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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx (H) ~


                         Summary of Qualifications                       


Accomplished Finance professional with a Masters of Business Administration and 15+ years in a Fortune 50 corporation and consistent success in fiscal analytics, scenario planning, data modeling, risk management, P&L analysis, budgeting, and risk prioritization/mitigation. Mastery of finance, accounting, budgeting, and cost control principles. Refined personnel management insight gained through leadership experience. Confident ability to delegate, boost morale, remove barriers to progress, and leverage diversity in methodology, background, and perspective. Superior communication skills, allowing for easy interactions with executives, clients, vendors, and personnel. Technically proficient in Lotus suite, Microsoft Suite, Brio, DB2, OMIW,  Siebel, OMNOTEs, FIW,  and Essbase. Additional capabilities in:


     Cost Management                  Budget Implementation        Financial Analysis

     Pipeline Management              Contract Negotiation            Strategic Planning

     Team Building/Leadership        Financial Forecasts              Accounting Applications

                                  Career Profile                                 


International Business Machines (IBM), Somers, NY                         June 1996 - Present


Sales Operations Manager, IBM Sales and Distribution

-         Lead sales region in all financial and operational functions with annual budget of $1B.

-         Establish appropriate performance measures of sales management, account executives and sales support staff for tracking progress of specific plans and programs already in-place  such as  account planning, sales pipeline and forecasts.

-         Develop performance metrics and present to Senior Management; assist in the development and rollout of Sales Coverage Models.

-         Refine pipeline management and forecasting methodologies, lead budget development, structure quota and territory Initiatives.

-         Represent Sales Organization to Business Unit Leaders, demonstrating an understanding of each IBM business unit Create ad hoc forecasts for new products.


Senior Manager Financial Analyst, IBM Global Services

-         Guided and motivated a team of Financial Analysts in assessment of IS outsourcing contracts for IBM with an annual sales budget of $1 billion.

-         Introduced formulas and delineated means for comparing overall financial risk, capital adequacy, and liquidity positioning and declared financial position by way of financial ratios demonstrating financial status.

-         Obtained relevant balance sheet information to edit financial models.

-         Oversaw financial model quality assurance and engaged in advanced financial analysis to properly calculate the financial position.

-         Analyzed the balance sheet, historical data, and performed extensive due diligence and verified integrity and accuracy of accounting figures.

-         Incorporated cash forecasts, balance sheets, and P & L statements into analysis of risk.


Finance Measurements Coordinator, IBM Software Group

-         Spearheaded financial team focused on handling $500MM+ cost budgets and yielding $100MM in cost savings.

-         Collaborated with CFO office and provided accurate analysis of budgets, ROI, NPV, variances, labor, recoveries, and spending.



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Lead Accounting Analyst, IBM Personal Systems Group

-         Collected and analyzed accounting data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.


                  *** Additional experience as Senior Financial Analyst for Texaco Inc.***




MBA, Mount Saint Mary College, Newburgh, NY

-         Thesis: "Price and the Consumer Perception of Value in a Competitive Global Market"


BBA, Finance & Accounting, Pace University, Pleasantville, NY 










Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx (H) ~









<<First Name>> <<Last Name>>



<<Street Address, Suite #>>

<<City, State Zip Code>>


Dear <<Courtesy>> <<Last Name>>,


Please accept my genuine interest in offering your organization my solid sales management and fiscal operations background, exceptional client relations, effective leadership abilities, and entrepreneurial spirit. After leading a financial team responsible for a $1 Billion budget, I am confident that I possess the experience and motivation that you seek. 


In consideration of the <Position> position, please note that I am skilled in increasing productivity and business functions during challenging times where a high degree of external and internal factors may prevent reaching maximum efficiency. Throughout my career, I have used my leadership skills to affect tangible cost savings and protect my organization s fiscal interest through proper management of inventory and financing transactions. With the expertise acquired while a Sales Operations Manager, Senior Manager Financial Analyst, Finance Measurement Coordinator, and Lead Accounting Analyst for the Fortune 50 corporation, IBM dealerships, I incorporated my thorough knowledge of how to gauge and understand my organization s financial portfolio and what Is needed to enhance the overall picture.


My talents include business development, resulting from my Masters of Business Administration, undeniable business acumen, and an ability to lead, motivate and boost employee morale to new levels. As a leader in the IBM structure, I became more of an ambitious, committed professional who generates innovative business ideas, exceeds expectations, and surpasses objectives. This is the type of experience and initiative to succeed I would like to bring as a member of the <Company Name> team.


In closing, I welcome the opportunity to meet with you to discuss how my background and qualifications meet your needs. You may contact me at your convenience as I look forward to hearing from you soon. Thank you very much for your consideration.








John Passarelli




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