David Wald Email & Phone Number

Dallas, TX, US

Cross Roads, TX

Investment and Property Management for Single Family and Multi Family Real Estate ventures.

Plano, TX

Reporting, Analysis, and Remediation to US Treasury (IR2) for Making Homes Affordable Program (MHA/HAMP). Preparation, Analysis, Reporting and Remediation for MHA-C (FHLMC) Audit processes related to IR2 reporting for MHA/HAMP programs.

• Provided accounting, technology, project management, business analysis and planning, and software selection services to clients in the Dallas/Fort Worth area. Projects Included:
• Tax and Operational Accounting with a local CPA firm (5 months),
• Project Management, Business Analysis, Planning, and Software Selection for a major privately held commodities firm (4 months).
• Business PlanningHardware/Software: MS Office(Excel, Word), MS Visio, MS Project, analyzed Web & Cloud based applications among 3rd party vendor solutions

• Served as Primary Analyst on all financial systems modules (PeopleSoft EnterpriseOne and MS Solomon) as well as monitored, evaluated, and implemented all financial system releases and upgrades. Provided on-going.
• Enterprise One Security redesign and deployment
• Developed and delivered End User Training and Security for Enterprise One Implementation project
• Developed and implemented AP direct deposit and email notification resulting in significant savings to the association
• Developed and Implemented an Association wide Procurement Card system resulting in significant savingsHardware/Software: MS Office, MS Visio, MS Project, analyzed Web based applications among 3rd party vendor.

Led Client Sales and Business Development as well as Recruiting of Accounting, Technical, Engineering, Financial, Mortgage and Other Candidates.Hardware/Software: MS Office, utilized Web based applications for client projects and search processes, ACT! CRM suite, MS Access/SQL search tools

• Full Service Financial Systems Consultant with significant experience in Business Development, Full Life Cycle Client Project Management, Financial (ERP) Software Consulting, Financial Analysis and Reporting, and.
• Led a major healthcare firm’s successful reimplementation of the DBS financials as it reengineered its goals and priorities in the emerging managed healthcare environment. Provided Full Life Cycle Project Management.
• Consulted on a post implementation project for a major Electronics Wholesaler to analyze, refine, and document processes. Functional areas included interfaces, journal processing, allocations processing, financial and.

• Served as Senior Consultant responsible for all major financial systems implementation and upgrades including serving as Lawson Financials Implementation Technical Project Leader, Y2K Project Manager, Action.
• Y2K Project Manager which included analyzing, tracking, and upgrading all financial and other non-medical related systems for both the parent and subsidiary companies.
• Technical Project Leader for the conversion of GEAC/DBS ERP mainframe applications to Lawson’s Client/Server ERP/MM/HR on AIX/RISC6000.
• Functional/Technical Project Manager for Irving Healthcare conversion to DBS General Ledger.
• Designed and developed a Contract Workflow System for Procurement that routed new purchasing contracts through the approval process via email and reduced the contract approval process cycle from approximately 60 days.

• Served in multiple capacities that required flexible leadership, knowledge, and understanding including Full Life Cycle Customer Project Management, financial analysis and reporting, software and consulting pre-sales.
• Multiple simultaneous client projects varying in scope covering most major accounting and technical areas including financial and operations analysis, reporting, tax reporting, system tuning, consolidations, budgeting.
• Designed, developed, and implemented a broad based methodology for implementation of DBS/McCormack & Dodge Financials packages.
• Designed and built an education program for a large State Government HR/Payroll/Personnel Implementation.
• Designed, built, and delivered an end user training program for a large Oil & Gas company that included 900 students.Hardware/Software: MS Office(Excel, Word, Access), MS Project, network and workstation based tools.