A d a m K e s s l e r, M B A
** * * * * s t M i s s o u r i Av e n u e
Phoenix, AZ 85013
****.*******@***.***
602-***-**** Home or 602-***-**** Cell
Professional Profile
M.B.A. graduate with record of success in finance, accounting, information technology and team management -
Creative problem solver with the ability to analyze business, resolve conflict, improve morale and consistently exceed goals
Experience
CHRYSALIS SHELTERS FOR VICTIMS OF DV Phoenix, AZ
Chief Financial and Information Officer October 2008 – May 2009
Report to the Executive Director and the Financial Committee of the Board of Directors
Oversaw the processing and accounting for revenue and expenditures by program; ensured accuracy, completeness,
and compliance with agency, local, state and federal requirements, and standard accounting and audit procedures
Interpreted and analyzed financial operations and transactions, forecasts trends, and developed special complex
reports and analysis for management and funding agencies; made recommendations for asset utilization &
expenditure control
Designed complex accounting and database applications and balances and maintains ledgers for the automated
financial management system
Supervised finance, information technology and other administrative staff
Prepared and assisted independent auditors with interim and year-end audits
Oversaw the preparation of grant proposals, to include budget preparation and interpretation of funding agency
regulations and requirements; reviews proposals for compliance with policies, regulations, procedures, and
facilitated documentation requirements for compliance with policies, regulations, procedures, and facilitated
documentation requirements
Guided and facilitated the research of funding opportunities for the agency, maintains data on funding sources
Direct supervision of Retail Manager, IT Manager and Financial Manager
PEROT SYSTEMS Phoenix, AZ
IT Financial Support Team Leader February 2007 – September 2008
Business Analyst responsible for requirements gathering, change management, documentation on the system,
system changes, and project work for a large health care organization financial and account payable suite for
Lawson enterprise software
Designed new IT Solutions that improve the business efficiency and productivity through process change and IT
system changes
Created and developed customized reports as per the customers’ needs and requirements in Lawson.
Managed implementation cycle of new software and upgrade of environment and application of current software.
Supported on-call all production of financial, accounts payable and budget applications one week a month
Supported Lawson 8.1applicaiton and 8.03 environment, ImageNow and SRC (owned by SAP/Business Objects)
PHOENIX CHILDREN’S HOSPITAL Phoenix, AZ
Financial Applications Manager November 2004 – February 2007
Developed a liaison business relationship with directors and dept. managers in IT and Finance supporting Lawson
Financial (8.03), Crystal Reports, and Business Objects
Converted from Banner and implemented the Lawson activity module to track capital expenditures, research
projects and grants
Programmed, created and managed various standard and customized reports in Lawson, and Crystal Reports
Participated in the creation of the following financial reports: Income statement for monthly financial board -
Monthly general ledger journal voucher preparation - Monthly payroll bank account reconciliation
Acquired extensive experience in Strategic Planning, Forecasting/ Trend Projection, Investment Strategies, ROI
Maximization, Budget Administration, Capital Project Analysis, Cash Flow Analysis/ Management, and Business
Plan Development
BANNER HEALTH Phoenix, AZ
Financial Reporting Manager November 1997 –November 2004
Responsible for creation, preparation and accountability of various financial documents and reports on a monthly
basis using Lawson Financial, Crystal Reports and Hyperion Essbase
Prepared and managed financial package for board of directors
Trained and mentored new analysts
Installed and trained staff on new financial software
Financial Analyst
Worked effectively with senior level management
Monitored variance reporting statements for all lines of services and accounting units
Managed monthly payroll bank account reconciliation for entire system
Worked with the conversion to Lawson Financial Application suite
Senior Accountant (Samaritan Health System)
Budget preparation for regional hospital and clinics
Accounting and Financial reporting of city ownership
Developed reports with D&B financial applications
Staff Accountant (Laboratory Sciences of Arizona)
Prepared income statement for monthly financial board report
Managed fixed asset system for sale of equipment on sold facility & new corporate office
Reconciled monthly for accounts payable and depository accounts
Analyzed and prepared asset management system
Documented and tracked all assets for divested satellite facility
Education
- Masters of Business Administration. – University of Phoenix Phoenix, Arizona August 2002
Emphasis in eBusiness
- Bachelor of Science in Business Kenosha, Wisconsin August 1997
University of Wisconsin - Parkside
Management and Political Science with
Concentrations in Accounting and
Administration of Justice
Skills Summary
- Department and Company - Financial Accounting - Microsoft Products
Management - Problem Resolution (Advanced in Word, Excel,
- Presentation Skills - Project Management Project, PowerPoint)
- Multi-tasking and Organization - Visio Flowchart Software - Seven years of Lawson
- Training and Development - Multiple Operating Systems experience overall
- Analytical - Custom Report Development - Two years of Lawson report
- Excellent verbal and written experience using a Scorecard, development skills
communication skills. Crystal Reports, Hyperion, Data - Database Management
cube and Lawson - Excellent computer skills