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Eighteen years experience in the design, development and management of comprehensive corporate accounting,

budgeting, financial reporting, financial modeling, tax and MIS systems. Consistently successful in linking
accounting with general operations to provide hands-on financial leadership for strategic planning, technology
R&D, sales/marketing, purchasing, inventory, production and distribution.
Delivered strong and sustainable revenue and income gains. Equally effective in capturing cost reductions through
process redesign and performance management
Dynamic professional career in strategic planning, development and leadership of complex accounting, budgeting, cash
management, payroll, financial analysis and reporting. Successful in linking accounting and finance to business operations
to drive forward organizational development, control costs and improve earnings. Strong project management, team
building and leadership skills. Expert PC qualifications with proficiency in Real World, Excel, Lotus 1-2-3, Microsoft Word
and Wordperfect. Extensive experience in systems selection and implementation.
Accounting Professional / Accounting Department Supervisor with 1 3 years of progressively responsible
experience with high-growth, turnaround and mature corporations. Qualifications include:
Accounts Receivable Credit & Collection Billing/ Invoicing
Accounts Payable Customer Service Financial Analysis/ Reporting
Account Reconciliation Cash Application C hargeback/ Adjustmen ts
General Ledger Staff Training/ Development Team Building/ Leadership
Delivered strong and sustainable operating, financial and service gains through expertise in systems
design/implementation, standardization, workflow optimization and long-range planning. Excellent
analytical, problem-solving and negotiating skills. PC proficient with IBM System 38, HP 9 18 Image Data,
Lotus and Word.
Over 15 years experience planning and directing executive-level administrative affairs and support
to Chairmen, Boards of Directors and Senior Management. Combines strong planning, organizational
and communications skills with the ability to independently plan and direct high-level
business affairs. Qualifications include:
Shareholder Meetings & Communications Executive Office Management
Regulatory Reporting & Communications Staff Training & Development
Corporate Political & Legislative Affairs
Customer Communications & Liaison Affairs Special Events Planning
Confidential Correspondence & Data Special Project Management
Budgeting & General Accounting
Proficient in the use of Wordperfect for Windows 5.2. Experienced with Lotus 1-2-3.
Well-qualified Leadership Executive with 15 t years experience in association management. Qualifications include:
Financial & Budgetary Affairs
Strategic & Mission Planning
Policy & Procedure Development
Fundraising & Corporate Giving
Special Events Management
Political & Legislative Affairs
Member Development
Volunteer Recruitment
Community Outreach
Educational Programming
Public Speaking
Committee Leadership
Distinguished management career with Bank of America leading operating divisions, technology
divisions, global marketing and sales organizations, and the division strategic planning function.
Expert in turnaround management, process reengineering and crisis management. Equally
successful spearheading start-up banking and technology ventures and accelerating profit growth
within established markets worldwide.
Distinguished Professional Activities:
Published Author, Correspondent Bankinp Journal, Global Finance and Euro Money.
Guest Speaker on correspondent banking and regulatory issues at conferences worldwide.
Appointed Representative to the Federal Reserve Advisory Group on Payment System Risk.
Appointed Representative on Financial Services Advisory Group to Bulgarian Government.
BANKING, LENDING & FINANCIAL SERVICES EXECUTIVE
Twenty-year management career as a Senior Operating Executive leading successful start-up, turnaround and
high-growth organizations. Expert in building consensus and leading cross-functional teams to action and
achievement. Combines strong P&L, general management, strategic planning, sales and marketing expertise
with the ability to capitalize upon market trends and emerging market opportunities. Comprehensive
knowledge of lending, underwriting and loan processing procedures, systems and technologies. MBA Degree.
Built production volumes to unprecedented levels and delivered fee income 55% over projection.
Over 15 years experience in the construction, renovation, maintenance and management of multi-use
commercial properties and large facilities complexes. Committed to quality customer service and satisfaction.
Experience i ncl ud es :
Project Planning & Design Purchasing 8. Materials Management
Project Scheduling & Site Management Subcontractor Negotiations
0Project Estimating 8. Budgeting Worltflow Planning 8. Coordination
Regulatory Compliance Capital Improvements 8. Expansions
Excellent qualifications in managing general building trades and technical elements of architectural
maintenance and construction. Thorough worlting Itnowledge of building codes and regulations including
ADA, JCAHO, NFPA-LIFE SAFETY, OSHA and BOCA.
Hands-on Operating Manager with 10 years professional experience. Expert in analyzing existing operations
and implementing the strategies, processes and technologies to improve organizational performance.
Leader in the design of Activity Based Management concepts to facilitate process improvement.
Delivered multi-million dollar improvements in productivity and operating efficiency, cost reduction and
earnings. Strong PEL management, project management, information technology, human resources and
benchmarking experience. Sharp presentation, negotiation and team building qualifications. MBA Degree.
Over 1 5 years top-fligh t management experience consulting and directing manufacturing, production and
industrial operations worldwide. Pioneer in the design and delivery of innovative change management
programs that have generated millions of dollars in cost savings through redesign of internal operating,
production and business processes. Expert in facilitating change in a workforce to support reengineering
initiatives and meet organizational operating, financial and quality objectives.
CUSTOMER SERVICE AND DISTRIBUTION MANAGER
Results-driven professional with 10 years experience managing high-volume business operations.
Excellent problem-solving skills and a strong orientation in customer service/ satisfaction. Able to
work under pressure in fast-paced, time-sensitive environments. Experienced in analyzing and
streamlining product delivery systems to increase productivity, quality and efficiency. Proven ability
to manage projects from planning through execution and completion. PC proficient in Microsoft office
applications with extensive knowledge of system capabilities.
Customer Relations Freight & Transportation Operations
Policy/ Procedure Development Productivity Improvement
Distribution/ Warehousing Management Staff Training/Development
Order Management Business Systems Implementation
HIGHER EDUCATION EXECUTIVE/ SENIOR MANAGER/ VICE PRESIDENT
Twenty-year collegiate and university management career with three distinguished institutions. Consistently
successful in introducing strategic marketing and operational plans, athletic programs and student services to
increase enrollment, enhance the student experience and strengthen competitive market position. Strong
leadership, communication, and student and institutional advocacy skills. Committed to holistic student
development and learning experience. Core competencies include:
Departmental/ Divisional Leadership
Admissions & Recruitment
Enrollment Management
Financial Aid
Strategic Planning
Budgeting & Financial Planning
Intercollegiate Athletic Operations
Alumni Relations & Fundraising
Career Development & Placement
Campus & Residence Life
Student Activities & Services
Analytical & Statistical Methodologies
Senior R&D Professional successful in leading sophisticated product design, development and scale-up
programs for diverse market and industry demands. Liaison among R&D, manufacturing and marketing to
define customer demand, lead product development and facilitate cost-effective, quality-driven production.
Experienced in health care, pharmacology, photo imagesetting, printing, industrial, automotive and construction
products/technologies.
Excellent qualifications in cross-functional team leadership, resource management, project planning and
technical documentation. Effective customer liaison with strong interpersonal and communication skills.
Expertise in designed experiment and statistical analysis methodologies.
Fifteen years of progressively responsible experience in engineering design and project management for
clients in the US, Canada, Latin America, Far East and Australia. Combines excellent technical, analytical and
engineering qualifications with demonstrated achievement in delivering multi-million dollar projects on time
and within budget. Strong leadership, team building and problem solving expertise. Qualifications:
Project Design 8. Management
Engineering Management
Estimating, Budgeting and P8.L
Field Installation Management
Resource Planning 8. Management
Client Presentations 8. Negotiations
Cross-Functional Team Leadership
Vendor Selection 8. Negotiation
Material Selection 8. Management
Product 8. Technology R8.D
Excellent sltills in client relationship management and cross-cultural communications. PC proficient with
CADRA CAD, Lotus, Microsoft Projects, Wordperfect, and other spreadsheet, database and word processing
applications. Experienced in PC FORTRAN and BASIC programming.
QUALIFICATIONS:
Financial Analysis & Reporting Economic Analysis
Capital Budgeting & Administration Quantitative Analysis
Project Forecasting & Budgeting Resource Planning & Allocation
Project Staffing & Management Cost & Benefit Analysis
Public Speaking & Presentation Team Building & Leadership . Customer Development & Management
Technology Concepts & Theory
Excellent qualifications in managing large-scale projects, from concept through planning, design,
development and task management. Precise, detail-oriented and analytical. Proficient in MS Project,
Excel, Word and Powerpoint. Fluent
Corporate Finance Executive with 1 5+ years of senior-level financial, operating, general management and
consulting experience. Expert qualifications in financial planning and analysis, budgeting, cash management,
banking, debt management, treasury, cost and general accounting, cost reduction and performance/
profit improvement. CPA.
Structured and negotiated complex public and private financings, mergers, acquisitions and divestitures
with aggregate value of $5+ billion throughout career. Top-flight negotiating experience.
Dynamic management career building and leading corporate finance and accounting organizations for
a diversity of partnerships, joint ventures, subsidiaries and corporations. Combines expert strategic
planning and finance qualifications with strong business development, negotiation and leadership skills.
Financial Planning & Analysis Investment Management
General Accounting & Reporting Equity & Debt Financing
Budgeting (Capital & Operating) Road Show Presentations
Tax Planning & Compliance Credit & Lending
Cash Management & Optimization Asset Management & Yield

Demonstrated record of leadership in building corporate value. Consistently accelerated revenues and
profit growth through expertise in marketing, finance and management. Qualifications include:
Corporate Finance
Expert in full range of corporate financial affairs, including general and project accounting,
cash flow management, banking, tax, budgeting, forecasting, financial analysis and financial
reporting. RESULT: Created complete financial infrastructure to support venture that grew
from start-up to $37 million.
I nvestment Finance
Prepared written and oral presentations for institutional and private investors to fund business
start-up, expansion and project financing. Prepared all financial documents, coordinated
regulatory reviews and identified alternative funding sources. RESULT: Raised approximately
$125 million throughout career for companies and clients.
Marketinq & Business Development
Evaluated market demand and opportunity, created strategic marketing and business development
plans, designed marketing communications and launched market penetration. RESULT:
Led successful expansion into new business markets and won strong market positioning
against well-established competition. Generated over $6.5 million in new revenues and
closed over 500 account sales.
Sales Manaaement
Built and led top-producing sales and support teams that consistently delivered revenues in
excess of projections and won increasing market share against strong competition. RESULT:
Negotiated and closed over $130 million in gross sales throughout career.
I lt.ainin_a & Development
Expert in the design and development of customized training programs with emphasis on sales,
marketing, finance, leadership development, communication skills, public speaking and
general management. RESULT: Strengthened sales and management teams as President
and Sales Champion of the Dale Carnegie course. Trained 200+ professionals over a threeyear
period.
I nformation TechnoZogg
Introduced PC systems and applications to automate finance, accounting, sales and lease
administration, marketing and general management functions. RESULT: Replaced manual
systems with state-of-the-art technology and improved productivity, efficiency and
organizational capabilities with Lotus and Microsoft applications. Outsourced operating
and financial functions through systems applications.
Talented young professional with three years experience in the conceptualization, design and leadership of pioneering
efforts in process, productivity, efficiency and quality improvement. Provided the strategic and tactical actions that delivered
millions of dollars in revenue gains and cost savings through organizational development and workforce optimization.
Strong qualifications in team building and team leadership.
Technically astute Risk Management Professional with expert qualifications in strategic risk financing strategies
and management plans. Delivered strong and sustainable cost reductions while expanding coverages,
maximizing premiums, reducing exposures and limiting liabilities. Talented negotiator and team leader with
substantial contributions in problem solving, decision making and crisis management. Top-level advisor to
executive operating, management, financial and legal teams worldwide.
Comprehensive and substantive knowledge of all facets of corporate tax planning, compliance and audit
management. Consistently successful in identifying and capturing advantageous tax positions through
combined expertise in strategic business planning, transactions management, corporate finance and
corporate legal affairs. Guided senior management and financial executives through complex corporate
development and financing projects.

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