Peter Kodzis

Email: abpiem@r.postjobfree.com

Address: **** ***** ***

City: Pinole

State: CA

Zip: 94564

Country: USA

Phone: 510-***-****

Skill Level: Senior

Salary Range: $110,000

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

Professional Profile

Executive M.B.A. graduate with twenty years of success in financial and operations management. Creative problem solver with the ability to improve processes and procedures, resolve conflicts, improve morale and consistently exceed goals.

* Finance - Solid background in financial management, accounting system implementation (design, procedures creation, software implementation), financial research/analysis, financial reporting, audits, modeling of financial decision making processes and forecasting. Equally strong in budgeting and variance analysis. Knowledgeable of transaction processing, revenue recognition practices, GAAP and FASB non-profit accounting standards, practices and procedures.

* Operations Management - Extensive experience in planning, organizing, evaluating and management of operations. Skilled in process improvement, policy and procedure creation and implementation. Hands-on manager with highly developed negotiation skills and experience in cultivating business partnerships.

* Communications/HR/Training - Decisive team leader with experience in hiring employees, developing talent, and creating effective training programs. Persuasive communicator with well-developed presentation skills. Able to develop productive relationships with colleagues, board members, customers, and business partners and staff at all levels.

Experience

THE PACIFIC FOREST TRUST, INC. - San Francisco, CA (www.pacificforest.org ) 2007-Present

Director of Finance and Administration

Responsible for management of finance/accounting department (board of directors reporting, budgeting, audits, financial analysis, accounting staff supervision) and general administration (HR, contract management, benefits administration, investment/endowment management, government and foundation reporting) for a non-for-profit organization focused on forest preservation, climate change policies and forest based carbon offsets production.

* Improved financial department efficiency by bringing accounting functions "in house" (earlier accounting was contracted to an outside accounting services company). The process involved a selection of software, a new design for a chart of accounts and funds/classes, the creation of new polices and hiring of accounting staff. Consequently, efficiency in invoicing of contracts and internal / external reporting was increased by 60%.

* Coordinated Organizational Development Process focused on revision of the organizational chart, role clarification, and creation of various process improvement teams. Process improved various aspects of organizational performance.

* Researched options and redesigned the company's benefit package, resulting in greater quality and quantity of options at no additional costs and increased employee satisfaction.

ODYSSEY, Inc. - Sacramento, California May 2005 - Dec. 2006

Executive Director

Responsible for leadership, business development, finance and general management (administration, HR, contract management) of non-for-profit organization with a mission to make public transit and other equitable, efficient transportation choices more competitive in the state of California through policy reform and marketplace improvements projects.

* Improved financial position of the organization. Administrative costs were lowered by over 50%.

* Helped to create a fundraising team. The staff worked with members of the Board of Directors to leverage their industry connections for business development purposes.

* Created the 2006-2010 Odyssey Strategic Plan, which was approved subsequently by the Board.

* Reorganized the organization to better fulfill its mission and contractual obligations.

RIDES ASSOCIATES, INC. - Oakland, California 2003 - May 2005

Deputy Director, Project Management

Responsible for the management and coordination, to include budgeting and financial analysis, of the Regional Rideshare Program contract with the Metropolitan Transportation Commission and other contracts related to the pollution prevention ("Spare the Air") and transportation information services.

* Improved internal and external communications, resulting in higher employee morale and better customer relations.

* Improved organizational performance, resulting in exceeding the contractual goals by an average of 15% (as of the Second Quarter FY 2004-2005).

* Successfully reorganized the Program Management Departments, resulting in better interdepartmental coordination and efficiency. Productivity improved by 77% over a two year period (based on the accomplishments in meeting the Key Performance Measures/Outcome Based Goals - Clients Placed, VMTR, and VTR).

* Led reorganization process of the company, resulting in the reduction of the Overhead Rate by 10%.

MACKENZIE PATTERSON, INC. 2001-2002

Project Manager - Financial Research and Trading

Responsible for target investment identification, research, analysis and acquisitions for a $120+ million Private Investment Management Company specializing in alternative investments. Managed finance/accounting and administration of several private investment funds. Prepared financial statements along with quarterly and year-end reports. Conducted in-depth market research and financial analysis for investment/acquisition planning purposes. Assured and monitored compliance of company operations with various regulatory requirements. Interacted with legal advisors and venture partners/affiliates during research and acquisition processes. Strongly involved in investors' relations.

* Identified several investment opportunities, which were consequently purchased via unregistered and registered tender offers at average discounts of 40-50% to Net Asset Value.

PEREGRINE FUNDING, INC. - Oakland, California 1998 - 2001

Director of Finance and Operations

Managed administration and finance for a Private Investment Management/Banking Company with $330 + million in capital within three Private Placement Investment Funds. Prepared financial statements as well as quarterly and year-end reports. Improved and implemented internal controls for financial reporting. Performed budgeting, cost analysis of operations and modeling of financial decision-making processes. Conducted in-depth market research for business planning purposes. Planned, set up, and configured a computer network for operations-related record keeping, which included conceptualization, creation (programming) and maintenance of the relational database (MS Access). Managed human resources (including training), contract administration, and business development. Assured and monitored compliance of company operations with various regulatory requirements. Arranged "Blue Sky" filings for the entities under the company's management. Actively participated in raising capital. Interacted with legal advisors. Prepared and delivered marketing presentations to various groups of individual and institutional customers. Contracted independent accounting firms for the audit of financial statements and internal controls, and assisted them in their auditing procedures. Directed a team of four employees.

* Increased capitalization five fold in less than four years from $63 million to $330 million, resulting in revenue growth from $560,000 to $2,600,000 a month.

* Improved the efficiency of the accounting and administrative staff by 40%.

* Increased investors' base by 74%.

CENTENNIAL STEVEDORING SERVICES- Oakland, California 1983-1998

MARINE TERMINALS CORPORATION - Oakland, California

NEDDLOYD LINES (USA) CORP. - San Francisco, California

Several years of experience in transportation/logistics industry as a Superintendent/Planner with various operations management and finance responsibilities. Strongly involved in process analysis and improvement, cost analysis of operations and labor relations.

Education

Successfully passed the Chartered Financial Analyst Level 1 exam 2002

Executive MBA Degree (concentration in finance), Graduated with Honors 1997

Saint Mary's College of California, Moraga, California

Master's Degree in Management and Marine Transportation 1983

Gdynia Maritime Academy, Poland

Community Activities

President of Polish-American Educational Committee of San Francisco, Inc. 2001-2006

Managed the administration of a non-profit organization involved in educational and cultural activities for the Polish community in the San Francisco Bay Area. Web: www.polishschool.org.

Instructor - Polish Scouting Organization, USA 2001-Present

Organized activities, provided leadership and skills training for Polish children who are members of the Polish Scouting Organization - USA division. Treasurer of the California region of PSO since 2008.

President - Lowiczanie Polish Folk Ensemble 2006 - Present

Managed the administration of a non-profit organization involved in propagation of traditional Polish folk culture (music, dances, various traditions). Web: www.polishfolk.org.

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