Appendix 8
Page 1 of 24
John H. Donovan III
254 Butternut Lane
Stamford, Connecticut 06903
Home (203) 461-8666 - Office (973) 581-5220
jdonova@solixinc.com
SUMMARY
Director - Telecommunications Industry, with consistent and significant achievements across multiple disciplines and functions.
Used breadth and depth of experience to manage state universal support mechanisms. Launched start up ventures in
telecommunications services. Employed strategic and analytic skills to develop telecommunications regulatory policy and
strategy. Demonstrated competencies in leadership, management of people, organizing and planning, communication, project
management and team building. Formal education in economics and finance combined with over thirty years experience in
telecommunications ranging from consulting services to federal and state regulation, line operations, marketing, customer
service, and finance.
PROFESSIONAL EXPERIENCE
SOLIX INC., Whippany NJ
2004-PRESENT
Director - State Program and Product Operations
Responsible for the operational aspects of state program support mechanisms throughout the U.S. and Puerto Rico. Manage a staff
of 25 managers, associate managers, data analysts & temporary staff. Responsible for: compliance with contractual obligations and
customer service standards, interfacing with public utility staff to translate requirements into operating procedures, implementation
of newly acquired programs, oversight of data collections, analysis and funding calculations, billing and collection of more than
$720 million from approximately 7,000 fund participants, disbursement of payments to recipients, monthly and annual financial
reporting and satisfying internal and external audit requirements. Also directs the overall post sales implementation and ongoing
operational support for Solix various products.
Director – Product & Service Development
2001-2004
Responsible for the selection, acquisition, negotiation, pricing, rollout, operational interfaces and sales training associated with
products offered to the independent telco market segment. Products aim to increase revenue and/or decrease costs.
 Developed and executed strategy and business plans for billing, network and operations support services.
 Successfully directed the launch of CABS billing and collections, SS7, audio and web conferencing, revenue assurance,
and directory assistance services.
STAPLES COMMUNICATIONS NETWORKS, INC., Shelton CT
1999-2001
Vice President – Network Product Development
Key management role in the Company’s product development and management activities and, financial performance and
reporting for the complete line of Staples Communications Networks Services generating $10M of profit on $57M of revenue.
Accomplishments:
 Developed and executed strategy and business plans for voice and data network services.
 Successfully managed the launch of local telecom service in 2 RBOCs and 6 states over 1 year.
 Managed vendor relationships to maintain overall network margin at 36% and margin on local service at 25%.
 Grew local revenue to $9M in annual revenue in 2 years.
 Directed the development and deployment of data products sales training programs resulting in $4M annual data product
revenue.
 Developed and managed a $60M operating budget and managed revenue, expenses and profit on a monthly and quarterly
basis. Reported financial results to the Chairman monthly.
CLARICOM NETWORKS, INC., Milford, CT
1997-1999
Director of Voice Services and Regulatory Affairs
Responsible for the selection, acquisition, negotiation, pricing, rollout, operational interfaces and sales training associated with
new products. Also for securing certification and filing tariffs for nationwide entry into local service
Appendix 8
Page 2 of 24
John H. Donovan III
Accomplishments:
 Successfully launched local telecom service in Illinois. Secured regulatory approval in 14 strategic jurisdictions.
 Analyzed multiple provisioning, billing and customer care software packages for local service and negotiated vendor
agreements for operating support systems purchases.
NYNEX LONG DISTANCE COMPANY, New York, NY
Executive Director
Accomplishments:
 Secured regulatory approval for NYNEX Long Distance to operate in 37 out of region jurisdictions in 1 year.
1996-1997
COOPERS & LYBRAND L.L.P., New York, NY
1994-1996
Senior Consultant
Accomplishments:
 Conducted a customer repair center process re-engineering for a Regional Bell Operating Company (RBOC) resulting in a
50% reduction in customer “on-line” waiting time.
 Conducted a diagnostic review, validation of assumptions and risk assessment of key financial drivers associated with a
$6B fiber-coax network business case for an RBOC.
 Performed a management review of affiliate transactions compliance for an RBOC and its affiliates. Developed a
methodology to improve management cost information while maintaining compliance.
NYNEX CORPORATION, White Plains, NY
1983-1994
Director - Federal Regulatory (1988-1994)
Accomplishments:
 Developed policy and strategy for incentive regulation to deploy the information infrastructure in the Northeast.
Developed an assessment of myriad alternative regulatory frameworks. Masters Thesis: On The Reform Of Rate Of Return
Regulation For Telephone Companies In The United States.
 Developed policy and strategies associated with implementation and administration of collocation/interconnection tariffs
and issues adopted by NYNEX and approved by regulatory bodies.
 Developed policy and strategy relative to the status of competition in New York. Author: On Competition: The Evolution
Of Competitive Access And Local Exchange Markets In The NYNEX Operating Areas.
NEW ENGLAND TELEPHONE, Boston, MA
Director – Marketing (1987-1988)
NYNEX Service Company, White Plains, NY
District Manager – Marketing (1984-1987)
NEW ENGLAND TELEPHONE, Boston MA
Manager - Interexchange Carrier Service Center (1983-1984)
AMERICAN TELEPHONE AND TELEGRAPH, New York, NY
Manager - General Departments
1982-1983
NEW ENGLAND TELEPHONE, Boston, MA
Manager – State Regulatory (1977-1982)
Central Office Technician (1970-1977)
1970-1982
EDUCATION
M.S. Finance, Fairfield University, 1989
B.S. Economics, Boston College, 1977, Summa Cum Laude
Beta Gamma Sigma
Appendix 8
Page 3 of 24
Lori Tasca
45 Brook Valley Road
Kinnelon, NJ 07405
Office: 973-581-5233
PROFESSIONAL EXPERIENCE
SOLIX, INC.
JUNE 1998-Present
Whippany, NJ
August 2005 - Present
Manager - State Universal Service Fund Programs
Responsible for the daily operation of State USF Programs
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Develop and implement procedures to ensure the accurate and timely collection of revenue and disbursement of
program funds
Prepare monthly and annual financial reports
Develop assessment factor calculations
Serve as primary contact for Commission staff
Coordinate audits conducted by independent audit firms as well as state Commission staff
June 1998 – August 2005
Associate Manager - State Universal Service Fund Programs
Administer the daily operations of multiple State USF Programs. Responsibilities include:
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Reviewing and approving carrier support requests for disbursement from state funds
Designing appropriate worksheets for carriers to calculate and request support and/or remit assessments
Develop, verify and transmit monthly, quarterly and annual financial reports to the various state commissions
Develop and update all necessary systems and procedures to ensure the timely and accurate processing of fund
operations
Providing quality customer service to fund participants and state commissions
Working closely with NECA’s Information Technology department to design and maintain databases and financial
processing/reporting systems
Assisting Manager of state programs with fund related activities and special projects
Maintaining constant knowledge of telecommunications services and technology as related to state universal service
funds
Responsible for the development and analysis of the account reconciliation process that tracks non-payers and
inaccurate payments to customer’s accounts.
Supervising Account Analyst in accomplishment of data entry and account reconciliation activities
Work with internal and external auditors, on both financial and compliance audits
Accomplishments
Successfully administered start up for two new funds while satisfying all deadlines within budget
Significantly improved Customer Service by streamlining and standardizing customer service procedures
Reduced the number of delinquent reporters and the accounts receivable aged balance
Grand Union Company
Financial Control
Wayne, N. J.
September 1997 - June 1998
Assistant Supervisor
 Supervised four clerks within the financial control and file maintenance depts.
 Maintained system and company controls within the accounts payable system.
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Appendix 8
Page 4 of 24
Knowledge of all phases of the accounts payable system including vendor file maintenance, rent checks and system
checks.
Responsible for all phases of check production including scheduling, production of real time checks, and wire
transfers.
Budget & Financial Planning
Accounting Assistant
 Reconciled corporate accounts to the general ledger.
 Researched and prepared analysis of cost center expenses.
 Created a store activity listing quarterly.
 Worked on special projects for the Assistant Treasurer.
September 1996 - September 1997
Real Estate Accounting
May 1995 – September 1996
Accounting Clerk
 Responsible for lease and tax related payments.
 Billed co-tenants, sub-tenants and reconciled maintenance and tax account for stores.
 Researched property leases.
 Handled bankruptcy proceedings to insure proper payment of outstanding lease balances.
 Prepared tax and maintenance budgets for store locations.
Accounts Payable
September 1994 - May 1995
Accounts Clerk
 Processed accounts payable records for assigned vendors.
 Maintained and compared accounts with store receiving records, entered payment information into accounts payable
system and issued payment to vendors.
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Reconciled store-receiving records to ensure proper charges and credits to individual stores .
Education:
Montclair State University
 Bachelor of Arts
Upper Montclair, N. J.
May 1998
County College of Morris
 Associate in Applied Science - Business Management
Randolph, N. J.
Jan. 1992
Software:
Windows
Clarus
Access
PeopleSoft
Excel
QuickBooks
Word
Powerpoint
Appendix 8
Page 5 of 24
Tim Devore
341 Gregory Avenue
West Orange, NJ 07052
Office: 973-581-5224
PROFESSIONAL EXPERIENCE
SOLIX, INC.
Whippany, NJ
SEPT 2002 – Present
Associate Manager - State Universal Service Fund Programs
Sept 2005 – Present
Administer the daily operations of multiple State USF Programs. Responsibilities include:
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Reviewing and approving carrier support requests for disbursement from state funds
Designing appropriate worksheets for carriers to calculate and request support and/or remit assessments
Develop, verify and transmit monthly, quarterly and annual financial reports to the various state commissions
Develop and update all necessary systems and procedures to ensure the timely and accurate processing of fund
operations
Providing quality customer service to fund participants and state commissions
Working closely with NECA’s Information Technology department to design and maintain databases and financial
processing/reporting systems
Assisting Manager of state programs with fund related activities and special projects
Maintaining constant knowledge of telecommunications services and technology as related to state universal service
funds
Responsible for the development and analysis of the account reconciliation process that tracks non-payers and
inaccurate payments to customer’s accounts.
Supervising Account Analyst in accomplishment of data entry and account reconciliation activities
Work with internal and external auditors, on both financial and compliance audits
Account Analyst - Texas Universal Service Fund
July 2004 – Aug 2005
Manage the process of reviewing and approving disbursements for the Specialized Telecommunications Assistance Program
 Developed system enhancements and process development
 Provide quality customer service to all TUSF participants and STAP vendors
 Work closely with Information Systems department to initiate changes of the TCDHH Application Process
 Assist the Associate Manager in completion of all required interdepartmental processing activities for the Specialized
Telecommunications Assistance Program
 Perform data entry of voucher information and carrier remittance worksheets
 Responsible for coordination of all incoming and outgoing mailings and correspondences for the TUSF
Finance Department
Sept 2002 – July 2004
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Maintaining and updating databases for Finance and Purchasing Dept.
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Keeping inventory logs for Boise Cascade and The Tab Group
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Handling company accounts for Fed Ex, UPS, Airborne Express and Xerox Systems Inc.
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Handle all mailroom functions on a daily basis.
National Prescription Services
Administrative Assistant/CSR/Database Administrator
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Fairfield, NJ
April 2002 – Sept 2002
CSR- Good communication skills, work with clients daily, Order entry, Heavy Phone, Maintain call logs.
Create, Maintain and Update Databases, Install new equipment/software
Office Skills- Sign new enrollees and get processed, In-house mailing, very efficient in MS Excel, PowerPoint, Word,
Outlook, Lotus Notes, Report to four senior managers
Appendix 8
Page 6 of 24
Datatec Systems Inc.
Customer Support Engineer
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Fairfield, NJ
Oct. 2000 – June 2001
Responsible for achieving plan objectives developed by project management through monitoring the efforts of field
and client related issues from initiation of project through its completion,
Work with project managers to coordinate schedules and effectively deploy field technicians to achieve management
objectives.
Maximize project efficiencies through E- Deploy, a Website designed to create more synergies between clients and
management.
Provide project specific technical support for field technicians.
Generate daily status reports for project manager and upper management.
Education:
The Chubb Institute
 Computer Technical Support
Parsippany, N. J.
May 2000
Essex County College
 Educational Studies
Software:
Windows
Clarus
Newark, N. J.
1995 - 1997
Access
PeopleSoft
Excel
Powerpoint
Word
Appendix 8
Page 7 of 24
Carol C. Kenner, CPA
1 Regent Circle
Basking Ridge, NJ 07920
Business (973) 581-5005
PROFESSIONAL EXPERIENCE
SOLIX, INC.
Whippany, NJ
2004 – Present
DIRECTOR of FINANCE/CFO
 Manage the company’s financial operations, including treasury, billing and collection, payroll, accounts
payable, general accounting and risk management.
 Provide financial information to the Board of Directors and Shareholders.
 Oversee financial operations and provide financial information to the funds which NSI manages.
NATIONAL EXCHANGE CARRIER ASSOCIATION, INC.
1998-2004
MANAGER, FINANCIAL REPORTING
 Prepared and presented monthly financial results reports for management of NECA Services, Inc.
 Prepared financial results reports for NBANC, TRS and various states’ universal services funds managed by
NECA and NECA Services, Inc.
 Responsible for reporting to the FCC for NBANC and TRS funds.
 Prepared financial results reports for USAC
ALIVE HOSPICE, INC.
1995-1998
DIRECTOR OF FINANCE
 Managed the financial operations of not-for-profit healthcare corporation and provided financial results reports
to management and the Board of Directors
 Supervised a staff of six, including two professionals
JEWISH FAMILY SERVICES OF GREATER HARTFORD, INC.
1992-1995
FINANCIAL MANAGER
 Managed the financial operations of not-for-profit healthcare corporation and provided financial results reports
to management and the Board of Directors.
GOUTHIER & WILCZEWSKI, CPA’S
1988-1992
STAFF ACCOUNTANT
 Conducted small audits, prepared financial statements and filed tax returns on behalf of clients.
Appendix 8
Page 8 of 24
KNAPP SHOES, INC.
1986-1988
ASSISTANT CONTROLLER
 Responsible for general accounting and financial reporting, including annual reports for auditors.
 Managed the accounts receivable and general accounting staff.
BARCLAYSAMERICAN BUSINESS CREDIT
1982-1986
DIVISION CONTROLLER
 Responsible for budgeting and forecasting for an operating division.
 Responsible for reviewing actual results and reporting on variances for an operating division.
HARPER & ROW, PUBLISHERS
1979-1982
BUSINESS MANAGER
 Responsible for budgeting and forecasting for an operating division.
 Responsible for reviewing actual results and reporting on variances for an operating division.
MAIN LAFRENTZ & CO. (now KPMG)
1977-1979
STAFF ACCOUNTANT
 Promoted to level of senior accountant.
EDUCATION
NEW YORK UNIVERSITY, Graduate School Of Business Administration
New York, NY
Qualified for MS - Accounting, 1978
TUFTS UNIVERSITY
Medford, MA
BA - Economics, 1977
Certifications and Professional Membership
Certified Public Accountant, New York State
New Jersey Society of Certified Public Accountants
Appendix 8
Page 9 of 24
Monique Robinson, CPA
51 Woodlawn Drive
Morristown, NJ 07960
(973) 285-0125
mrobins@solixinc.com
Objective
Secure a financial position in an organization that is looking to excel and where financial savvy is needed.
Personal Qualifications
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Strong accounting and GAAP knowledge
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Sarbanes-Oxley compliant
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Mathematical and statistical analysis
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Cash flow and financial analysis
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Knowledge of various database and accounting computer application systems
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Accurate and organized
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Strong written and verbal communication skills, CTM of Toastmasters
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Good people skills and team player
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Ability to effectively manage and direct personnel in business and management of people
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Highly motivated; skilled at working independently or on a team
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Strong presentation and facilitation skills
Education
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M.A. Kean University, Mathematics Education
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B.S. Rutgers University, Accounting
Professional Experience
Director – General Accounting and Revenue Operations
Solix Inc.
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Manages accounting, treasury, and accounts receivable functions
Responsible for the preparation of the financial statements
Ensures all documentation complies with Company’s regulations
Manages journal entry processing
Oversees the reconciliation of balance sheet, income statements, cash flow, and bank accounts
Manages and oversees the safeguard of the Company’s liquid assets
Oversight responsibility for billing & collection for all lines of business and risk management
Manager – Financial Reporting
NECA Services, Inc.
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(2005 – present)
(2004 – 2005)
Responsible for monitoring all financial operations within the company
Maintain trial balance
Performs reconciles of bank statements for investment and cash accounts
Performs tie-outs of balance sheet items
Prepare journal entries
Appendix 8
Page 10 of 24
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Assures the external reporting requirements are in compliance
Assist with year end audits
Budget preparation
Participates in request for proposal pricing
Report directly to the CFO
Associate Manager - Finance and Accounting
NECA Services, Inc.
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Prepare monthly financial reports and revenue activity reports
Perform budget and variance analysis
Prepare journal entries
Reconcile out of balance general ledger accounts
Financial Controller
LARRC, INC. t/a AGS
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(1993 – 1999)
Responsible for maintaining the fiscal soundness of the organization
Preparation of financial reports
Month end closing
Bank reconciliation
Prepare budget
Inventory control analysis
Primary contact for the bank, asset based lending team, outside auditors, and vendors
Handle all personnel functions including payroll
Supervise and train accounts receivable and accounts payable departments
Accounts Receivable
LARRC, INC. t/a AGS
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(1999-2004)
(1992 – 1993)
Responsible for the collection and application of funds to customers’ account
Handle customer problems and inquiries
Assist with bank reconciliation, general ledger adjustments, and month end closing
Professional Affiliations
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American Institute of Certified Public Accounts (AICPA)
New Jersey Society of Certified Public Accounts (NJSCPA)
CTM of Toastmasters International
Professional Skills
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Proficient in PowerPoint, Microsoft Word, Windows, Excel, Outlook, Explorer, Helmsman,
Peoplesoft, and nVision
Knowledge of Microsoft Access and SAS Programming
Appendix 8
Page 11 of 24
DONNA L. CASEY
245 Halsey Road
Parsippany, NJ 07054
Office (973) 581-5006
PROFESSIONAL EXPERIENCE
SOLIX INC.
Whippany, NJ
Director – Expense Operations & Budgets (October 2005 – current)
Responsible for the functions of Accounts Payable and Disbursements, payroll, employee expense
reporting, employment taxes, time & attendance, purchasing , mailroom and company records retention.
 Ensure that all liabilities of the company were paid in a timely and accurate manner
 Coordinated the fund program disbursements that NSI administers
 Assisted in preparing the budget presentations for the Board of Directors and maintained all
budget system reporting and procedures
 Oversee and direct the process of the payroll function, ensuring that all employees are paid in
an accurate and timely manner and NSI payroll taxes are remitted to the proper taxing authority
 Oversee and direct the purchasing functions , including the negotiation and contract process
with vendors
 Oversee the management of employee expense reporting and instant recognition awards
 Assisted in the administration of the cost accounting process for all NSI activities
 Oversee and direct the mailroom and off-sire storage and record retention functions
 Maintain the policies and procedures for all of the functional areas of responsibility
NATIONAL EXCHANGE CARRIER ASSOCIATION, INC. /
NECA SERVICES, INC.
Whippany, NJ
Manager, State Universal Service Fund Administration (January 2000 – October 2005)
Responsible for the daily operation of State USF Programs
 Develop and implement procedures to ensure the accurate and timely collection of revenue and
disbursement of program funds
 Prepare monthly and annual financial reports
 Develop assessment factor calculations
 Serve as primary contact for Commission staff
 Coordinate audits conducted by independent audit firms as well as state Commission staff
Manager, Budgets/Disbursements (June 1996 – January 2000)
Responsible for the accurate and timely disbursement of all NECA disbursements and the coordination
and tracking of the NECA budget process
 Coordinated NECA’s annual corporate expense, revenue and capital budget process
 Compiled NECA and INS monthly and quarterly financial statements and variance reports
 Assisted in preparing the budget presentations for the Board of Directors and maintained all
budget system reporting and procedures
 Analyzed and maintained corporate and departmental budget vs. actual information
Appendix 8
Page 12 of 24
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Assisted in the administration of the cost accounting process for all NECA activities
Ensured that all liabilities of the company were paid in a timely and accurate manner
Coordinated the fund program disbursements that NECA and INS administers which include
NECA PS, INS, OSP, IXC, TRS, VUSF, AZUSF, ARUSF, KSUSF, OKUSF, WYUSF,
TXUSF, and TX Specialized Equipment
Created and updated the Unit and Corporate practices for procedures and expense reporting to
ensure that expenses were properly classified
Reconciled all payable and cash accounts
Coordinated internal and external audits
Associate Manager, Accounts Payable (June 1987 – June 1996)
Responsible for the accurate and timely disbursements of all NECA disbursements
 Ensured that all Fund and Miscellaneous disbursements were disbursed in a timely and
accurate manner
 Updated operating procedures
 Account analysis of all past due accounts
 Maintained Accounts Payable system
 Verified and approved disbursement requests for accuracy in account distribution
 Processed 1099 and 1096 information to IRS and State agencies
Accounting Specialist (December 1986 – June 1987)
Responsible for the accurate posting of accounts in the General Ledger
 Prepared and reconciled Balance Sheet
 Prepared and maintained Fixed Assets, amortization schedules and recorder journal entries in
the General Ledger
 General Ledger account analysis
 Bank reconciliation
Accounts Payable Specialist (April 1985 – December 1986)
Responsible for verification and input of disbursement requests
 Verification and input of Employee Expense Statements, Purchase Orders, Purchase Requests
and Request for Checks
 Prepared manual checks and registers
 Researched all statements for outstanding invoices
THE GREAT ATLANTIC & PACIFIC TEA COMPANY
Budd Lake, NJ
August 1980 – July 1985
Bookkeeper
Responsible for the daily cash operations of the store
 Prepared daily and weekly financial statements and revenue reports
 Maintained cash flow for operations
 Prepared Payroll and processed invoices
Appendix 8
Page 13 of 24
THATCHER GLASS INC.
Wharton, NJ
August 1982 – July 1983
Accounts Receivable Clerk
Responsible for the daily billing
 Preparation of the billing invoices
 Review and Reconciliation of the Accounts Receivable accounts
EDUCATION
A.S. Business Administration, County College of Morris May 2001
Currently pursuing a B.A. in Business Administration – Accounting at the College of St. Elizabeth
Appendix 8
Page 14 of 24
KATHY COMPTON
12 Faesch Court, Rockaway, NJ 07866
(973)328-8041
PROFESSIONAL POSITIONS
Manager-Financial Reporting, Solix, Inc, Whippany, NJ; 12/2005-present.
Prepare monthly and annual financial statements for Solix and the state funds managed by Solix. Process and post
monthly journal entries. This includes the review of staff prepared monthly transactions ensuring accurate and
timely reporting. Review bank and balance sheet reconciliations prepared by staff. Provide assistance with pricing
and budgeting. Prepare analysis and other supporting schedules for the auditors. Train and supervise one
professional.
Manager-Reporting, NECA, Whippany, NJ; 6/2004-12/2005.
Provide day-to-day accounting support, including the responsibility for analysis, reconciliation and preparation of
financial information and financial statements for NECA, NSI, the Telephone Relay Service (TRS) fund and
several State Universal Service Funds. Implemented and maintain proprietary and budgetary reporting for the TRS
fund using USSGL federal government accounting standards. Manage filing of the U.S. Treasury SF224 and CIHO
reports and work closely with the FCC accounting staff providing financial data for input in the FCC financial
statements and the U.S Treasury and OMB databases. Act as point of contact with senior management, the FCC,
U.S. Treasury, State Commission personnel and external auditors. Assist in development and maintenance of
Financial Accounting and General Accounting policy and procedures including authorship for the Finance intranet
site. Backup administrator of the PeopleSoft financial and asset management systems. Train and supervise one
professional.
Senior Accounting Specialist, NECA, Whippany, NJ; 7/2000-6/2004.
Responsible for financial statements and accounting for various State USF funds. Assisted in providing monthly
and annual NECA financial reporting. Interact with external and internal auditors to facilitate NECA and State
USF audits. Led the installation, testing and maintenance of the PeopleSoft AM system, including the authorship
of the AM procedures. Assisted in the maintenance of the general ledger and updating Financial Policies and
Practices. Responsible for several monthly bank reconciliations.
Associate Manager/Manager, Program Integrity Assurance, Schools and Libraries Division, NECA,
Whippany, NJ; 3/1998-7/2000.
Trained, developed and managed a team of fourteen. Prepared and maintained required management reports of
audit findings. Planned and implemented special projects. Ensured that effective review procedures were
developed and maintained.
Senior Staff Accountant/Budget Analyst, Casio, Inc, Dover, NJ; 1995-1998.
Directed closing activities. Developed, controlled and maintained the corporate budget.
Responsibilities also included special projects for upper management and cash management.
Staff Accountant, Konica, USA, Englewood Cliffs, NJ; 1988-1995.
EDUCATION
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College of Saint Elizabeth, Morristown, NJ; 12 credits towards MS in Management
William Paterson University, Wayne, NJ; BA – Accounting
Bergen Community College, Paramus, NJ – AAS – Early Childhood Education
Appendix 8
Page 15 of 24
Susan C. Kenny
85 Hilltop Trail
Sparta, New Jersey 07871
973-729-1189
OBJECTIVE
A challenging position, utilizing abilities obtained through my experience and education, with the
opportunity for professional growth based on my performance
EXPERIENCE
12/05-Present
Solix Inc. Whippany, NJ
Manager-Accounts Payable and Purchasing
Upload, input, review and disburse all Programmatic disbursements in which Solix manages to guarantee
the integrity of payments made to program participants which includes Billing and Collection, State
Program Operations and Product Operations
Ensuring program disbursements are made on time and in accordance with
contractual obligations
Review and disburse Employee Expenses Statements, Request for Checks
and Vouchers to guarantee the integrity of the payments
Maintaining vendor master files and bank information for proper FEIN and
bank transfer information
Review and update Financial Policies & Practices(relating to expense reporting), Accounts Payable Unit
Procedures and Schedules to ensure that all expenditures, policies and regulations are valid, accurate and
authorized in accordance with Solix policies
Oversee and manage the purchasing functions, ensuring that purchases are properly authorized,
accounted for and received
Supervise staff of 3 – 2 direct and 1 indirect
03/99-12/05
National Exchange Carrier Association Whippany, NJ
Associate Manager-IT Budget
Development, monitoring, coordination and interpretation of the entire NECA corporate capital
and IT expense budgets
Analysis, tracking and reporting of budget activities to Executive Director IT and Director-Financial
Operations
Negotiating, tracking and processing of vendor contracts and related invoices
Procurement of IT equipment and software in accordance with NECA’s Purchasing Policies and
Practices
Supervise staff of 4 – 2 direct and 2 indirect
01/98-02/99
National Exchange Carrier Association Whippany, NJ
Associate Manager-SLD/PIA
Review and audit applications to assure they are compliant with program guidelines under the
Telecommunications Act of 1996
Obtaining and updating discount data for US and territories
11/91-12/97
Integrated Access Systems, Inc. Rockaway, NJ
Accountant/Accounts Payable Manager
Prepared monthly journal entries and financial statements
Maintained general ledger
Account analysis, variance analysis and error resolution
Reconciled monthly bank statements
Maintained construction in process spreadsheets
Supervised Accounts Payable staff of 2
Resolved Accounts Payable errors and completed the month end close for corporate and 2 divisions on
separate software systems
Appendix 8
Page 16 of 24
01/88-11/90
John Dusenberry Co. Inc. Randolph, NJ
Sr. Accounting Clerk
Maintained general ledger for corporate and divisions
Prepared monthly financial statements and quarterly consolidated
Prepared ratios and variance explanations
Account analysis and error resolution
Reconciled monthly bank statements
Assisted in conversion of manual accounting system to computerized
Assisted supervisor for staff of 6
01/86-12/87
Patient Care Inc. West Orange, NJ
Schedule Coordinator
Scheduled and supervised home health aides according to Medicare and Medicaid guidelines
Processed Medicare and Medicaid billing according to their guidelines
Processed weekly payroll
EDUCATION
09/83-12/85
Kean University Union, NJ
Bachelor of Science Degree
Business Administration with an option in accounting and a minor in Economics
09/81-06/83
County College of Morris Randolph, NJ
Associate of Arts Degree
Business Administration
REFERENCES
Furnished upon request
Appendix 8
Page 17 of 24
KARIN BENSON
19 Country Club Lane
Springfield, NJ 07081
Office (973) 581-7693
PROFESSIONAL EXPERIENCE
SOLIX INC.
Whippany, NJ
Manager – Billing & Collections (January 2006 – current)
Responsible for all billing, collection and accounts receivable activity for State USF, B&C, and all lines of business.
 Manage the daily operations of the State Universal Services Funds, B&C and all new lines of business
 Responsible for developing, implementing, and maintaining automated cash receipt lockbox interfaces for all
programs
 Manage and coordinate the flow of financial information between treasury, general accounting and B&C groups
 Provide customer service for internal and external customers
 Provide audit support to internal and external auditors
 Develop and document consistent policies and procedures across business lines
NATIONAL EXCHANGE CARRIER ASSOCIATION, INC. /
NECA SERVICES, INC.
Whippany, NJ
Manager – Billing & Collections Settlements (June 2001 – January 2006)
Responsible for the direct supervision and individual work activities involved in the monthly processing of all settlement input,
revenue administration, and generation of invoice and disbursement notification detail for approximately 900 companies.
Acquired an in-depth knowledge of all B&C programs, pricing, terms and operating procedures.
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Managed staff and systems resources necessary to ensure all B&C programs are efficiently and effectively
processed
Directed and supervised the customer services activities with the Exchange Carriers
Managed parallel testing, data validation, maintenance and enhancement of the conversion to a new billing system
Identified and reported revenue trends to corporate executives
Assisted with the interpretations of contracts for new billing programs
Managed Annual Tariff Rate Verification process and system updates
Increased the number of Exchange Carriers receiving invoices via e-mail by 70%
Associate Manager – Cash Management (September 1997- June 2001)
Responsible for the preservation and safeguard of the Universal Service Administrative Company (USAC), Texas State Funds
and NECA cash resources.
 Established and maintained corporate cashbooks
 Managed long term investments to determine daily borrowing and investment needs
 Maintained fund transfer system with several banks, i.e., Mellon, First Union, and Bank of NY
 Reconciled cash balances on a daily basis
 Managed and maintained borrowing and investment records between $1-20 million annually
 Reviewed, analyzed and reconciled NECA accounts
 Prepared monthly and quarterly reports on investments and borrowings for corporate executives
 Authorized to borrow funds for NECA and USAC to meet cash requirements
Finance – Billing & Collections Assistant (April 1997-September 1997)
Responsible for Billing, Collection and Accounts Receivable functions for Independent NECA Services (including Tariff 4),
Post Settlement Processing, Universal Service/Lifeline Assistance, and Telecommunications Relay Service.
 Calculated accruals and prepared journal entries for all billed entities
 Resolved all unapplied cash issues for TRS dating back to 1993
Appendix 8
Page 18 of 24

Provided company position report for analysis of outstanding balances for INS on a monthly basis
Senior B&C Finance/Operations Assistant (August 1996 – April 1997)
Primary support for INS’ Settlement Statement processing. This consisted of collecting and verifying required revenue and
message data for all participants (OSP’s, IXC’s and LEC’s) in the billing & collection programs.
 Prepared and processed Provider Settlement Statements
 Provided excellent customer service to INS’ participants
 Analyzed and input toll return data and miscellaneous adjustments
 Participated in the development of procedures for the Sprint Single Bill Savings Plan
 Perfected the system input screens, which saved time and eliminated opportunities for input errors
 Completed various special projects which involved analyzing, investigating, and resolving questions regarding the
LEC accounts, specifically tape variances and toll return issues
 Updated tariff rates, contacts and agency agreements
Operations and Finance Assistant (February 1994- August 1996)
Responsible data entry and verification and input of credit requests
 Analyzed and input toll returns and miscellaneous adjustments for 1,300 exchange carriers
 Reviewed output reports to ensure accuracy of toll returns and miscellaneous adjustments
 Separated, copied and filed data requests
 Prepared various financial assignments and related accounting spreadsheets
 Resolved customer inquiries
EDUCATION
Associate of Arts Degree – Biology, Union County College
Appendix 8
Page 19 of 24
Jose Monje
311 Paulison Ave.
Passaic, NJ 07055
Office: 973-581-5397
PROFESSIONAL EXPERIENCE
Solix Inc.
Whippany, NJ
December 2005-Present
Accounts Receivable Specialist
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Responsible for Cash Applications, debits and credits
Prepare journal entries for all bill entities
Prepare invoice and statement applications
Prepare bank transfers
October 2003 – December 2005
Solix Inc.
Whippany, NJ
Account Assistant - Universal Service Fund
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Manage the process of reviewing and approving carrier remittance worksheets
Provide quality customer service to all USF participants and commissions
Assist the Associate Manager in completion of all required interdepartmental processing activities for 5
state programs
Perform data entry of carrier remittance worksheets
Responsible for coordination of all incoming and outgoing mailings and correspondences for the USF
NATIONAL EXCHANGE CARRIER ASSOCIATION, INC
Whippany, NJ
May 2001-August 2003
Receptionist
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Provided quality customer service to satisfy internal and external inquiries
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Interacted with general public and vendors
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Performed inventory control activities
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Monitored calls for maintenance of building security
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Developed procedures and direction guidelines
EDUCATION
Passaic High School, 1994
Passaic Institute of Technology, 2003
Certifications: A+ Hardware, Access
Calc Canterbury: Word, Excel
COMPUTER SKILLS
Windows XP
Word
PeopleSoft
Group Wise
Excel
Outlook
Personal Skills
Fluent Spanish and English
Quick Learner
Access
Internet
A+
Team Player
Appendix 8
Page 20 of 24
JOHN J. BOCHICCHIO, CTP
16 Barge Court
Montville, NJ 07045
Office (973) 581-5210
Home (973) 335-4223
PROFESSIONAL EXPERIENCE
SOLIX, INC.
Whippany, NJ
12/05 to Present
Program administrator, asset manager and information technology provider to federal, state and local governments.
SENIOR TREASURY MANAGER
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Management of treasury operations, bank account administration, investing and banking relationships
Cash flow forecasting
Oversee risk management
Oversee investor relations
Supervision of one professional
NATIONAL EXCHANGE CARRIER ASSOCIATION, INC
Whippany, NJ
1/02 to 12/05
Administrator of FCC access charge plan, state telecom and state energy funds.
MANAGER TREASURY OPERATIONS
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Management of treasury operations, administration, investing and banking relationships
Cash flow forecasting
Oversee payroll and related functions
Oversee the management of employee expenses
Supervision of four professionals
REVLON CONSUMER PRODUCTS CORPORATION
Edison, NJ
9/88 to 1/02
International manufacturer and marketer of cosmetics, skin care, fragrances and personal care products.
$1.5 billion annual net sales.
MANAGER, FINANCE & CASH MANAGEMENT (6/96 – 1/02)
CASH MANAGER (1/94 – 6/96)
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Management of domestic treasury operations including development of cash management system, daily
cash concentration, maintenance of revolving credit facility, bank account administration and banking
relationships
Reduced bank compensation through the consolidation of operating bank accounts and the
initiation and completion of lockbox study
Integration of acquired companies into domestic cash concentration system
Installation of windows based bank account administration program tracking 350 worldwide bank
accounts, 150 retail locations
Appendix 8
Page 21 of 24
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Equipment lease analysis and negotiation, letters of credit, cash flow forecasting
Assist Treasurer in management and administration of pension plan investments
Supervision of one professional
MANAGER OF FINANCIAL REPORTING – Corporate NY, NY
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(5/93 – 12/93)
Preparation of external financial reports including 10K, 10Q and S-1
Preparation of annual report for employee savings and investment plan. $80 million plan assets
Coordinate U. S. Government regulatory and other statutory reporting
MANAGER OF FINANCIAL ANALYSIS – (REVLON) Corporate NY, NY (7/89 – 5/93)
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Analysis and interpretation of flash sales and operating income results, preparation of commentary and
monthly report presented to management
Consolidation of net sales and operating income monthly forecasts for worldwide operations
Preparation and management of departmental budgets
Special projects including the development and implementation policies and procedures
REVLON DOMESTIC COSMETIC AND FRAGRANCE DIVISION, Edison, NJ
MANAGER OF BUDGETS AND FORECASTS (9/88 – 7/89)
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Consolidation and review of budget and forecast financial statements
Preparation of monthly controller’s letter with commentary and variance investigation.
Consolidation, review and analysis of $40 million general and administrative budget
Provided divisional headcount and compensation reporting and analysis
Supervision of three professionals
SUBURBAN PROPANE GAS
Whippany, NJ
2/81 to 9/88
Coast to coast propane marketer with 500 locations. $900 million annual net sales.
SUPERVISOR, FINANCIAL ANALYSIS (1/86 – 9/88)
SUPERVISOR, BUDGETING (1/84 – 1/86)
BUDGET ANALYST (2/81 – 1/84)
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Direct the review, consolidation and analysis of the company budget
Presentations to management
Preparation and analysis of flash sales and income reports
Analysis of capital spending, capital authorization requests, discounted cash flow/net present value
analysis, lease/purchase analysis
Training of field operating managers on budgeting and forecasting techniques
Review and analysis of acquisition candidates using D.C.F./N.P.V.
Supervision of one
Appendix 8
Page 22 of 24
THE BATES MANUFACTURING COMPANY
Hackettstown, NJ
2/80 to 2/81
Privately held manufacturer of office products
COST ACCOUNTING SUPERVISOR (9/80 – 2/81)
JUNIOR COST ACCOUNTANT (2/80 – 9/80)
G.S.G.S. & D., Inc
Clarks Summit, PA
9/78 to 2/80
Architects, Engineers & Planners
GENERAL ACCOUNTANT
ROBERT ROSSI & COMPANY
Eynon, PA
Certified Public Accountants
JUNIOR ACCOUNTANT
EDUCATION
MBA, Fairleigh Dickinson University, Madison, NJ 1988
BS, Accounting, Bloomsburg University, Bloomsburg, PA 1977
12/77 to 9/78
Appendix 8
Page 23 of 24
VINCENT JARVIS
6 Nishuane Road,
Montclair NJ 07042
973) 581-5214 Work
PROFESSIONAL EXPERIENCE:
SOLIX INC. – Whippany New Jersey
Associate Manager – Cash Management
December, 2005 - Present
 Perform daily cash management activities, including cash balance reporting, transmittal of wire information
and reconciling ACH transactions for SOLIX Inc. Billing & Collection and General Operating Funds, in
addition to, 15 State Universal Service Funds.
 Establish and maintain corporate cashbooks for each of the above-mentioned funds, in addition to execution of
ACH / Wire transfers for Settlement payments, short-term investments and refunds to Exchange Carriers.
Daily review of account activity in each fund, ensuring that all transactions have been processed as authorized
and the appropriate documentation for the activity is completed.
 Develop cash flow forecasting reports to accurately project the above mentioned funds liquid cash position.
Provide account analysis / research of transaction detail for the General Accounting and Accounts Receivable
Departments.
 Prepare and render accurate and timely short-term Investment valuation and earnings schedule on a monthly
basis. Track the buying and selling of investment accounts, including month end income / dividend reinvestment, capital gains reporting and calculating the average annual investment rate for internal and external
users.
 Communicate with subsidiary staff and bank personnel on all cash related matters.
National Exchange Carriers Association – Whippany NJ
Associate Manager – Treasury Operations / Cash Management
November, 2000 – December, 2005
 Perform daily cash management activities, including cash balance reporting, transmittal of wire information
and reconciling ACH transactions for NECA Services Inc. Billing & Collection and General Operating Funds,
NECA Telephone Relay Service Fund in addition to, 7 State Universal Service Funds.
 Establish and maintain corporate cashbooks for each of the above-mentioned funds, in addition to execution of
ACH / Wire transfers for Settlement payments, short-term investments and refunds to Exchange Carriers.
Daily review of account activity in each fund, ensuring that all transactions have been processed as authorized
and the appropriate documentation for the activity is completed.
 Develop cash flow forecasting reports to accurately project the above mentioned funds liquid cash position.
Provide account analysis / research of transaction detail for the General Accounting and Accounts Receivable
Departments.
 Prepare and render accurate and timely short-term Investment valuations on a weekly basis. Track the buying
and selling of investment accounts, including month end income / dividend re-investment, capital gains
reporting and calculating the average annual investment rate for internal and external users.
 Communicate with subsidiary staff and bank personnel on all cash related matters.
JP Morgan Chase – New York, NY
Senior Accountant: Global Investor Service
March 1997 – August, 1999

Management of monthly workflow achieving critical report delivery and quality service to clients.
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Development of quality controls, maintaining effective and dependable performance.

Ensured accuracy of daily processing of transactions in client's portfolios through timely maintenance
procedures, which resulted in accurate monthly asset and market value reconciliation.
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Developed quarterly income / expense audits for all portfolios, ensuring accurate monthly reporting.
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Maintained accurate accounting files on ERISA compliance and tax reporting schedules.
Appendix 8
Page 24 of 24
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Resolved inquiries from clients and their investment advisors.
Rendered periodic investment accounting reports for Defined Benefit/Contribution and Endowment &
Foundations assets with a combined value of $2 billion.
Account Administrator/Assistant Manager: Global Trust Services
June, 1991 - March, 1997

Coordinated the contribution, investment, benefit payment, and expense processes for $1.8 billion in Defined
Benefit / Contribution and Endowment & Foundations assets.

Analyzed processed transactions and earnings estimates on a daily basis for monthly asset reconciliation and
quarterly market value reconciliation. Resolved trade discrepancies with Brokers / Custodians in addition,
acted as the liaison between the Clients and Bank operating units.
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Monitored and ensured ERISA compliance; met all tax reporting deadlines and assisted in the Administration
and management of fifteen relationships.

Provided written communication to clients concerning problem resolution, confirmation of transactions, and results of
research relating to their portfolios.
JP Morgan Chase – New York, NY
Accountant: Global Trust Services
February, 1985 – June, 1991

Prepared monthly financial investment reports for Defined Benefit / Contribution, ESOP, and VEBA Plans
with a combined value of $500 million

Performed daily and monthly reconcilement of Securities lending accounts and customer reports.

Accurately processed daily transactions of contributions, lump sum payments, and in-kind distributions
for plan participants.
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Reviewed monthly income and dividend investment statements, cash flow, and accrual of interest and

dividends for securities held in various portfolios.
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Investigated all client inquiries, researched, and referred exceptions to appropriate areas for resolution.
EDUCATION:
LONG ISLAND UNIVERSITY – Brooklyn Campus, Brooklyn - New York
Bachelor of Science Degree, Majored in Accounting - February 1994
UNIVERSITY OF GUYANA – Turkeyen, Gtr. Georgetown, Guyana
Diploma in Accounting – October 1983
CERTIFICATION:
MONTCLAIR STATE UNIVERSITY - Upper Montclair, NJ
Certificate in Paralegal Studies
REFERENCES:
Available upon request
– January, 2004