[Fredslist] My Friend Michigan Mike needs a job Backstory and resume below

[Robert C. Intelisano]

Good Morning Gothamites, my friend, "Michigan Mike" is divorced, put his 3 girls through college, 1 at Michigan and 2 at the U of Florida.  He was going to retire; however, his youngest wants to get her masters; hence, he needs to work.
IMHO he's very smart, a team player and I think he could be a valuable addition to a company based on what salary they would pay him.
MICHAEL KENDAL 516-642-5803 · Michael_Kndl at yahoo.com 
SENIOR LEVEL FINANCIAL MANAGER Re-Engineering Expense Structures and Client Experience to Enhance Profitability Offering over 20 years of management experience in the financial services industry with a strong record of performance. Solid analytical and problem-solving skills with a focus on the highest level of client / end user experience. Proven record to streamline operations, increase expense reimbursements, reduce vendor costs and create cost saving initiatives to enhance profitability. 
 Areas of Expertise:  Customer Service | Proficient in Quick Books | Cost Savings Initiatives | Vendor Negotiations Expense Management | Leadership | ManagementReporting Operational Effectiveness | Financial Controls 
 PROFESSIONAL EXPERIENCE VantagePoint Benefit Administrators – Lynbrook, New York Office Manager 2023 – May 2024 ● Client Experience: Laser focused on providing the highest level of support for clients by ensuring quick and efficient communications and problem solving, resulting in elevated client retention  ● Cost Containment and Management of Expenses: Assess and optimize expenses by evaluating current practices and providers to make sure the company is running in the most efficient way.  ● Client Invoicing: Determine client fees and billing for various benefit programs, including HSA, FSA and transit reimbursement.  ● Treasury Management: Manage the operating cash of the firm ensuring that the money is put to use in the most optimal way.  ● Accounting: Managed books and records of the company using Quick Books 
NYC Shanty / We Supply NYC – New York, New York Salesperson & Office Manager/ Expense Management HEMPER CO. – Los Angeles, California Consultant/ Smoking Accessory Company 2022 2019-2020Recruited directly by majority owner to “right track” and “corporatize” a young and growing start-up.  ● Vendor Negotiation: Established methodology for evaluating efficiency of various vendor relationships. Successfully removed, negotiated and replaced a variety of vendors resulting in better performance and cost savings.  ● Human Resources: Managed and oversaw the general HR department focusing on ensuring that the employees’ needs were being met, as well as the company’s.  ● Establishment of Controls: Identified and implemented a myriad of controls for the whole organization. Including, employment contracts, vendor contracts, retention of patent attorneys, and check lists for various business practices.  ● Inventory Management: Analyzed inventory on hand and based on sales activity, determined which items were of excess. Worked with the sales department to move product and keep inventory at more reasonable levels. 
 Independent Insurance Agent – New York, New York  ● Certified: Successfully completed the Life and Health Insurance exam   ● Worked on providing disability and life insurance as well as aided people in their financial planning 
 CANTOR FITZGERALD – New York, New York 2017 Senior Vice-President/ Global Expense Management, Debt Capital Markets & Investment Banking  ● IB System Development: Designed and built a project code accounting system to efficiently capture deal related expenses for the investment bank.  ● Vendor Contract Negotiation: Partnered with legal to structure a system to reduce firm risk and effectively negotiated new contracts.  ● Reviewed and Updated Current Expense Procedures: Created efficient methodology to enhance expense processing. Successfully reduced overall business costs by hundreds of thousands of dollars  ● Reviewed Market Data Usage and Applications: Implemented a system for the Managing Directors to evaluate market data needs that successfully reduced costs. 
 NOMURA SECURITIES, INTL- New York, New York Vice-President/ Investment Banking Administration  ● Cost Containment and Management of Expenses: Analyzed market data needs and eliminated unnecessary services by switching bankers to more economical providers. Instituted substantial cost efficiencies by analyzing and negotiating vendor contracts resulting in $2.4m in savings.  ● Increased Client Reimbursements: Initiated a system that despite declining deal volume led to a 55% increase in expense recovery. 
 COWEN AND COMPANY, LLC- New York, New York Vice-President/ Investment Banking Administration Recruited directly by department head to turn around and re-engineer the investment banking administrative department to create procedures, controls and to significantly reduce expenses.  ● Cost Containment and Management of Expenses: Re-engineered the cost recovery system of a global mid-tier investment bank in order to capture all variable expenses and apply them by category and banker to specific project codes resulting in an over 500% increase in recoveries. o Expense recovery went from $600k to $4mm per year. Actual expenses were reduced by $5mm.  ● Implementation of Controls: Instituted a variety of controls that increased operating efficiencies by identifying excessive expense usage and creating methods to curtail them.  ● Vendor Negotiation: Identified the need to replace inefficient vendors, evaluated bids and was part of contract negotiations. Replaced a copy center vendor who charged $4mm per year with a new less expensive and better performing vendor that allowed us to bill back our clients for usage resulting in annual savings of more than $3.5mm.  ● Fee Reporting: Ensured that proper revenue recognition according to GAAP was followed and consistency in reporting maintained. Established an effective partnership with bankers creating a culture of trust, accountability and accuracy.  ● Report Creation: Developed a focus list report that tracks the trading of current, past and potential clients. This report aided into creating new business opportunities and establishing IB relationships with new prospective clients. 
 EARLY CAREER HISTORY • 1986-2000 Controlled the reporting for Euro Bonds syndicates at Salomon Brothers and Corporate Bond trading at Lehman Brothers and Nomura Securities. 
EDUCATION: BBA, HOFSTRA UNIVERSITY — Hempstead, N.Y. • 1984 Beta Alpha Psi member Additional Awards Passed the CPA Examination Successfully completed NYC Marathon 1985–1990

Robert C. Intelisano, The Insurance Doctor111-14 76th Ave., Suite 207Forest Hills, N.Y. 11375  917-359-3985www.InsuranceDoctor.us
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://gothamnetworking.com/pipermail/fredslist_gothamnetworking.com/attachments/20240821/cd9aa30c/attachment.html>