Thomas Platten, Cpa Email & Phone Number

Denver, Co, Us

Denver, Co

Seattle, Washington, United States

Seattle, Washington, United States

Seattle, Washington, United States

• Develop and drive new programs with cross-functional stakeholders, defining end to end strategy, owning and managing implementation activities, developing processes, metrics, documentation and communications, and supporting continuous improvement of programs.• Communicate and influence adoption of new/updated programs and processes to leaders, employees, and cross functional organizations.• Collaborate and build relationships with business, accounting, technology, and finance owners globally to build scalable financial automation with the highest degree of controllership.• Implement and manage the launch policies and exception mechanisms to identify, inventory, track, and resource automation with multiple technology teams, as well as report status of financial automation initiatives and hold leaders accountable across multiple functional organizations.• Partner with business teams to influence business processes and decision making to scale financial recordkeeping health while meeting business objectives

Denver, Colorado

• Evaluated and transformed business processes, with a specific focus on the financial close process, through the use of technology such as SAP, BlackLine, Workiva, and ServiceNow• Led workshops with client stakeholders and gathered/documented key business requirements• Conducted fit/gap analysis on requirements deemed necessary for future state business processes• Performed a variety of duties related to the systems development lifecycle, including, but not limited to: functional specification/”user story” gathering, creating user acceptance testing (UAT) scripts, coordinating UAT and ensuring acceptance criteria is met, creating training materials, providing training to client personnel, and aiding client users during the hyper-care phases• Identified client issues and managed day-to-day relationships• Participated in engagement planning and budgeting; defined the work product structure and content; managed engagement economics, engagement risk and engagement timeline

Denver

• Compiled monthly consolidated financial statements for Seattle Fish Company and its subsidiaries, provided detailed analysis on key performance indicators to individual department leaders• Documented and evaluated Company processes in Microsoft Vizio, conducted formal risk assessments, and implemented necessary internal controls, within the following functional areas: finance/accounting, payroll, human resources, IT, procurement, receiving, sales, processing, quality, shipping, and distribution• Recognized a significant lag in the triple match process of the accounts payable function, due to increased volume and inadequate staffing, which caused inventory to be sold at an insufficient price, due to mismatched pricing between purchase orders and vendor invoices, and recommended, configured, and implemented SAP Concur’s invoice processing platform, resulting in a complete transformation of the accounts payable process, which has identified purchase order and vendor invoice discrepancies up to 20 days quicker compared to the previous process• Developed financial reporting decks focused on balance sheet metrics, with an emphasis around the cash conversion cycle, reviewed with Procurement and assisted in the transformation of their demand forecasting and purchasing process for frozen products, which resulted in a decrease in days inventory outstanding (DIO) of 15 days for that merchandise group• Utilized knowledge of tables, relationships, and normalization, to create various queries and reports in Microsoft Excel and Access, that allow teammates to pull sales, purchasing, and inventory data from our legacy ERP in a quicker and more user-friendly manner, optimizing the financial systems that were in place• Fabricated and implemented a fixed asset database in Microsoft Access, eliminating the need for outsourced fixed asset tracking and documentation, from an outside CPA firm, resulting in a sustainable cost reduction for the Company

• Compiled and analyzed monthly financial statements, created a key performance indicator package, and reviewed with the owner and upper management monthly, to help guide operational strategy• Developed business line specific forecasts with upper management and presented detailed analysis on actuals compared to projections, to drive more thorough decision making around unbillable labor, sub-contractor use or non-use, choice of vendors for material purchases, and G&A spend • Prepared labor burden and standard cost variance analysis for our Fabrication business line, resulting in more accurate bidding, $1Mil top line revenue increase yearend 2016 over yearend 2013, and a net profit of 5% in 2016, compared to a net loss in 2013• Configured and implemented AboutTime time tracking software, which decreased unbillable time by 50% and cut administrative time tracking and data input costs by 75% per week• Performed monthly account reviews, reconciliations, and necessary GAAP adjustments• Assisted the outside CPA in preparation of the yearend tax return and interim tax planning• Developed and implemented Company’s Vision, Mission, and Core Values as part of the senior management team

Denver

• Assisted in the completion and review of the quarterly 10-Q’s and annual 10-K• Analyzed general and administrative spending and reported to the Controller and Assistant Controller, monthly• Prepared monthly reconciliations for various current assets, accrual, and loan accounts• Completed monthly closing journal entries relating to corporate expenditures (i.e. prepaid insurance, professional service accruals, employee stock transactions, etc.)• Assisted the Fixed Asset Department in the creation of a new Company procedure related to tracking and accounting for Unproven Properties

Centennial, Co

• Provided business consulting services in the areas of tax planning, financial forecasting, business valuations, financial statement analysis, and succession planning• Prepared federal and state income tax returns for corporations, partnerships, and non-profits• Compiled quarterly and yearly financial statements• Performed detailed GAAP reviews for clients on a monthly, quarterly, and/or yearly basis• Prepared monthly GAAP adjustments for numerous clients: prepaid expenses, accruals, capitalization of fixed assets, payroll reconciliations, etc.

Master Of Accountancy, Accounting

Bs, Finance, Accounting

Activities and Societies: Beta Alpha Psi Member