Bruce Fogerty Cpa, Ctp Email and Phone Number
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Professional with broad experience in accounting, taxation, corporate treasury and business education.Specialties: Sales & use tax; fixed assets; treasury mgmt; credit and merchant card; cash forecasts, credit mgmt; cash apps; property tax compliance administration; planning, execution & documentation of inventories at multiple locations; fed & state year-end tax work; flowcharting & documentation; inventory reserve analysis; month end close; account reconciliations; system implementation (Taxware, Oracle fixed assets, Vertex); year-end audit; month-end close and reporting; budgets and variance analysis.
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ControllerThe Tassos Group, Llc. Oct 2024 - PresentAurora, Illinois, Us -
Accounting ManagerMiracapo Pizza Company Sep 2012 - Oct 2024Elk Grove Village, Illinois, Us -
Adjunct Accounting InstructorBenedictine University Aug 2007 - May 2013Lisle, Il, UsTaught introductory financial, management, intermediate, and cost accounting classes to undergraduate, adult, and graduate students.Benedictine University is a Catholic University located in Lisle, IL with a second campus located in Springfield, IL. Benedictine was founded in 1887 and offers undergraduate, graduate, and doctoral degrees through its College of Liberal Arts, College of Science, College of Business, College of Education and Health Services and the The Margaret and Harold Moser College of Adult and Professional Studies. -
Financial Analyst - Treasury & Tax ManagementPreferred Meal Systems, Inc. Feb 2011 - Sep 2012Daily cash, cash reconciliation, tax apportionment schedules, sales tax research, debt management, capital budgeting, fixed asset accounting
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Subject Matter Expert Financial & Management Accounting, Credit ManagementThe Edcomm Group Banker’S Academy Jul 2010 - Jul 2011Reviewed training materials, offered improvement suggestions for materials used in banker training classes
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Contact Accounting PositionVacant Property Security Aug 2010 - Nov 2010Various treasury and accounting tasks while Chicago office was closing and being moved to Philadelphia. Tasks included daily cash, month end close, T & E expense accounting, capital lease accounting, telecommunications and utility accounting.
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Supply Chain - Fleet Finance ManagerHighway Technologies, Inc. Oct 2009 - May 2010Tempe, Az, UsBusiness lead on OLAP financial reporting tool to analyze fleet spend; develop fleet scorecards and reports; map fleet business processes. Developed, rolled out, and administered a Share Point based failure reporting and DOT vehicle self inspection process across 30+ locations using scanner technology including metrics and score card.Highway Technolgoies is one of the countries largest providers of traffic control, permanent installation, and pavement marking services. Highway Technologies has national operations with locations throughout the country. -
Treasury ManagerHighway Technologies, Inc. Sep 2007 - Oct 2009Tempe, Az, UsSupervised new customer credit process, payables, and cash applications functions (staff of 6) recruitment to review, manage bank relationships, administer wire & ACH transfer activity. Implemented epayables/ACH accounts payable payment solution annual savings $ 300 K. Created bonus incentive plan for collection staff. Manage cash, disbursements, etc. to insure covenants not violated. Manage cash position; cash forecasts, A/R & A/P. Developed credit risk model for AR portfolio to identify customers developing credit problems. Vendor evaluation & selection (1) check guarantee service; (2) credit reporting company; (3) bad debt agency; (4) AP recovery service. AP effort resulted in $ 200 K recovery. Developed branch A/R metrics; defined & documented treasury & credit processes & policies. Planned & conducted bi-weekly branch AR calls (15 + locations). Authored corporate credit policy. Managed credit approval and review of credit worthiness of active customers. Flowcharted Treasury & A/P processes. Prepared business case & presentation to executive management to centralize AP function. Initiated AP post audit system. Administered purchase card, travel expense & merchant card systemsHighway Technolgoies is one of the countries largest providers of traffic control, permanent installation, and road striping services. Highway Technologies has national operations with locations throughout the country -
Senior Regional AccountantHighway Technologies, Inc. Sep 2004 - Aug 2007Tempe, Az, UsPerform branch office audits for Sarbanes-Oxley (SOX) business process compliance. Inventories: assessed risk, planned, trained (100 + individuals) reconciled, and prepared inventory quantity & dollar rolls for 50+ locations for parts, merchandise, & equipment. Budgeting – analyze annual district and branch office budget plans, operational audits. Month end close. Account reconciliations. Analyzed inventory transactions, obsolete inventory accounting; shrink reserve analysis. Analyzed inventory quantity and dollar variances. Transitioned sales tax & property tax work from former corporate parent to new stand-alone entity including vendor evaluation and selection for various outsourced services. -
Adjunct InstructorElmhurst University Jan 2007 - May 2007Elmhurst, Il, Us -
Adjunct InstructorElgin Community College Aug 2006 - May 2007Elgin, Illinois, Us -
Adjunct InstructorAurora University Jan 2006 - Dec 2006Aurora, Il, Us -
Senior AccountantSymons Corporation Dec 2000 - Sep 2004Miamisburg, Oh, UsResponsible for month end close, monthly sales tax reporting, audits, administration, and research, year end close & audit work papers, property tax reporting, fixed asset accounting and property administration, revenue accounting, cost accounting, year end federal and state tax organizers.Symons Corporation, a unit of Dayton Superior is a manufacturer and retailer of concrete forming equipment and concrete additives. Symons has national and international operations. -
Staff AccountantRockwell Electronic Commerce Aug 1996 - Dec 2000UsSupport asset accounting for $60MM fixed asset base (U.S. & Canada) Analyze & set fixed asset loss reserves; generate period-end schedules; calculate inter-company profit for fixed asset inter-company sales; translate foreign affiliate property accounts for consolidation; resolve accounting issues related to consolidation for corporate books. Department data mining expert for ad-hoc Oracle browser queries/reports. Sales, Use, & Property tax compliance/research/audit for all U.S.& Canadian jurisdictions. Identified, documented & successfully contested an increase in real estate tax assessment, resulting in $75,000 annual savings Project Mgmt; Functional Lead on Oracle Assets and Taxware Implementation project(s) Coordinated tasks, timelines, deliverables and successfully managed critical paths impacting co-team members and Oracle General Ledger implementation teamAuthored process flowcharts, functional descriptions, configuration setups; mapped legacy-to-Oracle data conversion; investigated and reconciled conversion exceptions. Defined, populated, and executed fixed asset system acceptance testing. Targeted go-live date was met on time and within budgetRockwell Electronic Commerce is now part of Aspect Software, and was a pioneer in developing hardware and software solutions for the customer contact, customer relationship management, and call center industry. -
Internal AuditorInternal Revenue Service Jun 1991 - May 1992Washington, District Of Columbia, UsInternal Auditor
Bruce Fogerty Cpa, Ctp Skills
Bruce Fogerty Cpa, Ctp Education Details
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Northern Illinois UniversityTaxation -
University Of Illinois ChicagoEconomics -
Grand Valley State UniversityBusiness
Frequently Asked Questions about Bruce Fogerty Cpa, Ctp
What company does Bruce Fogerty Cpa, Ctp work for?
Bruce Fogerty Cpa, Ctp works for The Tassos Group, Llc.
What is Bruce Fogerty Cpa, Ctp's role at the current company?
Bruce Fogerty Cpa, Ctp's current role is Accounting, Treasury, and Tax Professional.
What is Bruce Fogerty Cpa, Ctp's email address?
Bruce Fogerty Cpa, Ctp's email address is bf****@****ods.com
What is Bruce Fogerty Cpa, Ctp's direct phone number?
Bruce Fogerty Cpa, Ctp's direct phone number is (612)-521*****
What schools did Bruce Fogerty Cpa, Ctp attend?
Bruce Fogerty Cpa, Ctp attended Northern Illinois University, University Of Illinois Chicago, Grand Valley State University.
What are some of Bruce Fogerty Cpa, Ctp's interests?
Bruce Fogerty Cpa, Ctp has interest in Poverty Alleviation, Education, Politics, Arts And Culture.
What skills is Bruce Fogerty Cpa, Ctp known for?
Bruce Fogerty Cpa, Ctp has skills like Auditing, Accounts Receivable, Finance, Analysis, Managerial Finance, Variance Analysis, Account Reconciliation, Accounts Payable, Cost Accounting, Management, Sarbanes Oxley Act, Fixed Assets.
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