David Kozal Email & Phone Number

Louisville, Kentucky, United States

i2c is a global provider of highly-configurable payment and banking solutions. Using i2c's proprietary "building block" technology, clients can easily create and manage a comprehensive set of solutions for credit, debit, prepaid, lending and more, quickly and cost-effectively. i2c delivers unparalleled flexibility, agility, security and reliability from a single global SaaS platform. Founded in 2001, and headquartered in Silicon Valley, i2c's next-generation technology supports millions of users in more than 200 countries/territories and across all time zones.

Louisville, Kentucky, United States

Haven Residential is a national property management company serving over 100 multifamily properties in 15 states, 400 employees, and managing over $3 billion of investments. This startup property management company supports 29th Street Capital (29SC) Real Estate Investment in Chicago that merged with All Trade Property Management in Louisville._____________________________________________________________________Strategic, Financial, and Operational Support:• Developed and executed a plan to build a finance/accounting organization. Hired 20 new employees, a 300% increase in 9 months, and built new teams for job costing/construction, property accounting, and financial business analytics• Merged smaller All Trade Property Management company into Haven Residential • Created and implemented new accounting policies and procedures • Consolidated duplicate systems to create efficiencies - payroll, banking, and accounting systems• Produced over 50 individual property financial packets to the real estate owners each month• Developed Job Costing team and processes to account for over $40M of construction projects• Restructured business metrics and accounting systems to report accurate profitability for the product lines of the company – Property Management, Maintenance, Construction, and Leasing• Restructured the Property Management Agreement and pricing fee structures for customers• Negotiated 10 new contracts with national vendors to obtain the best pricing and economic rebates representing over $1M annually

Louisville, Kentucky, United States

V-Soft Consulting in an industry leading IT staffing and solution-based company with offices in the US, Canada and India. Company is over $100M in revenue with 1,000 employees. Responsible for leading all the Accounting, Financial and Human Resources/administrative activities. VPR Properties is a commercial real estate development company with over 100,000 sq. ft. of office and retail properties_____________________________________________________________________Strategic, Financial, and Operational Support:• Responsible for all accounting, financial, human resource, business IT systems, and administrative functions• Negotiated a significant credit facility with a national financial institution to meet future growth needs• Evaluated acquisitions as well as new internal organic growth opportunities• Restructured business and accounting systems to report accurate profitability for the four product lines• Interfaced with all levels of management to educate and create a common approach to financials and enforce accountability for P&L and sales activities• Evaluated various pricing strategies for business lines including SAAS and fixed fee-based methodologies• Developed a set of common company policies to create efficiencies across all businesses• Lead a cost reduction effort to ensure survival with COVID19• Revamped internal cost accounting methodologies to assist with product line pricing and cost optimization

Louisville, Kentucky Area

BUSINESS OPERATIONS, VISION & MANAGEMENT• Managed financial and accounting activities of $250M private equity owned company. • Wrote and implemented accounting policies and procedures.• Principal member of the Executive Committee—drive the company’s vision and business strategies to maintain industry leadership and profitability. OPERATIONAL EXCELLENCE:• Delivered 10 successful years of clean audits with Big Four accounting firms.• Led capital strategies over $85M of dividends and stock buyback programs in collaboration with private equity firms.• Integrated 45 portfolio acquisitions representing over $100M in investments.• Divested two business segments with national investment bankers.• Consolidated 25 legal entities to create federal and state tax efficiencies—awarded $600,000 in state tax incentives.• Streamlined treasury functions with Wells Fargo Bank through automation of over 20,000 monthly payments to companies’ franchises and direct customers. BUSINESS GROWTH & COST SAVINGS: • Increased company’s profits by 500% and revenue by 300%.• Developed cost accounting methodologies and assist in pricing strategies.• Saved over $1M of SG&A costs through cost reduction and acquisition integration efforts.NEGOTIATIONS: • Negotiated pivotal credit facility deals with Senior Bank Leader including over 15 amendments. • Managed administration functions and negotiations for business insurance requirements, human resources annual benefits program, and multiple corporate facilities leases for 80,000 sq. ft.HUMAN CAPITAL MANAGEMENT:• Recruited and developed professional accounting staff.• Delivered savings by consolidating accounting staff by 25% through the integration of functions.TECHNOLOGY USE:• Chaired Information Technology financial projects to create better business intelligence (big data) reporting for two business segments with 1400 ISO Franchises operating over 75,000 ATMs.

Greater Omaha Area

Chief Financial Officer, First Data Resources (FDR - Card Issuer Segment), Omaha, NEVice President Finance, FDC Corporate Mergers and Acquisitions, Atlanta, GADirector of Financial Planning & Analysis, FDC Health Services Group, Charlotte, NCVarious Corporate Accounting Responsibilities for FDC, Omaha, NE__________________________________________________________________BUSINESS VISION, MANAGEMENT & OPERATIONAL EXCELLENCE: • Responsible for all finance and accounting activities of the $1.3B business segment of FDC.• Certification owner for all the FDR business segment SEC documents, annual audits and Sarbanes-Oxley reviews.• Led cash improvement initiative that drove out $50M in annual operational costs.• Created a company-wide financial training class for all FDR management.• Executive sponsor of the FDR Finance College recruiting and intern programs.• Explored various market opportunities for payments industry business development.BUSINESS INTEGRATION:• Integrated activity-based costing (ABC) methodologies for four operations centers including data processing and manufacturing operations with over $100M of infrastructure capital expenditures and 2,000 employees.RESOURCE PLANNING & COST SAVINGS:• Business unit sponsor of FDC Enterprise Data Management financial reporting system.• Explored international venues for IT outsourcing opportunities to lower operating costs.• Engineered a new cost allocation process to provide client and product profitability.MERGER & ACQUISITION TRANSITION EXECUTION:• Conducted various pre and post-merger and acquisition, planning, due diligence and integration.FINANCIAL PLANNING—HEALTH SERVICES GROUP:• Managed all Financial Planning and Analysis activities for the hospital and physician payments business.• Led financial tracking for $100M IT investment project—a merger of two software medical payment companies.

Education record

B. S., Finance