MATTHEW J. BOCZAR

• Worked directly with Director of Finance and COO
• Lead a team of accounting professionals and interact with staff and leadership across the firm
• Ensure that all financial closes and related functions are completed in a timely and accurate manner
• Reduced close and developed timeline and tasklist to align with company deliverable expectations
• Primary interface with the firm’s external auditors and responsible for meeting all deliverables for a timely completion of all audits
• Manages a team of accounting professionals, including recruiting, developing, and retaining as necessary
• Manage and lead a team of accounting professionals, providing guidance, mentoring, and fostering a collaborative work environment
• Oversee the month-end and year-end closing processes, ensuring accurate and timely financial reporting
• Maintain and enhance internal controls to safeguard company assets and ensure compliance with relevant regulations
• Collaborate with cross-functional teams to provide financial insights that drive informed decision-making across the organization
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
• Manage the preparation of regulatory and statutory financial reports, ensuring compliance with applicable laws and regulations
• Analyze financial data and provide recommendations for process improvements and cost-saving opportunities
• Lead the annual audit process and liaise with external auditors to ensure a smooth and successful audit
• Stay up-to-date with accounting standards and industry best practices, implementing changes as necessary
• Drive process automation and system enhancements to streamline accounting operations.
• Maintains financial records and reports, perform account reconciliations, assist with budget and close processes, conduct internal audits, and maintain accounts payable documentation
• Oversee the day-to-day accounting operations, including accounts receivable, accounts payable, general ledger, payroll, and financial reporting
• Review and approve monthly bank reconciliations
• Prepare and data input journal entries, analyses, and account reconciliations
• Balance sheet reconciliations
• Assist with the implementation of fixed asset modules and reconciliations
• Assist with the implementation of the monthly inventory audit and reconciliation
• Will assist with the conversion, implementation, and transition of the accounting system
• Develop SOPs as new processes are developed and implemented
• Review and maintain financial reports, records, and general ledger accounts
• Respond and manage information requests, reviewing financial statements and assisting with audits
• Provide guidance and mentorship to the accounting team
• Will participate in the coaching, hiring, and overall management of the administrative-accounting team
• Meet all processing and reporting deadlines outlined
• Ensure compliance with GAAP
• Other responsibilities as assigned when transitioning new hires.

• Assisted with new Cisco division created from acquisition of Luxtera and other companies
• Lead accounting team through Cisco Systems acquisition of Luxtera
• Restructured accounting to adapt to Cisco fiscal year
• Aligned accounting with Cisco’s policies and procedures, and systems
• Maintained continuity with both Cisco and Luxtera during transition.

Helped achieve an acquisition.

• Developed and implemented month end close task list, which includes responsibilities, deadlines and a performance dashboard to drive an efficient month end close
• Manage the revenue process, including revenue recognition in accordance with U.S
• GAAP, royalties, invoicing, and accounts receivable management
• Created a standard balance sheet reconciliation and journal entry template to ensure internal controls are robust and well documented
• Complete monthly balance sheet reconciliations, including cash, prepaid assets, other liabilities, debt and equity
• Partner with FP&A to coordinate the monthly trend review to ensure all expenses are captured in the appropriate period and to assist with the budgeting process
• Complete the monthly accounting reporting package, which includes quarterly and monthly fluctuation analyses, revenue, accounts receivable and accounts payable reporting, and other critical reports to assist management in overseeing the company’s operations
• Developed and implemented a monthly sale and use tax calculation worksheet to ensure compliance with sales and use tax regulations
• Oversee the daily cash balances, including working capital line draws and monthly loan covenant package
• Key team member in the NetSuite ERP implementation and the MRP implementation
• Tasks included assisting with the chart of accounts, transaction flows and cutover
• Key team member in facilitating the annual financial statement audit, including the preparation of audit schedules as well as driving weekly status meetings to ensure audit timelines are met.

• Inc
• Is the world leader in silicon photonics and supplier of optical transceiver devices for deployment in large scale data centers and mobile infrastructure
• Luxtera was acquired by the global IT business Cisco in
• Cisco develops, manufactures and sells networking hardware, telecommunications equipment and other high-technology services and products.

• Met with clients daily, weekly, or monthly to provide all phases of accounting from transactional to analytical
• Met and communicated with all levels of business organizations
• Worked within different industries/businesses to include: Residential & Commercial Development, National Retail, General Contracting, and Marketing Services
• Prepared monthly financial statements - Balance Sheet, Income Statement, Profit & Loss, Budget vs
• Actual, Financial analysis, and Work in Process reporting
• Coded Costs associated with expenditures to accurately track COGS related to projects/ jobs
• Processed complex Journal Entries – created, adjusted and entered journal entries into clients/internal accounting software
• Reviewed, coded, and reconciled bank and credit card statements
• Reviewed and processed weekly payroll, customer receipts, and deposits
• Created procedures and monthly checklists
• Processed annual1099s, 1096s, W-2s, & W-3s
• Worked with client’s CPA’s to complete annual tax organizers, provided accounting support, and assist in annual review.

• Provided monthly variance analysis in comparison to budget, forecast, and prior year results
• Ensured compliance with internal and external accounting controls
• Provided analytics used for annual and quarterly financial reporting
• Actively participated in month-end, quarter-end, and year-end financial review meetings
• Performed account analysis, to include review, validation and correction of account balances, identifying line item account transactions, and prioritization of those that need action
• Conducted financial research using internal and external systems, tools, and resources
• Created transparency in more complex accounts
• Identified material operational processing inaccuracy to correct revenue generating applications
• Annually reviewed and documented policy and procedures
• Created detailed metrics / models for presentations to explain account drivers
• Improved multiple reconciliations by clearly identifying the source of the data and how items are cleared
• Responsible for calculating firms allowance for doubtful accounts impacting core G&A
• Analyzed and processed monthly journal entries’ impacting firm’s advisory and commissionable revenue
• Eliminated multiple SOX controls associated with reconciliations and journal entries
• Resolved audit deficiencies
• Provided quarterly and year-end audit schedules and documentation for internal audits, external audits, SOX audits, and FINRA exams.

• Reconciled balance sheet accounts for corporate and several other entities
• Lead role in upgrading Oracle and internal commissions system by testing, mapping, and verification
• Facilitated wire transfers for the firm’s advisor deferred compensation program
• Closed company’s books monthly, quarterly, and at year-end for corporate holdings and subsidiaries
• Responsible for properly interfacing subsystems correctly, accurately, and tin a timely manner into the General Ledger
• Improved reporting and visibility.

• Provided monthly intercompany revenue, expense, accounts receivable, and account payable reports for all domestic and international UPS entities and their sub-divisions for corporate assessment
• Served as a member of a worldwide team that implemented the initial phase of a new web-based company accounting software
• Coordinated reporting activities with the corporate office, districts, and countries
• Established and distributed daily, monthly, and quarterly exchange rates for operations
• Developed, outlined, and presented new processes and financial activity to colleagues and upper level management
• Engaged in financial modeling activities utilizing statistical data, spreadsheets, queries, and pivot tables
• Established forced settlements between intercompany business units to close aging AR
• Worked on internal audit teams and assisted external auditors during audit periods.

• Oversaw international accounting in the Philippines, Sri Lanka, and Japan
• Worked with both foreign currencies and US dollar
• Communicated and worked effectively with international and domestic representatives
• Approved and processed transactions in Oracle to post to company’s general ledger
• Closed company’s books monthly, quarterly, and at year-end
• Developed, implemented, and trained employees on several macros that simplified account postings and account reconciliations, which dramatically reduced time and margin of error
• Provided instruction and guidance to lesser-experienced employees.