Christopher Pakeltis Email & Phone Number

Gilbert, Az, Us

University Park Illinois

University Park Illinoi

Applied Systems provides innovative software to Insurance agencies and brokerages

University Park, Illinois

Self employed CPA specializing in preparation of small business and indivdual tax returns as well as consulting various business clients on day to day operational matters

Hub International provides a broad array of insurance, investment and risk management products and services throughout the U.S. and Canada.Director of Special Projects, 2009-2011Successfully created monthly "Carrier Reports" including Total Premium, for the Sales and Marketing Department, which provided the Company's Executive Sales Team the ability to negotiate the richest deal with the carriers in order to best serve the customers' needs.Worked closely with seven national Carriers to develop and implement monthly reporting to more effectively communicate with Company's regional offices, which greatly improved efficiency between Carrier and Company.Developed Sales / Marketing reports to share premium volume data (both year-to-date and trailing twelve months), as well as policy and customer counts, with Carriers to enable Regional Office teams to more easily, and accurately, underwrite customer accounts.Developed and/or revised Board of Directors reports that measured the success, or lack of, for Hub International's Hub 2.0 initiative, which entailed consolidation throughout the organization.

Upon acquisition by Hub International, seamlessly integrated existing Company's (Scheer's Inc.) internal accounting system.Created budgets for 2008 ($12 million) and 2009 ($10 million) within Hub International guidelines.Reported Regional "Numbers," which provided information for monthly quarterly and year-to-date balance sheet, income statement and cash flow reports, and compared those amounts to prior year and the respective budget amounts, all designed to allow local and Corporate management to measure results and ultimately take corrective action when the budget was not achieved.

Provided management with the required reports to effectively, and profitably, complete the sales of the Company to Hub International Ltd.Created a 5-year budget which was used as a guideline for future planning.Developed weekly exclusion reports which identified policies that were set to expire during the current month to determine that all necessary billing was completed on time.Controller, 2002-2005Realigned the reporting process to management in creating comparison income statements by department and by year. This reporting enabled Executive Management to more effectively and accurately assess their Employee Benefits Division, which could not previously be measured.Streamlined Carrier Payable Accounting to process payments in a more timely and efficient manner, including electronic payment to provide for Company's annual revenue increase from $6 million to $14 million, and allowed greater ease in writing new business.Changed the collection policies for A/R, which increased cash flow and resulted in zero bad debts for six consecutive years.

An individual entrepreneur who owned and operated 12 diverse companies, in addition to other real estate and stock investment holdings.; Responsible for all 12 operating entities.Realigned reporting to Owner/Principal, in providing due diligence for making more informed business decisions for the divestiture of entities and/or related assets.Prepared all Corporate and Individual quarterly and annual tax returns for the Owner, which resulted in a savings to Mr. Smith of approximately $70,000 per year for outside tax preparation.Worked with banks and investment firms in preparing budget, projections and cash flow to determine which entities should be sold and divested.Assisted Owner in bankruptcy filing and related sale and/or liquidation of holdings.

Responsible for developing detailed cost reports for each commercial and residential truck route, allowing ownership to raise rates, and justify increase to customers.

Responsible for monthly reporting for six operating entities, with combined revenues of $50 million, and prepared monthly financial statements for ownership, which measured actual results.

Second-Tier public accounting firm.

Mba, Business Administration

Bs In Commerce, Accountancy