Jeffrey M. Kessler
Kearney,MO
Summary
Dynamic finance leader with a proven track record, adept in leveraging extensive skills in financial reporting and analysis, and internal controls implementation to drive profitability and efficiency. Excelled in enhancing revenue forecasting and stakeholder communication, showcasing a blend of strategic acumen and managerial excellence.
Overview
20
20
years of professional experience
Work History
Director of Finance
Bostwick Design Partnership
Cleveland, OH
07.2023 - Current
- Integral part of firm's executive team.
- Collaborated with leadership team bi-weekly to resolve operational issues.
- Functioned as the central coordinator between the firm and its banking, accounting, and payroll partners.
- Assisted in overseeing effective 401k plan administration.
- Managed three-member team effectively.
- Managed monthly invoicing preparation.
- Led coordination of routine billing reviews involving Partner and Project Manager engagement.
- Processed client payments using check scanner.
- Performed monthly bank reconciliations.
- Entered journal entries accurately based on transactions.
- Managed overall cash flow for the organization.
- Executed preparation of AP checks and managed wires for vendor and consultant payments.
- Handled wire preparations and obtained Partner's approval under firm’s internal controls.
- Complete posting of month-end journal entries.
- Produced accurate financial statements on a monthly basis.
- Frequently revise and enhance revenue estimates.
- Oversaw preparation and upkeep of yearly financial plan.
- Collaborated with external CPA firm to perform annual review.
- Reviewed and renewed company's professional and general liability policies in partnership with insurance broker.
- Determined yearly salary adjustments and performance-based bonuses through partner collaboration.
- Completed various supplementary tasks on demand.
Controller
Bostwick Design Partnership
Cleveland, OH
05.2021 - 06.2023
- Led finance department following the departure of CFO.
- Executed all responsibilities apart from the current leadership role and direct reports.
Assistant Controller
Ozanne Construction Company
Cleveland, OH
02.2020 - 05.2021
- Processed monthly invoices with accuracy.
- Ensured compliance by updating prevailing wage information in LCP Tracker as required.
- Performed monthly bank reconciliations.
- Handled the preparation and posting of monthly closing entries.
- Matched purchase orders in accounting and project management software.
- Oversee timely submission of quarterly CAT tax reports.
- Engaged in project-related monthly draw discussions when necessary.
- Developed detailed reports to compare project expenditures with contract terms.
- Developed quarterly cash flow projections from active project workloads.
- Contributed to the completion of yearend audits.
Senior Project Accountant
Vocon Design, Inc
Cleveland, OH
03.2015 - 02.2020
- Executed the review and preparation of monthly invoicing for multiple Project Managers.
- Collaborated with Project Managers to monitor project progress.
- Generated monthly progress invoices based on project completion.
- Generated reports upon request to convey project status and cash flow.
- Coordinate monthly efforts with local team to address and rectify all client billing and AR concerns.
- Engaged with management to streamline operational workflows during periods of substantial growth.
- Managed cash receipt entries when AR coordinator was unavailable.
- Ensure timely issuance of invoices and collection of payments through direct client collaboration.
- Collaborated with HR on addressing departmental problems as needed.
- Spearheaded new travel program implementation in 2015 after just three months at the firm.
- Managed coordination of the HSA program with Key Bank and employees.
Staff Accountant
CTPartners Executive Search, Inc
Woodmere, OH
10.2014 - 03.2015
- Handled financial records for UK operations.
- Generate accurate journal entries for activities excluded from Accounts Receivable and Accounts Payable processes.
- Reviewed and approved AP batches prior to ledger posting.
- Handled the maintenance of fixed assets through FAS, achieving accurate general ledger reconciliation.
- Coordinated intercompany postings and reconciliations.
- Consolidated financial activity to the US ledger for comprehensive statement updates.
- Complete monthly bank reconciliations.
- Drafted quarterly cash flow statements.
- Produce accurate VAT returns on a quarterly basis.
- Oversaw annual local statutory audit procedures.
- Contributed strategically to the comprehensive auditing process on a quarterly and annual basis.
- Conducted detailed analysis on selected high-volume accounts to identify variances.
Revenue Accounting Supervisor
CTPartners Executive Search, Inc
Woodmere, OH
07.2005 - 09.2014
- Supervised direct report staff to assist the firm in resolving all billing and collection concerns.
- Managed global invoicing and collections for a top retained executive search firm.
- Oversaw cash receipts for parent company along with all foreign subsidiaries.
- Processed multi-currency payments within the system.
- Performed reconciliations between bank statements and internal financial reports each month.
- Compiled insights from Sales team members to generate the monthly revenue projection.
- Conducted month-end closing tasks for revenue cycle.
- Provided crucial updates to top executives.
- Ensured firm-wide compliance through travel and support in various offices.
- Collaborated with the IT team to manage and test revenue-related systems.
Education
Bachelor of Business Administration -
Cleveland State University
01.2012
General Coursework -
Cuyahoga Community College
01.2004
High School -
North Ridgeville High School
01.1996
Skills
- Revenue Cycle
- International Revenue/Cash Application
- Tax Rules (International and Domestic)
- Revenue Forecasting
- Cash Management
- General Ledger Reconciliation
- Month-End Closing
- Accounts Receivable
- Managing
- Customer Service
- Financial Reporting
- System Testing and Implementation
- Multi-Currency Transactions
- Consolidation
- Bank Recs
- Microsoft Excel
- Web Based Applications
- Client Based Third Party PO/Invoicing Systems
- Microsoft Dynamics
- Clearview (Infocus)
- Concur Travel & Expense
- Foundations Software
- Procore
- LCP Tracker
- CAT Tax Filing
- AIA Pay Applications
- Deltek Applications
- Internal controls
- Revenue recognition
- GAAP compliance
- General ledger accounting
- General ledger entry
- Profitability analysis
- Financial reporting and analysis
- Financial statement preparation
- Reporting
- Account reconciliation
- Business process improvement
- Financial systems implementation
- Internal controls implementation
- Stakeholder communication
- Account analysis
- Budget planning
Areasofknowledgeandability
- Revenue Cycle
- International Revenue/Cash Application
- Tax Rules (International and Domestic)
- Revenue Forecasting
- Cash Management
- General Ledger Reconciliation
- Month-End Closing
- Accounts Receivable
- Managing
- Customer Service
- Financial Reporting
- System Testing and Implementation
- Multi-Currency Transactions
- Consolidation
- Bank Recs
- Microsoft Excel
- Web Based Applications
- Client Based Third Party PO/Invoicing Systems
- Microsoft Dynamics
- Clearview (Infocus)
- Concur Travel & Expense
- Foundations Software
- Procore
- LCP Tracker
- CAT Tax Filing
- AIA Pay Applications
- Deltek Applications
Timeline
Director of Finance
Bostwick Design Partnership
07.2023 - Current
Controller
Bostwick Design Partnership
05.2021 - 06.2023
Assistant Controller
Ozanne Construction Company
02.2020 - 05.2021
Senior Project Accountant
Vocon Design, Inc
03.2015 - 02.2020
Staff Accountant
CTPartners Executive Search, Inc
10.2014 - 03.2015
Revenue Accounting Supervisor
CTPartners Executive Search, Inc
07.2005 - 09.2014
Bachelor of Business Administration -
Cleveland State University
General Coursework -
Cuyahoga Community College
High School -
North Ridgeville High School
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