Brian Wiegman Email & Phone Number

Chicago, Il, Us

Greater Chicago Area, Northeastern Wisconsin And San Francisco Bay Area

• Accounting Professional and Consultant to small business in Metro Chicago area, Northeastern Wisconsin and San Francisco Bay area clients including QuickBooks accounting systems setups, preparing internal financial statements and filing Federal and State Tax Returns.

San Francisco Bay Area

• Responsible for the preparation of nonprofit annual operating and capital budgets of over $10 million, annual tax filings, financial analysis and reporting, treasury, risk management, auditing functions and regulatory and other compliance including GAAP and best practices under CARF. • Manage corporate planning; budgeting; finance analysis and reporting; capital asset evaluation; journal entries; reconciliation of balance sheet accounts; analyzing and investigating budget-to-actual variances; and non-profit and corporate tax filings. • Supervise up to 10 personnel directly and indirectly in IT; administration; safety; finance department and accounting staff responsible for banking, payroll, check writing, ledgers, petty cash, accounts payable and receivable, financial reporting, insurance, and cash flow management.• Manage information technology.• Maintain corporate and other original, contractual, and legal documents for the agency. Functioned as the corporate compliance person. • Implemented automation of payroll and time reporting system to cloud increasing efficiency, reducing costs, providing more timely information for faster decision making and improved billing and fundraising. Identified vendor and technology, managed implementation including training 35 management staff and evangelized need for change management in time reporting. • Drove nine years of major issue-free audits.• Effective forecasting identified need for additional credit in advance of recession. Collaborated with CEO, Director of Development, HR, COO and Director of Services to develop business case and sell to board. Leveraged strong relationships with banking community developed over a number of years to overcome tight refinancing market and gain approval. • Negotiated more favorable workers compensation rates resulting in a cumulative savings of over $200K annually.

Bachelor'S Degree, Accounting And Finance

BS Accounting - Minor in IT

Education record

Non-profit seminars, Excel trainings, Board Source seminars and CPA offered CPE