Holly Bretzius

Holly Bretzius

Graduate Assistant

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location of Holly BretziusBirdsboro, Pennsylvania, United States

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  • Timeline

  • About me

    Chief Financial Officer - Brodie Generational Capital Partners, LLC

  • Education

    • Wilkes University

      1996 - 2000
      Bachelor's Degree Accounting
    • Wilkes University

      2000 - 2001
      Master of Business Administration (M.B.A.)
  • Experience

    • Wilkes University Small Business Development Center

      Jun 2000 - May 2001
      Graduate Assistant
    • PricewaterhouseCoopers

      Oct 2001 - Apr 2003
      Experienced Associate

      * Performed quarterly reviews of interim financial statements, audits of year-end financial statements and related Form 10-K filings including detail testing, analytical procedures, ratio analysis and inquires for clients including Avaya, Inc., Dow Jones Reuters Business Interactive, LLC (d/b/a Factiva), UReach Technologies, Inc., IPG-Foote, Clone and Belding and Croda, Inc.

    • Philadelphia Insurance Companies

      Apr 2003 - Aug 2007

      * Championed customer service and adherence to collection policies.* Streamlined processes and reports to reduce time and costs. * Implemented Sarbanes-Oxley Act of 2002.* First hire in new department after the Director.* Developed department policies and procedures with Director and Manager.

      • Accounts Receivables Supervisor

        Dec 2004 - Aug 2007
      • Internal Auditor

        Apr 2003 - Dec 2004
    • University of Pennsylvania Health System

      Aug 2007 - Dec 2009
      Accounting Supervisor

      * Partnered with CPUP Finance Directors and Team to fully understand consolidated and departmental income statements and balance sheets on a monthly basis.* Calculation of the 4 Step Methodology for contractual adjustments, allowance of doubtful accounts and charity care.* Delivered necessary reports and data to other health system entities.

    • Penske Truck Leasing

      Dec 2009 - Jul 2014

      * Championed numerous LEAN projects,* Collaborated with US and India team members on process development,* Encouraged employee advancement.* Leveraged account reconciliations to address issues. * Enhanced accrual calculations and processes.

      • Accounting Manager

        Nov 2011 - Jul 2014
      • Senior Financial Analyst

        Dec 2009 - Nov 2011
    • Quaker Maid Meats

      Jul 2014 - Aug 2019
      Controller

      * Empowered and trained team to make decisions in their roles; general accounting, accounts receivable, accounts payable, order entry, sales trade promotions, broker commissions, T&E, temporary employee management and consumer correspondence.* Communicated with internal and external stakeholders on process and policy changes.* Slashed overtime and check printing volume by implementing process efficiencies. * Implemented annual training for team.* Evaluated product cost, profit margin and budget fluctuations.* Teamed up with various departments to ensure cross-communications on new products.* Organized annual physical inventory.* Oversaw all audits. Show less

    • Purolite Corporation

      Jan 2020 - Mar 2022
      Director of Finance - Americas
    • Brodie Generational Capital Partners, LLC

      Apr 2022 - now
      • Chief Financial Officer

        Jan 2023 - now
      • Senior Director of Finance

        Apr 2022 - Jan 2023
  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      New Jersey State Board of Accountancy
      Jul 2012
    • Six Sigma Green Belt

      Penske Truck Leasing
      Feb 2013
    • Mergers and Acquisitions

      Wharton Executive Education
      May 2022
      View certificate certificate
  • Volunteer Experience

    • Treasurer

      Issued by Hay Creek Valley Historical Association
      Hay Creek Valley Historical AssociationAssociated with Holly Bretzius
    • Treasurer

      Issued by St. Paul's United Church of Christ (Birdsboro, PA)
      St. Paul's United Church of Christ (Birdsboro, PA)Associated with Holly Bretzius
    • Mission Birdsboro 5K Chairperson and Race Director

      Issued by St. Paul's United Church of Christ (Birdsboro, PA)
      St. Paul's United Church of Christ (Birdsboro, PA)Associated with Holly Bretzius
    • Treasurer

      Issued by Plowville Athletic Assoication on Apr 2022
      Plowville Athletic AssoicationAssociated with Holly Bretzius