Brett Rottmann Email & Phone Number

Reading, Pa, Us

Reading, Pa, Us

Wyomissing, Pennsylvania, United States

As the Director of Financial Integration, I have the pleasure of working with various profit & not-for-profit entities to identify financial synergies with affiliation through various due diligence procedures. Once an organization joins the constellation, I assist integrating their systems and processes into APIS Services. During this process we look for opportunities to increase operating efficiencies and expand the programs of each affiliate to ensure our constellation of organizations can… Show more As the Director of Financial Integration, I have the pleasure of working with various profit & not-for-profit entities to identify financial synergies with affiliation through various due diligence procedures. Once an organization joins the constellation, I assist integrating their systems and processes into APIS Services. During this process we look for opportunities to increase operating efficiencies and expand the programs of each affiliate to ensure our constellation of organizations can fulfill their missions to the communities they serve. Some specific responsibilities of my role are outlined below:- Quickly build relationships with affiliate executives and management and an understanding of affiliate operations and programs- Partner with affiliates in the development of resource plans to meet identified barriers, opportunities and interests and coordinate value producing services.- Where affiliate risks are identified, proactively intervene with technical assistance and capacity building via APIS.- Increase sharing of information across the organization by connecting affiliates with SME’s, outside resources, as well as other affiliates for information and advice.- Assist with the evaluation of affiliation and acquisition opportunities through financial analysis and 990 “scrubs”.- Assist in the due diligence process and work collaboratively with other teams (Legal, Risk Management, IT, HR, Finance, etc.) to ensure the complete evaluation of any transactions.- Assist in the standardization of affiliation/acquisition process including maintenance and updating of due diligence lists, integration check lists.- Work closely with senior business leaders to understand Affiliation/ Acquisition strategy and identify potential opportunities.No matter what the challenge is or the day entails, I bring candor, positivity, and determination to my team to help them find the best solution and drive continuous growth. Show less

Reading, Pennsylvania, United States

Buying a home is more than likely the largest purchase one makes in a lifetime. Something of such magnitude requires research, analysis, attention to detail and careful planning. My clients entrust me to bring my experience of servicing clients in a professional setting, my background in accounting/finance, and my passion for real estate to help them assess their options, ask the tough questions, an ultimately find them the home of their dreams!I assure you, I do not take this… Show more Buying a home is more than likely the largest purchase one makes in a lifetime. Something of such magnitude requires research, analysis, attention to detail and careful planning. My clients entrust me to bring my experience of servicing clients in a professional setting, my background in accounting/finance, and my passion for real estate to help them assess their options, ask the tough questions, an ultimately find them the home of their dreams!I assure you, I do not take this responsibility lightly. Nor do I settle for less, my clients deserve the best!In addition to delivering outstanding customer service I help my clients by drafting and preparing offers and related paperwork, facilitate the communication of information from various parties, and advocate on your behalf to get the best deal possible.I strive to help my clients do more than just purchase a home. Where some see a commission or simply a place to sleep every night, I see an opportunity to help others establish roots in the community, build financial security, provide security for their family, increase their self-worth or help an investor grow their portfolio; to me that’s priceless. As Jim Rohn famously said, "Selling real-estate is a great way to earn a living; buying real estate is a great way to build a fortune".So what do you say? Will you allow me the privilege of helping you grow your fortune? Show less

Wyomissing, Pennsylvania, United States

United States

The Inperium Constellation is a high growth organization, which requires scalable financial and operational infrastructure. The overarching goal of my role is to develop infrastructure, processes, and internal controls within the financial reporting and affiliation function of the organization to support our growth objectives. The following are some examples of specific duties I am engaged in to achieve my goals.- Develop/Build/Optimize KPI & Financial reports to aid Program Directors… Show more The Inperium Constellation is a high growth organization, which requires scalable financial and operational infrastructure. The overarching goal of my role is to develop infrastructure, processes, and internal controls within the financial reporting and affiliation function of the organization to support our growth objectives. The following are some examples of specific duties I am engaged in to achieve my goals.- Develop/Build/Optimize KPI & Financial reports to aid Program Directors and Executive Financial Managers in analysis and decision making.- Leverage technology to create process automation and utilize “out of the box” thinking to increase efficiency and effectiveness of financial operations and systems.- Develop & Implement internal controls where applicable that enhance or introduce risk mitigation when it comes to the recording, processing, and communication of financial data.- Integrate financial systems and processes for new affiliates, mergers, or acquisitions into the constellation.- Serve as a liaison to new affiliates, mergers, or acquisitions post integration to provide ongoing support and supplemental trainings on accounting software, excel, etc.- Contribute to and in some cases manage the process of special projects within the organization as assigned.No matter what project or task I am working on I bring candor, accountability, integrity, and positivity. I look to provide tools and add as much value I can to my team and organization. Rather than look to get out challenges or projects I seek to get more involved and learn at every opportunity! Show less

Reading, Pennsylvania Area

My role at APIS is constantly changing and evolving, which is one of the reasons I enjoy it so much. My overarching goal is to leverage resources to enhance the processes of KPI and Financial Reporting as well as integrate new affiliates into the accounting structure. Below is a brief list of duties and tasks that I complete to ensure the goals above are achieved in an efficient and effective manner.- Prepare month end financial and KPI reports for executive review- Develop new… Show more My role at APIS is constantly changing and evolving, which is one of the reasons I enjoy it so much. My overarching goal is to leverage resources to enhance the processes of KPI and Financial Reporting as well as integrate new affiliates into the accounting structure. Below is a brief list of duties and tasks that I complete to ensure the goals above are achieved in an efficient and effective manner.- Prepare month end financial and KPI reports for executive review- Develop new reports where needed to assist with data analysis and decision making- Serve in partial as system administrator of the accounting software by managing the chart of accounts (Addition and deletion of accounts/subaccounts) and new user access- Integrate new affiliate ledgers into our accounting system and train new users- Creation of budgets for contracted revenue- Assist in the daily management of the other staff accountant in the department- Work with the fiscal team to help others meet their goals and objectivesNo matter what the challenge is or the day entails, I bring candor, positivity, and determination to my team to help them find the best solution. I believe in continuous growth and am always looking for new ways to bring value! Show less

Lancaster, Pennsylvania Area

Providing innovative office technology to businesses in the Lancaster City area of Pennsylvania. I deliver technology solutions that optimize communications, improve productivity, and cut cost by working with industry-leading technology partners like Sharp, Canon, Lexmark, HP, and Muratec while streamlining IT environments.I am committed to providing world class customer service and support to my clients. We utilize one of the best Global Support Centers, which is primed to maximize… Show more Providing innovative office technology to businesses in the Lancaster City area of Pennsylvania. I deliver technology solutions that optimize communications, improve productivity, and cut cost by working with industry-leading technology partners like Sharp, Canon, Lexmark, HP, and Muratec while streamlining IT environments.I am committed to providing world class customer service and support to my clients. We utilize one of the best Global Support Centers, which is primed to maximize office technology and proactively monitor your network with our Virtual Intelligence Software and Fraser Smart Tool Set.Services I can help you with:1. Smart Office - MFPs to wide format machines from industry leaders2. Managed IT - Secured infrastructure & professional support, including Dark Web Scanning3. Managed Print - Streamline printing, cut costs and increase productivity4. Technology Security - Protect your data from malware and ransomware5. Document Workflow Solutions - Convert cumbersome paper files to digital formats, while creating a streamlined workflow.My goal is to build a long lasting relationship with you and your business built on trust and reliability to help you navigate the fast paced world of office technology and acquire the optimal solutions for your office needs so that you can maximize growth, cut costs and increase efficiencies. Show less

Wyomissing Pa

I plan and conduct financial audits to assure financial statements are fairly presented in alignment with the entity’s applicable financial reporting framework.I identify and assess the risks of material misstatements of financial reports due to fraud or error, through the assessment of internal control design and implementation, inquiries with management, and performance of various analytics utilizing financial information. Additionally, we design and implement audit… Show more I plan and conduct financial audits to assure financial statements are fairly presented in alignment with the entity’s applicable financial reporting framework.I identify and assess the risks of material misstatements of financial reports due to fraud or error, through the assessment of internal control design and implementation, inquiries with management, and performance of various analytics utilizing financial information. Additionally, we design and implement audit procedures in response to assessed risks.Coordinate audit logistics with clients and audit staff to ensure project completion within the predetermined time frame. Communicate control and reporting deficiencies to members of management. Show less

Hamburg, Pa

Up-sell and cross-sell Burgers and Beers while ensuring customer satisfaction and maintaining quality standards in accordance with company guidelines. Establish/Maintain customer relationships to build brand loyalty and repeat business both in the store and in the local community while serving as the local restaurant marketer and experienced sales associate.