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Bob Katkowski profile image

Bob Katkowski

District Leader at Primerica, Inc.
Intro Book
Seasoned accounting professional with 30+ years of experience in financial management, accounting, and finance.
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Location
Burbank, California, United States, US
Skills
  • Account Reconciliation
  • Financial Statements
  • Accounts Receivable
  • Accounting
  • Cash Flow
  • Show all
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Bio

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Bob Katkowski is a seasoned accounting professional with over 30 years of experience in financial management, accounting, and finance. He has worked in various roles, including Controller and Assistant Controller, and has expertise in accounting, budgeting, cash flow, and auditing. He holds a Bachelor of Science degree in Accounting from the University of Rhode Island and has passed the CPA examination. With a strong background in financial management, Bob has worked in multiple industries, including construction, development, and finance. He has experience with financial statement preparation, budgeting, cash flow management, and auditing, and has worked with various financial institutions to ensure timely recognition of fee income, gains, and losses from partnerships. Bob is a licensed insurance professional with a Securities License Series 6 and 63, and has worked in the insurance industry, selling insurance products and mutual funds, as well as variable annuities.

Experience

  • Primerica, Inc.
    • District Leader
      • May 2010 - Present

      Sales of insurance productsSales of mutuals funds, IRA's, varaible annuitiesLife licensed in the State of CaliforniaSecurities License Series 6 and 63

  • MCC Realty Management, Inc
    • Controller
      • Jul 2008 - Dec 2009

      Responsible for all accounting functions for an existing commercial retail center and a commercial center currently being redeveloped. Also responsible for all accounting functions for two retail stores locatedwithin one of the centersDuties included preparation of monthly loan draws, monthly GAAP basis financial statements, cash flow projections, annual property management budgets and CAM reconciliations

  • The Kor Group
    • Project Controller
      • Apr 2006 - May 2008

      Supervised staff of one junior accountant and two clerksResponsible for all accounting functions for multiple residential construction projects in downtown Los AngelesDuties included preparation of monthly loan draws for multiple projects, preparation of monthly GAAP basis financial statements and annual audited financial statements, cash flow projections and miscellaneous special projects.Worked closely with various financial institutions to resolve any issues related to construction cost budgets.

  • Taslimi Construction Company, Inc
    • Accounting Manager
      • Jan 2004 - Mar 2006

      Supervised staff of two clerksResponsible for processing subcontractor applications for payment, reconciling vendor statements and responding to inquires.Preparation of certified payroll reports for certain projectsAssist in the collection of delinquent accounts receivable.

  • Fred K. Anderson & Sons, Inc
    • Controller
      • Jun 2000 - Dec 2003

      Supervised staff of two clerks.Responsible for monthly financial statement preparation, construction job costing, cash management, weekly payroll processing, quarterly and annual payroll and sales tax returns.Responsible for 401(k) and profit sharing plans.Prepared annual accounting work papers for submission to outside CPA's.

  • EJM Development Company
    • Controller
      • Jul 1999 - Jan 2000

      Supervised staff of nine accountants and clerks.Responsible for quarterly financial statement preparation, construction job costing and property management reports, construction loan draws, cash management and tax projections.Supervised the preparation of construction and operating budgets. Ensured that staff was adequately trained .Worked with financial institutions to satisfy reporting requirements.

  • Lowe Enterprises, Inc.
    • Assistant Controller
      • Nov 1987 - Jul 1999

      Supervised staff of five accountants.Responsible for month-end close and financial statement preparation, job costing and property management reports, construction loan draws, cash management and tax projections.Assisted in the preparation of construction and operating budgetsWorked closely with the corporate accounting group to ensure the timely recognition of fee income, gains and losses from partnerships, and other accounting issues.Worked extensively with property managers, construction superintendents and various financial institutions.

  • JARIC Developers
    • Project Analyst
      • Jan 1985 - Oct 1987

      Responsible for the preparation of feasibility studies in connection with the acquisition of properties for development.Prepared construction and operating cash flow budgets for projects under development.Prepared financing proposals and monthly construction loan draws.

  • Bren Investment Properties
    • Assistant Controller
      • May 1983 - Oct 1984

      Supervised staff of three accountants.Prepared monthly job cost reports and cash flow projections.Prepared monthly budget variance reports and assisted in the preparation of corporate and partnership income tax returns, payroll tax returns, and miscellaneous other reports.

  • Russell Heating & Air Conditioning Co., Inc
    • Controller
      • Jul 1979 - May 1983

  • Jack Kaplan
    • Staff Accountant
      • Jun 1977 - Jul 1979

  • Irving Fineman, PA
    • Staff Accountant
      • Nov 1975 - May 1977

Education

  • University of Rhode Island
    Bachelor of Science, Accounting

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