268815 � � 'J
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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. :_ �����:°
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SUIrfi3ARY '; �`��r
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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 - '����
�
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�, . . . . . 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. �'� ' "
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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 `' �����
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GITY ()1�' �AINT P1�I�L ������
•esm�aum �)1''1'I(i 1: O 1� T I I 1; �I AY O li
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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
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STATE OF MINNESOTA )
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COUNTY OF RAMSEY ) ss
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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.
� '' �
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�'���✓'�i�/'���-��:-�'rv"'._"
l
Sworn to and subscribed to before me this
4th day of �ril 19�
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