Resumes in Finance Positions
- Finance Manager CV
- Resume: Finance, Audit
- Senior Financial Analyst
- Incentive Planning Analyst
- Financial Analyst
- Financial Analyst CV
- CV - Financial Analyst
- Senior Manager of Finance & Business Development
- Finance Operations Manager
- Financial Analyst - Corporate & Investment
- Financial Intelligence Analysis
- Financial Analyst
- Financial Analyst - Business Administrator
- Finance Director CV
- Financial Professional Resume
Finance Manager CV
JACK CARTER, CMA
SARAH ST
EUREKA, NJ 55552
(55) 555-3254 - carterEureka@yo.com
PROFESSIONAL SUMMARY:
Experienced Accounting Professional with comprehensive background including general accounting as well as internal and external financial reporting. Experience includes system conversions, consolidation, internal and external reporting, budgeting/forecasting and analysis; predominately within the Financial Services Industry. Ability to focus on GAAP as well as NON GAAP reporting issues such as FASB and IFRS pronouncements.
EXPERIENCE:
Global Corp., Eureka, NJ 2/2019 – present
Interim Finance Manager
Consolidation of domestic and international affiliates - and external/internal financial reporting.
Under direction of CFO – identified and accounted for transactions pursuant private equity acquisition.
Recreated GAAP consolidated financial statements from scratch.
Project lead for Hyperion system implementation
Responsible for P&L forecast – and all budgeting.
Saturn FINANCIAL, Eureka, NJ 1/2002 –1/2018
Sr. Managing Director / CFO
Analyzed financials (10-K, 10-Q), news releases and related documents of public companies. Completed industry research and accounting coverage publications for institutional clients – utilized EXCEL to forecast P&L and Cash Flow of targeted companies.
Managed entire accounting function for Copell Financial. Implemented cost saving methodologies that cut monthly operating expenses by 20%.
Spearheaded 2011 merger between Saturn Financial and a Florida, FL investment firm.
Negotiated financing with private investors for working capital – and agreements with outside consultants to attract investors.
ACCOUNTING CONSULTANT 11/2000 – 2/2006
THE BLACKSTONE GROUP, New York, NY 9/1998 –10/2000
Accounting Manager – Financial Services Division
Directed monthly general ledger close of parent entity and Broker Dealer Subsidiary.
Succeeded in reducing month-end close from 5 to 3 days.
Completed quarterly consolidated financial reporting package - and focus report.
Monitored outside investments separate from private equity.
SPEAR LEEDS & KELLOGG, New York, NY 11/1991 –8/2000
Manager of Financial Reporting – Financial Services Division
Directed monthly general ledger close and related reconciliations – part of team that reduced month-end close cycle.
Completed quarterly consolidated financial reporting package to the SEC.
PROFESSIONAL ACCOUNTING ENGAGEMENTS 11/2000 –2/2006
Spectacles Group, XXXXX
Financial Reporting Consultant
Schedules, commentary and support documentation for required quarterly reporting to the SEC as well as various statutory entities
Updated month-end close documentation pursuant to Sarbanes-Oxley
UNO BANK INTERNATIONAL, San Francisco City, CA
Accounting Consultant –Financial Reporting Group
Monthly/quarterly P&L and Balance Sheet to parent in the UK.
Prepared and generated financial reports to the Federal Reserve and other regulatory agencies.
Spearheaded conversion from British GAAP to International Accounting Standards (IFRS) for financial reporting purposes. Referenced IFRS guidelines.
Facilitated documentation of accounting policies and procedures and desktop procedures.
DUPONT, Ontario, Canada
Accounting Consultant – Corporate Controllers Division
Completed de-consolidation of Dupont’s P&L and Balance sheet for Tax Department initiative.
Mains, Albay, NY
Team Lead: GL Reconciliation Project – conversion to ORACLE
EDUCATION:
DREXEL UNIVERSITY, Philadelphia, PA
5 year program in Accounting - BS/MBA
COMPUTER/TECHNICAL SKILLS:
Hyperion, Excel, and M&D, Solomon, Oracle, Quickbooks, and SAP general ledger packages.
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| Finance position needs good fighting skills. Photo by Elena |
Resume: Finance, Audit
MALIBOU E. XPRESS
998 Nutrition Ave., Apt 4A • Brooklyn, NY 55555
Cell: 555-555-8433 • malibouexpress222@grail.com
Accomplished senior financial professional and CPA with exemplary experience and success in partnering finance with business development objectives to drive continuous revenue and profit growth. Expertise in finance and accounting, financial planning and analysis, administration, controls and procedures, due diligence, budgeting, and forecasting. Effective blend of solid strategic planning and general management skills enhanced with MBA. Persuasive communicator and influencer with leadership capabilities.
Finance Management • Financial Analysis • Business Forecasting • Budget Forecasting • Strategic Planning • SAP
P&L • Audits • Budget Control and Administration • Risk Management • General Ledger • Startup Ops • AP / AR
International Business • Internal Controls • Staff Management • Great Plains • Navision • Mas-90 • QuickBooks
PROFESSIONAL EXPERIENCE
Marilyn Monroe Holding, New York, New York • 2008-2013
Provider of financial, accounting, and tax services to wide range of clients.
Principal
Lead delivery of financial, accounting, and tax services to clients.
Direct staff of 20 financial consultants.
Record and track recoupable expenses; establish and maintain cash controls.
Prepare due diligence for clients during venture capital raises.
Manage all aspects of business, including negotiation of contract terms, project scope, and client management. Direct delivery of full range of services including preparation of royalty statements, financial reports, weekly cash flow statements, balance sheets, and income statement analyses.
Implement SOX requirements.
Prepare financial statements and footnotes for outside auditors.
Prepared Form 10-K and 10-Q for several clients listed on the Nasdaq
Uncovered multi-million dollar fraud.
Saved several client hundreds of thousands of dollars by developing and implementing budget system to drive fiscal efficiencies and improvements.
RayEcoute, St-Eustache, Quebec • 2006-2008
Consumer products company; produces and sells teeth whitening systems, toothpaste, and other oral health care products; $30 million in annual sales with 20 employees.
Controller
Managed day-to-day activities of accounting department with staff of 3, including assistant controller, senior accountant, and AP/AR clerk.
Administered company-wide budget of $12 million.
Led all accounting, budgeting, cash controls, financial planning and analysis, and financial reporting.
Prepared departmental budgets; reconciled general ledger accounts.
Reviewed fiscal operations to ensure integrity, accuracy, and control of data. Served as primary interface with contracted accounting firm.
Ensured critical compliance with financial legislation, policies, and procedures.
Prepared and delivered monthly and weekly financial reports for upper management and Board of Directors.
Consulted on operational, human resources, and financial information and strategies to senior leaders. Reported to CFO.
Located sources of capital raise and assisted in negotiation of company’s valuation.
Uncovered fraud by initiating and implementing fiscal controls.
Nutrition INC., St-Eustache, Quebec • 2003-2006
Provides restoration, refinishing, conservation, and maintenance services to architectural metal, stone, and woodwork in buildings; annual sales of $80 million in sales with 175 employees in 16 regional divisions.
Controller
Served as senior finance executive with full strategic and operating management responsibility for finance and accounting department.
Produced and managed company-wide annual budget of $100+ million.
Led staff of 8 direct reports, including assistant controller, cash manager, 3 senior accountants, 4 junior accountants, payroll manager, and AR/AP clerk, and 12 regional office manager indirect reports, in all financial planning, financial analysis, and accounting functions.
Prepared annual budgets for each division as well as corporate office.
Participated in strategic planning to drive company growth and profitability; provided critical financial perspective on business decisions.
Drove long-range financial planning activities.
Collaborated with CEO in identification of new products and office locations; performed related cost benefit and ROI analyses.
Delivered financial reports and internal audit findings to Board of Directors. Reported directly to CEO.
Prepared tax returns for S-corporations, limited liability companies, corporations, partnerships, and high net-worth clients. Participated in financial, operational, and tax audits; specialized in fraud cases. Prepared pension returns and quarterly payroll tax returns.
Played key role in uncovering multi-million dollar Medicare fraud by working with GRC.
Exposed 15-year long fraud by implementing controls for client.
Captured several million of dollars in tax savings by discovering errors on tax returns of several clients.
Imperial Tobacco, Montreal, Quebec • 1998-2003
Tobacco products company
Auditor
Conducted financial, compliance, and operational audits on Philip Morris contracts.
Prepared financial and operational reports for review by senior management.
Interfaced with outside accounting firm. Identified internal control weaknesses and opportunities for improvement.
Introduced new controls on award of contracts.
Reduced fraud by introducing new controls on how tobacco was weighed.
EDUCATION
Ph.D. in Mathematics
McGill University, Montreal, Quebec, Canada
Master of Business Administration in International Business Finance
Duke University, Durham, North Carolina
Bachelor of Science in Accounting
Bachelor of Science in Mathematics
Montreal University, Montreal, Quebec, Canada
PROFESSIONAL CERTIFICATIONS
Certified Public Accountant (NY, & NJ)
Certified Fraud Examiner
Certified Internal Auditor
Senior Financial Analyst
Work Experience
Senior Financial Analyst
Mitsubishi Motors Credit of America
Cypress, CA
December 2011 to Present
Cypress, CA
Captive finance company that provides a full range of financial products and services to Mitsubishi retailers and their customers nationwide.
Senior Financial Analyst
Develop and update assumptions in lease pricing model to determine rates for subsidized and non-subsidized consumer leases and recommend pricing strategies
Analyze & interpret financial impact of pricing changes and report results to senior management
Oversee and manage the annual and quarterly lease portfolio budget including updating underlying pricing assumptions
Perform month end close analysis on major P&L line items to identify errors and explain variances to budget and past performance and present analysis to management
Monitor and report competitive and industry benchmarks to senior management
Prepare inventory valuation analysis
Assist in preparing year-end schedules for audit
Create and document standard operating procedures for role responsibilities
Prepare ad-hoc reports as requested
Senior Financial Analyst
Amonix Inc
Seal Beach, CA
May 2010 to June 2011
Seal Beach, CA
Amonix is the leading designer and manufacturer of concentrated photovoltaic (CPV) commercial solar power systems.
Senior Financial Analyst
Responsible for cash reconciliation, international financial reporting, monthly financial analysis and SG&A budget preparation
Present detailed budget vs. actual variance reports and findings to senior management
Increased accuracy of financial reports through extensive account analysis
Review monthly budget vs. actual department expenses with department leaders
Assist in financial statement preparation for monthly close
Prepare international financial reports and backup for intercompany invoicing
Meet with senior executives to compile and complete annual SG&A budgets
Assist in developing corporate travel & expense policy
Reconciliation of cash account and daily cash monitoring
Provide financial analysis for business development group for project sales
Prepare loan borrowing base calculation
Assist in transition from Epicor to Oracle accounting software, including testing
Ad-hoc reporting for restructuring effortRecruiter
July 2009 to April 2010
Accountable for sourcing, interviewing and hiring all employees (non-exempt & exempt) and team building.
Manage applicant tracking system (Taleo), including posting new requisitions and ensuring candidate status is updated on a timely basis
Prepare weekly requisition report providing management status of all open positions and activity
Review resumes and credentials for appropriateness of skills, experience and knowledge in relation to position requirements.
Pre-screen candidates and present most qualified individuals to hiring manager
Handles the use of outside agencies and negotiates contract rates
Manages the presentation, selection, offer, negotiation, closing, and administrative components involved in full lifecycle recruiting.
Account Executive
Robert Half Management Resources
Torrance, CA
February 2008 to July 2009
Torrance, CA
Robert Half Management Resources is the world's premier provider of senior-level accounting, finance and business systems professionals on a project and interim basis.
Account Executive
Responsible for business development, client negotiation and candidate recruitment and sourcing
Proactive recruiting and interviewing of senior level finance & accounting professionals
Developing & increasing client base by marketing, cold calling, and conducting visits/ presentations with senior level hiring managers to understand staffing and business needs
Coordinating and filling job orders, providing placement of best fit candidate in relation to clients' needs and requirements.
Managing the full-cycle recruiting process from job order analysis, candidate sourcing, screening and interviewing, compensation negotiation, closing candidates and offer presentation.
Extensive candidate sourcing through internet leads, social networking sites, associate referrals, direct recruiting, competitor research and user groups.
Senior Financial Analyst
Northrop Grumman Corporation
Redondo Beach, CA
January 2007 to February 2008
Redondo Beach, CA
Northrop Grumman is a premier developer, integrator, producer and supporter of manned and unmanned aircraft, spacecraft, high-energy laser systems, microelectronics and other systems and subsystems critical to maintaining the nation's security and leadership in science and technology.
Senior Financial Analyst
Manage accounting closeout of government & commercial contracts
Act as liaison between company & (DCAA) on contract issues
Manage final accounting closeout of over 500 contracts
Train staff on weekly billing of over $1M per week using SAP/R3 software
Prepare monthly excel reports to management on contract status
Conduct monthly meetings with division & accounting to resolve outstanding closeout issues
Review intercompany closeout packages
Senior Financial Analyst
J.F. Shea Co., Inc
Walnut, CA
June 2005 to December 2006
Walnut, CA
One of the oldest and largest privately held operations in the country, the J.F. Shea Co., Inc. has earned a prominent position among construction and homebuilding companies.
Senior Financial Analyst
Prepare financial analysis helping management make key business and cost saving decisions
Assisted in creating & overseeing inventory report allowing management to control starts and save over $10M in direct costs
Projected sales trends which led to over $45M of cost savings
Streamlined and automated monthly cash flow process for corporate and eight divisions
Managed and forecasted corporate G&A budgets
Prepared G&A variance analysis for corporate cost centers
Created ad hoc reports as requested by senior management
Prepared all senior management financial presentations
Developed management tools to measure and analyze financial data
Analyzed market data and prepared competitor comparisons
Business Analyst
Calandev, LLC
San Jose, CA
May 2002 to May 2004
Responsible for researching and analyzing potential new land purchases
Prepared financial support of current projects
Assisted in managing project costs
Analyzed financial feasibility of new acquisitions
Expedite entitlements by working with government agencies
Mortgage Consultant
San Jose, CA
September 1999 to April 2002
Implemented and established new customer database with over 150 clients. Managed a monthly pipeline of over $3M
Profiled and interviewed potential clients
Performed initial loan underwriting
Tax Senior Associate
PricewaterhouseCoopers, LLP
San Jose, CA
November 1997 to September 1999
Managed a team of four associates performing corporate tax work. Prepared tax returns and tax consulting for technology clients with over $20M of taxable income
Consult technology clients on tax implications of existing and proposed business opportunities
Author tax technical memorandum documenting positions taken by the firm
Identify potential issues during planning stages of tax compliance work
Acted as liaison between client and the firm on client issues
Interviewed clients to identify qualifying research & development activities for tax credits
Calculated research & development credits resulting in over $30M of tax savings
Prepared supporting analysis and negotiated research & development credit with IRS
Incentive Planning Analyst
To obtain a challenging position where I can utilize my extensive skills and broad experience in the field of Finance.
Work Experience
Sr. Incentive Planning Analyst
Tustin, CA
October 2006 to Present
Worked with Sales Operations and Finance teams on restructuring Sales Incentive Plans across all Sales groups based on changing business needs, for example, introduction of new products, mergers and acquisitions, etc.
Updating Oracle Incentive Compensation with any changes/updates to Sales Incentive Plans.
Put together documentation for processes and policies related to Sales Incentive Plans including Terms and Conditions, Bonuses & Guidelines.
Coordinated the approval and distribution of all Global Incentive Compensation documents.
Worked with Legal to ensure all documents are legally defensible and in line with local labor laws and other requirements, both domestically and internationally.
Supported Finance with research and resolution of employee Sales Incentive Plan issues and commission/bonus policy inquiries.
Documented system improvement solutions and provided feedback to the supporting IT team.
Developed and maintained formal, standardized templates to present all information in a consistent manner.
Supervised summer interns and junior Incentive Planning Analyst and participated in the training of all new team members.
Sr. Financial Analyst
Symantec
August 2003 to September 2006
Promoted to Sr. Financial Analyst to support the Australian sales teams.
Managed headcount and tracked budgeted headcount versus actual using Business Objects XI.
Assisted with quota setting and the preparation of the annual sales expense budget.
Performed Monthly sales spending forecast and variance analysis versus plan using Hyperion Planning.
Provided guidance to the Sales VPs and Sales management team with regard to current expenditure.
Responsible for coordinating the New Zealand entity setup and monitoring progress as the project manager.
Updated and distributed weekly pipeline and attainment dashboard reports to sales management teams.
Reviewed and uploaded multi-year sales bookings into the revenue reports.
Tracked top opportunities in Salesforce.com during the quarter-end close process.
Worked with sales management to resolve commission issues, reconciliation of deals and territory/split adjustments.
Reviewed and approved monthly commission reports prior to payroll submission.
Responsible for training and mentoring of junior Financial Analysts.
Compensation analyst
Supported all sales reps and managers in the Americas sales team (West Field Sales & Emerging Channels) with their monthly commission calculations.
Updated Oracle Incentive Compensation with monthly headcount, quota, and mapping changes.
Assisted Area VPs, Sales Management and Account Executives with commission and revenue-related questions.
Pulled monthly HR Business Objects Reports, updated and distributed to the Commissions Team.
Communicated with HR on sales team status changes including new hires, terms and transfers.
Work in direct contact with the Sales Finance team to analyze and update quota and mapping changes.
Accountant
First National Bank
February 2000 to August 2002
Successfully coordinated the Group Consolidated Accounts quarterly submission to Head Office.
Prepared and distributed monthly and quarterly Financial Control timetables and instructions to Wealth Management Accounting Teams.
Responsible for preparing the statutory accounts, income tax returns and quarterly Business Activity Statements for three Holding companies.
Facilitated monthly Wealth Management inter-company reconciliation and quarterly National Australia Bank (NAB) inter-company reconciliation.
Primary contact for Hyperion database support to other Financial Control Accounting teams.
Prepared Hyperion training material for new employees.
Maintained Board Reporting file for Financial Controller.
Effectively communicated with external auditors (Ernst & Young) and Head Office (NAB).
Provided coaching and mentoring for graduate accountants within the team.
Accountant/Auditor
Deloitte
January 1997 to April 2000
Worked in the Assurance and Advisory Business Services division, specifically in performing audits of medium-large financial service companies.
Worked closely with managers and partners in the planning stage of each audit to put together a clear set of objectives and plan of action.
Assisted with preparing audit budgets and resource planning.
Extensive experience in working with clients to obtain a greater understanding of their business processes and the effectiveness of the controls around those processes.
Supervision of graduates and summer interns for the duration of audit engagements and providing feedback on their performance.
Assisting Human Resource department with recruitment of new employees, attending recruitment information days held at various universities.
Completed internal and external training, covering audit procedures, financial statement analysis, and business processes and controls.
Education
Bachelor of Commerce in Accounting and Finance
Indiana University of Pennsylvania -
Indiana, PA2001
Additional Information
Strong interpersonal, verbal, and written communication skills.
Highly organized and proven ability to effectively manage multiple tasks.
Able to work both independent of direct supervision and as a respected team player.
Advanced knowledge in MS Word, Excel, Access and PowerPoint.
Extensive experience with Hyperion Planning, Oracle Incentive Compensation, Business Objects XI and Salesforce.com.
Experience with monthly expense forecasting and headcount management.
Vast knowledge in Compensation Analysis supporting multiple Sales Teams.
Comprehensive and broad knowledge of Terms and Conditions related to domestic and international Sales Teams.
Diverse financial industry exposure, specializing in the Audit and Financial Analysis of large financial institutions.
Experience in consolidated accounting and coordination of Group results to Corporate Office.
Extensive knowledge and experience in financial statement analysis.
Highly effective in project management responsibilities involving new company entities.
Received multiple awards over the years, including A++ Awards for going above and beyond in supporting the Americas Sales Teams and Staff Recognition Awards for attributes including 'Client Driven' and 'Motivated and Committed'.
Financial Analyst Resume
White Lion LLC Foods & Beverages
January 2010 to March 2015
Completed and analyzed financial statements including balance sheet and statement of cash flow; forecasted, tracked, budgeted, sold, planned, and reported financial activities. Ensured accurate reporting of monthly, quarterly, and year-end closings; performed margin and pricing analysis to support company initiatives and policies. Leadership duties included supervision for 12 office staff and 35 total personnel companywide; trained staff, evaluated performance, and delegated duties.
Analyzed company performance according to customer and product mix and cost variance; identified areas of weakness and offered recommendations.
Measured product profitability and developed pricing strategies; tracked retail marketplace and distribution trends to uncover data and make more informed pricing decisions.
Contributed to gradual companywide growth in gross revenue from $3,500 weekly, to $15K within a 12 month period.
Academic Advisor/Student Success Coach
University of California -
Santa Cruz, CA
2008 to 2014
Maintained responsibility for a caseload of 300+ students per semester; advised students, ensured academic progress, prepared reports, and provided on-going coaching; analyzed data/information regarding student semester enrollment, classroom attendance, program requirements, course withdrawals, and academic probation. Assisted with class selection and enrollment processes; monitored attendance, ensured success, and helped maintained optimal registration rates.
Conducted workshops on registration, student services and resources, new student orientations, and higher education consulting.
Used oracle-based software systems, banner database, and other internal software platforms in conjunction with university academic guidelines and requirements.
Awarded with a Certificate of Excellence (Face of Student Success) for job performance in the Fall Semester of 2006.
Sales Manager
January 2004 to February 2008
Established a book of business for future loan purchase and refinance opportunities; maintained business relationships with title representatives, mortgage bank representatives, realtors, and insurance agents. Implemented standards of branch to uphold company policies and ensured loan documents and submissions met underwriting requirements. Priced loan submissions through a list of approved banks; monitored branch pipeline of monthly submissions and funded loans.
Worked closely with processors, title representatives, mortgage bankers, and company underwriters; ensured proper submission of loan files.
Directed and monitored performance goals for a team of six mortgage professionals; ensured employees achieved and/or exceeded predetermined objectives.
Trained new loan officers regarding retail mortgage industry principles and sales techniques associated with the position.
Evaluated employee performance, trained personnel in pipeline management, and reported overall performance to management; ensured funding of loan files in an accurate fashion.
Education
MBA
Additional Information
Motivated, results-oriented, and determined Jr. Financial Analyst with 2+ years of previous experience and a track record of overall performance in workplace and corporate environments.
Master of Business Administration (MBA) and Graduate Certificate in Financial Analysis through DeVry University's Keller Graduate School of Management; graduated with distinction (2010).
Excellent interpersonal communication skills with experience working in a team environment; possess and demonstrate the ability to overcome unexpected obstacles and achieve results.
Technical Skills: MS Office (Word, Excel, PowerPoint, Outlook), Magento, Oracle Systems, Banner Database System, CISCO Agent Desktop, SalesForce
Core Competencies
Financial Analysis * Capital Budgeting * Financial Reporting * Operations Analysis * Consultative Sales * Credit Analysis * Customer Relationship Management * Managerial Leadership
Financial Analyst CV
Obamacare
March 2010 to March 2015
Supervisor of four financial analysts
Manage financial and ad-hoc analysis for six hospitals on a daily basis using the newly developed financial model
Analyze and develop metrics to track financial and operational performance across the entire spectrum of the revenue cycle within AHMC Healthcare Inc.
Junior Financial Analyst
Obamacare
February 2009 to February 2010
Selected to streamline month-end and day-end closing financial reports
Developed financial model to close monthly/daily financials which resulted in standardized system
Finance Internship
Quebecor Media Corporation
April 2008 to January 2009
Worked on three year budget plan, formatted and build Excel model, utilized advanced Excel formulas
Helped support financial audits
Worked on month-end close sheet reconciliation
Attorney assistant and accountant assistant
Peladeau and Son
West Virginia
January 2004 2005 to March 2008
Conducted legal research
Drafted legal documents and correspondence
Summarized depositions, interrogatories and testimony
Attended depositions, court or administrative hearings and trials with the attorney
Conducted client interviews and maintain general contact with the client
Calendared hearing dates
Organized cost books
Conducted meetings
Made travel arrangements
Education
Bachelor of Science in Finance
Eastern State University
May 2014
Law Faculty
Lion State University -
June 1999
Skills
COMPUTER PROGRMAS • Microsoft Office, Outlook, Lexis-Nexis, Westlaw, CPSI (Computer Programs and Systems, Inc) • Proficient in Excel (v-lookups, h-lookups, pivot tables, macros) JOB INTERPERSONAL SKILLS • Self-starter ; Positive attitude; Self-motivated • Strong communication; Organizational skills; Ability to work quickly • Ethical • Fluent in English, Russian and Belorussian.
CV - Financial Analyst
James Fraser
81, Rans Street, Queens Village, NY 11427
Email: jfraser@yahio.com Tel: 1-718-619-5459
Summary of Qualifications
Accountant with over 15 years solid, diverse experience in finance and accounting departments of major companies from entry level to senior management level. Proficient with Microsoft office programs including Word/ Excel and use of database programs specifically SAP. Reliable, punctual, thorough and accurate team member with a proven track record of bringing projects in on time.
Work Experience
04/2006 - Present Accounting Manager
Fraser and Fraser Company, Black Plains, NY (JV of Cola-Coca)
Accounts Payable; Vendor statement reconciliation; Calculation of prepayment and accrual for various expense accounts; Reconciliation of good receipt and account payable ledger.
Trade deduction management; Implement policies and procedures for deduction clearing process. Prepare report to visualize the trade spend for major customers. Analysis of effectiveness of trade spend for major customers.
Accounts receivable and cash application reconciliation; Broker commission calculation and reporting. Review master data pricing conditions.
Month end; Quarter end and Year end closing; Bank Reconciliation; General ledger reconciliation; Working closely with senior accountant, supervisors and controller to close the books in five business days; Interact with internal and external auditors.
On the job training accounts receivables and account payable staff for posting the non-routine transection
11/2000-02/2006 Head of accountant
Kamouraska Ltd, Long Island City, New York.
(Kamouraska flower group head office in Paris; branches in all over the world)
Managed accounts receivable/payable. Analysis factors of sales and cost. Month end/Year end closing financial statement and management report.
04/1998-09/2000 Financial Analyst
The Sri-Sri Managerial Company, Hanoi, Vietnam
(Leader in various consumer goods manufacture in Vietnam)
Job costing; Ensure optimum purchasing/production solution; Actively participate in production planning, cost saving and new project evaluation; Analyze cost structure for raw material, energy, labor and machine for the optimum utilization; Analyst wastage reduction and production efficiency measure;
Education
International associate Member of AICPA; exam candidate for CPA
ACMA of Charted Institute of Management Accountant, London; UK (Associate member)
BSc. (Eng.) - Electrical Engineer; University of Ho-Chi-Minh City.
Special project and achievement: Leaded the finance team in successful implementation of SAP, SD, TPM (MEI)
Senior Manager of Finance & Business Development
Lead financial management in planning, forecasting, management reporting, auditing and analytics for multiple functional areas to achieve plan targets, improve cost efficiency while supporting business growth.
Oversee strategic planning and business initiative analytics targeting business model innovation, segment expansion and new product offering while ensuring profitability through operation leverage and prioritizing investments.
Manage accounting, modeling, valuation, structuring, due diligence and execution of business development activities involving acquisitions, partnership and licensing to identify and capture inorganic growth opportunities.
Notable Accomplishments:
Delivered on-plan financial performance across functional areas for four consecutive years by partnering with functional VPs to identify key cost drivers, map out annual plans, develop and track performance metrics, manage accounting, closing and forecasting, provide ad hoc analytics to proactively address gaps and benchmark best practices
Executed financial management on a five-year worldwide product partnership generating over $300M in revenue and income, engaged cross-functional team to determine accounting treatment, implement SAP system configuration, develop operating, forecasting and reporting process, provide analytics for contract term modification, lead finance teams in four international regions to address specific operation and tax issues and complete US and Europe audit with no findings
Managed strategic planning process for China region by partnering with local team, identified and evaluated three business model initiatives expected to generate $120M revenue over five years, quantified five-year growth strategy, mapped out investment resource requirements and assessed risks to highlight key action items
Oversaw financial modeling, accounting assessment, structuring and due diligence for over 20 business development initiatives and executed product gap analysis reviewing five adjacent segments/white spaces to facilitate senior management to identify growth opportunities
Led local team to prepare 2015 annual plan post an $900M cross-border (US/China) acquisition, standardized process, engaged functional leaders and mapped out detailed financial forecast with revenue drivers, product and channel profitability, capital requirement and balance sheet metrics targeting 20% sales growth and international markets penetration
Director of Corporate Development and Strategic Planning
Lear Corporation
Director of Corporate Development and Strategic Planning 2006-2009
Led inorganic business growth efforts, managed transaction process from deal sourcing, target screening, business case analysis, deal structuring & valuation, due diligence, financial modeling, negotiation, to closing and execution.
Accomplished long-term growth plan addressing industry structure, market trend, competitive landscape, and end market demand change for product segments with financial forecast and competitor profiling
Notable Accomplishments:
Pioneered a $100M joint venture, subsequently expanding 5% to 10% market share and extending product lines;
Acquired majority interest in a $17M deal in support to vertical integration strategy, consequently generating more than $2M cost savings and revenue synergy.
Built a Greenfield production operation with $35M investment and $100M targeted revenue.
Oversaw a $25M acquisition to penetrate into aftermarket and develop platform for cross-selling.
Manager of Financial Planning & Analysis, Moorpark, CA, USA
CTS Corporation
Elkhart, IN
2001 to 2004
Manager of Financial Planning & Analysis, Moorpark, CA, USA 2003
Senior Financial Analyst, Elkhart, IN, USA 2002–2004
Managed annual planning process in identifying revenue drivers, analyzing cost structure and issuing assumption guidelines to establish profit targets by business units while collaborating with accounting teams to deliver monthly forecast and variance analysis in support to senior management to ensure on-plan performance
Oversaw capital budgeting with standard policy, approval and monitoring process to ensure capital spending compliance; supported treasury in risk management efforts and corporate pension fund management.
Notable Accomplishments:
Led end market profitability analysis for EMS business for revenue mix and profit margin improvement and performed product cost analysis to help turn around wireless business.
Facilitated a $60M acquisition, thereby expanding market footprint and optimizing end-market customer mix toward higher profitability by playing a key role in financial modeling, deal structuring, due diligence and valuation.
Generated $2M worth of savings by rendering support to risk management projects in analyzing currency and commodity risk exposure.
Investment Banking Summer Associate
Lehman Brothers
New York, NY
June 1998 to August 1999
Investment Banking Associates (Summer Internship)
Conducted valuation analysis and prepared presentation for a bank M&A proposal
Performed business segment evaluation for an insurance company to streamline business
Equity Research Analyst
Mackenzie Investment Management Inc
Fort Lauderdale, FL
December 1990 to June 1997
Equity Research Analyst, Investment Analyst
Established company’s on-the-ground research capability in China by setting up local research office from scratch.
Performed in-depth fundamental research and financial analysis on companies across industries such as capital goods, consumer, auto, technology and financial service, etc. Contributed to product marketing efforts to engage investors and promote company’s offerings
Selected Accomplishments:
Served as lead analyst in two equity portfolio teams managing $75 million, both performed above the average in the peer group
Provided investment recommendations to a $2 billion international fund and international small company fund
Conducted over 30 presentations to existing and potential clients and organized quarterly conference calls with major investors and road shows to financial advisors in eight US cities to expand company's client base
Contributed to the creation of company's "International Fund of Funds Solution" initiative which generated sales of over $ 20 million in 4 months
Awarded CFA charter in 1999 after passing three levels of exams continuously
Education
Master of Business Administration in Finance Club
University of Michigan, Ross School of Business -
Ann Arbor, MI
Bachelor of Arts in International Journalism
Skills
Chartered Financial Analyst (CFA)
Additional Information
TECHNICAL PROFICIENCY & OTHERS
Proficiency in SAP, Hyperion applications, Bloomberg, Reuters and FactSet, etc.
Finance Operation Manager
Business professional with over 20 years hands-on experience applying financial, logistics, and technical knowledge across several industries. Proven results in creating key reports and value added analysis to drive productivity and essential management decision support. Demonstrated capabilities in system implementation and providing support and recommendations to enhance processes to drive business and increase efficiency. Experience in the following areas:
Forecasting / Budgeting Logistics Business Modeling
Mastery in Excel & Access Systems Implementation Audit & Internal Controls Testing
Quarterly Reporting Analysis Process Documentation Reconciliations
Work Experience
Finance Operation Manager
Trios College
Woodland Hills, CA
October 2011 to Present
A global start-up company to provide Dental Cleaning device that uses ultrasound cavitation and pressurized water and a transdermal drug delivery device that uses microneedles and iontophoresis.
Project lead for setup and implementation of QuickBooks Enterprise.
Worked closely with CEO to develop operational and financial strategy plan.
Developed Sales Line of Sight and Backlog reporting.
Preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
Created Annual P&L, Balance Sheet, and Cashflow budget & forecast.
Worked closely with management team to develop financial processes and reporting rhythms.
Manage and process all aspects of the accounting function and project finance including the monthly close process
Logistic Operations Analyst
NASA Laboratories
Houston, TX
July 2001 to October 2011
An industry-leading provider of high-quality dental lab products and services to dental professionals nationwide and globally for a low cost. The Logistics Operations Analyst is a key member of the Logistics team supporting data management and problem resolution. Provided key reporting and analysis which will increase visibility to the department and provide support in corporate initiatives.
Logistic Operations Analyst
Provide management operational information relevant to their department on a daily, weekly and monthly basis.
Define data requirements, gathers and validates information applying judgment and statistical tests.
Prepare reports to management defining problem, evaluation and possible solution.
Generate, schedule and maintain financial and production related reporting.
Conduct reconciliation and perform internal weekly audit to ensure all adjustments/corrections are in the Great Plains system prior to processing paychecks.
Stategic Financial Analyst, FP&A
Mirabeau Solutions
Florida, MI
December 1998 to July 2001
Focused on revolutionizing the digital entertainment landscape by delivering solutions that enable consumer to intuitively connect to new entertainment from many sources and locations including globally.
Stategic Financial Analyst
Supported and maintained company's detailed financial models - both existing models as well as new ad-hoc models created over time using Excel and Adaptive Planning.
Effectively collaborated with cross-functional teams (i.e. operations, sales, marketing, and engineering) in performing various financial analyses and forecasting. Worked with 100mil in Revenue and 200 mil in OPEX under a tight budget.
Worked closely with IT and Accounting to design and maintain various database and ERP reporting solutions. Accomplished in building data for Adaptive Planning for budgeting purposes.
Resolved and supported Accounting team in monthly, quarterly, and annual internal and external audits and financial closes (this includes both GAAP external reporting requirements as well as SOX internal control requirements).
Prepared monthly/quarterly sales commission calculations and reports using Excel and extracting data from Sage.
Financial Analyst
Chicago Police Department
Chicago, Il
September 1991 to October 1996
Leading manufacturer of rugged, powerful, and compact illuminating tools for tactical applications from weapon-mounted and laser sights, shield lights, and baton lights to hand held powerful and bright enough to qualify as "forced options" tools that could temporarily blind, unbalance, and disoriented threats.
Financial Analyst
Prepared the company's annual budget to reflect the company's operating cycle by communicating with departmental managers using historical information and future expectations using Excel.
Developed appropriate procedures to improved/streamlined budget process by communicating these procedures to departmental managers.
Analyzed and report on company and departmental performance through the use of general ledger analysis, variance analysis, financial ratio analysis, trend analysis, or other means that may be appropriate for management achievements and fiscal performance using Excel and FRX to extract data.
Assisted with other management on budget assignments as required for attainable goals.
IT Financial Analyst
First American Corp
An insurance industry with revenue of over $4billion, providing service and information to various business units such as real estate, Title insurance and insurance.
Prepared financial reports for various business units including variance analysis on a monthly basis for over 30 regions.
Prepared executives reports by extracting data for budgeting and forecasting using Excel, Crystal Reports (SQL based), and Oracle.
Maintained the database and audited IT charges for various business units and general ledger.
Managed contractors report by obtaining timesheets and provided invoices to Accounting.
Performed month-end close and analyzed general ledger to verify accruals using Excel and Access.
Performed ad hoc or special projects as needed. Adobe Pro was used in reporting.
MC Manitoba
1980 - 1990
Health care distribution and Manufacturing Company with revenue of $215.4 million per quarter. Providing services and quality products to healthcare businesses.
Sr. Financial Analyst
Prepared and maintained monthly sales reporting to review business trends and forecast results by product lines.
Provided daily sales results along with a projection of the month-end finish for management review and support to the executive team by creating and modifying reports for business review and analysis using Excel and Oracle.
Analyzed sales, gross profit historical trends, financial projections and identified margin opportunities to quantify dollars using Excel. Extracting data in real time using Business Objects by writing queries.
Pricing Analyst
Handled the Northwest Territory and assisted 6 distribution sales and 3 laboratory representatives. Maintained over 300 accounts that garnered over $251 million in revenue within a 12-month period.
Analyzed pricing and costing reports that includes: customer disputes, logs of credit and debit memos, and pricing discrepancies between the customer and the Cardinal system.
Quantified operational business processes by identifying weaknesses and devising new procedures.
Prepared reports for executive management, customers, sales representatives, and sales support on new prices.
Education
Bachelor of Arts in Business Administration
Technical Skills:
SAP 3/R
Great Plains
AS/400
FRX
Business Objects Crystal Reports
Adobe Pro
Oracle 11i
MS Office Excel, Access, Word and PowerPoint
Microsoft Windows
Personal Skills:
Ability to adapt to a dynamic fast-paced environment
Able to multi-task
Produced meticulous results, meet deadlines, and work independently.
Possess strong work ethics, interpersonal, communication, written and organizational skills.
Customer oriented and a team player.
Financial Analyst - Corporate & Investment
Zvi Maplan
Financial Analyst - Corporate & Investment Banking Corp
Los Angeles, CA
Work Experience
Financial Analyst
Corporate & Investment Banking Corp
Los Angeles, CA
October 2009 to Present
Review and evaluate the daily market performance of open trading positions for exotic equity derivatives.
Monitor all trading activities including new and modified trades, events, and cash flows.
Reconcile differences between Trading and Accounting teams expected values by analyzing product prices, verifying booked values, confirming proper data flow through software.
Produce and report daily/weekly/monthly financial reports, commentary and controls on the trading book values.
Address ad hoc requests from the Trading desk, Management, and Risk teams.
Develop system enhancements for process efficiencies using automation and analytical tools.
Mobile AntiDrive, Inc.
Marketing Analyst
November 2006 to October 2009
Designed and updated presentational material including pitch books, tear sheets, and product cards for leading Sales officials
Researched exotic payoff structures and prepared recommendations to aid sales pursuits
Worked daily with Financial Engineers and Sales to develop new strategies and associated marketing material for structured products and options linked to equities, commodities, rates, credit, FX, alternative investments and volatility
Liaised between Sales, Engineering and Legal teams as the main point of contact for marketing material sent to clients
Coordinated all networking events; negotiated pricing and benefits for sponsorship and pass contracts.
SEC Registered Investment Advisor
Davenport Road, Corp.
Beverly Hills, CA
July 2004 to August 2006
Business Development Associate
Assisted the Chief Investment Officer in managing a Multi-Family Office with over $150 Million AUM
Responsible for all aspects of business development: client prospecting, meeting with clients to identify client objectives, designing and delivering client presentations while explaining the benefits of a family office
Redesigned firm marketing materials for business development plan. Oversaw all elements of creating the company website and firm brochure
Performed portfolio analysis on prospective clients' investment holdings and prepared presentational materials for meetings
Researched Private Equity firms and Hedge Funds to expand clients' investment opportunities.
Member FINRA/SIPC
Splendid Palace Capital Advisors LLC
New York, NY
July 2001 to June 2004
Investor Relations
Researched and marketed the benefits of SRECs (Solar Renewable Energy Certificates) to prospective investors
Conducted due diligence and prepared documentation for all potential Reverse Merger, PIPE, and Private Equity deals
Played key role during transaction execution process by preparing and organizing all subscription, PPM, Pre-Deal, Post-Deal, Regulation D, and OFAC documents
Developed financial and strategic presentations on potential biomedical, alternative energy, and technology deals.
Education
Bachelor of Science in Finance
Yeshiva University, Sy Syms School of Business -
New York, NY
May 2008
Skills
Microsoft Office, Adobe, Microsoft Dynamic GP, CRM, Bloomberg, VBA (Beginner), QuickBooks, Bacardi, Vegas, Eliot, Eprom
Financial Intelligence Analyst
Robert Downy
Financial Intelligence Analyst - Blue County City Hall
Cherokee Village, IN
I am seeking a position in the BSA/AML compliance department of a financial institution. I can bring my skills, experience, education and an attention to detail from working in banking and law enforcement to your organization.
Work Experience
Financial Intelligence Analyst
Blue County City Hall
Cherokee Village, IN
March 2006 to Present
Work with multiple federal, state and local law enforcement agencies/departments on financial crimes investigations. Use various databases including FinCEN, multiple criminal justice and public sites. Also serve as Performance Management Process (PMP) coordinator (HIDTA reporting process), backup Financial Manager and backup Training Coordinator. Compile the Annual Report, Threat Assessment and Strategy for the required yearly submission to ONDCP in Washington D.C.
Plant Controller
ELI Corporation North America
Harwood, IN
1998 to 2006
Chief Financial Officer Tradewinds Rehabilitation Center
Harwood, IN
1996 to 1998
President/General Manager
Jupiter Ascending Employees Credit Union
Lexington, KY
1989 to 1996
Branch Manager
Lexington Municipal Employees Credit Union
Lexington, KY
1984 to 1989
Loan Officer
Wallmart Bank
Lexington, KY
1979 to 1984
Education
Master of Business Administration in Finance
Roxboro University
Roxboro, IN
Bachelor of Science in Finance
Roxboro University
Roxboro, IN
Associate in Arts in Business Administration
North College - North Cuba, IN
Military Service
Branch: Marine Corps
Rank: Private
Certifications
Certified Anti-Money Laundering Specialist (CAMS)
September 2011 to September 2014
Financial Analyst
La Palma, CA
Work Experience
Financial Analyst
Manage logistic warehouse accounts
Generated new warehouse clientele
Marketing strategies for existing customers
External & Internal Customer Focus
Managed New and Existing Commercial Vendors Company
Ensure compliance with current laws, regulations, contract provisions, company policy and procedures, and state and federal laws
Recognized that customer service is a critical factor in marketing success
RDS Int. is Pool Manufacturing
Skills with Microsoft Word, Excel, Power Point, and Microsoft Outlook & Quick-books
Researched, coordinated, and finalized moderately complex assignments
Demonstrated administrative competence in multiple projects, accept responsibility and multi-task
Exhibited excellent leadership and team building skills
Maintain integrity and high ethical standards
Showed excellent interpersonal skills, with various CEO and CFO
Demonstrated ability to recognize management problems and develop solutions
Continuously building corporate culture commitment to excellence
Collect and analyze financial information of potential investment targets for senior management's review
Conduct market research on beverage industry; recommend specific marketing strategies and design creative marketing campaigns for subsidiary companies
Increased efficiency through A/P and A/R invoicing, reconciling vendor accounts, tracing missing invoices and payments, resolving processing issues, and compiling data for reports
Participate in the budgeting and forecasting process, analyzing all aspects of portfolio company performance as measured against budgets and forecasts
Research Analyst Intern
Created 35+ Excel models and templates to support 12 branches' weekly sales tracking and monthly customer profiling using advanced Excel, including VBA and Macros, Vlookup, and Pivot table, reducing overall update time from 15 hours to 5 hours
Assisted Credit Department to analyze financial information such as tax returns, income and bank statements to determine loan eligibility
Created target-client database comprising 500+ medium-sized companies through Dun & Bradstreet and other online tools researching, cold calling, and networking
Performed market research and analysis to identify local competitors, area economy composition, and demographic trend
Marketing Intern
Initiated "Student Rent Special" program including creating marketing plan, maintaining student customer database, and researching desired apartments, receiving 100+ phone calls and e-mails in two weeks
Conducted quantitative and qualitative due diligence for 200+ prospective real estate and infrastructure investments in NYC and Florida
Equity Research Intern
Analyzed return and risk of various investments by different criteria - alpha, beta and sharp ratio and made suggestion to Financial Advisor on investment decision making
Created 40+ customer equity recommendations through constructing valuation analysis for specific stock, including DCF analysis and comparable P/E analysis
Performed industry analysis, business analysis, and financial/operational ratio analysis focusing on energy industry
Education
MS in Finance
University of Phoenix
La Palma, CA
Skills
Highly proficient in Microsoft Word, Excel, PowerPoint and Access; C++; SQL
Additional Information
CFA: Level III Candidate
GRE: Scored 1420 (90th percentile)
Licensed: New York Real Estate Salesperson
Financial Analyst – Business Administrator
Sarah Fuller
Summary Statement
Business Operations Admin with 10 years background in Account Management, Operations Coordination Management, Supply Chain Management, Order Entry - Contracts Admin and Billing Support for three Fortune 500 companies. Additionally has developed and honed Customer Relationship Building and Customer Care Expertise for over 15 years. Looking to succeed and exceed expectations within my future employment.
Work Experience
Business Administrator, Financial Analyst
ITT Group
Lafayette, CA
December 2013 to Present
Responsibilities
Responsible for the analysis of ITT Group forecast, budget, actuals and business metrics and dynamics. Interacts directly with line management in the business units and geographies on the development of forecast and budget variance analysis, and provide ongoing business assessments and recommended solutions.
Skills Used
Tracks financial status by monitoring variances from plan.
Determines financial status by comparing and analyzing plans and forecasts with actual results.
Improves financial status by analyzing results and variances; identifying trends; recommending actions.
Reconciles transactions by comparing and correcting data.
Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Accomplishes finance and organization mission by completing related results as needed.
Supply Chain Management, Contracts Administration, Order Coordination
Canon Corporation
Platsbourg, NY
May 2001 to November 2013
Processed removals of equipment from commercial and DAPS/DLA Program.
Processed End Lease Contract cancellations. Worked closely with DLL and CIT Leasing Companies.
Worked with End User/customer to cancel Lease and ensure close of billing.
Created RMA’s (Return Machine Authorization) for Asset Removal’s.
In contact daily with the Logistics Department to ensure removal and close of RMA.
Audits contracts/orders for quality assurance prior to activation.
Monitored the Removals Group Box. Researched customer inquiries, resolved and closed tickets.
Vendor Relations, Billing Specialist II, Customer Care Specialist
Canon Corporation
Platsbourg, NY
July 1999 to April 2001
Meter and Billing Support for Indirect and Global Accounts. Supported 9,000+ Machines in Field, with a 96.4% consistent retention rate for billed accounts.
Accounts Payable for Major and Global Accounts: AT&T, Charles Schwab, BNSF Railway, Copart, Knowledge Universe, Wells Fargo, Con-Way Freight, and numerous other accounts.
Collected meters, processed credit card payments, processed credits and rebills, and credit transactions, corrected invoices, processed cancellations and address /contact updates.
Maintained Unbilled Lines Report, for accounts assigned, for 40+ - 160+ aging.
Handled customer care issues via phone and email inquiries.
Logged customer tickets in the SR system. Researched customer issues to bring to resolution the tickets logged in SR system.
Made a substantial number of calls a day to external customers for meter collection and update information.
Processed credits and returns on customer accounts.
Sales Representative
Granin Book Company
New York, NY
September 1997 to July 1999
Territory Sales for public and private library book sales for a leading national publishing company.
Dealt with district and local librarians in the ordering and purchasing of library books for K-12.
Set up Appointments with Librarians. Assessed Library and School needs.
Ordered, closed, and shipped orders ranging from $1,000-$10,000 per PO.
Presentation of Garrett Books at county and local book fairs.
Local travel was approximately 80% both in Los Angeles County and Orange County.
Education
Web Design and Interactive Media
Arts Institute of Philadelphia, a Campus of Philadelphia University -
2011 to 2015
Certificate Program in Web Design
South Apple County College District - South Apple, OH
2005 to 2006
BS in Biblical Studies
Chapel Bible College - Lake Tuxedo, VT
1992 to 1994
Associates Degree in Liberal Arts
Bedford Community College - Bedford, TX
1987 to 1988
Skills
PeopleSoft Financial Platform-Oracle, MS Excel, MS Outlook, MS Office, MS Word• PACE, Norad/Swift Trac, FileNet • Oracle 12R Apps, Receiving Notification Forms, CustPO, CW PO Inquiry, Caspr 5.2.0 • Oracle 11i Apps, Order Processor User, Order Organizer, Contract Administrator, Install Base Maintainer, Research and Diagnostics Inquiry, Customer Standards. Discoverer Plus, I-receivables 2.0 Internal, Collections, ICM Lite.
Awards and Accolades
Customer First-Certificate of Recognition 2008
Perfect Attendance-Certificate of Recognition 2007
Customer Letters of Appreciation 2006-2014
Oracle Training-Certificate Service Plus 2006
Available upon request
Qualifications:
Forecasting, Corporate Finance, Financial Diagnosis, Financial Software, Analyzing Information, Statistical Analysis.
Strong interpersonal skills with the ability to interact with all levels of the organization.
Communicates effectively and professionally with external and internal customers.
Excellent organizational skills with the ability to multi task and prioritize projects.
Works well within a team environment contributing ideas.
Logistics interface (pickups and delayed receiving).
Provide vendor tracking (ship dates, backorders ETA’s).
Discrepancy resolution with vendors.
Manage return material authorizations for upgrades.
Order entry backup, Document all order transactions.
Manage and execute order entry to invoice cycle.
Maintain KPI Reports set by Management.
Initiates job tasks and works efficiently with minimal supervision.
Strong data analysis skills and solid presentation skills.
Exhibits a high degree of initiative.
Quickly adapts to new systems, procedures, and policies.
Control accuracy, Run daily/weekly reports, troubleshoot delays.
Demonstrates professional demeanor in all forms of communication.
Finance Director CV
Arthur Pain Romul, CPA, PH.D. 555-113-3953 • prarthur555@yahoo.com
Lafayette, WF 18741
CFO / VP FINANCE/ CONTROLLER / FINANCE DIRECTOR
Strategist • Visionary • Navigator • Leader • Composer
As a former CFO, controller, banking executive, and professor and recent auditor and tax preparer brings a unique and value-added presence to any organization. A seasoned senior-level executive with extensive controller, finance, administration, and accounting experience in diverse global industries including retail/wholesale, real estate, investment, construction, amusement, and non-profit organizations. Proven ability to improve operations, impact business growth, and maximize profits through achievements in finance management, cost reductions, internal controls, and productivity / efficiency improvements. Strong qualifications in general financial management, business planning, systems technology design and implementation, and staff development/leadership.
EXPERTISE
Accounting systems
Analysis/Reporting
Budgets/Forecasts
Audits/Compliance
Tax Preparation
Accounting Software
General management
EXPERIENCE AND ACHIEVEMENTS
PUBLIC ACCOUNTING 2001–PRESENT
Senior Accountant
Provide auditing, accounting, and tax preparation for a wide range of industries and diverse size companies.
Demonstrated ability to provide accounting services for a wide range of privately owned companies.
Services included coordination of monthly closing; financial statement preparation and reporting; payroll processing and tax filings; income tax preparation and reviews — corporate, partnership, and high net worth individual tax returns, state sales and use taxes, and accounting alternatives and tax compliance research.
Provided services to retail, wholesale, real estate, investment, construction, amusement, and non-profits.
Developed and implemented audit plans including audit testing for numerous financial accounts, tests of controls, evaluation, and documentation of accounting systems.
Setup new accounting systems tailored to individual client requirements and restored distorted accounting books.
Supervised and consulted with client accounting personnel.
Improved financial and accounting practices of client companies implementing best industry’s achievements.
Naval Footware Corporation 1998–2001
Full Charge Bookkeeper, Naval Company, Fl
$12M wholesale import-export shoe company.
Oversaw and controlled all financial functions of the company including financial statements; processed payroll; payroll and annual payroll tax filings; analyzed business trends and daily operating controls. Monitored spending versus return, and initiated strict cost containment approaches. Conducted ongoing research on accounting alternatives and tax compliance.
Reported directly to the company president.
Charged with the complete management of 6 bank accounts, Letters of Credit, international/domestic wire transfers.
Participated in the screening, hiring, supervision, and training of staff accountants.
Worked directly with outside vendors including CPA’s, ADP payroll service, and tax auditing teams.
Shwarznegger Account 1995–1998
Financial Analyst, Terminatortown, CA
Company provides highly skilled accounting and financial professionals on a temporary basis.
Provided expertise in the improvement, creation, and use of sophisticated Excel spreadsheets and macros for accounting and financial application in various client companies.
Transferred data from mainframe storage to company PC’s to increase efficiency and reduce cost.
Provided Excel workbooks for use in sale, cost, expenses analysis, budgeting, and forecasting.
Implemented Excel functions including lookup, logical, statistical, and pivot-table data summarizing tools.
TJB Optimisation 1991–1995
Accountant, Alma, Quebec, Canada
A full-service accounting company.
Worked with a variety of small business clients writing corporate books, journalizing, accounts payable and accounts receivable processing, bank reconciliation, month and year end closing, and financial statement compilation.
Provided tax return preparation for C-corporations (1020), S-corporations (1120S), partnerships (1065), sole proprietorships and individuals (1040).
Managed payroll for a number of small business company clients.
Dakota Bank of Australia 1988–1991
Assistant to the Chairman, Nassau, Bahamas
The largest bank on the Earth with 1579 regional headquarters and 300,000 territory branches.
Reported directly to the chairman of the bank. Monitored and reported changes in financial and tax legislation through in depth research. Tested internal bank control systems; reported findings and improvement proposals directly to the chairman.
Led internal audit and security departments in a fraud investigation that netted a $3.5M return.
Headed board of directors of the bank’s real estate company.
Supervised financial analysis of zero-based capital budgets for investment projects ranging from $5M–$30M.
Vumera, Inc. 1986–1991
CFO - Controller, Australian Desert
A wholesale/retail import-export company with $20M in annual sales. Owns warehouses, distribution chains, and truck fleet.
Managed an accounting department of 9 staff accountants. Teamed with department managers to implement sound accounting policies, business transaction recording, and internal financial control standards. Provided financial analysis across the entire business.
Prepared ad-hoc managerial reports and recommendations including calculation of break-even point, unit cost, profit margin, revenue/sales, cost/benefit, and cost-volume-profit analysis.
Charged with preparation of consolidated financial statements, reconciliation GL accounts, month/year end closing, and cash management.
Planned tax optimization including international tax-savings projects.
Antarctic University 1981–1986
Vice-Dean - Professor, South Ocean
Founded in 1945, Antarctic State Technical University (formerly known as Queen Mode University) is the largest technical institution of higher education in Australia. Its motto, Ingenium Creatio Labor, means “brilliance creates work”.
Developed curriculum and taught accounting, economics, and industrial management courses.
Prepared budgets for scientific projects in compliance with university regulations and funding limitations.
EDUCATION
Bachelor of Science, Engineering Queen Mode University
Ph.D., Economics Queen Mode University
Certified Public Accountant (CPA) Certificate (New York and New Jersey)
Certificate Financial Analysis New York University, New York, NY
COMPUTER SKILLS
Microsoft Certified Excel Expert Certificate
QuickBooks Certified ProAdvisor Certificate
CS Ultra Tax
RIA Checkpoint
Financial Professional Resume
Vincent Brain, CPA, MBA
410 East 103th Street Apt. 83A
New York, N.Y. 555434
(212) 555-1924
Brain44@yahoo.com
PROFILE
Experienced financial professional with a history of driving results at premier financial services institutions. Highly organized and detailed oriented self-starter with superior analytical skills and the proven ability to manage multiple tasks. Areas of focus include business analysis, financial & management reporting, planning & forecasting, auditing and compliance.
PROFESSIONAL EXPERIENCE
Virtusa/Alas Consulting, New York, N.Y. 1900 – 1984
Principal Consultant
Managed projects for international consulting firm that advised capital market clients on helping them solve their strategic, operational and organizational challenges.
First Bank of Moscow – Moscow Russia
Trained group of over thirty controllers to prepare Standard of Documentation binders ensuring that account balances were properly substantiated which resulted in a reduction in the number of write-offs taken.
Helped design and maintain a statistical control dashboard assuring that all accounts and records were captured, reconciled and assigned to the appropriate owner which allowed senior management to track the progress of the month end reconciliation process and decreased the number of unreconciled accounts that needed to be written off.
Trained traders to submit estimated P&Ls into Daily Financial Reporting System enabling senior management to make better decisions by allowing them to compare actual results against estimated results in a standardized format. Estimated P&L submission rate increased to 100% compared to a 19% submission rate at the start of the project.
Enhanced pending trade reconciliation models which reduced by one month the time needed to provide explanations for all reconciling items between the general ledger and the sub-ledger and ensured that all pending trade account balances were in compliance for Russian GAAP.
BNP Promsviazbank – Corporate and Investment Banking Group, Jersey City, Russia
Acted as a liaison between multiple finance units and the head of the Finance Project group in the collection of data for key indicator dashboard. Validated results insuring accuracy and completeness of data provided to head office in Paris.
J.P. Morgan/Black Bear, Brooklyn, N.Y. 1931 – 1943
Associate/Vice-President – Prime Brokerage Finance
Co-managed team of seven staff accountants in preparation of P&L, maintenance of general ledger accounts, journal entry postings, month end billing, month end allocations and special projects.
Developed electronic communication network and exchange expense allocation methodology which resulted in savings of over one million dollars for group.
Revamped internal C.M.T.A payment process between firm’s clients by establishing improved controls in order to avoid double payments and protect the firm from future liability.
Prepared client financial reviews for use by senior management allowing them to make more informed pricing decisions.
Documented and certified that internal controls were in place in order to comply with Sarbanes-Oxley requirements.
Certified balance sheet accounts on a monthly basis which resulted in no write-offs being taken.
Led group discussion of monthly financial results with senior management. Discussions included identifying developing trends and pointing out risks and opportunities affecting the business.
Developed relationships with clients, outside brokers, trading desks, client relationship managers and operations groups allowing for pertinent information related to past, current and future activity to be easily exchanged.
Designed reporting tool that analyzed ECN activity by volumes and effective rates enabling senior management to better understand liquidity being added and taken.
Acted as group’s liaison with internal and external auditors which resulted in no material discrepancies.
American Express Company, New York, N.Y. 1956 – 1985
Provided financial analysis and thought leadership in a variety of roles across several product lines influencing senior management to enhance organizational structures leading to greater productivity.
Senior Manager – Business Analysis
Provided business analysis and financial decision support for the Consumer Charge Card Marketing Group in developing new product lines and in reviewing the performance of existing ones.
Provided monthly update for senior leadership identifying risks and opportunities impacting the business.
Prepared forecasts for the Lending on Charge product line.
Senior Manager - Forecasting and Planning
Prepared comprehensive budgets, forecasts and long range plans for the Consumer Charge Card product line.
Redesigned forecast models which resulted in smaller variances to actual results.
Led group in transition to Cognos software package for card flows and card fees.
Senior Manager – Asset Backed Securitization
Prepared monthly close and analyzed activity of American Express Credit Account Master Trust.
Answered questions from outside analysts in regard to performance of Trust.
Prepared monthly Servicer Certificate for SEC filing.
Manager – Financial Reporting and Analysis
Prepared monthly consolidated reporting package for Small Business Services Lending and Travel product lines.
Presented the results to the business unit CFO at month end close meeting.
Improved the reporting package by creating a multiple product P&L and adding more robust commentary.
Kaspersky Inc., New York, N.Y. 1987 – 1996
Assistant Controller
Prepared monthly, quarterly and annual consolidated financial statements for $400MM women’s apparel wholesaler and importer.
Supervised accounting staff in various functions including general ledger analysis and journal entry postings, accounts payable and accounts receivable.
Interfaced with outside auditors.
Determined cash requirements and availability.
Prepared due diligence reports for acquisition of two subsidiaries in advance of $125,000,000 public offering.
Prepared required SEC reports including 10Q and 10K filings.
Happy Kids Inc. and Affiliates, New York, N.Y. 1996 – 2011
Assistant Controller
Prepared monthly, quarterly and annual consolidated financial statements for $90MM children’s apparel wholesaler and importer.
Supervised accounting staff in various functions including general ledger analysis, journal entry postings and inventory costing.
Interfaced with outside auditors.
Analyzed customer profitability by reviewing allowances taken and other charges associated with selling to customers.
EDUCATION
Baruch College - Zicklin School of Business
Master of Business Administration (Finance)
Boston University - School of Management
Bachelor of Science in Business Administration (Accounting)
COMPUTER SKILLS
Excel, Word, PowerPoint, Hyperion EssBase, QuickBooks and Cognos
