Bruce Fogerty Cpa, Ctp

Bruce Fogerty Cpa, Ctp Email and Phone Number

Accounting, Treasury, and Tax Professional @ The Tassos Group, LLC.
Bruce Fogerty Cpa, Ctp's Location
Wheaton, Illinois, United States, United States
Bruce Fogerty Cpa, Ctp's Contact Details

Bruce Fogerty Cpa, Ctp personal email

Bruce Fogerty Cpa, Ctp phone numbers

About Bruce Fogerty Cpa, Ctp

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.

Bruce Fogerty Cpa, Ctp's Current Company Details
The Tassos Group, LLC.

The Tassos Group, Llc.

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Accounting, Treasury, and Tax Professional
Bruce Fogerty Cpa, Ctp Work Experience Details
  • The Tassos Group, Llc.
    Controller
    The Tassos Group, Llc. Oct 2024 - Present
    Aurora, Illinois, Us
  • Miracapo Pizza Company
    Accounting Manager
    Miracapo Pizza Company Sep 2012 - Oct 2024
    Elk Grove Village, Illinois, Us
  • Benedictine University
    Adjunct Accounting Instructor
    Benedictine University Aug 2007 - May 2013
    Lisle, Il, Us
    Taught 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.
  • Preferred Meal Systems, Inc.
    Financial Analyst - Treasury & Tax Management
    Preferred Meal Systems, Inc. Feb 2011 - Sep 2012
    Daily cash, cash reconciliation, tax apportionment schedules, sales tax research, debt management, capital budgeting, fixed asset accounting
  • The Edcomm Group Banker’S Academy
    Subject Matter Expert Financial & Management Accounting, Credit Management
    The Edcomm Group Banker’S Academy Jul 2010 - Jul 2011
    Reviewed training materials, offered improvement suggestions for materials used in banker training classes
  • Vacant Property Security
    Contact Accounting Position
    Vacant Property Security Aug 2010 - Nov 2010
    Various 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.
  • Highway Technologies, Inc.
    Supply Chain - Fleet Finance Manager
    Highway Technologies, Inc. Oct 2009 - May 2010
    Tempe, Az, Us
    Business 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.
  • Highway Technologies, Inc.
    Treasury Manager
    Highway Technologies, Inc. Sep 2007 - Oct 2009
    Tempe, Az, Us
    Supervised 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
  • Highway Technologies, Inc.
    Senior Regional Accountant
    Highway Technologies, Inc. Sep 2004 - Aug 2007
    Tempe, Az, Us
    Perform 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.
  • Elmhurst University
    Adjunct Instructor
    Elmhurst University Jan 2007 - May 2007
    Elmhurst, Il, Us
  • Elgin Community College
    Adjunct Instructor
    Elgin Community College Aug 2006 - May 2007
    Elgin, Illinois, Us
  • Aurora University
    Adjunct Instructor
    Aurora University Jan 2006 - Dec 2006
    Aurora, Il, Us
  • Symons Corporation
    Senior Accountant
    Symons Corporation Dec 2000 - Sep 2004
    Miamisburg, Oh, Us
    Responsible 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.
  • Rockwell Electronic Commerce
    Staff Accountant
    Rockwell Electronic Commerce Aug 1996 - Dec 2000
    Us
    Support 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 Revenue Service
    Internal Auditor
    Internal Revenue Service Jun 1991 - May 1992
    Washington, District Of Columbia, Us
    Internal Auditor

Bruce Fogerty Cpa, Ctp Skills

Auditing Accounts Receivable Finance Analysis Managerial Finance Variance Analysis Account Reconciliation Accounts Payable Cost Accounting Management Sarbanes Oxley Act Fixed Assets Access Consolidation Banking

Bruce Fogerty Cpa, Ctp Education Details

  • Northern Illinois University
    Northern Illinois University
    Taxation
  • University Of Illinois Chicago
    University Of Illinois Chicago
    Economics
  • Grand Valley State University
    Grand Valley State University
    Business

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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