Business Intelligence Project Manager

Al Balmaseda *******@*****.*** c. 224-***-****

CFO, Financial Director, and Project Manager

MBA, MPA, MSBA

Next-generation business productivity and efficiency. MAJOR ACCOMPLISHMENTS

• Led and trained financial teams of up to 70 people, structuring, and improving the organization.

• Effective problem-solving through strategic, financial, and business intelligence analysis.

• Successfully led full cycle implementations of ERPs (Sage 500, Acumatica, Dynamics 365, Syspro, etc.), including restructuring the Financial/Administrative/Operations Departments, fully trained and managed staff.

• Greatly improved budgeting procedures and software solutions for multiple companies and organizations.

• Improved procedures, structure, speed, and availability of information in every organization/company. AREAS O F E XPERTISE

Leadership & Team Management Budgeting & Financial Modeling Grant Reporting & Writing ERPs & Software Implementation Mergers & Acquisitions Data Analytics & Mining IT Management Financial Reporting Payroll & Compensation Corporate Accounting & Consolidations Business Planning and Analysis Private Equity Funding and Fees Statistical Analysis & SQL Queries Variation Analysis Process Design & Improvement Business Intelligence Team Building Advanced Excel: Macros, etc. Project Management Data Warehousing & Management GAAP compliance AP/AR/Treasury/Controllership Internal and External Auditing Portfolio / Investment Analysis E X P E R I E NCE – RECENT

Milwaukee Public Schools (Education) 9/22-6/24

Financial Director 6/23-6/24

Plan, direct, and supervise the Financial Services Department identifying and improving several issues with the district’s accounting systems, reporting, and FP&A processes. Led a staff of 70.

• Improved accounting systems, procedures and SOPs.

• Generated ACFR, State, Federal, and other financial reports and improved their automation and accuracy.

• Led the identification and implementation of process improving software tools and modules for the district’s ERP. Budget Consultant (Robert Half, Contract) 9/22-6/23 Worked with MPS’s budgeting team and BusinessPlus to complete their preliminary $1.5 billion budget preparation, and published presentation.

• Advised on budget, and process improvement.

• Allowed the district to produce their budget publication by updating budget reporting procedures. DocCafe Group/Aya Healthcare (Saas) 6/21-9/22

Financial Director (CFO equivalent)

Management of the company’s financial, HR and IT departments. Strategic business and financial planning and analysis. Fully implemented Acumatica ERP, and MS 365, including training. Also worked with Oracle Fusion.

• Selected and implemented, the best ERP and CRM in the market for the company, and fully trained all staff.

• Improved processes through software implementations as well as by creating tools to aid those processes.

• Created a new financial structure to allow for better reporting and information management processes.

• Helped the company through the acquisition and merger process so Aya Healthcare could buy the company. Palmyra-Eagle Area and Geneva J4 School Districts (Education) 3/19-6/21 Chief Financial Officer / COO / CIO

Management of the school business area: Government grants, Finance & Reporting, IT, Transportation, Food Service.

• Established goals, policies, procedures, budgetary controls, grant reporting and recovery as well as strategic guidance, planning and analysis for the school district.

• Improved processes and procedures with financial and risk management best practices. Al Balmaseda *******@*****.*** c. 224-***-****

O THER CONSULTING

Consulting CFO (Contract) Digigrated (Printing) 2023

• Helped design and implement Acumatica for a marketing, printing and HR consulting firm. Financial Implementation Consultant Kensium Solutions LLC (SaaS) 2022

• Obtained all certificates for Acumatica’s financial management modules, implementation consultant, and payroll. Financial Processes Consultant SWIB (State Government) 2017

• Created an Excel program/model with macros to manage their $8 billion private equity portfolio. Financial Modeling Consultant TriLinc Global (Private Equity) 2017

• Created a model projecting the performance for the next 5 years for their 250M AUM investment fund. PRI O R E X P E R I ENCE

Financial Planning, Analysis, and BI Manager Unilever (Manufacturing) 4 years

• Improved reporting, controls, and efficiency in the distribution of internal information, consolidated 8 countries in Latin America, developed business intelligence, conducted internal audits, and helped implement Sage 500. Financial and Operations Director PAO International (Manufacturing) 6 years

• Managed the company’s financial and IT departments, as well as the operations, implemented SAP B1. Financial Planning, Analysis, & BI Systems Manager World Council of Credit Unions (Non-profit) 2 years

• Improved flow of information to HQ from multiple countries, implemented expense reporting tool and full budget solution as well as creating a new chart of accounts and cost centers to consolidate company’s in the group, have better control of their grants from USAID and several other donors. Fully restructured their chart of accounts and cost centers structure.

VP of Finance & IT Congruex/White Construction (Construction) 1.5 years

• Managed financial and IT departments, implemented ViewPoint’s ERP and fully trained staff in its usage. Business Founder and Managing Director Acti-Kare of Dane County 1 year

• Started an in-home care services company for the elderly and people with disabilities, grew the business to the point where it was breaking even.

COMPUTER SKILLS

• ERPs and accounting: Acumatica, SAP B-1, Sage, Dynamics (SL, 365, GP), Oracle, Viewpoint, QuickBooks, etc.

• BI tools, Tableau, Impromptu, Power BI, SAP Business Objects, Oracle PL/SQL.

• Database mgmt., and statistical Programs including RapidMiner, R and S (Data Analytics), Hadoop, IBM-SPSS, Microsoft SQL SM Studio, MS/SQL, etc. Visual Basic programming and application development, macros.

• Office Word, Excel (Expert), Access, Power Point. E DUCATION

• MBA - Master of Business Administration (AACSB Accredited), U. of Wisconsin GPA 3.78 May 2016

• MPA - Master of Public Administration (NASPAA Accredited), U. of Illinois. GPA 3.94 Jun 2013

• MSBA – Master of School Business Administration. U. of Wisconsin. GPA 3.8 Dec 2019

• Graduate Certificate in Data Analytics, U. of Wisconsin

• Graduate Certificate in the Management of Nonprofits, U. of Illinois at Springfield.

• BBA - Bachelor’s in Business Administration (Major: Finance), Ibero-American University L ANGUAGES: F l u e n t i n English & Spanish, basic understanding of French & Italian.

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