Joseph C. Schak, CPA

Controller at JOHN KENO & COMPANY, INC.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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5.0

/5.0
/ Based on 2 ratings
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Keith Heuberger

I have known Joe for almost 20 years. I have had the opportunity to work with him. Joe knows accounting inside and out and has a solid grasp of his industry. He is a hard working business professional who is personable, reliable and always willing to help.

James Brannan, LEED AP

Joe provides a high level of accounting related work for general contracting projects. Having worked with him on a phased $14M retail center development, Joe performed all of the accounting functions with accuracy and promptness allowing for timely payments and disbursements. I highly recommend Joe's work.

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Credentials

  • Registered Certified Public Accountant, IL
    Illinois Department of Financial and Professional Regulation

Experience

  • JOHN KENO & COMPANY, INC.
    • United States
    • Construction
    • 1 - 100 Employee
    • Controller
      • Jan 2016 - Present

      Diversified/specialty construction firm providing clients with a wide array of construction services including earthwork/excavation, erosion control, demolition, site utilities, drainage, and marine work • Responsible for monthly preparation of financial statements • Review/update all aspects of accounting transactions, systems, policies & procedures • Design of new reporting & procedures for use by Operational and Accounting staff for more efficient use of resources • Assist in development of new procedures & processes as they relate to current ERP system as well as possible transition to new system • Maintenance/update of company certifications at Federal, State and Local level • Preparation/reporting of client prequalification statements as needed for use by private contractor clients, as well as public entity clients • Assist in final compilation of bid proposal packets for public/private bidding opportunities • Coordinate annual examination with external auditors • Manage two direct reports, shifting responsibilities as needed

  • Kratos Public Safety & Security Solutions, Inc.
    • United States
    • Security and Investigations
    • 1 - 100 Employee
    • Regional Project Accounting Manager
      • Dec 2013 - Dec 2015

      • Management of all contractual financial accounting functions for Midwest region ($14M annual revenue) covering Illinois, Wisconsin, Iowa, Kansas, Minnesota, Michigan, Indiana, Ohio, Kentucky, and Canada project sites • Responsible for monthly preparation of financial statements for Midwest region • Review all aspects of regional accounting transactions for compliance with Sarbanes-Oxley Act • Assist in education and implementation of construction-based accounting of projects, techniques, and tools to achieve maximum efficiency • Design of new reporting for use by Operational and Accounting staff for more efficient use of resources between operations and accounting staff as they relate to a construction-based environment • Assist in development of new procedures & processes as they relate to current ERP system as well as transition to new system in the coming year • Manage four direct reports, shifting responsibilities as needed

  • United Service Companies, Inc
    • Manager, Financial Planning & Analysis
      • Dec 2012 - Dec 2013

      • Assist in monthly preparation of Company’s financial statements for all business unit entities ($100M annual revenue range) • Management of all contractual financial aspects of large-scale maintenance/custodial services project ($20M annual revenue). Includes processing/analyzing costs, maintenance/analysis of daily manpower costs, preparing client billings, reviewing subcontractor billings/payouts, and collecting/following up on aged accounts receivable with client • Assist in developing/maintaining company-wide project budgeting process • Prepare various financial analyses on special projects as needed • Manage two direct reports, shifting responsibilities as needed

  • RTM & Associates, Inc.
    • Controller
      • May 2012 - Dec 2012

      • Responsible for all aspects of Company’s financial accounting for $5M revenue range, including preparation of monthly/quarterly/annual financial statements • Coordinate annual external audit • Advise on creating/updating internal controls and documentation of accounting policies & procedures • Process payroll; evaluate vendor proposals for outsourcing payroll • Ensure accurate accounting/recording of transactions related to annual tax return preparation • Manage two direct reports

  • Pepper Construction Company
    • United States
    • Construction
    • 1 - 100 Employee
    • Senior Project Accountant
      • Nov 1999 - Jun 2012

      • Assist in month-end close process including review of estimated project costs-to-completion (for preparation of financial statements) • Monthly review/analysis of various general ledger accounts’ activity and reconcile to annual budgets; assisted in annual budget preparation • Monthly review/analysis of cash flow/position of all Chicago office construction projects • Management & review of project accountants’ work, authorization of client invoicing, management of project accountant responsibilities, and training of newly-hired staff and interns • Management of all contractual financial aspects of large-scale construction projects (overall personal responsibility $100M to $200M range in revenue). Includes processing costs, preparing client billings, reviewing subcontractor billings/payouts/insurance/waivers of lien, and collecting/following up on aged accounts receivable with clients • Active in committee to design/test/implement billing system for use in preparing company-wide client billings • Participated in committee to design/test/implement new system for reviewing subcontracts/change orders and their electronic transfer from job control system to accounting system • Involved in committee to test/implement new system for electronic document management • Manage three direct reports, shifting responsibilities and project responsibilities as needed

  • Benjamin & Birkenstein, PC
    • United States
    • Accounting
    • Staff Accountant
      • Jun 1998 - Nov 1999

      • Performed various responsibilities as staff on audit and review engagements, annual and monthly compilations • Assisted in engagement planning and coordination • Prepared tax returns for various types of clients (corporate, partnership, and individual returns) • Performed various responsibilities as staff on audit and review engagements, annual and monthly compilations • Assisted in engagement planning and coordination • Prepared tax returns for various types of clients (corporate, partnership, and individual returns)

  • Gleeson Sklar Sawyers & Cumpata
    • United States
    • Chemical Manufacturing
    • Staff Accountant
      • Dec 1996 - Apr 1998

      • Performed various responsibilities in the Accounting and Auditing (A&A) Group (Staff on audit and review engagements, annual and monthly compilations) • Assisted in engagement planning and coordination • Prepared tax returns for various types of clients (corporate, partnership, and individual returns) • Performed various responsibilities in the Accounting and Auditing (A&A) Group (Staff on audit and review engagements, annual and monthly compilations) • Assisted in engagement planning and coordination • Prepared tax returns for various types of clients (corporate, partnership, and individual returns)

  • Berg DeMarco Lewis & Sawatski
    • Intern
      • 1995 - 1995

      Summer internship, Accounting & Auditing group Summer internship, Accounting & Auditing group

Education

  • Northern Illinois University
    B.S., Business, Major: Accountancy
    1991 - 1995
  • Holy Cross H.S.
    Diploma, General
    1987 - 1991
  • St. Giles School
    Diploma, General
    1977 - 1987

Community

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