* The role provides internal support for Epicor Prophet 21* Developed SSRS reports using MS Report Builder* Developed Portals in P21* Implemented controls, database objects, and drills in user interface using Dynachange* Developed Business Rules and Visual Web Rules for P21* Developed miscellaneous scripts/software to handle ad-hoc requests, like importing data using Transaction and Interactive API* Implemented API for various integrations* Developed Azure Function Apps using C# that move very large data sets from MS SQL server to MySQL server* Implemented Asynchronous Processing / Multithreading using C# to split heavy calculations into asynchronous tasks to significantly reduce processing time* Developed functions that interact with Magento websites via regular and Asynchronous Bulk API* Expert at developing API’s without SDK by using only HttpClient class in C#

• Developed custom Business Intelligence software for consolidated financial reporting, analytics, and data import/export tasks using Windows Forms C# programming language and it has the following features: - Uses API to mass import data into Epicor Prophet 21 where mass importing is not supported - Makes direct entries into Sage - Produces Consolidated Financial Statements - Automates numerous manual tasks - Produces complex, advanced Excel spreadsheets for periodic financial reporting• Epicor Prophet 21: system admin and developer – maintain users, roles, permissions. Use Dynachange to alter screens and menus. Use Crystal Reports and InfoMaker to design portals and reports.• Sage: system admin and developer – maintain users, roles, permissions. Develop reports and features for data mass import.• Microsoft Dynamics 365 FnO: developer - alter and/or create new SSRS reports, forms, and data entities using SQL and X++.• Scanner intranet: used PHP and JavaScript to develop an Intranet page to use very old scanners to log service employees’ times working various service projects in Shop• Miscellaneous software produced: Used C# to produce a Scheduler app that runs SQL queries on schedule and saves result in various formats on the network or on OneDrive. Used C# to produce AdminStarter software to launch applications as an admin without requiring the end user to enter admin credentials• Participated in several ERP implementations• Assisted Accounting Department with some data-heavy periodic tasks

• Produced subsidiary-wide BI software using C#, HTML, and JavaScript as ASP.NET web app that was hosted on Azure. The base SQL server for the app was also hosted in Azure. The app had the following features: - Tracked Festivals and Events - Tracked Artist contracts. Produced transaction schedules for import into NetSuite based on due dates in contracts for deposits, balance payments, and profit share - Tracked Foreign Withholding for artists - For venues it produced useful reports, like tipout schedules and commission calculations. - All large event budgeting was done within this software - Produced dashboards for various teams, including top leadership• Developed annual budgets for entire subsidiary and largest events as separate projects, one of which has attendance of over 100,000. The subsidiary consisted of 3 sub-subsidiaries for which consolidated financial statements were filed on monthly and annual basis.• Managed staff of 4 accountants.• Played a key role in company’s acquisition by Livestyle, Inc., which became the parent corporation.• Captured costs savings and continuously improved efficiencies by redesigning new processes and procedures that fit the growing company’s needs• Played key role in subsidiary’s transition after former principals separated from parent corporation.• Decreased outstanding A/R by 70% in 2018 by implementing new procedures in accounting and other departments.• Led the process of selecting new vendors for our largest events, which in aggregate saved the company over $700,000 in 2018.• Lead the new ERP implementation with NetSuite.• Was responsible for filing sales taxes in IL and other states, as well as local amusement taxes, state non-resident artist withholdings and federal foreign artist tax withholdings.• For venues and night clubs filed for and renewed numerous permits and liquor licenses.

• Position involved working with mutual funds that have complex securities such as foreign bonds, term loans, futures, options, currencies, and currency contracts• Posted new foreign currency contracts on a daily basis• Analyzed foreign transactions to determine what kind of currency movement should take place• Researched cash movements posted by custodian to determine principal, interest and associated fees for term loan funds• Organized and created new spreadsheets to simplify and improve accuracy of daily and periodic tasks• Created new macros for MS Excel• Researched outstanding accounting issues with mutual funds• Taken on leadership role during training with new employees and interns• Manipulated report-generating software to improve efficiency• Researched accounting issues for other accountants• Estimated daily income to be posted for term loan funds• Assisted the team leads by reviewing other Fund Accountants’ work and taking ad-hoc assignments• Analyzed transactions to identify any possible security setup problems• Processed security lending transactions• This was a time-sensitive position as Net Asset Values for mutual funds are reported to Lipper and various markets by the end of the business day

• Worked mainly with domestic equity funds, municipal bond funds, and funds of funds• Main responsibility – accurate reporting of daily Net Asset Value• Analyzed and reconciled cash flows, providing explanations to differences• Estimated and posted expense waivers to mutual funds on a daily basis• Analyzed today’s expenses to prior day to ensure consistency• Analyzed income and corporate actions and made necessary adjustments• Analyzed shareholder equity changes and estimated daily, monthly, quarterly and annual income distributions• Generated monthly, semi-annual and annual reports such as: trial balances, income statements, cash exceptions, other income and foreign other income reports• Posted various daily entries to General Ledger• Conducted daily statement reconciliations and cash management duties• Communicated with funds’ sub-advisors and traders on a daily basis• Reviewed trades, making corrections as needed