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Manager Financial Analyst

Location:
Grosse Pointe, MI, 48236
Posted:
August 12, 2019

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Resume:

PAUL L. GOLDBERG

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

**** ***** ****** ****: 269-***-****

Gross Pointe Woods, MI 48236

CAREER SUMMARY

Financial Accounting professional specializing in Credit Analysis, Collections, Accounts Receivable, with extensive experience in multiple corporations. Highly regarded for reducing day sales outstanding and making prudent credit judgments. Provides leadership to reporting positions with a relentless attention to detail.

PROFESSIONAL HISTORY

NORGREN AUTOMATION SOLUTIONS LLC 3/2017-2/2019

Credit & Collection Specialist

Managed AR portfolio for this division of IMI Precision Engineering. Processed, reviewed and analyzed credit

Applications for all new customers. Conducted annual credit reviews of all established customers with a view towards adjusting assigned credit limits. Responsible for releasing all order pending shipment. Responsible

For the application of all cash proceeds.

DYNATRACE INC. 9/2016-3/2017

Receivables Auditor

Audited all invoicing, cash application and receivables adjustments during the period of transition from

Peoplesoft to SAP.

PANASONIC AUTOMOTIVE SYSTEMS 3/2016-9/2016

Financial Analyst

Conducted customer evaluations which included the review of audited financial statements. Set-up new

Customer accounts. Established, adjusted and terminated customer credit limits. Audited customer financial

Statements and general ledger spreadsheets.

COBHAM MISSION SYSTEMS, Orchard Park, NY 2014-2016

Credit Analyst

Review and approve/deny applications for credit for Life Support Systems Product line.

Negotiate all terms and conditions of project contracts for the Life Support Systems Product Line. Reviewed and audited customer financial spreadsheets.

GRAYBAR ELECTRIC COMPANY, Cheektowaga, NY 2013-2014

Financial Manager

Managed the financial status of branches in Buffalo, Binghamton, Syracuse and Rochester. Duties included the review and approval/denial of all credit applications. Review and maintenance of customer credit limits and documentary updates. Thoroughly reviewed and maintained the receivables portfolio of each branch that included account adjustments, write-offs, cash application, customer credit references etc.

UNITED FEDERAL CREDIT UNION, St. Joseph, MI 2012-2013

Financial Services

Fraud, Risk & Security Specialist

Wrote and implemented the credit union wide security policy covering twenty-

five (25) branches NYs and facilities. Established and monitored fraud policies

covering funds availability, counterfeit negotiable instruments, identity theft and

other instances of fraudulent activity.

Wrote the credit union security policy that was unanimously adopted by the

the management committee of the credit union

Over one (1) year losses due to fraudulent activity decreased by 12%

Proposed and wrote the revision of the credit union funds availability policy that was

adopted by the credit union management committee.

Wrote and delivered credit union wide fraud and security training for all new hired as well

annual robbery and fraud training for all employees.

Paul L. Goldberg Page 2

Performed monthly autopsy reviews on all credit union loan products that resulted in a

loss to the credit union

SUPERIOR STEEL COMPONENTS INC, Marne, MI 2006-2011

Fabrication-Installation of Light Gauge Steel Trusses

Credit Manager

Responsible for projecting cash flow on a weekly and monthly basis. Presented a monthly review of receivables performance to the company Board of Directors.

Reduced outstanding receivables over 90 days from 42% of total receivables to 21;

Researched state liens laws throughout the eastern and southeastern U.S. in

an effort to create a company manual that one could follow to insure that all

steps were followed to perfect the company’s lien rights on for those projects

that had a price in excess of a predetermined amount;

Review all proposed project contracts;

Negotiate revised terms and conditions in those contracts found to warrant

Modification;

EDUCATION

BA, University of Michigan, Dearborn, MI 1977

JD Detroit College of Law 1980

COMPUTER PROGRAM PROFICIENCY

Microsoft Excel, Word and PowerPoint

J.D. Edwards

Netsuite

Quickbooks

Great Plains

Oracle

SAP

Vantage



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