Domain of Finance CV

Domain of Finance CVs

Here, on this page, you'll find a few samples of candidates' CVs related to Finance:

• Account Manager CV
• Financial Executive
• Consulting Position Letter of Presentation and CV
• Account Executive - CA Technologies
• Financial Executive
• Account Executive
• Account Executive - one more sample
• CV Sample: Finance Manager
• Finance: High Ranking Position
• Senior Accountant
• Senior Vice President of Finance
• Consultant in Financial Matters CV
• Insurance Broker CV
• Independent Insurance Broker
• Realtor - Self Employed

Account Manager CV

Work Experience

Account Manager

Schmidt Printing

Byron, MN

2014 to Present

Able to handle and organize multiple projects in different stages.

    Comfortable handling customers in all settings.

    Able to adapt and flow to find solutions when problems arise.

Print Shop, Cybex International -

Owatonna, MN

June 2013 to 2014

Able to handle a list of projects in a timely and organized fashion.

    Multitasking and adaptability are used on a daily basis.

    Self driven mind while working independently.

Tempering load/unload and laminating, Viracon

Owatonna, MN

May 2010 to 2011

Owatonna, MN

    Read prints and build units according to said print.

    Confirming that units are to standard and requirements of customers.

    Handle issues in a head on and timely manner as they arise.

Education

B.A. in Political Science

University of MN - Duluth, MN

2013

Minnesota School of Bartending - Minneapolis, MN

2010

Owatonna high School - Owatonna, MN

2008

Additional Information

SKILLS PROFILE

Customer Service

    Able to connect with people easily and comfortably.

    Can separate and obtain the facts and issues that a customer has.

Management

    Able to organize and lead a team for a common goal.

    Can take on multiple projects and teams.

    Not afraid to address the issues with customers or coworkers.

Work Ethic

    Most notable qualities are grit and a self motivating drive.

    Willing to put in the extra effort to get the job done right.

Finance expert must be cold as a snow. Photo: Elena

Financial Executive

Tom Cruz, CPA

30 S. Romney Street, Welldoingtown, PA 3455

Home (555)555-1090 ctom333@aol.com Cell (455)555-3353

FINANCIAL EXECUTIVE

Chief Financial Officer - Controller - Director of Accounting

Experienced CPA with a background in private industry and public accounting is seeking a financial leadership position in a public or private entity that is an industry leader or a growth oriented enterprise.

SUMMARY

Intuitive, results oriented, profit focused Senior Finance and Accounting Executive with exceptional strategic business experience. Strong technical skill set in accounting and tax plus technical expertise across multiple business functions including HR, IT, Legal and Operations provides basis to help identify areas of profit improvement. Talented decision maker capable of leading the finance area and managing complex transactions and ad hoc projects that brings verifiable bottom-line value. Strong leader and coach, focused on profitability, reducing cost, and improving efficiency and processes. Specific strengths include: CFO, Treasury Function, Financial Analysis and Reporting, Mergers and Acquisitions, Strategic Planning, Budgeting/Forecasting, Cash Management.

KEY ACCOMPLISHMENTS

- Lead auditor on client that was the largest independently owned retail department store in the USA.

- Established a tax department for local CPA firm.

- Represented a client in the acquisition of a $30 million metals manufacturer including negotiations of the agreement of sale, due diligence, financing, employee and tax issues.

- Successfully negotiated and managed bank and vendor relationships, legal and tax issues and business strategies in a construction industry business turnaround.

- Retained to set up a new secondary aluminum recycler for an MBE certified client, assisted in plant and equipment acquisitions, worked with Pennsylvania’s Governor’s Action Team and secured an Opportunity Grant, promoted the designation of the property/real estate as a tax incentive KOZ zone (Keystone Opportunity Zone) and secured financing for a $23 million capital machinery and equipment installation.

- Represented a client in a South Dakota sales tax audit which resulted in a $500,000 positive change on the P&L statement.

- Served as Expert Witness in matters involving IRS litigation, business litigation and orphans court; provided expert testimony supporting business valuations, fiduciary responsibilities, and taxes.

- Performed fraud/forensic audits resulting in the criminal prosecution of one controller and the return of funds to clients in excess of $233,000.

- Oil and Gas expert at Rigaton & Matthew Company.

- Published articles in magazines and employer sponsored newsletters, and, addressed over 1,500 attendees at the PICPA Annual Tax Forum.

EXPERIENCE

Bougainville INDUSTRIES, INC. - Buttler, PA 2011

Board of Director

Director of a management and holding company.

Member of the board of directors of the industry leader in architectural pre-cast concrete on the east coast.

Champlain, INC. – Pottstown, PA 2010

Chief Financial Officer

Served as interim CFO of a temporary staffing agency with offices in PA, NJ and VA

Secured financing for growth-stage company and improved and maintained financial operating systems. Responsible for IRS audit, bank relations, tax compliance, workers compensation and wage and tax issues with respect to 1,000 temporary employees.

Siscou - Pottstown, PA 1998 – 2010

President

President of a full service certified public accounting firm providing traditional CPA services and a broad range of business management services.

Founded accounting and business consultancy firm. Performed audits of commercial and not for profit entities. Engagements include financial reporting, tax compliance, planning and a heavy concentration in business management advisory services. Assisted clients in financial planning, investments and pension plan/401K profit sharing plans. Provided litigation support services, testified as expert witness and represented clients in tax matters before the IRS and various states.

Key Achievements:

    Opened key marketing channels and established strategic alliances in investment and insurance services.

    Created a more responsive and market driven organization resulting in average annual revenue increases of 100%.

    Developed and introduced successful new niche services for regional markets.

    Provided management advisory services resulting in million dollar acquisitions from bankruptcy trustees and a regional bank which involved environmental issues and foreclosing on a note at substantial discounts.

    Worked in conjunction with local attorneys on estate and trust administration and tax compliance including federal estate tax returns, and, recently represented an estate in excess of $7 million in Cincinnati.

Gunny, INC. – Douglassville, PA  1991-1997

Chief Financial Officer/General Counsel

CFO and General Counsel of a specialty subcontractor/manufacturer operating in multiple east coast states.

Directed financial systems, reporting, planning, financial controls, contract administration, litigation, employee relations, facilities and strategic planning for this multi state $60 million subcontractor of architectural pre-cast concrete. Established benchmarks for monitoring production, direct labor and gross profit. Guided company through construction litigation in three states.

Coordinated audit/reviews of outside accountants.

Key Achievements:

    Guided company from near bankruptcy to five consecutive years of record profits of more than $20 million.

    Merged an unfunded defined contribution plan and profit sharing plan and adopted a 401K plan. Applied for and received a funding waiver from the IRS for failing to comply with plan funding requirements and avoided penalties in excess of $200,000.

    Prepared (in-house) all consolidated financial statements and federal and multi-state tax returns.

    Provided financial leadership and put together creative financing packages using asset based lending to support company growth.

    Utilized tax strategies that contributed $500,000 to company cash flow during a down cash flow period.

    Performed services for Biotech companies in Gunny’s technology group.

    Represented foreign owned U.S. operating companies.

    High level tax planning and research regarding stock option plans and insurance company mergers.

    One of 10+ attorneys in Gunny’s tax department.

Certified Public Accounting Firms   1985-1991

Herr, Nicholas & Company - Reading, PA

    Served in progressively more responsible roles starting in audit and accounting, tax department and roles as audit manager and tax director.

    Responsible for delivery of tax and audit services to the firms’ largest clients.

    Provided ad hoc services in specialized areas such as oil and gas, PUC rate applications, forensic audits, real estate investment partnerships, corporate liquidations and sophisticated tax planning for high net worth clients.

    Developed in-house tax training seminar for professional staff and participated as a speaker at tax seminars.

    During an audit, uncovered a multi-million dollar defalcation scheme by a local tax collector/businessman.

    Performed audits of school districts located in Southeast Pennsylvania.

    Audited various governmental units and not for profit entities including townships and authorities, visiting nurse associations and 501(c)(3) organizations.

EDUCATION

Juris Doctorate (JD) –Temple University Law School, Philadelphia, PA

Bachelor of Business Administration (BBA)–University of Miami, Coral Gables, FL

Consulting Position Letter of Presentation and CV

Dear Recruiter,

I just learned of your search.  All of my background has been in finance and accounting for globally recognized professional service firms in Canada.  I have an extensive background with regard to:

1.)  Preparing monthly and annual financial statements

2.)  Preparing project margin reports (profitability)

3.)  Analyzing detailed job costs schedules to determine cost at completion

4.)  Calculating revenue recognition as required (as billed  / % complete / etc. )

5.)  Billing – T&M / Lump Sum – Fixed Fee

6.)  Preparing all financial work papers for outside / independent accountants

7.)  Preparing financials required by bonding company and lenders (bank covenants)

8.)  Ensuring compliance with all city, county and state agencies either on tax filings or with terms & conditions on any contractual matters (projects).

I am currently consulting but looking for a F/T position. I would welcome the opportunity to learn more about the position and can be reached during the day on either my personal cell phone 555-555-5623 or at my email address: rambo1@gkail.com.

Best regards

CV

SUMMARY:

An international financial executive expert in directing financial & operational initiatives on a global scale. Solid record of growth and achievement in globally recognized professional service firms. This experience has been coupled with the ability to work effectively across multi-disciplines and in diverse cultural environments with significant added valued accomplishments.

PROFESSIONAL EXPERIENCE:

CONSULTANT (assignments) 11/09 - PRESENT

LANGLY ENGINEERING & ENVIRONMENTAL SERVICES, Inc.

Assisting Management with improving monthly accounting controls and reports, setting-up new International G/L

UDB CORPORATION – Toronto, Canada

    Assisted Senior Management with project accounting controls on newly won & ongoing projects (MTA East Side Access, NYCDOT, NYSDOT). Assisted Region Management with 2012 budgeting process.

Rogers WIRELESS SYSTEMS - Mississauga, On

    Assisted this small designer of security wireless systems with the implementation of projects controls for newly won NYMTA contracts, set-up timesheet reporting, monthly financial close and reporting.

Sudbury DEPARTMENT OF TRANSPORTATION

    Assisted the Commissioner in the review and analysis of the major capital projects at Sudbury Transit. Assisted in addressing funding issues involving the Transportation Trust Fund & analysis of the ARC Tunnel Project.

THE RAMON CASTRO GROUP AS FINANCIAL ADVISOR

The Ramon Castro Group in joint venture with Hill International Inc. was assisting a major client in setting up a new Construction Management company in New Scotland, Canada. My role as acting Senior Financial Advisor was to:

    Established a new Finance & Accounting Department for this new project management firm.

    Set-up new accounting system, wrote and implemented new policies & procedures in compliance with IFRS / IAS.

    Prepare 2009 Budget & Five Year Strategic Plan.

    Developed international tax strategy in conjunction with clients outside tax advisors Ernst & Young.

    Installed a new monthly Senior Management Financial Report Package for use by both senior Port Authority Construction Management and Site Operations personnel for comparative project analysis.

HLW INTERNATIONAL

DIRECTOR OF FINANCE

Based in Saint-Catharine with offices in Chicago, London, Seoul and Paris, HLW International is a major architectural and engineering firm as well as a member of the AIA Large Firm Roundtable.

    Working with the Senior Leadership, led all accounting and financial matters to improve profitability.

    Developed new reporting structure and updated the Deltek financial system.

    Led financial control of AECOM‟s European office in The Hague. Responsibilities included all Regional accounting and consolidations for subsidiaries (IFRS), US Parent reporting & Federal Contract compliance (USGAAP / IFRS / FAR / CAS), local tax compliance and regional administrative functions.

    Improved project controls, pre-contract reviews, strategic planning and the mitigation of foreign tax exposures. Led financial “due diligence” teams on M&A activities in the UK (Oscar Faber), Europe and Australia (Halpern-Click).

BRINCKERHOFF

VP - DIRECTOR OF FINANCE – PB INTERNATIONAL, Inc. 09/94 – 09/99

Brinckerhoff is a highly respected +$2Billion engineering and design firm with disciplines in transportation, infrastructure, aviation and power generation.

    Oversaw the monthly financial consolidation of 15 international subsidiaries and 4 major project offices. Responsibilities included international treasury management (FX and hedging), local accounting compliance (IFRS), FAR/CAS compliance (US Contracts) worldwide budgeting & forecasting, project control & administration as well as foreign tax compliance.

    Led implementation team with Ernst & Young on the development of a global tax strategy for PB starting in the Asian Region.

ASEA BROWN BOVERI, Ltd. Zurich, Switzerland

VP- CONTROLLER

ABB SUSA was a highly profitable division, $90 million of Asea Brown Boveri Ltd and SAE Sadelmi of Milan, Italy. SUSA was engaged in the design, engineering and construction of major transportation, power & infrastructure projects for private sector and Government entities (USAID, COE, DOD and NavFac).

    Improved financial reporting on major construction projects as well as implementing project controls on + $100 Million construction projects in Spain, Italy and Eastern Europe. Ensured their compliance to FAR / DFAR & CAS requirements.

    Led financial negotiations on a $200.0M turbine procurement agreement with General Electric and the Albanian Power Authority.

DIRECTOR OF FINANCE (VP) – LUMMUS GLOBAL, Inc - Moscow, Russia

ABB formed a premier Joint Venture (AES) with the Russian Oil Ministry in Moscow. The enterprise provided design, engineering, manufacturing and installation of process control equipment and instrumentation to major Russian oil and gas refineries as well as pulp & paper mills.

    Established USGAAP reporting and compliance with ABB‟s financial policies and strategic business objectives

    Established a sophisticated $60 million barter / financing scheme with the Russian Timber Ministry for the importation of process automation equipment.

SR. FINANCIAL MANAGER – LUMMUS CREST, Inc.

    Responsible for the monthly / yearly consolidation and reporting of all financial results.

    Assisted in both financial and operational audits for major clients

EDUCATION & CERTIFICATIONS

ABB INTERNATIONAL SENIOR MANAGEMENT PROGRAM Zurich, Switzerland

Intensive one month training with Senior ABB Executive Team

FAIRLEIGH DICKINSON UNIVERSITY - Silberman College of Business Madison, NJ

MBA -Master of Business Administration, Finance „Cum Laude‟ 1985

Major: Finance

SAINT PETER'S COLLEGE Jersey City, NJ

B.S. - Bachelors of Science in Business Administration 1980

Major: Accounting

Certified Public Accountant (Pennsylvania – 1981) - Inactive

SYSTEMS

Deltek‟s (Vision / Cost Point), Great Plains (MS Dynamics), SAGE / Timberline, SAP, JD Edwards / ORACLE, Primavera Cost Manager, QuickBooks Pro, PeopleSoft, Hyperion (Enterprise), EXCEL, MS Project, VISIO, PowerPoint

Account Executive - CA Technologies

Honest Ed

Glenview, IL

Work Experience

Account Executive, CA Technologies

Cienfuegos, CA

2008 to Present

MVP - Sales - Awarded December 2012

First quarter with Nimsoft, generated over 800K in pipeline, helped my field rep get to President's Club, responsible for generating over 100K in closed revenue, closed a new customer, attained all my MBO's. I won first place in a prospecting SPIFF and was awarded a MacBook Air.

Responsible for selling CA UIM to new mid-market and enterprise accounts as well as service providers.

Account management, facilitating vendor reviews with existing accounts to understand their infrastructure and use of solutions to upsell the account.

Coordinate executive level meetings with CIO's and key leaders regarding technology initiatives presenting our architecture and market differentiators.

Excellent prospecting, list building and email drip marketing techniques.

Top visibility and accountability through dashboards and reports to track activities, accounts, leads and pipeline utilizing Salesforce, Marketo, LinkedIn Sales Navigator and Discover.org.

Account Executive

Agiliance

Puebla, CA

2006 to 2008

Responsible for prospecting and selling Governance Risk and Compliance platform into enterprise and government agencies.

Manage RFI and RFP process.

Account management and upsell of existing customers.

Managed weekly public demo, communicating with prospects and customers, coordinating SE's doing the corporate pitch for each of the five point solutions of the GRC platform., Salesforce, Marketo, and Vertical Response system administrator, implemented technical support and professional services applications via Salesforce.

Account Executive

magicphotodesign.com

Toronto, On

2001 to 2006

2005 Peak Performers Club

Responsible for prospecting and selling SaaS, PaaS CRM software and hundreds of applications that integrate with it to small businesses.

Top performer on team quarter over quarter, 215k quarterly quota.

Account management and upsell of existing customers, over 200 installed accounts.

Managed consulting, technology and referral partnerships.

Assistant manager of corporate softball team.

Account Executive

Microsoft Corporation

Marbella, CA

1998 to 2001

Responsible for prospecting and selling SaaS online meeting tool to small businesses

Trained new accounts

Partner relationship manager for 5 partners to ensure they had the tools to be successful.

First quarter 65% of plan

Consistently exceeded 50 calls a day, 5 demos a week and 5 hours of talk time daily.

Assistant manager of corporate football team.

Account Executive

Red Pumpkin Software

Rosedale, CA

1995 to 1998

President's Club and ISR of the year 1996

President's Club and ISR of the year 1998

Exceeded quota for 10 quarters in a row, 2.5M annually

Responsible for prospecting and selling enterprise contact center software platform to mid market enterprises direct and through channel partners

Managed 80 customers, able to retain customers through litigation and executive management turnover

Facilitated maintenance renewals, collections, proposals, demonstrations, SOW's and generating marketing campaigns to drive new business.

Education

Bachelor of Arts in Broadcast Journalism

State University College at Lincoln, Il

Skills

Twelve years of enterprise sales experience with companies like Microsoft, Salesforce.com and CA Technologies selling software, SaaS, and services to Enterprise and SMB markets both direct and through channel partners, ISV’s and VAR’s.

Proven track record of exceeding quotas, building pipeline and growing existing account base resulting in president’s club awards.

Salesforce system administrator, Connect and Sell power user and proficient user of Marketo, Act-On and social media applications.

Team leader with strong communication skills, excellent at multitasking, meeting deadlines, resolving issues, documenting and project management.

Ability to quickly understand go to market strategy and vision to ensure success.

Consciously remind myself to say in the present, filter out the noise, to accomplish priority tasks and reorganize my lesser priorities.

Continually setting targets to go from good to great never settling for status quo.

Quick comprehension and retention of industry information enabling the ability to apply what I've learned to the position.

Financial Executive

Resume

Paul R. Jones

32 Rambo Street

Office: (555) 555-5688

Home: (555) 555-8043

PRJ@ailine.net

North-East, Cr 444590

PROFILE:

Seasoned financial executive with a proven record in helping start up, small and medium sized businesses raise funds by developing business plans and models and grow by building and improving their financial operations and administrative functions which has included restructuring and work-outs.

Core competencies include:

Business Plans/Modeling

Controller/Treasury/Cash Management

Chart of Accounts and Accounting Services

Credit, Market, Operational Risk Management

Forensic Accounting

Due Diligence/Valuation

Investment Management

Documentation - Excel/Word/Quickbooks

PROFESSIONAL EXPERIENCE:

2000 – Present

Blue Island, LLC, Southport, Connecticut

President

Personal consulting company providing financial and strategic planning services for start up, small and medium sized businesses. Services include financial modeling, business plan development, setting up and maintaining accounting system and services, merger/acquisition activities, fund raising and Chief Financial Officer/Controller duties. Client base includes:

Client – eWay Direct, Fairfield, Ct

Finance Director

Brought in to provide management information tools for blast email marketing company – projections, metrics, take accounting function to the next level and provide variance monitoring and other tools to manage the business more effectively.

Client – Global Gas Turbine, Fairfield, CT

Consultant

Reconstructing books and records of specialty magazine to present to outside investors including acquisition partner.

Required restatement of financials to reflect proper GAAP accounting presentation; correct for handling of subscription revenue and publishing expenses.

Client – Impetus Capital, New York, NY

Consultant

Reworking financial model and plan for sports’ technology company. Needed to verify all contracts, revenue and expense assumptions, mechanical linkages and accounting assumptions. Discovered basic plan was flawed from an accounting assumptions point of view and basic mechanical linkages. Depreciation and amortization assumptions and calculations were incorrect; revenue was grossly over stated, handling of revenue share with clients was incorrectly calculated and accounted for and staff levels incorrect. Restructured and validated all the numbers and assumptions to enable firm to start road show to obtain funding.

Client – eTouches, Inc., Ridgefield, Ct

Chief Financial Officer

Restored financial order to SAAS company in the meetings’ and events’ industry enabling it to raise $1.75mn in new equity. This required major effort as Company’s financial books and records had been neglected and needed to be restated/recreated for a 2 year period. Company had not files taxes for two years in either US or UK; employee withholding taxes had not been paid in either US or UK; 401(k) plan was in danger of being declared invalid with employee loans in default; insurance programs both medical and commercial were either cancelled or in process of cancellation. Needed to work with banks and other creditors to restructure and reorganize outstanding amounts which were unpaid and had legal action threatened.

Client - QBE the Americas, New York, New York

Senior Financial Consultant

Reconciliation of client books and records of Praetorian Financial Group, a multi billion dollar reinsurance company, so it could be integrated into the books and records of QBE Americas, a major international reinsurance company that acquired Praetorian. Covered 20 multi-million dollar insurance programs requiring work across several divisions and developing reports.

Client - Palisades Pictures Entertainment Group, New York, New York

Chief Financial Officer

Start up specialty finance company providing marketing and funding services to independent film distributors. Organized, managed and controlled the administration and financial operations on day to day basis as Chief Financial Officer. Developed business plan and financial model to raise initial funding of $2.5mn; set up office facilities, accounting system and treasury operation; responsible for relations with banks, accountants and lawyers as well as member of loan committee.

Client - MARKETDATAINSITE, New York, New York

Senior Vice President, Chief Financial Officer

Start up company providing a SAAS back office, outsource solution for the administration and management of market data at financial institutions. Developed business plan and financial model to raise initial funding of $1.0mn. Organized, managed and controlled the administration and financial operations on day to day basis as Chief Financial Officer including relations with banks, accountants and lawyers.

Client - USUCCEED INC, New York, New York

Chief Financial Officer

Internet start up clothing and content company. Developed business plan and financial model to raise initial funding of $1.0mn. Set up physical office. Organized, managed and controlled the administration and financial operations on a day to day basis as Chief Financial Officer. Also involved in evaluating supply chain services.

1994 – 1999

BEAR, STEARNS & CO. INC. New York, New York

Managing Director - Global Credit Department

Manager Hedge Fund Group (formed 1997)

Responsible for all credit assessments and approvals for leveraged professional investors which included hedge funds, mutual funds, special purpose entities, pension funds, individuals and municipal borrowers. Managed 5 people overseeing in excess of 200 counterparties across all products including derivatives, futures, options, fx and repos. Responsible for policy manual, documentation and compliance.

1989 – 1994

AIG FINANCIAL PRODUCTS CORP., Westport, Connecticut

Vice President - Credit Officer

Oversaw book of $85 billion in derivatives and $5 billion in Assets. Swap book consisted of interest rate, cross currency, commodity, municipal and equity transactions. Asset portfolio consisted of private placements, publicity traded bonds and notes. Counter parties and borrowers consisted of Domestic and Foreign Banks, Insurance Companies, Domestic and Foreign Corporations, Investment Banks and Special Purpose Vehicles. Active counterparty/borrowers numbered approximately 75. Periodic assignments in London and Paris offices. Approval process included educating marketers in structuring and credit enhancing techniques.

1975 - 1989

IRVING TRUST COMPANY, New York New York

Vice President

Completed training program and was involved with lending activities to banks, corporations and large syndicated loans. Assignments in New York, Australia (Representative and Director on Board of merchant bank) and Japan (Deputy General Manager of Branch with 120 employees). Extensive travel in Asia.

Education and Affiliations

M.B.A. Northwestern University, Kellogg School of Management - Finance & Accounting Majors: Dean’s List

B.A., Amherst College - Economics and English Majors: cum laude

Licenses Series 7 and 63; New York Real Estate

Affiliations English Speaking Union, Asia Society, Tryall Club Jamaica,

Visiting Nurses Association, Achilles Track Club

Account Executive

Verbal Khindy

Account Executive: Mont Pleasant, LLC

Austin, TX

Work Experience

Account Executive

Mont Pleasant, LLC

Austin, GA

February 2011 to Present

    Received promotion to Account Executive in October 2014

    Responsible for controlling a $2 million budget in marketing services

    Manage day-to-day client communications

    Handle new project requests for clients including: Walmart Foodservice and Meat and Livestock Super C.

    Develop, manage and execute numerous integrated marketing campaigns that include: advertising (print and online), tradeshow/event support, e-communication, and public relations

    Plan, execute, and manage the media buy/ad development process for clients

    Collaborate with clients in the development of their marketing plans

    Plan, execute, and represent the client at over 30 industry tradeshows and events each year

    Assist Account Director with qualifying and follow up of new business opportunities

    Manage members of the Summit Food, Nutrition, and Beverage team

    Assistant Account Executive

Mont Pleasant, LLC

Austin, TX

June 2009 to January 2011

    Act as the day-to-day liaison for clients

    Execute numerous integrated marketing campaigns that include: advertising (print and online), tradeshow/event support, e-communication, and public relations

    Plan, execute, and represent the client at over 30 industry tradeshows and events each year

    Manage the design and development of print and online advertising placements

    Supervise/mentor members of the Summit Food, Nutrition, and Beverage team

    Manage the Mount Pleasant Group internship program for the Austin office which includes up to four interns each summer

Interactive Media Coordinator

Click Value Media

Norridge, Il

July 2008 to January 2011

    Tasked with managing and executing the social media content calendars for numerous clients including: Uncle Benz, Log Murphy's, and Diary Q.

    Collaborated with clients in the development of their digital marketing plans

    Appointed to manage new and existing relationships with key vendor partners

Marketing Services Intern

Mont Pleasan, LLC

Austin, TX

May 2005 to July 2008

    Worked as a member of two separate account teams (Marketing Services and Coca-Cola)

    Assisted in the creation of the 2006 Coca-Cola Holiday Promotional Product Catalog and the 2008 Coca-Cola Promotional Calendar

    Acted as the in-house liaison for the creation of the promotional materials for the Make-A-Wish Gala for both the Texas and Florida Chapters

Education

Bachelor of Arts in Integrated Strategic Communication

University of St. James,

Jamaica

2011

Skills

Media Planning/Management, Event Planning/Management, Social Media Marketing Reporting, Market Research, Public Relations, Adobe Photoshop, Team Oriented, Project Management, Client Management

Account Executive

Norma Marbella

Spanish Speaking Sales Representative Looking To Relocate To Palatine, Il.

Work Experience

Account Executive

Account Development Representative Rubik Software

Glenview, IL

April 2014 to Present

Create and qualify leads from campaigns to schedule for product demonstration with Account Executives. Conduct research on pre-qualified and non-qualified leads to obtain additional information regarding product fit.

Identify and contact registered attendees of Rubik sponsored events and schedule them for product demos. Contact non attendees to set up a private demo with an Account Executive.

Call behind marketing campaigns to gain prospective clients interest and qualify them for product demonstrations for Account Executives. Work with Account Executives to conduct regional specific outreach projects.

Technical Support Representative Rubik Software

Account Development Representative Rubki Software

May 2012 to March 2014

Providing support and service for all customers, including providing answers to questions, resolutions to problems and general assistance for the day-to-day of Rubik's services via telephone and email correspondence with customers.

Troubleshooting and documenting software operational issues and technical issues. Escalating unresolved issues with thorough documentation a required, maintaining ownership of issue through resolution. Providing customer service through friendly, professional responses.

Achieve client satisfaction by ensuring required response time and resolution times are met. Rapid response to support client issues and reporting of bugs/issues and feature requests via appropriate tools. Performing troubleshooting and ad hoc testing, as well as introduction calls with new customers to prepare them for upcoming training.

Retail Sales Consultant

AT&T

Pasadena, TX

June 2004 to May 2012

Multi-task in a fast-paced environment, educating and engaging customers through impressive product demonstrations while providing prompt and courteous customer service to all.

Trained new employees on Opus POS system while troubleshooting Apple, Blackberry, Windows and Android software devices. Technical experience installing software, troubleshooting and setting up emails, restore and resetting software and adding updates and upgrades to mobile wireless devices.

Possess competitive spirit to achieve monthly sales goals, stay up-to-date on the latest technology and devices, understanding customers' needs. Excel in interpersonal, collaboration and problem solving skills.

Skills

Salesforce, Outlook, Word, Excel, PowerPoint

Effective communication skills, attention to detail and accuracy, ability to multi-task/team oriented, decision making skills as well as problem solving and analytical skills. Outstanding customer service skills as well as 10 years of experience as an intermediary between multiple parties. Spanish Speaking. Over 8 years sales experience.

Education

Bachelor of Arts in Speech Communication

University of Florida

Miami, Fl

May 2003

Incarnate Word High School

May 1995

Links (Facebook, Linkedin)

CV Sample: Finance Manager

Work Experience

Finance Manager / Controller

Euromoney Institutional Investor

New York, NY

March 2006 to May 2016

(a media company providing information services to the finance industry)

    Managed monthly financial close process including variance analysis and commentary.

    Provided guidance and support to Chairman on strategic planning and presentations.

    Developed new business plans and suggested ideas on potential new revenue streams.

    Automated systems resulting in massive time savings as well as increased functionality.

    Collaborated with sales directors to track and meet targets.

    Reviewed all client contracts to determine proper revenue recognition and legal terms.

    Performed due diligence and was point person for entire integration of new acquisition.

Controller - Information Management Network (a division of Euromoney Institutional Investor)

    Managed all financial functions including reporting, payables, receivables, and payroll.

    Initiated monthly forecasts, cost controls, and reconciled intercompany accounts.

    Designed and automated control systems, best practices, and cost-saving measures.

    Integrated customized revenue software with accounting system.

    Provided all supporting schedules necessary for sale of IMN to a public company.

Manager of Marketing and Finance

Miramax Film Corporation

June 1999 to March 2006

Responsibilities

(a movie studio division of The Walt Disney Company)

Manager of Marketing and Finance (Jan 2000 - March 2003)

    Managed the marketing budgets for a domestic release slate of up to 40 films per year.

    Served as financial liaison for the Academy Awards and Golden Globes campaigns.

    Responsible for revenue recognition and billing of newly created television unit.

    Developed models to establish spending parameters to prevent unauthorized spending.

Senior Accountant (June 1997 – June 1999)

    Created automated systems to track writer payments and international receivables.

    Reviewed soundtrack royalty statements for appropriateness.

    Reduced vendor costs through negotiation and consolidation.

    Responsible for all daily cash and closing journal entries.

Accountant

The Imago Recording Company

New York, NY

November 1993 to May 1997

(a boutique recording company)

Responsible for all aspects of the accounting department.

    Served as Health Insurance Plan Administrator and Payroll Administrator.

    Calculated and prepared artist, writer, and mechanical royalty statements.

    Instituted system to monitor, control, and classify the flow of inventory.

    Assisted in promotions and sales.

Education

Bachelor of Business Administration in Accounting

Hofstra University -

Hempstead, NY

1991

TECHNICAL SKILLS

    MS Word, MS Excel, MS Outlook, Quickbooks.

    Various custom-built accounting, sales, payroll, and budgeting systems and databases.

Finance: High Ranking Position

Maurice Richard, CPA, MBA

2612 Notre-Dame Ave • Obama City • 555.222.7145 • cityobmaurrich@gmail.ra • LinkedIn

Performance-driven financial strategist with accomplished 25-year record of success in delivering strong controls, and continuous process and reporting improvements to guide management in executing effective revenue-building and cost-saving initiatives. Innovative approach to assessing needs and crafting solutions; recognizing problems as opportunities for implementing change and enhancing customer satisfaction. Empowering leader, efficiently coordinating multiple tasks while mentoring high-productivity staff in production of precise and timely financial statements to meet all regulatory guidelines. Master of cutting-edge technologies and accounting/finance applications.

 Proven expertise in:

    Financial Leadership & Oversight

    Financial Analysis / Forecasting

    Team Building / Staff Leadership & Training

    Technology / Automation Initiatives

    Budget Development / P&L Accountability

    Cost Accounting / Control

    Financial Statements / Reporting

    Hyperion HFM, COGNOS, PeopleSoft

    GAAP, SEC, & SOX Compliance

    Contract Negotiations

    Audit Procedures / Internal Controls

    Working Capital Optimization

    Cash Flow / Treasury Management

    Operational Accounting

Professional experience

Solutions BRC, inc – New York, NY

Controller 2009 to Current

Played a pivotal role in establishing the long-term strategy of the fast-growing and profitable software company.

Partnered with Executive Chairman and guided the organization through the phase of rapid growth. Leaded strategic planning, finance, accounting, tax, legal and administration.

Provided operational support for key areas of the business including business development, account services, product, technology, etc. on topics ranging from pricing to business planning to operating model.

Key Contributions:

Successfully converted  $600,000 Sales Tax Warrant  into $150,000 refund by restating Sales Tax returns for prior years.

Improved billing accuracy timing and reduced number of staff members by changing billing process.

Implemented new Payroll and HR software .Boosted departments productivity, accuracy, and reduced number of staff members.

Negotiated favorable financing terms with banks and saved over $200,000 in interest expenses.

Replaced benefit providers to improve Employee’s Benefit and reduce the cost. As a result, over $100,000 in annual saving and improved employees retentions.

Detected employee fraud by implementing new controls and procedures.

Leaded building purchasing, financing and renovation.

Negotiated multiple contracts to mitigate the company risks and reduce the costs.

Michel and Barack, Inc.– New York, NY (A Subsidiary of FED)

Assistant Controller 2003 to 2009

Acted in Controller capacity to ensure accurate and timely management, and regulatory reporting for premier full service live entertainment advertising and marketing agency.

Promoted positive work environment while orchestrating all aspects of periodic financial functions. Introduced new schedules and processes; established strong control procedures to reduce risk. Managed, trained, and mentored staff of three accounting professionals in meeting all deadlines. Collaborated with IT department on customizing multiple applications.

Reconciled foreign currencies and intercompany balances.

Compiled, prepared, and presented monthly statements to CFO.

Produced training manuals

Ensured adherence to GAAP, SOX, and SEC regulations.

Key Contributions:

Turned around financial operations to achieve one of the highest working capital ratios within FED improved A/R collections and A/P processing by optimizing processes, creating new daily/weekly procedures, and customizing accounting package

Boosted overall department productivity and consistently met deadlines for filing 24 different external reports each month, despite a staff reduction of 60%.

Converted accounting records for newly acquired company from cash based system to meet GAAP and SEC standards, integrating all records with corporate system.

Formulated original MS Excel schedules for managing capitalized leases, stock options, and fixed assets which were recognized for companywide excellence according to external auditing team.

Lumbago Enterprise, Boston, NY

Assistant Controller, 1999 to 2003

Proactively identified opportunities and devised cost-saving solutions for three divisions providing products and services in real estate, furniture, and men’s accessories with US70MM in annual revenue.

Performed and reviewed financial recordkeeping, budgeting, reporting, tax filing, and auditing procedures to recommend improvements for enhancing internal control and reporting practices. Processed royalty and commission payments to sales representatives and brand owners.

Provided constant monitoring of financial trajectory to controller and CFO with design and creation of budget and forecasting program that compiled accurate and timely data and trends.

Key Contributions:

Decreased cost of capital by applying research on latest accounting practices while assisting with preparation of presentations for external investors.

Education and credentials

Master of Business Administration (MBA) with focus in Accounting – Graduated with 3.8 GPA

Keller Graduate School of Management – New York, NY

Bachelor of Arts in Accounting

Certifications

CPA, Microsoft Certified System Developer (MCSD)

Professional Associations

American Institute of Certified Public Accountants (AICPA) – Member Computer Technologies

Hyperion HFM, PeopleSoft, Cognos, Citrix, Advantage Microsoft Dynamic, Crystal Reports, SAP, QuickBooks,

Microsoft Office Suite (Word, Outlook, Access, Excel - Macros, PVTable, and VBA)

Senior Accountant

Corona Medical Assessment Inc

Bayside, NY

Work Experience

Senior Accountant

Corona Medical Assessment Inc

Bayside, NY

October 2008 to Present

Prepare, review and analyse financial statements

    Prepare and present monthly reports.

    Book accruals, expense allocations and perform General ledger account analysis as part of the month end close process.

    Review bank statements and reconciling all discrepancies.

    Discuss with clients on a regular basis, addressing complains and resolving issues.

    Assisted and trained three staff accountants and reviewed their accruals and cash reconciliations.

    Performed complex balance sheet reconciliations and prepare and enter correcting entries.

    Dealt with all technical clients issues Investigate and reconcile discrepancies when they occured.

    Participated in and lead various projects as necessary,

    Complied with policies, procedures and standards at all times.

Full circle Accountant

Quitar Inc.

December 2006 to May 2008

Compilation of financial information and creation of financial reports

    Completed and submitted government reports

    Re-conciliated Accounts

    Prepared documentation to apply for bank loans and leases

    Prepared payroll reports

    Maintained all of the company's financial documentation

    Created and managed client's and vendor's accounts, entering invoices and bank transactions reconciliations

Education

Bachelor in Economics

University of New Hampshire

2001 to 2004

ADDITIONAL AREAS OF EXPERTISE

    Bank Statements, Reconciliations

    Paychecks, Stop payment

    QuickBooks, Simply Acc., Universal

    General Ledger

    Accounts receivable

    Accounts payable

    Journal Entries

    MS Office, Advanced Excel

    Business management

Senior Vice President of Finance

Work Experience

Senior Vice President of Finance

Daniel Fynn Group, LLC

Compton, CA

2011 to 2015

Reporting directly to the CEO, managed accounting, finance, and other corporate matters for an entertainment-focused advertising agency

    Participated in weekly meetings with senior management and executives to review  financial performance and discuss P&L variances from plan

    Managed cash flow, accounts payable and accounts receivable

    Reviewed proposed agreements and negotiated contractual terms with clients

    Prepared company's financial statements for bank review

    Worked with vendors to negotiate payment plans

    Processed payroll and accrued vacation, maintained employee files, and served as point person for queries related to compensation and employee and contractor agreements

    Managed relationship and correspondence with external CPA firm and reviewed completed tax returns

Vice President of Finance

Josua Mariotte Corp

2006 to 2011

Managed the accounting and business affairs departments of a film production and distribution company with a library of over 400 titles

    Responsible for the restructuring and turnaround of the accounting department that brought quarterly close from 10 days to 3 days and significantly increased accuracy of financial reporting

    Full general ledger responsibility on multiple entities, including trusts, partnerships, C corps, LLCs, a 501(c)3, and sole proprietorships

    Responsible for consolidating over 30 checking accounts and almost 80 investment accounts

    Responsible for quarterly and year-end close

    Oversaw production budgets and financing

    Responsible for cash flow management, income strategies, and cost management

    Forecasted sales numbers, cost projections and business opportunities

    Oversaw all banking issues and manage banking relationships

    Responsible for all forms of debt and asset accounts, letters of credit and mortgages

    Responsible for ledgers and banking at New Horizons' Irish studio

    Liaised with foreign producers and staff

    Significant experience with financing foreign films

    Assisted with tax preparation for federal and state income tax returns

Josua MariotteCorp

Compton, CA

Director of Accounting

1996 - 2006

Balanced intercompany accounts

    Recorded all transfers and deposits into Microsoft Dynamics GP

    Prepared internal and external profit participation reports, quarterly residuals for SAG and WGA and liaised with participants and unions

    Created profit participation statements from agreements and analyzed profit participation statements to ensure they were in line with incumbent agreements

    Completed debtor compliance documents (rent rolls, income statements, personal financial statements)

    Generated and analyzed due diligence material from both buyer and seller perspective

Coordinator of Business Development

Hakim, Ltd

1996 to 1997

Performed monthly bank reconciliations

    Maintained daily cash logs

    Tracked and updated investment portfolios

    Researched financial information, including due diligence materials, company valuations, profit and loss statements, income statements, balance sheets and disposition reports

    Analyzed and facilitated co-production agreements in Canada and at New Horizons' studio in Ireland

    Evaluated production budgets

Assistant

Hakim Ltd,

1994 to 1996

Researched and analyzed broadcast television ratings and cable ratings

    Created press kits, corporate profiles and press releases

    Developed ideas for movies

    Evaluated submission material

    Supervised shooting of pickups

    Supervised interns

    Handled special projects

    Coordinated various stages of production and post-production

    Evaluated music and film libraries

    Assisted with the restructuring of the development process

    Assisted in day-to-day operations of the company

    Proofread and commented on legal and financial documents

Education

Accounting

UCLA

2002 to 2012

B.S. in Economics

Boston College

1993

SKILLS

Microsoft Word, Excel, PowerPoint, Keynote, Microsoft Dynamics GP, Microsoft FRx.

Consultant in Financial Matters CV

Elina Tikhonova

Toronto AG, CPA

344 Richard St, Young,On 02555

Cell: 111 555 33353

Email: luna@gmoil.com

SUMMARY

Hands on professional with diversified experience from publicly traded and start up companies. Foundation built on 10 years of Big Eight public accounting and 11 years of Internal Audit experiences. Strengths are in financial reporting, complex consolidations for diversified business units, accounting for mergers and divestitures, and managing accounting operations for Corporate and Advertising Industries.

CURRENTLY CONSULTING

Toronto AG, a Healthcare and Marketing company. (8/2/08 to Present) Advised on conversion from Quickbooks to Workamajig a project based financial package. Set up corporate accounting structure of various operating properties, partnership interests, and public equity investments to form consolidated year end financials. A PR firm with a staff of 20 professionals. Reconstructed 2008-2012 financial data to reflect business units P&L reporting, financial metrics, tax basis financials and management reporting package.

VIA, IN INTERNET OPERATING AND HOLDING COMPANY

Established balance sheet at acquisition and maintained audit worthiness of all accounts. Reconstructed Deferred Revenue and Earned Revenue transactions at acquisition and established revenue recognition policies. Accelerated collection efforts of acquired receivables and provided allowances for impaired assets.

Managed cash flow activity, and set up tracking controls for credit card transactions to bank deposits.

Managed monthly close, year-end audits and assisted in quarterly Board of Director’s financial packages. Prepared bank debt compliance reports.

Rand Digital, Inc Lincoln, Illinois Corporate Controller 6/95 – 11/08

A public company with $1 billion in assets. The company was a holding company for its Internet Assets and Subsidiaries engaged in cable and satellite distribution of music and game show activities. LDIG was wholly acquired by its parent, Liberty Media Corporation, and closed its Los Angeles office in 2002.

    Built the accounting and treasury functions in New York City. Project required the development of a consolidation system (Hyperion) and a general ledger system (Platinum) to meet prompt financial reporting requirements of parent, the SEC and of bank debt covenants.

    Installed software for employee stock options accounting.

    Prepared GAAP financial statements with accompanying notes, SEC reports (10-K, 10-Q, Proxy, S-3 etc.), EPS calculations, earnings releases, “Edgar” filing, monthly management operating reports and variance analyses, bank debt compliance, yearly budget and cash forecast.

    Hands on management of general accounting, investment accounting, monthly closing and year-end audits. (Cash management, payroll, payables/receivables, asset roll forward schedules, and P/L variance analysis).

    Led the completion of accounting transactions related to investments and merger activities, as follows:

- Discontinued operations and divestiture of The Box and SonicNet to form a joint venture with VIA Networks

- Valuation of private investments; FAS 115 investments and equity investments; FAS 133 equity collars and interest rate swaps

- Merger of RTC Music with EWQ, a joint venture in music programming and cable distribution via cable and satellite.

EXPERIENCE IN CONSUMER ADVERTISING, AND PUBLIC RELATIONS

During the period October 1991 through June 1995, I held Senior Management Positions in the above entities taking ownership of general accounting, production and media client billing, collections, time reporting, cost accounting and client profitability analyses.

Led monthly closing processes and prepared monthly financials and SEC schedules for parent, management operating reports and variance analyses, year-end audit schedules and tax reporting packages.

I worked closely with the CEO in improving cash flow and meeting earnings target. We exceeded earnings target through tight control over staff hiring and introduction of client profitability to Managing Directors. Improved cash flow beyond year-end targets through efficient billing of time-based projects and OOP charges, and acceleration of media billings.

Alerted Managing Directors on over serviced clients and provided recommendations on revenue recovery for excess fees. Active involvement in new business contract and profitability reviews.

I led various projects, such as: migration of accounting systems from mainframe to AS400 based and PC based systems; development of client cost accounting and management reporting systems (Hyperion); client compensation reviews; development of business units profit and loss reporting.

I negotiated a loan borrowing for our operating needs and in addition to my finance responsibilities, I managed the employee benefits plan and office services.

Installed software for investment accounting (Advent). Managed accounting for real estate fund, public and private equity investments, and bond investments. Prepared SEC FOCUS quarterly reports; performance reports of managed funds. Participated in formation of captive Broker-Dealer operations. Acted as the company’s general and financial principal, as required by NASD.

Hired as an Audit Manager, then promoted to Controller by LM Ericsson. Built the accounting functions for its US divisions, the Cellular Group and the Public Switching Group, in Dallas, TX. Traveled extensively to Sweden, Mexico and domestically during this period.

Led installation of PC based general ledger system, engineering project accounting systems, financial consolidation system (MicroControl) for its USA subsidiaries. Managed accounting transactions related to: equipment leasing operations; financing of telecom equipment purchases from Europe; equipment inventories at various locations.

ORGANIZATIONS

Certified Public Accountant-New Jersey; AICPA

BS Commerce, Accounting Major, University of Alsina; 1985.

Insurance Broker

Caddo Mills, TX

October 2009 - February 2016

Responsibilities

    Quote insurance policies

    Provide superior customer service

    Process endorsements

    Review renewals

    Filing important documents

    In excellent standing with all insurance companies

    Internal new business auditor

    Internal trainer

    Scanning and attaching documents

    Reviewing faxes

    Answering a variety of questions, emails and phone calls a day

    Working on many different systems

    Proficient with Power broker

    Proficient with compu-quote

    Proficient with Microsoft word and office

    Proficient with excel

    Proficient with Intact, Wawanesa, Peachills, Aviva, Premier Marine, Travelers portals

    Efficient with Tam

Health Care Aide

Needham Broughton Health services

Needham Broughton

April 2006 – October 2009

Responsibilities

    Stock supplies

    Toilette and change patients

    Walk patients

    Bath patients

    Record vital signs

    Measure fluids

    Enter data to SCM

    Report on patients to their nurse

    Tidy patients rooms

    Assist patients in eating

    Assist nurse with dressing changes

Insurance broker

2001 - 2004

Responsibilities

    Cross selling insurance policies to clients

    Taking clients insurance claims

    Processing paper work

    Taking payments

    Constant use of computers all day

    Taking phone calls 20-30 per day or more

    Doing quotes for clients

    Working on Powerbroker and compu quote

    Writing policies

    Microsoft Outlook

    Working on Intact Savers - Sending endorsements to insurance companies

    The use of EZITV

    Using Aviva insurance portal

Formation

Insurance license en Insurance

Insurance -

Durango, NY

2006

Skills

Insurance sales, claims, customer service and patient care.

Certificates

Education & Related Skills

    2001- 2004 Quantico High School

    Grade 12, general studies diploma.

    Rosedale college for HCA certificate

    Typing 50-70 wpm, MS Word, Excel, and Power Point.

    Proficient learning of in-office software, able to multi-task and work efficiently without supervision. I have learned many different programs while in the insurance industry and healthcare as well as programs for fire reports on the fire department.

    Level 2 Insurance License.

    Emergency Medical Responder

    W.H.M.I.S

    Vehicle Extrication Certificate

    FF1- BA Certificate

    FF2- Certificate

    First aid, CPR with defibrillator cert.

    Hazmat Awareness

    H2S certified

    Confined space certified

    CSTS Certificate

    TDG Certificate.

Independent Insurance Broker

A full time position in the field of administration and customer service.

Work Experience

Independent Insurance Broker

1997 to Present

Educate potential clients regarding long term care insurance via telephone, internet, face to face as well as seminars and conferences.

    Sell long-term care insurance products to individuals, families and corporations.

Customer Service Associate

Merry Linch

Anaheim, CA

2011 to 2016

Responsible for providing positive customer experience to all Pier 1 shoppers.

    Responsible for sales, merchandising and stocking of products in store.

Marketing/Administrative Assistant

Dr. Lon Chiropractic

Rancho Palos Verdes, CA

April 2007 to September 2011

Initial contact person for patients. Coordinated flow of patients for chiropractor.

    Created, updated and filed patient medical information.

    Prepared invoices, accounts receivable and additional administrative duties for patients.

    Coordinated marketing materials, marketing mailings as well as follow up with patients.

    Responsible for entering patient information in data base and updating on regular basis.

    Answer all incoming phone calls, respond to inquiries as well as manage scheduling of new and returning patients.

Commercial Account Executive

Chicago Fire Department

2004 to 2006

Generated sales volume of over $600,000 with 3000 commercial accounts by persistently marketing ADT security services to extensive client base.

    Collaborated with national accounts, including Old Navy, Gap, Quiznos, and Von's/Safeway to effectively resolve client security issues.

    Managed extensive security installation projects for commercial buildings over 6,000 square feet.

Executive Personal Assistant

Exmo Financial

2002 to 2004

Managed multiple businesses, including a real estate, lending and investment company.

    Assisted with the development coordination and marketing of educational seminars.

    Worked with bank to arrange financing, formed multiple LLC companies for Outlook Financial.

    Composed casual and formal correspondences for business clients, coordinated business and travel arrangements.

Adoption Advisor

Law Center

2001 to 2002

Recruited adoptive families throughout the USA, generating over $425,000 by developing healthy, trusting relationships with over 50 clients.

    Utilized effective oral and written communication with clients and key personnel involved to solidify healthy adoption for families and birth mothers.

    Collaborated with attorney's, social workers, state departments and hospitals nationwide to facilitate successful adoption process for birth mothers and adoptive families.

Family Service Counselor

Barry Memorial Center

1992 to 1999

Compassionately assisted families with decisions for arrangements to commemorate the life of their loved ones.

    Achieved recognition by management for providing highest quality of support, service and assistance to families.

    Marketed extensively with senior service providers, surrounding communities as well as business organizations in order to generate referrals for funeral arrangements.

Marketing Director

Barry Insurance Agency

1990 to 1992

Recruited, managed and trained over 300 brokers nationwide in the long-term care insurance industry for prominent general agency.

    Collaborated with national sales directors of leading carriers, including Genworth, John  Hancock, Transamerica and Metlife to develop cost effective marketing strategies.

    Responsible for increasing sales volume and earning title of number one general agency by Transamerica.

    Presented seminars nationwide as well as marketed insurance products at industry conferences.

    Marketing strategies included developing lasting partnerships with long-term care facility administrators, insurance brokers, financial planners, attorneys, caregivers, physicians, social workers, senior services and the medical community.

    Responsible for preparation and presentation of marketing materials, underwriting, reporting and record management.

Education

Teaching Credential.

Realtor - Self Employed

Work Experience

Lab Instructor

UNLV

Las Vegas, NV

May 2010 to Present

Responsibilities

Teach and instruct in biology and anatomy/physiology subject matter and lab techniques

Skills Used

Diverse laboratory techniques

Realtor

Self Employed

Las Vegas, NV

September 2004 to Present

Desert Willow Treatment Cntr Mental Health Tech

September 2002 - Present

Commercial Fisherman

Fields and Sons

Kodiak, AK

April 2001 to October 2001

Kelly Scientific

November 1999 to April 2001

Mead Johnson Analysis of in process

Resident Care Provider

Pine Rest

Cutlerville, MI

May 1997 to January 2001

Mentoring and discipline

QS Lab Technician

Manpower Technical

May 1995 to April 1997

Perrigo Pharmaceuticals Analysis of raw materials

Education

Ph.D. in Molecular Biology

University of Nevada Las Vegas - Las Vegas, NV

June 2010 to Present

B.S. in Biology

Grand Valley State University

May 1999

Additional Information

Laboratory Skills

PCR

Microbiology

Anaerobic microbiology

Genomics

Genomic annotation

Genome scaffolding, finishing

Whole genome alignment

Genome assembly

Cloning

Bacterial transformation

Fluorescence Microscopy

DNA, RNA isolation

Nanodrop

UV, IR spectroscopy

Cl/I Autoanalyzer

Multiplex Universal Primer PCR

Electrophoresis

Titrations

Water Analysis (turbidity, Dissolved O2, pH, conductivity)

ICAP (minerals ppm)

Spectrophotometer

FCC/USP tests

GMP/FDA Documentation