Dave Russ, Cpa, Mba Email & Phone Number

Chicago, Illinois, United States

• Developed and implemented financial reporting solutions for various clients, improving data accuracy and reporting efficiency.• Led the testing validation of data warehouses and optimized data management processes using advanced tools such as Tableau, R, and SQL. • Managed ERP implementation projects, including data migration, system integration, and rigorous testing phases (SIT and UAT), ensuring seamless transitions and minimal disruptions.• Led and performed regression testing… Show more • Developed and implemented financial reporting solutions for various clients, improving data accuracy and reporting efficiency.• Led the testing validation of data warehouses and optimized data management processes using advanced tools such as Tableau, R, and SQL. • Managed ERP implementation projects, including data migration, system integration, and rigorous testing phases (SIT and UAT), ensuring seamless transitions and minimal disruptions.• Led and performed regression testing to ensure that new code and hierarchy changes did not adversely affect existing functionalities, involving test planning, execution, and defect resolution.• Collaborated with stakeholders to gather and document business requirements, providing tailored solutions to meet client needs.• Provided strategic recommendations for ERP selection, testing protocols, and process improvements, enhancing operational efficiency and cost-effectiveness.• Developed and delivered training programs for clients on new systems and processes, ensuring smooth adoption and user proficiency.• Analyzed current business processes and identified opportunities for automation and improvement, aligning with industry best practices. Show less

Chicago, Illinois, United States

University of Chicago Professional Education & Graham School of Continuing Liberal and Professional Studies• Implemented advanced reporting systems, significantly reducing monthly reporting time.• Designed comprehensive financial models for budgets, forecasts, and quarterly reporting.• Created dashboards and KPI reports for senior management to facilitate strategic decision-making.• Streamlined financial reporting processes, improving accuracy and reducing preparation… Show more University of Chicago Professional Education & Graham School of Continuing Liberal and Professional Studies• Implemented advanced reporting systems, significantly reducing monthly reporting time.• Designed comprehensive financial models for budgets, forecasts, and quarterly reporting.• Created dashboards and KPI reports for senior management to facilitate strategic decision-making.• Streamlined financial reporting processes, improving accuracy and reducing preparation time.• Led budget and forecast processes, collaborating with various departments.• Automated financial reporting tools, enhancing data quality and timeliness.• Supervised financial analysts, contributing to staff optimization and efficiency.• Managed financial analysis and reporting for new initiatives, providing strategic insights.• Prepared and managed RFPs and SOWs for technology solutions.• Negotiated vendor contracts to enhance service delivery and efficiency.• Led cross-functional teams to implement technology solutions, improving operational efficiency.• Led testing phases for new systems, including data validation, system integration testing (SIT), and user acceptance testing (UAT). Show less

Chicago, Illinois, United States

Chicago Booth School of BusinessSupported professor, collaborated on curricular enhancement, mentored students, and enforced policies.

Chicago, Illinois, United States

Biological Sciences Division (Medical Center)• Automated financial statement preparation, saving significant time across multiple departments.• Integrated new datasets into reporting following the implementation of an HR system.• Developed budgets in collaboration with departments, ensuring compliance with organizational guidelines.• Conducted testing for implementation of Workday HR system, ensuring data integrity and system functionality during implementations.•… Show more Biological Sciences Division (Medical Center)• Automated financial statement preparation, saving significant time across multiple departments.• Integrated new datasets into reporting following the implementation of an HR system.• Developed budgets in collaboration with departments, ensuring compliance with organizational guidelines.• Conducted testing for implementation of Workday HR system, ensuring data integrity and system functionality during implementations.• Evaluated and recommended solutions to enhance data integration and accuracy. Show less

Chicago, Illinois, United States

Lead a team of 10 local and international employees in performing a carve-out audit for the sale of the HSBC Bank credit card unit to Capital One.

Miami, Florida, United States

Provided audit and consulting services to over 100 clients across 41 States, Performing financial statement audits, information security risk assessments, internal accounting control reviews, investment strategy, and regulatory compliance reviews.

Philadelphia, Pennsylvania, United States

Managed process improvement projects. Analyzed performance metrics, financial statements, budgets, and forecasts.

Milwaukee, Wisconsin, United States

Designed automated reports, analyzed sales and marketing programs, recommended operational improvements, and achieved Sarbanes-Oxley compliance, resulting in significant efficiency gains and increased marginal contributions.

Boston, Massachusetts, United States

Maintained accounting records and processed transactions, served as liaison between clients, advisors, and transfer agents, priced securities, calculated net asset value, trained new accountants, reconciled discrepancies, prepared reports, and improved processes.

Master Of Business Administration - Mba, Strategic Management & Organizational Behavior

Dean's Honor List

Extension School - Graduate Certificate, Management Information Systems

Bachelors, Finance