First Last
150 S Wacker Dr, Ste 2050, Chicago, IL 60606 • info@marcofinancial.com • 312-546-9800
SUMMARY
 Accountant with 16 years of relevant experience including treasury management, SOX, general ledger and month-end
close, cost accounting, budgeting and forecasting, billing, accounts payable, payroll, fixed assets and depreciation,
account and bank reconciliations, financial reporting, inventory management and analysis, as well as credit and
collections
 Experience in construction logistics, manufacturing, consumer goods, as well as retail industries
 Over seven years of supervisory experience
 Participated in start-up company, including set up of all accounting-related functions as well as systems testing and
implementation
PROFESSIONAL EXPERIENCE
ABC Company, Chicago, IL
11/2009–10/2013
Controller
 Managed and directed seven employees in all functions of accounting
 Worked with owner and other senior managers on strategic business planning
 Oversaw the transactional systems of the company, including billing, accounts payable, payroll, credit, inventory, fixed
assets, and general accounting
 Utilized LEAN Manufacturing tools to measure and track employee performance and progress
 Worked with operations to determine accurate standard costs, including labor and overhead, for all inventoried items
 Assured compliance with company policies, including risk management
 Responsible for all banking and treasury functions including asset-based lending requirements
 Responsible for all financial reporting, projections, budgets and audit requirements
DEF Company, Chicago, IL
5/2007-11/2009
Accounting Manager
 Oversaw all transactional systems of the company, including billing, accounts payable, payroll, credit, fixed assets, and
general accounting
 Assured compliance with company policies, risk management, as well as SOX requirements
 Participated in LEAN Manufacturing programs to track company and staff performance
 Responsible for all financial reporting, projections and budgets
 Responsible for various logistics-related analytical projects including capital replacements and improvement projects
GHI Company, Chicago, IL
10/2005–05/2007
Senior Financial Analyst & Property and Billing Supervisor
 Participated in the start-up project of ABC Company, LLC; included set-up, testing, and implementation of systems as
well as all accounting-related functions
 Supervised and directed the billing department consisting of assistant billing supervisor and two billing clerks
 Supervised and directed the property accountant
 Leader of LEAN Revenue Cycle teams through two phases
 Responsible for review and analysis of specific plant margin results
 Analyzed and composed financial sections of monthly President’s Letter
 Reviewed and analyzed periodic flyover inventory adjustments for all locations; included verifying the accuracy of
general ledger
 Coordinated and ensured compliance with all SOX controls and documentation
 Responsible for various tax returns, 10-K schedules, as well as other various ad hoc analyses and schedules
JKL Company, Inc., Chicago, IL
Senior Budget Accountant
 Compiled and prepared annual budget reporting packages for local and corporate management
 Calculated annual fringe rates for all locations
 Developed and maintained all departmental budget templates and models
6/1999-10/2005
12/2003-10/2005






Organized and calculated department allocations for business units
Balanced all budget data to ensure accuracy of general ledger as well as local and corporate Hyperion databases
Monitored and reconciled accrued and deferred freight and storage
Prepared monthly purchase price variance reports
Completed journal entries, account analyses, and bank reconciliations
Audited accounts payable checks and prepared year-end audit schedules
Senior Accountant
 Maintained local and corporate Hyperion databases
 Prepared monthly financial statements and supporting schedules
 Completed quarterly consolidated reporting package for corporate office
 Reconciled and presented daily sales and gross margin reports to management
 Maintained general ledger chart of accounts and user-defined reports
 Organized, collected, and reconciled all inter-company receivables
 Completed journal entries, account and variance analyses, and bank reconciliations
 Audited accounts payable checks and prepared year-end audit schedules
Staff Accountant
 Maintained Fixed Asset system (FAS) and depreciation
 Organized, collected, and reconciled all inter-company receivables
 Completed Sales and Use Tax returns as well as other various schedules
 Prepared journal entries, account analyses, and bank reconciliations
 Compiled budget and audit information in a timely manner
ULTA 3 Cosmetics & Salon, Romeoville, IL
Staff Accountant
 Maintained Fixed Asset system (FAS) and depreciation
 Completed journal entries, account and bank reconciliations, and monthly sales tax forms
 Prepared monthly and quarterly financial statements
 Researched and compiled audit information
Accounts Payable Associate
 Matched receipts and invoices for a group of vendors
 Processed checks adhering to due dates and discounts
 Researched all vendor calls and charge-backs
ADDITIONAL EXPERIENCE
Naper Boulevard Library, Naperville, IL
EDUCATION
Master of Business Administration in Finance, 2003 DePaul University, Chicago, IL
Bachelor of Business in Accountancy, 1996 Western Illinois University, Macomb, IL
SKILLS
Proficient in MAS500, Hyperion, ADB, SDB, McLeod, PeopleSoft, AS400, FAS, MS Office
9/2001 – 12/2003
6/1999 – 9/2001
5/1997 – 6/1999
4/1998 – 06/1999
5/1997–4/1998
5/1996-5/1997