Jacqueline Firtz, CPA

Global Cost Accounting

• Ensure revenue recognition compliance including ASC 606 compliance • Review expense reports to ensure travel and spending policies are adhered to • Reconcile intercompany transactions between Kollmorgen North America companies and other Fortive/Altra companies • Review site SOX testing • Coach cost accountant on annual standards cost update process • Develop standard overhead rates for the year • Direct manager of finance intern

Kollmorgen’s Finance Leadership Development Program (FLDP) is a rotation program that allows exposure to the different finance and accounting positions within the department. The rotations include Cost Accounting, General Accounting and Financial Planning & Analysis. My responsibilities in this roll included: Working with engineering, purchasing, planning and customer service to perform cost rolls on inventory items. Analyzing completed inventory work orders on a daily basis to ensure costs are correct, and working with the planning team to ensure errors are corrected. Analyzing and adjusting judgemental inventory reserves on a monthly basis. Performing balance sheet reconciliations for inventory GL accounts. Finance lead for plant physical inventories across Radford. Analyzing variances between PO prices and standard cost on a weekly basis. Working with the Radford purchasing team to coordinate and execute annual standard cost update. Ensuring inventory and expense transactions are classed to the correct accounts. Forecasting and reporting sales, COGS, absorption and expenses for Kollmorgen Marengo. Consolidating and validating Kollmorgen global financials for submission to Fortive corporate accounting and finance team by monthly closing deadlines. Forecasting Kollmorgen executive level T&E, sales and marketing and legal expenses by use of monthly meetings with expense owners. Preparing and validating quarterly reporting packages for submission to Fortive. Reconciling intercompany transactions between Kollmorgen and other US operating companies to match the Fortive ledger. Breaking down of Kollmorgen financials by tax entity for submission for Fortive tax team. Coordinating with various organizational teams and leaders to prepare reports with appropriate and timely financial information.

• Assist the finance department in preparing journal entries • Balance sheet reconciliations • Cost rolls • SOX testing

Responsibilities include grading assignments, tutoring students and various secretarial work in a casual office environment.

Responsibilities included meeting with students in order to help them understand the concepts of principles of accounting.

Responsibilities included taking credit card payments, taking credit card applications and discussing billing information with the credit card holders.

Responsibilities included preparing patient files, making patient appointments, taking payments and various other secretarial duties.