David Frame Email & Phone Number

Austin, Tx, Us

Austin, Texas, Us

Folsom, California, Us

Led monthly presentations to department heads regarding their YTD amount spent and projected path of their operating expenses in comparison to the department's original budget, with emphasis placed on providing suggestions to cut costs. Developed a method using Excel based formulas to automate labor intensive preparation processes that saved significant amounts of time. Created a contract database, evaluated prior royalty pricing, and integrated two acquired companies' financial metrics into our reporting in order to provide financial clarity during the transition period.Responsible for a daily report that used an Excel model to represent the company's general health; the model aggregated raw data from various systems and established common links between the sources with the purpose of providing a consolidated view of key metrics including collections, AR/AP Aging, project backlog, support hours, customer reviews, cancellations, etc. This report was used to identify trends in our business that were essential for budgetary and forecasting purposes.Developed a master bookings database which took information from Sales and cross-referenced it with Accounting to apply any discounts or uplifts outstanding. This data was then presented as units sold on a monthly, quarterly and yearly basis by State & Sales Rep, and indicated the recurring and one time portions of the sale, calculated the average selling price per platform, and tracked the new bookings against the company target. A key feature was the ability to standardize and present historical bookings information not present in the current iteration of SalesForce.Worked on various projects such as revenue and asset validations, AP/AR Aging trend analysis, building the department website, bookings projections, preparing income statements, assisting with board decks, developing a contract grading scale, writing training material and documenting best practices, and automating company-wide reporting.

Folsom, California, Us

Assisted in migrating an acquired company's customer base to our financial and CRM (Salesforce) systems.Helped create and populate a contract database and asset template.Participated in multiple company-wide trouble shooting sessions and test scenarios.

Reviewed and documented financial information using OnBase systems.

Austin, Texas, Us

Collected mortgage data on potential clients for a delinquent property tax loan company.