Jeff Budde Email & Phone Number

Columbus, Ohio

Columbus, Ohio

Washington D.C.

• Advance the adoption of cloud-based technology within the Firm’s Virtual CFO offering
• Further refine and improve the Virtual CFO offering
• Evaluate the evolving technology landscape and recommend new and improved technologies
• Advise clients and partners on emerging technology solutions to provide value-added services and efficiency
• Improve the efficiency of the outsourced services delivery model

Washington D.C.

• Implemented, upgraded, and managed accounting software
• Led end-user training on topics ranging from accounting processes, financial reporting, user security, accounting solution design, and purchase requisition processes
• Designed, implemented, and trained end-users on a business-intelligence solutions enabling users to create ad-hoc reports using real-time data
• Created GAAP Financial Statements using financial reporting software
• Enhanced budget processes by stream-lining budget template creation, budget entry, and budget integration

Chicago, Illinois

• Advised clients on accounting issues ranging from revenue and expense recognition, journal entry reversal, payroll, AP, and AR reconciliation, and period-end close
• Implemented and upgraded ERP accounting software for multi-million dollar clients
• Led end-user training on topics ranging from accounting processes, financial reporting, user security, accounting solution design, and purchase requisition processes
• Designed ETL processes, implemented data warehouses, tested, reviewed and trained end-users on business-intelligence solutions enabling users to create ad-hoc reports using real-time data
• Created GAAP Financial Statements using financial reporting software for clients with billions of dollars in assets
• Developed SQL-based AP and GL reports using web reporting tools

Chicago, Illinois

• Created management reports using Microsoft Access for a large county hospital
• Projected cost savings using Microsoft Excel for a major academic medical center
• Built a database using Microsoft Access to organize client information for potential international clients
• Developed a “Best Practices” document by researching relevant articles for a large public university
• Compared the cost, productivity, and quality of service for several clients to determine industry best practices

Columbus, Ohio

• Processed over $50 million daily in mutual fund transactions for institutional clients
• Provided account balance information, personal account information, and other customer service functions for mutual fund and money market account customers

Columbus, Ohio

• Supported the departments new and existing patients with excellent customer service
• Developed a patient database while working closely with the Division Administrator
• Received admirable reviews from the Division Administrator and Division Director