Management Customer Service

Paul Hatrak, CPA, CGMA

CFO Finance Director Controller

Location

Greater New York City Area

Industry

Accounting

.

Paul Hatrak, CPA, CGMA

Contact Paul Hatrak, CPA, CGMA directly

Paul Hatrak, CPA, CGMA's Overview

Current

CFO Finance Director Controller at Consulting Services

Past

Regional Finance Principal at Willis

Regional Finance Officer at Willis

Regional Controller at Willis

Partner Controller at Marquis & Associates Inc.

Audit Tax Senior at Deloitte & Touche

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Education

King's College

Recommendations

6 people have recommended Paul

Connections

500+ connections

Websites

PH CPA Career Portfolio

Twitter @PaulHatrak

Paul Hatrak, CPA, CGMA's Summary

Accomplished Finance professional with CPA, Big 4 Accounting background and extensive

public, private and international company experience in the financial services,

construction and manufacturing segments.

Strengths are in financial analysis and reporting, strategic planning, budgeting and

forecasting, regulatory compliance, revenue generation, organization development and

process improvement for both large companies and smaller emerging businesses.

Distinctive record of driving revenue and profit growth through financial planning and

analysis, cost cutting and restructuring initiatives, upgrading fiscal functions and

systems infrastructure.

Strong ability to collaborate with business leaders in developing business plans, budgets

and forecasts as well as aligning business with corporate goals.

Assisted clients in business process improvement, systems and internal controls and the

selection and implementation of software.

Experienced in litigation support.

BS in Accounting from King's College and a CPA certified in Pennsylvania. Licensed

Property and Casualty, Health and Personal Lines Insurance Producer in New Jersey.

Member of the American Institute of Certified Public Accountants (AICPA), New Jersey

Society of Certified Public Accountants (NJSCPA), Financial Executives Networking Group

(FENG), Financial Executives International (FEI) and served on the board of Morris/Essex

New Jersey chapter, Institute of Management Accountants (IMA).

Contact Information:

Mobile: 908-***-****

Email: *******@*******.***

Website: www.mycareerhighlights.com/paulhatrak

Twitter: twitter.com/paulhatrak

Specialties

Strategic Planning Budgets & Forecasts Financial Analysis & Reporting Regulatory

Compliance Auditing Sarbanes-Oxley Global Operations M&A Restructuring Risk

Management Cost Savings Team Building Policy & Organizational Development Process

Improvement Systems Upgrades & Migrations Post Merger Integration P&L ERP

Paul Hatrak, CPA, CGMA's Experience

CFO Finance Director Controller

Consulting Services

2012 Present (less than a year)

Provide objective advice, expertise and specialist skills with the aim of creating value

and maximizing growth.

Improve client s business performance by saving them money and streamline their

processes.

Work closely with executive management to bring in best practices and optimization.

Regional Finance Principal

Willis

Public Company; 10,001+ employees; WSH; Insurance industry

20092011 (2 years)

Directed finance activities impacting $150M global group - Captives, Actuarial, Pooling,

Private Client Group, Programs and Strategic Outcomes Practice segment with operations in

North America, London and Bermuda.

Partnered with production, service and back-office teams to monitor costs, operations and

forecast data to determine regional progress toward goals and objectives.

Oversaw high priority projects at multiple locations in North America and London.

Regional Finance Officer

Willis

Public Company; 10,001+ employees; WSH; Insurance industry

20062008 (2 years)

Directed finance activities impacting $100M New York Metro region - Risk Solutions,

Construction, Real Estate, Healthcare, Retail and Employee Benefits.

Led finance team in the preparation of monthly, quarterly and annual revenue and expense

analysis, budgets and other accounting reports.

Identified $1M incremental regional revenue by leading a corporate initiative to develop

a client profitability model which was adopted enterprise wide.

Regional Controller

Willis

Public Company; 10,001+ employees; WSH; Insurance industry

19982005 (7 years)

Regional Controller for New York, New Jersey and Northeast regions.

Integrated financial reporting, analysis and operations for multiple business segments of

newly formed New York Metro region.

Managed billing process and maintained information systems, including user training.

Partner ControllerMarquis & Associates Inc.

19901997 (7 years)

Performed full scope accounting functions including closings and financial statement

preparation.

Analyzed balance sheets, P&L, cash flows, budget variances, and forecasts.

Established and maintained credit and collection policies.

Oversaw external audit process and banking activities, managed HR functions and

maintained computer systems.

Audit Tax Senior

Deloitte & Touche

Privately Held; 10,001+ employees; Management Consulting industry

19861989 (3 years)

Performed audits and monitored performance of clients in the financial services,

construction and manufacturing segments.

Prepared related tax analysis and filings for many engagements.

Paul Hatrak, CPA, CGMA's Organizations

American Institute of Certified Public Accountants (AICPA)

New Jersey Society of Certified Public Accountants (NJSCPA)

Institute of Management Accountants (IMA)

Financial Executives Networking Group (FENG)

NJ Strategic Executives Networking Group (NJSENG)

Financial Executives International (FEI)

Paul Hatrak, CPA, CGMA's Certifications

Certified Public Accountant (CPA)

Commonwealth of Pennsylvania

Chartered Global Management Accountant (CGMA)

American Institute of Certified Public Accountants (AICPA)

Paul Hatrak, CPA, CGMA's Skills & Expertise

Strategic Planning

Budgeting

Forecasting

Financial Reporting

Risk Management

Profit Center Management

Operations Management

Profit Maximization

Due Diligence

Acquisition Integration

Internal Controls

Financial Analysis

Accounting

Compliance

Auditing

Process Improvement

Cost Reduction

Financial Management

P&L

Microsoft Office

Quickbooks

Restructuring

Company Acquisitions

ERP

Software Implementation

Systems Conversions

Systems Analysis

Customer Service

Team Building

Cash Management

Cash Flow

Bank Relationship Management

Corporate Finance

Financial Modeling

Change Management

Cross-functional Team Leadership

Management Consulting

Business Process Improvement

Professional Networking

Business Planning

Policy/Procedure Development

Contract Negotiation

Global Operations

Stakeholder Management

Generating Revenue

International Business

Project Coordination

Connecting People

Change Agent

View All (50) Skills View Fewer Skills

Paul Hatrak, CPA, CGMA's Education

King's College

BS, Accounting

1981 1985

Paul Hatrak, CPA, CGMA's Additional Information

Websites:

PH CPA Career Portfolio

Twitter @PaulHatrak

Interests:

Professional Networking, Connecting People, Golf

Groups and Associations:

Accounting and Finance Professionals

Bergen Chapter - FENG

Big Four Accounting Consulting - Deloitte, Ernst & Young, KPMG, PwC, Accenture, Capgemini

(Big4.com)

CPA & Business Professional Group

CXO (CEO, COO, CKO, CFO, CMO, CAO, CVO, CDO, CRO, CLO, CSO & CTO) Community

Chief Financial Officer (CFO) (TGL)

Chief Financial Officer (CFO) Network - The #1 Group for CFOs

Deloitte employees and alumni

Executive Search Network

Executive Suite

FENG - Princeton, New Jersey - Chapter

Finance Club

Finance Industry Professionals Worldwide

Finance Plus: Private Equity, Venture Capital and M&A news

Finance Professionals Network, MAF, ACA, CPA, ICPAS, CFA, Financial Controller / Analyst

/ Director

Finance and Accounting Recruiter Group

Financial Executives International (FEI)

Financial Executives and FENG Online Community

Global Insurance Professionals

Global Leaders (GL)

Institute of Management Accountants (IMAr) Official Site

Insurance Industry Executives

Insurance Professionals

Interim CFO & Controller

King's College, Pennsylvania Alumni

Linked CPA

Linked User Group (Official Linked User Group)

Linked:Chief Financial Officers

Linked:Golfers, #1 Golf Networking Group Online

Linked:HR (#1 Human Resources Group)

MCCC - Morris County Chamber of Commerce

MyCareerHighlights.com

NCCPAP-NJ

NJ Strategic Executive Networking Group - NJSENG

NY/NJ Business Owners, Entrepreneurs and Start-Ups

New Jersey Networking Group

New Jersey Society of CPAs (NJSCPA)

Northern New Jersey Networking Group

Retained Executive Search Group

Risk Management & Insurance Professionals

Social Media Marketing for Financial Services

SocialCPAs

Super CFO : Finance, Accounting, Tax, IFRS, Startup, PE, CEO, CA, CPA, CS, Networking,

Professionals

The American Institute of CPAs

The CPA Network

The Executive Search Group

The NJ Networking Forum

TopLinked.com (Open Networkers)

Willis Alumni Network Group

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