Financial Analyst

Skills and Experience

Project Management

Financial Analysis

Budget Preparation

Income Recognition

Executive Presentations

Process Improvement

Transdisciplinary

Novel and Adaptive

Computational Thinking

Internal Audit

Variation Analysis

Business Development

Asset Valuation

Marketing

RFP, RFQ, Contract Writing

Legal Research

Legal Writing

Bank and lender relations

Statistical Modeling

Industry Lines

Manufacturing

Real Estate

Software

Medical

Banking

Insurance

Non-Profit

Transportation

Financial Services

Computer Applications

MS Excel (advanced inc. macros, VBA, pivot tables, PowerPivot, SharePoint, SQL and DAX)

MS Access (advanced)

MS Word (advanced)

MS PowerPoint (advanced)

MS Visio

MS Project

T/M-1

Oracle, Hyperion, SAP, SAS

Education/Qualifications

Adjunct Professor, Corporate Finance & International Marketing; Golden Gate University

MBA, U. of Northern Colorado

B.S. Applied Math & Physics, University of Wis.- Milwaukee

Landmark Education,

Self-Expression and Leadership Program coach

CA Real Estate Broker

Affiliations

National Association of Realtors (Inc. CA & Bay Area)

Little Brothers of the Bay Area

Community Emergency Response Team

Medical Reserve Corp

Academy for Creative Leadership

Principal Areas of Practice

Strong analyst and project manager with a unique combination of finance and systems experience, in a wide variety of industries. Creative contributor, passionate about process improvement and satisfying financial and non-financial management. Proven project professional with a strong track record of successful projects and happy clients. Broad and deep experience for practical solutions to complex problems. Natural leader and adviser to corporate leadership. Rock solid integrity, high energy and an ability to engender trust.

Major Projects

Venture Capital – Financial Consulting

Wrote: legal offering prospectuses, business and marketing plans, RFP’s and replies, policies and procedures, solicitations, appraisals, and annual reports.

Negotiated contracts for: complex relationships, investments, labor, services, representation, publishing, software, recordings, broadcasting, collections, payments, legal services, marketing and sales.

Represented: buyers, sellers, borrowers, lenders & appraised residential & commercial real estate

Sourced and marketed: debt, equity, m &a, government programs, vendors & joint venture partners, real estate, transportation; & life, health, property & liability insurance products.

Arranged: $165 Million, 100% financing joint venture for hotel construction in San Diego from Japan.

Project Manager – IT Finance – Kaiser Permanente, Clinical Information System

Ensured contract integrity with over 50 vendors &. hired staff

Created detailed database to track resource utilization and compile contract terms.

Assembled departmental budget. Analyzed actual spending v. budget.

Created financial aspects of departmental annual reports.

Prepared financial presentations.

Trained Kaiser Legal Dept. on Intellectual Property Rights.

Designed project-costing coding. Wrote departmental policy and procedures.

Sourced innovative software to solve complex financial tracking problem.

Project Manager and Developer – Nonprofit –Kaiser Permanente Ventures

Formed Finance function in new corporation. Created Chart of Accounts, established bank relationship, defined Accounting standards compatible with vender capabilities and parent company standards, defined budget, recruited staff and wrote Policies & Procedures.

Project Manager – Income Recognition – Personic Software

Managed team of 10 for Pre-IPO reconciliation, income recognition, process definition, contract issues related to audit.

Project Manager and Developer – Cash Management Account Reconciliation Tool – Paymap

Automated daily reconciliation of 230 high volume bank accounts, application documentation in Visual Basic, Access and Excel, created ACH code and database creation.

Project Manager and Developer – Revenue/Balance Sheet Forecasting Model – Circle International

International budget template, automated consolidation in Visual Basic, Access and Excel, database and web site creation.

Project Manager – Data Integration – Wells Fargo Bank

Data profiling and quality integration associated with merger with Norwest using Access, Oracle and SQL databases..

Senior Business Analyst – Global Resources

Analyze performance of small businesses and implement changes for success.

Other Professional History

President & Chairman: Sierra Pacific Coast Railway with 300 shareholders

CFO & Director: Sunrise Warriors, Inc.; Academy for Creative Leadership; Monetary Resources Management Inc.; Business Credit Corp

Due Diligence Officer and Real Estate Broker: First California Capital Markets

Internal Auditor: J. I. Case, Introduced and practiced operational auditing concepts

Captain, US Air Force, Navigator C-130, Air Medal w/Oak Leaf Custer, Assistant Base Commander

License History: Current California Real Estate Broker; Former, Life & Disability Insurance agent, Fire & Casualty Insurance solicitor, NASD series 6,7,63, CFTC solicitor; Pilot

Listed in Who's Who in the World, Who's Who in Broadcast & Media and Who's Who in Finance & Industry.

Professional Work History

Complete history available at http://www.linkedin.com/pub/rich-naumann/15/196/103/

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