Sales Manager
Resume:
Joel B. Lipschultz, MBA
Warminster, PA 18974
I have a multi-business and extensive background. This enables me to
draw from a variety of solutions to resolve specific issues. This broad
perspective enables me to guide a company in becoming more profitable and
efficient; which has been my focus throughout my career.
Some notable accomplishments are:
1. By learning 5 ERP systems in a short amount of time and discovering
software capabilities, I provided comprehensive reports with
recommendations.
2. I took an 8-day month-end close process and reduced it to 1 day and
increased the quality and depth of the information for analysis.
3. With discussions with production and test managers, profits were
increased as a result of corrective measures.
4. I took the payroll operation from a several day process to a half-a-
day activity. Further, this process also
allowed us to measure labor efficiency in all cost centers and
track costs on R & D projects and time and
material contracts.
5. I taught employees how to use Excel and the ERP system to simplify
their jobs.
6. By using several methods I simplified the annual plant budgeting
process that also captured cost deviations and errors in BOMs, as well
as, assisting in future cash and staffing requirements.
7. Convincing management to use activity ratios showed there were areas
in the business where improvements were necessary. This lead to
process streamlining and manufacturing cost savings.
8. Simplified foreign and domestic credit sales and letters of credit.
I learn quickly and apply seemingly unrelated experiences to current
situations to affect positive outcomes. Although my resume is a good
overview of my background, an interview could reveal other skills that
could be utilized in assisting your company achieve its goals. To set up a
convenient time, please call me at 215-***-**** or E-Mail me at
***************@*****.***.
Sincerely,
Joel B. Lipschultz
Joel B. Lipschultz, MBA
JOEL B. LIPSCHULTZ, MBA
411 Natale Lane
Warminster, PA 18974
***************@*****.***
PROFESSIONAL QUALIFICATIONS:
. Accounting professional with extensive hands-on experience and
education.
. Build working relationships through a direct approach to produce
changes and reach goals.
. Top expectations by finding innovative ways and cost savings during
prosperous, as well as, challenging economic times.
CAREER HISTORY:
CONTRACT POSITIONS, Southeastern PA Area Manufacturing, Retail,
Pharmaceutical and Tax Returns
Cost Accounting, Financial Analyst and Tax Return positions Overlap With
Transcon 5/06 to: Present
Accounting
Complete month-end activities; analyze manufacturing variances, cost of
sales, Prepared Key Performance
Indicators (KPI) and financial reports.
Prepare and analyze financial reports comparing factors effecting pricing
and profitability.
Budgeting: Convert sales forecasts into monthly cash requirements and labor
staffing by department (business unit)
Determine department labor and overhead rates. Analyzed overhead absorption
variances.
Process improvement
Reconcile bank statements and inventory accounts to physical inventory
Individual tax returns (15+ years experience)
Compiled information for bank financing perfection agreement and Bank
Borrowing Certificate
Developed standard accounting practices for all locations to follow for
uniform reporting.
Tested new version of Solomon and FRx for functionality; taught others the
new reporting and customizations.
Analyzed actual to standard costs; investigated variances; implemented
preventive measures.
Management
Supervised Production, Invoicing/Accounts Receivable, Accounts Payable and
Payroll.
Production Experience
Estimated labor hours based on booked orders to schedule machine time and
labor utilization.
Analyzed actual to estimated costs; investigated variances; implemented
preventive measures.
TRANSCONTINENTAL DIRECT, Warminster, PA Printing, Publishing and
Advertising-Direct Mail
Cost and Senior Accountant
5/07 to: 12/08
. Developed a new method to collect and analyze data in PowerCerv.
Cost Accounting
Prepared Key Performance Indicator (KPI) reports for efficiency,
profitability and cost trends.
Simplified month end analysis, provided various presentations for
consideration for future reporting.
Analyzed job revenue and costs using Access Data Base derived from data
from 5 ERP systems.
AMPLIFIER RESEARCH, Souderton, PA Manufacturer of Electronic Test
Equipment, Commercial & DoD
Cost and Senior Accountant, Credit Manager
5/97 to: 5/06
. Developed investigative steps that provided a detailed explanation of
manufacturing variances. One change saved $40,000.
. Instituted the use of financial ratios as part of the month end
reporting package
. Cut month-end-closing from 8 days to 1 day.
. Self-motivated to convert sales forecast into budget framework for
monthly cash requirements and labor staffing.
. Reduced payroll-processing time from 3 days to 1/2 day and improved
information quality and content.
. Assisted in ERP software transition and installation
Financial Analysis
Introduced activity ratios to evaluate financial and production
performances.
Prepared recurring and one-time management reports. Made recommendations
based on those findings.
Prepared summary reports for management comparing factors effecting
pricing and profitability.
Cost Accounting and Budgeting
Completed month-end activities; analyzed manufacturing & overhead
variances, cost of sales & financial reports.
Analyzed actual to standard to budgeted costs. Suggested alternative
manufacturing procedures.
Budgeting: Converted sales forecasts into monthly cash requirements and
labor staffing
Determined department labor and overhead rates. Analyzed overhead
absorption variances.
Credit and Cash Management
Reviewed D&B and other credit information to grant terms and credit
limits
Formulated standard criteria for Letters of Credit terms and conditions.
Arranged for Letters of Credit.
Supervisory
Supervised: Payroll, Time Entry, Cost Accounting,
Payroll Services: Paychex, Zurich Payroll Solutions and ADP
O. I. C., Philadelphia, PA Non-Profit School
Staff Accountant 2/95 to:
5/97
. Developed a departmental fund balance monitoring report which solved
"use it or loose it" loses.
Accounting
Invoiced funding agencies, made bank deposits and performed account
reconciliations.
A/P - Verification of invoices, receiving records and purchase orders,
assigned account codes
Payroll - time entry and transmit to ADP. Created spreadsheet for salary
allocation & G/L postings.
Career History Prior to Accounting
Purchasing, Production & Inventory Control:
Nuclear Research Corporation, Warrington, PA Radiation & Hazardous Gas
Detectors, Commercial & DoD
Purchasing Agent 9/89
to: 2/95
. Purchased every item on 20,000 unit military order, all items arrived
on time and significantly under estimated cost.
. Found products and services other purchasing professionals could not.
. Solved a flow problem on a contaminate detector for liquids.
Purchasing Experience
I purchased high dollar value items, electronic components, printed circuit
boards, machined parts, sheet metal parts, weldments, castings and
radiation detection tubes and chemical sensors.
Pan Am Express, Philadelphia, PA Commuter Airline
Purchasing and Scheduling
9/84 to: 8/89
. Developed a maintenance schedule for aircraft; had the required
materials on hand which reduced aircraft downtime.
. Saved $10,000 on each aircraft engine and $7,000 per ground power
unit.
. Found a school that taught aircraft engine repair that agreed to buy
our scrapped engine parts.
Purchasing Experience
Purchased: aircraft engines, engine parts, maintenance materials,
electronic components, avionic components,
ground vehicles, ground power units, structural framework, cabin
furnishings, and passenger consumables.
Boy Machines, Inc., Lionville, PA Injection Molding Machine Manufacturer
Purchasing and Materials Management
8/80 to: 9/84
. Discovered a programming flaw in the MRP program; the fix reduced back-
order report from 300 pages to 4 pages.
. Generated income from inventory of discontinued parts by selling it to
customers instead of scrapping it.
Purchasing And Materials Management Experience
Purchased castings, machined parts, molds, resin, electronic, electrical
parts and hydraulics.
In charge of inventory. Maintained stocking levels for efficient production
and spare part sales to customers.
Prefasco, Inc., Horsham, PA Contract Manufacturing Facility,
Commercial & DoD
Office and Operations Manager
11/69 to: 8/80
. Worked my way up from unloading trucks to office manager by doing more
than was asked of me.
. Designed status report merging order due date, P.O. deliveries and
production schedules.
. Simplified office procedures, information systems, reports and records
. Maximized facility utilization. I proved that by moving equipment it
improved work flow and yielded greater capacity.
. Created a 3 & 6 month profitability & cash flow report.
Purchasing & Production Experience
Estimated labor hours based on booked orders to schedule machine time and
labor utilization.
Analyze actual to estimated costs; investigate variances; implemented
preventive measures.
Purchased raw materials, subcontracted-machined parts, sheet metal parts,
weldments and castings.
Management
Supervised Production, Invoicing/Accounts Receivable, Accounts Payable and
Payroll.
SOFTWARE SKILLS
ERP/Accounting Software: Great Plains, Aftec Pro 3+, Axapta, SAP and
Quickbooks Pro, Solomon and FRx, PeopleSoft, Job Management, Logic,
PrintStream, PowerCerv, EFI/PSI, MAS
Office Software: Excel, Word, Access, PowerPoint, Outlook, Turbo Tax, Track-
It, Lotus 123, Word Perfect
EDUCATION
Self-Educated Sarbanes Oxley
University of Phoenix, Philadelphia, PA MBA Accounting
GPA 3.91/4.00
Temple University, Philadelphia, PA. BA Accounting Degree
GPA 3.21/4.00
Delaware Valley College, Doylestown, PA Computerized Accounting
(QuickBooks) GPA 4.00/4.00
Pennsylvania State University, Abington, PA Production-Master Planning &
Purchasing GPA 4.00/4.00
Contact this candidate