Insurance Sales

CHRISTOPHER WALCZAK, CFE

*** ***** ***** **. . *********, CT 06488 . 203-***-**** .

*******.*****@*****.***

Certified Fraud Examiner and Accounting Professional with proven success in

completing projects with strategic thinking and tactical business

solutions. Detailed investigative and research methods, excellent written,

formal reporting and verbal communications skills with all organizational

levels.

CORE SKILLS

Month End Close, Auditing, Expense Analysis, Cash Flow Analysis, Bank

Reconciliation, Formal Reporting, A/P, A/R, Journal Entries, Sales & Use

Tax, Property Tax, Sales Reporting, Fraud Prevention, Budgeting, Hands On

Supervisor, Tax Research, Problem Solving, Peachtree, MS Office Suite -

Word, Excel

SELECTED ACCOMPLISHMENTS

. Saved GE Capital over $450,000 by finding erroneously assessed

accounts.

. Uncovered system wide discrepancy in Cook County's handling of refunds

in

regard to Illinois real estate tax law resulting in

significant refunds to firms.

. Earned AJG stock option award for performance as auditor.

. Developed plan of action for conversion of financial data to new

system.

. Led accounts payable reconciliation project saving company over

$300,000.

. Uncovered dozens of irregularities & internal control weaknesses as

auditor.

. Earned commendations as patrol officer for protecting life and

property.

. Earned "outstanding" performance rating for patrol duties.

MY SUPERVISORS SAY IT BEST

"I knew I would need a dependable, conscientious dedicated team member to

back me up. I recruited Chris and he has not disappointed me yet.

Chris' position has been a pressure cooker at the onset. He came through

for me and the Gallagher organization with flying colors." Andy Vella,

Area Controller, Arthur J. Gallagher & Co.

"Officer Walczak is to be commended for his alertness and diligence in

following up the investigation. As a result of his efforts, an aggravated

robbery suspect was apprehended, and two stolen vehicles were recovered."

Sergeant M. Genovesi, Dallas Police Department (Current Dallas PD Deputy

Chief of Police)

PROFESSIONAL EXPERIENCE

Unity Scientific (High-tech manufacturer of analytical instrumentation)

Brookfield, CT

Sr. Accountant (Supervisor - promoted after one year from Bookkeeper

position) 10 / 2011 - 8 / 2013

. Effectively handle A/R & A/P, invoicing and collections working with

domestic customers and international affiliates. Improve efficiency of

accounting and related departments by setting new policies and

procedures. Manage loan and tax incentive projects as member of

committee working with legal and executive management to gain access

to working capital and reduce tax liability.

GE Capital - Financial services unit of GE - Commercial lending and leasing

Danbury, CT

Property Tax Analyst (Consultant)

2008 - 2009

. Resolved 1,300 accounts using PTMS tax database and systematic

investigative approach to research, reconcile and pay backlog of

delinquent tax bills.

H&R Block - Tax preparation services

Waterbury, CT

Tax Associate (Part-time and Seasonal)

2005-2006

. Prepared tax returns for variety of clients. Advised clients of

changes in tax law, focusing on future tax liability and financial

planning considerations. Used thorough interviewing skills to reduce

taxes.

Boy Scouts of America

San Diego, CA & Southbury, CT

Volunteer - Stay home dad (See volunteer section below at bottom of p.2)

1999-2007

C.Walczak, p.2 / 2

Euclid Insurance Services, Inc. - Twelfth largest insurance broker in

Illinois Itasca, IL

Accounting Supervisor

1998-1999

. Supervised staff of five during transition to new database. Developed

guidelines, account analysis, month end work, journal entries, broker

commission analysis, handled insurance company relations. Reconciled

over 600 accounts prior to successful financial conversion.

Arthur J. Gallagher & Co. - Fourth largest insurance broker in world

Itasca, IL

Accounting Supervisor - Chicago branch location - Closed in 1998

1997-1998

. Recruited to return to company. Hired, trained and supervised staff of

five, month-end work, account analysis, journal entries, broker

commission analysis, annual budget preparation, insurance company

relations, providing financial guidance to sales producers and

management reporting.

. Managed accounts payable reconciliation project involving over 75

insurance companies and two separate financial databases dating back

five years. Saved company over $300,000.

South Holland Police Dept. - Suburban Chicago public safety organization

South Holland, IL

Police Officer - Paramedic

1994-1997

. Graduated Police Training Institute with honors. Patrolled, initiated

and followed up on investigations. Responded to dispatched calls

resulting in hundreds of arrests seizing drugs and weapons. Testified

in court. Worked with state and federal agencies.

Arthur J. Gallagher & Co. - Fourth largest insurance broker in world

Itasca, IL

Internal Auditor - Security Auditor - AJG Corporate headquarters

1992-1994

. Planned and completed internal audits and fraud risk assessments of

Gallagher Bassett Services. Audited compliance with corporate

policies, client contracts and state regulations. Audited managerial

control of branch offices, including financial and operational

reviews. Reviewed recommendations with auditees. Completed work

papers and wrote formal reports, issued to the Board of Directors,

including the CFO of McDonald's Corp. and the COO of Quaker Oats Co.

. Consulted with the Company President and Executive Management during

monthly Operational Security meetings concerning fraud prevention and

internal control weaknesses, including high risk exposures on a

national level for the company.

Midwest Real Estate Investment Company - Property investment in Cook County

Chicago, IL

Staff Accountant

1991-1992

. Handled delinquent tax sale record keeping for several entities.

Managed property tax redemptions, working with County Clerk and

Treasurer Offices. Improved fee refund process from 0 to 100%.

EDUCATION

Calumet College of St. Joseph

Whiting, IN

Bachelor of Science - Accounting, GPA 3.9 / 4.0

Michigan State University

E. Lansing, MI

Bachelor of Arts - Criminal Justice

Association of Certified Fraud Examiners

Austin, TX

Certified Fraud Examiner

PAST VOLUNTEER WORK

Boy Scouts of America - Troop Secretary / Den Leader / Asst. Scoutmaster /

Troop Volunteer of the Year

Rancho Bernardo Little League - Assistant Coach

Poway Unified School District - Mentor / Volunteer / Tutor

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