Balance Your Bookkeeping Employ Services for Trustworthy Business Accounting ...
ProfPrflCMSC
1. Comprehensive Professional Profile
An In-depth Examination of Professional History
Please complete this booklet discussing only one position that you have held within each organization. If you
have held more than one position within the same organization, discuss each position in a separate booklet.
Name: Stephen A. Orzel Title: Controller
Organization: Clemmer Moving & Storage Dates: From: 01/2004 To: 01/2005
215/723-5515 – Norm Clemmer, jr.
I. Organization Overview
Please describe in general terms this particular employer. Include such information as industry and relationship
to competitors, size, sales volume, organizational entity, products or services offered, management philosophy,
number of employees, branch offices, plants or warehouse facilities, marketing organization, etc. Also discuss
growth activities during your term of employment with this company.
Clemmer Moving and Storage Co., corporate office located in Telford, PA, is an agent of Allied Van
Lines/SIRVA Corporation. Compared to other Allied agents in the moving and storage industry, Clemmer
would be seen as a small to maybe a mid size company within the Allied agent listing. In the moving and
storage industry in the whole, Clemmer would be seen as a small size company. In addition to Clemmer’s
corporate office in Telford, PA, there is 60,000 SQ FT warehouse space in Telford, PA, and two satellite offices
in New Jersey and Maryland. Clemmer being a seasonal operation the number of employees varied from 75 to
100 yearly. This does include the NJ and MD offices.
Clemmer Moving & Storage provided three services, which were (i) moving/hauling of commercial special
products, (ii) moving/hauling of household products, (iii) the long or short-term storage of commercial special
and household products, and (iv) commercial record retention. Clemmer’s Gross Revenue was broken down as
follows: (1) 60% of Clemmer’s revenue is generated by household and long-term storage (US Military), and (2)
40% of the revenue is generated by commercial special products and short-term storage. Clemmer’s NJ and MD
satellite offices handled 95 % of the Commercial Special product operation. Clemmer’s Gross Revenue for year
ending 2003 was $8.5 million, and current anticipated Gross Revenue for year ending 2004 of $6.5 +/- million.
Since 1999 this will be the 6th
year in a row with declining Gross Revenue, but with the cost savings, I set-forth
in the beginning of 2004, Clemmer’s Net Revenue should be positive to break-even for year ending 2004.
My responsible was to re-engineer/manage the daily financial activities of the Accounting Dept., including,
financial statement preparation and analysis, budgeting, and cash flow review & projections for Clemmers’ three
locations in PA, NJ, and MD. In the spring of 2004, Clemmer lost a contract with Merck Sharp & Dome, which
they held for more than 30 years, which was a loss of $1.5 million in gross revenue. From that time on with the
lack of sale’s support to build the commercial base, Clemmer began to down-size.
Name: Stephen A. Orzel Date: 01/03/2005
2. Name: Stephen A. Orzel Date: 6/1/2005
II. Characteristics Of Your Position
A. Using an appropriate descriptive phrase from those listed below, indicate this position’s area of primary
responsibility:
Operations Sales Marketing Public Relations
Administration Finance Legal Personnel
Distribution Purchasing Accounting Systems
Production EDP R & D Materials Management
Credit General Manager Owner/Partner Teacher/Instructor
Other:
Administration - Strategically restructured the Accounting Dept. through employee analysis to ensure their
abilities, and time is utilized correctly by the company.
Production – Management of accounting staff to ensure that all corporate and satellite offices’ accounting
procedures are followed and schedules are met in a timely manner.
Finance – Re-negotiation of long and short-term debt with bank and Allied officers.
Accounting - Re-engineer/manage the daily financial activities of the Accounting Dept., including, financial
statement preparation and analysis, budgeting, and cash flow review & projections for Clemmers’ three locations
in PA, NJ, and MD.
Systems – From an educational stand point, changing Clemmers’ old term employees from their use of their old
computer system to the TransPlus program. TransPlus is a fairly new Transportation Program created by
Transportation Technology, Inc., located in Jeffersonville, PA. Allied Van Lines and 55% of their agents
(including Fischer/Hughes) are currently using TransPlus.
Revision: 12/12/98
Page 2 of 5
3. Name: Stephen A. Orzel Date: 6/1/2005
III. Description and Perception of Position.
Use the remainder of this booklet to describe, in narrative form, the particulars of this position as they pertain to
the following four categories. Do not be concerned with grammar, punctuation, or sentence structure, but please
write legibly or type your response. It is important to approach this portion thoughtfully, carefully evaluating the
position from each of the given parameters. If you need more space, please use an additional attached sheet.
A. General Description And Purpose Of Position: This section should address your perception of the
purpose and description of the position. Discuss such things as whether it was created, inherited, or the result of
consolidating responsibilities. Include, among others, items such as the position’s role and level of hierarchy
within the firm, i.e. number of employees supervised, functional areas of authority, committee involvement,
financial/budgetary responsibilities and skills required.
After 5 years of record loses by Clemmer my perception of the purpose and description when entering this
position was to take control of Clemmer’s internal operation. First, the re-engineering/management of the daily
financial activities of the Accounting Dept. by strategically restructuring the dept. through employee
analysis/review to ensure their abilities and time were being utilized correctly. Second, the implementation of
policies to improved communications and data flow between sales coordinators/customer service, dispatch, and
billing/accounting depts. to ensure that billing was completed correctly and schedules were met on a timely
manner. Third, the revamping, via Excel Spreadsheets, of the “Management of Cash” for the
daily/weekly/monthly Cash Receipt Report, monthly/qtrly/yearly P&L Statement, monthly, qrtly Balance Sheet
and Trial Balance, and all cash Projections and Budgetary purposes. And finally, the stream-lining of the
preparation of financial statements and analysis, which would for better cash flow review & projections for
Clemmers’ three locations in PA, NJ, and MD.
In order to ensure the above was completed, I managed the daily activities of four billing clerks, one staff
accountant, one PR/HR manager, and one credit and collections. None of the changes of Clemmer’s internal
operations were made until the full approval from Norman L. Clemmer, Jr, President/Owner, and Robert
Clemmer, VP Operations/Owner.
B. Personal Evaluation Of Opportunities and Challenges: Discuss your perception of the challenges
and opportunities afforded within this position beginning with your acceptance of the position through your
disassociation with the position. Further elaborate by summarizing the circumstances surrounding your
disassociation with the position or organization.
As mentioned above, I completed the re-engineering/management of the daily financial activities of the
Accounting Dept. by strategically restructuring the dept. through employee analysis/review to ensure their
abilities and time were being utilized correctly. I then revamped, via Excel Spreadsheets, the “Management of
Cash” for the daily/weekly/monthly Cash Receipt Report, monthly/qtrly/yearly P&L Statement, monthly, qrtly
Balance Sheet and Trial Balance, and all cash Projections and Budgetary purposes. And finally, I stream-lined
the preparation of financial statements and analysis, which would for better cash flow review & projections for
Clemmers’ three locations in PA, NJ, and MD.
The area that, I was unable to complete was the implementation of policies to improved communications and
data flow between sales coordinators/customer service, dispatch, and billing/accounting depts. The management
of the sales coordinators/customer service, and dispatch was the area managed by Norman Clemmer, Jr. This
area could not be touched.
Revision: 12/12/98
Page 3 of 5
4. Name: Stephen A. Orzel Date: 6/1/2005
My disassociation from my position at Clemmer accrued on Januuary 14, 2005. Norman Clemmer, Jr. thanked
me for my contributions to Clemmer, but informed me that due to staff cuts my position was being eliminated. I
apparently streamed lined myself out of a position..
Your Contributions And Accomplishments Within This Position: The purpose of this section is to
discuss your contributions and accomplishments while in this position. Relate the cause/effect relationships that
transpired during your tenure, using action verbs such as those listed below to describe your activities. Include
duties you performed, policies, or procedures you were instrumental in establishing and implementing, and how
they affected the efficiency and operation of your department or the overall organization. For instance, the
activity creating a comprehensive training program and presenting it to a national sales force resulted in a
significant increase in sales. Or, your investigation and installation of a computer system resulted in improved,
cost-effective administrative and financial functions. Be specific about your personal involvement in this
position and quantify results when possible.
Planned Promoted Administered Coordinated Trained
Disapproved Isolated Recruited Invented Improved
Guided Assembled Investigated Sorted Contracted
Wrote Directed Evaluated Developed Implemented
Created Scheduled Restructured Moderated Arranged
Strengthened Conducted Expedited Rectified Analyzed
Maintained Conceived Controlled Installed Researched
Approved Reshaped Systematized Liquidated Expanded
Governed Enlarged Harmonized Instituted Revised
Distributed Organized Catalogued Established Motivated
Presented Designed Supervised Managed Allocated
Negotiated Presided Examined Grouped Stabilized
Conducted the evaluation of the Accounting Dept. staff through employee analysis to ensure their abilities, and
time were being utilized correctly by the company.
Coordinated the restructuring of the daily activities of four billing clerks, one staff accountant, one PR/HR
manager, and one credit and collections supervisor to ensure that all corporate and satellite offices’ accounting
procedures are followed and schedules are met in a timely manner.
Implemented policies to improve the communications and data flow between sales coordinators, dispatch, and
billing departments concerning petty cash and credit card approval to reduce cash losses, and delinquency
exposure.
Designed and maintained the redistribute weekly/monthly Special Products revenue and expenses between
Clemmer’s PA, NJ, and MD offices totaling annual revenue of $2.0 million.
Examined the profitability and renegotiated several contracts with large corporate vendors, which resulted in
additional net income of $50,000 (or 15% annual expense reduction).
Prepared and presented a five-year budget and revenue projection, based on industry trends, for PA, NJ, and MD
offices.
Reviewed and presented Financial Statements/P&Ls for PA, NJ, and MD offices.
Generate more business through sales of Clemmer's “Record Retention Program”.
Revision: 12/12/98
Page 4 of 5
5. Name: Stephen A. Orzel Date: 6/1/2005
Created, through a CEO Forum of Allied Agents, the 2004 business plan to strengthen Clemmer’s financial and
operating position in the moving & storage industry.
Coordinated the training of Clemmer staff of TransPlus (TTI) to enhance and expedite the communications and
data flow between sales coordinators, dispatch, and billing departments.
D. Evaluation Of Professional Experience: Finally, discuss how your association with this organization
has enhanced your overall professional profile and education. Specifically address issues such as product
knowledge, sharpened management, communication, negotiation, organizational skills, or hands-on experience
in an area of previous inexperience.
Never, ever look back! Although, the door at Clemmer has closed, I am confident that the plan, I
implemented at Clemmer was working. From 1999 through 2003 Clemmer recorded losses, and for
2004 Clemmer will finish at breakeven to $15k to $25k to profit.
Revision: 12/12/98
Page 5 of 5
6. Name: Stephen A. Orzel Date: 6/1/2005
Created, through a CEO Forum of Allied Agents, the 2004 business plan to strengthen Clemmer’s financial and
operating position in the moving & storage industry.
Coordinated the training of Clemmer staff of TransPlus (TTI) to enhance and expedite the communications and
data flow between sales coordinators, dispatch, and billing departments.
D. Evaluation Of Professional Experience: Finally, discuss how your association with this organization
has enhanced your overall professional profile and education. Specifically address issues such as product
knowledge, sharpened management, communication, negotiation, organizational skills, or hands-on experience
in an area of previous inexperience.
Never, ever look back! Although, the door at Clemmer has closed, I am confident that the plan, I
implemented at Clemmer was working. From 1999 through 2003 Clemmer recorded losses, and for
2004 Clemmer will finish at breakeven to $15k to $25k to profit.
Revision: 12/12/98
Page 5 of 5