for low-income individuals
Name: Jane E. Beyer
HomePhone: 763-221-2389
WorkPhone:
Email: jbeyer99@hotmail.com
Date: 02 Apr 2002
Time: 02:44 PM
Name: Kelly Klein
HomePhone: 507-837-5028
WorkPhone: 507-625-2828 x2384
Email: krklein@hickorytech.net
Date: 03 Apr 2002
Time: 08:50 AM
Name: Tony Dai
HomePhone: 416-425-5170
WorkPhone:
Email: tonydai@hotmail.com
Date: 03 Apr 2002
Time: 12:03 PM
Tony Dai 610-49 Thorncliffe Park Dr., Toronto, M4H 1J6 Tel:(416) 425-5170 E-mail: tdai.mba2001@ivey.ca
QUALIFICATIONS MBA from the best Canadian business school, M. Eng., CFA(I), SAS certified Computer programmer in C, C++, JAVA and VB, Excel and Access expert
EMPLOYMENT EXPERIENCES Celestica (the 3rd largest electronics manufacturing company in the world), Toronto 2001 - 2002 Sr. Associate, Cost and Pricing
Tractebel (the largest Belgian energy company), Beijing, China 1995-1999 Sr. Business Analyst, Chinese Energy Market
ACCOMPLISHMENTS AND SKILLS Business Analysis and Development ·Analyzed the competition in electronics manufacturing industry, inventories and commodities market, engineered competitive and profitable bids for the worldwide business of Celestica ·Researched Chinese energy market, identified projects, screened cooperation partners, recommended investment projects, which resulted in the incorporation of a joint venture with investment of US$30 MM
Communication and Initiative ·Negotiated and drafted joint venture contracts and major equipment purchase contracts for a project with total investment of US$30 MM in China on behalf of Tractebel ·Analyzed the business process of Cost and Pricing department of Celestica with the aid of computer simulation, presented process reengineering recommendations which were adopted by management
Financial and Quantitative ·Prepared financial analysis reports and investment risk evaluation reports for Tractebel?s investment interests in China, for senior management to make investment decision in China ·Managed financing and insurance coverage for an energy project with investment over US$30 MM ·Administered the finance department of a joint venture, responsible for capital budgeting, assets management and financial status analysis ·Analyzed huge amount of data on inventories, cost and market pricing in Excel and Access ·Experienced with building computer simulation models of financial and business processes
Computer Applications ·Expert in Excel and Access, good at Java, C, C++, VB and SAS, familiar with computer networking ·Developed sophisticated Excel applications with VB to automate the cost analysis process, reduced the inventory cost calculation process from hours to minutes, which won me award in Celestica ·Developed Access based and Lotus Notes based database application respectively, improved the work efficiency of department significantly, and won ?Unlimited Solution? award in Celestica
EDUCATION HISTORY Master of Business Administration Richard Ivey School Of Business, The University of Western Ontario, Canada 1999-2001
Master of Engineering University of Science & Technology of China, Beijing, China 1991-1994
Computer Programmer (one-year full-time college diploma program, completed in four months) CDI College, London, Ontario 2000 summer
REFERENCES available upon request
Name: Amy J. Johnson
HomePhone: 651-398-4523
WorkPhone:
Email:
Date: 04 Apr 2002
Time: 04:37 PM
Amy J. Johnson 1800 19th Avenue NE 651-398-4523 Minneapolis, MN 55418 amyjtss@Hotmail.Com OBJECTIVE: To secure a position in finance with a growing company that will allow me to use, develop, and expand the breadth of my skill set while contributing to the success of the company.
QUALIFICATIONS: ¨ Capable of working independently and as a team member with an ambitious attitude. ¨ Able to multi-task and work in a fast paced environment under deadline pressures. ¨ A detailed oriented person with an aptitude for quickly learning new concepts and adapting to change.
EDUCATION: Minnesota State University, Mankato, MN September 1994 - June 1998 Bachelor of Science - Finance Minor - Accounting GPA: 3.4 - Dean’s list Graduated Cum Laude
PROFESSIONAL EXPERIENCE: Marshall Field’s, Roseville, MN October 2001 - Present Merchandising Placement
Arrange merchandise on the floor in a strategic manner to please the eye of the guest. Distribute merchandise to areas that are low to achieve the professional look the store is after. Set up promotional sales in order for the merchandise to be accessible to the guests. Acquiring valuable knowledge of the merchandising process and the merchandise replenishment system of Marshall Field’s to expand my skill set. First Union Securities, St. Paul, MN November 2000 – August 2001 Operations Manager Analyzed the profit and loss statement and reduced office expenditures by $1,300 per month. Played a key roll in overseeing the installation of a new phone system with voicemail capabilities. Ensured credit requirements were met for eight financial advisors insurance continuing education. Coordinated the continuing education classes. Created monthly reports showing each financial advisor their percent of production reached compared to their goal. Was a member of a team that ensured the smooth move of four financial advisors and an administrative assistant from our Mendota Heights office to our St. Paul office. Fielded, researched, and responded to complex questions from the Branch manager, financial advisors, and staff. Monitored and enforced compliance policy to ensure a successful audit. Supervised and offered guidance to three administrative assistants and a wire operator.
Merrill Lynch, Minneapolis, MN October 1999 – November 2000 Registered Client Associate
Assisted five financial advisors with client phone inquiries and administrative duties. Maintained and updated information in client’s accounts. Fielded clients concerns and processed requests on client accounts. Built sound working relationships with clients. Prioritized and organized my work on a daily basis. Placed security trades.
SKILLS: ¨ Knowledge of MS Windows, Mac OS, Photoshop, Quicken, MS Office, Lotus, and Beta Back Office. ¨ Registered Representative of the National Association of Securities Dealers, NASD. ¨ Series 7 and 63 licensed.
INTERESTS: Running, Orchids, aquariums, and the Internet.
Name: Brent M. Winkelman
HomePhone: 612-327-1475
WorkPhone: 320-654-4020
Email: brent.winkelman@fingerhut.com
Date: 04 Apr 2002
Time: 05:58 PM
BRENT M. WINKELMAN OBJECTIVE To find a career orientated position that allows me to utilize my outstanding people, organizational and management skills with a company that has advancement opportunities. EXPERIENCE 1999–Present Fingerhut Co. Inc Saint Cloud, MNAccount Service Supervisorn Manage inbound and out bound collection callsn Manage a team of up to 65 representatives including payroll and performance appraisalsn Interview, hire and train new employees and coach them to becoming excellent collectors n Design incentives for the entire call center of over 700 representativesn Manage roll rates, forecasting, budgets and other special projects 1998-1999 Days Inn Saint Cloud, MNAssistant General Managern Manage all functions of a 78-room hotel.n Interview and hire new employees for all departments.n Design radio and newspaper advertisements for hotel. 1997-1998 Duffy Herzog Inc DBA Cenex Sauk Rapids, MNShift Manager n Daily opening and closing of the storen Perform daily store deposits and order changen Order and inventory merchandise within the store EDUCATION 1999-2000 St. Cloud State University Saint Cloud, MNn Pursuing a degree in Business Management INTERESTS Enjoy the ability to work independently and am able to utilize my outstanding people, management, and organizational skills. I have number of years in management positions in different work settings. I also enjoy coming up with new ways to motivate employees to do the best they can do. I am dedicated worker whose goal is for the company to succeed.
E-MAIL BRENT.WINKELMAN@FINGERHUT.COM 2613 BRYANT AVE S #7 MINNEAPOLIS, MN 55408 • WORK PHONE (320) 654-4020 CELL (612) 327-1475
Name: Rhonda Hoffmann
HomePhone: 320-963-5897
WorkPhone:
Email: jandrhoffhome@aol.com
Date: 05 Apr 2002
Time: 12:10 PM
Name: Andrew Uber
HomePhone: 218-728-5928
WorkPhone: 218-310-9637
Email: auber@d.umn.edu
Date: 05 Apr 2002
Time: 02:55 PM
ANDREW UBER 1204 Kenwood Ave Duluth, MN 55811 218-728-5928 auber@d.umn.edu
POSITION OBJECTIVE Obtain employment in a human resource management position
EDUCATION University of Minnesota Duluth AACSB Accredited School of Business Bachelor of Business Administration, May 2002 Major: Human Resource Management Minor: Psychology GPA: 3.1/4.0
EXPERIENCE Training Minneapolis, MN Lutheran Brotherhood Summer 2001 Designed useful training manual to be used in training of new and current employees Interviewed current employees to determine essential functions of job Controlled pace of projects using time management skills Worked for a Fortune 500 company Coach Duluth, MN DAHA November 2001-March 2002 Certified as a USA Hockey Associate Level Coach Coached team to a 22-1 record, district champions, regional participants Identified strengths and weaknesses of players to develop drills based on individual needs Catering Duluth, MN UMD Department of Food Service January 1999-Present Involved in a customer service-oriented atmosphere Supervised as many as 10 employees on specific assignments
Referee Duluth, MN NEHOA November 1998-March 2001 Saint Peter, MN SPHA November 1994-March 1997 Accepted and attended 2000 District Officiating Seminar Plymouth, MN Recommended as a referee and linesmen in upper-level games within USA Hockey Accepted and attended 1999 Referee Select Camp Saint Cloud, MN
HOBBIES AND INTERESTS President, Society for Human Resource Management September 2001-Present Coordinated and led regular meetings that included speakers on human resource topics Designed special events such as a mock interview, resume review, parent chapter luncheon Increased UMD chapter and national chapter members by 45 percent from the previous year Treasurer, Society for Human Resource Management January 2001-May 2001
Member, UMD Lacrosse Club September 1999-Present Participated in the 2001 USLIA national tournament in Saint Louis, MO REFERENCES Available upon request
Name: Michael W. Daman
HomePhone: (608) 772-0866
WorkPhone:
Email: michaeldaman@hotmail.com
Date: 08 Apr 2002
Time: 01:36 PM
MICHAEL W. DAMAN 312 N. Broom St. #1, Madison, WI 53703 • (608) 294-7525 • michaeldaman@hotmail.com
QUALIFICATION SUMMARY
Accountant with experience and education in general accounting, tax accounting and auditing. Demonstrated skills in leadership, oral and written communication, and teaching.
EDUCATION
B.A., Business Accounting, Michigan State University, December 2000 Medical First Responder / CPR Certificate, Oakland Community College, Oakland, MI, Summer 1998
PROFESSIONAL EXPERIENCE
WISCONSIN DEPARTMENT OF REVENUE, Madison, WI June 2001 to Present Field Revenue Auditor
Audit Federal and Wisconsin corporate income, excise and sales tax returns as well as individual tax returns. Handle correspondence and phone calls requesting additional information. Educate the taxpayer regarding tax code application. Extensive research of tax codes. Received numerous complimentary letters from taxpayers’ representatives. Completed rotation as correspondent for corporate, sale and use tax inquiries with audit technical services division. Completed federal and state corporate tax training, a six weeks, eight-hour-a-day program followed by two months supervised on-site auditing.
PAINE WEBBER, Rochester, MI Summer 1999 Internship Prepared for internal audit. Assisted the branch manager through research and special projects.
RELATED EXPERIENCE Substitute Teacher, Royal Oak Community Schools, Royal Oak, MI, March – June 2001 Instructor/Customer Service, Planet Rock, Pontiac, MI, Summer 2000, Jan. – June 2001 International study, University College of London, 1999. Humanities focus. Final paper: Analysis of British Involvement within the European Union. Student Alumni Foundation. Associated Students (ASMSU) Funding Board Member, two years. Member of National Fraternity. Secretary in Senior year and various other positions. Alpine Ski Team Member, two years.
Name: Gary E. Kanowitz
HomePhone: (952) 938-2475
WorkPhone: (612) 961-1952
Email: kano@uswest.net
Date: 08 Apr 2002
Time: 03:39 PM
GARY E. KANOWITZ 106 Ashley Road Hopkins, Minnesota 55343 (612) 961-1952 (cell) 952-938-2475 (home) kano@uswest.net (email)
PROFESSIONAL PROFILE
A seasoned professional with nearly 25 years of hands-on financial and operational experience as a CFO, Controller and key Financial Manager. A dedicated and principled individual with exceptional organizational, communication and interpersonal skills with the ability to develop and maintain excellent rapport with individuals at all levels of the organization, as well as customers, vendors and partners. Areas of experience and expertise include:
Accounting, Reporting and Analysis Working Capital Management Risk and Hazard Insurance Planning, Budgeting and Forecasting Information Processing International Accounting Accounting Systems and Procedures Banking and Services Insurance and Employee Benefits Operational Management and Control External and Internal Audits Mergers and Acquisitions Manufacturing Cost Accounting Tax Administration and Tax Audit Shareholder and Legal Matters
PROFESSIONAL EXPERIENCE
Comtrol Corporation - Minneapolis, MN (MFG of PC serial device connectivity products - revenue $25 million)
Vice President, CFO & Secretary (6/99 – 2/02) Responsible for all financial aspects of strategic planning and action, for shareholder communication and reporting and for corporate legal and tax administration. Key financial executive in merger and acquisition activities to grow revenue, acquire strategic technology, raise operating capital and gain liquidity for shareholders. Established relationships with investment bankers and successfully completed a strategic asset purchase and presented multiple merger and acquisition deals to shareholders, including a reverse merger into a public shell and cash plus stock sale of company. Planned and directed legal and accounting due diligence for multiple merger and acquisition transactions to reduce deal risks. Actively assisted CEO and COO in day-to-day operations and planning, identifying areas of risk and profit improvement. Prepared comparative financial analysis with competing businesses for strategic planning and merger and acquisition purposes. Participated in overall company direction as a member of company advisory board. Reported directly to Founder and Chief Executive Officer.
Control Systems, (DBA) Artist Graphics - St. Paul, MN (MFG of PC graphics boards - revenue $15 million)
Vice President Manufacturing & Accounting (1/98 - 6/99) Responsible for directing all financial, administrative and manufacturing functions of the business. Reorganized unprofitable business for eventual sale. Prepared executive business summary and organized books and records for sale of business. Entertained and negotiated offers to buy company. Planned for and liquidated portions of the business for payment to creditors. Coordinated and directed tax, legal and accounting assistance in federal and state tax audits. Reported directly to Founder and Chief Executive Officer with nine direct reports, Credit Manager, Production Manager, Technical Support Manager, European Distribution Manager, Accounting Supervisor, Payroll Supervisor, Receptionist and two Accounting Clerks.
Controller (4/92 - 1/98) Responsible for directing all financial aspects of the business and for providing general administration services. Successfully completed financial reorganization of businesses, including business sales and shut downs, to provide for the continuance and success of the core business units. Streamlined financial reporting for both domestic and foreign operations creating stringent reporting requirements for all companies to ensure worldwide control and profitability. Directed and managed inter-company accounting for affiliate businesses. Successfully upgraded accounting, manufacturing, inventory, sales order entry and billing software and trained employees to improve financial and operational control. Streamlined and supervised new bill of materials to improve product costing and reporting. Planned for and completed company relocation to new facilities. Arranged for and obtained new bank financing to fund business turnaround and growth. Appointed as trustee to manage employee 401k plan investments. Successfully balanced employer and employee benefit objectives to arrive at competitive best value benefit plans. Reported directly to Founder and Chief Executive Officer with six direct reports, Payroll Supervisor, Credit Manager, Accounting Supervisor, Receptionist and two Accounting Clerks.
GARY E. KANOWITZ - PAGE 2 OF 2
Union Brass Company - St. Paul, MN (faucet manufacturer - revenue $10 million)
Controller (11/89 - 4/92) Responsible for directing all financial and administrative functions of the business. Purchased and installed an on-line/real-time computer system which strengthened planning and control in the areas of production, purchasing, and sales. Reorganized and simplified accounting department responsibilities and activities, reducing staff by four, as part of an overall effort to reduce and control costs. Converted payroll processing to outsourced payroll service to ensure reliable and accurate payroll reporting. Created weekly PC cash flow model to enhance management of working capital. Successfully managed insurance and employee benefit to provide the best coverage at the most reasonable price. Reporting directly to the President, with four direct reports, Accounting Supervisor, Credit Manager, Staff Accountant and Administrative Assistant.
GS Roofing Product, Inc. - Dallas, TX (building materials manufacturer - revenue $200 million)
Manager of Manufacturing Accounting (6/87 - 11/89) Responsible for providing financial control in the areas of plant accounting, standard product costing, budgeting and operational reporting. Directed the design, implementation and maintenance of standard cost accounting systems to strengthen management’s operational control of thirteen manufacturing operations. Actively assisted and directed eight plant controllers on cost and general accounting issues. Developed, issued and maintained plant accounting polices and procedures to ensure uniform and consistent reporting of financial information. Competed feasibility studies for new products, capital expenditures and facilities. Developed and submitted to sales management actual product cost data used for strategic marketing decisions. Assisted in the recruiting, training and development of plant accounting personnel. Developed and performed internal plant audit program to ascertain the reliability of financial data, to ensure the safe guard of company assets and to determine degree of policy and procedure compliance. Applied PC hardware ad software expertise to automate and streamline critical financial data reporting requirements. Reported directly to the Vice President Controller, one direct report, Fixed Asset Clerk and eight indirect reports, Plant Controllers.
Director of Systems (6/86 - 6/87) Responsible for providing EDP services in the areas of sales order entry, billing, accounts payable, perpetual inventory, payroll, general ledger and fixed assets. Established an internally operated data processing center. Researched data processing needs for the entire company, coordinated all vendor presentations and negotiations concerning purchase of computer systems. Planned and directed all phases of HP 3000 computer installation, including facility preparation, system conversion, software selection, system maintenance, staffing and user support. Reported directly to the VP Controller, six direct reports, Applications Support Manager, Senior Program Analyst, Operation Manger and three operational support personnel.
Other Corporate Office Positions (4/81 - 6/86) Manager of Financial Forecasting and Analysis, Manager of Market Planning and Staff Accountant - organized and completed company financial plans, monitored and analyzed performance against plans, performed product line and commission plan analysis. Reported directly to VP Controller.
Manufacturing Plant Positions (6/75 - 4/81) Office Superintendent, Purchasing Agent and Other Full and Part Time Positions - responsible for plant accounting, standard product costing, budgeting, and operational reporting. Reported directly to Plant Manager with accounting staff of five.
EDUCATION
BA Business Marketing 1977 - College of St. Thomas, St. Paul, MN
ACTIVITIES
Youth Coach - Hockey, Soccer and Baseball Treasurer - Youth Hockey Association Treasurer - Ashley Investment Club Member - Junior High School Athletic Committee Member - Finance Chair Church 50th Anniversary Member - Captain Church Fund Raising Campaign
Name: James G. Sevier, Jr.
HomePhone: 219-288-3429
WorkPhone:
Email: jsevier@nd.edu
Date: 08 Apr 2002
Time: 11:01 PM
EDUCATION UNIVERSITY OF NOTRE DAME, Notre Dame, IN M.S., Accountancy—Tax Services, May 2002 · Cumulative G.P.A. 3.378 · GMAT Score 660 · $2000 Scholarship based on GMAT Score and academic record B.B.A., Accountancy, May 2001 EXPERIENCE THE APPRAISAL GROUP, South Bend, IN Data Entry Intern, July 2001-present · Record new sales disclosures in Microsoft Access database · Verify records and maintain database · Perform property searches
CENTER FOR CONTINUING EDUCATION, Notre Dame, IN Conference Center at the University of Notre Dame Student Assistant, May 1999-June 2001 · Interfaced with alumni, university employees, and conference participants · Transported documents between conference center and key university officials · Trained new student assistants
WHITE & BETZ, ATTORNEYS AT LAW, Lawrenceburg, TN Data Entry Clerk, May-August, 1996-1998 · Compiled data on warranty deeds, trust deeds, and liens · Processed data and maintained a custom database · Performed case searches and preserved law library
ACTIVITIES/ UNIVERSITY OF NOTRE DAME TAX ASSISTANCE PROGRAM LEADERSHIP January-April, 2001-2002 · Assisting international students with compliance of federal and state tax laws · Advising students of tax planning strategies · Maintaining a knowledge of changing federal and state tax laws
UNIVERSITY OF NOTRE DAME GLEE CLUB August 1997-Present · 2000-2001 Publicity Manager – In charge of production of all major, on-campus concerts and providing publicity packets to sponsors of the fall and spring tours. · 1999-2000 Clubber of the Year – Awarded to the most valuable and most dedicated member of the Glee Club, voted on by members of the Glee Club. · 1998-1999 Daniel H. Pedtke Award for musical leadership, exemplary personal character, and overall contribution to the success of the group.
COMPUTER SKILLS Windows 95/98/NT, Mac OS 5.0 and higher, Microsoft Office, Microsoft Internet Explorer, Netscape Communicator, Corel WordPerfect, Lotus, Quattro Pro, Turbo Tax, Lexis/Nexis, FARS
Name: Oded Galili
HomePhone: 612 232 7216
WorkPhone: 612 232 7216
Email: ogalili@msn.com
Date: 09 Apr 2002
Time: 12:53 PM
ODED GALILI, PMP - TECHNICAL RESUME
PROFESSIONAL SUMMARY: A Sr. Program / Project Manager and a Business / Financial Analyst with
over 23 years of management and over 20 years of training experience. Projects and programs including hardware projects, software development
projects, R&D, M & A (Merger and Acquisition), systems migration,
development and integration; telecommunication, Internet, Intranet,
B2B, C2B, Health Care management system, billing systems, databases,
data warehouse and business intelligent; QA, risk management,
facilitation, Project Management Office (PMO), Products and
Applications development and general management. Worked within governments’ organizations, Banking, Health-Care and
telecommunication industries. Conducted JAD sessions and used RUP as a process support tool in
development environment. Developed Methodologies for Project management and Development, and has
trained on the methodologies and the development process. Have managed projects end-to-end, from conception phase, business
analysis, implementation to commissioning. Has managed multiple projects simultaneously, has established Project
Management Office and Help Desks. Hold a PMP (Project Management
Professional) certification and is a member of the Certification and
Education committees and a Board of Directors member of the PMI
Minnesota Chapter. Has an in-depth understanding of staff management, financial management
and financial analysis of business, products development, marketing and
ROI. Oded is also an experienced trainer in different disciplines of
the project management and general management areas and has compiled
and delivered many training sessions. Some of the subject Oded has
trained on where: Planning, Estimating, WBS, Methodologies, Risk,
Communication, Change control and Change Management, ROI and EVA
(Earned Value Analysis). Compile training curriculums and train project managers, and
executives. Have developed and delivered training workshops.
TECHNOLOGIES: Has used technology ranges from mainframe to windows 2000, Intel
platforms, Alpha platforms and MACs. Databases used such as Propriety, Sybase, Informix, DB2, SQL, Oracle,
and other. S/W development environment - such as mainframes, client server,
Internet, Intranet, RUP, and Web. Used OO tools, OOA and OOD in
development. Software - from FORTRAN and Pascal through JAVA, ASP and
.Net. Project management and other Tools – Has used many different tools,
including MS office suite, Visio, Essbase, QA Director, MS project
(from project 95 to project 2000), ABT Workbench, Scitor PS (versions 6
to current), GIS, and many others. Has used different methodologies in project management and
developments, from the traditional developments through eXtreme
Programming (XP).
CERTIFICATION:
PROJECT MANAGEMENT INSTITUTE Project Management Professional (PMP) 11/00 AFFILIATIONS:
PMI Minnesota chapter: * Education Committee member * Certification Committee member * Member of the Board of Directors
EXPERIENCE:
10/98-Present RCM TECHNOLOGIES, INC. - Information Technology
Consultant
Project Management Practice - Practice Manager / Director
10/00-Present
* Developed methodologies and processes such as sales, internal
processes, project management and development, risk assessments and
other * Mentored Project Managers - internal and at clients sites. * Provided business support for internal processes and created Business
Plans, Requests for Proposal (RFP) and quotes. * Managed client’s projects on site, in-house and on mixed teams * P & L manager for the practice, including staff and finance * Developed relationships with clients (new and existing) and
investigated opportunities to fill their Project Management and
training needs * Provided ongoing training opportunities to all Project Managers in
order to keep their skill and methodologies current and ensure the best
possible result for clients. * Developed training programs and curriculums and delivered training
internally and to different clients. * Developed and delivered training seminars. * Provided in-house project management and guideline to the other
practices in the organization. * Developed and created business alliances with other organizations.
Norwest /Wells Fargo Bank – Project’s Financial Manager
04/99-10/00
* Developed and managed budgets, forecasts and reports for projects in
the Central Test Group with a value of over $24M per year. * Monitored and reported finance performances vs. forecast and updated
forecasts. * Reported financial data to project managers, division manager, senior
executives and finance staff * Prepared and report finance data for senior managers’ use in budget
presentations, utilizing the IPMS (time reporting system) and Essbase
(financial reporting system) systems to load, track and report on
projects’ financial performances. * Presented financial data to senior executives and managers * Created and facilitated the creation of tracking processes for
invoices and expanses within a division * Created budget/forecast scenarios in order to tackle shrinking
budgets * Developed and streamline processes in order to assist in the
financial tracking.
NATIONAL COMPUTER SYSTEMS - Business Analyst
02/99
* Worked on the Telecommunication Management project * Developed the Business Processes * Worked with users and upper management to gather a correct data flow * Translated and interpret foreign country committee legislation’s for
use in business rules * Designed reports for internal and external users * Mentored users on telecommunications switches
NMA GROUP (PTY) LTD - General Manager - IT Applications & PO manager
05/96-10/98
* Managed direct staff of 64 and a budget of $17M per year (excluding
capital expenditure) * Served on the organization’s technical steering committee * Manage the IT division P & L (includes finance, staff and general
management) * Acted as 2nd in command for the Group IT director (CTO/CIO) * Managed three Medical Aid (HMO) applications, integrating and
migrating them to one application * Served as liaison with suppliers, contractors and clients, both
internal and external * Negotiated contracts with suppliers, vendors and contractors * Developed, controlled and tested Disaster Recovery Plans (DRP) and
Business Continuity Planning (BCP). Created continuity planning for all
business units, including key people replacements * Created budgets and performed negotiations at Group Board level * Compiled and controlled Service Level Agreements. * Re-designed Data Warehouse concepts and developed new techniques to
improve data mining speed. * Performed business processes re-engineering. * Created a replication of all databases (Sybase) into another server
for the purpose of cold swap standby and online information server data
access * Created an information server for retrieval from an OLTP system,
allowing simultaneous retrieval, data mining and report generation to
take place without affecting the “live” systems * Created an interface with the PBM systems to allow full online
transactions between the PBM and NMA systems in order to control
pharmacy benefit utilization and pricing. * Created an automated distribution system for the client application
software in order to update system fixes release and system upgrade
automated releases * Project Management office manager. * Established a Project Management Office and created PMO structure * Developed, implemented and improved methodologies * Transformed the organization from a “silo” structure to a Managing by
Project environment * Trained PMO staff and business units’ managers in Project Management
skills * Facilitated and managed both internal and external projects including
HMO systems, Data Warehouse and billing systems. * Processes identification, creations and strategic sessions * Managed projects with a “hands-on” approach and with an IT/Medical
Aid/HMO orientation * Acted as mentor and guide to new staff * Upgraded Sybase Database versions to Adaptive server * Created an online archiving database system from an online OLTP and
OLAP type systems, including servers and infrastructure for on-line
live archiving * Changed mainframe server communication from IPX protocol to IP
protocol countrywide, including changing all the private network
components * Migrated Hardware and Software between different platforms and
operating systems and upgraded the development tools from PowerBuilder
4.x to 5.x, and later to 6.x * Created a bi-directional interface with another HMO organizations,
allowing on-line transactions between the databases * Incorporated six different small medical aid (Health Care - HMO)
organizations into the NMA systems and members management * Transferred membership data and Medical Aid (HMO) data to other HMO
administrators due to members group movements * Loaded new HMO products and transferred HMO members to the New Year
products * Migrated old legacy system from a mainframe to a client server
environment after merging with another HMO company * Created and implemented a End to End QA processes * Created a PVN/VPN, including private voice transfers and data
communication * Created tracking system for the use of Senior Management * Created and expanded the interface with the Mediswitch system
(Clover-Leaf system) to allow full on-line transactions on the HMO
system * Provided awareness, analysis, impact, planning, execution and testing
for Y2K compliance * Upgraded UNIX Servers from version 3.x to 4.x * Upgraded the hardware of Digital servers (ALPHA & DEC) and Intel
based servers * Evaluated, negotiated, purchased and commissioned new servers and
supporting H/W * Evaluated and tested different tools to accelerate data warehouse
speed, data mining, modeling and data presentation * Developed an Health Care products that included 11 different
companies, including IT systems integration * Streamlined the Health Care management system transitions, improving
the IT systems functionality up-time and business processes * Identified business processes of the Help Desk then improved and
streamlined them * Selected, installed and integrated existing fax server systems to HMO
and client services systems * Added Imaging to an HMO system in order to change the business
processes and enhance the paper handling processes * Selected a supplier for, installed and commissioned a PABX/ACD system * Created an IT Help desk to support desktop, networks, infrastructure
and HMO applications
VoiceSmart (PTY) LTD./ Remez (PTY) LTD. - IT Director (CIO / CTO)
12/91-05/96
* Performed as CIO / CTO for the company including staff and financial
responsibilities * Developed, installed and commissioned tailor-made systems for
customers * Designed and developed new applications for company’s systems * Found new technical solutions, ways and ideas to keep the leading
edge of the company and supported sales volume increase from $400,000
to $4,000,000 in 3 years * Managed, trained and motivated technical staff * Performed continuous development to maintain a level of expertise on
the products produced * Tested and evaluated new hardware and software, including Installed
and rolled out NT network environment, replacing the Novell network * Performed day to day operations and sales support * Evaluated different networks, choosing, designing, installing &
maintaining a Novell network * Sold and installed PABX and IVR and served as client liaison * Performed design, customization, installation, customer training and
commissioning for new systems * Performed system design and customization, Software development (4
G/L), installation, customer training and system commissioning * Developed integration protocols between Voice Mail system (IVR) and
PABX systems (per manufacturer) * Evaluated, tested and graded different Voice mail systems & ACD
systems
RAFAEL ISRAEL MINISTRY OF DEFENSE - Project Manager / Developer
10/82-11/91
* Managed a group of technicians, engineers and project leaders * Monitored the maintenance and development of projects and coordinated
sub-projects * Trained new employees and customer’s employees * Monitored inventory control and maintained electronic equipment * Created contacts and budgeting and oversaw development and process
control * Developed and maintained electronic and computerized systems,
including Software and Hardware developments * Wrote evaluation reports on new projects, equipment and development
EDUCATION:
PROJECT MANAGEMENT INSTITUTE 11/00 Project Management Professional (PMP) certification
INSTITUTE for LABOR PRODUCTIVITY and PRODUCTION Industrial Engineering and Management 1990 - 1991
Equivalent of BS – Bachelor Computer Science
COURSES: * Service Level Agreement * Facilitation * Team building * Effective communication * Project Management * Design of Manufacturing Procedures * Management and Financial management * Labor Law * System Analysis * Business Analysis * Real Time Systems * R.F. Systems (R&D and Maintenance) * Circuits Design (PC Boards) * Computer Hardware (PC, Mini & Super Mini) * Analoge Circuits * Digital Circuits * Wiring and Harnessing * Electro Optics and CCTV * Safety at Work * Industrial Management and Administration * Disaster Recovery Planning & Business Continuity Planning * Many others.
Reference, list of projects and more information is available on
request.
Oded Galili, PMP 8000 Franklin Ave. West St. Louis Park, MN 55426 ogalili@msn.com 612 232 7216
Name: Guang Yu
HomePhone: 8324658188
WorkPhone:
Email: guangyu@yahoo.com
Date: 10 Apr 2002
Time: 05:16 PM
GUANG (ALEX) YU 8950 Chimney Rock, #42, Houston, TX 77096 Tel: (713) 668-0639, Cell: (832) 465-8188 yu970253@yahoo.com
EDUCATION 2000-2002 Rice University Houston, TX Master of Business Administration candidate. GMAT: 710 (96th percentile). GPA: 3.6
1997-2000 Fudan University Shanghai, China Ph.D. in Finance. Dissertation firstly set up models to research the impact of M&A on firm value at different capital structures and offering methods and then empirically studied the topic by using M&A data drawn from Compustat. 1995-1996 HONGKONG University of Science & Technology Hong Kong Master of Science in Accounting. Concentrated on GAAP. 1985-1992 FUDAN University Shanghai, China Master of Science in Computer Science, 1992. Bachelor of Science in Computer Science, 1989.
EXPERIENCE Summer, 2001 JP Morgan Chase Bank Houston, TX Summer Intern (Structured Finance, Asset Backed Securities, Fixed Income) * Analyzed competitive landscape for collateral debt obligation (CDO). * Designed and implemented a database to streamline CDO information management by using Access and VBA. * Coordinated six CDO financial reporting projects with total values over $1.5 billions. * Modeled cash flow, prepayment risk and default risk of CDO transactions.
Spring, 2001 SCF Partners Houston, TX SCF Partners is an investment firm. Analyst * Analyzed 10-year performance of 80 stocks in Oilfield Services & Equipment Industry. * Interviewed with industry experts and portfolio managers about industry knowledge, equity research, and risk management. * Created in-depth public market investment strategy to compliment the company's private investment strategy.
1998-2000 New Huangpu Group (NHP) Shanghai, China NHP is a holding company with total assets of $2.4 billion Assistant Chief Financial Officer * Managed a team for investment evaluation, budget analysis, internal auditing, and cash flow control for 15 subsidiaries totaling $250 million revenue. * Designed budget management system, which attributed to NHP's receipt of 1999 Magnolia Management Award for outstanding enterprise control issued by Shanghai government. * Developed a management information system to further data analysis and to facilitate electronic data exchange among headquarter and subsidiaries. * Led and implemented an acquisition of Shanghai Biogene Co., Ltd. * Supervised development and implementation of various cost saving programs that lowered the company’s expenses by 12 percent. * Proposed and executed a hedge of $14 million debt which avoided $2 million losses in unfavourable foreign currency exchange rate fluctuation.
1992-1998 Management School of Fudan University Shanghai, China Lecturer and Consultant * Consulted on China Telecom's restructuring and its cooperation with AT&T, British Telecom, and French Telecom resulted in 25 percent increase in revenue and 10 percent decrease in cost. * Managed and coordinated teams for accounting information system of the largest chemistry company in China, which resulted in better cost allocation and overall increase in revenue.
SKILLS * Finance & Economics Portfolio Theory, Fixed Income Theory, Risk Management, M&A, Future & Option, Macroeconomics, Microeconomics, Econometrics. * Mathematics Probability, Statistics, Stochastic Modelling, Linear Programming, Graphic Theory, Real Analysis, Lineal Algebra, Game Theory, Optimisation. * Computer Have participated in more than 10 projects of software system development and written codes more than 10,000 lines with C/C++, VBA, & SQL. 1. Programming language: C/C++, Java, Perl, VBA, Pascal, CORBA, Fortran. 2. Database system: Oracle, Ingres, Foxbase, Cold Fusion, Access, Sybase. 3. Proficient in Bloomberg, Investext, SAS, SPSS, Gauss. 4. Proficient in Microsoft Word, Excel, PowerPoint.
PUBLICATION Published works include: * "An empirical study of the impact of M&A on stock price in Chinese market", Development of China Accounting and Finance, Oxford University Press, 1999, pp. 257-264 * "On liberalization, crisis, and control of finance", World Economic Forum, 6(1999), pp. 29-31
ADDITIONAL * Native speaker of Mandarin. Basic in Japanese. * Enjoy reading, investment, and travelling. * Co-president of Rice University Technology Club. * Rice University MBA admission counselor. * Equity analyst on M.A. Wright Investment Fund, a student-managed equity fund * Winner of the MBA Jungle Portfolio Challenge, a US national MBA student stock investment competition, in November 2000. * Rice COMIT scholarship. * Will take CFA first level test this May
Name: Melissa Hoffbeck
HomePhone: 612-341-4440
WorkPhone: 612-743-8220
Email: mhoffbeck@yahoo.com
Date: 10 Apr 2002
Time: 05:50 PM
Name: Ralph Gibbs
HomePhone: 541-354-1914
WorkPhone:
Email: rmgibbs@gorge.net
Date: 10 Apr 2002
Time: 08:03 PM
DONALD R. GIBBS (RALPH) 4959 Hillcrest Road Parkdale, OR 97041 E-mail rmgibbs@gorge.net Home (541) 354-1914
OBJECTIVE: Management
SKILLS:
· Controller/Chief Financial Officer · Human Resource Management · Information Technology Management · Project Management · Aviation professional and instructor EDUCATION:
· Master's of Business Administration - 3.5 GPA, Embry-Riddle Aeronautical University, Daytona Beach, Fl · Bachelor of Science Sociology - 3.8 GPA, Portland State University, Portland, OR · Professional Military Comptroller School - Maxwell Air Force Base · Advanced Practical Marine Corps Comptroller Course – Naval Post Graduate School · Naval Aviation Safety Officer Course - Naval Post Graduate School · Defense Systems Management Course
WORK EXPERIENCE:
FINANCIAL MANAGEMENT
Controller (1992-1998) - Chief Financial Officer for the Marine Forces Pacific, 1st Marine Aircraft Wing and 3rd Force Service Support Group. Duties included budgeting, accounting, auditing, execution, and general fiscal management oversight of a 450 million-dollar annual program. Designed new accounting system to merge fiscal requirements and accommodate differences of Navy and Marine Corps operational units. Awarded two Meritorious Service Medals for fiscal proficiency and innovative use of Information Technology (IT) during this assignment, while simultaneously completing Master’s Degree of Business Administration.
HUMAN RESOURCE MANAGER
Marine Officer (1975-1998) - Promoted to the rank of Lieutenant Colonel with a Top Secret security clearance based on a stringent Background Investigation. Executive Officer - As Deputy Commander Marine Corps Air Station (MCAS) Futenma, Okinawa, Japan, supervised and directed all airport operations in support of 130 tenant aircraft and 3,000 deployed Marine Airman. Additionally, as Station Inspector directed the command's Equal Opportunity programs and served as the military liaison to the local Japanese community. Marine Air Group (MAG) Administration and Personnel Officer - Drafted and released all command correspondence. Responsible for personnel assignments for 1000 Marine Airman and command classified materials program.
INFORMATION TECHNOLOGY
Personal Computer (PC) Repair (1992-Present) – Created a small PC repair business, troubleshooting customer PC and software problems. I also build and sell complete PC systems. My market niche, however, is 486/586 upgrades to 686 technology. Additional focus of my business is Hardware (HD, CDROM, Sound Card, Modem, CPU, Video Card, Floppy Drive, and Mother board) replacement or upgrade. Developed skills in programming and software setup with DOS, Windows 3.1, Windows 95, Internet Explorer, Netscape, MS Word, Excel, PowerPoint, Access, Lotus 1,2,3, Lotus Word Pro, and Corel Word Perfect.
PROGRAM MANAGEMENT
Assistant Program Manager for Systems and Engineering (1988-1990) - Program Manager (PM) for systems and engineering (Research and Development), and configuration control for the OV-10 aircraft. As senior project engineer, provided interface between the Fleet Marine Forces and the Naval Air Systems Command to ensure that Marine aviation operational requirements were designed, proto-typed, tested and evaluated and then acquired through the Department of Defense acquisition process. Tracked induction and delivery schedule of the OV-10A to OV-10D Service Life Extension Program (SLEP). Project engineer for OV-10 Carrier Suitability and Electro-magnetic Interference (EMI) test. Determined best Cockpit Management System (CMS) for OV-10D (SLEP), to include Global Positioning System (GPS) integration. Recommended for Meritorious Service Medal for resolution of the number one OV-10 safety concern, failure of the seat-man separator in the LW-3B ejection seat system.
AVIATION PROFESSIONAL
Aircraft Maintenance Officer and Director of Safety (1985-1988) - Supervised aircraft maintenance actions of 150 Marines and conducted Post Maintenance Test Flights, which supported the flight operations of 18 OV-10 aircraft. Additionally, directed squadron ground and aviation safety programs, which ensured the safe execution of 500 flight hours per month.
INSTRUCTOR
Flight Instructor and Wing Standardization Officer (1982-1984) - Instructed Navy, Marine, Coast Guard and Foreign military students in Basic Familiarization, Basic Instruments, Formation, Day/ Night Navigation and Night Familiarization syllabi. As Training Wing Five Standardization officer for Formation and Night syllabi, made In-Stage progress check rides with both instructor and student aviators, while authoring and publishing training manual updates, when required. Received 4 Instructor of the Month/Quarter awards.
Name: Jenny (I-Chen) Own
HomePhone: (412) 362-5065
WorkPhone: (412) 417-2185
Email: iown@andrew.cmu.edu
Date: 11 Apr 2002
Time: 02:48 AM
JENNY (I-CHEN) OWN 5701 Centre Ave., Apt. 1105, Pittsburgh, PA 15206 (H) 412 362-5065, (C) 412 417-2185, E-mail: iown@andrew.cmu.edu
EDUCATION Carnegie Mellon University, Pittsburgh, PA 2000 - 2002 Master of Business Administration (MBA) Concentrations: Finance, Quantitative Analysis National Chengchi University, Taipei, Taiwan 1994 - 1998 Bachelor of Business Administration (BBA) Concentration: Finance
EXPERIENCE Alcoa, Inc., Pittsburgh, PA The world's leading aluminum producer with 142,000 employees in 37 countries and sales revenue over $22.9 billion annually. Summer 2001, Summer Intern, E-Business Development Group *Business Development: Identified business opportunities and facilitated the development of business plans for market sectors and business units. *Financial Modeling: Developed financial models and benchmarks to evaluate the feasibility and risk of domestic and international investment opportunities. *Project Management: Cooperated with investment banks in introducing new trading systems for import/export activities to minimized overall cost for company. *Strategic Planning: Participated in the development of B2E portal to integrate internal websites with information systems and business processes. Kindom Construction Corporation Limited, Taipei, Taiwan A top 3 real estate development company in Taiwan with sales revenue of $160 million annually. 1998 - 2000, Financial Specialist, Treasury Division / Finance Department *Financial Analysis: Performed cost and profit projections and assessments for the firm's current and developing construction projects. *Portfolio Management: Managed the firm's diversified investments including equity, commercial papers, notes, options, direct investments and land acquisitions that best met with organizational needs for optimal return and cash flow management. *Financial Planning: Participated in the development of new product strategy by performing cost and benefit analysis. *Negotiations: Maintained good relationships with banking institutions and represented the firm in interest rate negotiations. National Science Council, Taipei, Taiwan A governmental institution in Taiwan responsible for scientific research and development. 1997-1998, Research Assistant *Marketing Research: Selected and recommended by the department to participate in a marketing research project that analyzed the correlation between corporate community contribution and consumer awareness/total corporate image. *In-Depth Interviews: Conducted interviews with more than 100 executive managers and corporate public spokespersons and wrote interview reports.
CERTIFICATE *Chartered Securities Trader Taiwan *Chartered Futures Trader Taiwan
PERSONAL *Fluent in Mandarin (Chinese) and Taiwanese *Proficient in VBA, Excel, Power Point, Access, HTML, ASP, SPSS, and Eviews. *GSIA Asia Pacific Business Association, Consulting Club *Permanent resident of the United States
Name: Bharat Bhushan
HomePhone: 91-11-6536274
WorkPhone: 91-11-3684848
Email: indyabhushan@hotmail.com
Date: 11 Apr 2002
Time: 03:01 PM
Objective To Contribute towards the growth of company in substantial manner by exploiting my knowledge and in turn adding value to company and myself
Experience Summary Having about 2 years of experience in IT (Web Development using ASP, CGI-PERL, JSP, PHP and Application development using VB)
Technical Skills Operating Systems Linux (Suse 6.2, RedHat 7.2), Microsoft Windows 2000, Microsoft Windows NT Programming Languages Microsoft Visual Basic 5.0, ASP 3.0, CGI-PERL, JSP (Java Server Pages), PHP Scripting Languages Java Script Backend Technologies Microsoft SQL Sever, MySQL, PostgreSQL, Sybase (System 10)Microsoft Office Macromedia Dreamweaver 3.0
Education Academic Qualification Bachelor of Arts(Mathematics) from University of Delhi. Certificate in Computing from Indira Gandhi National Open University. Pursuing Master of Computer Applications from Indira Gandhi National Open University. Professional Qualification Microsoft Certified Solution Developer Visual Basic 5.0 Visual C++ 4.0 Microsoft Windows Architecture 1 Microsoft Windows Architecture 2 GNX curriculum from NIIT
Experience June 2000-to date India Today Group Online As Web Developer
Installation and Maintenance of Linux-based web servers (Apache, Samba)
Application S/W development using Visual Basic
Maintenance of Web based E-mail service of India Today Group
Design and development of robust database support for efficient data storage and retrieval for interactive web-based projects
E-Commerce projects: Successful implementation and handling of online subscriptions for various sites (India Today, TheNewspaperToday.com, Business Today, Computers Today, Cosmopolitan, Care-Today (Gujarat earthquake), India Today Conclave, Music Today)
Online contests: Development of online contestsWebsites development
Involved in active participation in the design and development of the following sites: 1. www.india-today.com India Today Group site, which provides link to India Today’s various web editions.
2. www.thenewspapertoday.com (TNT) India’s first live multimedia e-Newspaper with 1440 editions a day This newspaper provides an exclusive feature - My Paper - that allows the user to personalize his/her settings according to his/her interests.
3. www.indiatoday.com Web edition of India Today magazine, country’s premier news magazine, that guarantees to bring its readers better understanding and a taste for the finer things in life. Also offers online subscription for the India Today magazines.
4. www.business-today.com Web edition of Business Today magazine, giving a complete understanding of the world of business through vital information, valuable insights, newest trends and global perspective.
5. www.computers-today.com Web edition of Computers Today magazine, which covers the latest in the infotech industry and focuses on the trends and future events. It equips readers to stay in touch with the rapidly changing IT world
6. www.mailmetoday.com A fast, efficient free e-mail service of the India Today Group. This site maintains a point system whereby users can earn / redeem points for every mail read or send.
7. www.ulearntoday.com This is an online Education portal of the India Today Group.
8. www.music-today.com Site of Music Today (division of India Today Group) where one can listen and buy the best in music of Music Today.
9. www.astro.thenewspapertoday.com Astrology site to know more about astrological signs, tarot reading, birthday forecasts etc.
Address 2, PWD Enquiry Office Police Colony Hauz Khas New Delhi 110016 City New Delhi, INDIA Email / Telephone indyabhushan@hotmail.com, indiabhushan@yahoo.com 91-11-6536274(Residence) 91-11-3684848 Ext. 619 (Office)
Nationality Indian
Reference Available upon request
Name: David Stordahl
HomePhone: 763-475-3682
WorkPhone: 952-249-6805
Email: dastordahl@aol.com
Date: 13 Apr 2002
Time: 03:44 PM
David Stordahl, CPA 4745 Creekwood Trail Maple Plain, MN 55359 (763) 475-3682 Home (612) 599-8725 Cellular E-mail dastordahl@aol.com
CAREER SUMMARY: Results oriented senior executive with progressive management experience in finance, operations and administration. Demonstrated leadership skills in high growth, fast-paced environments. Highly organized, proven leader and motivator. Team builder and team player.
MAJOR CAREER RESPONSIBILITIES: Executive management responsibilities in growing and managing a business including sales, marketing, international and new business development; engineering, technical support, and manufacturing; strategic planning, corporate policy development; financial, forecasting, budgeting, and operational cost improvements. Responsible for hiring, leading, and motivating key management teams.
CAREER HISTORY: 2000 to Present C-TECH Minnetonka, MN A $15 million computer reseller of hardware systems and parts.
Chief Operating Officer / Chief Financial Officer · Directs dynamics of moving young company to next level of growth. · Works closely with owner overseeing all operating decisions for the company. · Recruits and develops senior management team. · Formulates strategic direction for the company setting annual & long-term goals. · Implemented new financial and operational software throughout the company. · Negotiates bank capital loans and lines of credit. · Establishes accountability improving accuracy & timeliness of financial and operational reporting.
1997 to 2000 HUNT TECHNOLOGIES Pequot Lakes, MN A $30 million energy management and product development company. Fastest growing technology company Deloitte & Touche award winner in 1997. Third fastest growing technology company Deloitte & Touche award winner in 1998.
Chief Operating Officer / Chief Financial Officer · Managed high sales growth from $5 million to $30 million over three years. · Recruited and developed senior management team. · Redirected and grew international business from startup to ten countries. · Built positive relationships with employees, customers, and vendors. · Focused engineering and new business development teams on new products and businesses. · Established accountability improving accuracy & timeliness of financial & operational information. · Implemented new financial and operational software throughout the company. · Directed $5 million construction management & financing for new 50,000 SF office facility. · Negotiated bank capital loans, lines of credit, and refinancing agreements.
1986 TO 1997 RIVERTOWN TRADING COMPANY St. Paul, MN A $160 million national mail order gift company. Managed high sales growth from $11 million to $160 million over ten years.
Vice President of Operations · Provided operational leadership during a period of significant business growth. · Directed team that redesigned systems and procedures for new distribution system. · Formulated the operations strategic direction for the company. · Responsible for directing all operations of the company with 3 million orders annually.
Vice President of Finance & Administration · Directed construction management for two building expansion projects on time and within budget. · Negotiated leases for an $8 million corporate distribution facility and over $8 million material handling equipment and software. · Directed the annual recruiting & hiring of over 1,500 seasonal employees to meet peak seasonal volumes. · Performed financial and operational due diligence for a corporate acquisition which added $5 million new revenue annually.
Director of Finance · Established the accounting department for the company. · Implemented new accounting software. · Successfully developed and directed a strong support staff. · Established operational reporting throughout the company.
ADDITIONAL PROFESSIONAL ACTIVITY: Over ten years of experience as corporate controller, Room & Board Stores, Edina, MN; senior auditor, Dayton Hudson Corporation, Minneapolis, MN; staff auditor, Arthur Andersen, Minneapolis, MN.
EDUCATION: Mankato State University B.S. Accounting, Cum Laude CPA, State of Minnesota
Name: Isaac Mvula
HomePhone: (701) 837 9449
WorkPhone:
Email: immvula2@yahoo.com
Date: 15 Apr 2002
Time: 02:03 AM
ISAAC M. MVULA
511 UNVERSITY AVENUE WEST, MINOT, NORTH DAKOTA, 58703. TELEPHONE: (701) 837-9449 EMAIL immvula2@yahoo.com
PROFESSINAL CERTIFICATION AND MEMBERSHIPS
* Certified Public Accountant (CPA), Texas - qualified 11/98. * Chartered Certified Accountant, ACCA, London, UK - qualified 6/96
RELEVANT SKILLS AND EXPERIENCE
*Big Four accounting/audit experience with Deloitte & Touche Tohmatsu International; *University-level teaching experience in accounting and financial management; *PC technical consultancy.
EDUCATION
* MS (Management) degree in Management Information Systems from Minot State University, Minot, North Dakota - graduated 2001 * Bachelor of Commerce in Accountancy from the University of Malawi, Blantyre, Malawi - graduated 1993
DETAILED WORK EXPERIENCE
*PC Technician, Sykes Enterprises Inc., Minot, ND, from 07/01 to date. The position entails providing PC technical support to home and business computer customers.
*Instructor/Facilitator- Managerial Finance, University of Mary Graduate School from 02/22 to 03/28. This involved teaching financial management to graduate students pursuing a Masters' degree in Management.
*Sales Representative - Hotel Reservations, Choice Hotels, Minot, ND, from 05/01 to 07/01. The position entailed selling hotel accommodation at the best possible price.
*Graduate Teaching Assistant - Elements of Accounting, Minot state University, Minot, ND, from 01/01-05/01. Taught college accounting to sophomeore and juniors.
*Night Auditor, Airport Inn, Minot, ND, from 10/00 to 05/01. The position's duties included closing the hotel's daybooks, auditing daily revenue and operational reports and performing some front-desk duties.
*Audit Senior, Deloitte & Touche, Gaborone, Botswana, from 9/96 to 9/98. As an audit senior, my duties on audit assignments included planning for engagements, preparing budgets, supervising and appraising subordinates, liaising between the firm and the client, and of course carrying out the actual audit work. My clients belonged to numerous industries which included the following: mining, hotels & casinos, construction, property development and management, financial services, educational institutions, media, suppliers and traders, food processing, paper manufacturing and consulting services. Apart from auditing I also carried out tax and accounting assignments.
*Assistant Accountant, Rebatho Business Services, Gaborone, Botswana, from 1/94 to 12/94. Performed bookkeeping and financial compilation functions for clients. Also assisted clients in preparing business plans and forecasts for financing purposes.
COMPUTER SKILLS
Apart from having advanced PC hardware skills, I have the following software skills as well: * Proficient in programming languages such as C++, Visual Basic, Turbo Pascal, HTML, XML, Php and JavaScript. * Proficient in a number of Microsoft applications, for example: MS Word, Excel, Access and Project.
OTHER SKILLS
* Excellent communication and interpersonal skills. * Leadership: Captain of varsity basketball in high school and college. Member of student government in college.
COMMUNITY SERVICE
* Coached little league basketball at Denison Salvation Army Boys and Girls Club in North Texas, from 12/99 to 2/00. * Volunteered as basketball coach at Naledi Secondary School in Gaborone, Botswana.
ACHIEVEMENTS AND HONORS
* Best Graduate student at MSU College of Business for the year 2000. * Top ACCA graduate for Botswana for the 6/96 examinations. * Member of Malawi National Basketball Team from 1990 to 1993. * Malawi all-star Basketball Tournament MVP for 1992 and 1993. * Malawi Basketball Player of the Year for 1992. * Malawi Inter-collegiate basketball MVP for 1990 and 1992.
OTHER ACTIVITIES
Basketball, volleyball, soccer, general outdoors, chess, reading and movies.
REFERENCES
Available upon request.
Name: John J. Stenson
HomePhone: 708-214-9720
WorkPhone:
Email: johnjstenson@hotmail.com
Date: 16 Apr 2002
Time: 05:33 PM
JOHN J. STENSON 7325 W. 82nd St. Bridgeview, Il. 60455 H: (708) 496-3788 C: (708) 214-9720 johnjstenson@hotmail.com
OBJECTIVE To find a position to utilize my skills and experience in the futures and options industry while further developing my career potential as a program developer.
EDUCATION Illinois Institute of Technology Chicago, Il. Master of Science in Financial Markets Financial Engineering, 8/00 -12/01 De Paul University Chicago, Il. Applied Math Major Economics Minor 8/97 - 5/00 Dean's List Golden Key National Honor Society Moraine Valley Community College Palos, Il. Math Major, 8/92 - 5/97 President's List Spring 1996 & Fall 1997 Dean's List Spring 1997
EXPERIENCE
June 1997 - April 2002 TENCO, Inc. Chicago, Il. * Develop applications using Visual Basic that read a trader's position from a database and link live inputs from the ProphetX quote system to calculate delta and gamma sensitivities. * Develop and support trading applications including CQG, ProphetX, ccMail, web applications, and Excel. * Aid customers with the use of software and system related problems on both stand-alone and Local Area Network. * Using a headset connected to the trading room, facilitate order entry while reporting market conditions in the CBOT corn futures pit.
October 1996 -June 1997 Rand Financial Services Chicago, Il. * Phone Clerk on Currencies / NY / International order desk
May 1996 - October 1996 Linnco Futures Group Chicago, Il. * Runner on CBOT grains floor
TECHNICAL SUMMARY Languages: Visual Basic, VBA / Excel, C++ Operating Systems: Windows 95, 98, and NT 4.0
SKILLS Working knowledge of Black-Scholes model, customer service, ability to communicate technical issues at all levels, strong analytical ability, self-starter, quick learner.
REFERENCES Available upon request
Name: Kim Rosenberg
HomePhone: 952-920-1730
WorkPhone:
Email: k-rosenberg@kellogg.nwu.edu
Date: 17 Apr 2002
Time: 01:21 PM
KIM R. ROSENBERG 2649 Natchez Avenue South St. Louis Park, Minnesota 55416 (952) 920-1730 k-rosenberg@kellogg.nwu.edu
EDUCATION 1998-2001 KELLOGG SCHOOL OF MANAGEMENT Evanston, IL NORTHWESTERN UNIVERSITY Master of Business Administration degree, December 2001. · Majors in finance, marketing and entrepreneurship. · Member of Entrepreneurial/Venture Capital Club and Women’s Business Association.. · Completed degree while working full time. 3.6/4.0 GPA.
1990-1994 WASHINGTON UNIVERSITY St. Louis, MO Bachelor of Arts degree in economics with a business minor, May 1994.
· Studied economics at the University of London, Spring 1993.
EXPERIENCE
1994-2002 AMERICAN NATIONAL BANK & TRUST COMPANY OF CHICAGO, a subsidiary of BANK ONE CORPORATION Chicago, IL
Commercial Banking Vice President - Manager – Credit Support, 2001-2002 Assistant Vice President - Manager – Credit Support, 1999-2001
· Recognized by Senior Management for best practices in hiring a diverse workforce. · Hired and currently manage 61 Portfolio Specialists and Underwriters to support 200 + Bankers’ needs. · Work closely with middle market Bankers to insure that Department staff provides them with adequate credit support. · Plan, coordinate and conduct a portion of credit training for new hires. · Communicate new credit policies and procedures to various functional groups, including Senior Management. · Worked with Senior Management to strategically develop new Credit Support Department. · Created and led seminar to keep Underwriters apprised of the current credit environment. · Organized and led new Credit Approval Package roll-out to provide a consistent underwriting approval format throughout Bank One. · Selected to lead various project teams.
Commercial Banking Officer, 1998-1999 Commercial Banking Associate, 1996-1998 Credit Analyst, 1994-1996 · Managed the credit, operational and cash management needs for a portfolio of 30 + middle market, commercial customer relationships with over $70 million in loan commitments. · Maximized relationship profitability through cross-selling of bank products and developing new business. · Analyzed customers and prospects’ financial performance, industry risk, and ability to repay debt in order to determine credit worthiness, structure and pricing of loan commitments. · Worked directly with customers’ management teams to identify and evaluate their financial needs. · Presented Senior Management with analytical conclusions of financial and credit analysis. · Worked with product and operational areas to solve any customer problems. · Completed American National Bank’s Commercial Banking Development Training Program.
OTHER DATA Association for Financial Professionals’ Certified Cash Manager Designation – CCM
Name: Mathieu Koffi
HomePhone: (763) 755-6708
WorkPhone:
Email: ave_koffi@hotmail.com
Date: 18 Apr 2002
Time: 01:20 AM
Mathieu Koffi 1701 113th Ave NW. # 204 Coon Rapids, MN 55433
Tel: (763) 755-6708 ave_koffi@hotmail.com
KEY AREA OF EXPERTISE
Database Management Forecasting Competitive Analysis Capital Evaluations Capital Budgeting Financial Analysis Strategic Market Research Statistical Modeling Financial Modeling
PROFESSIONAL EXPERIENCE
SOURCECORP (Upper Marlboro, Maryland) Jan 2001 – Mar 2002 Financial Analyst Prepared monthly reports to senior management regarding bad debt, cash applications, and recoveries. Developed and manipulated database, using Oracle 8i and MS Access. Performed industry research and ratio analysis. Assisted in the preparation of budget and analysis of variance. ( Maryland’s office had revenues in excess of $ 21 million in 2001) Special assignments included recommendations for capital budgeting decisions. (New equipment, Replacement) Major Projects: Developed spreadsheets in Microsoft Excel that quantifies financial impact of variations in employees’ incentive plan to determine profitability. Created information database to track quality and production issues for the Scanning Department using SQL and MS Access.
University of North Dakota Business Center Jan 2000 - May 2000 MBA Consulting Team Handled the statistical part of a Marketing Research project for a supermarket in East-Grand Forks, North Dakota. Participated in the elaboration of business plans for Start-up Companies. That involved creating a mission statement for companies, studying their positioning, and creating a value proposition that would attract investors.
University of North Dakota. (Grand Forks, North Dakota) Aug 1998 - Dec 2000 Graduate Teaching Assistant - Finance Taught two lab sections of 50 undergraduate students for the following course: “Principles of Financial Management”. Covered topics such as Assets Management, Cost of Capital, Dividend policy, Valuation, Capital Budgeting, and Working Capital Management. Assigned grades to students. Assisted and advised students in sharpening their skills in Calculus.
BROAD & PIKE MOTORS (Philadelphia, Pennsylvania) Sep 1995 - Mar 1998 Statistical Analyst Used analytical techniques, mainly Regression Analysis and Time Series methods to analyze and model Price fluctuations, allowing recommendations for marketing and sales decisions. Provided a broad-based flow of data for merchandisers, buyers, Catalog Distribution Center associates, and management to assure continuing high-level profitability. Work closely with accounting division to implement budget and analysis of variance.
EDUCATION Master of Business Administration, with concentration in Finance Dec 2000 University of North Dakota (Grand Forks, North Dakota) Bachelor of Sciences, Economics, June 1995 University of Abidjan. (Abidjan, Ivory Coast)
MAJORS TRAINING & DEVELOPMENT PROGRAMS Monitoring your Budget. (The Government of Arlington-Virginia) Nov 2001 Legal and Business Ethics. (Georgetown University) Apr 2001 Successfully Working with People. (American Management Association) Nov 2000 Executive Presentation Skills. (American Center for Management Development) Jun 2000 Project Planning, Scheduling & Control Using PCs. (American Management Association), Aug 1999
PROFESSIONAL SKILLS Proficient in using Technology to enhance Data and Information Management High degree of initiative and ability to work effectively in teams or independently Proficient interpersonal skills and ability to manage multiple tasks Strong analytical approach.
COMPUTER SKILLS Relational Database – ERD (Entity Relationship Diagram) Oracle 8i - SQL and PL/SQL (Stored Procedures and Triggers) Visual Basic 6.0 (Object-Oriented and Programming) SAP / R3 MM Module SPSS (Statistical Modeling Analysis) MS Office 2000 (Excel, Access, Word, PowerPoint, Outlook, FrontPage) Unix / Linux - Red Hat 7.0
LANGUAGES French (Fluent) Spanish (Intermediate)
AWARDS / HONORS University of North Dakota Dean’s List. Clifford Anderson Memorial Business Administration Scholarship.
REFERENCES: Available upon request
Name: Edward Wang
HomePhone: 608-334-1631
WorkPhone:
Email: wang_hongyi88@yahoo.com
Date: 20 Apr 2002
Time: 04:29 PM
OBJECTIVE To obtain a position that utilizes my experience and skills in finance, accounting, leadership, and project management.
EDUCATION
University of Wisconsin -- Madison Master of Business Administration, Finance, Investment & Banking, December 2001
Shanghai Tongji University Bachelor of Science, Electrical Engineering, July 1994
PROFESSIONAL EXPERIENCE 1998 to 2000 Tricon Global Restaurant Pizza Hut Co., Ltd. (a subsidiary of Tricon) Finance Manager (1999 to 2000) · Administered corporate finance and accounting function; handled all financial statements to the company’s management and reviewed internal control system etc. · Led the department to win “the Best Financial Statements Reporting Teams” title within the group. · Implemented Quality Meeting to improve the work efficiency and quality in the finance department. · Led a variety of projects such as annual profit forecasting, store audit, and cost control on materials consumption etc. · Ensured company’s aggressive local and regional restaurant expansion plan and provided liaison with the banks, tax bureau and government organizations. · Responsible for extensive departmental administration: hiring, training, motivating, evaluating and scheduling workflow for a staff of 5. Tricon Global Restaurant Consolidation Supervisor (1998 to 1999) · Supervised the daily reporting process and performed account reconciliation and analytical reviews on the regional consolidated financial statements. · Assisted the controller in improving the quality and accuracy of company’s financial reporting function. · Performed a variety of financial analyses according to the U.S. GAAP. · Acted as a major coordinator for many large financial projects such as e-banking payment system installation, group-wide fixed assets review, and successfully completed with them.
1994 to 1998 Price Waterhouse Senior Auditor · Performed statutory audits for various companies including those multinational firms and listed companies. · Provided other services to customers such as due diligence, business consulting, and internal control improvement recommendation. · Took in charge many aspects of an engagement including supervising the field audit work, training staff, controlling project budget and planning audit programs etc.
ADDITIONAL · Chinese Certified Public Accountant · Completion of Project Management Program conducted by Hewitt Associates · Experienced user of Microsoft Word, Excel, and PowerPoint
PERSONAL · Travel · Swimming · Soccer · Tennis · Reading · Music
Name: Ellen Neal
HomePhone: 480-507-2727
WorkPhone: 602-365-3886
Email: ellen779@mindspring.com
Date: 23 Apr 2002
Time: 12:52 AM
ELLEN M. NEAL 133 West Desert Court Gilbert, Arizona 85233 Home: (480) 507-2727 Work: (602) 365-3886
OBJECTIVE
A challenging finance or accounting management position that provides growth opportunities.
PROFESSIONAL EXPERIENCE
HONEYWELL, Phoenix, Arizona 1995-Present Senior Project Accountant * Reduced the Phoenix intercompany imbalance by $6 million and the suspense account balance by $10.5 million. * Consolidated the Intercompany Accounts Receivable Aging and Suspense schedule for all Engines, Systems, and Services sites. * Reconciled the general ledger intercompany accounts and documented the journal entries and reconciliations.
SAP Implementation Coordinator * Assisted with the development of the SAP global chart of accounts and maintained master data for several clients. * Developed the functional specifications of the payroll accounting interface from PeopleSoft to SAP and taught SAP financial classes, including ERP101, Finance Basics, General Ledger Analysis, and General Ledger Postings.
General Accounting Supervisor * Supervised a staff of six employees and coordinated the department's financial responsibilities with the Corporate General Accounting Department. * Directed reduction of non-value added work, resulting in improved customer satisfaction.
Tax Analyst / Accountant * Coordinated the completion of 40 annual tax data packages, resulting in leadership award. * Transitioned the interstate Engineered Materials Sector payroll accounting, updated procedures, and reconciled payroll general ledger accounts totaling $30 million.
SPRINT CORPORATION, Lincoln, Nebraska 1989-1995 Financial Reporting Supervisor * Approved monthly journal entries averaging $56 million. * Assisted with the procedure development to transmit journal entries to the general ledger system. * Mapped and improved monthly journal entry and reconciliation processes resulting in a staff reduction of 40 percent. * Directed operations for the Charlottesville Revenue Accounting Center to review journal entry and reconciliation procedures and to consolidate the information to Lincoln.
Accounting Associate * Designed and implemented procedures for the newly developed Centel Uniform Billing System (CUBS) to reconcile general ledger accounts.
EDUCATION
M.B.A., Arizona State University, 1999
B.S., Accounting, University of Nebraska, 1989
Six Sigma Greenbelt Certification, 2001
PROFESSIONAL ASSOCIATIONS
Arizona Society of CPAs
Name: Jay Humphries
HomePhone: 651-734-0633
WorkPhone: 612-269-8221
Email: jayhumphries@attbi.com
Date: 23 Apr 2002
Time: 10:03 AM
Jay S. Humphries 3897 Monticello Drive Woodbury, MN 55129 651-734-0633 jayhumphries@attbi.com
EXPERIENCE 8/2000 – Present SSI North America (Formerly Orion Consulting) Minneapolis, MN Senior Consultant Functional consultant with experience implementing Oracle ERP Applications. Implemented Oracle Financials, including Project Billing for a global financial services company. Assisted in designing and testing an interface from a third-party time & expense software package into Oracle. Project was an upgrade and re-implementation from Oracle 10.7 and was delivered on schedule and within budget. Implemented a Fixed Asset Calendar conversion for a global education integration company. This effort required the involvement of the company’s resources in the functional area to define requirements, develop a conversion plan and verify results of the conversion. This project was delivered on time and within budget. Implemented Oracle Projects Costing 11i in a 6-week timeframe for a leading national shopping network. Also required to facilitate the involvement the company’s resources in the various functional areas to define requirements, develop future processes and verify results for the new system. This project was delivered on time, within budget and was one of the first 11i implementations in the country.
12/1999 – 8/2000 BMC Software Houston, TX Business Systems Analyst Project manager for internal Oracle Project Accounting implementation. Involved in formulating requirements, designing components, delivering project plans and estimates, and configuring software to meet business needs. Participate in all phases of testing, provide support, and research impacts of technology changes on existing and planned systems. Analyze impact of changes in business practices on existing systems and develop plans for improving business processes and automated support for the business. Interact with internal business clients and other staff to understand requirements.
11/1998 – 12/1999 Oracle Energy Houston, TX Senior Consultant Functional consultant with experience implementing Oracle Projects. Main focus of implementations is in the Oil and Gas Industry. Acted as team lead in a successful implementation for a large Oil and Gas Company. Interacted with developers to add practical experience to application development and enhancements. Performed gap/fit analysis, business requirements mapping, testing and data audits. Created multiple forms with DataLoader to aid client in reducing workload. Developed project plans and project deliverables as needed. Developed custom Discoverer reports.
10/1997 – 10/1998 Baker Oil Tools, a division of Baker Hughes, Inc. Houston, TX Planning and Reporting Supervisor Supervised accounting staff for Latin America Operations. Consolidated and analyzed quarterly financials and operating budgets for Western Hemisphere Operations. Analyzed possible acquisition candidates to compliment existing oil field product lines and services. Maintained quarterly reporting for international capital expenditures. Acted as liaison for international finance managers and Houston operations. Coordinated and supervised summer interns for finance department. Special projects as needed.
2/1997 - 9/1997 Enron Corporation Houston, TX Financial Planning Specialist Responsible for financial planning function for Enron Ventures Corp. and maintained an analysis model for comparing actual to budget. Acted as central figure in consolidation of EVC subsidiaries for reporting purposes. Generated annual budget and five-year plan for staff groups and allocated their costs accordingly. Prepared all ad hoc reports and variance analysis for EVC. Acted as liaison with Corporate Financial Planning for purposes of external reporting.
12/1994 – 2/1997 Enron Corporation Houston, TX Accounting Specialist Responsible for monthly allocations of staff group costs and reported actual to budget variances. Acted as accounting liaison for Operations and Technical Services (OTS) group. Assisted in generating annual budget and five-year plan for staff groups and OTS. Maintained the work direction of a staff accountant and clerk. Assisted in making recommendations for system installations and enhancements. Acted as department lead for ad hoc reporting. Continued to assume similar duties of Senior Accountant for staff groups.
7/1993 – 12/1994 Enron Corporation Houston, TX Senior Accountant Responsible for managing over $1 billion of fixed assets and associated depreciation, depletion and amortization for five subsidiaries and an MLP in the DBS Fixed Assets System. Prepared monthly estimates for asset additions and retirements. Continued to assume department ad hoc reporting responsibilities.
6/1990 - 7/1993 Enron Corporation Houston, TX Accountant I/II Responsible for ad hoc reporting for Property Accounting Systems. Assisted in development of account reconciliation automation and ad hoc reporting systems. Maintained and updated information in the DBS Project Tracking System for six subsidiary companies. Reconciled Project Tracking System to General Ledger, booked journal voucher corrections and monthly amortization. Assisted corporate and field personnel with project information. Designed and maintained custom reports from all associated accounting systems and assisted with system installations and enhancements.
EDUCATION 4/1990 University of West Florida US-Florida-Pensacola Bachelor's Degree BA in Accounting
12/1988 University of Florida US-Florida-Gainesville Associate Degree AA in Liberal Arts & Sciences
Name: Jon Herrmann
HomePhone: 952.832.9216
WorkPhone:
Email: jon_herrmann@yahoo.com
Date: 23 Apr 2002
Time: 10:13 AM
JON E. HERRMANN 9560 Oxborough Curve Bloomington, Minnesota 55437 952.832.9216 Fax: 952.842.0930 jon_herrmann@yahoo.com _________________________________________________________________ SUMMARY:
A business professional with extensive experience in developing and improving reporting tools using strong analytical and business skills. Well versed in the use of relational databases and programming within Microsoft Office. Able to effectively identify problems, visualize solutions, and deliver results. Experience ranges from start up companies to Fortune 500 corporations. Looking for a challenging position where analytical skills can be used to identify and drive improvements.
EXPERIENCE:
U.S. BANCORP 1999 – 2002 Systems Consultant (with Quantum Consulting) Developed process to allocate balances and related financial measures of a $6,000,000,000 loan portfolio in support of a merger related systems conversion and P & L decentralization.
Senior Financial Analyst – Insurance Redefined scope of Senior Financial Analyst position immediately after joining company. Developed reporting tools to allow Insurance department to better understand their key performance indicators. Analyzed existing models to ascertain their effectiveness as financial forecasting tools, and worked with Financial Analyst to incorporate improvements where appropriate. Automated manual processes, using Microsoft Access and Excel, to reduce data entry and increase accuracy. Worked with Financial Analyst to improve workflow and systems involved in the month end reporting process. Supervised departmental month end reporting process and enhanced reporting package effectiveness; provided work direction to Financial Analyst.
GMAC/RESIDENTIAL FUNDING CORPORATION 1998 – 1999 Information Specialist – Investor Relations Documented existing systems and developed applications in Microsoft Access to simplify and increase their efficiency. Developed departmental website to deliver performance information on issued securities reducing the need to distribute printed periodicals. Actively participated in the development of a complex application used to effectively hedge corporately held securities.
UNITED COMPANIES FUNDING, INC. 1996 – 1998 Financial Analysis Manager Developed and compiled the month-end reporting package for senior management providing performance information on all areas of the company. Prepared numerous five-year forecasts and developed presentations in support of potential mergers. Assisted with the development of a budgeting system. Coordinated and provided analysis for the preparation of the zero-based annual budget. Developed Microsoft Access application for reporting and tracking repossessed homes and their related expenses. Automation of a previously manual system resulted in increased accuracy, more timely reporting, and a reduction of 120 payroll hours per week. Conducted various analyses to measure operating efficiencies. Reported results and made improvement recommendations to senior management. Analyzed impact of various policy changes on loan sale profitability. Assisted other departments with development of Microsoft Office applications. Performed supervisory duties within the Finance and Accounting departments.
EDUCATION:
UNIVERSITY OF MINNESOTA MBA Concentration: Finance and Accounting
ST. CLOUD STATE UNIVERSITY BA, Psychology
PROFESSIONAL CREDENTIALS:
Certified Management Accountant (CMA)
COMPUTER SKILLS:
Expert knowledge of Microsoft Access and Excel. Proficient in Microsoft Powerpoint, Word, and Front Page. Extensive experience using Visual Basic for Application in Microsoft Access and Excel. Completed courses in Visual Basic, InterDev and Crystal Reports.
MILITARY SERVICE:
UNITED STATES ARMY RESERVE 1992 - 2000 Psychological Operations Specialist Training included analyzing international target audiences and interviewing individuals to determine the most appropriate method of influencing behavior. Distinguished Honor Graduate - John F. Kennedy Special Warfare Center and School (June 1993) Army Achievement Medal (October 1992 and November 1993)
Name: Amanda J. Martinson
HomePhone: (763)662-2753
WorkPhone:
Email: ekmartinson@sherbtel.net
Date: 23 Apr 2002
Time: 10:53 AM
Name: Scott Waldherr
HomePhone:
WorkPhone: 952-894-5400
Email: dukewald@aol.com
Date: 24 Apr 2002
Time: 01:22 PM
I was interested in the Sr. Internal Audit position:
Internal Auditor - Staff or Senior (DOQ) Minneapolis to $55K 2+ years quality audit experience. Adding to staff; some international travel.
Name: Jeff Skie
HomePhone: (952) 440-3307
WorkPhone:
Email: jeff_skie@integraonline.com
Date: 24 Apr 2002
Time: 08:36 PM
Name:
HomePhone:
WorkPhone:
Email:
Date: 30 Apr 2002
Time: 12:09 AM
Name: Kelvin Wong
HomePhone: 773-929-0540
WorkPhone:
Email: kw75z@yahoo.co.uk
Date: 30 Apr 2002
Time: 01:20 AM
Kelvin Wong
707 West Sheridan Road #207 Chicago, IL 60613 Phone: (773) 929-0540 / (773) 832-1954 Email: kw75z@yahoo.co.uk
EDUCATION
CFA Level I candidate, June 2002
The University of Chicago, Chicago, IL Master of Science in Financial Mathematics, June 2001
Nanyang Technological University, Singapore Bachelor of Engineering / Electrical & Electronic Engineering, June 2000 Awarded Second Class Honours (Upper Division)
SELECTED EMPLOYMENT Financial Systems Analyst, July 2001- March 2002 Intern, March 2001 - June 2001 Quantitative Risk Management, Chicago -Developing new features related to various Fixed Income Securities such as ARMs, FRMs, CMOs, MBS, Swaps/Swaption and Bonds with embedded options. -Involved in projects such as Prepayment Models, Valuation of derivatives using Lattice and Monte Carlo, Gap Reporting, Funds Transfer Pricing, Forecasting/Scenario Analysis, VAR and Yield Curve Modelling. -Analysing and benchmarking client portfolios, and coding in C++. -Familiar with duration, convexity, greeks and other risk measures.
Intern, January - July 1999 CET Technologies Pte Ltd, Singapore -Developed a Client-Server Database software using Visual Basic on Windows NT platform. -Generated MIS reports for Managerial decision-making using Seagate Crystal Reports. -Conducted Test Plans for various project modules.
Teacher, November - December 1998 & November - December 1997 CAL Computer Training Centre, Singapore -Taught Microsoft Office, Outlook, FrontPage and Web Page Design to adolescents.
QUALIFICATIONS SUMMARY
Computing and Mathematical Skills ·Programming capacity in C/C++, Visual Basic, JAVA and Intel X86 Assembly Language. ·Software proficiency in Matlab, Excel, Access, MySQL and Microsoft SQL Server. ·Courses in Partial Differential Equations, Numerical Methods, Stochastic Calculus, Statistics, Optimization and Neural Networks. Business and Finance Background ·Coursework in Portfolio Theory, Fixed Income Derivatives, Foreign Exchange, Advance Option Pricing Risk Management and Econometrics.
Name: Janis K. Hicks
HomePhone: (763) 572-9729
WorkPhone:
Email: janishicks@hotmail.com
Date: 30 Apr 2002
Time: 02:19 PM
Janis K. Hicks, CPA 1320 Creek Park Lane NE Fridley, MN 55432 (763) 572-9729 janishicks@hotmail.com
SUMMARY Experienced financial professional successful at initiating and evaluating processes, designing improvements and leading a Fortune 500 company through change. Proven ability to utilize creative solutions to solve complex problems.
EXPERIENCE 1991 - 2001 ING ReliaStar, Minneapolis, Minnesota
(1998 - 2001) Financial Analyst Prepared all financial analysis and written documentation for evaluating, pricing and approving loans to both privately held and public companies ranging in size from $5 to $500 million in annual revenues. Performed due diligence on companies in various industries, including manufacturing, distribution, financial services, medical equipment and devices, food services, advertising and others. Created complex cash flow models for numerous transactions, including mergers and acquisitions, leveraged buyouts, management buyouts and the creation of platform companies.
(1992 - 1998) Accounting Manager (1991 - 1992) Staff Accountant Organized and directed all accounting, budgeting and financial reporting for the use of management, creditors and regulatory agencies. Determined periodic cash flow requirements and was accountable for the development and maintenance of internal controls. Guided accounting system conversion and subsequent improvements and ongoing maintenance. Completed all financial analysis for senior management. Maintained positive working relationships with internal and external auditors, legal counsel and all corporate service divisions. Managed staff of four accountants and one systems professional.
1989 - 1991 KPMG Peat Marwick LLP, Minneapolis, Minnesota Staff Auditor Performed audits, compilations and reviews of financial statements for clients in the Middle Market Division, companies with revenues ranging from $50 to $250 million. Primary emphasis was on manufacturing and retail industries. Made recommendations to clients for improving documentation of transactions, control of assets and enhancement of internal controls.
Summer 1988 Deloitte & Touche LLP, Minneapolis, Minnesota Tax Intern Prepared individual and corporate tax returns. Researched various tax issues. Responded to questions and requests for additional information from the Internal Revenue Service.
CERTIFICATION Certified Public Accountant - State of Minnesota, 1989
EDUCATION Bachelor of Accountancy and Minor in Computer Science - GPA 3.93 University of North Dakota, Grand Forks, North Dakota
PROFESSIONAL American Institute of Certified Public Accountants ORGANIZATIONS Minnesota Society of Certified Public Accountants
ACCOMPLISHMENTS
Financial/Accounting * Executed the transfer of two legal entities to the parent company via stock dividends, the liquidation of two partnership interests, and the sale of a line of business. Worked extensively with senior management, legal counsel, corporate accounting, human resources, tax personnel, external auditors and outside purchasers to complete the transactions. * Determined methodology for allocating corporate and internal overhead and service charges. * Corrected a complex, multi-company tax provision and cushion analysis reducing annual audit fees. Provided documentation and explanations for audits by the Internal Revenue Service.
Budgeting and Forecasting * Directed and coordinated overall annual budgeting process. Compiled three-year comprehensive financial plan for the consolidated group including explanation of changes from the prior year's submission. Estimated timing and amount of cash dividends to the parent company and the anticipated return on equity. * Analyzed budgeted costs and production volumes to properly price services performed. * Actively involved with executive management to develop several downsizing efforts. Prepared communication of plan to corporate. Responsible for producing quarterly documentation showing that original plan was implemented and cost savings were realized for the following two years.
Process Improvement * Streamlined the process of authorizing, funding and recording purchases at a remote office, improving efficiency of the operations. * Reengineered month-end processes resulting in a two-day improvement in closing the books. * Reduced receivable write-offs by 95% by training the accounting staff, reorganizing activity, and setting standards for recording transactions.
Systems Development and Implementation * Directed the conversion from an Oracle-based accounting system to the corporate mainframe accounting system. Led the design, testing and implementation of a complex cost allocation program to effectively capture departmental costs. * Selected to be on the 12-member team to evaluate vendors for the purchase of a new enterprise-wide accounting system.
Financial Analysis * Developed a database to break departmental costs down to the activity level for participation in an industry cost study. The results of this study provided management with the knowledge of where to increase effectiveness and change staffing levels to remain competitive in the industry. * Conducted due diligence on numerous companies and researched the related industries. Examples of due diligence procedures include examining the company's financial forecasts, audited financial statements, market share, competition, customers, vendors, contracts, quality of management and how the business is affected by changes in economic conditions. * Constructed in-depth financial models for potential borrowers that included different scenarios for prosperous versus difficult times. Performed detailed analyses on cash levels, receivables, inventory, margins, working capital requirements, capital expenditures, growth assumptions and financial ratios.
Name: David E Waggoner
HomePhone: (952) 432-1816
WorkPhone: )651) 227-7847
Email: David W56@Juno.com
Date: 01 May 2002
Time: 12:43 PM
I am lookinf at your Accounting Manager positions. I believe you have my resume on file. If not let me know.
Name: Robert Nicholson
HomePhone: 763-475-1141
WorkPhone: 763-475-1141
Email: bobn1000@aol.com
Date: 02 May 2002
Time: 01:34 PM
ROBERT C. NICHOLSON, CPA 2105 Garland Lane Home (763) 475-1141 Plymouth, MN 55447 Mobile (763) 443-4431 bobn1000@aol.com
SUMMARY Financial executive with extensive manufacturing industry experience. Excellent knowledge of manufacturing and production control systems. Skilled in turning around under-performing businesses. Good technical and leadership skills with a proven track record of achieving bottom-line results. Areas of expertise include:
· Cost accounting · Mergers and acquisitions · Treasury and cash management · Strategic planning · Forecasting and budgeting · Financial reporting · Pension administration · Business process redesign · International accounting · Systems implementation · Risk management and insurance · Cost reduction and control · Internal controls · Audit coordination · Financial analysis and computer modeling
CAREER HISTORY Financial Consultant 2001 to Present · Temporarily filled in as controller for manufacturing plant in Tianjin, China. Hired and trained new controller. Implemented improvements to accounting and reporting systems and assisted in implementation of MRP. Developed integrated financial forecasting model. Negotiated new bank revolving line of credit and established better cash management procedures. · Coordinated closing of an unprofitable foreign manufacturing plant. Located buyer for business and negotiated distribution and licensing agreements and sale of assets. Dealt with legal, tax, accounting and audit issues of closure.
IMI CORNELIUS INC., Anoka, Minnesota 1976 to 2001 The world’s leading manufacturer and distributor of beverage dispensing equipment. Operations included 7 manufacturing sites and 5 regional distribution centers. Executive Vice President Finance (CFO) (1988 to 2001) Responsible for financial reporting, planning and budgeting, foreign currency translation, cash management, pension administration, insurance, credit and collection, payroll, cost and general accounting, and long and short-term strategic forecasts. · Replaced antiquated financial reporting system with a system focused on key performance indicators. Key elements of this were the implementation of Activity Based Costing, executive information system, data warehouse, and a Balanced Scorecard. These contributed to a better understanding by management of key metrics and indirectly led to significant improvements in customer service, productivity and quality, cost reductions and a substantial increase in earnings. · Directed implementation and redesign of manufacturing cost systems at four of the Company’s plants. · Sustained profitability of company during an industry downturn by identifying and achieving almost a 10 % reduction in annual overhead expenses.
ROBERT C. NICHOLSON, CPA Page Two
· Increased accuracy of inventory record keeping and related databases resulting in significant inventory reductions, cycle time improvements, and the elimination of annual physical inventories. Inventory turns more than doubled, at the same time customer deliveries improved dramatically. · Led and coordinated numerous mergers and acquisitions, including financial justification, negotiations, planning, due diligence and execution of documents. Acquisitions included two foreign and ten domestic companies. Successfully integrated systems and personnel of acquired companies. These acquired companies accounted for two-thirds of the Company’s sales and profits. · Gave financial direction to teams that consolidated two manufacturing plants resulting in savings of over $4 million per year. · Re-engineered accounting business processes to accommodate an almost tripling of sales and the addition of four manufacturing sites with a third less staff. · Led Finance part of cross-functional team that evaluated, selected and implemented computer software system. New system resulted in cost savings and dramatically improved operating efficiencies. Also evaluated ERP systems and determined ERP implementation plan for the Company. · Reduced cycle time for financial reporting so that income statements are prepared in two days. · Negotiated and maintained over $50 million in credit lines and other borrowings to support growth of Company. · Provided financial leadership to management team that achieved significant reductions of manufacturing costs through supply chain management, improved processes, value analysis, target costing, constraint theory and cycle time reduction. Achieved incremental cost savings of approximately 3% to 5% in each of the last three years. Treasurer and Controller 1984 to 1988 Corporate Controller 1980 to 1984 Assistant Corporate Controller 1977 to 1980 Director of Audits and External Reporting 1976 to 1977
ERNST AND YOUNG 1971 to 1976 1971 to1976 Senior Auditor Responsible for planning, executing and supervising audits. Duties in some cases included preparation of tax returns. Audit clients included a variety of large and small manufacturing companies, a petro-chemical company, agri-business companies, and government and service organizations.
EDUCATION UNIVERSITY OF MINNESOTA BS in Accounting Minor in Economics Certified Public Accountant
Name: Mr. Trushar Patel
HomePhone: 713-668-7967
WorkPhone:
Email: tpatel@houston.rr.com
Date: 06 May 2002
Time: 01:18 PM
Re: Sr. Financial Analyst Position (Minneapolis) I look forward to speak with you regarding the opportunity. Thank you.
TRUSHAR S. PATEL 3602 Aberdeen Way, Houston, TX 77025 Home: (713) 668-7967 Email: tpatel@houston.rr.com
PROFESSIONAL EXPERIENCE
1999 to 2001 Manager: Enron Global Finance (promoted January 1999) Rotations: Enron Energy Services(EES), Enron Corp., Enron International (EI)
Transactions:
$25 million Securitization (of equity in a facility management company) * Evaluated proposals, selected financial institution and negotiated pricing and documents for debt and equity tranches * Structured transaction and coordinated deal process with corporate development, tax, accounting and legal
Energy Equipment Leasing Program * Prepared presentations to market the program and involved in the negotiation and documentation with lender * Analyzed underlying business in order to optimize the leasing program to fit with EES business strategy
Investment Analysis * Negotiated and executed extension of $75 MM Letter of Credit with a bank * Managed analysts and associates in the quantitative and qualitative analysis of debt and equity investments (i.e. gas gathering pipeline system, power plants in South America and Europe) * Involved in preparing investment memoranda for external equity approval
Global Structured Finance * Led finance evaluation of an Asian CBO structure, which concluded with a recommendation to senior management not to proceed with the project * Participated in the creation of a financing strategy for the development of an offshore oil field in Brazil * Formulated deal structures with developers by evaluating risks (i.e. country, payment, performance, political)
Additional Responsibilities: * Analyzed options with financial institutions regarding the securitization of EES customer receivables * Identified risks and provided funding options for originators based on deal structure and customer profile
1997 to 1999 Associate: Enron Global Finance (hired July 1997) Rotations: Enron Corp., Enron International (EI)
Transactions: Acquisition of Cogen Technologies (post-acquisition company called "East Coast Power") * Developed and enhanced the model used for the acquisition of cogeneration power plants valued at $1.5 B * Involved in the due diligence, negotiation, documentation and marketing of an $850 MM bank bridge loan, $850 MM 144a bond issuance and $80 MM equity placement * Involved in drafting offering memoranda (bonds) and preparing investor/rating agency presentations * Managed rating agency/institutional investor due diligence during bond rating/offering process
Collateralized Loan Obligation Equity Investment * Provided qualitative and quantitative analysis which led to a $20 MM investment * Prepared internal presentations for credit approval process & reviewed purchase documents * Performed due diligence on underlying power industry project finance loan portfolio
Project Finance - Latin America * Prepared information memorandum for Overseas Private Investment Corp. on $75 MM Nicaraguan power project * Created & presented project overview (Nicaragua) to MARAD and EDC (US & Canadian Govt. Agencies) * Provided research and analysis for the financing of various South American power and pipeline projects (i.e. pipeline comparables report, determining capital pricing, interest rate analysis)
Additional Responsibilities: * Built a model used to determine the price at which to buy-out a joint venture partner * Involved in the creation of a model to price sovereign risk in Enron's international project portfolio
EDUCATION
THUNDERBIRD American Graduate School of International Management Master of International Management Concentration in Finance 12/96 (Glendale, AZ) Internship: DIRECTV International Business Development Analyst Summer 1996 (Los Angeles, CA)
CARLETON UNIVERSITY B.A. Economics (High honors) 11/94 (Ottawa, Canada)
CFA Level One Candidate - June 2002
Computer Skills: Proficient in the use of Excel, Word, PowerPoint, Bloomberg and First Call
Volunteer Work: Meals on Wheels (present), Arizona Blood Service - Bronze Award, Canadian Cancer Society, Canadian Red Cross, Canadian Mental Health Association
Name: Joseph A. Goyette
HomePhone: 401-941-8087
WorkPhone: 401-278-5033
Email: joegoyette3@aol.com
Date: 07 May 2002
Time: 09:46 PM
Joseph A. Goyette 96 Grace Street Cranston, RI 02910 (401) 941-8087 e-mail JoeGoyett3@aol.com
Leadership - Management - Team Building - Problem Solving Superior Written and Oral Communication Skills
Background and Motivation
With over a decade in wholesale, retail sales, and processing management, conforming, non-conforming and government lending, I bring a wealth of experience and passion to every role that I fill. I have proven relationship building skills and believe that this attribute is the single most important element in leading a team to achieve the mission of any company. It is my belief that leadership is a responsibility, not a power and that the best way to inspire people to work as a team is to treat them with respect and dignity. One of the most rewarding things in life is inspiring and coaching others to achieve success. It gives me great pride that so many people have asked to work for me.
Fleet Mortgage Group - January 1999 - Present
Rhode Island Emerging Markets Manager - Fleet- October 2001 - Present
In late 2001, Emerging Markets was created as a subdivision of the Fleet’s Mortgage Division. The purpose of this new division is to reach out to underserved populations and their communities. Because of my sales and operations background, product and systems knowledge, and connections in Rhode Island‘s communities, I was chosen to manage the Rhode Island Office. Responsibilities include overseeing the set up of the office which was completed in December of 2001, hiring a diverse staff of mortgage consultants which is still under way, developing business plans for the office and its staff, working with operations staff to improve process work flows, setting and achieving office goals, reaching out to community groups and non-profit organizations and establishing relations with them. I developed an outreach formula that included multiple lines of business insuring maximum cross sell to maximize all business opportunities.
Processing Manager - January 1999 to October 2001
Managed between fifteen and twenty five processing and closing staff in Fleet Bank’s Retail Mortgage Division and Emerging Markets Processing. Responsibilities included training, goal setting, problem solving, process workflow improvement, customer satisfaction, relationships with sales management, clearing loans to close, final disposition of loans and insuring the team complied with all guidelines, policies and procedures. Managed staff through very difficult transition from manual to automated processing systems and several stressful growth and downsizing periods. Retained top performing staff during difficult transitions by inspiring them to think positive and work hard. Called upon to manage two teams for extended periods of time twice.
Leadership and Management Training
U.S. Army Reserves 1983 - 1989
Basic Training - Fort Sill, OK 1983 ROTC Advanced Camp - Fort Bragg, NC 1984 Army Officer Basic Camp - Fort Benjamin Harrison Indiana 1986 Army Reserve Officer 1985 - 1989
Fleet Mortgage - 2000 - Three two day installment management training including employee relations, rewards and recognition, disciplinary actions and role playing.
Todd Duncan - Life Mastery - 2001 - Business and life planning course that stimulates personal reflection and improvement through the development of written plans and passionate implementation.
Building Champions - Personal Business Coaching sessions twice a month with top leadership and success coach Steve Scanlon.
Fleet Mortgage - 2002 - Stage two - Building Leadership Equity - An advanced management/leadership training for seasoned managers.
Political and Public Policy Experience
Deputy Finance Chair - Whitehouse for Rhode Island Attorney General 1998 Legislative Liaison - Solid Waste Management Corporation 1993 - 1995 Special Projects Coordinator - Governor Sundlun’s Office 1991 - 1993 Fund Raising Manager - Sundlun for Governor 1990
Education
Bachelor of Science in Business Administration - Concentration in Finance - Bryant College - Minor Concentration in English - 1986.
Name: Hunter Lofgren
HomePhone: 952-472-3100
WorkPhone:
Email: aitch3@aol.com
Date: 09 May 2002
Time: 10:17 AM
Hunter Lofgren, C.P.M. 5024 Glendale Rd, Mound, MN 55364 Home 952-472-3100 Aitch3@aol.com
EXPERIENCE
Science Incorporated, Bloomington, MN Director of Materials, 10/1994 - 7/2001 • Materials sourcing, recommendation and procurement of custom molded plastics, resins, elastomers, mechanical, electrical and hydraulic equipment, injection molds and tooling, packaging, MRO supplies, capital equipment, office supplies and services. • Purchased all materials related to the company's medical device research and manufacture. • Cross functional team work with engineering, marketing, quality, R&D, production, packaging and quality departments. • Managed all purchasing activities, inventories, contract administration and supplier approvals. • Authored SOPS for manufacturing software use and FDA and ISO purchasing implementation. • Utilized MRP II and order point purchasing software for purchasing, planning and inventory control.
National Computer Systems, Eden Prairie, MN Manager, Regional Administrative Services, 5/1989 - 2/1993 • Facilities management of NCS corporate offices and five Regional Resource Centers with their subordinate field services locations. • Position included responsibilities for travel services management, car and hotel rental contract negotiation, office services, travel policies and procedures, air freight contract, multiple database creation, management and reporting. • Contract administration of over 60 NCS building leases. • Reported and advised on OSHA and ADA issues. • Management of mail department for all NCS area postage. Average of 35,000 documents handled per month. • Developing and maintaining security systems and records for regional facilities and the corporate offices. • Daily contact with corporate credit card vendor on issues including credit card applications, authorizations, replacements, spending levels, personnel and collection issues. • Initiated committee evaluations of air freight contracts and office supply contracts. • Developed a PC database to manage over sixty owned and leased facilities. Reports to management included Powerpoint graphic updates on future rate increases and divisional holdings.
Kallestad Diagnostics, Chanhassen, MN Materials Manager, 7/1974 - 4/1989 • Managed increased purchased volume from $1.6M to $7M in 1989 and staff increase from 2 to 12. • Negotiated all contracts and agreements for purchased services and materials. • Managed the Materials department and warehouse budget at an annual total of over $400,000. • Purchased inventories of over 2500 items. Materials included chemicals, packaging, printing, labels, capital equipment, MRO supplies, forms and electronics. • Authored policies and procedures for all purchasing and requisitioning routines. • Selected and supervised the installation of a 200 line Rolm CBX telephone system. • Developed monthly PO reports detailing purchases for all departments and including data specific to supplier delivery, capital purchases and future dollar commitments. • Authored purchase order forms with favorable terms and conditions. Designed requisition forms for warehouse inventory and PO conversion. • Selected suppliers and negotiated contracts on all telecommunications, facsimile and copier purchases, leases and rentals. • Utilized MRP II and order point purchasing software for purchasing, planning and inventory control. • Designed and supervised the installation of closed circuit television and electronic locking devices to update security for 2 facilities totaling 88,000 square feet.
SOFTWARE SKILLS • Microsoft Excel, Word, Powerpoint, Access, Windows, Office. Corel products, Manufacturing and MRP/Inventory control products; Qad MFG-PRO, ManMan, Pansophic, ASK, AS-400 systems.
ONGOING EDUCATION National Association of Purchasing Management (ISM) C.P.M., 1988 Recertified April 2000
Name: Mike Chaloupka
HomePhone: 612-987-0394
WorkPhone: none
Email: choops33@yahoo.com
Date: 10 May 2002
Time: 12:39 PM
Michael J. Chaloupka 6304 Dupont Avenue South, #203 Richfield, Minnesota 55423 612-987-0394 choops33@yahoo.com
PROFESSIONAL HISTORY AND QUALIFICATIONS: Conseco Finance, Saint Paul, Minnesota Direct Lending Originator (November 2001 through April 2002) Closed customer on sub-prime interest rate home equity loans within an excessively competitive market Reached sound credit decisions which satisfied a wide range of loan investors Grew a healthy prospect pipeline by use of 75% outbound and 25% inbound leads Delegated responsibility among support team in processing of loan files to improve turnaround time and thus increase productivity Successfully organized and managed all daily activities that strictly enhance the growth of the client base and volume goals
U.S. Bancorp Healthcare Finance Services, Minneapolis, Minnesota Regional Sales Representative (September 1999 through August 2001) Identified new vendor account opportunities through Internet and database research, trade show contacts, and direct mail marketing campaigns Qualified new business suspects through cold calling Effectively built business and personal relationships with top management, administrative staff, and sales representatives of multi-million dollar organizations Conceived, developed, and integrated value-add finance programs to vendor accounts in order to increase lease volume among their clients Maximized company’s profitability on lease transactions by closing end user on high-return interest rates
OTHER RELEVANT BACKGROUND: Loras College, Dubuque, Iowa, Residential Life Staff Resident Assistant/ Assistant Director (1996-1998) Innovated, planned, and promoted social, recreational, educational, cultural, and spiritual programs for residents and entire Loras Community Strengthened community and established relationships among a diverse group of students and staff Served as hall representative on newsletter, campus activities, charitable cause, food service, and campus concerns committees
EDUCATION: Loras College, Dubuque, Iowa Bachelor of Arts Degree in Marketing, May 1999 GPA: 3.4/ 4.0 Cum Laude Honors Senior Thesis Project: Business Plan for Fourshadow Productions
* Professional and personal references and salary requirements available upon request
Name: STEPHEN L GEORGE
HomePhone: 763 529 1930
WorkPhone: 763 504 3500
Email: SOMEOTHERS@AOL.COM
Date: 11 May 2002
Time: 05:49 AM
I've been working for the same Company for 16 years, having attained the title of 'Assistant Controller' 4 years into the job.
I hold a Bachelor of Science of Business from Berkeley, I'm a CPA in Industry, and I got A's in school. I will revise my resume for anyone who is serious, but I have a thick folder full of resumes that never got even a bite, and I'm damned if I will ever revise my resume yet another time unless it will be in the last stages of making a difference.
I would advise companies considering implementing an ERP software conversion, especially those who may have one or more "functional currencies" to be so beware of the crap out there, i.e., systems that pretend to do the cost accounting,but are user-unfriendly.
I'm at work every day. What's wrong with me, I don't know. I have varied outside interests, like people, am accurate,friendly, consider myself totally honest,and do everything I can to beautify the bottom line. Though I don't consider my loyalty misplaced, I feel it might be time to move on.
Sincerely, Steve George
Name: Gilbert Hopcraft
HomePhone: 705-652-8174
WorkPhone:
Email: ghopcraft@sympatico.ca
Date: 13 May 2002
Time: 03:59 PM
GILBERT HOPCRAFT 3651 Highway 28 Lakefield ON KOL 2H0 Telephone: (705) 652-8174 E-mail: ghopcraft@sympatico.ca
Objective A challenging position where my formal Information Technology training and experience will be of value while providing opportunities for growth.
Summary of Qualifications Bilingual - English & French Ability to work as part of a team or independently Ability to work with little or no supervision Customer service Effective written and oral communication skills Technical skills
Education/Certification
Sir Sandford Fleming College of Applied Arts & Technology Electronics Engineering Technology Information Networks Diploma Electronics Engineering Technician Information Networks Diploma Certified A+
Operating Systems - Windows 3.1 with DOS, Windows 95, 98 and NT, NetWare.
Novell Operating Systems - Installation and configuration of server and client Test and Installation of new software on server Setup levels of security access for each user Setup network page for company and branch offices
Microsoft NT Server Installation and configuration of server and client Remote access setup for telephone (modem) Setup for multiple domain administration Trouble shoot for system user
Hardware - Printer installation and most hardware consisting of removal & installation of motherboards, video cards, network cards, hard drives, soundcards, modems, Cisco routers and switches.
Software - Windows 3.1, 95/98, NT Workstation / Server, Unix, Scanning applications, CD Burning software, FTP software. Imaging software (Ghost).
Programming - Basic Knowledge of Java, Java Script, C++, Cobol HTML and Visual Basic
Employment
Integra Data Systems (Kawartha Pineridge District) System Technician , February 2001 September 2001 Extensive imaging experience with various types of machines Install and configure wireless network setups, trouble shoot the same Install and configure network printing Resolve network problems, hardware and software installs.
Help Desk Staff (telephone support) April 2000 - September 2000 Support Win 3.1, 95, 98, NT internationally (Canada/US) Diagnose hardware, software problems; suggest solutions Instruct clients on proper practices for preventative procedures Support online clients in web page setup for e-commerce
Ministry of Natural Resources, Peterborough Ontario Junior Systems Officer, June 1999 October 1999 Configure and deploy new computer workstations (desktop & laptop) Troubleshoot hardware and software problems Rebuild better of old systems and redistribute Backup then wipe hard-drives of all units Provide customer service and technical support Parts/Supplies ordering, office management
Sir Sandford Fleming College, Peterborough Help Desk Staff , September 1997 - May 1999 Provide software support to 4000 plus users (college staff and students) including several distant campuses with remote access Troubleshoot hardware problems for personal computers and college labs Provide support for printers, scanners and other office equipment. Teaching assistant in computer and tech labs
Learning Resource Center Support Staff (part-time), Jan 1998 - May 1999 Provide software support to 232 users in one room, staff and students. Troubleshoot hardware and software problems for personal computers, printers, scanners and plotters Assist those with little or no experience on a network or a computer.
Instructor Part time 1999 2000 Taught an adult course on computer use Introduced adult students on web page programming, internet use Group manager for student teaching assistants
Will consider relocation. References available upon request.
Name: John William Oteng
HomePhone: 651-497-2255
WorkPhone:
Email: jwoteng1@stthomas.edu
Date: 14 May 2002
Time: 01:29 PM
Name: Kurt Gruner
HomePhone: (847) 281-9445
WorkPhone: (847) 236-5481
Email: kurtgruner@hotmail.com
Date: 15 May 2002
Time: 03:43 PM
KURT GRUNER 1963 Sparrow Court * Libertyville, IL 60048 (847) 236-5481 (W); (847) 281-9445 (H) E-mail: kurtgruner@hotmail.com DIRECTOR Finance, Pricing
Seasoned, results-oriented finance professional with eight-plus years experience offering an impeccable track record of success delivering critical leadership, tangible results, and winning solutions. Major focus has been helping clients manage risk, leveraging firm-wide financial and project management skill sets against mission critical business and operational issues. Extensive background in the development, evaluation and execution of alternative acquisition and pricing strategies, delivering strong revenue and profit gains and achieving internal cost reductions. Skilled in scaling corporate financial infrastructures to develop profitability simulation for new business development in high-growth industry environments. Successful integrating people, processes and technology into cohesive infrastructures and partnering finance with operations to reduce/control costs, improve profitability and implement best practices.
AREAS OF EXPERTISE
* Financial Risk Modeling / Analysis * Pricing * Activity-Based Costing * Acquisition Strategies/Modeling * MBA * Cost Accounting * Strategic Financial Planning * Financial Services * Deal Structure/Evaluation * Forecast Process Management * Financial Reporting * Risk Management * Fortune 500 * Business Planning * International * Balanced Scorecard * Treasury * Business Development
CAREER PROGRESSION APAC Customer Services, Inc. (A publicly held $428M Call Center Outsourcing Company) 1999 - Present DIRECTOR OF FINANCE AND PRICING
Directed all aspects of financial and business case modeling and associated profitability projections for both domestic and international business. Created predictive financial models for expansion internationally and customized for each of APAC's designated sales channels (energy, pharmaceutical, telecommunications, insurance, financial services and technology) via the integration of key operational drivers and labor cost estimates. Recognized subject matter expert in making cost reduction recommendations for new business opportunities and providing guidance on pricing, deal structure, profitability and sensitivity analysis to sales and operational teams. Led all due diligence activities with regard to the assessment of strengths and needs of present client operations and determined how to best structure mutually beneficial service offers. Presented quarterly risk and profitability assessments of new and existing business opportunities to Board of Directors and Senior Executive team. Teamed with nationally recognized consulting firms as financial lead for various strategic initiatives. Direct report to Chief Financial Officer.
* Reengineered the pricing function by creating value-added predictive financial models (domestic and international), developed from activity-based costing (ABC) allocation methodologies.
* Instrumental in re-establishing financial control of the company, recommending through detailed net present value analysis the closing of underutilized/underperforming contact centers. Cost reduction analysis was used to assist in comprehensive plan for APAC's return to profitability: $79M net loss FY 1998, $6M net income FY 1999, $17M net income FY 2000.
* Developed and implemented a "Balanced Scorecard" measurement system as a means of evaluating past and future pricing strategies and cost allocation methodologies.
* Developed labor and facility cost estimates and associated pricing requirements for establishing call center operations in the Philippines, India and Europe (projected $20M venture).
* Managed the preparation and review of the 2000 and 2001 annual financial plan and budget, developed and maintained financial forecasting models and prepared monthly variance-to-budget analysis for Chief Financial Officer.
* Managed special corporate financial projects including the feasibility of entering a $9 billion vertical market. Completed complex business research, benchmarking and statistical analyses for the evaluation of various business alternatives, acquisition candidates, and joint venture partners. Co-authored "Strategic Fit and Market Attractiveness" for presentation to Board of Directors.
* Created a "Return on Investment" model that was recognized as playing a key role in the acquisition of $100M (total contract value) in new client business. Presented model output to potential clients, demonstrating the strategic advantages and cost savings potential for outsourcing the entire customer relationship management solution with APAC.
* Improved forecast accuracy to within 5% by integrating database analysis and modeling. Managed forecasting process for monthly call volumes and revenue by account to support program pro-forma profitability.
AlliedSignal, Inc., South Bend, IN (now Honeywell, Inc.) 1997 - 1999 SENIOR ACCOUNTANT
Directed and managed Six Sigma process reengineering teams responsible for improving productivity and workflows and reducing cycle times in vital administrative functions. Responsible for administering accounts receivable billing/collections/dispute resolution process and support for $500M division of a $14B international conglomerate. Reconciled accounts receivable and developed/implemented standards and controls to manage data collection and reporting of divisional cashflow. Received four weeks of Greenbelt training.
Managed and led a project team in the implementation of a unique inventory management and billing program for aircraft tires at all Aircraft Landing Systems repair and overhaul sites. Resulted in reduced ordering and billing cycle time of 30%.
* Managed and led a project team in the implementation of a unique inventory management and billing program for aircraft tires at all Aircraft Landing Systems repair and overhaul sites. Resulted in reduced ordering and billing cycle time of 30%.
* Directed a team in the development and implementation of a PC-based method for tracking and applying contract payments.
NBD Bank, Elkhart, IN (now Bank One) 1995 - 1997 CORPORATE RELATIONSHIP MANAGER
Responsible for the profitability and credit quality of the middle-market corporate portfolio in accordance with NBD's credit policy. Managed the banking relationship of accounts through complex credit analysis and financial structuring alternatives of large borrowers. Skilled in negotiating and communicating complex financial arrangements with corporate clientele. Underwrote syndicated credits for large loans and asset based lending transactions, financial structuring, and credit arrangements in a corporate banking environment.
Trained in and graduated from the NBD Relationship Manager Development Program. Rotations included four to six month stints in each of the following groups:
* Capital Markets - Assisted in the development of mergers and acquisitions valuations and debt capacity analysis. Assisted in the preparation and execution of acquisition strategies relating to sales and divestitures of corporate entities, loan syndication structuring and private placement transactions.
* Risk Management - Participated in the execution and management of foreign exchange transactions and derivative product structuring and development - specifically, interest rate swaps, currency swaps, and commodity derivatives.
* Corporate Finance and Trustee Services - Assisted in the facilitation and administration of asset-backed and mortgage-backed transactions securitized by various asset types including trade, credit card and floor plan receivables, RV loans, collateralized bond transactions and residential and commercial mortgages. Corporate financing programs included notes, securities, bonds, and commercial paper issuance.
* Cash Management - Addressed the borrowing, collection, concentration, disbursement and information management needs of multi-national entities. Became intimately familiar with the nuances and key factors in the management of foreign currency exposure and cash management control, and participated in the evaluation of trading strategies and market simulations.
Clark Credit Corporation, Buchanan, MI (now a subsidiary of The Associates, Inc., Dallas, TX) 1994 - 1995 SENIOR CREDIT ANALYST
Analyzed dealer financial statements, plans, and account balances. Organized and compiled financial data into comprehensive annual reviews. Planned and scheduled to meet deadlines. Company relocated to Dallas, TX in July 1995.
EDUCATION
M.B.A., Finance/Economics, Bowling Green State University, Bowling Green, Ohio, 1994. * Dean's List, 1992. * Elected to Beta Gamma Sigma, Honor Society for Collegiate Schools of Business, 1994.
B.A., Economics and English (Double Major), Indiana University, Bloomington, Indiana, 1991.
Name: Jason Ponsonby
HomePhone: (952) 432-6001
WorkPhone:
Email: jpons2001@msn.com
Date: 15 May 2002
Time: 11:50 PM
Jason S. Ponsonby 15727 Flackwood Trail Apple Valley, MN 55124 Phone (952) 432-6001 E-mail jpons2001@msn.com Objective Desire a career position in Finance with a company in search of a goal oriented and analytical individual with great attention to detail. Education 1998 - 2001 National American University Bloomington, MN Business Administration-Financial Management 3.88 GPA Honor Graduate President’s List
1996 - 1997 University of Wisconsin-River Falls Business Administration-Financial Management
Professional experience 2001 – Present PCS & Beyond Apple Valley, MN Owner/Operator Self-directed sole proprietorship designed to customize computer solutions for clients. Details include building and supporting Desktop Computers.
2000 - Present Noridian Administrative Services Eagan, MN Auditor Conduct Medicare Audits of healthcare facilities in Minnesota. Also provide desktop and software support to the local branch.
1997 - Present Minnesota Air National Guard Position Title is Air Transportation Journeyman. Duties include being the Team Lead on operations, ensuring aircraft’s are loaded and off-loaded in an efficient manner.
1999 - 2002 Revolutions Pro Shop Burnsville, MN Sales/Technician Provide sales assistance and complete technical duties for bowling equipment. Other duties include provide forecasting and business plan ideas for future growth of the company.
References Available Upon Request
Name: Jane Larson
HomePhone: 605-575-9225
WorkPhone:
Email: jane_larson@msn.com
Date: 17 May 2002
Time: 02:44 PM
Am emailing my resume.
Name: Bruce Gehrke
HomePhone: (952) 898-2836
WorkPhone: cell # (612) 716-7019
Email: spiderlake@prodigy.net
Date: 22 May 2002
Time: 12:31 PM
I am actively looking for new employment opportunities. I am pasting my resume hoping that my skill set will match one of the positions you are currently seeking to fill. My e-mail or cell phone is the best way to get ahold of me -- Hope we can talk soon. Sincerely, Bruce Gehrke
Bruce Gehrke 18319 Jasper Path Lakeville , MN. 55044 Phone (612) 716-7019 Home Phone (952) 898-2836 E-mail: Spiderlake@prodigy.net
OBJECTIVE Full time employment drawing on management, operations, customer service, sales, and financial background. A business environment where diversity and a broad skill base is a plus; goal is to influence process and procedure, drive excellent customer service, make a positive impact for a new employer and build new opportunities for myself.
QUALIFICATIONS: Skilled in financial analysis, budget/forecast process, strong monitoring and interpretation of actual results vs. projections/goals, complete P&L management, strong numbers aptitude, high level of understanding of the business process and the cash cycle.
Customer service orientated and advocate of sales culture; Sales Team Leader overseeing and servicing a $75 million portfolio, weekly sales meetings, ongoing business calls to customers.
Active management style, attention to detail, good problem solving and conflict resolution, strong on policies/procedures, able to understand and apply all levels of regulations and corporate standards; understand the need to lead by example and build strong teams.
Enjoy multi-task environment, working with different people/functions/departments to achieve results and find best practices.
Experienced in hiring, training, coaching, reviewing, documenting and terminating; have worked with both exempt and non-exempt staff, exposure to most H.R. issues.
WORK HISTORY 1993-2001 Manager -- South Metro P.T. and Prime, Inc. Complete management of 4 specialty retail locations, 4 managers & 20+employees.Oversaw employee training and store presentation. Regular monitoring of financial and operational performance; prepare budgets and forecasts, analyze monthly results vs. same, understand variances and trends, make adjustments as needed. Monthly analysis of inventory profitability and turn activity, audits on inventory and cash handling; established, imple- mented, revised policies and procedures as needed to maintain fiscal integrity. Advocate high customer service standards, investigate complaints, resolve problems, handle collections and legal as required. Contact with all vendors on pricing and terms, contracted outside services as required; involved in remodels/moves/new store openings.
1991-1992 Vice Pres., Marquette Bank Minneapolis Strategy meeting with lenders on problem loans, analyzed financial statements and trends in profits, cash flow, and balance sheet items; reviewed competitive and operational business issues; established action plans and timetables aimed at profitable operations and stronger balance sheet; continuous monitoring of actual results vs. established goals; took over active management of individual credits as needed; significant interaction with legal counsel, review and approve complex legal documents. Managed the foreclosed real estate staff of the bank, including appraisals, writedowns, refurbishing and marketing of properties; Extensive work with Loan Operations Dept. to establish new loan tracking process.
1976-1991 Various corporate banks within First Bank System Sales Team Leader- 3 Business Bankers and 2 support staff as direct reports, $75 million portfolio, weekly sales/staff meetings, analyze, structure, approve credit requests, prepare and present larger credits to committee process, sat on bank loan committee; Senior Underwriter- worked with lenders at 4 locations to analyze, structure and approve credits to $1 million, interfaced with Loan Review Dept. to resolve issues of analysis and structure; Problem Loan Management-active management of specific problem loan portfolio, analyze all financial and business issues, determine strengths and weaknesses, establish rehab or exit strategies, set action plans and timetables, on going monitoring of results and variances to plans, significant interaction with legal counsel reference bankruptcies, foreclosures, etc.
EDUCATION B.A. Macalester College-St.Paul,MN, major-Psych; minor-Economics
REFERENCES References will be available upon request/further consideration
Miscellaneous Salary requirements - minimum $50,000 Relocation - not available to relocate at this time Travel - able to travel for job requirements
Name: Bruce Gehrke
HomePhone: (952)898-2836
WorkPhone: cell (612)716-7019
Email: spiderlake@prodigy.net
Date: 22 May 2002
Time: 12:51 PM
I'm actively looking for new employment--My hope is my background and skill set can meet the needs of one of your current job openings. Hope to hear from you in the near future. Sincerely, Bruce Gehrke
Bruce Gehrke 18319 Jasper Path Lakeville , MN. 55044 Phone (612) 716-7019 Home Phone (952) 898-2836 E-mail: Spiderlake@prodigy.net
OBJECTIVE Full time employment drawing on management, operations, customer service, sales, and financial background. A business environment where diversity and a broad skill base is a plus; goal is to influence process and procedure, drive excellent customer service, make a positive impact for a new employer and build new opportunities for myself.
QUALIFICATIONS Skilled in financial analysis, budget/forecast process, strong monitoring and interpretation of actual results vs. projections/goals, complete P&L management, strong numbers aptitude, high level of understanding of the business process and the cash cycle.
Customer service orientated and advocate of sales culture, Sales Team Leader overseeing and servicing a $75 million portfolio, weekly sales meetings, ongoing business calls to customers.
Active management style, attention to detail, good problem solving and conflict resolution, strong on policies/procedures, able to understand and apply all levels of regulations and corporate standards, understand the need to lead by example and build strong teams.
Enjoy multi-task environment, working with different people/functions/departments to achieve results and find best practices.
Experienced in hiring, training, coaching, reviewing, documenting and terminating; have worked with both exempt and non-exempt staff, exposure to most H.R. issues.
WORK HISTORY 1993-2001 Manager -- South Metro P.T. and Prime, Inc. Complete management of 4 specialty retail locations, 4 managers/20+employees. Oversaw employee training and store presentation. Regular monitoring of financial and operational performance; prepare budgets and forecasts, analyze monthly results vs. same, understand variances and trends, make adjustments as needed. Monthly analysis of inventory profitability and turn activity, audits on inventory and cash handling; established, imple- mented, revised policies and procedures as needed to maintain fiscal integrity. Advocate high customer service standards, investigate complaints, resolve problems, handle collections and legal as required. Contact with all vendors on pricing and terms, contracted services as required, involved in remodels/moves/new store openings.
1991-1992 Vice Pres., Marquette Bank Minneapolis Strategy meeting with lenders on problem loans, analyzed financial statements and trends in profits, cash flow, and balance sheet items; reviewed competitive and operational business issues; established action plans and timetables aimed at profitable operations and stronger balance sheet; continuous monitoring of actual results vs. established goals; took over active management of individual credits as needed; significant interaction with legal counsel, review and approve complex legal documents. Managed the foreclosed real estate staff of the bank, including appraisals, writedowns, refurbishing and marketing properties; Extensive work with Loan Operations Dept. to establish new loan tracking process.
1976-1991 Various titles at corporate banks within First Bank System Sales Team Leader- 3 Business Bankers and 2 support staff as direct reports, $75 million portfolio, weekly sales/staff meetings, analyze, structure, approve credit requests, prepare and present larger credits to committee process, sat on bank loan committee; Senior Underwriter- worked with lenders at 4 locations to analyze, structure and approve credits to $1 million, interfaced with Loan Review Dept. to resolve issues of analysis and structure; Problem Loan Management-active manage- ment of specific problem loan portfolio, analyze all financial and business issues, determine strengths and weaknesses, establish rehab or exit strategies, set action plans and timetables, on going monitoring of results and variances to plan, significant interaction with legal counsel reference bankruptcies, foreclosures, etc.
EDUCATION B.A. Macalester College- St. Paul, MN. major - Psych; minor - Economics
REFERENCES References will be available upon request/further consideration
Miscellaneous Salary requirements - minimum $50,000 Relocation - not available to relocate at this time Travel - able to travel for job requirements
Name: Russell J. McGill
HomePhone: 703-716-0218
WorkPhone:
Email: rmcgill@cox.net
Date: 23 May 2002
Time: 09:12 AM
Russell J. McGill 12627 Dusty Wheel Lane Fairfax, VA 22033 (703) 716-0218 rmcgill@cox.net
Summary Financial leader and senior management business partner with documented success in the areas of strategic planning, budgeting, forecasting and financial reporting. Extensive analytical experience within growth oriented media and manufacturing companies. Possess solid interpersonal skills that have resulted in effective leadership and positive employee relationships.
Professional Experience PBI Media, LLC (formerly Phillips Business Information, Inc.) Potomac, MD Vice President - Finance April 1997 - January 2002
Promoted after two years as Director of Finance. Responsibilities included supervision of financial planning function within $100 million business-to-business media company, encompassing the areas of strategic planning, budgeting, forecasting and operational analysis. Supervised financial policy compliance by decentralized business management function that supported six market segments in the United States and the United Kingdom. The six market segments included telecommunications, cable, satellite, defense, aviation, and new business media.
·Assumed lead financial role during the successful sale of Phillips Business Information, Inc. (Jul 2000 – Oct 2000) which included the assembly, distribution, and communication of financial information necessary for due diligence
·Company revenue and EBITDA increased by 33% during my tenure as VP – Finance.
·Developed pro-forma operational forecasts on multiple trade magazine, consulting and tradeshow acquisitions, focusing on integration efficiencies and revenue enhancement opportunities.
·Created materials depicting the company's financial status and presented at quarterly Board of Directors Meetings.
·Instituted monthly reporting processes that included the creation of a concise financial package containing key performance measures and variance analysis.
·Designed and programmed company’s trade magazine and subscription-based newsletter forecasting models that led to improved ad page, renewal and circulation projections.
·Worked closely with president on the creation of equity participation programs and sales compensation plans.
·Managed numerous analytical projects including capital equipment justifications, profitability assessments of European operations, print shop outsourcing, and customer service support levels.
·Built strong relationships with senior management team members that resulted in ongoing dialogue and a positive work environment.
Cowles Creative Publishing, Inc. Minnetonka, MN Manager - Budgets and Planning October 1994 - April 1997
Responsibilities included planning, scheduling, and implementing the annual budget, three year plan, and quarterly review processes of a $40million consumer book publishing company. Prepared income statement and balance sheet analysis for use in monthly senior management financial reviews. Assisted in the development of business and accounting systems to support operating units.
·Initiated a unit based operating budget resulting in enhanced measurement of critical business drivers.
·Created the financial models and implemented the processes used for planning the $4.5 million annual product development budget.
·Represented the Finance Department on a cross-functional task force whose process improvement recommendations reduced book development unit costs by 50%.
·Developed standardized comparative reporting models for the direct marketing and retail business units resulting in timely variance identification and corrective action.
·Performed a wide range of special project assignments including fulfillment outsourcing, development capacity planning, and labor utilization forecasting.
Northwest Airlines, Inc. St. Paul, MN Senior Financial Analyst June 1991 - October 1994
Responsibilities included the preparation, monitoring, and variance analysis of the $100 million annual operating budgets within the maintenance support shops. Managed systems and related processes for the distribution of the division's contract labor payroll expense. Supervised eight clerical employees responsible for the daily maintenance of an automated time and attendance payroll system.
·Developed and enhanced multiple reporting systems to help identify cost savings opportunities, headcount trends, and overtime expenses.
·Assisted senior management with the detailed analysis necessary for capital equipment acquisitions, including Net Present Value and Cash Flow calculations.
·Identified and implemented the procedures necessary for the development of a unit cost based operating budget.
·Played a leading role in the management team responsible for the successful development of an accurate, automated labor distribution system.
United Technologies Corporation - Sikorsky Aircraft Stratford, CT Senior Financial Analyst November 1986 - June 1991
Investigated, analyzed and interpreted financial information related to project costs, contract pricing, general accounting, and budgets. Monitored program budgets by interfacing with functional supervisory and technical personnel, and maintaining the division's cost/schedule control system.
·Developed forecasts and estimates at completion to provide government agencies with accurate, timely financial data.
·Assigned by Division Controller to act as a liaison between the Vice President of Operations and the Finance Department.
·Selected by senior management as the analyst to support the test engineering portion of the $24 billion Light Attack Helicopter (LHX) Development and Production Program.
Lycoming-Textron Stratford, CT Pricing Analyst February 1986 - October 1986
New Haven Telephone Employee's Federal Credit Union New Haven, CT Junior Accountant January 1985 - February 1986
Education Quinnipiac College, Hamden, CT B.S. / A.S. Major: Accounting / Computer Science
Name: Kim Rosenberg
HomePhone: 612-281-9501
WorkPhone:
Email: k-rosenberg@kellogg.northwestern.edu
Date: 23 May 2002
Time: 10:40 AM
I am interested in a Senior Financial Analyst position.
Name: Bruce Gehrke
HomePhone: (952)898-2836
WorkPhone: (612)716-7019
Email: spiderlake@prodigy.net
Date: 23 May 2002
Time: 03:51 PM
Bruce Gehrke 18319 Jasper Path Lakeville , MN. 55044 Phone (612) 716-7019 Home Phone (952) 898-2836 E-mail: Spiderlake@prodigy.net
OBJECTIVE Full time employment drawing on management, operations, customer service, sales, and financial background. A business environment where diversity and a broad skill base is a plus; goal is to influence process and procedure, drive excellent customer service, make a positive impact for a new employer and build new opportunities for myself.
QUALIFICATIONS: Skilled in financial analysis, budget/forecast process, strong monitoring and interpretation of actual results vs. projections/goals, complete P&L management, strong numbers aptitude, high level of understanding of the business process and the cash cycle.
Customer service orientated and advocate of sales culture, Sales Team Leader overseeing and servicing a $75 million portfolio, weekly sales meetings, ongoing business calls to new customers and prospects
Active management style, attention to detail, good problem solving and conflict resolution, strong on policies/procedures, able to understand and apply all levels of regulations and corporate standards, understand the need to lead by example and build strong teams.
Enjoy multi-task environment, working with different people/functions/departments to achieve results and find best practices.
Experienced in hiring, training, coaching, reviewing, documenting and terminating; have worked with both exempt and non-exempt staff, exposure to most H.R. issues.
WORK HISTORY 1993-2001 Manager -- South Metro P.T. and Prime, Inc. Complete management of 4 specialty retail locations, 4 managers/20+employees. Oversaw employee training and store presentation. Regular monitoring of financial and operational performance; prepare budgets and forecasts, analyze monthly results vs. same, understand variances and trends, make adjustments as needed. Monthly analysis of inventory profitability and turn activity, audits on inventory and cash handling; established, implemented, revised policies and procedures as needed to maintain fiscal integrity. Advocate high customer service standards, investigate complaints, resolve problems, handle collections and legal as required. Contact with all vendors on pricing and terms, contracted services as required, involved in remodels/moves/new store openings.
1991-1992 Vice Pres., Marquette Bank Minneapolis Strategy meeting with lenders on problem loans, analyzed financial statements and trends in profits, cash flow, and balance sheet items; reviewed competitive and operational business issues; established action plans and timetables aimed at profitable operations and stronger balance sheet; continuous monitoring of actual results vs. established goals; took over active management of individual credits as needed; significant interaction with legal counsel, review and approve complex legal documents. Managed the foreclosed real estate staff of the bank, including appraisals, writedowns, refurbishing and marketing properties; Extensive work with Loan Operations Dept. to establish new loan tracking process.
1976-1991 Various titles at corporate banks within First Bank System Sales Team Leader- 3 Business Bankers and 2 support staff as direct reports, $75 million portfolio, weekly sales/staff meetings, analyze, structure, approve credit requests, prepare and present larger credits to committee process, sat on bank loan committee; Senior Underwriter- worked with lenders at 4 locations to analyze, structure and approve credits to $1 million, interfaced with Loan Review Dept. to resolve issues of analysis and structure; Problem Loan Management- active management of specific problem loan portfolio, analyze all financial and business issues, determine strengths and weaknesses, establish rehab or exit strategies, set action plans and timetables, on going monitoring of results and variances to plan, significant interaction with legal counsel reference bankruptcies, foreclosures, etc.
EDUCATION B.A. Macalester College- St. Paul, MN. major-Psych ; minor - Economics
REFERENCES References will be available upon request/further consideration
Miscellaneous Salary requirements - minimum $50,000 Relocation - not available to relocate at this time Travel - able to travel for job requirements
Name: Dhruv Raj Singh
HomePhone: 219-464-8895
WorkPhone:
Email: rajsingh11@hotmail.com
Date: 25 May 2002
Time: 02:27 PM
Dhruv Raj Singh 106, Calhoun Court, Valparaiso, IN 46383. Ph- (219) 464-8895. rajsingh11@hotmail.com
Objective – To obtain a challenging position in Finance that will effectively utilize my communication, leadership, and organizational skills.
Summary of Skills • Strong educational background in Finance • Work effectively with a diverse group of people • Excellent marketing skills. Establish long term relationship with customers • Highly trainable, fast leaner. Adapt well to changes and challenges in the workplace. • Good computer skills- Windows, MS Word, Outlook and maintaining databases using Access. • Ambitious and hardworking, committed to excellence.
Education
HAWAII PACIFIC UNIVERSITY, Honolulu, HI, U.S.A. Jan 2001- May 2002 Masters of Business Administration G.P.A - 3.66 G.P.A.- 4.0 in Major (Finance) Key Courses- Micro and Macro Economics, Financial Accounting, Corporate Finance, Estate Planning, Investment Analysis.
UNIVERSITY OF DELHI, Delhi, India. May 1997 – June2000 Bachelors of Commerce Key Courses- Micro and Macro Economics, Auditing, Commerce & Trade, Accounting, Tax Planning.
NATIONAL INSTITUTE OF SALES AND MARKETING, Delhi, India. June1997- June2000 Diploma in Sales and Marketing Work Experience
BHARAT TALKIES, Najibabad, India. May 1999- June 2000 Assistant Manager at a Cinema theatre • Managing accounts of the company • Ensured top notch quality to customers and employees • Responsible for handling all cash transactions
INDUSTRIAL CABLES LIMITED, Delhi, India. September 1998-March 1999 Production Supervisor at a cable production facility • Responsible for the day-to-day production at a unit • Designing cables to meet specific needs of clients
References Available Upon Request
Name: William Rohde
HomePhone: (916) 714-2526
WorkPhone: (916) 685-2303
Email: billrohde9@yahoo.com
Date: 01 Jun 2002
Time: 01:48 AM
William D. Rohde, CPA
Contact Information: Telephone: (916) 685-2303 Facsimile: (916) 685-3633 Email: billrohde9@yahoo.com
Summary: Desire to relocate CPA designation and Bachelor of Science degree in Accounting 14 years progressively more responsibility in Finance and Planning Strong knowledge of GAAP and statutory reporting Managerial and supervisory experience of 10-15 staff Project management and product development System implementation experience
Areas of Responsibility have included: All traditional treasury and accounting functions at the operational and corporate level Corporate planning Data-intensive reporting and analysis Financial reporting to management, regulators and analysts Tax compliance Establishment and monitoring of internal controls
Major Accomplishments:
Successfully led Finance department to improve quality control, improving productivity and shortening the close process. Led the internal control aspects of a company-wide effort to implement a significant operating system used to bill over half a billion dollars in revenue and process $400 million of costs per year. Managed and coordinated relationship with external analysts leading to favorable ratings.
Employment Background: June 1995 to current Corporate Controller of Lifeguard, Inc., a managed care company with over half a billion dollars in annual revenue.
1988 – 1995 Practicing CPA with two affiliates of Moss Adams, a regional CPA firm with offices throughout the West Coast.
1982 – 1988 Served in U.S. Air Force, then worked way though school in a series of technical accounting positions.
Education: Bachelor of Science in Accounting - 1990 California State University, Hayward
Earned California CPA certificate in 1992
William D. Rohde, CPA
References: Ferdinand Schmitz IV CFO of Paradigm Health (925) 677-4845
Bill Titera Audit Partner with Ernst & Young LLP (916) 449-3502
Mike Saunders Tax Partner with Ernst & Young LLP (916) 449-3415
Michael Naki Benefit Consultant with ABD (650) 839-6007
Name: Bill Rohde
HomePhone: (916) 714-2526
WorkPhone: (916) 685-2303
Email: billrohde9@yahoo.com
Date: 01 Jun 2002
Time: 02:13 PM
William D. Rohde, CPA
Contact Information: Telephone: (916) 685-2303 Facsimile: (916) 685-3633 Email: billrohde9@yahoo.com Address: 9514 East Park Drive Elk Grove, CA 95624
Summary: Desire to relocate CPA designation and Bachelor of Science degree in Accounting 14 years progressively more responsibility in Finance and Planning Strong knowledge of GAAP and statutory reporting Managerial and supervisory experience of 10-15 staff Project management and product development System implementation experience
Areas of Responsibility have included: All traditional treasury and accounting functions at the operational and corporate level Corporate planning Data-intensive reporting and analysis Financial reporting to management, regulators and analysts Tax compliance Establishment and monitoring of internal controls
Major Accomplishments:
Successfully led Finance department to improve quality control, improving productivity and shortening the close process. Led the internal control aspects of a company-wide effort to implement a significant operating system used to bill over half a billion dollars in revenue and process $400 million of costs per year. Managed and coordinated relationship with external analysts leading to favorable ratings.
Employment Background: June 1995 to current Corporate Controller of Lifeguard, Inc., a managed care company with over half a billion dollars in annual revenue.
1988 – 1995 Practicing CPA with two affiliates of Moss Adams, a regional CPA firm with offices throughout the West Coast.
1982 – 1988 Served in U.S. Air Force, then worked way though school in a series of technical accounting positions.
Education: Bachelor of Science in Accounting - 1990 California State University, Hayward
Earned California CPA certificate in 1992
William D. Rohde, CPA
References: Ferdinand Schmitz IV CFO of Paradigm Health (925) 677-4845
Bill Titera Audit Partner with Ernst & Young LLP (916) 449-3502
Mike Saunders Tax Partner with Ernst & Young LLP (916) 449-3415
Michael Naki Benefit Consultant with ABD (650) 839-6007
Name: Melanie Froemming
HomePhone: 763-780-8260
WorkPhone:
Email: froemmingm@yahoo.com
Date: 03 Jun 2002
Time: 06:02 PM
MELANIE I. FROEMMING
1500 - 87th Avenue NE Blaine, Minnesota 55449-4205 (763) 780-8260 E-mail: froemmingm@yahoo.com
OBJECTIVE
To obtain Finance or Accounting position in a company where my experiences, accomplishments, and proficiencies will allow me the opportunity for growth.
SUMMARY OF QUALIFICATIONS
-Manage a corporate accounting department that includes two manufacturing divisions and construction subcontractor division. -Broad experience in business operations, gained through achievement-based advancement from support position to Controller. -Actively pursuing a graduate degree in business with focus on Finance and International Management.
PROFESSIONAL EXPERIENCE
INDUSTRIAL DOOR CO., INC. February 1983 - 2002
Controller (1990 - 2002) -Manage the corporate accounting department that includes three divisions. -Oversee the finances for the corporation. -Prepare consolidated financial statements monthly. -Member of the management team. -Manage Human Resources for the corporation including all employee benefits. -Network Administrator for a Novell Network that includes 20 users. -Assist the safety committee. Safety Director from 1994 to 1999. -Handle the corporate commercial insurances. -Administrator and trustee for the company 401(K) Plan. -Office Manager for one division that includes direct management of three employees plus oversee aspects of other employees' jobs. -Implemented a computerized accounting system for the corporation.
Accountant (1987 - 1990) -Prepared consolidated financial statements monthly for two divisions. -Prepared and processed Accounts Receivable, Accounts Payable and Payroll. -Assisted the safety committee. -Handled Human Resources. -Administrator and trustee for the company 401(K) plan.
Purchasing Agent (1983 - 1987) -Engineered assembly of products. -Ordered materials as necessary. -Assisted in costing and pricing of products.
Secretary (1983) -Typed correspondence as needed. -Processed billing daily. -Took orders from customers.
CALDWELL, TAYLOR & BROWN January 1987 - April 1987
Internship -Assisted in the preparation of tax returns.
EDUCATION
University of St. Thomas 2000 - Present Candidate for Master of International Management - Finance Concentration
Bethel College 1985 - 1987 Bachelor Degree - Business Concentration Major: Accounting Minors: Economics and Mathematics
Anoka-Ramsey Community College 1983 - 1985 Associate Degree - Business Concentration
Name: Vanessa Demos
HomePhone: 651 687-0767
WorkPhone:
Email: vhdemos@aol.com
Date: 05 Jun 2002
Time: 12:14 PM
VANESSA H. DEMOS 1166 Timbershore Lane H (651) 687-0767 Email: vhdemos@aol.com
SUMMARY OF QUALIFICATIONS Over 9 years experience in the financial services industry, with broad skills in many areas including operations, project management, information technology, customer service, management, and data analysis.
EXPERIENCE
T. ROWE PRICE, OWINGS MILLS, MD ASSISTANT VICE PRESIDENT/GROUP MANAGER, CONTROL GROUP SEPTEMBER 2000-APRIL 2002 Responsible for the management of three supervisory groups (approximately 27 employees) which oversee the banking services and associated reconciliations for all shareholders in the retail mutual funds and qualified tuition/529 products. Oversee/review banking relationships Write business requirements for system enhancements, participate in system development, testing and implementation Develop/lead process improvement or cost efficiency initiatives Develop supervisors to be effective leaders/develop bench strength Oversee the timely resolution of open items, Fund Accounting issues and special payments Ensure bank accounts are reconciled daily Minimize risks to funds by ongoing evaluations of current processes and pre-implementation evaluation of proposed new processes Verifies that all group procedures are reviewed and updated as needed Oversee year end distribution process and related activities Ensure successful payment of dividends Involved in budget process as well as staffing projections Initiate the new fund set up process for systems and reporting including communicating the fund information to the company, and establishing the funds on the fund reporting system and the reconciliation system
ALLFIRST (FORMERLY FIRST MARYLAND BANCORP), BALTIMORE, MD ASSISTANT VICE PRESIDENT, DELIVERY PLANNING OCTOBER 1999-SEPTEMBER 2000 Responsible for the physical delivery network at a large commercial bank. Provide support to regional directors, strategists, and other groups for informed decision making regarding branches and ATMs. Evaluated potential sites using demographic information Forecasted figures to complete financial model depicting net present value of capital investment Scrubbed, formatted and analyzed pertinent market data Completed projects as needed
FIRST MARYLAND BANCORP, MILLSBORO, DE ASSISTANT VICE PRESIDENT, OPERATIONS JUNE 1998-OCTOBER 1999 Responsible for the Analysis division of the corporate operations function at a large commercial bank. Managed a staff of 11 professionals and an annual budget of $.5 million. Oversee the resolution of cross-division operational issues to maintain high standards of customer quality and service. Managed operations team during the implementation of two mission-critical new systems to convert over 80,000 accounts Served as operational expert on management team to identify, analyze and solve issues resulting from test cycles, mock conversions and live system conversions Ensured that operations staff was fully trained on a third system to increase operational efficiency Conducted process review to identify deficiencies, determine the potential impact and develop alternative solutions Implemented “work-arounds” successfully, while maintaining operational standards and minimal budget impact Increased morale among operations team by encouraging initiative, rewarding performance and inspiring excellence; resulting in turnover being reduced from over 25% to less than 8%
OPERATIONS/SYSTEMS ANALYST MERGERS, ACQUISITIONS & CONSOLIDATIONS APRIL1997-JUNE 1998 Responsible for the identification and resolution of merger-related issues such as combining and migrating processes. Facilitated and coordinated projects for new system implementations, updates to current systems, and changes in procedures and processes. Also responsible for vendor selection and system testing.
Assessed current work environments to identify areas of cost inefficiency and operational redundancy Identified and developed plans for new “target” environments including system requirements Led project to evaluate and integrate a third-party cash processing system for a recently acquired bank Performed vendor assessment and selection, file testing and implementation; successfully allowing the acquired institution to offer a new service in its home market Assisted in the testing and implementation of a major system upgrade, which included identifying testing needs and resources, maintaining a project plan, and verification of all information post-upgrade
HOUSEHOLD INTERNATIONAL, HANOVER, MD SUPERVISOR OF BANK OPERATIONS FEBRUARY 1991-DECEMBER 1994 Coordinated work flow of complex department/directing resources Acted as liaison with other business units as well as outside vendors Analyzed budget Identified, analyzed, and resolved problems that arise in a day-to-day environment
TECHNICAL SKILLS Operating Systems: Windows 95, Agiletics (sweep system), H&S (analysis system), CIS (customer information system), Impacs (DDA system), MapInfo, CICS, DST (recordkeeping system) Software: Microsoft Word/Excel/Access, Lotus Notes, Enterprise Project Management Familiar with: TSO, DBArtisan (sequel queries), and characteristics of mainframe versus server applications
EDUCATION Towson State University – B.S., Business Management University of Maryland at Baltimore County, 60 credits for B.S., Information Systems Mgmt.
Name: Mark Deibert
HomePhone: 415-461-4831
WorkPhone: 415-956-4477 x223
Email: markdeibert@excite.com
Date: 07 Jun 2002
Time: 07:16 PM
Hello. I currently live in California's San Francisco Bay Area, but I am moving back to the Twin Cities at the end of July. I went to school at the U of M and worked in the metro area for 5 years before moving out to California. I am particularly interested in the financial reporting positions posted on your web site. I would like the opportunity to discuss my options with you when you get a chance. Below is my resume. Thanks...
Mark Deibert, CPA
1900 Lincoln Village Circle #2109, Larkspur, CA 94939 Work Phone 415-956-4661 x223; Home Phone 415-461-4831 Email: markdeibert@excite.com
EXPERIENCE
BEI Technologies, Inc. (Publicly traded manufacturer of electronic sensors and motion control products for use in various industries.)
Senior Financial Analyst (2/01 to present) · Prepare and file all required SEC and other public documents, such as the Form 10-K, Form 10-Q, Proxy and earnings releases. · Prepared subsidiary company's registration statement, resolved SEC comments with senior management, outside counsel and independent auditors, and filed subsidiary's initial Form 10-Q. · Create the annual budget, quarterly forecasts, monthly trend financial statements and other financial reports for senior management. · Lead the cash management function, train new staff on the process, approve staff's daily banking transactions and analyze monthly cash forecasts. · Resolve accounting and control issues at various manufacturing divisions as needed.
WAM!NET (Pre-IPO global electronic business to business service provider of digital data transport and storage solutions for the media industry.)
Financial Analyst (4/00 to 1/01) · Developed financial models with sales, marketing and technology personnel that evaluated various new products, lines of service, pricing structures, etc. · Designed templates for use in new budget software, trained European controllers on system operation and developed procedures and controls around budgeting, hiring and purchasing processes. · Created and maintained a monthly rolling forecast financial model that compared current estimated performance with budgeted expectations for senior management.
Grant Thornton, LLP (International public accounting and management consulting firm.)
Audit Supervisor (12/95 to 12/99) · Planned and managed audits, quarterly reviews and other projects by formulating strategies, preparing and monitoring budgets, supervising staff and finalizing all phases of the projects. · Reviewed and prepared financial statements and related disclosures for SEC, manufacturing, retail and construction clients. · Developed staff through new hire orientation, on the job training, performance evaluations, review sessions and work on the Training Development Committee.
EDUCATION University of Minnesota, Carlson School of Management Bachelor of Science in Business - Accounting, December 1995
Name: Frank R. Zalesky
HomePhone: 651-738-1228
WorkPhone: 651-738-1228
Email: frankzal@attbi.com
Date: 10 Jun 2002
Time: 01:11 PM
Name: Frank R. Zalesky
Address: 7542 Teal Road Woodbury, Minnesota 55125
Phone: 651/738-1228 Cell: 651/214-2253
EMail: frankzal@attbi.com
EMPLOYMENT HISTORY US Bank – Commercial Payment Services December 1999 – March 2002
Senior Product Manager – B2B/Credit Card Products
Responsible for the opportunity analysis, functionality selection, product planning and marketing strategy associated with US Bank’s commercial Credit Card and Business-to-business product set.
This is a new product set for US Bank, targeted for large commercial customers and leveraging our success as a provider of financial products, specifically commercial credit cards. These are a series of web-based products that will, over time, contribute a significant amount of new revenue.
Since accepting this position, I have accomplished the following:
Worked with sales and marketing personnel to identify a target market; conducted customer focus sessions and researched competitive offerings.
Identified the initial set of functionality; reviewed functionality with key customers to determine marketability
Conducted presentations for large commercial customers; developed/conducted initial sales training.
Worked with technical systems and development teams to “lock down” functional requirements and designs
Developed and implemented a quality assurance process for commercial web-based products.
Norwest Services Incorporated/ Wells Fargo Services Co. February 1992- December 1999
Business Dev Mgr/Technical Consulting Mgr/Senior Product Mgr
As Business Development Manager, I had responsibility for the specification, development and deployment of the Integrated Payment Exchange (IPX) which provided value-added and eCommerce services to Wells Fargo’s large commercial customers
My responsibilities included:
Cost center/budget management – managing and reporting on a $3.8 million annual budget.
Revenue forecasting/tracking/reporting – developing annual revenue forecasts and reporting to Senior Management on revenue actuals Vs plan; establishing customer pricing and profit margins.
Service set definition – developing an overall service set definition and strategy; determining which customer initiatives have priority and communicating strategy and services within Norwest.
Personnel management – direct management of a team of eight consultants and product managers.
Manager of Technical Consulting
In this position, I managed the staff involved in a number of activities:
EDI/EC Consulting Group - an eight member EDI/Electronic Commerce “consulting” group. This group had overall responsibility for providing unique solutions to the problems of our customers, both external and internal (Norwest banks). This group worked with both types of clients to identify problems, craft solutions and then ensure that the solutions are implemented in a satisfactory fashion.
Technical Sales Support Group - I managed a group of six Consultants and Analysts that had responsibility for sales support across the entire Treasury Management product line. These individuals provided the following services to our sales group: Sales call support; Proposal support; Maintenance of industry questionnaires; and Intelligence gathering.
Ongoing Product Management for Electronic Products - I functioned as the Product Management Team Manager for the following products/businesses:
Electronic Commerce (including EDI), Data Exchange, “For Fee” Consulting, Business Express (small business PC connection to Norwest) BankTIES PC Products (Information Reporting, ACH and Tax Payment) Bill Payment Consolidation and Document Outsourcing.
Operations Management - I also managed the non-exempt staff the “operated” Norwest’s Electronic Commerce system. This group of individuals was responsible for monitoring/tracking the movement of information between Norwest Treasury Management systems and our customers.
Product Direction and Public Speaking - I had responsibility for identifying new product opportunities and coordinating the development of products to take advantage of those opportunities. The most recent of these is the creation of a “service bureau” model where Norwest will, for a fee, provide additional labor-intensive services to its customers
Senior Product Manager/Product Line Manager
Norwest hired me with the express purpose of creating a product to provide EDI services to Bank customers. The Bank had determined that there was a product opportunity for EDI services, but had not developed a plan for meeting that opportunity. My responsibilities included:
Determining what we could sell Selecting the appropriate method of providing these services Overseeing the implementation of a service Bringing the product to market Making the product profitable
Over the course of eight months, I was able to implement a service to meet and exceed the needs of Norwest customers. This product offering made Norwest one of less than 10 banks in the country that can deliver this functionality to customers. By the end of the first year, the Norwest EDI product was being used by over 400 customers and had yielded first year revenues in excess of $250,000.
In addition to EDI, I managed a team of product managers with responsibility for the following commercial banking products:
PC-based products (ACH, Tax Payments) Information reporting Third Party Cash Concentration Telephone-based products New product development
First Bank System September 1989 - February 1992
Senior Product Manager
I served as the Product Manager for the following set of commercial products:
Wire Transfer Bank Reporting Automated Clearing House (ACH) Cash Concentration Pre-Authorized Debit Service Electronic Data Interchange
My assignment was to improve the profitability of these products by implementing innovative programs and marketing campaigns. I have achieved the following results:
A 300 percent increase in the profitability of the ACH product through the identification of new marketplace opportunities and the improvement of our existing product offerings. Expansion of the customer base utilizing the Bank's ACH microcomputer product from nine to seventy plus customers. This was accomplished through expanded functionality as well as a marketing campaign that highlights the product as a specialized vehicle for government tax payments. The implementation of a new Cash Concentration system that resulted in a thirty- percent reduction in product costs.
Other Employment History
Federal Reserve Bank of Minneapolis – Network Manager/Internal Consultant December 1981 – September 1989
Sperry Univac Defense Systems – Principal Systems Engineer October 1979 – December 1981
NCR Comten - Systems and Programming Manager August 1975 – October 1979
Data 100 Corporation – Senior Programmer July 1973 – August 1975
State of Minnesota – Chief Programmer June 1968 – July 1973
EDUCATION
University of Minnesota, Institute of Technology 1969-1973 BS Computer Information and Control Sciences
I've completed a number of management, business and accounting courses/seminars.
Name: William Anton
HomePhone: 512-258-3323
WorkPhone:
Email: bill_anton@worldnet.att.net
Date: 10 Jun 2002
Time: 04:49 PM
William J. Anton 11903 Rustle Lane Austin, Texas 78750-2009 (512) 258-3323 bill_anton@worldnet.att.net
OBJECTIVE
A key finance position where excellent analytical and communication skills can enhance company visibility and profits.
SUMMARY OF QUALIFICATIONS
Diversified experience as a Financial Analyst, Financial Database Analyst and Software Support Analyst. Proficient in researching, analyzing and performing data interpretation. Detail-oriented with proven ability to organize and problem-solve. Reputation for being an outstanding team player. Excellent written, oral and presentation skills.
PROFESSIONAL EXPERIENCE
SAMSUNG AUSTIN SEMICONDUCTOR — Austin, Texas September 2000 – September 2001 SENIOR FINANCIAL ANALYST · Researched, created and presented Analysis Report that targeted $500,000 of annual Outside Services, Production Supplies and Repair & Maintenance cost savings. · Facilitator for a 20-member Investment Committee responsible for the annual purchase of $150 million of machinery and equipment. · Organized monthly PowerPoint presentations for cost-savings meetings attended by 30 members of the management staff. · Took the initiative to learn SAP and became proficient through being self-taught.
M C C — Austin, Texas February 1994 – September 2000 SENIOR FINANCIAL DATABASE ANALYST · Solely responsible for implementing the 1996-2000 corporate operating plans with budgets of $20 to $25 million. · Controlled fiduciary responsibility of consortial and government research efforts totaling $4 million annually in revenue. · Designed and maintained a vital monthly Excel report used by the CEO to track the billable time and productivity of a technical staff of 60 researchers. · Formulated a system to electronically transfer data from IFPS (Interactive Financial Planning System by Execucom) into Deltek System 1 for the 1996-2000 corporate operating plans. · Designed IFPS input screens for administrators allowing them to easily make staffing and cost changes for forecasting purposes. · Expert knowledge of Deltek System 1 budgeting, accounting, contracts and Querywriter modules. · Technical expertise and thorough accounting knowledge resulted in exceptional annual reviews and notoriety as an invaluable member of the Finance Department.
COMSHARE, INC. — Austin, Texas April 1991 – January 1994 (Formerly EXECUCOM SYSTEMS CORPORATION) SENIOR SUPPORT SPECIALIST · Solved complex technical problems for field representatives during critical sales cycles. · Conducted a technical workshop for experienced IFPS users attending an annual user’s conference. · Contributed written articles to a technical quarterly newsletter distributed to 500 clients worldwide. · Demonstrated exceptional technical and interpersonal skills by being the only Helpline member requested for on-site consultations by clients.
EXECUCOM SYSTEMS CORPORATION — Austin, Texas June 1986 – April 1991 CUSTOMER SUPPORT ANALYST · Served as Technical Group Lead for several products while initiating, developing and implementing training programs for the Customer Support group. · Supported all of Execucom’s financial software to a worldwide customer base. · Contributed written articles for user-based and technically oriented publications that were distributed quarterly to clients worldwide.
MERIDIAN OIL INC. — Houston, Texas June 1985 – June 1986 (Subsidiary of BURLINGTON NORTHERN INC.) PLANNING ANALYST · Performed vital research toward the $1.1 billion acquisition of Southland Royalty (oil and natural gas company). · Spearheaded acquisition activities that covered financial analysis and assessments of numerous energy companies for possible takeover. · Formulated a comparative analysis database using financial data of 75 exploration/production and pipeline companies.
EDUCATION
THE UNIVERSITY OF TEXAS — Austin, Texas M.A., 1984 (MBA equivalent) Energy and Mineral Resource Management Thesis used by the U.S. Department of the Interior to support lease sales in the Gulf of Mexico.
NORTHWESTERN UNIVERSITY — Evanston, Illinois B.A., 1982 Geological Sciences
PROFESSIONAL DEVELOPMENT — Managerial Training Seminars include Supervising Under Pressure, How to Work with People, Developing a Customer Service Program, How to Work with Customers, Successful Customer Relations, How to Get Results with People and Business Writing.
Name: John G Kuett
HomePhone: 310-937-0390
WorkPhone: 323-957-5909
Email: jgkjanna@aol.com
Date: 10 Jun 2002
Time: 09:09 PM
JOHN G. KUETT, M.S.B.A., CPA 1448 Monterey Blvd, #202 Hermosa Beach, CA 90254 (310)- 937-0390
PROFESSIONAL EXPERIENCE:
2000-Current Frederick’s of Hollywood, Hollywood, CA Vice President-Controller Report to the interim Chief Financial Officer for this $135 million specialty retailer. Current responsibilities include all financial reporting and accounting departments, excluding Financial Planning. In charge of all Chapter 11 compliance reporting, retail and cost accounting, physical inventories, fiscal year audit, DIP loan compliance, treasury functions, and financial and operational exception analysis. Currently directing a finance organization of seventeen professionals.
1997 – 2000 PEP BOYS, Philadelphia, PA Assistant Controller Report to the Assistant Vice President of Finance for this $2 billion, NYSE automotive parts and service retailer. Current responsibilities include the General Accounting, Inventory Accounting, Vendor Support Funds, Sales Audit, and Bank Reconciliation departments consisting of three managers, two supervisors, and sixteen professional staff. Senior finance department liaison to MIS for all retail and accounting systems development. Major accomplishments include: Project manager for company-wide non-merchandise purchase order system encompassing approximately $400 million in disbursements annually. System implementation included all Construction, Property Management, MIS, and Expense Payables departments. Senior finance member of POS, Special Order and Outside Purchase systems enhancement development committee consisting of representatives from MIS, Store Operations and Finance departments.
1992 – 1997 DUTY FREE INTERNATIONAL, INC., Glen Burnie, MD Controller Reported to the Vice President, Finance and Chief Financial Officer for this $600 million, NYSE specialty retailer. Directed staff of five division controllers, 14 professionals and 12 non-professionals for all internal and external financial reporting, budgets, forecasts, accounts payable and accounts receivable departments. Major accomplishments included: Developed monthly forecasting and annual fiscal budget procedures, including implementation of the Pillar enterprise-wide financial forecasting and budgeting system. Eliminated spreadsheets with an integrated financial database that serves 30 users and eliminated unreliable spreadsheet consolidations of division detail budgets. Re-engineered inventory accounts payable and costing functions which reduced department overtime costs, eliminated forms and improved productivity of processing by an average of 20% per accounts payable specialist. Coordinated external and S.E.C. financial reporting including the 10Q, 10K, annual report and shareholder proxy. Acted as Finance team leader in development and implementation of new company-wide Richter merchandising and inventory control system, which will replace eleven non-uniform inventory and merchandising systems in the company.
1988 – 1992 UETA, INC., San Antonio, TX Controller (Acquired by Duty Free International in 1992) Reported to the Vice President and Chief Financial Officer for this $150 million, privately held specialty retailer. Directed all accounting and finance areas excluding federal taxation. Major accomplishments included: Served as Finance project leader in the development and implementation of company-wide CDS retail accounting and inventory systems. Inventory shrinkage reduced from 3% to 0.3% of net sales and inventory stock levels reduced by an average of $10 million. Established cash management and control programs which reduced cash shortages and improved cash flow significantly while streamlining the bank reconciliation process. Reorganized all accounting functions in conjunction with the relocation of the accounting department from Laredo to San Antonio which resulted in a net head count reduction of 15 positions and annual cost savings of approximately $300,000 per year.
1986 – 1988 FUDDRUCKERS, INC., San Antonio, TX Controller
1983 – 1986 W. R. GRACE CENTRAL REGION HOME CENTERS, Asst. Controller San Antonio, TX
1981 – 1983 SANGER HARRIS DEPARTMENT STORES, Dallas TX Accounting Mgr. Division of Federated Department Stores
1978 – 1981 FEDERATED DEPARTMENT STORES, INC., Sr. Corp. Auditor Cincinnati, OH
1976 – 1978 DELOITTE & TOUCHE, Miami, FL Auditor
EDUCATION:
1976 Florida State University B.S., Accounting C.P.A., November 1977 Graduated Cum Laude
2000 Temple University M.S.B.A., Concentration in Information Technology Graduated Magna Cum Laude Curriculum consists of eleven graduate level CIS courses and three MBA courses
ORGANIZATIONS:
American Institute of Certified Public Accountants Florida Institute of Certified Public Accountants Beta Gamma Sigma (College of Business Honor Fraternity)
Name: Marty Millane
HomePhone: 6174848592
WorkPhone: 7813934124
Email: millanetax@aol.com
Date: 12 Jun 2002
Time: 09:10 AM
Please forward to Harry McCormick. Thank you.
Name: Gary Pull
HomePhone: 763-420-4491
WorkPhone: 952-984-3496
Email: gfpullmg@msn.com
Date: 13 Jun 2002
Time: 07:11 AM
Resume sent as attachment
Name: Robert Kron
HomePhone: 763-684-0538
WorkPhone: 763-684-1239
Email: bmkron@hotmail.com
Date: 14 Jun 2002
Time: 01:26 PM
Robert T. Kron 712 Vendell Street Buffalo, MN 55313 Phone (763) 684-0538 Email bmkron@hotmail.com
June 14, 2002
Personnel Hayden Search Group
Dear Sir or Madam:
I am responding to your advertisement for the Accounting position. I am a results-oriented, highly energetic person and I believe that my qualifications make me well suited for this position.
Currently, I am a Controller for a masonry construction company in Big Lake, Minnesota. I am searching for a long-term career position, which will allow me to utilize a variety of skills. My qualifications include a complete understanding of Job Costing, Accounts Receivable, Accounts Payable, Bank Reconciliation, Payroll, Monthly Management Reports and various other accounting tasks. I am also proficient with integrated accounting and computer software, including Timberline.
I have included my resume and would be interested in pursuing this excellent opportunity. I feel confident that a more in-depth review of my skills will verify the contribution I am capable of making to your management team.
Thank you for your time and consideration. Please call me so we may discuss my qualifications in greater detail.
Sincerely,
Robert T. Kron
Enclosure
Robert T. Kron 712 Vendell Street Buffalo, MN 55313 Home Phone (763) 684-0538 Email bmkron@hotmail.com
O B J E C T I V E To obtain a position in which I may effectively perform my acquired business, managerial, and accounting skills.
Q U A L I F I C A T I O N S · Working knowledge of Microsoft Excel, Microsoft Word, MAS 90, Cyma and Timberline · Able to handle stressful situations professionally and find solutions to complex problems · Dependable, outgoing and responsible with a strong desire to learn · Highly detail oriented and organized · Appreciation for interpersonal, written and verbal communications
W O R K H I S T O R Y
John Henry Masonry, Inc 2001-Present Big Lake, MN Controller
Gilbert Mechanical Contractors Inc. 1999-2001 Edina, MN Accounting Manager
Cameron Luxury Homes L.L.C. 1999 Scottsdale, Arizona Controller
Ben Riggs Builders Masonry Inc. 1996- 1999 Tempe, Arizona Controller
E D U C A T I O N Bachelor of Science Business/Accounting- University of Phoenix Associate of Science Business Management-Anoka Ramsey Community College Accounting/Business Management Certificate, Saint Cloud Business College E X P E R I E N C E A N D S K I L L S · Maintained accurate record of accounts receivable and payable · Prepared company payroll and sub-contractor payroll · Provided weekly cash management reports · Processed month-end statements and prepared yearly budget · Handled company collections and implemented collection procedures · Calculated individual job costing · Assisted with installation and operations of computer for accounting department · Administered and supervised duties among personnel · Conducted project pro-formas and rate of return for investors · Exercised control of purchasing, inventory and costing · Assisted in preparation of Federal and Arizona State corporate income taxes Robert T. Kron 712 Vendell Street Buffalo, MN 55313 Home Phone (763) 684-0538 Email bmkron@hotmail.com
R E F E R E N C E S Danielle Grimlie 16312 122nd Street Becker, MN 55308 763-261-4833
Carol Wiltgen 111 1st Avenue W. Foley, MN 55329 320-968-7164
Devon Odegard Community First 14125 St. Francis Blvd Ramsey, MN 55303 763-422-6795
Jason Richmond Insurance Advisors 10590 Wayzata Blvd Minnetonka, MN 55305 763-536-8006
Jack Anderson Goldleaf Financial LTD 802 N. 2nd Street Montevideo, MN 56265 1-888-294-6747
Ben and Ann Riggs 808 S. McClintock Drive Tempe, Arizona 85281 480-967-7200
Marilyn Stevens Horizon Stucco of Arizona 1275 N. McQueen Road, Suite 100 Gilbert, Arizona 85233 480-926-3744 Terry Gilbrealth Boles & Gilbrealth P.C. 4600 S. Mill Avenue Suite 150 Tempe, Arizona 85282 480-838-3277
Name: Chris M. Ohm
HomePhone: 701-293-9213
WorkPhone: 701-371-3771
Email: Chris.Ohm@uap.com
Date: 14 Jun 2002
Time: 06:56 PM
I am submitting my resume for your review. I am looking for a change in Controller position or a chance to move up to a CFO position.
Name: Renee Carter
HomePhone: 763-391-6618
WorkPhone: 651-293-4451
Email: annayk@aol.com
Date: 15 Jun 2002
Time: 11:57 AM
Name: Murli Nagwani
HomePhone: 763 744 1130
WorkPhone: 612 309 9718
Email: nagwani@att.net
Date: 18 Jun 2002
Time: 09:01 AM
Based on the positions you have, there is a good match with what I am looking for. I will appreciate a call back. Murli.
-------------------------------------- MURLI NAGWANI 13235 58th Ave N. #F, Plymouth MN 55442 Email - nagwani@att.net; Home - (763) 744-1130; Cell – (612) 309-9718
SUMMARY · Business development experience: commodity trading, sales & marketing, strategic analysis, procurement, contract negotiation · Finance experience: analysis & modeling, risk management, deal valuation & structuring · Operations management experience: engineering, logistics, production optimization · Multi-functional skills: Proven ability to troubleshoot and develop innovative solutions; excellent quantitative and modeling skills; very effective team player and facilitator
EDUCATION UNIVERSITY OF MICHIGAN Ann Arbor, MI Master of Business Administration, May 2000 · Graduated with High Distinction (top 10%); Won Citibank Academic Excellence Award and Scholarship for achieving highest GPA in section of 70 students
TEXAS A&M UNIVERSITY College Station, TX Master of Science, Chemical Engineering, May 1992 · Invented & patented technology to produce energy and chemicals from waste biomass · Received Presidential Green Chemistry Award from then U.S. Vice President Al Gore
I.I.T., ROORKEE (Formerly University of Roorkee) Roorkee, India Bachelor of Science, Chemical Engineering, May 1989 · Received Merit Scholarship every year for being in top 10% of class
EXPERIENCE NRG POWER MARKETING Minneapolis, MN Since 02/02 Power Trading, Scheduling and Analysis · Part of 4 person team managing NRG’s New England portfolio P & L; portfolio has over $ 1 Billion in power generation assets and $ 0.5 Billion/year in sales · Trade short maturity (same & next day) power products in New England Power Pool · Assist in options trading, fuel purchase decisions and hedging strategies · Schedule and “bid-in” power and related products for generation and transmission · Support billing dispute claims by analyzing complex settlement statements and regulatory rules · Support negotiations with N.E. ISO and FERC regarding asset positions and agreements
ENRON Houston, TX 6/01 - 12/01 Associate, Enron Energy Services – Financial Risk Management · As part of retail power trading desk, managed volumetric and load profile related risk of Enron’s retail power deals; contract value of deals ranged from $1MM to $1B · Supported strategy to hedge volume risk exposure using weather and power derivatives · Led a major IT systems redesign effort making desk’s deal processing 300% faster
1/01 – 6/01 Associate, Enron Broadband Services – Business Development / Sales and Marketing · Selected as mid-marketer for Bandwidth trading desk; led customers presentations, generated new leads; sold broadband products for contract value of $1.5MM · Chosen to be lead negotiator of commercial issues on sales contracts pursued by mid-market team; negotiated contracts with over two-dozen counter parties
5/00 – 1/01 Associate, Enron Broadband Services – Business Development / Procurement · Led (as part of Bandwidth trading desk) commercial responsibility for analysis, strategy, and implementation of Broadband pooling points in 27 US and International cities · Negotiated procurement of broadband connectivity for close to $5MM and metro dark fiber worth over $20MM; purchases based on terms Enron wanted the industry to adopt · Using web based reverse auctions, negotiated purchase terms of next generation optical switches ($20MM to $200MM); got substantial price breaks (close to extra 20%)
5/99 – 8/99 Summer Associate, Enron Wholesale Services – Structuring and Valuation · Supported wholesale gas and power trading desks by structuring and pricing products such as Swaps, Options, Collars; deals ranged from $1MM to $20MM · As part of M&A group, valued company that owned six power plants
LYONDELL PETROCHEMICAL COMPANY Houston, TX 6/92 – 7/98 Senior Production Engineer · Provided engineering support (monitoring, trouble shooting & optimizing) to olefins and downstream units producing chemicals worth over $1 Billion/year · Met multiple cross-functional targets – production, quality, safety, and environmental · Conceptualized, analyzed and implemented about 15 projects, each increasing revenues by $0.1MM to $20MM per year · Supported marketing and customer services groups in resolving complex logistics issues · Supported feed stock and specialty chemical procurement groups · Received 3 promotions and 5 rotational opportunities, both higher than average rates
OIL AND NATURAL GAS COMMISSION Bombay, India 11/89 – 8/90 Assistant Executive Engineer · Managed installation of production equipment into oil wells on offshore platforms · Performed wire-line jobs on offshore oil wells to improve production
ENGINEERS INDIA LIMITED New Delhi, India 6/89 – 11/89 Associate Engineer · Heat exchanger engineer for energy mgmt group; EIL is a premium E & C firm in India
OTHER · Enjoy golf, biking and hiking · U.S. Permanent Resident (Green Card Holder) --------------------
Name: Susan Hickey
HomePhone: 612-927-4671
WorkPhone: 612-596-6362
Email: shickey002@yahoo.com
Date: 19 Jun 2002
Time: 08:01 AM
I sent my resume separately as an attachment. I am interested in learning what types of jobs are available in southwest Minneapolis and suburbs, as well as downtown Minneapolis, for someone with 5 years of public accounting experience.
Name: Robert Klehr
HomePhone: 715-355-4784
WorkPhone:
Email: jklehr@gte.net
Date: 19 Jun 2002
Time: 08:05 PM
Robert J Klehr CPA
Jklehr@gte.net 6406 Starlight Ave. Wausau, WI 54401
Objective statement:
A Senior Accountant, Controller,CFO Position. I have worked over the last 20 years of my working life in accounting and would like to finish the Next 15 years of my working life for one Firm that can use my Education and Experience.
Summary of Qualifications
I have over 20 years of experience in the accounting field. During this time I have practiced for a variety of practice settings including manufacturing, retail, health care, tax and public accounting. I have also become competent in the use of many types of computer operating and accounting systems. This competence has been developed through experience and formal Education courses.
My experience includes personnel supervision, budgets, forecasts, bonuses, costing, variances, financial reporting, cash management, payroll, GAAP Rules, consolidation reports and other accounting functions
In my experience I have reduced firm’s employment costs by Focusing on all of my understanding of employment Taxes and as well as state sales tax issues.
I have set up standard cost systems and have worked with just in time Inventory systems. I have worked with inventory systems from paper to computerized systems such as JD EDWARDS ERP Systems
At Polar Tank Trailer, I set up their cost systems from a job shop Process to an adjusted standard cost system, were they were able To track they’re cost at a timelier basis,
My experience in the planning and budgets systems is extensive, I have Set up budgets with firms such as Custom Eyes were they never had a budget Before, to complex budgets such as Fingerhut Corp were they were able to Better keep track of their costs.
I have worked with both state and private audits
The one item however I felt is one of my best accomplishments Was able to reduce costs at MCC Behavior by stopping a process That was going on for many years that had gone absolute, but was still Operating as if it was still being used.
There are many accomplishments that I have completed in my lifetime that can benefit many different firms.
Accounting Functions that I have performed:
Account Receivable Account Payables General Ledger Balance sheet and P/L reports Tax reporting, including sales tax Fixed Asset Reporting including the Depreciation portion Including a strong understanding of both book and Tax depreciation Inventory Capital Expenditures Costing, both uses of standard cost and job cost functions Financial Reporting, Various Cost Reports Risk-based capital analysis-Budgeting and forecasting Prepares management reports- Worked on complex financial/operational projects With minimum supervision Payroll both in-house and using the ADP Systems Consolidation reports, Multi – state and company reports Cash Flow reports Various different kinds of bank statement requirements And much more Auditing both in the private and public arena. Graphing the ability to create reports that fit the need As well as graph those reports
Knowledge of various Computer systems
Microsoft Products such as Excel, Word, Works, Access, Etc. Lotus 123 Accounting and spreadsheet programs Older Systems such as IBM 400 and their various software packages. Quickbooks and Various Attachments such as Turbo tax. Peach tree Software packages, all of the modules I have set up And worked with. Including the newer Mas 90 Program. Great Plains Software Packages. RedWing Software Packages Various inventory and cost software programs such as JD Edwards. Various Fixed asset software such as Peach tree Various outside software packages such as the ADP payroll system I have worked in both the public and private arena with many different responsibilities And many different kinds of software packages.
I look forward to your response.
If you need further information about my experience.
Please call me at (715) 355-4784 or Email me at jklehr@gte.net Sincerely , Robert J Klehr CPA
Resume
WORK HISTORY
1998-Present S/H Enterprises Inc / Controller/Accountant Wausau WI 54401 Mfg. of steel and wood products Complete responsibility for their financial reports to their cost functions, Including A/P, A/R, Fixed Assets, Cash Control, Analyzing their Financial Reporting Requirements. Developed Short Term and Long Term Goals for Profitability Gains, ETC.:
2000-Present Krause, Howard and Company / CPA Firm Wausau WI 54403 Staff accountant for a CPA firm Audits, Tax Preparation.Financial Reports
1990-1998 Independent Contractor, Worked for several firms on special Projects, Set up Computer Systems, Filled in for Accounting Managers. Controllers, and Accountant Positions. I was used to set up financial Reports, ETC. Some of the firms that I consulted and worked with were, Custom Eyes Inc, Design Line Inc, Johnson & Associates, Mcc Behavior Inc, and many more
Payroll Accountant: Fingerhut Corporation, St. Cloud MN. Retail, Catalog operation, Prepared tax returns, compiled financial reports, Budgets, Payroll, Forecasts, Internal Audits, & much more
1982-1985 Cost Accountant: Polar Tank Trailer, Opole MN Mfg. of Bulk Trailers, Steel Mfg. Prepared Cost Reports, Analysis variance, including the use of standards and their variances.
EDUCATION/Certificate
C.P.A Certificate Number 10646 - Minnesota BS degree in Accounting, St. Cloud State University, St. Cloud
Other Education:
St Thomas University: MBA Classes Short 3 Classes from Completion of MBA Degree
Name: Michael Somberg
HomePhone: 514-337-5955
WorkPhone: 514-337-5955
Email: michaelsbusiness@hotmail.com
Date: 20 Jun 2002
Time: 02:15 PM
MICHAEL M SOMBERG 1100 GOULET, SUITE 419 MONTREAL, QUEBEC CANADA H4R 2C6 TEL: (514-337-5955) E-MAIL: (michaelsbusiness@hotmail.com)
Qualifications for the Position of:
DIRECTOR OF CREDIT / COLLECTIONS, NATIONAL / INTERNATIONAL DIRECTOR OF CUSTOMER SERVICE
***************************************** Specifically seeking an Executive / Senior Credit / Collections / Customer Service Management Position in a Manufacturing / Distribution, Consumer or Industrial environment which offers increased Responsibilities and Challenges, in combination with Active hands on Participation in the Corporate day to day operations, in a Co- operative effort with other Senior Managers, focusing and directing our energies towards Increased Profitability and Corporate Market Share.
PERSONAL SUMMARY
A well - organized and analytical leader offering 30+ years of intensive and solid Credit & Collections, Customer Service Expertise in a myriad of venues concentrated in Manufacturing / Distribution of Pharmaceuticals, Office and Consumer Furniture and Systems, Medical Equipment, Energy Suppliers, Telecommunications, and the Cable Industry:
Team Management acting in consort to train and develop a coordinated effort for greater interdepartmental cooperation. Creation of modular systems encompassing credit & collections - customer service and unifying them into a single entity. Analysis of Financial Statements and Spreadsheets, endeavoring to reduce the risk of losses, while identifying securable, tangible assets. Creation and establishment of Corporate and Modular Departmental Polices and Procedures. Conceptual design and development of viable operational computer operating systems, user friendly combining credit / collections, customer service into one operational system. Coordinated the effort to educate and retrain subordinate employees in the operation of the new modular systems and operating systems.
MICHAEL M. SOMBERG michaelsbusiness@hotmail.com
Established levels of responsibility for each employee, granting increased decision making authority, and responsibility for the profitability of their work station. The assignment of responsibilities of each workstation to approve the credit limits upon opening a new account, and monitoring the orders, the shipments, the collections, and cash applications in conjunction with satisfying every comment or complaint of their assigned customers. I monitored every workstation and only intervened when established criteria was overlooked or the responsibility proved to difficult for my employee to complete. My level of responsibility included Credit limits of $25 million, with individual orders of $10 million. Every account over 60 days, was transferred to my desk, where I dispersed them to my supervisors. At 90 days the accounts was transferred back to my desk. Security was arranged through cash deposits, debentures, insurance, promissory notes, U.C.C. filings, registered accounts receivable assignments of customer’s 30 day listings. The arrangement of floor planning and third party financing. The establishment of contract invoicing and royalty billings. The use of certified cheques, money orders, wire transfers, letters of credit, irrevocable letters of credit, lock boxes, credit card and debit card payments, Bank drafts, and cashier’s cheques. Negotiation of Service contracts and third party financing. Use a Dispute Resolution Mechanism when endeavoring to settle disputes. Resolution of Charge backs and advertising allowances. The preparation of monthly and annual budgets and reports. The transferring of delinquent accounts to lawyers, but suggesting or even insisting on preferred methods which produce a significantly greater recovery. The attendance at Credit meetings and the exchange of information. The semi annual visits to clients accompanied by a salesperson. This meeting acts as a barometer to decide upon changes to their credit limits, our flexibility and whether our financial history displays the appropriate position of our client. The handling of Government purchases because of their complexities and exemptions. The negotiation of dealer contracts, and government contracts, for products and / or services. The revision or re-evaluation of client credit limits semi-annually.
MICHAEL M. SOMBERG michaelsbusiness@hotmail.com
CAREER HIGHLIGHTS:
INDEPENDANT SENIOR CREDIT / CUSTOMER SERVICE CONSULTANT:
Title: General Corporate Credit and Collections / Customer Service Director
Engaged by Pharmaceutical, Cable, Telecommunications, Food and Nutritional Food Company Manufacturer and Distributor.
I was engaged by these multi-national corporations to oversee the complete overhaul of the credit / collections, customer service departments. These departments had become fractious, uncooperative, and unproductive. I presented several different strategies, and suggested the one which I deemed superior for that particular organization.
My strategy was simple; present what has always worked for me and had achieved excellent results, and modify the system and adjust it to fulfill the companies’ requirements.
I presented an outline of my plan which was approved by senior management. I then asked all the employees in the credit / collections and customer service departments to meet to discuss my plan. This first meeting was the commencement of my program of motivational therapy and the development of harmony and mutual respect between employees. We worked together to form a cooperative unit, primarily to complete our daily functions, so we could design and prepares for the formation of the operational computer systems and the policies and procedures to form an interactive modular system department. Over a two and a half year period per contract, we molded into cohesive functioning units, independent of each other, but unified in our plan of action, and motivated to achieve results.
Over the 10 years, I supervised more than 60 individuals in five different multinational organization. Combined sales exceeded more than 15 billion dollars, with a collection recovery percentage of 99.7% and a customer satisfaction rate of 99.9354%. I successfully completed my mandates, and now looked forward to increasing my responsibilities and growing from my development to achieve another level of achievement.
MICHAEL M SOMBERG michaelsbusiness@hotmail.com
B.N.I INTERNATIONAL: 1990-1992 Director Credit / Collections, Customer Service:
Manufacturer of Office Furniture, Office Systems, Executive Office Furniture Executive Chairs and regular Chairs for Offices.
BANK OF MONTREAL: 1988-1990 Consultant to Vice President Credit Operations:
Engaged to reform antiquated commercial loan process, and to design and present an acceptable new approval system to approve credit card applications and speed up collections and reduce bad debt ratios.
FORTRESS SCIENTIFIC: (DIVISION OF MEDIQUIP) 1986-1988 Director of Credit / Collections, Customer Service:
Company manufactured manually operated wheelchairs and battery powered wheelchairs. Created Contract Invoices to offset deep competitive discounts used to sell our equipment to dealers. Negotiated a contract with a provincial government to sell merchandise which our company had not been able to sell.
BILTMORE CHESTERFIELD COMPANY LTD: 1985-1986 Director of Credit / Collections: Manufacturer of residential furniture for an international market.
ZELIKOVSKY AND COMPANY: 1975-1985 Office Manager, Credit and Collections Manager, Customer Service Manager:
Manufacturer of billiard tables for the international market.
DOMINION GLASS COMPANY LTD: 1969-1975 Credit Supervisor: Credit and Collections Manager: Manufacturer of a myriad of glass containers.
MICHAEL M SOMBERG michaelsbusiness@hotmail.com
EDUCATION:
M.C.I. Designation (Industrial Credit Management Designation) Bachelor of Commerce Degree ( Finance Degree) Bachelor of Arts Degree (Administrative Management) Masters of Clinical Psychology
HOBBIES:
Reading Non Fictional Literature Chess Playing Driving Automobiles (relaxation)
LANGUAGES:
English French
Name: KENNETH FROEDGE
HomePhone: 225-756-5615
WorkPhone: 225-474-2688
Email: kfroedge@aol.com
Date: 23 Jun 2002
Time: 07:02 PM
KENNETH L. FROEDGE4727 Laurel Creek CourtBaton Rouge, LA 70817Residence: (225) 756-5615 E-Mail:kfroedge@aol.com
PROFILE Accomplished Chemical Engineer and Certified Public Accountant with an MBA. Proven record of managing successful projects, resolving problems to ensure an optimal working environment, reducing costs, and increasing product profitability. Extensive experience in planning/budgeting, developing capital projects, and tracking/controlling costs. Computer proficiency in Microsoft® Windows, Access, Excel, and Word.
Strong leadership skills enable staff to achieve peak performance in a team-oriented environment. Maintains high personal standards and diligent performance to achieve maximum results. Consistently applies strong work ethic and high level of integrity to function as a major contributor to the organization. EXPERIENCE VULCAN CHEMICALS November 1992-Present Ten years of progressive responsibility and achievement Operations Superintendent – 5CP and Methyl Chloroform Units – Geismar, Louisiana Following a very successful startup of the 5CP (1,1,1,3,3-Pentachloropropane) Unit, currently accountable for all operational aspects – including capital and operations budgeting – of both the new 5CP and existing Methyl Chloroform Units.
5CP Operations Lead – Geismar, Louisiana (June 2000-March 2002) Invited by Division Vice President of Manufacturing to be Operations Lead on a $50 million project to design, construct, commission, and startup a new process for producing 5CP at the Geismar Plant. · Managed all operational aspects; selected, trained, and supervised operating technicians; implemented PSM guidelines; and coordinated efforts with Process Engineering Lead. · Specified and purchased raw materials; planned analytical efforts for both in-process samples and final product; and coordinated all customer product shipment efforts. · Coordinated environmental activities with plant’s environmental group; organized waste disposal efforts; handled DCS implementation and screen development; implemented industrial hygiene requirements (specifically those related to PPE), and directed HAZOP planning and execution. · Achieved successful completion of all action items prior to unit startup. · Key Accomplishment: Unit started on time, $3 million under budget.
Production Superintendent -- Wichita, Kansas (August 1998-May 2000) Appointed as Sodium Chlorite Superintendent, accountable for all aspects of the Sodium Chlorite Unit. · Coordinated all technical efforts · Managed capital and operating budget · Managed day-to-day unit operations, including product shipment · Interacted with marketing personnel · Key Accomplishment: Instrumental in fixed costs being reduced by $900,000. KENNETH L. FROEDGE – PAGE 2
EXPERIENCE (continued)
Production Engineer – Wichita, Kansas (April 1996-June 1998) Assigned to the Sodium Chlorite Unit when it was experiencing major operational difficulties. Instrumental in Sodium Chlorite Unit receiving the Chemical Division President’s Award for elimination of the chlorine dioxide generator decompositions. · Conducted optimization studies of Chlorate Cellroom aimed at minimizing power consumption and developed process to eliminate chlorine dioxide decomposition in the generator. · Determined optimum construction materials for equipment in sodium chlorate/sodium chlorite service and performed trouble shooting of sodium chlorite dryer operations. · Developed key unit operating parameters and standardized plant operating guidelines during shift change. · Established unit PSM guidelines, coordinated ISO certification, and served as technical liaison to various technology suppliers. · Key Accomplishment: Efficiency improvements resulted in annual savings of $100,000.
Process Engineer – Wichita, Kansas (November 1993-March 1996) Provided technical process engineering support to several operating units at the Wichita Plant. Primary responsibilities included the Perchloroethylene Unit and the Chlorine Cellrooms.
· Conducted distillation optimization and reactor efficiency studies · Key Accomplishment: Helped develop process to consume carbon tetrachloride in the Perchloroethylene Reactor
Customer Service Representative – Birmingham, Alabama (November 1992-October 1993) Interacted daily with customers ordering chemicals to supply manufacturing facilities or distribution locations. Worked with transportation and dispatch operations to ensure products delivered on time and according to customer specifications.
· Assisted in establishing customer service functions at new Vulcan terminal locations. · Communicated with Environmental, Health, and Safety Department regarding technical questions and product specification issues.
Staff Accountant – Lovoy, Summerville, & Co. - Birmingham, Alabama (January 1991-October 1992) Staff Auditor – Arthur Andersen – Birmingham, Alabama (January 1990-December 1990)
EDUCATION
MBA, Wichita State University, 2001 BS, Accounting, University of Alabama, 1989 BS, Chemical Engineering, University of Alabama, 1985
Licenses and Certificates: CPA (Nov. 1999) – Kansas Certificate No. 8777 AICPA, 1999 – Present
Name: Ryan Buesing
HomePhone: 952-854-3579
WorkPhone: 612-940-9813
Email: rjbuesing@yahoo.com
Date: 24 Jun 2002
Time: 01:59 PM
Ryan J. Buesing 1930 East 86th Street, #324 Bloomington, Minnesota 55425 (952) 854-3579 – home (612) 940-9813 – cell rjbuesing@yahoo.com
PROFESSIONAL EXPERIENCE: AdvancePCS, Inc. - Bloomington, Minnesota 2000 – 2002 REBATE ANALYST ¨ Managed 12 pharmaceutical manufacturer rebate contracts totaling over $140 million annually, including Glaxo/Smith-Kline Beecham, Astra Zeneca, and Purdue Pharma ¨ Initiated system changes and enhancements, improving system efficiency ¨ Recommended contract changes to upper management, resulting in rebate rate changes ¨ Researched and resolved quarterly issues to provide accurate invoices and reports ¨ Led audit preparation team ¨ Reconciled quarterly invoices to ensure accurate and timely payment ¨ Developed, tested, and implemented new rebate invoicing system ¨ Discovered $500,000 rebate rate error during account audit, resulting in full recovery
Bemidji State University - Bemidji, Minnesota 1999 - 2000 ASSISTANT RESIDENCE HALL DIRECTOR ¨ Trained, supervised, and evaluated 20-person staff ¨ Facilitated weekly staff meetings of resident assistants and hall council ¨ Coordinated staff development and campus activities, promoting teamwork and resident involvement ¨ Led fund raising efforts that generated over $2,000 for residence hall ¨ Coached staff on conflict resolution and work expectations.
Wal-Mart Stores, Inc. - Marshall, Minnesota 1999 MANAGEMENT TRAINEE ¨ Led front-end operations changes,