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268815 � � 'J I�� � � . 2���� EEP,:�T.�1RD J. CARLSON 791 Keller Parkcvay St. Paul, Minnesota 55117 � (612) 484-7769 . � OBJECTIVE _� � ; ;�;;-- . . . . . I �.�. R'�P�- ` Financial executive or controller position of responsibility offering !, ;? �� � `"� im.mediate challenge and long term grow[h. :_ �����:° � ; ..�� ,`:: __:��:��� SUIrfi3ARY '; �`��r . ' r - �f '+�- . S r ';�a� _ _ Financial mariager experienced in desigre and implementation of automated accounting systems and budgeting systems, use of data processing in -------- � management information systems, development and implementation of fiscal manaoement controls, monthly reporting and annual reports, fiscal analysis, and labor negotiations. Demonstrated management skills and strong leadership ability. � EMPLOYtfENT June, 1974 to Present State of Minnesota, Finance Department Budget, Planning, and Control Director Initial position was Fiscal Analysis Director, assumed additional responsibility July, 1975. Initiated significant corrective actions to improve accounting system control of $ 3.5 billion annual expenditures, redesigned structure and content of monthly fiscal management reports, consolidated fiscal data of over 100 separate agencies and produced annual financial reports, developed procedures to determine the fiancial condition of the State General Fund - (expenditures of $ 2.5 billion), staffed and trained Internal Audit function, designed computerized budgeting system, strengthened employee position control (30,000 employees), produced the State's Biennial Budget Mar�.ual, staffed and trained the budget support staff. . Gaireed an understanding of the legislative and executive branches of 5tate Government. - July, 1970 to rlay, 1974 rlinneapolis Public Scliools Director of Budgets and Accountin �''� x _ . . , jF �;����-: a` .����€i�t Initial position was Budget Direc�or, assumed additional responsibility . � '�'Yh$=ra : ..�• F L. '�,x .. . . July, 1971. Redesigned and implemented multi-dimensional accounting ' �� �'°t� system, organized and decentralized the bud et racess � ' h' � �° g p (annual budget � � ��*s of $ 7S million), initiated program budgeting, developed and ' �,Jxi��' _. � �� implemented computerized employee position control (generated cost e,., '.�,. ��- savings of 2% of total labor costs) , established federal funding -' ' control, automated property accounting, revised work order cost - '���� � - . � ___ _ _ __ _ _. _ . _ _ _ __ �, . . . . . 1 �68�� _ Bernard J. Carlson - 2 � accounting system, served on school district Iabor negotiating team, � � gained experience in working with a Board of Directors (Education), ;� EI'� t'��=� i�is''r�'>a served on Statewide Uniform Financial Reporting Committee (Chairman). '' ha�:�. While working with State of Minnesota personnel on committee activities ` ' r ���;"� � � .�t,x�d��¢ was asked to apply for position with the State Finance Departnent. �'� ' " fY, . . �:�;,`�'��� August, 1966 to June, 1970 Arthur Andersen & Company, CPA's ; ,', ��=- < - Auditor �:.r� � _ ,.�____._i_ Audited various sized private and public organizations. Final assign- ment was on management consultant staff to work with Minaeapolis Public Schools. During that assignment was asked to apply for the Budget Director position with the School District. Other part time work exgerience includes tax return preparation, incorporating a smal�. manufacturing business, and serving on the Board of Directors of this company. .EDUCATION ; . B.S. , 1966, St. John's University, Collegeville, Minnesota, Economics � and Accounting major, 22 credit hours of Graduate School. PROFESSIONAL Certified Public Accountant, Minnesota Society of Certified Public Accountants, Member of Industry Commi.ttee of MSCPA. . PERSONAL riarried, three children; excellent health; born 1944; height 5'll"; � � weight 185 lbs. , � � � � MILITARY January, 1967 to December, 196$ United States .Arr�y , �.���,, ' � �-�,,���- Commissioned O.fficer, Signal Corps, served 12 months in Sauth Vietnam � `'ti ���. �, . as Officer in Charge, 100 man communications site. Received Bronze 'I .� � " "}°r: Star. : s `' ����� " .;.-�r`��� a�� ��� �� , 1� .� GITY ()1�' �AINT P1�I�L ������ •esm�aum �)1''1'I(i 1: O 1� T I I 1; �I AY O li ■�s��■e�eea !Bi�8�0 0� CiEORGE I.ATIbIE13 March 21� 1977 MAYOR TO: Council President Robert Sylvester and Honorable Members of the City Council � FROM: Mayor George Latimer � � SUBJECT: Appointment of the Director of the Department of Finance and Management Services After an extensive national search, I am submitting for Council approval the name of Bernard J. Carlsan for appointment to the position of Director, Department of Finance and Management Services, effective April 4, 1977. Mr. Carlson is currently the director for Budget, Planning and Control with the Minnesota State Department of Finance. Mr. Carlson will be available during the regularly scheduled Council meeting on Thursday, March 24, to respond to any questions you may have. Mr. Carlson' s professional qualificationscombined with his strong administrative experience makes him an ideal selection as we move to further strengthen Saint Paul' s management capacity. GL/lm • O �.±�q �i i s ��rn�Fr'�'°-�,>'K.4�,t •a�,.� p��r )'s� a� ��+�'"' s�m# x s g�� a � � � s. %'. �' �- � i"� t �,�^r # '� ,P`�,'` 'f�FS �FlCt ��� � w '� , i�y �'� tF a.�� ,� � q�r� Y�, �4a�������a�� � ; �# ( • . t gMk . �Y .,� i� ;p S . i . '��"J�� � �. ,1a �.��.� .C#+i�! i'}3 a v'i Y .! f �.} �, lr yf � r . -t a.. `�' a,. � r � '�a' t�5.' n � ��ya,. $ � . . c�yp � ! r � ' t S i x � � r , � k} �. 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"f � �f �! i 1-}� C � \ j r �� 1 � , � x£t� � , 1L 't '�. ry t AJ " -t � I�� S j� f Y � �} � gF Y�% � F }� i � A: r lR f �' t. , .� '� � �� . : .. � . �, l�. � � ,,.�. . r� r j e�, t � . , /� � �: ' . �.�, .,' t t:. �3L��"*�� t i ' ",,t '. �j (r �r �4f� r ��• i6 l,��� ' . �, `'`� '�„�'"j t �f °f��'_i , _. . . . . .. ,_ , � �., „G.�„d�t , . .e.r� i ,. . .. . . ., ( ... _ , . . . . . .1 . , r r � w � � v v ) � STATE OF MINNESOTA ) ) � COUNTY OF RAMSEY ) ss ) CITY OF ST. PAUL ) I, Bernard J. Carlson do solemnly swear (or affinn) to support the Constitutions of the United States and of the State of Minnesota and to discharge faithfully the duties devolving upon me as Director of the Department of Finance & Mana�ement Services, of the City of Saint Paul to the best of my judgment and ability. � '' � � / �'���✓'�i�/'���-��:-�'rv"'._" l Sworn to and subscribed to before me this 4th day of �ril 19� /���-- __ _ �- - ____-- v ,�, � . °�,i�"''�'i�,a �� �...—��i���%�� 1.=� .: > � City Clerk � �� � � � ��,,, � . .,,�' i �. .> � -, �, � � 1 , N ' , � , ''� � � . i:' � ► , ; _ � � F �ft � �. , +.► a,. ,;r� �� , j�` i �:, r ,,, (����i11N11N�� '