Lombardi Services

Introduction: EDWARD J. LOMBARDI JR. M.B.A 35 Acton Rd. Bridgeport, Ct. 06606 Seek property management, leasing, finance or accounting or Excel, QuickBooks, position or consulting. Experienced real estate broker, property manager; Managed properties 15 years. Saved property owner $100,000 in fines by my awareness of EPA OSHA record keeping. 15+ years sales experience. Taught real estate licensing; contract/lease law, fair housing, Reasonable Accommodations, Americans with Disabilities Act. 8 years experience as sr. financial analyst and auditor. CEO/Owner Betlan Corp; specializing in manufacturing & installation of residential & commercial HVAC products. Estimating, budgeting, sales, personnel and project management. M.B.A. in finance, BAS systems analysis - accounting minor. Hold licenses for annuities, life, health insurance. QuickBooks experience, general ledger, asset classifications, skilled in Excel (HLookup, Vlookup, IF, graphs, pivot tables), PowerPoint & Word. OVERVIEW OF EXPERIENCE FROM VARIOUS POSITIONS: • Accounting; Income statements, IRS Schedule E, depreciation, section 1231 capital gains recapture. Pay bills and expenses on a timely basis, reconcile checking. • Conduct property inspections: smoke detectors, owner approved locks, exits remain clear, overloaded electrical sockets, stoves kept clean for safety, common area lighting & follow-up list. • Prepare lease agreements, market and lease apartments, manage repairs, hire subs. • Collect rent, handle arrears, evictions and court appearance. • Maximize occupancy; Market, lease units. Maintain flexible hours (7am – 9pm by appointment). • Set rental rates, track lease renewals, apply for city CO, Sect. 8 rent increases & recertification. • Budgeting experience as project manager with Betlan and as a sr financial analyst; consolidated budgets & forecasts; wrote variance analysis reports to board of directors. • Developed price quotes and bids, wrote contracts, cost budgets based on blueprints. • Familiar with building codes from Betlan and rehabbing a 2 family into 3 family. • General knowledge of electrical (held Ham Radio operator license by passing a written test on electricity - electronics). Developed a line of ventilation fan units and a lighting system. • General HVAC knowledge;SM1 license, installed a boiler, many thermostats & hot water heaters. • While at Beltlan, installed commercial ventilation systems; drew blueprints, obtain permits, final inspection approvals. Wrote proposals, monitored job progress, ensure building codes were followed, customers were satisfaction and we stayed on budget. Worked with general contractors & architects. • Experienced programmer Systems Analyst and knowledgeable to upgrade PC hardware & software. • Evaluated business & real estate, securities investments; Develop forecasts for cash flow and income statements. Calculate ROI, NPV, IRR, breakeven and opportunity costs. Profitably managed stock & options portfolio; In depth knowledge of bonds. Analyze balance sheet, book value, R&D, financial ratios. Among my strongest assets is my demonstrated ability to learn. Within the past 5 years I have obtained several OSHA – EPA certifications, obtained several financial licenses Obtained high grades on 4 financial planning and tax courses taken at Fairfield U. and QuickBooks course. Enthusiastically learn whatever is required to accomplish a job. Extensive writing experience. Excellent multitasking, communications, customer relations and sales skills. I do my utmost to contribute toward a positive and helpful experience with anyone I speak with!