MICHAEL GOLTZ, CPA
www.linkedin.com/in/michaelgoltzcpa
michael.goltz@gmail.com
Executive Summary
Multi-Dimensional CPA, MS Wharton
with ability to communicate. Well-rounded business professional, experienced
manager with classic accounting training and numerous achievements over 25
years of professional development. Currently seeking a position as controller
or other manager which will effectively utilize these skills and abilities.
Key Strengths
Well-rounded Business Professional
Experienced Manager:
·
supervised groups from 5
to 25 people
·
worked with start-ups,
turnarounds and integrated business units
·
evaluated/installed/removed
systems and procedures
·
survived multiple
economic cycles
·
team oriented and great
trainer
University Educated:
·
major in Accounting /
minor Computer Science
·
minors in English,
Economics and Marketing
·
President Activities
Honorary Society, Executive VP Student Government, varsity & intramural
athletics.
Classically trained accountant,
experienced in:
·
A/R, A/P, and G/L
·
revenue recognition
·
inventory costing and
control
·
profit planning and
analysis
Accounting information specialist:
·
enterprise and small
business systems
·
accounting and tax
information
·
data collection,
retrieval and validation
Professional Experience
Accounting, Tax, Auditing, Consulting, Financial
Analysis & Planning, Personal Computers & Networking
(4yrs Deloitte; 5yrs McGladrey; balance National /
Regional / Local)
Software Experience
Accounting related:
•
Proficient in MS Office for
analyzing costs and Adobe & Macintosh for presentations.
• Used Sage
FAS Asset Accounting and Lawson – SQL based with Crystal Reports.
• Used Oracle
Project Accounting & Accounts Receivable modules.
• Used Jenark property management package to prepare monthly
financials and resolve property issues.
Tax related:
• Used Intuit
Quick Books Premier and Lacerte Tax for personal returns.
• Used Sage
FAS Asset Accounting and Lawson – SQL based with Crystal Reports.
Career Achievements
Ajilon Finance, (Deerfield Office),
·
provided MS Great
Plains Dynamics assistance with
monthly closings / consolidation (3 groups with 6 manufacturing sites)
·
summarized / clarified
duties of Senior Staff Accountant
Robert Half International, (Accountemps and Management Resources - multiple
offices)
Primary focus was
to quickly and seamlessly join an established team, helping them over
hurdles/backlogs and enabling them to meet critical goals/timeframes. (Received
top performance evaluations - many companies either extended their current
project or requested new projects.)
• System analysis and
specifications for accounting systems, including remote data retrieval to
reduce data entry & accumulation costs; reducing time frame from initial
invoice preparation to receipt of payment by over 30% with related decrease in
factoring costs.
• Assisted external auditors with
quarterly reviews, annual audits and tax information.
• Collected year-end
financial data on 200 condo properties - getting information to their
respective accountants in time to file tax extensions and calculate any
estimated payments due – followed by information needed to complete their
reporting requirements. (In one afternoon, inventoried the work in progress,
prioritized the requests and came up with a program which – within a week
delivered over 100 of the properties and satisfied six accounting firms.)
• Reviewed approx. $20 million in fixed
asset acquisitions – covering 3 business units.
• Examined documentation to insure
compliance with corporate policies.
• Determined correct asset category and
location (multi-state reporting purposes).
• Prepared listings of exceptions for
follow-up with business unit controllers.
• Reconciled F/A, transfers, acquisitions
& dispositions for use in financials, Sched M of Federal & related
multi-state returns.
• Assisted with FAS 109 computations and
other SEC reporting.
• Used Sage FAS Asset Accounting and Lawson
– both SQL based with Crystal Reports.
• Prepared account analysis for use in
the properties’ year-end audits.
• Used Intuit Quick Books Premier and Lacerte Tax to prepare returns.
Quality Box / Envision Packaging,
·
Negotiated financing with
City, State and banks and purchase agreements with suppliers.
·
Prepared Federal, State
& Local income and payroll tax returns with related insurance and loan
reporting.
·
Developed manufacturing,
marketing and related cost / information systems.
·
Participated in business
expansion / acquisitions, plant construction and related financing/loan
packaging.
·
Worked with
cross-discipline team members to accomplish firm goals.
·
Acted as facilitator
between IT and financial personnel – translating “techno speak” into
financial verbiage.
RSM McGladrey (formerly Friedman
Eisenstein Raemer & Schwartz, CPAs),
·
Provided consulting and
litigation support.
·
Worked on special
projects – for clients and the Firm.
·
Assisted firm’s marketing
group & internal accounting groups.
Goltz Associates, Ltd. CPAs,
·
Provided analytic and
technical support to a group of two financial planners – one of the first
in the Midwest.
·
Provided financial
counseling and tax advice to small businesses and professionals.
Executive Profile
Ajilon Finance, (Deerfield Office) Jan 2009 – Feb 2009
Accounting Information Specialist, MS Great Plains
Dynamics, assisted turnaround team with monthly closings /
consolidation (3 principal groups with 6 manufacturing sites) for
Northbrook-based building materials group.
Robert Half International, (Accountemps and Management Resources - multiple
offices) Feb 2007 - Present
As a contract employee (not Salaried
Professional), assignments included:
• Business Integration & Consulting, Fin’l.
Services Strategic Business Unit, Global IT consulting/integration firm –
Rosemont
• Financial Presentations for Multi-stage Venture
Capital Investments for Niles-based national tutoring group.
• Accounting Information Specialist, MS Great Plains
Dynamics conversion from QuickBooks
Pro for Chicago-based tech firm.
• Tax Consulting, Aerospace Supplier/Support Firm
– Wood Dale
• Tax Consulting, Boutique CPA firm specializing in
REITs – Western Suburbs
Quality Box / Envision Packaging, Actg. Mgr, CIO, Cicero, IL, Paper Products
Manufacturing Apr 1985 – Dec 2006
As accounting manager negotiated financing with City,
State and banks and purchase agreements with suppliers. Prepared Federal, State
& Local income and payroll tax returns with related insurance and loan reporting.
As CIO, developed manufacturing, marketing and related cost / information
systems. Participated in business expansion / acquisitions, plant construction
and related financing/loan packaging. Worked with cross-discipline team members
to accomplish firm goals. Acted as facilitator between IT and financial
personnel – translating “techno speak” into financial verbiage.
(Customers ranged in size from start-ups to Fortune 100; while industries
served included automotive, food, retail/wholesale, financial institutions, ad
agencies as well as the City of Chicago, State of IL, Chicagoland Chamber of
Commerce & major industry trade associations.)
RSM McGladrey, Manager/Director Special Business Services,
(formerly Friedman Eisenstein Raemer & Schwartz, CPAs), CPA Firm, Chicago, IL Jan 1984 – Apr 1985
One of 3 people in management responsible for non-tax
or audit specialized services for small business - consulting, litigation
support and special projects.
Assisted firm’s marketing group & internal accounting groups.
Goltz Associates, Ltd. CPAs, Sole Practitioner, Hazel Crest, IL, CPA Firm 1981 - 1983
Provided analytic and technical support to a group of
two financial planners and financial counseling and tax advice to small
businesses and professionals.
Education/Qualifications
• MS, Accounting, Wharton Graduate Div., Univ. of PA,
Philadelphia, PA
• BS, Accounting (minor computers), University of Illinois,
Chicago, IL
• CPA
• Member, The Chicago Tax Club, Chicago, IL
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