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  SKILLS by FUNCTION
Summary of all past professional experience by functional skill areas
Work Function - Skill Specialities
Finance
  • Budgeting - Capital & Operating Budgets  More»
•• Forecasting - Full financial statements or income statement  More»
••• Financial Models - Zero-based Budgeting, Line Item, & Trending
Business plans - Customized to managerial needs  More»
•• Cash Management
- Cash Flow & Working Capital Projections
••• Financial Analysis - Performance Evaluation, Financial & Market BLANK SPACESPINStrategy, Industry Analysis, Risk & Liability Analyses
• Due diligence research & Litigation support
•• Venture capital & new equity investor presentations

••• Lender’s manuals & loan documentation packages
Accounting  
 

• Managerial & Cost Accounting Analysis - AP / AR, Overhead, P&L BLANKBLANKManagement, Variance Analysis  More»
•• Financial Reporting - Cost Allocation, Ratio Analysis  More»
••• Accounting reconciliation assistance
• Cash & audit documentation controls review
•• Quick Books Pro installations
••• Reconstruction of accounting records

Strategy & Planning
  • Business Analysis / Strategy - SWOT Evaluation & Strategy
•• Business Plans - Corporate Development / Restructuring
••• Corporate Planning - Strategy & Planning  More»
•• Forecasting / Financial Models - More»
• Marketing Strategy - Product Positioning & Development  More»
Marketing
  • Market Research - Qualitative and Quantitative, Product Positioning
•• Feasibility Studies - New products, markets, services
••• Customer Definition - Concept
and Product Benefits Testing
•••• New Product Development
- Market Testing Planning, Customer INWHIWTE Surveys, Launch Planning, Branding, & Placement

• Market Analysis -
Target Markets & Segmentation 
•• Market Programs -
Planning & Quantification 
••• Market Plans - Sales Force Structure, Design Planning  
••• Pricing Analysis - Gross Margin Evaluation & Improvement - pricing INWHIWTE& cost analysis of business segments & product lines)

• Business Development - Sales & Market Lead Generation, M&A targets
••
Marketing Presentations -  Proposals, Promotional Concepts
••• Writing and Editing -
Internet and Web sites, Brochures, INWHITE Advertising, & Collateral Marketing (media message / design)
•••• Event planning and Marketing  More»
Operations / Processes

• Business Processes - Re-engineering, Streamlining
•• Contracts - Negotiation Strategy, Transaction & Contract Reviews
••• Logistics - Flowcharting-document flow, Cost Control & Redundancy
••• Purchasing - Purchase Order & Inventory Control
•• Risk Evaluation - Decision Support, Quantifying Risk
• Real Estate - Analyses & Lease Reviews, Budgets, & Marketing 
More»

Training & Instruction
Most of our engagements incorporate some degree of training.
More» Training
More» Corporate & Entrepreneurial Training Courses