Kevin J. Kelsohttp://www.linkedin.com/in/KevinJKelsokkelso@gmail.com

Versatile Manager Available for Hire

• Kevin’s accounting career spans more than 25 years in various leadership capacities as a Controller, Director, Consultant & Senior Manager for Fortune 100 Financial Institutions, a Mid-market Student Loan Servicer and small Non-Profit Education & Rental Housing companies.

• Kevin is a “roll-up-the-sleeves” manager who employs a “hands-on” approach to ensure business initiatives are successful and services exceed the expectations of his internal and external customers.

• Recent Accounting Management Experience:– Kevin remediated 2+ years of inaccurate GL accounting records (MS Dynamics SL) & issued Audited Financial

Statements consolidating 11 companies (Non-Profit Rental Housing entity).– He managed up a downsized accounting team immediately following a 3 rd party financial outsourced

system implementation, from 4+ months behind to a current status, allowing issuance of Audited Financial Statements consolidating 10 companies (Non-Profit Student Loan Servicer).

– Kevin hired, developed & created a domestic Controller’s team of accountants supporting an international line of business responsible for full cycle accounting, budget, forecast, client profitability and overseas consolidation of EMEA, APAC & LATAM countries (Top 20 Financial Institution).

Introduction

• Kevin’s leadership role includes serving as the Business Manager of various strategic system, process improvement and corporate governance initiatives

• His skillset includes a comprehensive approach to documenting current and future processes, collaborating with business partners, directly liaising with internal and/or external IT resources and assuming a proactive business owner role to ensure adequate testing and implementation of the desired change(s)

• Recent Project Management Examples:– Collaborated with 3rd party IT on server migration (MS Windows Server 2012) and GL upgrade

(MS Dynamics SL 2015) to improve network performance & financial computing – Project lead on financial systems conversion from 2 Oracle GLs to SAP (R/3)(FI/CO) multi-

currency GL system with Business Intelligence report writing (Business Objects) – Installed 2 new GL systems (Sage BusinessWorks), created new chart of accounts and full

accounting & banking procedures (2 Non-Profit Elementary Education Schools).

Versatility

• Organizations require experienced managers to increase productivity with the same or less personnel through automation, process improvements and/or outsourcing while maintaining high standards to address evolving regulatory compliance and continue to exceed customer expectations

• Strategic Initiative accomplishments– Partnered with internal IT & external developer to create web-based semi-automated Client Profitability

Reporting for an international line of business ($400M Operating Revenue) supporting worldwide client service managers

– Worked with internal IT to migrate 230 balance sheet reconciliations (multi-currency) to an automated software tool (Recon+) allowing transition to an outsourced solution

– Designed and executed Excel based templates to remediate multiple student loan trust reconciliation out of balances ($7bn loan portfolio) following a 3rd party outsourced implementation; partnered with local IT to develop simple SQL based reporting to research and resolve significant differences

– Business Project Lead responsible for implementation of SOX404 software solution (Risk Navigator), training of corporate executives, dashboard design, reporting and sign-off ($32bn loan portfolio)

Business Opportunities

Full Cycle Accounting Controller

/Manager / Financial Leader

Financial Systems Project Business Lead

Audit, Risk & Compliance

Process DocumentationDashboards, Presentations &

Training

• Kevin is an accomplished leader who embraces the holistic view

• He is an experienced change management expert

• His strategic success is directly relate to his practice of: – Effective communication,

collaboration and coordination– Utilizing teamwork, technology

and talent

Leadership & Change Management

* Significant experience > 10 years hands-on in majority of areas

Accounting & Finance Management

Expertise* Systems *

A/R, A/P, FA, GL, etc. X SAP, SL, O

Month-End Close X SAP, SL, OConsolidations X HY, BO, SL,O

Management Reporting X HY, BO, SL,O

Forecasting and Budget X HY, SL,FRx

Treasury/Cash Manage X Var

Variance Analysis X HY, Frx, Ex

Reconciliations X R+, Ex

Audit & Risk Liaison (Sox404) X RN

Financial Stmt. Issuance X HY,BO,SL,FRx

Payroll Admin X ADP, PayChex

• Kevin’s area of expertise in the day to day Accounting & Finance functions is very broad

• He authored the lead JOA article on the Financial Close Process for the December 2011 edition: – http://

www.journalofaccountancy.com/issues/2011/dec/20114327.html

• Systems Legend– SAP: SAP FICO R/3 (renamed ECC)– SL: Microsoft Dynamics Solomon GL– HY: Hyperion (Essbase)– BO: Business Objects (SAP)– FRx: Microsoft Financial Reporting– Var: Various on-line banking suites– Others: Sage50, Sage BusinessWorks, M&D– Ex: Microsoft Excel– R+: Recon Plus– RN: Risk Navigator

Kevin’s Finance Check List

Project Management Skills Level of ExpertiseCustomer/User Requirements Gathering

Kevin leverages his skills as a former internal auditor and Policies and Procedures Manager to gather critical requirements

Business Product Specification Documentation

Kevin either wrote, co-wrote or re-wrote user specifications

Systems Development He worked with IT developers to customize screens & functionality

UAT Case Design He designed test cases from an end user view

UAT Case Execution He participated in testing, deficiency tracking and resolution

Integration & Parallel Testing He created reconciliations & monitoring methodologies to assist IT & end users

Dashboards & Sign-off He measured & reported progress to Sr. Mgmt

Implementation & Training He created training materials for end users

Post Implementation review He chaired meetings to adopt best practices going forward & avoid repeat errors

• As the Business Project Lead, Kevin has experience directly liaising with internal IT and 3rd party IT staff and end users

• These include high profile strategic initiatives encompassing the entire (SDLC) Systems Development Life Cycle using a variety of IT methodologies of each firm employed

Kevin’s System Check List

Project Management

System migrations,

integrations, Implementations

UAT* Case design & execution

Creative Problem

Resolution

Liaison to Developers and Coders

Process Document

ationFull cycle

Accounting

Month-End Close

Reconciliations

Fin. Stmt. Audit

Mgmt. Reporting

Cash Mgmt.

Staff Management

Development & Mentoring

Cross-Training

Performance Review & Feedback

Hire & Train

Kevin’s Major Strengths & Areas of Expertise

*UAT = User Acceptance Test

• Leadership: Staff Management & Development: Financial System Implementation Experience: Remediation: > 15 years

• Employed by companies with high volume, high dollar transactions, with complex consolidations as well as medium to smaller companies wearing multiple hats – ability to shift gears, adapt and provide cost efficient solutions

• Versatile enough to lead a team effort or lend a hand by rolling up the sleeves, continuously communicating and collaborating with business partners, subject matter experts, 3rd party vendors and others

Key Benefits of Kevin’s Services

• Personal E-Mail: kkelso@gmail.com

• LinkedIn Profile: http://www.linkedin.com/in/KevinJKelso

• Cell Phone: (302) 750-5280

• Current Residence: Bear, Delaware

• Travel %: Willing to travel up to 50% and/or relocate for the right position

• Location Preferences: DE, PA, VA, AZ, FL

Contact Information