John Fagundes has over 20 years of experience in financial planning, budgeting, grant management, and analysis. He has worked in various industries including healthcare, education, technology, and non-profits. He has a strong background in developing budgets, financial reporting, analysis, and developing solutions to financial problems. Currently he is looking for a new opportunity in financial planning, budgeting, or analysis.
Increased sales. Customer retention. Profit. With shrinking margins, and increasing needs for timely and accurate data, wholesale businesses need to dynamically respond to a changing global marketplace. To succeed, distributors of every size must think big and stay flexible – and enabling mobile solutions is a critical part of that plan. But to effectively enable mobile communications on an international basis, you need a network that can respond to your needs in both your local and global markets.
Increased sales. Customer retention. Profit. With shrinking margins, and increasing needs for timely and accurate data, wholesale businesses need to dynamically respond to a changing global marketplace. To succeed, distributors of every size must think big and stay flexible – and enabling mobile solutions is a critical part of that plan. But to effectively enable mobile communications on an international basis, you need a network that can respond to your needs in both your local and global markets.
Marissa Boyers Bluestine is the Legal Director of the Pennsylvania Innocence Project. She has written an overview of the Pennsylvania Advisory Committee On Wrongful Convictions Report that was issued in late 2011.
Powerpoint realizado para la presentación corporativa del grupo alcalá farma en un evento internacional, el documento fue realizado simultáneamente en diversos idiomas.
Tom Barette Resume - Finance ManagementTom Barette
My name is Tom Barette and I am a 10+ corp. financial planning & analysis professional (MBA) in Los Angeles. Seeking opportunities that include modeling, presentations, budgeting and forecasting. My track record includes collaborating with management teams in setting and evaluating KPIs and profitability goals.
Areas of Expertise,
• Financial Planning and Analysis
• M&A Due Diligence Support
• Post Merger Financial Integration
My name is Tom Barette and I am a 10+ corp. financial planning & analysis professional (MBA) in Los Angeles. Seeking opportunities that include modeling, presentations, budgeting and forecasting.
My track record includes collaborating with management teams in setting and evaluating KPIs and profitability goals. Please contact me at 818-808-5107 if you know of a position that can use my experience. Email me at barette@pacbell.net and I will forward a resume to you.
1. JOHN FAGUNDES
8 Bernice St, #206, San Francisco, CA 94103
(415) 265-0812
johnfagundes@gmail.com
SKILLS
• Budget and planning management: metric and variance analysis, management reporting and presentation.
• Grant management: pre-Award budget development, Post-Award analysis and reporting
• Critical analysis with an emphasis on problem solving and developing innovative solutions.
• Design of complex analytical models to support decision making and analysis in Excel and Access
EXPERIENCE
Financial Planning, Budget and Grant Management Contracts 2013 – Present
Kaiser Permanente, UC San Francisco, Dr Thomas Kreck and Solidline Products, Inc
• Position control—reviewed job requests for budget control and propriety. Approved fastrack hires.
Pre-pared analysis for executive decision with variance analysis. Negotiated with managers.
• Grant collection of significantly aged invoices—government, foundation and corporate.. Resolved problematic
issues between sponsor and research. Reviewed financial activity for grant close-out and resolved open issues.
• Managed move of corporate historical document and artifact archive in co-ordination with archivists, space
planners and operations into newly designed space and off-site storage.
• Start-up consultant in establishing accounting and financial process and systems. Provided project analysis and
forecast of proposed products and services as well developed business and operational plans
UNIVERSITY OF CALIFORNIA 2008 to 2011
• Senior Financial Analyst -- Office of the President IR&C
• Cost accounting of Information System services $9M —provided recommendations on rate structure change
through development of models as well as analysis of impact on revenue flow and budget position.
• Analyzed and researched financial structure, peer university practices and application of accounting principles.
• Created cost accounting model for committee review and internal implementation of rate structure.
• Interim Program Manager -- Berkeley PATH IST
• Closed $30M multi-year State contract: forecast end position and provided recommendations for deficit solution,
• Managed close out processing with researchers and administration, fiscal reporting to State and University.
• Resolved over and under spending issues, contract changes and disputes in job order performance.
• Developed methodologies used by line managers in projects to control and forecast staff level which supported
reporting model to project overall contract position and report status to senior management.
• Interim Budget Manager -- San Francisco Office of the Controller
• Reported on quarterly activity with forecast for year end, variance analysis and recommendations on critical issues.
• Provided recommendations to provide greater control in accounting procedures and processing.
• Developed an Access staffing model to control report and project high usage of temporary staff in long-term system
implementation transition from clerical to professional employees.
ABSOLUTELYNEW, INC. 2006 - 2008
Finance/FP&A Director
• Managed Accounting & Finance, including A/R, collections, A/P, vendor negotiations, Payroll, benefit payments.
Also worked with outside accountants on tax submittals and audits. Processed Federal and State reporting.
Supervised staff.
• Implemented conversion to payroll processing (ADP) and 401K with outside vendors.
• Established financial planning and reporting at this product development company.
• Lead division managers in budgeting through development of quantitative methods to plan budgets, project staffing
requirements and formulate quantitative methods and metrics to assess goals and targets.
• Developed cross functional metric analysis with Sales and Marketing to evaluate advertising campaign
effectiveness.
• Calculated cost methodology to forecast revenues and cash flow.
• Created management reports of budget and revenue/sales forecast, along with executive summaries and reports.
• Cash management: forecast short- and long-term revenue positions; established reports to project weekly
requirements.
• Provided recommendations to bridge the gap and controlled payables.
• Supported CFO in preparation of financials and strategic analysis for venture capital funding.
2. John Fagundes Page 2 of 3
• Lead system implementation in revenue recognition in conversion from Quickbooks to MAS200.
• Directed two analysts (finance & marketing) in modeling, forecasting and reporting of financial activity.
ACCOUNTING SOLUTIONS, INC & CONTRACTING AGENCIES 1998 – 2005
Financial Consultant & Senior Financial Analyst
• Charles Schwab Bank, SOLA Optical, Levi Strauss, Wells Fargo Bank, Utility.com, Xtra International,
• Smith-Kettlewell Eye Research Institute, Harris Communications, Federal Home Loan Bank
Budget Management
• Devised and implemented FPA system for internet start-up (Utility.Com): cycle schedule, procedures and reporting.
• Managed budget process: developed planning processes; monthly variance analysis and forecasts.
• Established models, plan forms, management reporting and metrics for budget process.
• Provided ad hoc analysis and reports for senior management and board presentation.
Financial Analysis
• Analyzed cost accounting and price structure in new and established product services.
• Reconciled $10M inventory database discrepancies in two company merger.
• Resolved nine month backlog in accounting process - supervised and trained staff in reconciliations: bank accounts,
• endowed and investment funds.
• Conducted external reporting - prepared documentation for Federal tax filings and audit preparation.
• Reviewed and audited State Regulatory filings (Insurance), compiled MIC Tax Credit submission.
UNIVERSITY OF CALIFORNIA 1992-1997
Financial Analyst - San Francisco
• Investigated and determined cause of annual program deficit with recommendations for resolution.
• Conducted accounting and management audits: determined process, procedure and vendor improprieties in billing
recharge activity and management supervision.
• Budget management: prepared budget, year-end projection and new year budget.
• Conducted financial condition, monthly variance and ad hoc analysis as required.
Financial Manager, Landscape Architecture – Berkeley
• Administered academic department - organized and established procedures/controls to increase efficiency and
propriety.
• Managed grants and internal endowments.
• Managed and supervised staff in accounting, budget and personnel operations.
• Monitored accounting, budget and personnel operations to control and analyze department financial condition.
Financial Analyst, Loans and Receivables Office - Berkeley
• Developed a reorganization plan to integrate multiple and varied financial systems as departmental strategic plan in
response to Campus and University wide initiatives – resulted in CUBS system.
• Analyzed operations with goal of reducing redundant positions, forms and controls.
• Developed financing options, program estimates and alternative revenue sources.
BERKELEY UNIFIED SCHOOL DISTRICT 1991- 1992
Program Manager
• Provided analytical and administrative support to Business Manager as well as managed Earthquake
Reconstruction.
• Budget manager for $6M department; established budget and staffing models; restructured accounting and
administrative duties; revised budget for 10% cutback while maintaining service levels.
• Managed $2.5M in Federal and State grants reconstruction grants: submitted grants and negotiated with agencies;
established accounting controls; and prepared audit trails; monitored program compliance.
• Presented reports and financial analysis to Board and public; as liaison to community groups addressed concerns
regarding sensitive and complex issues in public meetings.
• Coordinated financial advisors and attorneys in $8M capital financing.
EDUCATION
3. John Fagundes Page 3 of 3
• MPA, Finance, Wagner School, New York University
• Sotheby's Works of Art Course, London, England
• BA, History of Art, University of California, Berkeley CA
VOLUNTEER EXPERIENCE
• Project Open Hand – meal delivery and food pantry distribution.
• Discovery Community—board member, event presentation and co-ordination.
• Visual Aid – annual art sale fundraiser.
• GLBT Historical Society -- poster and photography curator, researcher support, annual fundraising events.
• St Martin de Porres House of Hospitality – meal preparation, cooking and serving guests.