Daniel Ochs Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Chicago, Illinois, Us

• Implemented new ERP system (Maconomy).• Assisted with acquisition of new company.• Helped to implement new SOX and OTC processes in accordance with ASC606.• Lead team on Salesforce overhaul project. • Provided final review for all jobs closed in Salesforce.• Booked all revenue and cost related entries for multiple entities. (SaaS, POC, Milestone)• Worked with sales managers on contract creation, revenue and costs trends and budgeting. • Directly involved with month-end close process. • Handled all revenue related audit requests. • Managed Job Creation and Billing teams.• Worked directly with VP of Finance on monthly/quarterly analytical dashboard and ancillary review.

Chicago, Illinois, Us

• Prepared, reviewed, and booked all financials related to acquisition of new entity.• Directly involved in ERP system implementation (NetSuite).• Created and maintained commissions department.• Directly involved with month-end close process and audit.• Balance sheet reconciliations. • P&L variance reporting (emphasis on revenue and costs).• Oversaw two employees within A/R, A/P team.• Worked with CRO & Legal on contract review and integrity.• Handled all billings (subscription, PSO, transactional, data usage).• Worked with CRO on hosting data analysis and upsell opportunities.

• Booked revenue and reviewed billings.• Directly involved with month-end close process and audit.• Presented global revenue numbers to management and FP&A team each month.• Completed revenue audit for two entities.• Assisted Director of Finance with ad-hoc projects.• Completed revenue portion of the year-end audit for both US entities.• Lead team of four contractors while integrating legacy data into Epicor and Salesforce.• Worked with Salesforce team on contract and opportunity integrity. • Established credit memo analysis and multi-year billing processes.

Chicago, Illinois, Us

• Worked with FP&A on waterfall analysis and procedure improvement • Responsible for month-end reporting on multiple deferred accounts• Generated all journal entries and reports for our royalty agreements on a costs and revenue basis• Reviewed contracts, billings, journal entries, and revenue postings from staff• Assisted with year-end audit process, internal and external• Reported to Controller and CFO with ad hoc projects and financial reporting • Lead revenue team during companywide third-party product implementation • Helped upper management classify assets and liabilities for multiple BU split• Cleaned up all legacy deferred accounts remaining from system transfer• Part of a 2-man team who updated books in accordance with new ASC 606 GAAP

Chicago, Illinois, Us

• Managed a team of up to four AR specialists • Responsible for all AR staff training• Handled all cash reporting and forecasting for upper management• Worked with Finance through 5 company acquisitions • Contributed to the implementation of a new accounting and sales system

Chicago, Illinois, Us

Prepared and analyzed AR aging reports Created digital filing system for daily cash and collection reportingPrepared weekly collection reports for managementAssisted with quarterly and year-end audits