David Stefanski, Cpa Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Maumelle, Arkansas, Us

Dallas, Texas, Us

• Implemented standardized reporting procedures for 6 international division accounting departments, reducing monthly close time from 15+ days to 7 days.• Developed comprehensive budgeting process utilizing historical data, resulting in proactive decision-making for upcoming business peaks and valleys.• Advised on cost-saving strategies for real estate leases, personnel changes, and inventory management, leading to significant operational savings.

Chicago, Illinois, Us

● Utilizing FP&A strategies oversaw 20% revenue growth year over year while ambitiously increasing margin in the sameperiod.● Supervise all AP, AR, collections, payroll, benefits, and equity plans for Harris and subsidiaries● Oversee and prepare 13 week cash flow forecast on a weekly basis● Presided over ambitious yet achievable budgets and rolling forecasts for Harris Insights and all related subsidiaries on aquarterly basis.● Managed and coordinated new accounting system implementation and advised on new payroll and benefits systemsimplementations within the same fiscal year.● Lead M&A efforts to set up new subsidiary SaaS startup which has achieved 30% revenue growth and remained profitablesince year two.● Partner with HR on all legal related matters and implementation of new policies● Manage month end close; reducing close schedule from 10 business days to 5 while maintaining accuracy of reporting● Manage 9 member accounting team working remotely across the US as well as liaise with shared service division● Coordinate and continuously monitor internal controls environment for SOX compliance due to operating in a publiccompany environment.● Developed KPIs and financial analysis models for each revenue stream and implemented utilization metrics to drive hiringdecisions● Provided on going analysis of different product lines to ensure each revenue stream is continually profitable● Point person for monthly consolidated reporting and presentation deck to group CFO and Board to discuss successes,challenges, and any variances to budgets and cash flow forecasts● Oversee quarterly audits, report to audit committee and assist in annual tax return preparation

Chicago, Il, Us

● Consolidate all financial reporting, budgeting/variance analysis and cash flow for all entities under the IA Holdings group● Implement new accounting controls and FP&A strategies as needed in a firm with 90% year over year growth● Advise and consult shareholders and owners on financial health of the companies and recommended M&A growthstrategies including new SaaS offerings● Presented live forecasts on a monthly basis to executive leadership and board to advise on strategies to keep budget targetson track● Implemented various automated IT solutions to reduce time spent on AP, AR, and client finance communication● Supervise and train accounting team to ensure accurate reporting of GAAP financial statements to executive team● Raised project margins by an average of 12% by locating missed efficiencies and developed proactive KPIs to guaranteeminimum margin on all projects during scoping.● Responsible for ongoing analysis of overall risk of budgetary overruns and cost efficiencies● Coordinate annual external audit and tax filings● Managed implementation of new period close procedures reducing close time by 1.5 weeks on average and ensuring SOXcompliance● Payroll, benefits, equity plan and expense reimbursement administrator to the entire company and subsidiaries

Chicago, Illinois, Us

Retale, the U.S.-based operations of Bonial.com, is a technology company that develops mobile-first shopping experiences. We connect busy, ready-to-buy shoppers with the products and deals that matter to them, ultimately driving traffic and sales for retailers and brands. ● Provide FP&A for new SaaS product offerings to assess viability and pricing in the marketplace● Prepare weekly 4 month cash flow reporting● Analyze and reconcile international intercompany transactions between parent company and subsidiaries● Close books monthly and present to CEO and board members regarding period end financial statements and any variances● Analyze and report on budgetary variances to senior management and investors in the EU and US● Present, on an as needed basis, presentations for additional series funding● Maintained an ongoing forecast for US based entity and advised corporate leadership on progress against budgets● Accurately report on profitability of revenue streams and analysis of KPI’s on an ongoing basis● Ad hoc analysis of business performance over different product lines● Lead and implement annual budgeting and financial modeling for firm’s fiscal year● Supervise AR, AP, payroll and expense reimbursement● Orchestrate annual GAAP audits and tax return filings with appropriate

Chicago, Il, Us

● Prepared budget for merger of two independent firms into one conglomerate firm and oversaw implementation of newaccounting procedures, payroll and benefits● Supervise billing and ensure accuracy and collect on past due accounts receivable reducing A/R turnover by 10%● Accurately record month end closing journal entries and report monthly, quarterly and year end financials to seniormanagement for firm totaling ~$15,500,000 per year in revenue● Provide all partners with GAAP financial statements monthly and advise on any variances to budgets and forecasts● Manage cash flow forecasts for partners and track partner capital accounts on an ongoing basis

Toronto, On, Ca

Ba, Political Science And Government And International Business

Masters, Accountancy And Business Administration

Language & International Studies