Alex Bruner, Cpa Email & Phone Number

Cleveland, Oh, Us

Cleveland, Ohio

Workiva’s mission is to power transparent reporting for a better world. We believe that consumers, employees, shareholders, and other stakeholders today expect more from business – more action, transparency, and disclosure of financial and non-financial information. We build solutions to meet that demand and streamline processes, connect data and teams, and ensure consistency – all within a controlled, secure, audit-ready cloud platform. (NYSE: WK)

Cleveland, Ohio

New York, Ny

- Collaborate with sales and product development teams by leading process assessments and discovery sessions to identify software solutions to improve accounting & finance and ESG reporting processes for customers across all industries- Conceptualize and configure demos that showcase the Workiva platform’s abilities to address customer needs and alleviate pain points, including integrations to source data systems- Build and present business cases that demonstrate the value and ROI… Show more - Collaborate with sales and product development teams by leading process assessments and discovery sessions to identify software solutions to improve accounting & finance and ESG reporting processes for customers across all industries- Conceptualize and configure demos that showcase the Workiva platform’s abilities to address customer needs and alleviate pain points, including integrations to source data systems- Build and present business cases that demonstrate the value and ROI attainable by customers- Work with customer success and solution architect teams to scope and design appropriate implementation plans Show less

New York, Ny

- Applied Lean Six Sigma DMAIC and DMADV/DFSS methodologies on various projects to maximize efficiencies and value on client projects centered around transformation initiatives and high-volume tasks- Led process reviews and root cause analyses to document current state workflows and provide solution recommendations- Implemented and executed Digital Project Management Office (PMO) services, utilizing Power BI and Tableau to provide real-time statuses and issue remediation on high-volume… Show more - Applied Lean Six Sigma DMAIC and DMADV/DFSS methodologies on various projects to maximize efficiencies and value on client projects centered around transformation initiatives and high-volume tasks- Led process reviews and root cause analyses to document current state workflows and provide solution recommendations- Implemented and executed Digital Project Management Office (PMO) services, utilizing Power BI and Tableau to provide real-time statuses and issue remediation on high-volume projects- Supported the creation and prioritization of product backlogs to enable rapid execution and deployment of process and technology improvements, including leading daily Scrum meetings during sprints when necessary- Green Belt project: process design and build of Power BI financial monitoring tool that captured the needs of multiple stakeholder groups to be scaled across global accounts, reducing annual direct cost by over 50% (DMADV/DFSS) - Yellow Belt project: process improvement initiative for engagement team that streamlined and error-proofed 2,000+ hour process, reducing annual cycle time by over 40% and increasing project margin by 15% (DMAIC)- Facilitated 6 Yellow Belt and White Belt trainings, teaching Lean Six Sigma principles to over 350 individuals- Continuous improvement experiences in the industries of financial services (GB certification), real estate (YB certification), consumer products & retail, and transportation/logistics Show less

New York, Ny

- Assisted firm leadership with the Northeast Region’s response to US Tax Reform, including leading the organization and real-time distribution of Tax Reform knowledge and resources to clients and engagement teams- Audited interim and year-end income tax provisions under ASC 740 and IAS 12 for public and private corporations- Prepared and reviewed federal and state tax returns for pass-through and corporate entities- Researched and resolved complex technical areas such as… Show more - Assisted firm leadership with the Northeast Region’s response to US Tax Reform, including leading the organization and real-time distribution of Tax Reform knowledge and resources to clients and engagement teams- Audited interim and year-end income tax provisions under ASC 740 and IAS 12 for public and private corporations- Prepared and reviewed federal and state tax returns for pass-through and corporate entities- Researched and resolved complex technical areas such as adjustments due to tax reform, acquisitions & mergers, valuation allowances, stock-based compensation, Subpart F inclusions, special allocations/tracking interests, and Section 754 basis adjustments- Led team retrospectives after each major deadline to discuss pain points, brainstorm solutions, and implement process improvements- Provided tax services to clients in the technology, consumer products & retail, real estate, healthcare, financial services, architecture, placement services, and automotive industriesTransferred from the Nashville, TN Office to the New York, NY Office in October 2016. Licensed as a CPA in both TN and NY. Show less

Nashville, Tn

Prior to joining EY full-time, I interned in Columbus, OH from June 2013 to August 2013.

Columbus, Oh

Dept. of Recreational Sports at The Ohio State University- Implemented and managed the Group Equipment Rental program- Supervised all areas of Member Services, including onboarding new employees and dispute resolution with patrons- Assisted in scheduling over 70,000 reservation requests per year at all eight facilities

Dept. of Economics at The Ohio State University- Analyzed government data on stimulus job creation- Constructed tables and graphs for use in presentations to the Transportation Research Board in Washington, D.C.

Sydney, Nsw, Australia

- Developed a market strategy presentation for use by the CEO, Board of Directors, and investors- Valued the company under venture capitalist and potential acquisition scenarios- Conducted secondary market research via 10-K annual reports, press releases, and market research reports

Washington, District Of Columbia, United States