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| Desired Industry: Management |
SpiderID: 21203 |
| Desired Job Location: Elk Grove Village, Illinois |
Date Posted: 6/4/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: |
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U.S. Work Authorization: |
| Job Level: Executive (President, VP, CEO) |
Willing to Travel: |
| Highest Degree Attained: |
Willing to Relocate: |
Objective:
Strategically focused, visionary and leader with proven results who has the ability to manage bottom line without negative impact to client base through sound expense management and revenue focus. Responsible for all aspects of financial related activities. Built and led highly productive teams while promoting an environment of employee involvement, commitment and growth.
Experience:
Since 2006, I have been working as an independent consultant. This opportunity has allowed me to enhance my skills, while exposing me to new challenges. As a consultant, I have developed a revised strategy to market ancillary services to the TPA industry. I was instrumental in the development of strong financial controls, reporting and testing for a major insurer’s new claims paying system.
In my role as a CFO for one of the industry’s leading TPA’s, I had the opportunity to develop successful working relationships within all levels of the organization. In addition to the responsibilities normally associated with a CFO position, I influenced operational and financial results through my leadership in expense management, process improvement and strategic planning.
In my tenure with Coresource, I gained the experience of working in a changing environment as it grew from a small 50 million dollar TPA to one of the largest, at 150 million dollars in revenues. While a member of the senior management team, I led the development and implementation of our acquisition growth strategy; as a result, acquisition activity accounted for 50 percent of the company growth.
Currently, I am exploring more challenging career possibilities in the Chicago area. At your convenience, I would like to schedule a brief meeting to discuss mutually beneficial opportunities. I can be reached at 224-659-6477 or by email at dgbergman@aol.com
Skills:
Areas of Experience
Reporting Planning and Analysis Treasury Management
Strategic Planning Operational Efficiencies GAAP Reporting
Acquisitions Sarbanes-Oxley SEC Reporting
Financial Leadership Staff Development Process Improvement
Financial Controls Multi-Site Management Human Resources Expense Management Insurance Management Claim Process and Flow
Consulting Financial Modeling/Analysis Interim Management
Additional Information:
Career Specifics
CONSULTANT 2006 to Present
Blue Cross Blue Shield of Florida Focused on securing financial and accounting controls in the migration from current Legacy claims system to new Diamond system. Consulted with the Finance Department in the coordination of activities related to the migration, including the determination of required controls, identification of reporting needs, testing, automation of manual activities, issue resolution and procedural documentation.
First Recovery Group Consulted with management on the development of a marketing plan to the Third Party Administration market. Activities included review of presentation materials, development of a detail marketing approach and implementation for First Recovery.
CORESOURCE, Lake Forest, IL 1995-2006
CoreSource, a benefit integrator and claims paying organization operating as a Third Party Administrator (TPA) is ranked as the second largest TPA in the United States with revenues in excess of $150M with approximately 1,600 employees in 15 offices throughout the United States.
Senior Vice President and CFO: Managed staff of 70 employees through five direct reports in multiple locations. As CFO, directed the organization's overall financial policies including strategic planning, treasury and acquisitions.
CoreSource Accomplishments/ Responsibilities:
• Implemented expense management initiatives to control fixed cost.
• Reviewed and implemented strategic consolidation and centralization of services and functions
• Affected business growth through sound acquisitions strategy. Developed the acquisition growth strategy for CoreSource resulting in the identification, negotiation and closure of five acquisitions in four years totaling over $70M, exceeding the company’s acquisition goals
• Developed alternative revenue sources, increasing non-fee revenue from 3% to 11% per year resulting in additional revenues
• Managed and directed non strategic operations during restructuring and subsequent sale
• Served as member of company Board and Senior Management Executive Team
• Implemented suspense accounting and managed installation of automated billing system
• Introduced a process to take clients from a self-bill billing system to a list-bill process.
• Managed key vendor relationships.
Bankers Life and Casualty, Chicago, IL 1981-1995
Bankers Life, a subsidiary of Conseco, is a leading insurance carrier focusing on Medicare supplement business
Director Financial Reporting and Analysis 1992-1995
Manager Statement Accounting 1984-1992
Manager Accounting Controls 1981-1984
Bankers Life Accomplishments/Responsibilities
• Responsible for all aspect of financial activities.
• Prepared Statutory and GAAP Financials
• Developed required SEC reports of a publicly traded company
• Created management reports analyzing business, including revenue, commissions, DAC and loss ratio analysis
• Managed branch office payroll and Commission program
• Redesigned and automated general ledger system using ISA’s ABC System
• Developed financial policies and controls
HORACE MANN INSURANCE COMPANY, Springfield, IL 1974-1981
Candidate Contact Information:
| Name: David bergman |
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| Street: - |
Phone: 224-659-6477 |
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