Brian D. Karlovich
Stoughton,Wisconsin
Summary
Dynamic financial professional with an MBA and over 20 years of extensive accounting experience, complemented by robust business acumen. Expertise in developing and analyzing comprehensive financial reports and budgets, driving informed decision-making and strategic planning. Proven ability to collaborate effectively as a team player while interfacing seamlessly with professionals at all organizational levels. Committed to leveraging analytical skills and financial insights to enhance business performance and support organizational goals.
Overview
36
36
years of professional experience
Work History
Accountant
True Tax & Accounting, LLC
01.2021 - Current
- Process payroll for multiple corporations using QuickBooks
- Enter Accounts Payable documents using Bill.com
- Process Account Receivable deposits and enter Sales Receipts using QuickBooks
- Bank Reconciliations
- Prepare and enter General Ledger journal entries
Owner/Operator
BRDKAR, LLC d/b/a Pizza Pit Extreme
01.2011 - 01.2019
- Responsible for overall financial operations and operating performance
- Responsible for the hiring, training, and supervision of 20 employees
- Vendor management including supply and food ordering.
- Cash flow management of accounts receivable and accounts payable
- Customer satisfaction
- Increased sales from $378,000 in 2012 to over $600,000 in 2017
- Negotiated online ordering contracts from national organizations which increased both sales and visibility for Pizza Pit Extreme
- Expand delivery systems to include Middleton and parts of Verona.
- Create and maintain Microsoft Excel spreadsheets to collect and analyze operational data.
- Resolved customer concerns for both internet and phone ordering systems.
Accountant
Pizza Extreme (Corporate) and Affiliated Organizations
01.2004 - 01.2011
- Managed A/R, A/P, and payroll for six separate corporate entities
- Preparation of financial statements and budgets
- Monitor franchise sales to ensure the proper amounts of royalty and advertising payments are remitted.
- Development of pro-forma financial statements for potential new locations
- Submit bids and respond to Request for Proposals from the Madison Public Schools and other entities.
- Resolve customer concerns for corporate owned stores.
- Developed successful proposals for Madison Metropolitan School District to deliver lunch pizzas to Madison public schools. The value of contracts received was over $500,000.
- Negotiated loan which allowed for the expansion of commissary operations, which enabled Pizza Extreme to open additional franchises.
- Established processes for the easy tracking of franchise sales, royalties, advertising expenses, and payments received.
Finance Director
Independent Living, Inc.
01.1990 - 01.2004
- Analysis of potential new ventures and projects.
- Forecasting hours of services rendered for all departments.
- Prepare and monitor departmental and overall agency budgets.
- Manage cash and investments totaling $200,000.
- Preparation and review of monthly financial statements and monitoring reports.
- Supervision of accounting manager and reporting coordinator.
- Maintain and review agency business insurance including soliciting and evaluating new bids.
- Serve on the Board of Directors for several Subsidiary and related corporations.
- Facilitated Independent Living’s removal from the workers compensation pool to a plan with dividends. During the process we reduced the workers’ compensation experience modification factor by over 50%
- Assisted with the creation of Independent Health Care a licensed home health agency which is a subsidiary of Independent Living.
- Created model that allows for monthly monitoring and comparison of Medicare reimbursement with Medicare charges, per visit limitations, and per beneficiary limits.
- Analyzed the changes that occurred in the Medicare reimbursement system and positioned the agency to survive and grow.
- All cost reports submitted to Medicare were fully reimbursed.
- Developed methodology for calculation of variable costs involved in home care and housekeeping services. This enabled Independent Living to accurately set billing rates and project financial performance.
- Developed and implemented sick leave policy that reduced both attendance problems and sick leave costs.
- Assisted with the development of three housing projects owned and operated by Independent Living, Inc., which include a 42-unit HUD project, 69-unit life lease condominium project, and 103 units of mixed income housing which include a 16 bed CBRF (Community Based Residential Facility) and 16 units of RCAC (Residential Care Apartment Complex)
Education
Master of Business Administration - Finance
University of Wisconsin – Whitewater
Bachelor of Business Administration - Finance
University of Wisconsin – Whitewater
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Budget forecasting
- Microsoft Excel
- Account reconciliation
- Financial statements
- Financial reporting
- Payroll processing
- General ledger entries
- Data inputting
- Quickbooks
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteHybridTimeline
Accountant
True Tax & Accounting, LLC
01.2021 - Current
Owner/Operator
BRDKAR, LLC d/b/a Pizza Pit Extreme
01.2011 - 01.2019
Accountant
Pizza Extreme (Corporate) and Affiliated Organizations
01.2004 - 01.2011
Finance Director
Independent Living, Inc.
01.1990 - 01.2004
Bachelor of Business Administration - Finance
University of Wisconsin – Whitewater
Master of Business Administration - Finance
University of Wisconsin – Whitewater
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