Process Improvement Business Partner

Bryan Schmidt, CPA 224-***-**** **************@*****.***

White Bear Lake, MN www.linkedin.com/in/bryan-schmidt99/ FINANCE & ACCOUNTING LEADER CONTROLLER –

PROCESS IMPROVEMENTS

Strategic Business Partnerships — Process Improvement & Automation — Team Building & Leadership Energetic, strategic leader who builds best-in-class finance teams, systems, and processes for maximum organizational agility. Business partner adept at creating internal alliances, establishing fruitful vendor relationships, and rallying teams to embrace change. Strong background in technology implementations, cloud migrations, and integrations. Process Improvement: Led eight initiatives that generated $800K in annual savings and eliminated hundreds of labor hours via automation, process reengineering, and technology optimization solutions. Strategic Planning & Execution: Directed award-winning design of fully integrated, end-to-end finance and accounting ecosystem that transformed business operations, reporting, and service levels. Stakeholder Engagement: Earned executive-level buy-in and gained cross-functional alignment for new processes, tools, and systems that transformed finance operations and modernized the workplace. Key Competencies & Areas of Expertise

Strategic Planning & Execution

Complex Project Management

Executive Collaboration

Cloud Migrations

Technology Implementations

Vendor & Stakeholder Relations

Contract Development & Negotiations

End-User Support & Training

Audit Preparation & Management

Process & Procedure Development

Budget Development & Reporting

Staff Training & Development

PROFESSIONAL EXPERIENCE

Ascent Financial Solutions Friesno, CA 2024-present Financial Advisor

Business Associate 2024-present

Provide financial planning: Understanding unique goals, risk tolerance and creating a financial road map

Manage investments: Management of the client’s investment portfolio and offering suggested improvements

Assist with budgeting and cash flow management

Insurance planning and recommending appropriate coverage to protect the client from financial loss

Debt management and develop strategies to manage and pay down debt Home flipper White Bear Lake, MN 2024-present

Flipping houses for profit

Results-driven real estate investor specializing in the acquisition, renovation, and resale of residential properties. Proven ability to identify undervalued properties, efficiently manage renovations, and maximize profitability through strategic improvements and market analysis. Adept at all phases of the flipping process. Colonial Life Minneapolis, MN 2023

National Insurance Agency

Agency Development Manager 2023

Individual and Group Sales including personal and team production:

Recruit, select, train and develop Sales Representatives to represent Colonial Life in the transaction of business.

Build customer relationships and respond to customer needs and concerns.

Efficiently presents company products and sales materials and supports team efforts. Bryan Schmidt, CPA 224-***-**** **************@*****.*** White Bear Lake, MN www.linkedin.com/in/bryan-schmidt99/ YWCA of Minneapolis Minneapolis, MN 2022-2023

Nonprofit company governed by a board of directors serving thousands of members in the leisure and fitness industry. Vice President of Finance 2022–2023

Oversee 7-member department including financial reporting, budgeting, variance analysis, payroll, accounts payable, tax filing, and external audits. Lead technology optimization and process improvement initiatives.

Implemented power bi report saving 700 hours annually of staff time regarding site reconciliations.

Implemented Outlaw contract and grant management system centralizing reporting of each.

Implemented Kanverse AP automation system saving 1900 labor hours annually.

Monthly prepare operating cash flow analysis for senior management.

Standardized accounting operations including monthly close tracker, account responsibility and account reconciliations.

Responsible for development and management of department budget & strategic guidance. UNITE HERE HEALTH Aurora, IL 1998–2022

Nonprofit health benefits provider with $620M+ in funds governed by a board of trustees and serving 225K union members and dependents in the hospitality, food service, and gaming industries. Controller/Process Improvement Director 2013–2022 Oversee 10-member department including financial reporting, budgeting, variance analysis, payroll, accounts payable, tax filing, and external audits. Lead technology optimization and process improvement initiatives. Manage financial analysis, reporting, and presentation to drive decision making. Develop $49M operating budget for management and board approval. Serve as treasurer and secretary Hospitality Rx, UNITE HERE HEALTH’s pharmacy benefits management service, and Liberty Commons, a real estate development holding company.

Spearheaded enterprise-wide integration of multiple critical applications into Sage Intacct and led cloud migration to win the 2019 Sage HERO award (out of four nominees selected from a base of 12K customers).

Delivered cutting-edge accounts payable automation solutions as one of Yooz’s first US customers adopting a paperless process that enabled rapid approvals.

Orchestrated Sage Intacct enterprise resource planning (ERP) platform implementation to achieve $150K in annual savings, reduce the budget cycle 30%, accelerate monthly close 40%, eliminate paper-based reports, and create electronic dashboards and real-time reporting.

Launched Adaptive software to halt manual process for creating the $49M budget, reducing 185 spreadsheets to 25, significantly slashing development time, and improving quality control.

Seamlessly transitioned all staff to remote work without missing a single deadline, decreased dependency on internal IT teams, and saved external auditors travel time due to cloud-based core finance systems.

Sourced, evaluated, and selected multiple vendors to provide game-changing software applications including Concur for employee expense reimbursement, Flogast for monthly close tracking, and Alteryx for data analytics.

Automated bank reconciliations and provider invoicing using Power BI to increase accuracy and decrease labor.

Oversaw design and delivery of custom training to aid staff in adopting new software, tools, and processes.

Partnered with IT to develop a social engineering policy to safeguard company assets from ransomware and phishing attacks and led process for selecting new vendor management software to improve cybersecurity. Bryan Schmidt, CPA 224-***-**** **************@*****.*** White Bear Lake, MN www.linkedin.com/in/bryan-schmidt99/ UNITE HERE HEALTH Aurora, IL continued

Accounting Manager 1998–2013

Brought on to oversee finance and accounting operations, lead a 10-member team, and manage a $38M budget.

Upgraded budget presentation for executive management to showcase relevant data in 63% less time.

Automated multi-week manual process to facilitate analysis of labor cost changes in <4 hours.

Saved $70K annually in accounting staff and employee labor while improving customer satisfaction via implementation of a per-diem expense reimbursement policy. Earlier Career

Metromail Accounting Supervisor: Oversaw monthly close, external audits, and budgeting. United States Cellular Senior Corporate Accountant & Internal Auditor: Reconciled $30M accounts payable bank account with 100% accuracy to address audit findings. Arthur Andersen, LLP External Auditor: Identified gaps in financial and operating controls for publicly traded healthcare and financial services companies.

EDUCATION & CERTIFICATION

Master of Business Administration (MBA) DePaul University—Chicago, IL Bachelor of Science (BS), Accounting Northern Illinois University—DeKalb, IL Bachelor of Science (BS), Finance Northern Illinois University—DeKalb, IL Certified Public Accountant State of Minnesota

Book publication in 2024: Hurt to Healing, Navigating Childhood Trauma-Informed VOLUNTEER LEADERSHIP

Board Member & Advisor (2021–Present) The George Washington School of Business SELECT TECHNOLOGY EXPERTISE

Sage Intacct ERP Quickbooks Power BI ADP Kronos Yooz Avid Exchange Adaptive Alteryx Concur Agiloft Blackbaud Outlaw Quicken Kanverse

Sage Intacct Implementation Certification completed

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