Brian Kowalski M.S.F

Portland, Oregon 503-***-****

http://www.linkedin.com/in/brian-kowalski-259662 adc0mf@r.postjobfree.com

Chief Finance Officer

Strategic Financial Planning Financial Management Profit Optimization

Versatile professional with broad expertise in all facets of consulting, accounting, financial management, budgeting, strategic analysis, and reporting. Skilled in leveraging technology to streamline financial processes and introduce improvements that enhance productivity. Patient and disciplined with a solid capacity to educate clients and collaborate with all members of the organization to achieve business and financial objectives. Talent for transforming operational systems, isolating inefficiencies and developing solutions that restore revenue growth. Lead financial/operational transitions with confidence and deliver knowledge across multiple sectors. Technical proficiency in MS Office, C++, …

Financial Research

Financial Statement Analysis

Venture Capital

Risk Management

Accounting Software

Mergers and Acquisitions

Account Management

New Business Development

Portfolio Management

Market Analysis

Relationship Management

Process Improvements

PROFESSIONAL EXPERIENCE

RUN-RITE INDUSTRIES, Portland, OR 2018 – Present

CFO/COO

Partner with CEO to provide executive leadership and govern strategic and corporate finance functions. Oversee monthly budget, financial reporting, annual audit and tax reporting, and the development of quarterly statements for investors. Direct supplier, vendor plans and equipment leases, negotiating favorable long-term agreements. Manage benefits, HR, payroll activities, federal and state employment reporting requirements. Engineer company measurements including KPI’s, tracking, and analysis features within managerial dashboards. Lead market and competitive analysis for financial modeling and planning.

Successfully signed $1.5M worth of transportation contracts with fortune 500 companies.

Managed post-M&A integration/migration from four disparate warehouse ops and accounting software packages, to one company wide platform to lower costs and increase financial operations productivity.

Recovered 3% on fuel costs with aggressive vendor negotiations.

Saved the company 90K per year by implementing a new Financial Accounting Software Package that centralized operations.

FISHER INVESTMENTS, Camas, WA 2014 – 2018

Manager Corporate Financial Planning and Analysis 2016 – 2018

Led the corporate FP&A team that was also tasked with special project analysis and modeling. My team provided senior management with financial reporting and analysis to be used for strategic and tactical decision-making. Created the monthly financial package for senior management, including commenting on variances to plan, forecast and prior year, revised projections as appropriate. Led the preparation of annual budgets and revenue forecasts.

Investment Counselor 2014 – 2016

Presented customized, financial planning and education of financial markets to conduct comprehensive portfolio reviews and identify solutions for clients. Eased client apprehensions during market turbulence allowing them to achieve positive returns in their portfolio versus exiting for a loss. Established financial plans for clients approaching retirement, providing confidence and a methodical approach for their next phase of life. Experienced in forecasting, modeling, and analysis of historical data and facilitating genuine and effective dialogue towards account performance with unexpected life events.

Increased business and clientele by strategically requesting additions and referrals from current clients.

FiREapps, Portland, OR 2012 – 2014

Senior Risk Analyst

Supplied clients with actionable recommendations to mitigate their FX risk based on in-depth financial and business process analysis. Organized and verified accounting data residing in client’s ERP system, and tailored FiREapps SaaS product to distill and display only the client’s relevant FX exposure. Crafted go forward best practice processes and procedures for each individual client based on their organization’s mandates and guidelines for identifying and minimizing FX exposure. Provided sales contract analysis and review for assigned clients.

Executed ERP accounting data cleanup and designed hedging programs to meet individual company risk guidelines for FX, assimilating several fortune 100 clients onto the FiREapps SAAS platform.

Demonstrated clients clean FX Risk balance sheet data.

BEK CONSULTING, Portland, OR 2011 – 2018

Business Consultant

Semiconductor-based pre-revenue start up.

Aided CEO in fundraising activities for Series Seed equity investments, including financial and business plan preparation and investor meetings. Managed funding instruments (e.g., convertible note), cap tables, waterfall calculations, term sheets negotiations, etc. Created and maintained the company’s financial model based on new scientific research data, product development, and capital raises. Acted as a sounding board and trusted advisor for the CEO.

Agricultural packaging company

Performed corporate valuation on a company targeted for acquisition. Created a financial model and a business plan for the target company. Provided ad-hoc financial modeling for project ROI analysis.

Multi-state manufacturing company

Paired with CEO and outside accounting firm on yearly ESOP valuation. Created monthly, quarterly and yearly revenue and expense forecast models and projections. Helped CEO manage banking relationship, overseeing a $5M line of credit to uphold raw material inventory. This Line of Credit has strict covenants and because of its strategic importance to the company the CEO has me involved in the relationship. Analyzed production volume variances and provided guidance to the CEO on the magnitude of the impact to the bottom line.

THE REGENCE GROUP, Portland, OR 2011 – 2012

Strategic Finance-Senior Financial Analyst

Contributed to the creation and implementation of financial processes to monitor profitability and troubleshoot complicated portfolios. Provided senior management with business recommendations based on in-depth financial analysis and detailed financial modeling. Discovered operational inefficiencies and helped design a plan of action to address and eliminate them. Brainstormed with the CEO and business department directors to create effective and measurable KPI’s. Assisted with the preparation of the annual budget. Produced executive management presentations summarizing quarterly results and annual and long-range financial forecasts.

Collaborated with senior management to create the company’s first five-year growth plan and business model to be approved by the portfolio management team.

EDUCATION & CREDENTIALS

Master of Science in Finance, University of Portland, Portland, Oregon,

Bachelor of Science in Economics, University of Wisconsin-Madison, Madison, Wisconsin,

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