Brett Stone, Ph.D., Cpa (Nys Inactive) Email & Phone Number

Billerica, Massachusetts, United States

Serve as a strategic partner for Workday Financials as the IT point of contact for business leaders and stakeholders, including business finance leads, controller, people leaders and CAO Define, implement and maintain Workday configurations and workflows for supported financial modulesProvide advice to senior leaders to help with decision-makingServe as a primary lead in all Finance/ERP initiativesDemonstrate expertise and ownership for theconfiguration and testing of the Workday platform (financials)Serve as the IT's primary contact and coordinator forfinancial systems upgrades/enhancementsCoordinate and run user testing and manage the launchof business processesProactively prepare for annual activities and bi-annualreleases supported by the Workday system; working withall cross functional departments to implement relatedchanges to workstreamsResponsible for the development and maintenance of technical system documentation pertaining to all financial processes and related interfaces that impact the financial accounting and reporting systems (including test scriptdocumentation)Responsible for business process configurations, testing,and deployment while ensuring data integrity

Albany, Ny

• Spearheaded Workday Financials post-launch optimizations, enhancing system efficiency and the financial team's decision-making capabilities• Partnered with stakeholders for targeted Workday Financial Management solutions• Collaborated with cross-functional, organizational stakeholders to gather requirements to support the development of targeted solutions • Designed and implemented solutions for Workday Financial Management modules including General Ledger, Accounts Payable, Business Assets, Banking and Settlement, Customer Accounts, Supplier Accounts, Expenses, and Financial Reporting• Configured custom validations, business processes, EIBs (data loads and data extraction), security (role-based and user-based permissions, role creation and assignment, ongoing monitoring, etc.), reporting, and dashboards • Managed Workday Financials Tier 1 and Tier 2 Post-Production Support (PPS) from troubleshooting and issues analysis to implementing solutions• Developed impactful Workday Financials-focussed training materials, elevating user competencies and improving operational efficiency• Managed Workday updates strategy, ensuring seamless adoption of new features• Kept abreast of current industry trends and best practices related to Workday Financials

Albany, Ny

• Supported Presales Workday Financials team as Subject Matter Expert (SME)• Developed and executed enablement strategy for both new and experienced Presales Solution Consultants (SCs)• Created and delivered engaging learning content for Presales SC role ramp-up, Presales Enablement Summit sessions, and general Presales Enablement workshops• Worked closely with stakeholders throughout the organization including, Product Management, Solution Marketing, and Solution Architecture

Albany, Ny

• Led dynamic, hands-on training sessions for Workday Financials implementers and customers, boosting learner retention and software mastery• Simplified complex ideas into easy concepts, improving training retention• Fostered collaborative learning environments, aiding in peer and individual learning• Ensured up-to-date training by mastering new software features, enhancing user competency• Bridged cross-functional teams, fostering strong relationships and peer learning

Albany, Ny

• Served Served as primary contact and liaison between customers and internal stakeholders to ensure successful training, onboarding, implementation and ongoing adoption and success using Wolters Kluwer's solutions • Regularly communicated and engaged with customers to develop, strengthen and manage relationships • Collaborated with cross-functional, organizational stakeholders to gather requirements to support the development of targeted solutions • Steered the CCH Knowledge Coach Online Community, elevating customer interaction and feedback• Participated in client demos by addressing prospective client questions and concerns

Albany, Ny

• Provided expert, targeted on-site and web-based training on Wolters Kluwer's audit solutions for CPA firms, enhancing customer success and user engagement• Elevated user competency through dynamic training, driving adoption• Fostered strong partnerships with project leads to optimize software utilization and user experience

Albany, Ny

• Managed customer engagements designed to provide web-based and on-site financial education through the delivery of seminars and one-on-one financial counseling • Ensured excellence in financial counseling by partnering with stakeholders to tailor financial education, enhancing program value and effectiveness• Analyzed client feedback to refine financial counseling services, enhancing overall program quality

Albany, Ny

• Boosted course engagement by innovating teaching methods and materials• Integrated technology into teaching, making complex concepts accessible• Ensured thorough comprehension through development and use of practical exercises, significantly improving students' real-world accounting skills• Provided targeted support, raising students' academic performance in challenging areas• Partnered with faculty to refine and update the Accounting, Tax, and Auditing curriculum, fostering academic excellence

Loudonville, Ny

• Boosted course engagement by innovating teaching methods and materials• Integrated technology into teaching, making complex concepts accessible• Ensured thorough comprehension through development and use of practical exercises, significantly improving students' real-world accounting skills• Provided targeted support, raising students' academic performance in challenging areas• Partnered with faculty to refine and update the Accounting, Tax, and Auditing curriculum, fostering academic excellence

New Paltz, Ny

• Boosted course engagement by innovating teaching methods and materials• Integrated technology into teaching, making complex concepts accessible• Ensured thorough comprehension through development and use of practical exercises, significantly improving students' real-world accounting skills• Provided targeted support, raising students' academic performance in challenging areas• Partnered with faculty to refine and update the Accounting, Tax, and Auditing curriculum, fostering academic excellence

Albany, Ny

• Managed complex tax and accounting issues, ensuring accuracy and compliance• Partnered with attorneys to deliver top-tier Estate & Trust planning, elevating client satisfaction• Led professional staff's technical training, boosting office productivity

Albany, Ny

• Analyzed and resolved complex tax issues, enhancing client satisfaction and retention at KPMG• Ensured 100% accuracy in tax filings for high-value clients, reinforcing trust and reliability

Atlanta, Ga

• Assisted with the servicing of client needs concerning all financial statement audit and related accounting issues

Doctor Of Philosophy - Ph.D., Information Science/Studies

Master Of Science - Ms, Taxation

Bachelor Of Science - Bs, Accounting