Manager Accounting

Adam N. Kuzlak-Swanson

**** ****** ** *** ***, Edina, MN 55435 . 612-***-****

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

EMPLOYMENT HISTORY:

Connexions Loyalty Travel Solutions: Financial Analyst (July 2008 -

Present)

> Analyzed monthly P&Ls for over 50 departments, reporting variances to

department managers.

> Developed a standardized monthly P&L reporting application and a

budgeting/forecasting application through integrating Cognos TM1

functionality with Excel VBA to automate processing, both implemented

company wide.

> Built Crystal reports to dissect product and client revenue streams

then communicated these results to the corresponding directors.

> Created and maintained product and client dashboards.

> Headed Cognos TM1 software testing to ensure data integrity and

reported any system issues to the Cognos TM1 system specialist.

> Co-developed yearly reporting projects with the executive management

team to highlight specific expense and revenue performance based on

budget expectations.

> Teamed up with the supplier relations director and supplier

specialists to gain insight and understanding of supplier contracts

and the negotiation processes to create detailed actionable reports.

> Held Excel 2007 Pivot classes to ensure the supplier specialists had

the tools to best make use of supplier related reporting

flexibilities.

> Worked with directors and department managers on yearly budgeting and

quarterly forecasting to identify cost and revenue drivers to ensure

well defined targets are being set.

CarVal Investors: Operations Analyst (March 2006 - June 2008)

> Compiled and analyzed monthly valuation reports to determine FMV and

performance of investments (IRR and NPV analysis).

> Analyzed quarterly IRR models, reporting anomalies to investment

advisors.

> Processed, reviewed and released monthly investment distributions.

> Ensured new investment documentation was in compliance with company

policies and procedures.

> Released wires for investments ranging from 100k to 60M per

transaction.

> Lead operational process improvement projects with investment partners

to refine distribution and accounting procedures.

> Challenged operational and investment assumptions to gain knowledge

and understanding of individual investments.

> Participated in partner audits.

Quality Bicycle Products: Staff Accountant (February 2005 - March

2006)

> Prepared and analyzed monthly and yearly financial statements.

> Reported discrepancies and/or inconsistencies to the accounting

manager.

> Developed and implemented new payroll analysis (250+employees).

> Continued training in various areas of the business to develop metrics

to analyze productivity.

> Maintained general ledger.

Communication Skill Sets

* Consistently communicated timelines for deliverables by setting

expectations through explaining potential roadblocks and/or hurdles to

determine the best course of action and set well defined deadlines.

* Coordinated meetings with finance directors, the accounting manager

and analysts across the company to discuss new project ideas to

streamline and automate processes.

* Sought out direction from the finance manager to help impact the order

of importance of several high priority projects.

Technology Skill Sets

* MS Excel 2003 and 2007.

* MS Access and MS Outlook 2003 and 2007.

* MS Navision - used it to export monthly and YTD GL expense entries

linking to departmental P&Ls through automation which saved other

analysts and accountants numerous hours per month.

* Hyperion Essebase.

* Crystal Reports -created reports containing upwards of 1 million rows

of data, incorporating Excel Pivot Tables to analyze and report

findings.

* Cognos TM1 - integrated Excel VBA to automate financial reporting

companywide.

* Sharepoint -uploaded and updated files for the president and

directors.

* ISAC Reporting (call center reporting system) -worked with ISAC

systems expert to eliminate variances across multiple systems.

* Travcom -used it to problem-solve and delve into specific

transactions.

EDUCATION:

Augsburg College: Graduated Magna cum Laude May 2005 - 3.95 GPA

Double Major - Finance and Accounting Minor - Business

Administration

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