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Yyyyyy x. yyyyyy

- 3282 Country Club Rd Ÿ Xxxxxx, NY xxxxxx ( (xxx-xxx-xxxx *







(HR Department

Name of Company/Recruitment Firm

Street Address

City, State, ZIP code

Job Reference Number, if any)



Dear Hiring Manager,


        In response to a job vacancy posting for the position of ________________, I am pleased to tender my application to become part of your team. My resum is attached for your review and consideration.


What I offer is my baccalaureate degree in Finance with minor in Accounting, and more than 23 years providing high-performance customer service, inventory management, accounting support, and operations management support in the optical solutions industry with early experience in hedge funds trading in the financial services business sectors. I am currently with Carl Zeiss, Ltd based in Thornwood, NY as a Senior Operational Analyst | Assistant Controller, having gone through the ranks starting as DLD Inventory Coordinator - QC Pre-Inspection in 2011. For more details including my earlier work experience, please take a moment to go through my resum .


In leveraging my managerial and administrative competencies in accounting and inventory control, I bring to the table my personal strengths that include a passion for achieving business objectives through efficiency-focused and results-driven leadership excellence. Along the way, I also bring my business-aware social and interpersonal communication skills that help build sustainable professional relationships with the people I work with, including clients, senior management, stakeholders, and industry professionals that create a harmonious collaborative work environment in achieving shared commitments.


I am confident that my education, experience, and personal strengths define me as a suitable candidate for the vacancy, one who can help achieve your objectives as part of your team. Should you need further clarification, or would prefer to schedule an interview, please do not hesitate to reach me through my phone or email address indicated in the heading. Thank you for considering me, and I look forward to hearing from you soon.







Attachment: Resum


Yyyyyy x. yyyyyy

- 3282 Country Club Rd Ÿ Xxxxxx, NY xxxxxx ( (xxx-xxx-xxxx *


Controller /Inventory Manager

Qualifications Profile


    Self-assured and results-driven educator, management professional with more than 23 years providing high-performance customer service, inventory management, accounting support, and operations management support in the optical solutions industry with early experience in hedge funds trading in the financial services business sectors.

-    Proven dedication to process efficiencies for improved productivity and cost advantages in inventory management and procurement, exceeding performance expectations that enable the business to lead in target markets.

-    Detail-oriented and analytical with critical thinking to resolve professional relationship and work issues.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Exceptional people management and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.


Key Expertise

Operations Management

    Inventory Management

    Process/Workflow Improvement

    Supplier/Contract Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

Financial Management

    Full-Cycle Corporate Accounting

    Investment Portfolio Management

    Fiscal & Budget Management

    Securities/Funds Trading

    Physical Inventory Accounting

    Risk Management


    Policies & Regulatory Compliance (i.e. SEC, GAAP, SOX, etc.)

    Staff Supervision & Training

    Office & Staff Administration


    ERP: SAP/R3 Financials & Inventory Management,

    Apps: AXYS Portfolio Management System, & Clearview


Professional Experience


Carl Zeiss, Ltd Ÿ Thornwood, NY Senior Operational Analyst | Assistant Controller Jan 2016 Present

    Collaborate with the CFO in managing the Carl Zeiss Microscopy section, processing, controlling, confirming and settling the firms and client's transaction to a high quality standard, and assisting in executing re-engineering methods to improve processes, reduce risks, and enhance management controls, and supporting the company's business in consulting w/ its clients to determine proper business structures.

    Develop project estimates, identifying phases and elements, personnel and resource requirements, and costs.

    Handle Accounts Payable and Run Account Receivable, Inventory Journal entries, cash management, and transaction journalizing using SAP Financials.

Service SOM Coordinator Jan 2014 Jan 2016

    Managed 30 CSE s for central region covering both LM/EM and collaborated with 50 Service Technicians in ensuring parts were supplied as needed in daily management of optical LIMI/EM Microscopes systems, initiating procurement to ensure zero stock out situations, handling all EM and LiMi parts inventory, and meeting or exceeding all KPI expectations every quarter.

    Managed inventory, providing purchases order processing in 3 separate Factories, dealing with different sets of vendors/suppliers, while executing plans that ensure smooth transition between factories.

    Calibrated all tools used by field technicians and developed safety programs in compliance with ISO certification.

DLD Inventory Coordinator - QC Pre-inspection Jan 2011 Dec 2013

    Managed the allocation of single item and demo loan kits, coordinating all demo events in the Northeast and Mid-Atlantic States, resolving issues with demo equipment, and maintaining integrity and availability of Demo Kits.

    Handled all Elyra/LSM/Lightsheet movements and reservations, procuring microscope parts directly from the factory.

    Collaborated with Material Management to ensure new kits and sell off items were listed in the Scopes Quoting System, while serving in the QC pre-inspection team for PCs, monitors, and cameras.


Freelance Hedge Fund Trading Consultant 2010 2011

    Worked with 5 small hedge fund managers, developing and implementing an effective trading system, ensuring compliance with trading guidelines, creating and revising compliance regulations as needed.

    Opened and established all accounts with PB while automating the DTC process by installing macro for excel


Sequitur Investment Management Ÿ Xxxxxx, NY Head Trader 2007 2010

    Traded in Healthcare only on long/ short hedge funds in U.S. and European Markets, managing risk by using option market extensively, positioning a portfolio for inter-day market swings.

    Opened all accounts with PB on the AXYS system, installing and monitoring the DTC feature of AXYS.

    Negotiated all lending rates with PB, reconciling all accounts on a daily basis.



Yyyyyy x. yyyyyy

- 3282 Country Club Rd Ÿ Xxxxxx, NY xxxxxx ( (xxx-xxx-xxxx *


Professional Experience (continued)


Brookview Capital Ÿ Whiteplains, NY Head Trader 2006 2007

COPPER BEECH CAPITAL Ÿ Xxxxxx, NY Head Trader 2003 2005

AXE-HOUGHTON ASSOCIATES Ÿ Greenwich, CO Head Trader 1995 2003

GAMCO Investors Ÿ Rye, NY Trader | Assistant Director of Operations 1993 1995


Education & Credentials


    B.S. in Finance, Minor in Accounting, FORDHAM UNIVERSITY Xxxxxx, NY (1993)

Professional Affiliations

    Volunteer: CYO Xxxxxx Xxxxxx Basketball | Sports Board for St Theresa Grammar School

    Volunteer Basketball Coach: AAU Xxxxxx Lady Hawks


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