Manager Customer Service

David R. Wohlberg

**** ***** ****** ***** ****** Lake, MN 55025

612-***-**** ********@***.***

MANAGEMENT PROFILE

Accomplished accounting manager whose diverse 20-year background spans operations, finance, accounting, human

resources, insurance, banking, and mergers and acquisitions. Possesses a track record of guiding high-performing

administrative, operations, and sales teams to drive profitable growth and deliver value to stakeholders. Excels in

designing and improving reporting processes, systems, and infrastructures to increase efficiencies, reduce costs, and

maximize return on investment. Exhibits excellent communication skills and an ability to interface effectively with

all levels of an organization. Additional areas of expertise include:

Strategic Planning Profit/Loss Responsibility Business Startup/Integration Due Diligence Studies

Risk Management Financial Analysis/Reporting Policy/Procedure Development Business Restructuring

Inventory Control Contract Negotiation/Management Staff Recruiting/Development Change Leadership

SELECTED CONTRIBUTIONS

• Successfully negotiated favorable payment terms with vendors, maximizing time to pay and taking advantage of all

discount opportunities.

• Guided a 17-person administrative team ensuring timely and accurate accounting data on a daily, weekly, and monthly

basis.

• Reduced time to prepare financial statements from 15 to 5 working days.

• Identified and recovered over $20K in sales tax refunds.

• Collaborated with upper management to cut labor and operating expenses by $100K per month.

• Analyzed and reduced corporate insurance premiums by $12K annually while maintaining the same level and

quality of coverage.

• Designed a reporting system that allowed production managers to track and decrease usage of key materials by

40% while sustaining quality and retail pricing levels.

• Successfully merged benefits from 4 separate locations saving company $50K per year while maintaining coverage

levels for employees.

• Successfully built banking relationships growing credit line from $25K to $1mm.

• Served for two years on the four-person Board of Directors for the Technical Research Consortium of North

America, a national trade association of 15 member dental laboratories representing $70M+ in annual revenues.

CAREER TRACK

DENTAL ADVISORS, St. Paul, MN

Consultant 2009-Present

Provides a wide range of services to clients, including oversight of dental lab operations, supply management, inventory

control, facility/equipment maintenance, and creation of monthly/quarterly/annual budgets. Attends monthly meetings

and coordinates with a team of doctors to handle supply issues in a timely manner. Works with practice managers to

develop best practice operational procedures across multiple locations to ensure teams are performing at high levels,

providing exceptional customer service, and efficiently ordering/restocking supplies; identifies key personnel and

defines accountabilities during weekend and evening hours.

• Eliminated ordering process inefficiencies, out-of-stocks, and late orders by implementing a computerized ordering

system. Enhanced a facility’s visual appeal at minimal cost through updated, low-maintenance landscaping.

1 of 2

David R. Wohlberg

6788 210th Street North Forest Lake, MN 55025

612-***-**** ********@***.***

CAREER TRACK, CONTINUED

GEODIGM CORPORATION/EXCEL DENTAL STUDIOS, INC ., Minneapolis, MN 1994-2008

Controller/Vice President of Finance, GeoDigm Corporation, Dental Lab Division (2006-2008)

Served as a corporate officer and member of the executive team to drive the growth of this custom manufacturer of a

proprietary laser scanning technology with 140 employees and revenues of $12M. Led the financial operations team.

Produced and presented pro forma budgets, financial statements, and analyses to the board and senior management

team. Oversaw accounting, reporting, human resources administration, information technology systems management,

facility maintenance/security, vendor relations/negotiations, and operational processes/efficiencies. Interfaced with

corporate auditors to conduct annual audits of financial statements and ensure proper procedures and controls were in

place at each of five operating locations.

• Consolidated and integrated health benefits, 401(k), payroll processing, and inventory management for GeoDigm and

three newly acquired subsidiary companies with 150 associates.

Controller, Excel Dental Studios (2002-2008)

Was promoted to an executive position to optimize administrative/operational efficiencies and overall profitability.

Administered all financial reporting processes, including generating daily, monthly, and annual financial reports.

Approved and negotiated capital equipment purchases. Managed a $200K inventory. Recruited, hired, trained,

mentored, supervised, and evaluated operations, production, and administrative staff. Established corporate policies,

procedures, and protocols; created operations manuals.

• Boosted profits by lowering labor costs through accurate tracking and reporting of daily labor activities, facilitating

real-time decision making by management.

Accounting Manager/Supervisor, Excel Dental Studios (1994-2002)

Administered company payroll, accounts payable, accounts receivable, and inventory management processes.

Oversaw financial reporting/analysis and system performance reviews. Led the accounting team in performing day-

to-day accounting functions and monthly closings. Assessed daily accounting systems to ensure regulatory

compliance. Produced monthly, quarterly, and annual financial statements. Developed, implemented, and adjusted

internal controls and procedures in response to organizational growth.

• Lowered costs and improved reporting consistency and accuracy by developing and implementing innovative

reporting infrastructures.

TARGET CORPORATION, Edina, MN 1991-1993

Assistant Store Manager

Served on a store management team responsible for delivering $40M-$45M in annual revenues. Provided leadership

to a staff of 12. Implemented weekly business plans, including merchandise presentation/setup. Maintained labor

budgets in alignment with overall company plan. Resolved customer complaints.

• Earned a promotion from Area Manager to Assistant Store Team Leader in recognition of outstanding performance.

E D U C AT I O N

St. Cloud State University, Bachelor of Science in Accounting

2 of 2

Contact this candidate