SUMMARY

• Technical management professional with newly updated Information Technology, Finance, and Accounting graduate education having over 17+ years of work experience with Fortune 500 firms in business analysis, technology project management, financial planning, and development of business cases for executive management decision making.

PROFESSIONAL EXPERIENCE

Business Analysis

Confidential - Oakbrook Terrace, IL

Responsibilities:

• Excellent graduate student, consistent performer, straight A grades in the following courses: Database Concepts, Computer Security, System Planning, Analysis, and Control, Enterprise Data Management, Managerial Applications of Data Management, and Networking Concepts and Applications.
• Especially skillful in informatics, business intelligence, business process design, project management, technical writing and reporting.
• Interested in Business Analysis, Business Process Improvement, Datamining and Informatics Reporting, and Project management of Information Systems for application in Health Care Systems, Accounting, Finance, Logistics, and Manufacturing environments.

Licensed Financial Advisor

Confidential - Wyomissing, PA

Responsibilities:

• Increased assets under management Confidential rate of $5 Million per year.
• Identified financial products and services to meet clients' financial goals. Set-up retirement plans for individuals and businesses. Created financial plans, designed and managed portfolios to be consistent with investment plans and asset allocation strategies, and reported on performance to clients.
• Traded stocks, bonds, mutual funds, closed end funds and electronically traded funds. Sold Fixed and variable annuity and life insurance products, defined benefit and defined contributions plans, IRAs, 401k plans, SEPs, and ROTH IRAs.
• Successfully used seminars, networking, cold calling, and client referrals. Excellent track record of acquiring and consolidating clients' assets held with other firms.
• Returns on assets consistently beat weighted average returns for bond and equity benchmarks.
• Clean U4 FINRA Securities Registration history.

Business Consultant

Confidential, New Philadelphia, PA

Responsibilities:

• Implemented proper accounting procedures and introduced Quickbooks® accounting software for manufacturing company.
• Trained office staff in accounts receivable, accounts payable, general ledger bookkeeping, and payroll processes.
• Audited corporate financial records to recreate missing financial information, updated poor financial records and filed missing payroll quarterlies discovered after internal audit of prior bookkeeper's ledgers and statements.
• Worked with federal and state tax agencies to clean-up firm's back taxes and penalties and implemented cash management procedures to prevent future tax arrears attributed to previous bookkeeper deficiencies. Utilized advanced skills in financial analysis, financial reporting, general ledger accounting, inventory management, variance analysis, and asset management.

Product Line Manager/Project Manager

Confidential, PA

Responsibilities:

• Managed definition of Customer Relationship Management System dat integrated Software Technical Support operations with Call Center operations.
• Managed the requirements definition of Lucent Technologies' Technical Support web site platform as lead manager for the Communication Software business unit (70 product lines) through collaboration with cross-functional, multidisciplinary product teams with 6 other Lucent business units. Presented program funding requirements to executive management to obtain budget to develop and introduce website.
• Completed the strategic plans and operational budgets for a $6 million R&D budget in the development of standards, software, and chips sets for advanced videoconferencing, digital cable box, and HDTV. Reported monthly operational results to senior management.
• Assembled and managed multidisciplinary project teams for the product development of Solid State Relays dat introduced 15 new products and a new optically-coupled package in a 2 year period.
• Prepared and presented the business case to transfer a proprietary manufacturing process to enable expansion of contracted manufacturing capacity in Penang, Malaysia, without need for increased capital investment in company-owned plant in Bangkok, Thailand.
• Managed contractual exhibits to Master Agreement governing business relationships on joint product development and private labeling agreements with Siemens, Germany.
• Managed the discontinuance of obsolete products for division, including development of alternate sources and sale of pieces of LED and Optoisolator product lines.
• Managed complex multi-national engineering project team dat resulted in 10% packaging cost reduction used in two overseas factories by converting a key component to a lower cost Japanese supplier resulting in annual cost savings of $840,000.
• Developed advanced financial model in Excel with Visual Basic graphical user interface to evaluate feasibility of investment in Lucent technical solutions through discounted payback period and net present value analysis; Presented findings to client team to assist Lucent sales team to close on multiple million dollar solution deals.
• Presented Confidential tradeshows and published white papers to advance application and marketing concepts for Cable Solutions products and services.
• Created and presented training and educational materials for sales teams to educate on benefits of Cable Solution financial modeling services.
• Developed remote access virtual private networking applications to showcase Paradyne’s DSL technology Confidential tradeshows.
• Member of Technical Staff of Bell Laboratories (Secret clearance) developed and conducted thermal test plans to validate heat exchanger design of military computer system for submarine applications; Developed configuration management system in SQL database to develop product parts list roll-ups for 7 different system design configurations to ensure component availability for prototype manufacture; Lead Engineer on ISO-2000 Hardware Design Quality Improvement Process.

TECHNICAL SKILLS

• Microsoft Word
• Excel
• PowerPoint
• Quickbooks Accounting Software
• Lacerte Professional Tax Software
• Visio Access
• Microsoft Project
• SQL Server
• MS Access
• Project Management
• SharePoint
• QA Testing
• Systems Analysis
• Requirements Discovery
• Use Case Development
• Data Modeling
• Data Analysis
• Feasibility Analysis
• Database Design
• Agile
• Traditional Software Development Life Cycle
• Server Virtualization
• Cloud Computing
• Web 2.0
• High speed Ethernet Networking
• TCP/IP
• Backbone Networks
• VPN WiMAX
• Business Process Analysis
• Data Mapping
• Interface Design
• Prototyping
• Systems Development and Implementation
• Business Case Development
• Financial Reporting
• Strategic Planning
• Technical Writing
• SQL Database Queries and Reporting
• Information Research
• Risk Management
• Public Speaking