Andrew Setness, Cpa,Mba,Cfe Email & Phone Number

Sacramento, Ca, Us

Pleasanton, California, Us

San Francisco Bay Area, Us

• Acts as Product Owner for Integrations, APIs, and Database teams• Design and test integrations to Netsuite, Intacct, Quickbooks, and Microsoft Dynamics• Use prospect data to build out customized demos showing how we solve their use cases• Built out the workforce planning capabilities including headcount reconciliation

Pleasanton, California, Us

Act as Product Owner for Modeling scrum teamsOrganize and lead product discovery to feed the strategic backlog in Modeling product area.Write detailed product specifications, including UX mockups, and detailed user stories.Work closely with product leads across the business to inform the portfolio product vision and long-term roadmap.Set and track metrics for your product areaEngage directly with customers and partners in both structured and unstructured settings and communication.Provide mentoring and leadership to other team members, including technical trainingDesign/Worked on the following features:• Update/Upsert Modeled sheet rows• Import/Export Shared formulas• Override Formulas and Data entry on calculated accounts• Import/Export Override Formulas• Multi Link Account• Apply Dimensionality to Linked Account• Merged Cube Sheets• Drill-back into Workday objects from cube sheets• Level and Dimension Associations• Modeled sheet required Dimension column• Access Rules on Modeled Accounts• Access Rules using Attributes

Reno, Nevada, Us

• Direct and coordinate company accounting, finance, and human resources functions • Oversee yearly Audit to ensure an unqualified opinion• Self Implement Adaptive Insights and integrate it with Salesforce and Quickbooks.• Implement Saas Optics, Expensify, Bill.com, and Capshare to increase efficiency• Create and report on key performance indicators for measuring financial and operating performance • Manage period end closing and report results to management and board of directors. • Build multi-year budget and forecast models for revenue, expenses, and hiring plan• Perform human resources functions such as payroll, benefit management, and developing performance plans.• Establish and implement departmental goals, objective, policies, and operating procedures

Reno, Nevada, Us

DialSource is a global leader in cloud telephony, offering sales acceleration software, custom-fit to any enterprise.Implement Bill.com for Accounts Payable AutomationImplement Expensify for Expense Report ManagementImplement Shareworks (formerly Capshare) for Stock Admin administrationImplement SaasOptics for Revenue OperationsImplement Adaptive Insights for Financial Planning and AnalysisConfigure and manage integrations between Salesforce, SaaSOptics, Quickbooks Online, and Adaptive InsightsPrepare and lead organization through their first Audit

San Francisco, California, Us

Kranz & Associates provides exceptional quality financial staff to Start Ups, Venture Firms, & Public companies. Experts in Strategic Planning, Business Plans, Revenue Recognition, Business Operations, Best Practices, Contract Negotiations, Venture Capital, Financing Strategies, Venture Capital & Debt, S-1 filings, M&A, HR, & FacilitiesPerform Accounts Payable, Accounts Receivable, General Ledger, Human Resources, Tax filings, Compliance, Venture capitalist funding packages, Budget modeling, Month end Close and Financial support.Clients: Qubole: Big Data AnalyticsVelocloud (Acquired by VMware): Cloud Delivered SD-WANAlation: Enterprise Collaborative Data PlatformReach150 Social (Acquired by Smartzip): Referral Management Saas PlatformMcCarthy Ranch: Multi-Entity Real Estate DevelopersDote Shopping: Mobile Mall AppWish: Online Shopping AppsNovember Research Group (Acquired by Highpoint Solutions): Data Collection and Analysis

Morgan Hill, California, Us

- Supervise a team of 4 staff member- Manage Accounts Payable processing including management of purchase orders- Manage Accounts Receivable processing including management of customer purchase orders, collections and revenue tracking for retail locations and online store- Pay Sales, Use, and Payroll taxes and journal entry posting- Maintain general ledger, manage month end close, and preparation of financial statements- Reconcile over 80 bank accounts and make any corrections- Inventory, Loan, and Fixed Asset tracking- Cash management and reporting- Report to Banks on Loan covenants and Financial Statements- Perform all Accounting function for Nice Kicks Holdings LLC, a boutique store specializing in Collector Shoes - Vendor tracking, collection of W-9s, EDD reporting of consultants and issuance of 1099-Misc forms- Management of 9 other LLC's consisting of strip malls, real estate holdings, a magazine, and a graphic design company. (Berryessa Plaza, Clayton Plaza, Mesa Plaza, West Camelback, Rainbow Oakley, Bridge Group, SPLY & DMND, Mersho Investments, Mersho GRJT Investments and the Stndrd Lifestyle).- Assist in opening new store locations including licensing, Merchant/Bank account setup, equipment, and setup in accounting software

Irvine, California, Us

- Prepare compiled, reviewed and audited financial statement engagements- Perform consulting services including fraud investigation and agreed-upon procedures - Prepare corporate, partnership, and individual tax returns- Perform Bank reconciliations and payroll for Caritas Corp.- Prepare analytical projections and financial reports- Review work from staff including work papers and financial statements

San Jose, California, Us

- Audit all sales orders $50K-$5MIL to ensure proper authorization and accuracy prior to release for shipment- Assist in the company's quarterly audit- Research sales orders and respond to Order Management inquires- Follow-up on audit issues, track completion and conduct appropriate work to verify issue resolution, and maintain Internal Audit Department records of audit issues- Perform special projects-Prepare daily reports of global errors and orders on hold

Sacramento, Ca, Us

• Researched delinquent accounts to find and correct outstanding balances or credits • Audited invoices and corresponded with agency vendors to gather information• Prepared and reconciled abatements & revolving fund checks• Audited and entered monthly operating reports for the Business Enterprise Program• Organized incoming warrants from State Controller’s Office• Prepared. Processed, and scheduled phone bills for Central and District Offices• Reconciled claims reports from Central Office and the State Controllers Office

• Escorted groups of 15-52 travelers of all ages to a variety of international and domestic destinations • Worked with local tour guides, hotels, restaurants, attractions and coordinated transportation• Assured client satisfaction by meeting client’s needs and expectations• Addressed and resolved situations including lost luggage, injuries, illnesses, passports, deviations, etc.

Master Of Business Administration (Mba), Accounting

Bachelor Of Science (Bs), Managerial Economics

High School Disploma