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Candidate's Name  EMAIL AVAILABLE c. PHONE NUMBER AVAILABLECFO, Financial Director, and Project ManagerMBA, MPA, MSBANext-generation business productivity and efficiency. MAJOR ACCOMPLISHMENTS Led and trained financial teams of up to Street Address  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 XPERTISELeadership & 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  RECENTMilwaukee Public Schools (Education) 9/22-6/24Financial Director 6/23-6/24Plan, direct, and supervise the Financial Services Department identifying and improving several issues with the districts 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 districts ERP. Budget Consultant (Robert Half, Contract) 9/22-6/23 Worked with MPSs 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) 6/21-9/22Financial Director (CFO equivalent)Management of the companys 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 / CIOManagement 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 financiCandidate's Name  EMAIL AVAILABLE c. PHONE NUMBER AVAILABLEO THER CONSULTINGConsulting 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 Acumaticas 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 ENCEFinancial 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 companys 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 companys 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 ViewPoints 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 - Bachelors 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.