Brian Whitney

Brian Whitney Email and Phone Number

Accounting Manager | GAAP, Financial Reporting, Financial Analysis, ERP Systems, General Ledger, Internal Controls, Compliance, Excel, Process Improvement, Collaboration, Team Leadership, Problem Solving
Brian Whitney's Location
Greater Minneapolis-St. Paul Area, United States
About Brian Whitney

As an accomplished Accounting Manager I bring a strategic, multi-disciplinary approach to process improvement, systems optimization, and compliance oversight. I have a track record of enhancing financial reporting accuracy, streamlining accounting processes, and leveraging financial analysis to support organizational growth and operational efficiency.► Coordinated accounting team project to address a two-year financial statement backlog following a mishandled accounting system conversion. Diagnosed and corrected ERP configurations issues and user input errors to produce GAAP-compliant financial statements, enabling the organization to secure vital financing for facility expansion and new acquisitions.► Developed and maintained accounting policies, operating manuals, and Standard Operating Procedures, ensuring consistent application of accrual accounting standards. Reviewed reconciliations, journal entries, and subledger reports to maintain data integrity across all financial statements.► Increased data granularity sevenfold by expanding the Chart of Accounts, resulting in customized departmental financial analyses based on 35 industry Key Performance Indicators that exposed operational weaknesses. Leveraged insights to recommend improvements that boosted sales and reduced costs.I thrive on turning complex financial data into actionable insights to help businesses make informed decisions. With extensive experience in general ledger management, account reconciliation, financial analysis, ad hoc reporting, financial statements, compliance and systems analysis in multiple industries, I am adept at ensuring accurate and timely reporting across a range of financial systems.Specialties: GAAP, General Ledger, Financial Reporting, Financial Analysis, Process Improvement, ERP Systems Analysis, Learning New Systems, Written Communication

Brian Whitney's Current Company Details

Accounting Manager | GAAP, Financial Reporting, Financial Analysis, ERP Systems, General Ledger, Internal Controls, Compliance, Excel, Process Improvement, Collaboration, Team Leadership, Problem Solving
Brian Whitney Work Experience Details
  • Chopper Powersports
    Accounting Manager
    Chopper Powersports Mar 2021 - Sep 2024
    Greater Minneapolis-St. Paul Area
    Improved GAAP compliance from 45% to 100%. Established SOPs, implemented internal controls, monitored revenue recognition, managed general ledger, trained accounting staff, and supervised month-end / year-end close.Resolved 24-month financial reporting backlog caused by mishandled system conversion. Diagnosed and corrected ERP configuration issues and user input errors to produce GAAP financial statements, enabling company to secure financing for expansion.Enhanced accounting granularity sevenfold by expanding chart of accounts to capture 35 industry KPIs. Analyzed data in Excel and provided critical insights to improve efficiency, control costs and increase sales in 4 departments.
  • Wells Fargo
    Accounting Systems Qa Analyst
    Wells Fargo Apr 2019 - Mar 2021
    Chandler, Arizona, United States
    Reduced accounting regression testing time by 80%. Used Excel macros to combine data from 12 accounting reports into a reconciliation model, ensuring accuracy and integrity of data provided to interface applications.Key advisor for seamless execution of Wells Fargo’s first closure of an international branch. Thoroughly validated final accounting entries and system procedures in test environment and presented recommendations to operations managers.
  • Freelance
    Digital Campaign Manager
    Freelance Sep 2014 - Apr 2019
    Scottsdale, Arizona
    Created 21 automated marketing campaigns, generating $4M in sales for 6 clients. Integrated 8 different SaaS applications to track marketing data analytics and optimize lead capture, email strategy, sales, checkout, and payment processing.
  • Wells Fargo
    Accounting Business Systems Consultant
    Wells Fargo Apr 2013 - Sep 2014
    Charlotte, North Carolina
    Strengthened accounting entry validation from 5% to 100%. Created Excel model using 8 system reports to reconcile commercial lending activity and to recalculate interest accruals and FX gains or losses.Reduced delays in international branch end-of-day process by 70%. Led Production Support team and coordinated cross-functional resolution of system functionality issues encountered during daily close.Accounting SME for core international banking system (Oracle FLEXCUBE) deployment and 12 changes / enhancements. Contributed to UAT planning and test execution for complex requirements such as Foreign Accounts Tax Compliance Act.
  • Zak Products
    Accounting Manager
    Zak Products Apr 2011 - Feb 2012
    Irving, Texas
    Reduced monthly sales input time from 40 hours to 40 seconds. Led project to integrate online ordering platform with accounting system (MAS 200), eliminating manual booking of sales transactions.Cut inventory costs by 5% and repurposed 50 labor hours per month. Executed in-depth cost analysis for on-site product packaging, determining superior efficiency of outsourcing packaging to product manufacturer.Contributed to 10 strategic decisions for 3 company divisions. Utilized financial analyses, ad hoc reports and qualitative research to obtain critical insights and communicated recommendations to executives.
  • Tpg
    Fund Accountant - Private Equity
    Tpg Nov 2010 - Apr 2011
    Fort Worth, Texas
    Decreased month-end close from 10 days to 5 days for $1.5B hybrid private equity / hedge fund. Led project with third-party administrator to develop custom reports, enabling faster reconciliation of cash flows and asset value.Achieved 100% accuracy of investment subledger. Analyzed highly complex corporate bank debt investments in the system (Advent Geneva) and reconciled data to external transaction documents.
  • Lacrosse Global Fund Services (Former Cargill Subsidiary)
    Senior Accountant - Hedge Fund Administration
    Lacrosse Global Fund Services (Former Cargill Subsidiary) Jun 2007 - Oct 2010
    Edina, Minnesota
    Reduced daily close by 8 hours and monthly close by 4 days for a $500M complex multi-strategy hedge fund. Acquired expertise in complex investment accounting and continuously refined reconciliation of cash, positions, and valuation.Major contributor to accounting SOP creation for newly deployed system (Advent Geneva). Collaborated continuously with operations, IT, client service and leadership to on-board company’s first external client.Executed UAT and QA procedures for 20 system changes. Ensured fund accounting functioned as designed throughout updates, enhancements, integrations, and client reporting development.
  • Rsm Us Llp
    Senior Audit Associate
    Rsm Us Llp Jan 2005 - Jun 2007
    Minneapolis, Minnesota
    Reduced audit manager and partner review time by 50% for high-risk client with complex accounting by improving clarity and thoroughness of test documentation. Received formal recognition and a cash bonus for this achievement.Decreased client audit preparation time and improved client relations by building expertise in extracting general ledger data from client ERP systems.Led engagement teams for 11 audit clients. Supervised and trained 12 junior associates, and effectively communicated with 7 audit managers and 5 audit partners throughout the execution of test plans.

Brian Whitney Skills

Accounting Financial Analysis Financial Reporting Internal Controls Financial Statements Financial Accounting Auditing Managerial Finance Microsoft Office Sap Analysis Project Planning Gaap Operations Management Private Equity Budgets Forecasting Mergers And Acquisitions Strategic Planning Process Improvement Business Strategy Strategic Financial Planning Payroll Management Hedge Funds Executive Management Start Ups Sales Microsoft Excel Strategy Investments Entrepreneurship Finance

Brian Whitney Education Details

Frequently Asked Questions about Brian Whitney

What is Brian Whitney's role at the current company?

Brian Whitney's current role is Accounting Manager | GAAP, Financial Reporting, Financial Analysis, ERP Systems, General Ledger, Internal Controls, Compliance, Excel, Process Improvement, Collaboration, Team Leadership, Problem Solving.

What schools did Brian Whitney attend?

Brian Whitney attended The College Of St. Scholastica, University Of Minnesota-Twin Cities.

What are some of Brian Whitney's interests?

Brian Whitney has interest in See 1, Atv's, Economic Empowerment, Rhetoric, Education, Off Road Motorcycles, Environment, Religions, Persuasive Writing, Economics.

What skills is Brian Whitney known for?

Brian Whitney has skills like Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Statements, Financial Accounting, Auditing, Managerial Finance, Microsoft Office, Sap, Analysis, Project Planning.

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