Financial Analyst Accountant

JOHN D. STAUFFER, MBA, CPA, CFE

Financial Analyst, FP&A, Financial Accountant, Fraud Analyst

773-***-**** or 816-***-****, **.********@*****.***

EMPLOYMENT – Currently working as an Accountant/Analyst on contract assignments through Robert Half.

Public Works Department of Kansas City, Missouri Direct hire position. June of 2014 to December of 2016.

Senior Analyst and Fiscal Officer: Supervised accounting staff of three. Supervised annual budget and year-end processes. Audit point person. Grants accounting. Review/approve journal entries, budget transfers, encumbrances, IATVs, POs, payment vouchers. Purchasing Card accounting, petty cash, journal entries, audit confirmations. Federal grant monies reporting. Post issuance compliance for bonds. Tracking and analysis as requested by Public Works Director. Research issues raised by internal and external customers.

Water Services Department of Kansas City, Missouri Direct hire position, April of 2011 to June of 2014.

Analyst and Accountant: Financial analysis of projects. Project setup in PeopleSoft. Built Access project tracking database. Natural gas and electricity contract analysis. A/P approvals. Department travel reports. Interjurisdictional and interdepartmental billing and tracking. Wastewater charges allocations to businesses. Monthly JEs. Quarterly and ad hoc project reports.

CONTRACT ASSIGNMENTS, MARCH OF 2001 TO MARCH OF 2010

*FIRST Insurance Funding Corporation, Northbrook 9/2009-01/2010. Leading insurance industry financing company.

General Accountant: Responsible for daily collections reconciliations, daily bank reconciliations, month-end reporting and month-end board reports preparation.

*Quaker Oats Company, A Division of PepsiCo, Chicago 9/2007-3/2009 Food and Drink Manufacturer and Distributor.

Co-Pack Accountant: I was responsible for keeping the accounting work in the co-pack area up-to-date in Quaker’s legacy systems while the co-pack team trained on the conversion to SAP. I tracked co-packer shipments and variances and posted journal entries as necessary. I also was responsible for the monthly close process for several of Quaker’s co-packers.

*CORPTAX, LLC (formerly Deloitte & Touche Tax Services), Deerfield 7/2007-9/2007 Corporate Tax Solutions.

Senior Accountant: I was responsible for various account reconciliations as assigned by management and also posted journal entries to help with the monthly close. My main responsibility was to help clear a backlog of reconciliations and account research.

*La Petite Academy, Chicago 5/2007-7/2007 Child Care and Education.

Senior Accountant: Helped transition accounting department from Chicago, Illinois to Novi, Michigan. I did monthly payables accruals and various account reconciliations. I also posted journal entries to help with the monthly close. I was there to make sure nothing fell through the cracks while the accounting department was moved to Michigan.

*Newark In One, Chicago 11/2006-4/2007 Leading Worldwide Electronics Parts Distributor.

Cost Accounting Analyst: Monthly cost analysis and reporting, month-end journal entries, vendor rebate processing. I set up and ran various cost accounting reports to examine variances. I also helped with account reconciliations and monthly close journal entries.

*The Latin School of Chicago 7/2006-9/2006 Private K-12 College Preparatory School.

General Accountant: Bank reconciliations, monthly general ledger account reconciliations, month-end close reports and entries, student

billing and reporting, accounts receivable posting.

*Akzo Nobel, Inc., Chicago 6/2005-5/2006 Chemicals, Coatings and Human & Animal Pharmaceuticals.

Senior Payroll Accountant: Responsible for over two dozen monthly account reconciliations, journal entries related to these

accounts, manual payroll postings, payroll upload from ADP to SAP, W2 amendments. Participated as a tester in Sarbanes-Oxley

audit in first quarter of 2006

*The Kaplan Partners, LLC & The Kaplan Group, LLC, Chicago 9/2003-3/2004 Public Accounting and Law Firm.

CPA in audit and tax. Firm specializes in family businesses, wealthy individuals, HUD housing, banking and nonprofits.

Responsible for auditing and tax return preparation for all areas. Contributed to due diligence of legal side of firm.

*Newark Electronics, Chicago 2/2003-5/2003 Leading Worldwide Electronics Parts Distributor.

General Accountant: Month-end journal entries, bank reconciliations, non-A/R cash posting.

*HA International LLC, Westmont 10/2002-2/2003 and 5/2003-9/2003 Illinois Maker of Industrial Molds and Coatings.

Financial Analyst: Income statement restatements for nine months, built monthly financials reports and cost center reports in SAP Business Warehouse, Access and Excel, rebuilt SAP mapping, built variance analysis and forecast analysis system for cost center managers.

*La Petite Academy, Chicago 5/2002-10/2002 Child Care and Education.

Senior Accountant: Monthly financial statements/analysis and journal entries, bank financial statements, SEC reporting, G/L maintenance, American Express processing, account reviews. Helped transition headquarters from Overland Park, KS to Chicago, IL.

JOHN D. STAUFFER, MBA, CPA, CFE

Financial Analyst, FP&A, Financial Accountant, Fraud Analyst

773-***-**** or 816-***-****, **.********@*****.***

DIRECT HIRE POSITIONS, OCTOBER OF 1993 TO MARCH OF 2001

L’OREAL’S SOFT SHEEN PRODUCTS, INC., Chicago

Market leader in ethnic hair care, $85 million in annual revenues.

12/1999 - 2/2001 - Position moved to Savannah, Georgia.

Information and Control Analyst.

Responsible for daily sales flash to executive committee and New York office, tracking of inventory shortages and recovery dates, set-up and maintenance of SKU and cost of goods databases and entry of monthly sales deals, promotional items projects, calculation of monthly incremental promotion expense, forecasting support and analysis, account analysis and reconciliation, disposal authorizations, daily and month-end systems balancing, daily invoice balancing between systems, reserve inventory, excess/obsolete inventory analysis and disposition and discontinued SKUs analysis, ad hoc analysis and reports.

On a daily basis, worked closely with marketing, sales and customer care departments in Chicago and manufacturing and distribution facilities in Kentucky.

Played key role in forecast process improvement which resulted in greater accuracy and timeliness. This allowed the plant to order raw materials and components in the appropriate amounts at the appropriate times.

MIDLAND PAPER COMPANY, Wheeling, Illinois

Wholesale distributor of fine printing papers, $300 million in annual revenues.

8/1998 - 3/1999 Position eliminated due to company restructuring.

Senior Financial Analyst

Responsible for reporting and analysis of monthly sales commissions, management reports, preparation of monthly and yearly close journal entries, budgeting assistance, analysis of overall company performance, account analysis and reconciliation, reporting for customer rebate programs, audit lead schedules, resolution of internal and external inquiries, trucking account evaluation, business registrations, sales and use tax filings and projects and analysis as assigned.

Did a trucking account review which allowed the company to lower this expense.

ARTHUR ANDERSEN, Chicago (ceased operations in August 2002)

Tax Reporting Services Group

6/1997 - 7/1998 Left to return to industry and not be so specialized in my work.

Tax Staff

Responsible for preparation and processing of corporate, partnership and individual income tax returns in both DOS and Windows environments. Monthly fund accounting for Delaware Business Trusts with Financial Services Group. Worked on fixed asset depreciation schedules and GAAP research. Two biggest assignments were Montgomery Ward & Company and the law firm Sidley & Austin.

McDERMOTT WILL & EMERY, Chicago

A Top Ten Chicago Law Firm with over $908 million in annual revenues.

10/1993 - 6/1997 Left for a public accounting position after gaining CPA certificate.

General Accountant

Responsible for six monthly operating account bank reconciliations, travel account vendor postings and monthly travel statements and reconciliations, foreign currency invoices, escrow deposits and disbursements, general ledger research and journal entries, month-end journal entries, audit lead schedules, monthly and year-end account reconciliations, petty cash postings, accounts receivable postings, daily banking reports, attorney and client inquiries, special projects, K-1 preparation, 1099 verification, outer office inquiries.

MANAGEMENT EXPERIENCE

City of Kansas City, Missouri Public Works Department - Senior Analyst and Fiscal Officer.

Chicago Downtown Marriott Hotel. 1,172-room flagship property - Night Audit Supervisor, then Night Audit Manager.

Sheraton Plaza Hotel – Chicago - Assistant Front Office Manager.

McDonald's and Hardee's Corporations - Assistant Manager.

JOHN D. STAUFFER, MBA, CPA, CFE

Financial Analyst, FP&A, Financial Accountant, Fraud Analyst

773-***-**** or 816-***-****, **.********@*****.***

EDUCATION

Certified Public Accountant. Certificate awarded in August 1996 by the Board of Examiners of the University of Illinois.

Received reciprocity in Missouri in October of 2010. Currently registered in Missouri.

Certified Fraud Examiner. Certificate awarded in September of 2013.

Master of Business Administration degree, Loyola University of Chicago.

Emphasis in both Finance and Accounting. Graduated with fifty-four quarter credit hours earned over two years.

Bachelor of Arts degree in Communications Studies, University of Missouri at Kansas City, Missouri.

One-hundred-twenty semester credit hours earned over four years.

Graduate of The Player's Workshop of Second City.

Completed this one-year improvisation program and then completed the first two levels of improvisation training at ETC of Second City.

TECHNOLOGY

Microsoft Office Suite 2007 and 2010 - Excel, Access, Word, PowerPoint; Slack; Zoom; SAP and SAP Business Warehouse; AS-400; IBM Systems 35

& 36; Lotus Notes Collaborative Software; SaaS/Cloud Computing; Windows XP, Windows 7 and 10; PeopleSoft Forecasting; Oracle PeopleSoft; BRASS/CGI; Microsoft Dynamic Great Plains

System Implementations: Chicago Downtown Marriott Soft Sheen-Carson – L’Oréal USA McDermott, Will & Emery

Charles Levy Circulating Co. PepsiCo/Quaker Oats Company Cloud Corporation

ADDITIONAL INFORMATION

Exceptional verbal and written communications abilities.

Excellent multi-tasking and priority-setting skills.

Mature, responsible and professional approach to work.

Proactive and determined to go the extra mile.

VOLUNTEER WORK

Administered Visitor Satisfaction Surveys - Nelson-Atkins Museum of Art, Kansas City.

Audio-Reader at Kansas University. Previously a reader with University of Missouri-Kansas City.

Audio-Reader is a reading and information service for blind, visually impaired and print disabled individuals in Kansas and western Missouri. We read daily newspapers, magazines and best-selling books on the air and on the Internet 24 hours a day and we offer automated newspaper readings by telephone.

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