Brian Ritzler

• Managed monthly financial closing processes to ensure accuracy and compliance with company policies.
• Prepared detailed account reconciliations, identifying discrepancies and implementing corrective measures.
• Analyzed financial statements for trends, providing insights to management for strategic decision-making.
• Collaborated with cross-functional teams to streamline budgeting processes and enhance reporting efficiency.
• Developed and maintained robust internal controls, reducing errors in financial reporting and enhancing reliability.
• Trained junior staff on accounting principles and software applications, fostering a knowledgeable team environment.
• Implemented process improvements that increased efficiency of accounts payable operations by optimizing workflows.
• Prepared monthly journal entries and reconciliations.
• Reconciled accounts and created documents for monthly closure procedures.
• Reconciled balance sheets and streamlined best practices for balance sheet processes.
• Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
• Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.

• 12+ Cash Reconciliations with multiple Business Units to including suspense account activity.

• Footnote Disclosures & Questioners regarding open item balances over thresholds

• Ad Hoc reporting to track outages between cash/pension suspense accounts

• Daily MJE’s to Align Accounting

• Maintain FCU Emil inbox

• Monitor Daily KAPS Reports for all booking

• 90 % of time spent investigating money movement in and out of cash accounts

• Systems – BI Publisher, FMS, BOSS, STAR, Oracle, ACE

• Created working papers for indirect tax department (52 states) and VAT/GST/HST’s that lead to reductions in time, greater reporting accuracy (Revenue & Use tax expenses), and greater work/life balances.
• Extensive Accounting Acumen with understanding of Large Data sets and Mining for meaningful KPI Data Sets.
• Identified issues in COG model that lead to abating future risk on rental taxes.
• Reduced time to file from 2.5 weeks to 5 days.
• Created reconciliations that allowed leadership to manage the tax process from Revenue creation, AP bookings, GL bookings, and liability builds to relief of liabilities for month end.
• Filed all registrations required for nexus and identified exemptions where possible given invoicing processes and revenue.
• Offered promotion to Senior Staff Accountant after 6 months of employment.
• Managed Daily Cash Entries and research.
• Dispersed/Created Agent Commissions Reports.
• Monthly AR recon, sending all letters for collections to 3rd party.
• Take calls for payment (Credit Card, ACH)
• Ad Hoc reporting to all levels of Management, KPI concentration.
• Daily Reporting of Cash Standing in the Operating Account. Monitor cash floats, and all impending cash withdraws.

• 200+ Sales & Use Tax filings per month – Reduced filing time by two weeks with advanced spreadsheets for calculating Sales and Use Taxes for Both Lines of Business

• Monthly Fixed Asset Roll Forward/ Yearly Filings by County for TPP • Heavy Ad Hoc reporting, KPI’s, Revenue, Expenses, and Adjusting Balance Sheet activities

• Monthly JE for Depreciation Expense and Accumulated Depreciation • Retire Assets and book Gain/Loss, Straight-line No salvage Amortization Schedules

• Daily uploads for all Account Receivable Payments to Costguard

• Daily tracking of Account Rec Invoices and payments

• Daily Collection calls for past due Receivable balances

• Subject matter expert for all software related inquiries with ADP and Sage software (MAS 90 & 100). Changed mapping between software’s’ to enhance reporting capability. Retrained all staff on software functionality.
• Managed AP department for 5 years which started with 5 employees and ended with 11 direct reports. Managed the Indirect Tax Department in conjunction with AP responsibility for 5 years. Trained new staff for AP and Management role.
• Created structure and documented process memo’s for AP and Tax department.
• Created Ad Hoc reports (crystal and access reports) to manage AP Accrual, Tax Accrual (TPP, Reality, & Use), and various reports for other departments assisting with KPI’s.
• Created New Commissions report to give greater exposure to Physicians on their commissions and ways to reduce Disc.’s and add head counts to better serve our customers.
• Successfully filed all VDA’s with legal counsel to abate future audit risk and penalties.
• Successfully moved our transaction-based model for Tax accounting to an automated process of uploads and downloads.
• Assisted with acquisitions (due diligence and integration) and De novo processes.
• Maintained all CAPEX recons and GL’s.
• Worked with purchasing on Procure-to-pay modeling to ensure CAPEX identification, expense allocation, and Use tax accruals.
• Eliminated the need for 3-way match and use of P.O’s.
• Paid at point of purchase maintaining De minimis status through invoicing reducing audit exposure and risk.
• Reduced Statement billings and paid on invoiced activities.
• Created EDI invoicing from top 10 vendors that eliminated invoices all together and allowed them to upload invoices directly to our procure-to-pay software ADP.
• Filed all business registrations for all taxes.
• Created reporting for P&L Roll forward.
• Created Reporting on Cash Recons and Balance Sheet Accounts.