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
