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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Services Executive

Asset Management ~ Bankruptcy Receiver ~ Client Relations & Solutions


Performance-focused Financial Planning Executive and Business Development Strategist with numerous years in numerous business sectors.  Eager to contribute practical experience toward actively supporting a dynamic organization in maximizing results.  Demonstrated ability to increase corporate bottom line by identifying and communicating business-critical information. Strong background in implementing improvements that reduce costs and increase revenue. Solid track record of managing relationships with teams and providing superior service to customers and business partners.


Financial Instruments

Manufacturing Sector

Insurance Regulations

Strategic Alliances

  Operations Expertise

  Construction Sector

  Human Capital Oversight

  Procurement Expertise

  Business Development Plans

  Commercial Property Sector

  Budgetary Oversight

  Client Cultivation


Qualifications Profile


Ø  Strong credit processing background with the ability to work independently on multiple projects simultaneously with specialized knowledge of financial analysis tools, banking and private sector examination, outside sales methodologies, client development practices, presentation skills, as well as forming collaborative relationships both internally and externally.   

Ø  Worked for numerous high profile clients, including; Oppenheimer, J.E. Roberts Co., Mass Mutual, Michigan National Bank, Citi Corp., Barnett Bank- Wachovia, Chase, Harris Corp, and Health First.

Ø  Recognized receiver and expert witness in 14 districts of U.S. Bankruptcy courts.

Ø  Comprehensive understanding of the credit processing arena due to advanced training regarding information management, communications, and marketing practices.  Understands how to utilize this knowledge for the benefit of the merchant.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard operational protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and platforms, including MS Office Suite, Peachtree, Foundation, and QuickBooks.



Functional Competencies


Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Possess strong consumer credit, finance, sales, compliance, and sales presentation skills.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.

Ø  Successfully contribute to business development by using proactive prospecting techniques to generate sales, applying advanced communication and interpersonal relation skills.

Ø  Strategically diversify revenue streams and grows net revenues by expanding primary service lines into new markets.


Select Achievements

Ø  Total bank and institutional owned assets managed: 800MM

Ø  Developed comprehensive marketing and business plans for hotels, multifamily rentals, commercial office and retail space which increased profitability a minimum of 12.7% plus asset values increases.

Ø  Received Presidents Award from Choice Hotels two times for the Comfort Inn Brattleboro Vermont and the Clarion Suites in Albany New York.

Ø  Recognized Bankruptcy receiver in 19 Federal jurisdictions.

Ø  Recognized expert witness in Federal Bankruptcy Courts.

Ø  Excellent understanding of Florida Lien Laws.

Professional Career Track

Chief Financial Officer, Bayview Construction Company                                                     2008-Present


  Primary responsibilities included acting as Director of all financial functions for $29 MM Construction Management Company.

  Identified and corrected prior year accounting inconsistencies and irregularities and restored managements faith in the integrity and accuracy of the financial records and reporting.

  Implemented a monthly management reporting package which included summary and detail financial statements.

  Increased profits by restructuring overheads and implementing sustainable cost reductions.  Corrected and identified accounting deficiencies for proper reporting of financial operations of projects.  Directed and prepared all schedules for external audits.  Oversaw and installed internal controls for compliance to GAAP.


Construction Administrator, BRPH Companies                                                                      2005-2008


  Primary responsibilities included comprehensive construction management of private and governmental contracts including preparation of cost certification of the following projects with direct reporting to ownership.

  Eastern Processing Facility C Cape Canaveral Air force Station for N.R.O - Office of Space Launch, new construction - oversight and cost certification of all mechanical and plumbing for 250MM project. USAF Security Clearance.

  Harris Corporation C Palm Bay, Florida, oversight, costing and certification for numerous mechanical and electrical rehabs and remediation of buildings 1-20MM projects.

  Health First Corporation C Rockledge, Florida  new construction - oversight and cost certification of 15MM project.


President & CEO, Bennardi & Associates                                                                                    1990-2005


  Primary responsibilities included Asset Management of 900MM of commercial office buildings, hotel facilities, multifamily housing as well as operations for all projects. Turnaround situation - recruited to evaluate and improve accounting practices and reinstate financial reporting.  Directed all accounting functions and personnel for both international and domestic operations.

  Developed and implemented best practices for purchasing and accounting for 15 commercial locations and improved efficiencies by reorganizing accounting functions to align within divisions.

  Identified and corrected prior year accounting inconsistencies and irregularities and restored managements faith in the integrity and accuracy of the financial records and reporting.

  Implemented a monthly management reporting package which included summary and detail financial statements.

  Recruited, developed and managed a nationally disbursed staff.

  Turnarounds allowed investors/institutions to market and sell assets while recouping  initial investments.

Earlier Experience

- Controller, Interstate Hotels Corporation

- Captain, United States Marine Corps

 Academic Training


n M.B.A. C Banking and Finance, Nova University

n B.S. C Business Administration and Accounting, Pennsylvania State University


Yyyyyy x. yyyyyy

xxx-xxx-xxxx /










Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key roles as a Chief Financial Executive and Business Development Strategist within the banking, construction, and manufacturing sectors.

 I am skilled at providing expertise regarding comprehensive tasks including strategic growth plans, project management, training and development, financial and viability analyses, client support, and a strong background in numerous aspects of asset management and protection.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a financial support expert in various forms, so I understand many functional aspects of finance and operations from many levels and vantage points.

            Additionally, I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.


Joseph Bennardi



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