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

Workday Financials SME | Customer-side implementation liaison and advocate | Workday Financials Administrator | Workday Financials Product Manager | Workday Financials Functional Lead | Workday Financials Trainer at Curriculum Associates
Location: Albany, New York, United States 13 work roles 3 schools
1 work email found @workday.com LinkedIn matched
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Role
Workday Financials SME | Customer-side implementation liaison and advocate | Workday Financials Administrator | Workday Financials Product Manager | Workday Financials Functional Lead | Workday Financials Trainer
Location
Albany, New York, United States
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Who is Brett Stone, Ph.D., Cpa (Nys Inactive)? Overview

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Brett Stone, Ph.D., Cpa (Nys Inactive) is listed as Workday Financials SME | Customer-side implementation liaison and advocate | Workday Financials Administrator | Workday Financials Product Manager | Workday Financials Functional Lead | Workday Financials Trainer at Curriculum Associates, a company with 1272 employees, based in Albany, New York, United States. AeroLeads shows a work email signal at workday.com and a matched LinkedIn profile for Brett Stone, Ph.D., Cpa (Nys Inactive).

Brett Stone, Ph.D., Cpa (Nys Inactive) previously worked as Sr Workday Financials System Administrator at Curriculum Associates and Workday Financial Systems Functional Lead at Public Partnerships | Ppl. Brett Stone, Ph.D., Cpa (Nys Inactive) holds Doctor Of Philosophy - Ph.D., Information Science/Studies from University At Albany, Suny.

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Email format at Curriculum Associates

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Profile bio

About Brett Stone, Ph.D., Cpa (Nys Inactive)

Drawing on over 30 years of diverse experience in public accounting, academia, and the private sector, I bring a knowledgable, unique and valuable perspective to my role as a Workday Financials SME. As a client-side advocate and leading contributor, I help organizations maximize their Workday Financials investment.I excel at leading the ongoing review of the Financial Data Model (FDM) and related system configuration, collaborating with cross-functional stakeholders to gather requirements, and designing and implementing solutions for various Workday Financial Management modules.I have a track record of building trusted relationships, delivering engaging learning content, and recommending solutions that meet business requirements and ensure optimal system performance. I am passionate about sharing my knowledge and skills with others and empowering them to achieve their goals.

Listed skills include Leadership, Customer Experience, Prosystem Fx Tax, Presentation Skills, and 39 others.

Current workplace

Brett Stone, Ph.D., Cpa (Nys Inactive)'s current company

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Curriculum Associates
Curriculum Associates
Workday Financials SME | Customer-side implementation liaison and advocate | Workday Financials Administrator | Workday Financials Product Manager | Workday Financials Functional Lead | Workday Financials Trainer
north billerica, massachusetts, united states
Employees
1272
AeroLeads page
13 roles

Brett Stone, Ph.D., Cpa (Nys Inactive) work experience

A career timeline built from the work history available for this profile.

Sr Workday Financials System Administrator

Current

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.

Jun 2024 - Present

Workday Financial Systems Functional Lead

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.
  • 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.
  • Managed Workday Financials Tier 1 and Tier 2 Post-Production Support (PPS) from troubleshooting and issues analysis to implementing solutions
Jul 2023 - Feb 2024

Principle Presales Enablement Lead - 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
Jul 2022 - May 2023

Senior Financials Instructor

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
Mar 2019 - Jul 2022

Customer Experience Manager

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
May 2016 - Dec 2018

Software Trainer & Consultant

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
Sep 2012 - Apr 2016

Project Manager, Financial Education Programs

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
Jun 2010 - Aug 2012

Visiting Professor Of Accounting

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
Sep 2006 - May 2007

Assistant Professor Of Accounting

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
Sep 2003 - Aug 2006

Assistant Professor Of Accounting/Lecturer

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
Sep 1998 - Aug 2003

Tax Supervisor

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
Oct 1993 - Jun 1995

Senior Tax Specialist

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
Jan 1992 - Sep 1993

Audit Experienced Staff

Atlanta, GA

  • Assisted with the servicing of client needs concerning all financial statement audit and related accounting issues
Jul 1989 - Apr 1991
Team & coworkers

Colleagues at Curriculum Associates

Other employees you can reach at curriculumassociates.com. View company contacts for 1272 employees →

3 education records

Brett Stone, Ph.D., Cpa (Nys Inactive) education

FAQ

Frequently asked questions about Brett Stone, Ph.D., Cpa (Nys Inactive)

Quick answers generated from the profile data available on this page.

What company does Brett Stone, Ph.D., Cpa (Nys Inactive) work for?

Brett Stone, Ph.D., Cpa (Nys Inactive) works for Curriculum Associates.

What is Brett Stone, Ph.D., Cpa (Nys Inactive)'s role at Curriculum Associates?

Brett Stone, Ph.D., Cpa (Nys Inactive) is listed as Workday Financials SME | Customer-side implementation liaison and advocate | Workday Financials Administrator | Workday Financials Product Manager | Workday Financials Functional Lead | Workday Financials Trainer at Curriculum Associates.

What is Brett Stone, Ph.D., Cpa (Nys Inactive)'s email address?

AeroLeads has found 1 work email signal at @workday.com for Brett Stone, Ph.D., Cpa (Nys Inactive) at Curriculum Associates.

Where is Brett Stone, Ph.D., Cpa (Nys Inactive) based?

Brett Stone, Ph.D., Cpa (Nys Inactive) is based in Albany, New York, United States while working with Curriculum Associates.

What companies has Brett Stone, Ph.D., Cpa (Nys Inactive) worked for?

Brett Stone, Ph.D., Cpa (Nys Inactive) has worked for Curriculum Associates, Public Partnerships | Ppl, Workday, Wolters Kluwer, and Ayco, A Goldman Sachs Company.

Who are Brett Stone, Ph.D., Cpa (Nys Inactive)'s colleagues at Curriculum Associates?

Brett Stone, Ph.D., Cpa (Nys Inactive)'s colleagues at Curriculum Associates include Angela Ajuebor, Eva Lejeune M.Ed., Sarah Comino, Rebecca Ryan Kent, and Elaine Price.

How can I contact Brett Stone, Ph.D., Cpa (Nys Inactive)?

You can use AeroLeads to view verified contact signals for Brett Stone, Ph.D., Cpa (Nys Inactive) at Curriculum Associates, including work email, phone, and LinkedIn data when available.

What schools did Brett Stone, Ph.D., Cpa (Nys Inactive) attend?

Brett Stone, Ph.D., Cpa (Nys Inactive) holds Doctor Of Philosophy - Ph.D., Information Science/Studies from University At Albany, Suny.

What skills is Brett Stone, Ph.D., Cpa (Nys Inactive) known for?

Brett Stone, Ph.D., Cpa (Nys Inactive) is listed with skills including Leadership, Customer Experience, Prosystem Fx Tax, Presentation Skills, Cch, Consulting, Public Speaking, and Accounting.

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