John P. Kotas
Rochester Hills,Mi.
Summary
A seasoned senior financial services professional with more than 20 years of expertise in restructuring and crisis management. Served as Chief Finance Officer for Conway MacKenzie, Inc. delivering strategic alternatives and analysis to Senior Management and the Board of Directors, which culminated in the successful sale of the company to a portfolio entity owned by a prominent private equity firm.
Overview
27
27
years of professional experience
Work History
Semi-Retired, Sole Member
JPK Advisory LLC
07.2020 - Current
- Retired from Conway MacKenzie in conjunction with the sale to Riveron Consulting LLC. Continued to provide financial analysis and advice on a contract basis post-sale in accounting related matters, operational / KPI reporting and various transition and integration matters related to Riveron’s acquisition of Conway MacKenzie, Inc.
- Strategic and Financial activities related to Conway MacKenzie NewCo, Inc., the surviving entity owned by former shareholders of Conway MacKenzie, Inc.
Chief Financial Officer, Managing Director and Shareholder
Conway MacKenzie, Inc.
01.2016 - 06.2020
- Strategic role in developing strategy to raise capital and ultimate sale of Firm in December 2019.
- Working closely with IB firm in developing confidential memorandum
- Participating in management presentations
- Collaborating with attorneys on closing documents
- Collecting and reconciling all outstanding escrow items, and
- Assisting in integration matters prior to retirement.
- Work directly with the CEO, Office and Service Line leaders as the center of competence and excellence on discipline and measurement of firm, office and individual performance.
- Report to the Board of Directors and Shareholders monthly relative to firm performance and provide guidance looking forward.
- Improved transparency to shareholders, implementing weekly and monthly reporting packages focused on key metrics, performance and trends.
Managing Director and Shareholder
Conway MacKenzie, Inc.
01.2007 - 12.2015
- Became a Shareholder in 2009 and in 2011, initiated a committee that reported independently to fellow shareholders on an annual basis regarding financial performance at the Firm.
- Effectively planned, managed and executed restructuring engagements representing both debtor and creditor side transactions in various industries including automotive, aerospace, manufacturing, transportation in and out of court situations.
- Provided various buy side due diligence and profitability assessments.
- Negotiated various customer accommodation and forbearance agreements.
- Managed other professionals to deliver results.
Senior Associate and Director Positions
Conway MacKenzie, Inc.
01.1999 - 12.2006
- I began career as a full-time employee at Conway MacKenzie in January 1999 as a Senior Associate with primary responsibilities for financial modeling and development of schedules to support senior level professionals.
- Promoted in December 2004 to Director level position, continuing to model and expand responsibilities to include oversight of others work product, identification of issues and assisting with the development of strategic plans.
Other Roles Prior to Conway MacKenzie
Conway MacKenzie
- From January 1998 through December 1998, various financial modeling and assessment roles performed as an independent contractor directly for Conway MacKenzie, Inc
- From October 1987 through December 1997, performed duties as Vice President of Finance for Wm. Christensen Co., Inc., a $5.0 million manufacturer of test equipment supplying to the automotive industry.
- From June 1973 through September 1987 various roles performed in operations and lending at Bank of the Commonwealth, Michigan National Bank, City National Bank and Mt. Clemens Bank. Major roles included Assistant Credit Manager and Commercial Lending positions.
Education
B.S. Degree - Accounting
Detroit College of Business / Davenport University
Dearborn, Michigan06.1977
Skills
- Effective leadership and communication skills
- Cash Flow management
- Budget preparation and variance reporting
- Engagement management and client interaction
- Strategic thinking
- Managing talent and delivering results
Timeline
Semi-Retired, Sole Member
JPK Advisory LLC
07.2020 - Current
Chief Financial Officer, Managing Director and Shareholder
Conway MacKenzie, Inc.
01.2016 - 06.2020
Managing Director and Shareholder
Conway MacKenzie, Inc.
01.2007 - 12.2015
Senior Associate and Director Positions
Conway MacKenzie, Inc.
01.1999 - 12.2006
Other Roles Prior to Conway MacKenzie
Conway MacKenzie
B.S. Degree - Accounting
Detroit College of Business / Davenport University
Personal Interests
Family oriented, dedicated father and grandfather, travel, racquet sports and golf.