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Yyyyyy x. yyyyyy

~ Goal-Driven Business Leader • Proven High-Level Financial Manager • Expert in Policy / Procedure Development ~

 

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

Results-focused Executive-Level Leader eager to contribute expertise in Operations /

Administrative Management, Human Resources, and Profit & Loss / Fiscal Administration

toward collaborating with a progressive organization in maximizing bottom-line performance.

 

Profile of Qualifications

 

         Integral leader who excels at identifying lucrative revenue-boosting opportunities, defining strategies for re-engineering processes to reduce costs, and effectively managing cross-functional teams to achieve critical companywide objectives.

         Out-of-the-box thinker who demonstrates talents at collaborating with company C-level professionals to develop and implement a targeted organizational vision with respect to HR, accounting, risk management, IT, and other areas.

         Ambitious self-starter who plans, prioritizes, and manages tasks within fast-paced, high-pressure environments.

 

Key Areas of Expertise

 

  Business Accounting

  Strategic Analysis / Planning

   Budget Control / Management

  Policy / Procedure Development

   IT / Process Improvement

   Accounts Payable / Receivable

   Human Resources Management

   Short- / Long-Term Business Plans

   Risk Management

   Regulatory Compliance

   Marketing / Customer Service

   SEC Management / Reporting

 

Professional Synopsis

 

Director of Finance & Human Resources

Goodall Manufacturing LLC, Eden Prairie, MN                                                                             2006 C 2010

 

Utilized broad scope of industry knowledge and dynamic business acumen to perform high-level accounting,

human resources, management, and IT functions for a leader in service truck accessory equipment manufacturing.

 

         Led a top-performing 6-member team within a high-volume accounting / customer service department, including leveraging superior policy development skills to produce detailed policy / procedure manuals for all staff functions.

         Directed the implementation and installation of Macola ES / Synergy / ERP Upgrade by extracting and converting data, establishing security codes, creating AP / AR user procedures, conducting in-house training for all modules, designing cross-functional forms and user reports, and initiating system-wide manufacturing standard costing vs. average costing.

         Recognized as the only company employee with full systems knowledge, and received 10 Certificate of Completions from Exact Software North America, Inc. for Macola ES-based financial set ups / applications, Excel add-in basics, AP / AR, accounts / journals charts, G / L transactions and reports, conversion data cleansing, and cash flow processing.

         Proactively discovered and corrected a $32,000+ tax liability accounting error made by company accountants.

         Decreased corporate expenses $5,000 annually by transferring communications and network administration to an enhanced file server connection and less costly provider which allowed key remote access and improved workflow.

         Developed rolling reports for financials (i.e. profit-by-item, WIP, PPV, inventory adjustment, YTD-MTD sales, YTD-MTD profit, weekly check run outlining cash flow, and labor variances) and presented essential data to staff.

         Spearheaded the set up of file servers for remote employee use and access of data, including managing several IT issues and providing support for areas such as basic PCs, word processing, data retrieval, printer, and software uploads / updates.

         Saved $2,500+ annually by switching long distance, internet, and telephone carriers to Integra, including successfully enabling the company to have a T1 line, DID numbers, caller ID, and faster overall connection to internal file servers.

         Improved core efficiency by creating an inventory transaction form requesting reason, amount, supporting documents, and appropriate management approvals prior to entering or deleting part numbers / items or attaining system write offs.

         Developed a credit authorization form for profit protection, and ensured strict adherence to company return policies.

Yyyyyy x. yyyyyy                                     ~ Resume • Page Two ~                                   (xxx-xxx-xxxx

 

Professional Synopsis (continued)

 

Director of Finance & Human Resources (Continued)

Goodall Manufacturing LLC, Eden Prairie, MN                                                                             2006 C 2010

 

         Achieved company savings by adjusting method of commission allocation to sales reps upon cash receipts to a per-month basis versus payment upon invoicing which guaranteed customers paid invoices prior to commission distribution.

         Implemented standard costing in systems versus average costing and ran appropriate reports to attain actual numbers, along with making changes and training various management teams on methods to roll cost and change cost in system.

 

Vice President / Chief Financial Officer

Windsor Financial Group, Minneapolis, MN                                                                                    2001 C 2005

 

Fulfilled a critical executive-level management role for an independent, privately-owned registered investment advisor,

including handling operations / management, strategic development, financial, compliance, and human resources functions.

 

         Maximized bottom-line results by directing a 6-member financial staff in preparing and achieving daily and monthly accounting milestones, including implementing procedures and controls to meet all GAAP and internal quality and corporate standards, as well as preparing weekly, monthly, quarterly, and yearly financial income and balance sheets.

         Maintained all cash flow, AP / AR, and risk management initiatives, including overseeing HR, payroll, commission, 401(k) bonuses, corporate insurance packages, annual unemployment tax percentage audit reports, and workers compensation.

         Contributed strong fiscal abilities toward working with Morningstar, Hedge Funds, and other Stock Market options.

         Organized the build-out of corporate offices by seamlessly interfacing among architects, engineers, and designers.

 

Finance & Administration Manager

Kuester Partners, Inc., Minneapolis, MN                                                                                          1997 C 2001

 

Strategically steered all corporate financial reporting and accounting analysis for a well-known brand agency,

including ensuring compliance with all applicable legal requirements and local, state, and federal tax regulations.

 

         Directed a details-focused staff of 5 administrative and accounting professionals in executing the preparation of all corporate income and balance sheets, reporting, and periodic (i.e. weekly, monthly, quarterly, yearly) financial statements.

         Managed the set up and continual operations of Sema4 / Wind2 accounting software, including entering legacy data, setting up codes, producing new reports, and training staff, as well as creating Crystal Reports for entering timecards.

         Communicated with executive-level management to prepare and implement monthly and annual budgets, along with serving as a valuable business liaison to insurance companies, banks, accounting firms, and law firms.

 

Training & Development

 

Licensure / Certifications

Licensed / Active Notary Public

Certified / Active Member American Institute of Professional Bookkeepers (MAIPB)

10 Manufacturing Certificates of Completion Exact Software North America, Inc. for Macola (Earned 25 CPE Credits)

 

Additional Training / Development

Supervision I Fundamentals of Leadership

Management Course One / Two • Leadership Through People Skills

Annual Continuing Education Manager Seminars / Accounting Classes

Supervision II The Next Stage for Improving Performance (Employers Association, Inc.)

Management Development Program for Accountants • How to Be a More Effective Team Leader

 

Technical Summary

 

MAS 90 • Sema4 • Wind2 • PeopleSoft • Peachtree • QuickBooks • JD Edwards • Lotus

AXYS & Portia Financial Programs • AS 400 Bosonova Inventory, Purchasing & Accounting System

Exact Macola Progression • Macola ES • Synergy Customer Service Database • ACT Database • Quattro Pro

Crystal SQL Reporting • Windows 2000 • Windows XP • Windows NT • Windows Databases • Microsoft Office Suite

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