John Plonowski Email & Phone Number

East Boston, MA

East Boston, MA

• Administers and prepares PFC applications and other related program communications: this includes understanding the function of the federal forms, coordinating data from financial and engineering sources, mastering.
• Produces the PFC annual disclosure document that is included in the Consolidated Annual Financial Report (CAFR).
• Performs project management role with significant focus on preparing various power point presentations for the CFO and others on tight deadlines.
• Calculates and updates the quarterly financial metrics: understands the story behind the numbers; learns why the specific metrics matter and to whom; demonstrates the ability to grasp that different parts of the.
• Prepares quarterly market valuations of Massport investments and other reports in preparation of the Investment Oversight Committee meetings with the Authority’s investment manager.
• Prepares monthly investment strategy reporting which includes the compilation of cash flow projections for capital projects and accounting data to input into the monthly investment strategy sheets.

Quincy, MA

• Reconcile student health and sports insurance policies enrollment directly with clientele
• Reconcile current and past due payments to insurance carriers, most recent review resulting in saving company $60K
• Provide ad hoc reports to Account Executives and Management Team
• Prepare and review clients insurance policy renewal letters and proposals
• Assist Controller in preparing annual budget as well as weekly, monthly and ad hoc reporting
• Member of AVC and Professional Standards Team, reviewing all company documents to ensure compliance, as well as bi-annual auditing of Gallagher Koster’s internal sales files.

• Responsible for daily accounting functions
• Reconciled enrollment and payment of student health and sports insurance policies
• Provide monthly reporting on various expenses to Controller and COO of Gallagher KosterAccomplishments:
• Developed an Excel program to efficiently process online enrollment and communicate in real time transactions to our Customer Service Representatives
• Integrated Finance Department into enrollment database for reconciliation process

Bs, Finance

Education record

Education record