M. Dan Bergman 310-***-****
**** **** ****., #** ( Santa Monica, CA 90405 (
*******@**********.***
Summary of Qualifications
( Over ten years experience in Financial Planning and Analysis
( Conducted and documented complex financial analysis projects
( Supported annual budgeting process by gathering information,
analyzing
trends and providing reports
( Assisted in preparing monthly financial reports to the board of
directors
Computer Skills
Excel (2007), Power Point (2007), Access (2003), SAP, People Soft, Oracle,
MAS 200
Education and Training
MBA - Corporate Finance and Strategic Planning
University of Michigan, Ann Arbor, MI
BBA - Accounting
University of Stockholm, Stockholm, Sweden
Professional Experience
Consultant/Senior Financial Analyst
04/1996-present
(Clients included Computer Science Corp (CSC), Transamerica, GE Capital
(ResCom), Northrop-Grumman, Scan Health Plan (HMO), Bixby Land Company
(R.E. Developer)
( Developed an improved budget, forecasting and rolling planning
system.
( Wrote detailed monthly and quarterly board reports for Controller and
CFOs.
( Wrote clearer accounting procedures for more accurate revenue
recognition.
( Analyzed and made recommendation on implementing a new detailed ERP
system.
( Analyzed and recommended the implementation of accurate planning
routines.
( Developed accurate standard cost and cost of goods sold modules.
( Consolidated two pension plans and their reporting in corporate
merger.
( Project managed a group of 25 people to launch a 401K product.
( Made recommendation of full-fledged reorganization of the Finance
Function.
( Researched to find out competitive position and opportunities.
Corporate Finance Support Specialist 09/1989-01/1996
McKinsey & Company
( Assisted in building a quick response group responsible for
supporting consulting
teams worldwide with valuations, restructuring, competitive analysis,
benchmarking
( Advised consulting teams in 150 valuations and restructuring studies.
( Developed training material of group's expertise and presented the
material on a nation wide tour to educate the firm's library staff of
firm's resources.
( Wrote monthly presentation book for firm's pension fund, which was
used as a basis for the Trustees investment decisions.
( Developed the first communication package for members of the pension
plan.