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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Analysis Executive

Chief Financial Officer ~ Controller ~ Accounting


Performance-focused Executive seeking new application of skills in the financial field. Eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


Accounting Standards/Compliance

Customer Loyalty/Retention Skills

Billing Expertise/Vendor Management

Transaction Management

Data Mining & High Level Analysis

   Sarbanes Oxley Regulations

  Client Cultivation

  Financial Systems Design

  Training & Development

  Communication Practices

  Financial Analytics

  Presentation Skills


  Strong Research Skills

  Contracts Negotiations


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of leadership and management initiatives, strategic financial planning,  contract negotiations, client relations and management, data collection and analysis, generating ad-hoc financial reports, accounts management, as well as cross-functional team development.

Ø  Possess strong research and analytical skills concerning both quantitative and qualitative data.

Ø  Effectively lead top-performing teams to produce both short term and long term financial strategies.

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

Ø  Technology savvy and proficient in multiple applications and platforms, including MS Office Suite and Outlook, Lotus, PeopleSoft, QuickBooks, Great Plains, Business Works and Orders Plus.



Functional Competencies


Ø  Manage and direct diverse teams in a cross-functional manner to ensure information sharing and resource collaboration. 

Ø  Responsible for monthly close processes, budgeting, financial reporting, cash management and office administration.

Ø  Consistently work with training and development group in concerted efforts to improve quality of data for internal staff. 

Ø  Act as mentor and coach in order to motivate staff resulting in increased retention and loyalty.

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

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

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

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing trends in the market to identify relevant information and advise clients appropriately. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.





Select Accomplishments and Contributions


Ø  Analyzed new investment opportunities and monitored company s investments.

Ø  Directly assisted in implementing PeopleSoft General Ledger, Accounts Payable, Receivable and Payroll.

Ø  Designed Chart of Accounts to streamline accounting processes and reporting procedures.

Ø  Supervised billing based on time and material and fixed fees, payroll and collections.

Ø  Maintained financial record for multiple offices and instituted new internal control procedures.

Ø  Interviewed General Ledger software vendors for new GL package and conducted a thorough needs analysis to determine feasibility of new system.

Ø  Administered 401K plan and prepared quarterly payroll, sales and tax returns.

Ø  Introduced computerized inventory tracking system which increased production and improved control of work in progress.

Ø  Designed and implemented automated time keeping system in conjunction with ADP online payroll service to closely monitor work in progress at a substantial savings to the company.

Ø  Developed effective rapport with banks supplying required cash flow projections and analysis of work.

Ø  Prepared and reviewed individual, corporate and partnership tax returns as well as multi-state returns. 


Professional Career Track


Controller, National Packaging Specialists, INC.                                                                      2001-Present

Financial Consultant, Parson Group, LLC                                                                               1999-2001

Chief Financial Officer, Thorn Tree Management, LLC                                                           1997-1999

Controller, Platinum Solutions, Inc.                                                                                            1995-1997

Controller, VFG Designs, LTD                                                                                                  1989-1995


Primary Job Functions: Budget Preparation and Execution, Financial Reporting, Cash Management, Office Administration, Investment Analysis, Reporting and Financial Statement Creation, Human Capital Management and Development, Employee Benefits Administration, Accounting Processes.


Additional Professional Experience


- Accounting Manager, Kramer Rosen & Company

- Junior Accountant, J.H. Cohn & Company


Academic Credentials


n Bachelor of Science, Fairleigh Dickinson University
















Yyyyyy x. yyyyyy









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 am skilled at financial management, human capital oversight as well as accounting practices at the executive level.  Additionally, I am capable of managing multiple projects simultaneously, working with extreme precision, and ensuring that productivity and best practices are implemented across departmental and product lines.

I am constantly researching financial processes for my own self edification and adapting to new demands within the market.  Additionally, I am accustomed to integrating into various cultures and am experienced at working and collaborating with others.  I offer several years of formal training as well as a diverse professional background.  

I assimilate into new environments 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.


Sheldon Adler





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