Adam Bulatewicz

West Hollywood, CA ***** 631-***-**** adjv1c@r.postjobfree.com

Strategic Finance and Operations Director

Detail oriented, analytical, and ambitious Director of Operations with an extensive financial background. Strong ability to leverage CPA knowledge and hands-on experience in quantitative and statistical analysis, budgeting, accounting, and forecasting. Experienced in facilitating operations across various functions: IT, HR, Legal, and Facilities. Strong communication skills and bilingual in Polish and Spanish.

Operations Management Advanced Financial Accounting Financial Statement Preparation

Budgetary Analysis IFRS Compliance Risk Quantitative Analysis

Key Accomplishments

Implement policies and procedures for accounts receivable to offer financial visibility for decision making; such as, invoice payments and vendor payment processes to accurately forecast budget

Perform financial audits to ensure alignment/cash flow through balance sheets verification; audit seven years of finances

Manage resource management processes: create template to demonstrate/monitor monthly staff efficiencies to quantify performance and identify opportunities to maximize that performance based on current budgets

Create financial model, projections, and forecasts in order to determine financial feasibility of projects and budget

Technical Skills

Advanced Microsoft Excel Advanced Microsoft Word Access Macromedia Freehand HTML

Lennox Lotus Notes Peachtree QuickBooks Donovan Digital System Concur

Professional Experience

The Projects* West Hollywood, CA 4/2018 – Present

Finance & Operations Director

Manage/oversee financial and operational processes of three global offices; including, budgeting, analyzing, and providing recommendations based on finances

Create template to demonstrate/monitor monthly staff efficiencies to quantify performance and identify opportunities to maximize that performance based on current budgets

Provide strategic solutions and recommendations to partners in order to achieve key targets ensuring profit margins of 35% on production events and 70% on consultancy projects

Lead and manage all vendor and client contractual negotiations, ranging from $100K to $1M; review legal contracts to identify favorable terms for all parties

Implement AP procedures, restructure AR processes, and process cash flow forecasting on a monthly, quarterly, and yearly basis

Facilitate transition from cash basis to accrual accounting to simplify planning process, maximize department efficiencies, and conduct tax year preparations and recommendations

Successfully secured over $750,000 in PPP funding.

Zambezi, LLC Los Angeles, CA 7/2016 – 4/2018

Finance & Accounting Manager

Investigated balance sheet discrepancies, and implemented procedures to minimize out of sync accounts and conduct account audits

Monitored and reported agency-wide travel expenses and implemented expense tracking software, Concur

Performed and implemented a process to monitor assets, and designed asset capitalization schedule

Reported on client profitability analysis in terms of value and financial impact monthly

Monitored and prepared journal entries, closed monthly, and investigated outstanding accounts receivable

Implemented procedures to track production profits and daily cash flow projection analysis

Calculated and monitored all depreciation and amortization accounts, and calculated end-of-year tax package preparation

Prepared financial reports and produced financial forecasting for monthly, quarterly, and yearly budgets, as well as, variance analysis, YoY analysis, B/S analysis and ratios, and projection analysis

Created and presented to executives’ reports; including, actuals, budget tracking and recommendations, and budget guidelines

Omnicom Media Group: OMG New York, NY 11/2010 – 7/2016

Budget Project Manager (1/2015 – 7/2016)

Facilitated transition of the Nissan Regional business from external agency to OMD; contributed to transitioning the Infiniti business within three months

Oversaw budgets of up to $800M, as well as created and distributed worksheets to monitor actual expenditures compared to budget which streamlined budget and workflow between stakeholders

Created and implemented a unified system to encompass multiple organizational goals for effective project transition and data requisition

Established guidelines and procedures, used exclusively by upper management within subsidiary, to coordinate billing and manage budgets; managed budget contracts between “talent” and OMD

Trained new Budget Managers and accounting staff; including, organizing and executing programs to streamline transition

Generated process to minimize past due accounts on Accounts Receivable; therefore minimizing bad debt expenses

Researched and compiled financial data for financial projections

Senior Financial System Analyst (11/2010 – 12/2014)

Prepared and designed custom reports for finance team and senior executive management

Prepared and finalized 1099’s for participating vendors; procured and transmitted 1099 tax statements, complying with IRS standards

Reconciled accounts receivable and bad debt, and ensured required accounts are updated on a monthly, quarterly, and annual basis

Resolved vendor issues and regulatory inquiries along with legal department and third-party firms

Monitored buyer buy practices to ensure compliance with industry rules and regulations, and reported/escalated issues to Chief Financial Officer

Supported implementation of subsidiaries and Donovan Digital System division

ITAC: Industrial & Technology Assistance Corp. New York, NY 6/2009 – 11/2010

Technology Program Coordinator/Project Manager

Researched available/applicable NYC grants and identified technology transfer and commercialization opportunities; accumulate $2 million in gross revenue for New York City based startup

Analyzed financials and supported procurement of three-year financial projections

Lead and maintained Department of Defense and Technology Outreach Program (SATOP); pairing NASA scientists with NYC based startup companies

Education

New York University Master of Science, Management of Technology

The City University of New York Bachelor of Science in Accounting

Professional Memberships/Affiliations

CPA Candidate

Institute of Management Accounting – Member

PMI – Project Management Institute – Member Financial Analyst Course 2016

Financial Modeling – DCF Valuation 2016

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