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 what information goes where in the document, and drafting project descriptions. • 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 organization use different measures and measure different items due to the difference in their professional focus. • 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. • Manages the debt service and draw down requirements for the 1978 Debt Service. • Participates in the Designer Selection Panel on behalf of the A&F department. Reports back to the A&F Department on the issues raised during the Panel’s deliberations. • Analyzes capital projects to ensure that the proper data regarding funding source, final funding source and purpose codes are loaded into the Project Costing module.

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.• Built financial models in Microsoft Excel to automate daily transactions and monthly reporting to Management team, reducing staffs time spent on those tasks• Responsible for writing & maintaining Finance staff Policy & Procedures

• 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