Alan Harissis Email & Phone Number

Rochester, Ny, Us

Workday Financial Management implementations for institutions of higher education. Areas of focus include: Grants Management, Endowment Accounting, Customer Accounts and Expenses.Product Lead for Workday Endowments

Rochester, New York Area

Prepared quarterly consolidated financial statements, financial analysis, and ad hoc reporting.• Worked directly with Controllers to summarize financial results for CFO and Board of Trustees – created written reports and PowerPoint Presentations• Partnered with external auditors to coordinate annual financial statement audit• Discovered and corrected faulty legacy reporting process – explained the causes and solution to senior management and external auditors• Developed best practices curriculum for journal entry backup and excel workbooks – presented to multiple finance departments• Semi-automated preparation of quarterly financial statements – reducing lead time and human error while saving more than 20 hours each quarter• Journal entry approval, training and oversight of coworkers’ financial analysis• New accounting standards implementation team member

Rochester, New York Area

Prepared and analyzed financial statement line items, tax filings, and payment of sales tax.• Summarized and conveyed financial data to third party users including bond and credit rating agencies, New York State, and the Federal Government• Managed collection and remittance of $1.5 M in annual sales tax without penalty or fine• Implemented many process improvements increasing accuracy, while reducing preparation, review time, and human error

Rochester, New York Area

Prepared financial reports and invoices for sponsored awards and grants.• Understanding of grant accounting, cash management, and business processes from the transactional level to the financial statement line items• Positively impacted accounts receivable and cash collections by resolving sponsor disputes to receive $1.5 million in outstanding payments

Rochester, New York Area

Led group therapy sessions to educate patients of a 30 bed mental health unit, co-developed educational curriculum with treatment team, trained and mentored new employees.

Master Of Business Administration (Mba), Finance And Strategy

Beta Gamma Sigma Honor Society (faculty nomination; top 20% of class), Simon Health Sciences Club

Accounting Certificate, Accounting And Finance, 3.96

Completed all accounting coursework for CPA eligibility in NY

Bachelor Of Arts (B.A.), Psychology