Financial Consultant
Resume:
Tom Votava
Santa Barbara, CA
********@*****.***
EDUCATION
Master of Technology Management (MTM) UC Santa Barbara June 2017 Intense, pioneering curriculum focused on leading people, products, and processes for technology- and innovation-driven organizations. Experiential learning with local companies, market validation, branding, decision analysis. Bachelor of Arts, Accounting Concordia College July 2011 TECHNICAL AND BUSINESS SKILLS
Applications: Sage 100, Sage X3 Enterprise Management, Sage Intelligence Reporting, Connectwise, Slack, Yardi, MRI, Microsoft Word, Excel, PowerPoint, Peoplesoft Finance, Trello, Crystal Reports, Ultra Tax, Quickbooks, Windows 10
Business Skills: ERP Software, financial reporting & analytics, accounting, product & market validation, project management, cross-functional team management, problem solving, communication skills WORK EXPERIENCE
ERP Consultant Aug. 2018 – Present
Walpole & Co, LLP SANTA BARBARA, CA
• Responsible for implementation and testing of Sage X3 ERP software.
• Assisted with setting up financial reports, journal postings, and AP/AR configurations to ensure a swift transition from Sage 100 to X3.
• Created process documentation and user-training guides to help clients become familiar with new software functions.
• Analyzed customer data in production system to address daily business needs of our clients.
• Regularly communicated with the CFO, controller, and senior management to ensure their business needs were being met.
• Troubleshooting of issues related to financials, orders, invoices, stock, customer data, user access, and payment processing.
• Maintained internal service board with open tickets of work being performed for clients. Property Accountant Nov. 2017 – Feb. 2018
Mosser Companies SAN FRANCISCO, CA
• Ensures the integrity of financial statement information by adhering to defined month end processes and controls.
• Efficiently utilizes software and analytical thinking to analyze costs and outliers in the financial statements. Assists in the assessment of internal controls, including risk assessments and reviews of risk areas. Business Analyst Feb. 2015 – Apr. 2016
Thorsen, Breidinger & Novak, P.A. MINNESOTA
• Maintained 99.9% server and desktop uptime across multiple platforms, by keeping software and hardware up to date, working closely with outside service providers, managing systems upgrades, and troubleshooting technical problems.
• Solved customer service and internal issues and minimized surprises through effective oral and written communication.
• Prepared and analyzed financial statements to give clients a clearer understanding of their business model.
• Substantiated client tax and audit details to minimize payments, amendment filings, and audit inquiries.
• Prepared corporate and individual tax returns to maximize refunds or minimize payments.
• Processed quarterly federal and state payroll taxes to meet filing deadlines and avoid penalties. Real Estate Accountant Dec. 2011 - Jul. 2014
CBRE MINNESOTA
• Executed month-end closing activities (journal entries, account reconciliations, analytics/reporting), which required the use of complex, formula-driven Excel documents.
• Prepared documents for audit and worked with internal and external auditors to resolve reporting inquiries.
• Closely followed internal client accounting policies and procedures as well as GAAP.
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