Accounting Management

Robert S. Kloss, CPA, CMA

**** ****** ****

Hatfield, PA 19440

www.linkedin.com/in/accountingprof88bobkloss/

Home: 215-***-**** ***********@*******.*** Cell: 215-***-****

SUMMARY

Accomplished Financial Executive with demonstrated expertise in finance,

accounting, and SOX compliance, focusing on increased profitability and

improved management of assets within multiple industries. Known to

effectively leverage system technologies to increase efficiencies and

reduce expenses. Recognized for empowering use of team approach, coaching,

and strong communications skills and partnering with management to achieve

goals.

Expertise in:

Financial Reporting Financial and Accounting Strategies and

Analysis

Written and Oral Communications Accounting Functions

SOX Compliance Asset Management

Supplier and Contract Negotiations

PROFESSIONAL EXPERIENCE

RICHARD SCHULTZ DESIGN, Palm, PA 2010 - 2013

CHIEF FINANCIAL OFFICER

Governed and directed all financial reporting and accounting functions for

privately owned modern design outdoor furniture manufacturer (revenue $7M)

with plant operations and NY showroom. Supervised staff and managed

Material Resource Planning technical support, banking relationship and

accounts, external auditor, and outside IT technical support. Partnered

with President and COO to direct strategic and operational changes.

. Improved financial health of company, enhancing profitability by properly

billing for all products and services and managing warranty, selling and

administrative expenses.

. Facilitated integration efforts during due diligence and integration of

financials and operations, resulting in successful sale of private

company to Knoll, Inc.

. Improved management of product inventories through timely reviews and

corrections of inventory cycles.

. Lowered cost of business operations by eliminating unnecessary spending.

. Adjusted product pricing, increasing product line revenues.

. Identified inefficient and ineffective processes of new MRP system

stabilizing operations.

. Implemented new server and additional IT equipment, improving network and

system performance.

. Provided individual training to employees, facilitating use of software

tools such as Microsoft and MRP.

. Implemented more advantageous credit relationship with large

international customer, enhancing cash flow.

SRC DATA CORP. AND INTEGRATED VIDEO SECURITY SYSTEMS INC., Plymouth

Meeting, PA 2009 - 2010

CONSULTANT

IMPROVED CUSTOMER BILLING, COLLECTION, AND SUPPLIER PURCHASING ACTIVITIES

FOR TECH FIRMS' PROFITABILITY AND CASH FLOW.

. REFINED ACCURACY OF MANAGEMENT FINANCIAL REPORTS, PROVIDING TIMELY INPUT

OF FINANCIAL DATA INTO COMPANY SOFTWARE.

. COMPILED COMPLETED PROJECT AND FINANCIAL DATA, FACILITATING PROFITABILITY

REVIEW AND FUTURE REFERENCE.

WILMINGTON FINANCE, PLYMOUTH MEETING, PA 2003 - 2009

SOX COMPLIANCE SUPERVISOR

DEVELOPED AND IMPLEMENTED PROPER CONTROL MANAGEMENT AND DOCUMENTATION FOR

COMPANY-WIDE SOX COMPLIANCE PROCESS (OVER $1.5B MORTGAGE LOANS PER MONTH).

LED SPECIAL ACCOUNTING PROJECTS AND PERFORMED ACCOUNTING FUNCTIONS FOR

INPUT TO FINANCIAL RECORDS.

. Originated and directed SOX program, achieving over 90%

success test rate.

. Complied with internal control requirements through

development and maintenance of SOX documentation, including

process narratives, flowcharts, and testing.

. Provided timely and accurate reporting of transactions for

management compliance with Office of Thrift Supervision

remediation project, meeting regulatory requirements.

Robert S. Kloss, CPA, CMA ***********@*******.*** Page Two

WILMINGTON FINANCE (Continued)

. LED AND CONDUCTED ANNUAL 1098/1099 PROJECT OF DATA

COLLECTION, SCRUBBING, PROCESSING, AND TRANSMISSION OF

BORROWERS' AND VENDORS' INFORMATIONAL RECORDS (100K RECORDS),

ADHERING TO IRS REGULATIONS.

. Met company reporting requirements by preparing monthly

journal entries, monthly general ledger account

reconciliations, and annual WFI financial report with

footnotes.

. Transitioned accounting department in closing business

operations for WFI, expediting changes to business plan.

. Developed and maintained financial policies and procedures manual for all

financial functions (accounting, treasury, servicing), ensuring

consistent application and training of new hires.

BLUE CHIP GROUP, Oaks, PA 1996 - 2003

CHIEF FINANCIAL OFFICER

Oversaw financial reporting and accounting functions for privately owned

technology-focused business (revenue $8M) including 3 divisions: computer

reseller, computer network integration services, and database marketing

services. Directed staff, personnel administration and facilities

administration.

. Created and actualized monthly closing schedule for business accounting,

improving management decision making.

. Prepared accounting and financial reports, including margin

analysis and sales commissions, allowing management to

monitor and adjust pricing and performance incentives.

. Generated customer billing cycles and collections, enriching cash flow.

. Negotiated supplier and equipment leasing contracts and monitored

supplier charges, resulting in cost savings.

. Initiated contacts via networking, generating sales opportunities and

partnerships with outside companies.

ADDITIONAL EXPERIENCE

GTE SERVICE CORPORATION, Tampa, FL

Manager, Information Technology (IT) Asset Management - Corporate IT Asset

Management

GTE DATA SERVICES, Tampa, FL

Planning Analyst

Revenue Accounting Supervisor

Financial Planning Accountant

TECHNICAL SKILLS

MS Excel / Access / Word, Macola Materials Resource Planning, Solomon, SBT,

BLA, QuickBooks

EDUCATION

MBA, emphasis Finance and Management, University of South Florida, Tampa,

FL

BSBA, Accounting, University of Florida, Gainesville, FL

PROFESSIONAL CERTIFICATIONS

Certified Public Accountant (CPA)

Certificate of Management Accounting (CMA)

MEMBERSHIPS

American Institute of CPAs

Board Member, Director of Student Activities, Institute of Management

Accounting

CIVIC ACTIVITIES

Board of Directors, GTE Federal Credit Union ($485M in assets), served and

volunteered on Board committees

Elected to leadership positions and served on Session and Deacon Boards for

local church

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