Sales Manager

Bruce C. Fogerty, CPA, CTP

**** **** ****** *** # * Dubuque, IA 52001-4521 630-***-**** (cell)

abhw1u@r.postjobfree.com

www.linkedin.com/in/brucefogerty

EXPERIENCE

*/**** - **/**** *****on Wabash Chicago, IL

Temporary Contract Accounting, Finance, and Treasury

Position

. Daily cash reconciliation & reporting, month end close

for a global rental company serving

the real estate market.

. Reconciled deferred interest and loan balance on general

ledger for capital leases.

9/2004 - 6/2010 Highway Technologies, Inc, (Formerly United Rentals

NYSE Symbol URI) Oak Brook, IL

10/2009 - 06/2010 Finance Manager Supply Chain - Fleet

www.highwaytech.net

. Mapped fleet processes; identified key internal controls & control

improvement opportunities.

. Business lead on development of an OLAP fleet financial

analysis tool.

. Administered operational and capital lease program of

equipment.

. Developed & maintained a SharePoint based process using

statistical sampling methodology with users across 30 locations

to measure fleet compliance with DOT safety regulations.

08/2007 - 10/09 Treasury Manager

. Supervised new customer credit process, payables, and cash

applications functions (staff of 6) recruitment to review,

manage bank relationships, administer wire & ACH transfer

activity.

. Implemented epayables/ACH accounts payable payment solution

annual savings $ 300 K.

. Vendor evaluation & selection (1) check guarantee service; (2)

credit reporting company, saving $ 32 K annual; (3) collection

agency, reducing collection costs 5%; (4) AP recovery service

resulting in $ 200 K recovery,

. Developed branch A/R metrics; defined & documented treasury &

credit processes & policies. Plan & conduct weekly branch AR

calls (15 + locations). Authored corporate credit policy.

Manage credit approval process. Created bonus incentive plan

for collection staff.

. Developed credit risk model for AR portfolio to identify

customers developing credit problems.

. Flowcharted Treasury & A/P processes. Prepared business case &

presentation to executive management to centralize AP function.

Initiated AP post audit system. Administered purchase card,

travel expense & merchant card systems.

09/2004 - 08/2007 Senior Regional Accountant

. Perform branch office audits for Sarbanes-Oxley (SOX) business

process compliance.

. Inventories: assessed risk, planned, trained (100 +

individuals) reconciled, and prepared quantity & dollar rolls

for 50+ locations for parts, merchandise, & equipment.

. Budgeting - analyze annual district and branch office budget

plans, operational audits.

. Month end close. Account reconciliations. Analyzed inventory

transactions, obsolete inventory & shrink reserve analysis.

Analyzed inventory quantity and dollar variances.

. Transitioned sales & property tax work from former corporate

parent to new stand-alone entity including vendor evaluation and

selection for various outsourced services.

. Developed internal audit programs and conducted audits of

branch locations.

1/2006 - Present (2007 - Present) Benedictine University, Lisle, IL

(2007) Elmhurst College, Center for Business

and Economics, Elmhurst, IL

(2006-2007) Elgin Community College, Elgin, IL

(2006) Aurora University, Dunham School of

Business Aurora, IL

Adjunct Instructor of Accounting

. Taught individual tax, financial, managerial, intermediate, and

cost accounting courses, supervised VITA volunteers' e filing of

154 tax returns.

7/2010 - Present The Edcomm Group Banker's Academy New York, NY

Subject Matter Expert: Financial & Management Accounting,

Credit Management

. Reviewed training materials, offered improvement suggestions for

materials used in banker training classes.

Feb-April 2005, 2004, '03, '02, '01, '00 American Express Tax & Bus.

Services, Naperville, IL 60540

Seasonal Tax Preparer

Research & prepare federal and state income tax returns for high-

income individuals.

12/2000 - 9/2004 Symons Corporation, sub of Dayton Superior, Des Plaines,

IL 600018 www.symons.com

Business Financial Analyst

. Prepare monthly reporting package (P & L, balance sheet,

statement of cash flows, cash gap, financial highlights, period

cost analysis) for a 20+ branch manufacturing and rental company.

. Fixed asset accounting, analyze & reconcile notes receivable,

prepaid, allocate revenue to branch offices. Audit schedules,

tax accruals & prepaid, month end close. Administer & post

payroll files to G/L. Analyze sales registers for standard cost,

price, & invoice margin problems.

. Evaluate capital projects using DCF (discounted cash flow), NPV

(net present value), & lease-buy tools. Variance analysis on

SG&A items.

. Primary responsibility for all facets of sales & use for all

Dayton Superior Companies (5 entities, all states including

Canada). Responsibilities included train and supervise

compliance effort (staff of one), correspond with tax

authorities, tax research & audits.

. Reduced penalties assessed by tax authorities by $ 60,000

. Prepare state income tax apportionment schedules, abstract data

for property tax returns including Texas Freeport Exemption,

Florida Intangibles, escheat & business license returns, Nevada

Business Tax, Seattle B&O return, & others. Section 263A UNICAP,

Federal Heavy Vehicle Return, year-end tax reporting package.

. Capital lease accounting and analysis.

8/1996 - 12/2000 Rockwell Electronic Commerce Corp., Wood Dale, IL 60191

(NYSE ROK)

Accountant

* Support asset accounting for $60MM fixed asset base (U.S. &

Canadian)

* Analyze & set reserves; generate period-end schedules; calculate

inter-company profit for fixed asset inter-company sales;

translate foreign affiliate property accounts for consolidation;

resolve accounting issues related to consolidation for corporate

books. Month end and year end close.

Department data mining expert for ad-hoc Oracle browser

queries/reports

* Sales, Use, & Property tax compliance/research/audit for all

U.S.& Canadian jurisdictions

* Identified, documented & successfully contested an increase in

real estate tax assessment, resulting in $75,000 annual savings

Project Mgmt & Functional Lead on Oracle Assets and Taxware

Implementation project(s)

* Authored process flowcharts, functional descriptions,

configuration setups; mapped legacy-to-Oracle data conversion;

investigated and reconciled conversion exceptions. Defined,

populated, and executed fixed asset system acceptance testing

Targeted go-live date was met on time and within budget

1/1995 - 8/1996 Wil-Freds Construction Inc. Aurora, IL 60505

Project Accountant

. Prepare draw requests: AIA702, sworn statement & schedule of

values, waivers, etc.

Identified & collected $203,500 in un-billed costs on a cost

plus contract.

. Analyzed CAM spend for commercial buildings.

6/1992 - 1/1995 Springfield Services, Inc. Chicago, IL 60608

Accountant

6/1991 - 5/1992 Internal Revenue Service, Internal Audit Division Lisle,

IL 60532

Internal Auditor

. Identified, evaluated, and reported upon internal controls &

weaknesses

TECHNICAL

Oracle Applications 10.3 VERTEX sales & use tax

LAWSON Financials

FACTS Business System Quantum Returns (Sales Tax) WebEx

Conferencing Software

MS Office (Excel, Word, Access) CCH Prosystem & Taxwise

(Individual income tax)

FAS (fixed asset software) Bid-Tech (construction)

Rentalman (Equip. Rental Software Suite)

Bank of America Treasury Suite Share Point

MS Navision Accounting Software

EDUCATION & COMMUNITY

M.S.A. Taxation Northern Illinois University, DeKalb, IL

M.B.A. University of Illinois at Chicago, Chicago, IL

B. A. Grand Valley State University, Allendale, MI

Certified Public Accountant

Certified Treasury Professional

Continuing Professional Education: Auditing, sales tax, professional

ethics, computer network concepts. MS Office, Sarbanes-Oxley Key Controls,

AFP Treasury Review, MS Access, IFRS

7/2010 - Present, Wheaton Public Library Board of Trustees

www.wheatonlibrary.org

. Worked with nine other trustees to manage all aspects of the library's

operations including oversight of a $ 3 million dollar budget;

operating policies; hours of operations; programs, and collections in

excess of 350,000 items. Trustees are nominated by the Mayor and

confirmed by the Wheaton City Council.

(10/2007 - 7/2010) City of Wheaton Historic Commission member

(07/2009 - present) Du Page PADS (Public Action to Deliver Shelter)

volunteer

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