Mark Haller Email & Phone Number

Greater Milwaukee Area

I serve various Robert Half clients with my accounting, Excel & data-analysis skills.Currently (Nov 2024), helping a school district with their grant-claim process & monthly financial analysis. Plus, develop/enhance Excel workbooks to simplify day-to-day tasks & internal controls.Previous assignments:- grant accountant for non-profit, working in early education- daily accounting for trucking company- CRM system-conversion from Advantage to Cloud Suite Financial (Infor product) for a county government

Menomonee Falls, Wisconsin

KEY RESULTS. Saved 8+ hours per month, by creating an Excel-system to process data for 500+ credit cards. Simplified complex calculations, by creating documents to convert SAP data into clearer results. Overhauled an allocation process; saving 2+ hours during month-end closeRESPONSIBILITIES. Monthly financial statements preparation & analysis of variances (vs. prior year & budget). Reconciliations of balance sheet accounts to insure accurate balances. Insured accurate inventory processes were being followed. Assisted in preparation annual budgets & quarterly forecasts

Brown Deer, Wi

KEY RESULTS- Saved 8+ hours per week by automating a process of comparing receipts to bank data; this process has been adopted by other dental groups within the company- Overhauled an allocation process, saving 2 hours during month-end close - Assisted in employee-theft detection and monitored cash activity to remove potential theft concerns- Simplified rent process; saved 4+ hours per month, while insuring accurate, timely payment; this system has been adopted by other dental groups within the company- Rapport with all levels of co-workers; ability to simplify/analogize complex matters- Patient trainer of co-workers; working at their pace, while still achieving session objectives

Milwaukee, Wis

began as temporary assignment; grew to full-time positionsee above American Dental Partners (ADP) data for details

New Berlin, Wi

company now known as Balanced Edge, Inc (Brookfield, WI)KEY RESULTS- Simplified complex accounting and tax matters for client’s understanding- Discovered various methods to research public records in various counties & municipalities- Supervise office move of office technology (voice/data/computers); my planning led to a seamless transition to our new location and minimal downtime

Bachelor Of Business Administration (Bba), Accounting

Accounting

Transferred to UW-Eau Claire

Education record