Financial Analysis, Mgmt. Reporting, Compilations, Special Projects - Over 20 years of International Experience

9/1996 – 12/2000

• Assisted product manager and development team define enhancements and functionality on tax and financial applications.
• Lead to early release of ERA package for Epicor Software – saving $150k in overtime costs and rework.
• Introduced proficient test planning, strategy and systems testing techniques, modules to minimize costs
• Directed testing and fixing of bugs reducing customer complaint rate by at least 15%.
• Managed and devised Test Plans, Test Cases, Test Scripts and execution of regression suites.
* Lead testing group on Inventory, Manufacturing, Production and GL suites.

BOARD, Testen, Testdesign (IT), Qualitätsmanagement / QS / QA (IT), SAP Beratung (allg.), Rechnergestütztes Betriebsleitsystem (RBL), Technisches Testmanagement / Testkoordination, Management (allg.), Projektfinanzierung, Arbeitszeit- / Gleitzeitsysteme, Produktmanagement, Öffentlichkeitsarbeit, Design (allg.), Indesign, Finanzierungsberatung, Rechnungswesen (allg.), Handel, E-Commerce

4/1994 – 9/1996

• Cultivate clients for financial planning services, retirement, estate and tax planning to wealth management.
• Provided customized retirement planning for employees of corporate clients through seminars and one-on-one.
• Consulted with client on financial product, services, risk management and portfolio design and balancing.
• Advised clients on personal financial management and strategic for achieving their financial goals and targets

Management (allg.), Risikomanagement, Personalwesen (allg.), Öffentlichkeitsarbeit, Design (allg.), Indesign, Finanzierungsberatung, Finanzielle Planung, Dienstleistung (allg.)

1/1986 – 9/1996

• Developed strategic business development plan, client acquisition and referrals, service offerings and practices
• Prepared Budgets, Estimates, Forecasts, Cash-Flow Analysis, Cash-Management and Tax Returns
• Supervised monthly closing, preparation of Management Reports, Financial Results and Internal Audits.
• Lead implementation of Client Business Plans, arrange Venture Capital, Equity Investments and Financing.

Management (allg.), Business Development, Fusionen und Übernahmen, Business Plan, Öffentlichkeitsarbeit, Venture Capital Finanzierung, Finanzanalyse, Finanzierung, Investition / Desinvestition, Controlling, Rechnungswesen (allg.), Cash-Flow-Analyse, Steuerberatung, Audits, Dienstleistung (allg.)

4/1983 – 9/1986

• Introduced Financial Analysis Tools, Rapid Reporting Procedures, reducing redundant data by 40%.
• Lead Monthly Currency Translated Financial Reports, Management Discussion, reports into UK formats.
• Established Fixed Assets tracking system, implementation McCormick and Dodge, FA Management Systems.
• Assisted in implementation of MAPICS system, - reducing inventory levels and carrying costs > $300k.
• Designed efficient data gathering and financial reporting processes, reducing error rate by 50%.

Reporting, Rechnergestütztes Betriebsleitsystem (RBL), Ortungstechnik, Management (allg.), Führungssysteme, Arbeitszeit- / Gleitzeitsysteme, Öffentlichkeitsarbeit, Design (allg.), Devisenhandel, Finanzanalyse, Übersetzungen

9/1979 – 4/1983

• Preparation of Financial Statement, Tax Reports, Annual Results, and Analysis.
• Conduct interim and annual Financial Audits, Tax Returns, Schedules for small to medium- sized clients,
• Provided Consulting Advise, Treasury Management, Financing and Treasury Techniques and Practices.

Service Management, Qualitätsmanagement / QS / QA (IT), It-Beratung, Management (allg.), Auditor, Öffentlichkeitsarbeit, Corporate Finance, Finanzierung, Treasury, Audits