Kelly Marek

Kelly Marek Email and Phone Number

Chief Financial Officer | Finance Executive | Treasurer | Controller @ The Fishin' Company
Kelly Marek's Location
Independence, Ohio, United States, United States
Kelly Marek's Contact Details
About Kelly Marek

Finance Executive experienced in Big 4 Public Accounting and mid-sized publicly held Professional Services company (accounting, insurance, retirement, payroll and valuation). Accomplished leader consistently recognized as an expert in streamlining processes, developing and implementing internal controls, policies and compliance systems; evaluating credit and liquidity needs; and negotiating favorable credit terms. Energetic, driven, motivating leader who delivers results and interacts effectively at all levels and functional disciplines of an organization. Collaborative and team oriented management style. Proven ability to execute upon strategic goals at the operating level of the organization. Experienced in:Capital Markets| M&A• Acquisitions• Bank Relations• Capital Structure• Debt Compliance• Share Repurchases• DivestituresCash Management• Cash Flow Forecasting• Liquidity Planning• Third Party Processing• Investing• Shared Services• Working CapitalAccounting | FP&A• Financial Modeling• Strategic Planning• SOX & Internal Controls• Budgeting• Oracle Implementation• Change Management

Kelly Marek's Current Company Details
The Fishin' Company

The Fishin' Company

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Chief Financial Officer | Finance Executive | Treasurer | Controller
Kelly Marek Work Experience Details
  • The Fishin' Company
    Chief Financial Officer
    The Fishin' Company Jul 2021 - Present
    Munhall, Pa, Us
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  • Crawford United Corporation
    Vice President And Chief Financial Officer
    Crawford United Corporation Nov 2016 - Sep 2020
  • Cbiz
    Treasurer
    Cbiz 2005 - 2016
    Cleveland, Oh, Us
    Responsible for corporate treasury function including capital structure, banking relationships and a centralized accounts payable function. Key duties include share repurchase programs, debt compliance, cash management and card programs. Present to Board of Directors annually. Report to CFO, manage 3 direct reports and a staff of 14 finance professionals.Capital Markets• Expanded revolving credit facility from $73M to $400M while reducing borrowing costs; transitioned from secured to unsecured structure and provided additional flexibility by simplifying debt covenants.• Led the company through the refinance of the 2006 Notes with $130M of Senior Subordinated Convertible Notes in 2010 while ensuring an orderly transition of the short positions to the new investor base.Cash Management• Designed and implemented cash and reconciliation controls for the Company’s payroll business unit that processed $25B in annual cash velocity.• Developed and implemented investment policy and strategy for the payroll business unit funds resulting in a $45M fixed income investment portfolio.M&A | Integration• Serve on acquisition / integration team completing 50+ acquisitions representing $500+M of capital.* Provide cash flow forecasting and capital to fund acquisitions.* Lead due diligence and integration of cash management and payable processing into the centralized shared services payables team.Accounts Payable | Card Programs (Shared Services)• Implemented a fully integrated, paperless expense reporting system (Concur) for over 2,000 corporate travelers across the enterprise.• Designed and executed an enterprise-wide paperless document management work flow tool for accounts payable.• Generated over $200,000 in rebates through active negotiation and implementation of multiple card programs (travel card, purchasing card, and epay card).
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  • Cbiz
    Corporate Controller
    Cbiz 1999 - 2005
    Cleveland, Oh, Us
    Responsible for enterprise-wide internal and external SEC reporting, budget and financial analysis. Reported to the CFO, managed 5 direct reports and a staff of 20 finance professionals.Accounting and Controls• Led SOX implementation resulting in no material weaknesses and superior audit ratings.• Led purchase accounting responsibilities and analysis of purchase accounting associated with M&A activities; and divestiture accounting associated the sale of businesses.• Developed and updated accounting policies, including revenue recognition standards for all lines of business.• Coordinated financial statement audit and managed relationship with the external auditor.• Developed and supported budget process for the enterprise. Continuous Improvement• Served on Steering Committee that guided the Company’s first enterprise-wide HRIS implementation. • Led Oracle implementation for general ledger and development of new reporting infrastructure.• Reduced monthly close from 20 days to 7 days.• Designed and delivered US GAAP training at annual Controller’s Conference for all key finance personnel; and on-boarding training program for new finance leaders.• Developed the company’s first financial reporting package including metrics resulting in ability to make more accurate and timely business decisions.
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  • Cbiz
    Manager Of Financial Reporting
    Cbiz 1998 - 1999
    Cleveland, Oh, Us
    Responsible for internal reporting and external SEC filings, including 10-Qs, 10-Ks, 8-Ks and the development and distribution of internal management reports. Also responsible for researching and implementing accounting for complex and unique transactions. Reported to the Corporate Controller and managed 5 finance professionals.
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  • Kpmg
    Senior Audit Manager
    Kpmg Sep 1992 - Dec 1998
    New York, Ny, Us
    Responsible for managing client audit teams. Promoted to manager early after four years with the firm.Specialized in publicly held companies and financial institutions. Served as training instructor for new hires.
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Kelly Marek Skills

Financial Reporting Auditing Sarbanes Oxley Act Financial Analysis Internal Controls Accounting Sec Filings Corporate Tax Financial Accounting Mergers And Acquisitions Us Gaap Cpa Business Process Improvement Gaap Tax Cash Flow Finance Financial Modeling Cash Management Sarbanes Oxley Internal Audit Leadership U.s. Sec Filings Due Diligence General Ledger Business Valuation Cash Flow Forecasting Management Risk Management Strategic Planning U.s. Generally Accepted Accounting Principles Process Improvement Treasury Management Budgeting Banking Strategy Revenue Recognition

Kelly Marek Education Details

  • Gannon University
    Gannon University
    Accounting

Frequently Asked Questions about Kelly Marek

What company does Kelly Marek work for?

Kelly Marek works for The Fishin' Company

What is Kelly Marek's role at the current company?

Kelly Marek's current role is Chief Financial Officer | Finance Executive | Treasurer | Controller.

What is Kelly Marek's email address?

Kelly Marek's email address is km****@****inc.com

What is Kelly Marek's direct phone number?

Kelly Marek's direct phone number is +140829*****

What schools did Kelly Marek attend?

Kelly Marek attended Gannon University.

What are some of Kelly Marek's interests?

Kelly Marek has interest in Children, Animals, Hiking, Animal Welfare, Travel, Arts And Culture, Black Belt In Martial Arts.

What skills is Kelly Marek known for?

Kelly Marek has skills like Financial Reporting, Auditing, Sarbanes Oxley Act, Financial Analysis, Internal Controls, Accounting, Sec Filings, Corporate Tax, Financial Accounting, Mergers And Acquisitions, Us Gaap, Cpa.

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