Brian Teets Email & Phone Number

Philadelphia, Pa, Us

Leading an independent network of the best Workday business technology consultants; each having performed several end-to-end implementations and having worked at Big 4 consultancies.Leveraging my experiences as both a power end user and as a management consultant of Workday Adaptive Planning, to drive strong business outcomes for implementations, client-side advisory, optimizations and support. Expert model, report (HTML and Office Connect), and Integrations developer having completed many end-to-end implementations in various industries from Higher Education, Non-Profit, Government and Healthcare.Our promise to you wherever you are on your EPM Journey is to always have our client’s goals in mind and be refreshingly different from the rest of the pack in the ecosystem. This is accomplished by not staffing consultants on excess projects, bringing experienced certified Workday talent to the project, protecting against “lift and shift”, robust pre-work compiling demos, training and early FDM alignment to support your planning use cases and more.

Dublin 2, Ie

A degreed accountant and finance professional, I engage the Office of Finance to take a deep dive of their Budgeting and Planning requirements to develop smarter processes delivered with the leading EPM technology.

Worldwide, Oo

• Solution Architect / Project Manager for large enterprise Workday Adaptive Planning projects.• Engaged in highly effective design planning sessions, functional and technical prototyping of models and reports. • Drove winning proposals of Workday Adaptive Planning implementations and strategy assessments.

Boston, Ma, Us

• Contributed to new business pitches, resulting in two major sales “wins” within a two-month period.• Serviced up to seven Adaptive Insights implementations at a time due to strong technical understanding of Workday Adaptive Insights.• Strengthened project management delivery utilizing smart sheet, business process and design requirements documentation and other tools to ensure timely management of all deliverables.• Delivered customized product demos, product tips & tricks newsletters, blog posts and training webinars.• Addressed all support inquiries via the Salesforce CRM with top rated feedback, “five stars,” from clients on customer experience.• Supported the entire sales cycle from sales relationship building, client demos and scoping, and proposal delivery.• Developed a non-conventional customized inventory management model for large bioscience customer which received accolades from Workday and client.• Certified Workday Adaptive Insights implementer skilled at business and design requirements gathering and automation of scalable financial models.• Presented at events and supported product sales at the Workday Adaptive Insights User conference.• Created thought leadership articles, drove the sales and marketing strategy, and supported Workday Adaptive Insights campaigns.

Chicago, Il, Us

• Developed higher education customized Workday Adaptive Insights prebuilt modules and reporting.• Drove engaging client design sessions to engineer scalable revenue and expense models.• Higher Education thought leader supporting full cycle sales engagements.

Montclair, Nj, Us

Managed all aspects of the University’s Financial Planning system, Adaptive Insights, with over 150 end users and an overall $350M operating budget. Acted as a key business subject matter expert (SME) and liaison between Finance and IT in system projects, PeopleSoft ERP and Adaptive Insights, and chart of accounts redesign. Supported budgeting and planning initiatives for all Student and Facilities Operations. Drove the development of new policies and procedures and enhanced internal controls resulting in improved process and oversight over P-Card and Petty Cash management

Parsippany, Nj, Us

Managed budgets and forecasts for entire Latin America region. Drove improved business performance management through timely analysis of forecast vs. actual and key stats for meeting with CFO. Revamped the Brio Business Intelligence tool, allowing management insight into demographic drivers of financial performance and improved fleet management

Mba, Management Information Systems

Bs, Accounting