Sales Microsoft Office

Robert Kozlowski, CPA, MBA

*** ********* **. *., ***********, IL 60440

630-***-**** ********@*********.***

ACCOUNTING & FINANCIAL EXECUTIVE

Action-oriented executive finance leader with strong proven track record in multi-unit businesses.

Utilize keen analysis, insights and team approach to drive profits and margins, organizational improvements and implementation of best practices. Superior interpersonal skills, capable of resolving multiple and complex cross-functional issues and motivating staff to peak performance.

Proven areas of expertise include:

Strategic Planning

Organizational Leadership

Budgeting & Cost Management

Cash Management & Collections

Business Development

Profitability & Cost Analysis

System & Technology Utilization

Mergers & Joint Ventures

PROFESSIONAL EXPERIENCE

Illinois Central School Bus, Joliet, IL 2009 - 2014

Regional Finance Controller/Director of Budgeting

Responsible for total operations of the Finance and Accounting Department, including:

Prepare, analyze, and present monthly financial company statements.

Prepare Budgets and Forecasts for the each facility and district.

Review and approve monthly school invoicing, perform various close accruals and validate general ledger accounts prior to month end close.

Interpret school contracts and ensure Contract managers are adhering to contract terms.

Compile weekly performance indicators including revenue, labor and maintenance.

Review new contract bid documents for before submittal to the Board of Directors.

Conduct location audits on labor and revenue reporting.

Work with managers to develop labor and mileage standards.

Responsible for monitoring and approving full time staff positions.

Continuously championing to streamline financial reporting.

Manage total company cash flow.

Involved in selecting and implementing a new software system – from Quick Books to Great Plains.

Involved in implementing new policies and procedures which was a necessity as the company grew from 1,500 to 3,300 vehicles.

Tax Analyst/Consultant, - LaSalle Bank, Chicago, IL 2000 – 2008

Consultant

Prepare monthly, quarterly, and annual provision calculations which include: current year provision with supporting details, rate reconciliations, reserve calculation, annual tax return true-up, deferred inventory reconciliations, monthly interest accrual on taxes, and annual footnote disclosure.

Prepare monthly tax liability rollfoward of the tax accounts.

Coordinate and prepare quarterly intercompany federal and state income tax settlements.

Assisted with special projects related to tax accounting: reserve analysis by company, gathering information for outside auditors.

Assist with the transition of LaSalle Bank Corporation to Bank of America ("BAC"), responsibilities include preparing purchase accounting journal entries, prepared monthly tax liability rollforward and transferred them to BAC, and boxed and documented all the files to closedown the office.

Responsible for the preparation of financial statements and tax returns for individual, corporations,

S-corporations, general partnerships, and estates & trusts.

Sesmark Food Inc., Rockford, IL 1998 - 1999

Director of Administration

Responsible for total operations of the following departments:

Procurement

Accounting and Finance

Management Information Systems

Human Resources

Appleton Electric Company, Chicago, IL 1981 - 1998

Emerson Electric subsidiary with sales of $200 million, 1500 employees in 12 locations

Actively involved in gathering and analyzing data, which was used to decide the feasibility of a joint venture and due to my analysis the company entered into the joint venture.

Created and implemented a new methodology to capture and measure sales price movements by product line with a more accurate measurement of sales price, which led to improve company profitability.

Installed a reporting system to document scrap transactions, labor costs and actual shipping charges which reduced adjustments from $1million to $3,000/year, improved inventory accuracy.

Reworked accounting reporting systems for two newly acquired subsidiaries with sales volumes of $27 million to bring in line with existing corporate reporting processes and to speed the controlling company’s reporting system resulting in saving approximately one full day of labor each reporting period and speeding the reporting process.

Set up procedures to insure that both Mexican governmental and U.S. GAAP requirements were met by a newly formed subsidiary in Mexico which improved the accuracy and timeliness of financial information to Corporate parent and Mexican government.

Reviewed a marginally performing $12 million subsidiary to improve its profitability. Replaced Controller, established budgetary controls, trained staff in expense control strategies, revised account structure and reassessed value of inventory. Revised pricing in light of more accurate cost data and profit margins improved from 3% to 10%.

Controller

Director of Finance

Manager-Financial Analysis, Budgeting and Cost Accounting

Supervisor-Financial Analysis and Budgeting

Financial Analyst

Cost Accountant

EDUCATION

Masters in Business Administration (Marketing Emphasis) 1988

DePaul University, Chicago, IL

Bachelor of Science in Finance 1979

Northern Illinois University, DeKalb, IL

Skills

Strong system knowledge of Great Plains, Quick Books, Microsoft Office, Computer Associates General Ledger, Hyperion, Essbase, LaCerte

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