Human Resources Management

TOM BASTIN, CPA, MBA, CGMA

Senior Financial Professional

ANALYTICAL ● PROBLEM SOLVER ● ● QUALITY-DRIVEN

ORGANIZED

SUMMARY OF QUALIFICATIONS

• Self-starter with extensive experience in financial analysis, budgeting, forecasting, problem solving

and project management with the ability to communicate effectively in cross functional assignments.

• Excel at setting up management reporting systems, automating systems to improve efficiency and

timeliness in the flow of data, and driving the use of technology to achieve process improvement.

• Project managed various cross functional initiatives, including participation on teams to arrive at

root causes.

• Technical skills include MS Word, Outlook, Access, Excel, PowerPoint, SAP, and Oracle databases.

• BS in Finance. Enhanced skills by acquiring an MBA, CPA and CGMA.

CAREER ACCOMPLISHMENTS

• Developed and implemented a wage incentive program that reversed a company loss from $356,000

to a profit of $400,000 in one year.

• Streamlined procedures for a consulting firm that trimmed administrative costs by 20%.

• Successfully automated a paper time and attendance system for 2,800 hospital employees operating

on vastly different work rules, reducing 1.5 full-time head counts in human resources.

• Implemented a new client server/HRIS system that automated and integrated human resources into

other company systems, reducing unnecessary and redundant paperwork.

• Consolidated a payroll process that saved $40,000 annually.

PROFESSIONAL EXPERIENCE

Accounting Consultant

09/2013-06/2014

Tom Bastin, CPA, MBA, CGMA, Accounting Consulting Services

• Designed and implemented recommendations for two consulting engagements for operation

improvements, budgeting, unclaimed property, regulatory reporting, general ledger closings; documented

policies and procedures.

Senior Financial Analyst / Accounting Manager / Budget Manager 06/1986-12/1996 & 07/2008-12/2012

St. Francis Hospital Beech Grove, IN

St. Francis has been designated a Top 100 Hospital in the U.S.; St. Francis is now part of the Franciscan St.

Francis Healthcare System, one of the largest healthcare systems in Indiana.

• Led a staff of 11 in payroll, accounts payable, mailroom, cost accounting and general ledger, managed all

of the hospitals’ financial reporting and control functions, management reporting, project accounting and

reconciliations.

• Created cost accounting system that identified financial outliers, enabling management to eliminate

inefficient services and emphasize higher profit services.

• Submitted Kaizen continuous improvement initiatives that automated processes such as reconciliation of

bank and patient reimbursement accounts.

• Built a forecasting model for a new $35 million South Campus Complex to provide benchmarks to keep

expenses and services on budget.

Adjunct Instructor 06/2006-12/2013

ITT Technical Institute Indianapolis, IN

The ITT Technical Institutes are a leading private college system focused on technology-oriented fields of

study; currently there are over 140 Institutes in 38 states.

• Teaching evening classes in Accounting, Financial Reporting, Cost Accounting, and Economics.

Senior Accountant

12/2007-05/2008

ATA Airlines

Indianapolis, IN

ATA Airline, Inc. was an American low-cost schedules service and charter airlines. ATA operated schedules

passenger flights throughout the US mainland and Hawaii, as well as military and commercial charter

flights around the world.

• Provided cost accounting for handling, landing, and other related costs to airplanes landing and departing

various airports around the world. Managed various data bases, provided reports and journal entries for

management.

Financial Planner / Advisor 05/2003-12/2007

Horizon Planning Group / Prudential Financial Indianapolis, IN

Horizon is a wealth management consulting firm with innovative tools such as The Living Balance Sheet® to

help achieve desired asset growth.

• As a licensed stockbroker and insurance agent, provided consulting and products to help clients achieve

their desired personal and business financial goals.

• Consistently met or exceeded client expectations and sales objectives.

Director, Financial Management and Development 03/2001-11/2002

Financial Technologies & Management Indianapolis, IN

Financial Technologies & Management is a full service software technology and financial management CPA

firm that assists nonprofits, schools, and religious organizations to improve their financial operations.

• Led the CFO/Controller consulting engagements for numerous clients such as the United Way, the Red

Cross, and many of the state and local Economic Development Corporations.

• Assisted with grant funding including preparation of requests and setting up the financial controls to

manage grants.

Controller 01/1999-01/2001

Stoops Nationalease Indianapolis, IN

Stoops Nationalease is the truck, utility trailer and RV rental and leasing company operated by Stoops

Freightliner, one of the largest truck dealers in North America.

• Took over a rapidly growing start-up and created the operational, accounting and management reporting

systems to provide the structure for rapid growth.

• Constructed a web-based system to manage truck equipment inventory from multiple locations in the

Midwest.

• Established procedures and controls to manage the three-fold growth in assets, and a 547% increase in

profitability.

ADDITIONAL EXPERIENCE

• Vice President of Finance, Mainscape, Indianapolis, IN 1998

• Chief Financial Officer, Advance Tek (Grant & Contract Management), Indianapolis, IN 1997-1998

• St. Francis Hospital, Beech Grove, IN 1986-1996

EDUCATION AND TRAINING

Master of Business Administration

UNIVERSITY OF INDIANAPOLIS Indianapolis, IN

Bachelor of Science, Finance

INDIANA UNIVERSITY, SCHOOL OF BUSINESS Bloomington, IN

Certified Global Management Accountant (CGMA)

02/2013

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