Brian Metz Email & Phone Number

Longmont, Co, Us

New York, Us

Senior Manager at Lionpoint within the EPM practice specializing in Workiva

Cleveland, Oh, Us

Director at Clearsulting within the Record to Report practice in Denver

San Jose, Ca, Us

Senior consultant with a significant impact on customer retention and success through pro-active analysis and engagement with strategic customers (Unicorn, Pre-IPO, and Public) to drive usage and adoption of various ERP and Accounting systems to meet the fast-growing environment.Immediate impact on customer satisfaction and retention, resulting in a reduction of churn exceeding the YoY targetDeveloped a framework for targeting high-growth companies and providing prescriptive plans to clients for proper scale during business growth and expansion phases.

Ames, Iowa, Us

Workiva is the provider of the world’s leading connected reporting and compliance platform. It is used by thousands of enterprises across 180 countries, including 75 percent of Fortune 500® companies, as well as government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk and save time. During my time at Workiva I have managed multiple XBRL service engagements (600+) in North America and EMEA with metrics of 4.5/5 customer satisfaction, 90% revenue retention while maintaining 20% revenue growth. Striving to capture our customer's business, process, and technical requirements and implement comprehensive, scalable, and improved solutions. We work alongside our customers to provide technical analysis and architectural review of their data environment and processes, and to assist with the development of solutions within Wdesk that align with their business requirements. I am actively involved in software development feedback, testing, Q&A and validation. Successful transition of Workiva's customers into the Next Generation of Wdesk. Planning for the execution of this effort alongside our Customer Success, Product, R&D, Marketing, Communication and many internal stakeholders. Together we'll cultivate adoption and enablement of the Next Generation of Workiva’s products for new and existing customers. As a member of the Professional Services Team at Workiva I strive to ensure customers' success. I work closely with teams at Workiva to ensure I keep my customers up-to-date on the latest product improvements, and that customer feedback is integrated in product development.

Ames, Iowa, Us

Tulsa, Oklahoma, Us

As Senior Auditor, I performed annual and quarterly reviews of accounting and financial information as well as prepared engagement letters, financial statements, reports, and communications to management. I leveraged statistical methods to provide risk assessment for theft, fraud, and inaccurate financial data. I also served as an auditor of 10-K, 10-Q, and testing of internal controls for SOX 404 compliance.

Joint Interest Accounting, responsible for joint interest related functions including allocations, overhead, and monthly closing processes. Set-up of AFE's. Responsible for processing non-operated Joint Interest Billings. Analyze collection of JIB receivables and make recommendations. Prepare the monthly Capital and LOE accruals for assigned areas. Prepare analysis and account reconciliations associated with monthly close for accounts assigned. Special projects with Accounting, Division of Interest and Volume Control. Distribution of monthly payments to interest owners. Microsoft Access Database creation and management.