Justin Kostelny, Cfa Email & Phone Number

Greenwood Village, Colorado, United States

Greater Denver Area

Home building supply industry. Support for over 400 distribution, manufacturing, and home center locations across the United States. Multiple ERP systems and data warehouses. Aggregation and analysis of data from flat files, third-party databases, and internal servers.-- SSMS, RStudio, Microstrategy, Hyperion Essbase-- FP&A, Market Research, Delivery & Dispatch -> ad-hoc, monthly, quarterly, annual reporting-- Scorecards and Dashboards-- Sandbox -> mapping files, stored procedures, aggregation tables-- Scripting / Programming -> automation, wrangling data, more efficient queries / analysis

Denver

-- PostGreSQL, SQL Server, ArcGIS, Advanced Excel-- Data Management, Analysis, and Mapping-- Industry, market share, and financial projections-- Venture capital funding due diligenceStart-up work: compliance and analysis software development. Database maintenance. API integrations. Socio-economic regression, mapping, and spatial analysis - outlier identification and explanation. Government data gathering (Census, TIGER, IRS, FARS, Crime Indexes). Municipal sales tax audits. State government RFPs.

Greater Denver Area

-- Fiscal -> provisions, financial statements, 1120-RIC tax returns, and return of capital calculations-- Excise -> provisions, 1099 calculations, 8613 tax returns, K-1s, REITs, BDCs, and year-end distributions ETFs, open-end, closed-end, REITs, public and private LPs. Focused on critical thinking, problem solving, efficiency generation, and development of staff. Researched tax structure organization (Cayman entities, REIT subsidiaries, good vs bad Subchapter M income) and taxable transactions (return of capital, bond defaults, corporate actions). Distribution run-rate analysis for closed-end funds. Transfer-in-kind analysis for Alps ETF products. Assisted with MFACT to Sungard accounting system conversion. Staff evaluation and work allocation. Highly scrutinized, multi-level review process with staff, management, clients and auditors.

Williston, Nd

Oil company logistics (heavy haul trucking and drilling rig moves) in the Williston, ND area. One of five office personnel managing 65 rotating employees and $50M+ in annual revenue. The small private company setting enabled me to take on multiple assignments and assist in every department. Route logistics, permitting, dispatch, pilot car. AR/billings and AP/payroll. DOT/NCCCO compliance. Rotation scheduling, bid calculations, job profitability. Demanding, high stress, entrepreneurial environment.

Edgewater, Co

Brought in by City Manager to evaluate current utility rate structure and analyze sales tax revenue. Compiled necessary data, forecast usage / costs / profitability, and researched / proposed alternative rate structures. Presented findings to city council. A graduated rate structure was approved over the current flat rate structure ensuring fund sustainability.

Denver, Co

Fund Accounting: one year Tax Associate: six monthsSenior Tax Associate: two years Booking trades, daily NAV calculation, income distributions, bank reconciliations, REITs, RICs, MLPs, K-1s, Trust Preferred, PFICs, swaps, CDS, asset-backed paydowns, wash sales, CLCO, ROCSOP, 19a-1, 1099 calculations, NQs, financial statement mark-ups.

Master Of Business Administration (Mba), Finance

Bachelor Of Science (Bs), Business - Finance, Accounting