Julia Kozlov Email & Phone Number

Los Angeles, CA, US

Advisor for Finance and Accounting at Sagely, a subscription-based advisory platform that connects small business owners with experts for personalized on-demand advice across a variety of industries and functional areas. Our network of Advisors (Sages) help small business owners and entrepreneurs navigate the journey of starting, running, and growing a.

Los Angeles, CA, US

Herndon, VA, US

• Lead West Region finance team in execution of managing K12 corporate finance activities and oversee delivery of contracted financial services to K12 client schools. Partner with Heads of School and General Managers in.
• Grew funding capture, slashed administrative costs 25%, and increased operational efficiencies to boost revenue 50%+ and operating margin 36% while ensuring continuation and enhancements of services.
• Supervised team of 11 (8 Managers and 3 Analysts) in support of achievement of organization's goals and objectives by delivering accurate, relevant, and timely information to corporate based upon through review and.
• Improved regional free cash flow and forecast accuracy through detailed analysis and ascertaining risks and opportunities monthly, quarterly, and annually.
• Saved $2.5M by identifying a gap in visibility to biggest P&L line item, summarizing all salaries and benefits for each department, school, and region and discovering schools that were over hired with redundant.

Henderson, Nevada, US

• Head of financial planning, analysis, and reporting. Supported development and achievement of organization’s strategic goals and objectives. Analyzed company competitors, and industry-wide data to provide accurate.
• Doubled 2016 income from Construction Operations to $202M, more than doubled EPS to $1.92 year-over-year, and TPC generated $113M in cash from operating activities after implementing Essbase, breaking down project.
• Spearheaded implementation of Essbase project to design brand-new level of project analytics utilized to drive cash collections to its highest point since 2008.
• Devised thorough and accurate analysis of every business unit utilized by executive team in achievement of organization's goals and objectives.
• Played major role in increasing 2016 construction operations income to $202M which was nearly doubled from 2015 by providing accurate, relevant, and timely information based upon thorough review and analysis of every.
• Supported CFO, SEC, and Director of Investor Relations in preparation of 10K, 10Q, Annual report, investor relations presentations, and bank forecasting for debt compliance by writing MD&A sections and creating board.

Camarillo, California, US

• Led finance and accounting role for sales division with ~70 employees in 3 countries and oversaw accounting and financial analysis. Developed close working relationship with Corporate VP of Financial Planning and.
• Served as key financial advisor to president of division, achieving quarter business goals and sales targets through implementing return on investment (ROI) and other ad hoc reporting.
• Achieved highest gross margin and net income in 2 years after overseeing financial aspects of cost control for division, labor, and overhead costs.

Los Angeles, CA, US

• Directed the periodic and annual financial plan / budget preparation, working with Business Unit Heads to build underlying assumptions, contribute supporting analysis and models, enter results into systems and prepare.
• Maintained Business Unit financial and accounting records, perform monthly and interim closing routines, transaction entry and variance analyses.
• Partnered with Business Unit Heads and Corporate Management to evaluate and modify policies with a direct impact on financial performance and internal control.
• Identified unrecognized revenue stream, resulting in $120k in additional net income to the company.

US

• Responsible for Financial Analysis, Budgeting and modeling for Executive Management of a company with approximately 6,500 employees in 46 states, with 600+ locations.
• Managed staff of 4 in varying responsibilities, including financial analysis, Intranet management, Retirement Services Administration and Systems Administration.
• Developed and designed databases for use by other departments within Consolidated Electrical Distributors utilizing knowledge of Access and Excel.
• Designed modeling scenarios for CFO and Executive Management, with regards to cost cutting efforts and other ad-hoc analysis and presentations.
• Partnered with outside vendors, such as actuarial firms and attorneys, on the Administration of Retirement Plans (Pension and 401(K)).
• Devised and implemented a new Budgeting process for Corporate.

Westlake Village, CA, US

• Managed group of four analysts in reporting of departmental results, forecasting, analysis and ad-hoc reporting.
• Collaborated directly with senior management of Guitar Center Retail and Corporate.
• Coordinated and executed monthly Sales Compensation analysis.
• Constructed quarterly portfolio analysis of retail business to be presented to Board of Directors.
• Performed ad-hoc modeling plans, such as Sales and Margin, under various scenarios.

Burbank, CA, US

• Senior Financial Analyst 2001 - 2006
• Collaborated with Retail Sales and Marketing Line Owners to gain an understanding of all facets of Retail Sales and Marketing to accurately reflect and manage P&Ls.
• Analyzed P&L's within Retail Sales and Marketing departments to devise and present detailed Forecast, Budget and Strategic Plan documentation.
• Presented consolidated Retail Sales and Marketing P&L's during CFO meetings.
• Streamlined daily, monthly and yearly finance functions. These process improvements allowed us to go from providing a data entry function to providing a value added analysis function.
• Created an Accounting 101 class so employees could better understand how actions in non-accounting roles affected the finances of the Company as a whole.SAP Business Process Lead 2003 - 2004

Worldwide, OO

• Supervised and directed multi-staff, multi-location, multi-functional engagement teams.
• Prepared financial statements and footnotes, and researched and applied FASB guidelines to accounting issues.
• Assisted in the preparation of proposals of engagements.
• Identified recommendations for improving internal accounting procedures, operational efficiencies and regulatory compliance.
• Supervised and conducted internal control and compliance testing.
• Planned audits by drafting budgets, staffing, wrote audit summary memos and completed various firm checklists.

Bsba, Accounting

Education record