Manager Sales

Richard B. Donovan

PO Box **** Lake Arrowhead CA 92352 . ***********@***.*** . 909-809-

2572

OBJECTIVE: Position as Financial Analyst working with senior management

and cross-functional teams to improve system processes and

reporting routines.

Please see Project Experience beginning on page 3.

STRENGTHS:

. Extensive experience with P&L modeling and analysis

. Demonstrated ability to improve systems and processes

. Advanced Excel and Access skills (GUIs, controls, programming)

. Customer focused, sensitive to deadlines

EXPERIENCE SUMMARY:

Coastal Management Resources, Lake Arrowhead CA

Feb 2010 - May 2011

Sr. Accountant - temporary position at 30 person real estate development

company

R & M Supply, Riverside CA

Jul 2009 - Dec 2009

Chief Operations Officer - 90 person manufacturing and wholesale

distribution company

. Direct functional responsibility for manufacturing, materials,

and IT

. Lead technical contact for xTuple, the company's ERP system

. Developed a work order planning model to improve the MRP/MPS

system

. Implemented product level manufacturing metrics to track

throughput and efficiency

. Managed upgrades to the IT infrastructure (additional DS1 lines,

security, backup, etc.)

. Re-organized 18,000 square foot off-site warehouse and installed

a bin location system

. Worked with Customer Service to improve backorder prioritization

and fulfillment

. Designed and implemented an HR admin system, providing

customized line item information to Supervisors and Managers

. Implemented a simple, but effective AR collection model

decreasing past dues by >25%

. Developed several complex, interactive Excel worksheets for

Sales and Marketing, pulling data directly from the ERP system

Advanced Monolythic Ceramics, Olean NY

Jan 2007 - Jun 2009

Controller - 180 person electrical component manufacturing company

. Daily management of Cash, AR, AP, payroll, and billing functions

. Developed P & L reporting by product line, with drill down

capability

. Implemented processes for reporting operational metrics and

dashboard KPIs

. Coordinated year end review and reconciliation with outside CPA

firm

. Developed and maintained detailed cash flow analysis tied into HR

(salary info), AP, AR, sales forecasts, and fixed asset planning

. Developed a comprehensive WIP tracking program, including numerous

interactive exception reports to identify data discrepancies and

areas of constraint

. Enhanced several tracking and reporting programs to comply with

ISO 9001 requirements

. Lead person for implementation of statistical process controls

within the company

. Designed and implemented a Purchase Requisition/Order/Receiving

system, greatly increasing efficiency and improving cash flow

forecasts

. Developed weekly timed phased reports for material component

requirements, dramatically improving cash flow and reducing cash

outlays due to overbuying

. Designed several interactive analytical tools to assist Sales

Administration

. Served nine months as Interim HR Manager

Level3 Communications, Coudersport PA

Oct 2000 - Jan 2007

TelCove (1,400 employees) - acquired by Level3 Communications in July

2006

Senior Financial Analyst

. Developed programs to parse in, scrub, and summarize billing data

to the General Ledger

. Led design on an integrated cash application system encompassing

data from company's six disparate billing systems

. Assisted in the conversion of GL accounts and historical data into

Oracle

. Automated the application of lockbox cash receipts

. Developed a dynamic AR collections program integrating billing and

payment detail

. Lead person in Revenue Dept working with internal Sarbanes-Oxley

compliance auditor

. Developed an interactive GL reporting and analysis tool to

supplement Oracle reports, including drill down capability,

charting, and variance analysis

. Developed numerous programs to assist the Regulatory Compliance

group to calculate and file local, state, and federal reports

including a fully automated process for summarizing and reporting

over 400 monthly filings for 911 fee payments

. Lead person for the re-design of the CAPEX reporting, tracking, and

forecasting system, including ROI analysis and automated reporting

to Project Managers

PRIOR POSITIONS HELD:

Engineering Financial Manager for a 1,500 person test equipment

manufacturer

Cost Accounting Supervisor for a 2,000 person computer manufacturer

Financial Analyst at Digital Equipment Corp., 40,000 world-wide

employees

EDUCATION: St. Mary's College, B.A. Business Administration

PROJECT EXPERIENCE - see following pages

Richard Donovan - select project experience

Throughout my career, I have always looked for more efficient and accurate

ways of managing data and have developed a knack for parsing, scrubbing,

analyzing, and summarizing business information. The following is a

partial list of specific accomplishments.

Revenue Recognition

For a $25 million/month company, pulling in data both from external and

internal sources, developed a comprehensive, standardized database of

billing information for summarizing and uploading to the General Ledger.

Some of this data was in the format of electronic reports (header info

followed by line item transactions) and required substantial parsing which

became integral components of the application. The project also included

numerous error checks such as unknown or new customer, unknown billing

code, non-numeric invoiced amount, etc.

Cash Application

Developed forms for AR personnel to apply lockbox payments to the correct

billing account numbers. Design included numerous controls, some of which

were in-line verifications using VBA code. Data checks verified correct

accounts, amounts, and that all required fields contained authorized

values. Batch controls ensured payment applications matched bank deposits

prior to uploading to the GL. Application also included corresponding sub

forms and controls for credit/debit adjustments and transfers between

accounts. After initial write-off of $200,000+, the new system provided

for daily reconciliation of the G/L balance to the sub-ledger customer

detail.

General Ledger

Designed an interactive GL reporting and analysis tool to supplement Oracle

reports, including drill down capability, charting, and variance analysis

also with drill-down capability showing period transactions sorted by

dollar amount. Included the ability to output formatted Excel reports at

will.

Revenue Reporting

Automated the distribution of a series of monthly management reports via

automated email and email attachments. Changes to the management table

(Regional Manager, Manager, Financial Analyst, etc.) would determine who

gets what report. RM would get the summary and detail reports for all

profit centers in his region. Manager would receive his set of reports,

etc.

Sales Support

Designed and implemented an interactive database of sales history which was

updated daily through automated extracts from the shipping and invoicing

system. User selected menu choices identified sales by part by customer,

sales by customer by part, pricing history by part, last sale price, etc.

Another key report which was generated automatically each morning via data

downloads was the daily and month-to-date Sales and Bookings report which

provided both detailed and summary info by customer. The report also

included a graph of month-to-date sales against forecast along with a

superimposed line showing late shipments.

Accounts Receivable

Designed a comprehensive application for an six person collections

department. Nightly macro pulled in detailed billing and payment

information, merging the information into a single transaction database. On

screen forms allowed for drill down capability to the transaction level and

the ability to export to a formatted Excel report suitable for immediate

emailing to the customer. Design also included complete documentation of

all contacts made (date/time of contact, who contacted, summary of contact,

follow-up date). Individual customers were assigned to specific collections

agents with their sign-ons limiting them to those customers, while the

Department Manager saw all the activity including productivity reports by

agent.

Regulatory Compliance

For the regulatory compliance department at a telecommunications company

with annual filings of over 8,000 reports and tax payments for 20+

subsidiary companies:

Designed a highly complex interactive Excel spreadsheet for calculating

taxes and fees due for various telecommunication charges. Worksheet was

fed by dynamic external files which quantified monthly carrier and end

user charges by state by company. GL information was also fed into the

model to identify types of customer charges which determined their tax

status (e.g. intrastate, interstate, private line, etc.). Associated

database of filings and payments reduced penalties and late fees to

nearly $0 upon implementation.

Automated the reporting and payment of 911 charges for over 400 monthly

filings. Project included the development of customized, detailed

reports (and envelopes) for each entity payment.

Property Management

Using MS Access, designed an application for the in-house property

management department to track over 600 company owned and leased

properties across the U.S. The main data entry form was designed for entry

level clerical use, and in order to minimize input errors, was designed to

closely follow the hard copy forms submitted by field personnel. Also,

data standardization was established via drop-down menus for fields such

as Insurance Certificate Frequency (annually, upon request, upon change,

etc.). This project also included the development of several routine

reports including property summaries, renewals pending, overdue payments,

contract expiration tickler, etc...

Fixed Asset Tracking

Led the design of an extensive project to migrate the fixed asset tracking

system from Excel to Access. Functional components of the system design

ranged from initial project request to approval to in-process tracking to

management reporting. Design included integrated ROI analysis and automated

exception reporting (e.g., auto emails if the capital request lacked the

required non-recurring engineering fee value even if $0, or if the request

has been pending approval in excess of 3 days for a Manager, 5 days for a

VP). In addition to numerous management tracking and summary reports, data

feeds were developed for direct uploading into the GL and into the Oracle

Fixed Asset module if/when the asset was put into service.

Manufacturing WIP

To supplement hard coded reports which were basically a set of reports

showing which orders and parts numbers were in process at which location,

and which orders had not yet been released to manufacturing, developed an

interactive reporting tool which identified potential or actual part

shortages and very importantly, identified potential late deliveries based

upon how far ahead or behind the order was within the process. The new

system helped to reduce late deliveries tremendously by highlighting

potentially late orders earlier in the cycle and by identifying potential

bottlenecks at the department level.

Manufacturing Planning

Converted a batch process to an assembly line process and established

manufacturing metrics at the product level which allowed for more accurate

product costing and highlighted any problems on the production floor. Also,

developed an automated routine to calculate weekly build schedules by

product

Statistical Process Controls

Using Microsoft Access, developed several interactive SPC control programs

that were available to operational and engineering personnel on a real time

basis via terminals located next to the operation being monitored. Control

process included clean room particulates, ceramic tape thickness, drilling

measurements, oven temperatures, gold plating, and sonoscan testing.

ISO Training Documentation

Rewrote the existing employee training & tracking system to comply with ISO

qualification requirements. Standardized training naming conventions.

Implemented controls to ensure data integrity. Training name, trainer name,

and employee name (tied to dynamic HR admin system), were all populated via

pull-down menus to ensure data integrity. Standard reports could all be

filtered for a specific time period and for one or all employee names. One

of the key reports, the Training Due report, identifies all employees

trained for a specific task whose renewal training is coming up with a user-

specified time period. The report also identifies if the last Trainer for a

specific training is no longer with the company in which case the

Engineering Manger must identify his/her qualified replacement.

HR Administration

Developed an HR tracking system for a 180 person company including profile,

performance, compensation, and attendance information. Reports included

customized department reports by manager, automated EEO reporting, and a

crosstab report by department by location to satisfy fire department

evacuation regulations.

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