Management Human Resources

David Bergman 224-***-****

* ******, *** ***** *******, Il 60007

*********@***.***

As a seasoned strategically focused leader, I am able to bring together a

unique combination of financial and operational experience to address

strategic issues and situations to allow organizations to achieve their

corporate goals. As a result of this broad range of experience and skill

set, I am able to be very effective by "looking in" from the outside,

seeing issues from a different perspectives and developing the appropriate

corrective strategy.

Areas of Experience

Strategic Planning Interim Management Process

Improvement

Mergers and Acquisitions Divestitures

Business Valuation Financial Modeling/Analysis

Benchmarking Contract Negotiation

Multi-Site Management Treasury Management Human

Resources

Career Specifics

DGBergman & Associates, LLC

2006 to Present

After leaving a successful career as a CFO in the Insurance/Health

industry, I transitioned into a consulting role to capitalize upon my skill

set and experiences. Examples of management and process consulting

activities include:

. SWOT Analysis for Non Profits as part of their strategic planning

process

. Cash Flow study for a major Insurer resulting in improved analysis, cash

projections and the development of analytical tools for management to

respond to changing business mixes and other external factors in a timely

manner

. Consulted with major Insurer in the development of strong financial

controls, reporting and testing for a new claims paying system

. Reviewed and provided guidance on the development of a strategy to market

ancillary services within the health and insurance industries

. Adjunct Faculty for Keller Graduate School/Devry University

CORESOURCE, Lake Forest, IL

1995-2006

CoreSource, a benefit integrator and claims paying organization operating

as a Third Party Administrator (TPA) was ranked as the second largest TPA

in the United States with revenues in excess of $150M with approximately

1,600 employees in 15 offices throughout the United States.

Senior Vice President and CFO: Managed staff of 70 employees through five

direct reports in multiple locations. As CFO, I was responsible for the

organization's overall financial activities including the development and

application of accounting policies and practices, strategic planning,

treasury, human resources and acquisitions.

. Reduced yearly fixed expenses $1.5M by aggressively renegotiating

facility leases

. Implemented strategic consolidation and centralization of services and

functions resulting in annual savings of $700K

. Successfully challenged DOL disclosure claims of $1M

. Responsible for the development of an acquisition growth strategy

resulting in the identification, negotiation and closure of five

acquisitions in excess of $70M in annual revenues

. Identified alternative revenue sources, increasing annual revenue by $6M

per year

. Managed the successful divestiture of non strategic operations as part

of Company restructure and subsequent sale

. Created reporting metrics and internal benchmarking tools which allowed

for improved metric driven planning process and ongoing analytical

reviews to allow management timely and reliable information to react to

market changes.

. Implemented suspense accounting process and managed installation of an

automated billing system resulting in improved financial controls and

reconciliation capabilities resulting in the elimination of a one time

expense exposure of $3.5M

. Introduced a process to take clients from a self-bill billing system to a

list-bill process resulting in improved controls over billing practices

. Developed key vendor relationships capitalizing on our position in the

market to renegotiate contracts and pricing, resulting in the reduction

of fix and variable cost

Bankers Life and Casualty, Chicago, IL

1981-1995

Bankers Life is a leading Health Insurer in the Medicare supplement market

. Responsible for all aspect of financial activities.

. Developed required SEC reports of a publicly traded company

. Created management benchmark reports allowing for analysis of

business, including revenue, commissions, DAC and loss ratio analysis

Horace Mann Insurance Company, Springfield, IL 1974-1981

Education

National Louis University - MS Management

Quincy University - BS Accounting

Chicago Deming Association Six Sigma Masters Program - Six Sigma Green Belt

Training

Other

Keller Graduate School of Management - Adjunct Faculty

Various Non Profit Finance and Leadership roles

Taproot Foundation

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