David R. Email & Phone Number

Us

A Berkshire Hathaway Company advocating for and providing piece of mind through innovative insurance products to all levels of medical professionals.

Save a life! Take CPR Training!Provide strategic business support for the CPR needs of the greater Indianapolis Area.

Greenfield, In, Us

Carmel, Indiana, Us

Hired by the CFO as a strategic advisor to represent Finance and Accounting during the implementation of new policy administration and billing insurance platforms. Served as liaison between the IT department and the Finance and Accounting department. Personally implemented financial systems and created new departments for the organization.•Personally created the Company’s first “bottom-up” budgeting procedures and policies, and operational operations.•Personally completed implementations including a SaaS cloud-based reimbursable expense system (Concur), on premise fixed asset system single-handedly, which created efficiencies for quarter-end financial statements and the daily operations.•Implemented the company’s first Procurement department •Lead the negotiations of Cloud providers and IT Consultants as the company progressed to the Cloud.•Created the “bottom-up” budget process for the publicly traded organization with revenue of 500 mil. in a cross functional environment for growth projections.•Lead IT budgeting•Financial and IT advisor and point of contact in the implementation of a new policy administration and billing system with recommendations of regulatory and best practices. •Worked through business continuity and disaster recovery planning.•Directed operational changes in the accounting software design and process improvements for continuous improvement opportunities. •Completed implementations including a SaaS cloud-based reimbursable expense system (Concur), on premise fixed asset system single-handedly, which created efficiencies for quarter-end financial statements and the daily operations.•Operated as primary project manager to implement a cloud-based automated aggregation and reporting solution for investments.•Worked in partnership with the Project Management Office to establish cost/ benefit analysis•Authored many of the company’s policies.•Introduced and continued responsibility for the company’s research and experimentation credit

Indianapolis, Indiana, Us

Provided software support and strategic technology assessments for the firm software inclusive of technical and tax support for the firm’s staff.Performed the roll-out of and updates of the firm’s software to its employees of 300 accountants ensuring maximized billable time for Firms associates.Performed billable conversions of disparate tax and fixed assets platforms to the Firms standard systems during on boarding of new clients rather than staff performing inefficient “non-valued added” work.Led tax and audit software in the firm including vendor negotiations and applications of correct size and scalability.Collaborated with staff on “Lean” methodologies centered around Accounting practices, “LeanCPA”.Aligned and enhanced the tax filing process to ensure all tax returns were filed timelyProvided staff education and training on software to increase process efficiencies.

Indianapolis, Indiana, Us

Provided CFO consultative services on staffing models and expense reductions for organizations Accounting and Finance department. Completed technology assessments for program goals to present and complete for organizations. • Operated in CFO and controller functions to struggling organizations by restructuring the workforce, enhancing or replacing systems and implementing new controls whereby keeping the company operational.• Performed technical assessment and implementation services for new cloud-based accounting system for a multinational services-based company to enhance efficiencies and created more collaboration of employees. • Created strategic technology and financial assessments on the current state environment of organizations and projects to improve technology, business process efficiency and to maximize spend. • Advised and implemented policies on internal control standards as well as best practices.• Implemented new reporting capabilities for financial statement preparation for all industries including a multi-site marina and real estate company and multi-location restaurant franchise.

Indianapolis, Indiana, Us

-CFO, HR, taxation and financial analysis duties-Implemented new ERP system for the factory.-Implemented a change control process regarding implementations-Entered into complex negotiations with banks and vendors during “Great Recession”

Carmel, In, Us

-Advisory services for clients- generally in income taxation-General tax preparation and financial statement presentation-Specialized in construction, small business, agriculture and large multi-state clients-Implemented various software and process improvements for the companies

London, Gb

-Specialized in the following areas: Hedge Fund, Venture Capital, Derivates, International Taxation, Security Analysis, and Statutory/ Insurance, Sec. 475(f) election funds, multi-strategy funds.-Also contributed to SALT group and General Business Groups-Specialized in Hedge Fund & Venture Capital industry concentrating in Wash Sale Analysis, Section 988 transactions, and partnership taxation -International tax specialist -Performed state and local tax research and prepared various business tax returns including insurance taxation-Software "champion " with the Firms software