Manager Management
Resume:
Richard Irving Bartlett
Long Beach, California 90808
(562-***-**** (Cell)
May 15, 2013
To Whom It May Concern:
Enclosed, please find a copy of my resume for consideration of the Senior
Financial Analyst Position you are currently advertising. I would be very
interested in talking to you about my background and the skill-sets I bring
to the table.
Take a chance...skilled financial team player looking for a chance to prove
my worth. As you will see by my resume, I possess significant budgeting
and financial management experience in Healthcare, Manufacturing, and
Aerospace. In addition to multiple project administration and payroll
planning and development, I have an excellent track record in budget
development, financial reporting, preparing expense/variance analyses, cash
flow reporting, and providing financial presentations and executive
training programs.
Through my leadership and team working abilities, I'm certain that I can be
a valuable asset to you and your organization. Please don't let the fact
that I've held been a Director of Finance eliminate me from consideration.
My primary focus is not on looking for management positions, but in working
for a solid company and great organization. I am very interested in this
opportunity and I look forward to discussing my skills, commitment and
goals with you.
Thank you for your time and I look forward to hearing from you soon.
Sincerely,
Richard I. Bartlett
RESUME OF QUALIFICATIONS
Richard Irving Bartlett, MBA
3456 Lilly Avenue
Long Beach, California 90808
562-***-**** (Cell)
*************@*******.***
S U M M A R Y
A highly motivated financial professional who possess a successful track
record in the following areas:
Complex Budget Development - Financial Analysis, Planning & Reporting
- Cash flow Analysis
Strategic Planning - Revenue/Expense Analysis - Financial
Presentations & Training
A R E A S O F A C H I E V E N M E N T
. Responsible for the development and monitoring of complex multi-
million dollar annual operating budgets.
. Developed and managed consolidated short and long range financial
forecasts.
. Served as lead finance and strategy expert on key budget committees
and project teams.
. Created consolidated reports focusing on key financial indicators,
comparing actuals to target, for monitoring and managing operational
performance.
. Developed customized action plans for departments performing below
expectations, establishing time lines and processes necessary to help
them meet key budgetary goals and objectives.
. Proven ability to work cooperatively and productively with staff as
team leader, promoting a positive and proactive "Can Do" environment
encouraging staff to provide opinions make recommendations and take
appropriate action leading to optimum efficiency
. Communicate information effectively, including oral and written
reports to senior leadership and executive management teams,
translating financial data into meaningful information that supports
smart business decision making.
. Developed multilevel financial presentations geared toward senior
leadership, executive management, and staff personnel including
financial seminars, budget workshops and new employee orientation.
. Managed a non-profit corporation, responsible for budgeting, payroll,
contract invoicing, accounts payable, accounts receivable and bank
reconciliations.
. Developed and managed multi-level pro-forma funding profiles for
faculty and staff that utilized sources including private practice,
grants and general donation accounts and Hospital Operations.
. Managed fiscal and budgetary administration of approximately 250 cost
centers, including federally funded research grants.
. Prepared monthly financial statements, contract amendments and budget
modifications for both L.A. County and the California State Department
of Health Services.
. Knowledge of pertinent Federal, State, and Municipal regulations for
compliance with general principles and practices.
. Experienced with managing and directing a multi-disciplinary staff of
professionals..
. Developed operational policies and procedures (including salary
profiles, expense reports, mileage forms, sexual harassment training
and compliance, meal and break policies).
. Proficient user of a variety of software applications and mainframe
data harvesting.
. Assisted in the initial (beta) development of an Oracle based
Financial Reporting and operations Management Program, including pre
and post system design, implementation and documentation.
. Ability to work in a fast pace, dynamic environment.
. Assisting clients through the Loan application process by negotiating
residential mortgage loans. Maintain knowledge of available loan
products, processing procedures, underwriting and general departmental
guidelines.
C A R E E R H I S T O R Y
Ladera Lending
Loan Originator 8/20/12 -
Present
Mortgage Loan Originator assisting home owners and home buyers through the
purchase and refinance process.
Century 21
12/15/10 - Present Realtor
Residential and Foreclosure Specialist. Provide marketing analysis and
statistics, assistance with determining the value of the property for sale,
advertise property, holding open houses, negotiate contracts and purchase
agreements, help coordinate Escrow and other closing processes.
City of Long Beach
3/2007 - 09/2009
Business Services Officer
Through improvements in operational efficiencies, the Business Services
Division increased annual revenue contributions to the General Fund by an
additional $1.5 million dollars. Developed and managed an operating budget
of $2.6 million dollars.
Focus Psychological Educational Services (Non-Profit)
8/2003 - 11/2006
Director of Operations
Through the creation of a series of action plans designed to increase
operational efficiencies, I completed a $1 million dollar business turn-
around. This included hiring support staff, retiring all debt, working with
the SBA to purchase a new commercial office building and developing short-
term investment strategies.
Kaiser Permanente Medical Center
8/1996 - 9/2002
Director of Finance
Developed and managed an annual operating budget of $257 million dollars.
Created a monthly report of key financial indicators designed to assist
with monitoring and managing current operational performance, comparing
actuals to target in areas relating to membership, revenues, expenses,
productivity and utilization.
Los Angeles County Immunization Program
2/1995 - 8/1996
Contracts Manager
Developed and managed an annual operating budget of $6 million dollars.
Children's Hospital, Los Angeles
2/1993 - 2/1995
Grants & Budget Manager
Developed and managed an annual operating budget of $20 million dollars.
250 cost centers/federal grants.
M.A.G. Aerospace Industries, Inc.
8/1989 - 7/1992
Corporate Financial Analyst
The J. Paul Getty Trust 10/1987
- 08/1989
Budget Analyst
Childrens Hospital, Los Angeles 10/1985
- 10/1987
Budget Analyst
Micom Systems, Inc. 03/1981
- 10/1985
Senior Financial Analyst
E D U C A T I O N
Pepperdine University
Masters of Business Administration (MBA)
California State University, Long Beach
Bachelor of Science, Business Administration (Finance)
S O F T W A R E
Proficient use of various software applications, including mainframe data
harvesting.
Contact this candidate