Richard Naumann has over 30 years of experience in financial management, project management, and business analysis. He has skills in areas such as financial analysis, budget preparation, business development, and contract negotiations. He has worked in a variety of industries for companies such as Kaiser Permanente, Wells Fargo, and Personic Software. Naumann holds an MBA and has experience developing models and tools to track finances and optimize processes. He aims to be a creative problem solver and leader with a track record of successful projects.

1. Lafayette, CA 925.385.8684
Rich.Naumann@gmail.com
Financial Management Richard Naumann
Skills and Experience
 Project Management
 Financial Analysis
 Budget Preparation
 Income Recognition
 Executive Presentations
 Process Improvement
 Internal Audit
 Decision Making Analysis
 Business Development
 Asset Valuation
 Marketing
 Contract Negotiations
 Legal Research
 Legal Writing
 Bank and lender relations
 Statistical Modeling
Industry Lines
 Manufacturing
 Real Estate
 Softw are
 Medical
 Banking
 Insurance
 Non-Profit
 Transportation
 Financial Services
Computer Applications
 MS Excel (advanced inc. macros,
VBA, pivot tables, Pow erPivot,
SharePoint, SQL and DAX)
 MS Access(advanced)
 MS Word (advanced)
 MS Pow erPoint (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.- Milw aukee
 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 forCreative Leadership
Principal Areas of Practice
Strong analyst and project manager w ith a unique combination of finance and systems experience, in a w ide
variety of industries. Creative contributor, passionate about process improvement and satisfying financial
and non-financialmanagement. Proven project professionalwith a strong trackrecord of successfulprojects
and happy clients. Broad and deep experience for practicalsolutions 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: legaloffering prospectuses, business and marketing plans, RFP’s and replies, policies and
procedures, solicitations, appraisals, and annualreports.
 Negotiatedcontracts for: complex relationships, investments, labor, services, representation, publishing,
software, recordings, broadcasting, collections, payments, legalservices, 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 hotelconstruction in San Diego from Japan.
Project Manager - IT Finance – Kaiser Permanente, Clinical Information System
 Ensured contract integrity w ith over 50 vendors &. hired staff
 Created detailed database to trackresource utilization and compile contract terms.
 Assembled departmental budget. Analyzed actualspending v. budget.
 Created financialaspects of departmentalannual reports.
 Prepared financialpresentations.
 Trained Kaiser Legal Dept. on Intellectual Property Rights.
 Designed project-costing coding. Wrote departmentalpolicy and procedures.
 Sourced innovative software to solve complex financial tracking problem.
Project Manager and Developer – Kaiser Permanente Ventures
 Formed Finance function in new corporation. Created Chart of Accounts, established bankrelationship,
defined Accounting standards compatible w ith vender capabilities and parent company standards,
defined budget, recruited staff and w rote 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 VisualBasic, Access and Excel, created ACH code and database creation.
Project Manager and Developer – Revenue/Balance Sheet Forecasting Model
 Circle International – Internationalbudget template, automated consolidation in VisualBasic, Access
and Excel, database and w eb site creation.
Project Manager– Data Integration - Wells Fargo Bank
 Data profiling and quality integration associated w ith merger w ith Norwest using Access, Oracle and
SQL databases..
Senior Business Analyst – Global Resources
 analyze performance of smallbusinesses and implement changes for success.
Other Professional History
President & Chairman:Sierra Pacific CoastRailway with 300 shareholders
CFO & Director:Sunrise Warriors, Inc.;Academy for Creative Leadership;Monetary Resources
ManagementInc.;Business CreditCorp
Due Diligence Officer and Real Estate Broker:FirstCalifornia Capital Markets
Internal Auditor:J. I. Case, Introduced and practiced operationalauditing concepts
Captain, US Air Force, Navigator C-130, Air Medal w /OakLeaf 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/