Management Financial

BRIAN E. BURKERT, CPA

**** ******* *****, ************, ** 46236

(C) 317-***-**** (H) 317-***-**** abip0n@r.postjobfree.com

Profile

. Results oriented Financial Executive with a track record of outstanding

performance in diverse industries.

. Proven leadership, communication and problem solving skills in rapid

growth environment.

. Skilled in development of staff through training, mentoring and

monitored assignments.

. Expertise in:

> Financial Reporting

> Price Modeling

> Strategic Management Team Work

> Forecasting, Budgeting and Analysis

> Strategic Planning

> Cash Management & Reporting

> Sarbanes-Oxley Compliance

> Mergers / Acquisitions

>

EXPERIENCE

Principal Wellness Company, Indianapolis, IN

2005-2010

Chief Financial Officer\CFO

A national wellness company, wholly owned by Principal Financial Group, a

Fortune 100 Company, with annual revenue for the Life and Health Division

of $1.5 billion. Financial Executive responsible for corporate accounting,

financial reporting, financial modeling, and strategy planning and

development.

. Developed pricing models and strategy for new and existing products

and services resulting in average annual revenue increasing 20%.

. Collaborated with sales management to develop a marketing strategy to

match flexible pricing to achieve high growth at the gross margins

needed to be profitable and competitive.

. Integrated accounting systems into PFG PeopleSoft/Essbase, to increase

productivity, control expenses and enhance internal control processes

in conformance to Sarbanes Oxley/ SOX. One of three out of 100

subsidiaries within The Principal to embrace the change to the

corporate systems.

. Effectively lead development of financial models, monthly reports and

detailed financial analysis including client profitability for results

tracking and recommendations for profitable growth to executive

management and retention of existing clients at profitable margins.

. Designed effective annual and quarterly forecast process utilizing

benchmarking and best practices in collaboration with operation

departments to reduce administrative time and costs.

. Financial Leader of Senior Management Team responsible for developing

new products and implementing strategy in collaboration with parent

company divisions to promote cross selling within PFG.

The Molloy Companies, Indianapolis, IN

1999-2005

(Acquired by Principal Financial Group in 2004)

Chief Financial Officer\CFO\Controller

The Molloy Companies was one of the Midwest's largest Third Party

Administrators (TPA) with a medical management and wellness divisions. The

privately-held organization of 500 employees had annual revenue of $35.2M.

Member of Executive Management team responsible for finance, client

accounting, and HR.

. Established cash management and match funding disciplines to fund

profitable growth and expansion as the business grew from an $18.6M to

$35.2M in four years.

. Created process improvements as business and markets changed to assist

owners with critical business decisions in a rapidly changing and

competitive business environment.

. Managed lean finance departments utilizing technology to increase

productivity with staffing levels remaining flat during the high

growth periods.

. Developed and implemented consolidating financial reporting and

analysis to support business units with focus on sustained profitable

growth based on the identification and analysis of key metrics.

. Effectively lead the financial systems integration of the two largest

Molloy companies into existing Principal Financial Group unit

. Built relationships with banks, accountants, insurance consultants for

compliance and risk management

BRIAN E. BURKERT, CPA

Page 2

National City Corporation, Indianapolis, IN

1992-1999

(Acquired Merchants National Corporation in 1992)

Assistant Vice President (AVP), Planning and Reporting Manager and Senior

Financial Analyst

During the 1990's, National City Corporation ranked as one of the top 10

largest multi-bank holding companies in the U.S. with 22 banks in Indiana

and annual revenue of $5 billion. Responsible for Securities and Exchange

Commission (SEC) reporting related to the merger and internal reporting,

annual budget process, internal monthly reporting and ad hoc analysis of

all Indiana banking units.

. Integrated and coordinated all SEC and internal financial reporting

from Merchants into National City, which included incorporating ten

years of historical data into National City reporting format.

. Senior financial analyst lead responsible for identifying and

implementing expense savings and revenue enhancements of $6M with

client service and internal organization practices.

. Streamlined budget process, internal financial reporting and analysis

for Indiana Banking units, which reduce staff time and costs in the

reporting processes.

. Managed and developed detail consolidating financial analysis to

support business transition and executive management decisions for the

functional units of the bank to CEO.

. Managed clerical to senior accounting staff

Merchants National Corporation, Indianapolis, IN

1983-1992

Assistant Vice President (AVP) and Financial Reporting Officer

Multi-bank holding company acquired 21 banks from 1986 to 1991, grew from

$1B to $6B in assets with annual revenue of $550M and managed 90% of all of

the Military Banking Facilities for the Department of Defense. Responsible

for financial reporting and analysis for bank and bank holding company.

. Prepared reports for SEC, bank regulatory agencies, Board of

Directors, stock analysts, and senior corporation officers.

. Designed and implemented financial reporting processes using state-of-

art technology to reduce monthend closing and variance analysis from 9

days to 4 days.

. Assisted in integrating mergers and acquisitions as purchaser and

seller.

. Prepared SEC requirements for public debt offerings associated with

rapid growth due to acquisitions and internal growth.

. Interpreted and implemented new accounting pronouncements into

financial reporting,

. Coordinated audits for bank regulators, independent audits, review

engagements and line of business risk analysis in a highly charged

regulatory period.

. Converted best practices and systems associated with mergers and

acquisitions.

. Drafted accounting policies and procedures for corporate review and

approval to promote operational efficiency and accurate financial

reporting processes.

. Managed and mentored clerical to senior accounting staff

EDUCATION, PROFESSIONAL LICENSING AND MEMBERSHIP

Bachelor of Science, Accounting and Business Administration, Marian

University, Indianapolis, IN

Certified Public Accountant - CPA (License Number IN CP10880374)

Indiana CPA Society

American Institute of Certified Public Accountants (AICPA)

Financial Executives International (FEI)

Indianapolis CFO Roundtable

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