Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven J. Yansak Jr.

Chicago,IL

Summary

Experienced Corporate Controller with a proven track record of over 10 years in driving financial growth, managing risk, and enhancing internal controls. Adept at identifying opportunities to optimize accounting functions and improve overall performance. Excels in analyzing financial data to provide strategic insights and recommendations. Ready to leverage talent and expertise in a new role that offers room for professional growth and advancement.

Overview

18
18
years of professional experience

Work History

Corporate Controller

Unlock Health
03.2022 - Current
  • Lead and Developed the Accounting Department
  • Manage accounting staff and oversee all accounting functions
  • Accounts Payable
  • Client billing and client finance
  • Accounts Receivable
  • Month-end close
  • Intercompany allocations
  • Revenue Recognition
  • Shared Service Model
  • Cash Management and cash flow projections
  • Treasury Management
  • Process improvement
  • Streamline insertion orders for accurate client billing
  • Reconciliation improvement for accurate revenue recognition
  • Systems Implementation
  • Successfully implemented Netsuite and consolidated 8 entities into one
  • Partnered with the development team to develop software to handle media into Netsuite
  • Prepare monthly financials, KPI and metrics for Monthly Operating Review with private equity firm
  • Oversee payroll
  • Mergers and acquisitions
  • Forecast and budgeting
  • Financial analysis of expenses and cost reduction
  • Lead external audit with CPA firm

Controller

Pinnacle Advertising
07.2020 - 02.2022
  • Manage accounting staff and oversee all accounting functions
  • Cash Management across six entities
  • Implement new ERP software
  • Cleanup of financials for entities over 20 years
  • Provide all financial statements at month end (P&L, BS, cash flow statements, and financial desk)
  • Forecast and budgeting
  • Asset Management
  • Work with CPA and tax compliance
  • Process improvements
  • Honda Audit requirement projects
  • Mergers and acquisitions
  • Close financials monthly (previous was not done)
  • APA requirements and timely earnouts

Controller

DM Cantor/Cantor Law Group
08.2019 - 07.2020
  • Manage cash position at all times.
  • Reconcile all accounts for DM Cantor, Cantor Law Group, and 6 other entities
  • Provide weekly, monthly, and quarterly financials to partners
  • Provide all financial statements at month end (P&L, BS, cash flow statements, and several accounting reports)
  • Coordinate all payables and arrange payment to vendors on time
  • Implemented an HRIS system, setup, training, and processing payroll and 401K
  • Provide Cash Management and cash flow projections
  • Asset Management
  • Maintain accurate Daily A/R Client payments, posted and processed in various systems
  • Trust (IOLTA) account balance daily
  • Maintain accurate retention records
  • Work with external auditors
  • Cost analysis to find ways to save money but also help improve processes
  • Forecasting and budgeting
  • Improvement in the billing process for Cantor Law Group to take process from 5 days to 2 days
  • Various projects for the partners

Controller/Acting CFO

Mosaic451
03.2018 - 06.2019
  • Manage, train, and supervise the Accounting Staff
  • Cash Management
  • Reconcile all accounts for both Mosaic451 and subsidiary company Mosaic451 Federal Services
  • Primary contact with banking relationships and manages cash flow and working capital – line of credit. Provide monthly reports to ensure the company complies with the bank agreement.
  • Provide all financial statements at month end (P&L, BS, and cash flow statements)
  • Coordinate all payables and arrange payment to vendors on time
  • Manage all HR functions – including open enrollment, payroll, on and off-boarding of employees, 401K
  • Review billing information, invoices, and contracts to ensure Customers are invoiced in a timely and accurate manner.
  • Work with external auditors to provide yearly audited financials
  • Primary contact for company taxes and provide external tax accountants with all necessary information to complete yearly tax return
  • Cost analysis of all operations to help price new deals with customers
  • Work with teams to help price a new hire from a revenue standpoint
  • Work with external lawyers for litigation purposes and provide financial information for the case
  • Forecasting and budgeting for each department
  • Manage all expenses for employees, payments, and provide monthly analysis reports of spending by department
  • Work directly with the owners to help explain cash position, forecast, and financial opinion
  • Participate in all financial discussions to ensure we can afford certain agreements, obligations, new hire salaries
  • By improving processes and procedures, saved the company around 80K in the first year

Controller

Clareity Security
10.2016 - 01.2018
  • Manage, train and supervise the Accounting Staff
  • Serve as Accounting’s primary point of contact for all Vendor-related activities, including invoice coding and posting.
  • Serve as Accounting’s primary point of contact for all employees and independent contractors’ travel and other business expense processing.
  • Participate in all relevant conference calls or meetings related to Accounting activities.
  • Identify, tag, track depreciate and report Clareity’s fixed assets.
  • Coordinate monthly with Operations/Customer Service to gather all relevant information or data to timely and efficiently invoice Clareity Customers.
  • Participate in all relevant conference calls or meetings related to customer billing, customer concessions or discounts, and/or customer collections.
  • Review billing information, invoices, and contracts to ensure Customers are invoiced in a timely and accurate manner.
  • Manage customer’s accounts receivable balances and follow up on accounts that age beyond Clareity’s established policies.
  • Create, understand, maintain, and provide to Clareity Management when requested General Ledger data and information.
  • Maintain, make accessible, update, and secure relevant General Ledger records and files.
  • Accurately and timely produce Clareity’s monthly and year-end financial reports.
  • Maintain a rolling year revenue per user report
  • Working capital reports
  • Manage the accounting team
  • Work with external auditors, advisors or other consultants as it pertains to Clareity’s financial reports or accounting system or process.
  • Office management – supply ordering, managing team to assist with office duties
  • Manage rental properties – Offices and Company Condo
  • Manage leased vehicles

Controller

Clareity Security
02.2015 - 10.2016
  • Manage, train and supervise the Accounting Staff.
  • Serve as Accounting’s primary point of contact for all Vendor-related activities, including invoice coding and posting.
  • Serve as Accounting’s primary point of contact for all employees and independent contractors’ travel and other business expense processing.
  • Participate in any relevant conference calls or meetings related to accounting.
  • Review Vendor information, invoices, and contracts to ensure transactions are properly posted to the appropriate General Ledger account.
  • Identify, tag, track depreciate and report Clareity’s fixed assets.
  • Coordinate monthly with Operations/Customer Service to gather all relevant information or data to invoice Clareity customers promptly and efficiently.
  • Participate in all relevant conference calls or meetings related to customer billing, customer concessions or discounts, and/or customer collections.
  • Review billing information, invoices, and contracts to ensure Customers are invoiced in a timely and accurate manner.
  • Manage customer’s accounts receivable balances and follow up on accounts that age beyond Clareity’s established policies.
  • Create, understand, maintain, and provide to Clareity Management when requested Manage leased vehicles.

Settlement Analysis

Blackhawk Network
02.2014 - 02.2015
  • Responsible for settling transactions with Visa, MC, and internal systems, Bliss and Keystone
  • Reconcile reports to keep programs in balance daily (9 programs)
  • Reconcile and analysis data to make journal entries for moving money from one organization of the company to another
  • Provide biweekly, period close, and month end reports to the accounting department
  • Work on projects to create more efficient ways for everyday work. About 10 projects going on at one time within the business IT team
  • Responsible for maintaining strong audit controls (SOX)
  • Adjusting reloadable and gift card balances as needed to provide good customer service and prevent fraudulent activity.
  • Working with SQL to pull out data from databases to provide reports for reconciliation purposes and monthly report

Staff Accountant

Clareity Security
03.2013 - 02.2014
  • Analyze data and create monthly billing statements
  • Prepare end of the month statements
  • Balance Profit & Loss statement against expenses and revenue
  • Create charts and graphs for each month/yearly and analyze the company progress
  • Process AR/AP, and all payments from customers, deposits.
  • Reconciliation of accounts each month and each quarter end
  • Proficient in QuickBooks and Excel.
  • Review contracts as they come in from the sales team.
  • In charge of all fixed assets and the depreciation of each.
  • Create, understand, maintain, and provide to Clareity Management when requested Manage leased vehicles

Various Roles in Tax Preparation

01.2007 - 04.2012
  • Prepared clients' federal and state income taxes and electronically filed IRS forms.

Education

Master of Business Administration -

Grand Canyon University
Phoenix, AZ
10.2016

Bachelor of Science - Accounting, Psychology

University of Hartford
Hartford, CT
05.2011

Skills

  • Financial Management
  • Process Improvement
  • ERP Implementation
  • Cash Flow Management
  • Budgeting and Forecasting
  • Team Leadership
  • Financial Analysis
  • Tax Compliance
  • QuickBooks
  • Microsoft Office Suite
  • Salesforce
  • Oracle
  • Dynamics AX
  • Advantage
  • ESP
  • Workamajig
  • Netsuite
  • Workfront
  • Cash flow management
  • Internal controls
  • Intercompany transactions
  • Revenue recognition
  • General ledger management
  • Month-end and year-end closings

Timeline

Corporate Controller

Unlock Health
03.2022 - Current

Controller

Pinnacle Advertising
07.2020 - 02.2022

Controller

DM Cantor/Cantor Law Group
08.2019 - 07.2020

Controller/Acting CFO

Mosaic451
03.2018 - 06.2019

Controller

Clareity Security
10.2016 - 01.2018

Controller

Clareity Security
02.2015 - 10.2016

Settlement Analysis

Blackhawk Network
02.2014 - 02.2015

Staff Accountant

Clareity Security
03.2013 - 02.2014

Various Roles in Tax Preparation

01.2007 - 04.2012

Bachelor of Science - Accounting, Psychology

University of Hartford

Master of Business Administration -

Grand Canyon University

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Steven J. Yansak Jr.