Bruce Fogerty Cpa, Ctp Email & Phone Number

Aurora, Illinois, Us

Elk Grove Village, Illinois, Us

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.

Daily cash, cash reconciliation, tax apportionment schedules, sales tax research, debt management, capital budgeting, fixed asset accounting

Reviewed training materials, offered improvement suggestions for materials used in banker training classes

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.

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.

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

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, Il, Us

Elgin, Illinois, Us

Aurora, Il, Us

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.

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.

Washington, District Of Columbia, Us

Internal Auditor

Msa (Tax), Taxation

Mba, Accounting, Economics

Ba, Political Science, Business