
Holly Bretzius
Graduate Assistant

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About me
Chief Financial Officer - Brodie Generational Capital Partners, LLC
Education

Wilkes University
1996 - 2000Bachelor's Degree Accounting
Wilkes University
2000 - 2001Master of Business Administration (M.B.A.)
Experience

Wilkes University Small Business Development Center
Jun 2000 - May 2001Graduate Assistant
PricewaterhouseCoopers
Oct 2001 - Apr 2003Experienced 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 2007Internal Auditor
Apr 2003 - Dec 2004

University of Pennsylvania Health System
Aug 2007 - Dec 2009Accounting 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 2014Senior Financial Analyst
Dec 2009 - Nov 2011

Quaker Maid Meats
Jul 2014 - Aug 2019Controller* 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 2022Director of Finance - Americas
Brodie Generational Capital Partners, LLC
Apr 2022 - nowChief Financial Officer
Jan 2023 - nowSenior Director of Finance
Apr 2022 - Jan 2023
Licenses & Certifications

Certified Public Accountant (CPA)
New Jersey State Board of AccountancyJul 2012
Six Sigma Green Belt
Penske Truck LeasingFeb 2013- View certificate

Mergers and Acquisitions
Wharton Executive EducationMay 2022
Volunteer Experience
Treasurer
Issued by Hay Creek Valley Historical Association
Associated with Holly BretziusTreasurer
Issued by St. Paul's United Church of Christ (Birdsboro, PA)
Associated with Holly BretziusMission Birdsboro 5K Chairperson and Race Director
Issued by St. Paul's United Church of Christ (Birdsboro, PA)
Associated with Holly BretziusTreasurer
Issued by Plowville Athletic Assoication on Apr 2022
Associated with Holly Bretzius
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