Thomas Swanson, Cpa (Inactive), Mba Email and Phone Number
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I assist small to mid-sized businesses gain greater control over their financials and operations by making better use of their accounting/ERP system and by providing more useful reporting and analysis. I contract as an extension of the busy Controller’s staff by streamlining procedures, optimizing system performance, designing meaningful financials and analytics, and providing instant access to data. I am best known as a Dynamics GP and Blackbaud Financial Edge specialist. I bridge the gap between IT and end users. My broad industry experience includes health care, medical device, financial services, manufacturing, not-for-profit and more.System Implementation | Financial Reporting | Financial Analysis | Forecasting | Process ImprovementContact me by phone: 612-232-5121 or email: tom.i.swanson@gmail.comKey Accomplishments:• ERP system implementation and support in multiple private and public companies in many industries.• Expert design of financial statements with an emphasis on EBITDA and KPI reporting.• Designed total operational and cash flow budget packages for multiple clients. Extended into driver-based, rolling forecast models with connections to live data to steer performance and collaboration.• Designed refreshable, parameter-driven Excel workbooks for inquiry, data analysis and transformation.• Implemented accounting best practices and process training.Specialties: • Microsoft Dynamics GP• Microsoft Management Reporter• Blackbaud Financial Edge NXT • Advanced Excel – ODBC, Microsoft Query, data models, Power Pivot, Power BI• Driver-based forecasting, rolling forecasts, scenario analysis• Financial analysis, data integritySkills and Competencies:Trustworthy | Reliable | Effective Communication | Good Listener | Accurate | Detail-oriented | Analytical Thinker | Anticipates Needs | Consulting | Chart of Accounts | Consolidations | Financial Statements | Project Accounting | Percentage of Completion | Advanced Excel | Software | Month End Close | Auditing | Special Projects
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Blackbaud Erp ConsultantWorld Mission Prayer League Nov 2020 - PresentMinneapolis, Minnesota (Remote)Designed a variety of financial reports, project reports, statement of cash flows, updated chart of accounts, improved accounting for securities investments. Worked directly with the Administrator and the Accountant to improve the use of Blackbaud FE NXT software (cloud and database versions).
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Expert Fp&A, Erp And Reporting SpecialistSwanson & Associates Sep 1986 - PresentTwin Cities Of Minneapolis/St. Paul MnCURRENTLY AVAILABLE FOR PART-TIME CONTRACT OPPORTUNITIES Areas of Practice:• Accounting System Implementation - Optimization, Training & Upgrades• Financial Reporting, Consolidations, KPIs• Management Reporting, Custom Report Design, Advanced Excel• Project Accounting, Percentage of Completion• Budget Preparation, Driver-based Planning, Modeling• Forecasting – Operations, Cash Flow, Rolling Forecasts• Financial Modeling• Financial Analysis, Variance Analysis, Data Validation, Data Mapping• Interim Controllership, Audit Support• Medical Billing - Discounts and AllowancesTom worked on many engagements over the years in his areas of specialization. He is somewhat unique in that he offers a strong blend of business experience, accounting experience and the application of technology to improve the quality and timeliness of financial information for decision making. Data analysis is more efficient today when the tool of choice (e.g. Excel) is connected directly to data sources, eliminating the need to export/import data.Interpersonal Strengths:Trustworthy | Reliable | Effective Communication | Analytical ThinkerAccurate | Detail-oriented | Anticipates NeedsSelective Clients:• World Mission Prayer League (Not-For-Profit, 2020-2021)• VTI Security (System Integrator, 2017-2018)• Onvoy LLC (Telecommunications, 2016)• Life Link III (Not-for-Profit, 2009-2015)• ABILITY Network (Healthcare Provider/Payor Applications, 2015-2016)• AdvancedCath/TE Connectivity, (Healthcare Manufacturing, 2013-2015)• Audio Research Corp. (Manufacturing, 2011-2012)• Medafor Inc. (Medical Device, 2002-2013)• Walker Methodist (Health Care, 2012)• Marsden Holding LLC (Service, 2010)• Wealth Enhancement Group (Financial Services, 2004-2008)• Life Time Fitness (Health Clubs, 2005-2007)• Volunteers of America (Not-for-Profit, 2003)• FamilyMeans (Not-for-Profit, 2002-2014)• Peters Billiards (Retail, 2004-Present) -
Financial Reporting And Erp Specialist (Contract)Vti Security Apr 2017 - Feb 2018Burnsville, Mn• Contracted to assist the financial team in the implementation of "Solutions 360" business software package for technology integrators. Provided implementation planning, data migration and end user training.• Post implementation: Provided financial and ad-hoc reporting/analysis, data validation, project status and revenue recognition review (percentage of completion), account mapping to general ledger from ADP payroll, troubleshooting, and go-to support within accounting. -
Dynamics Gp Consultant (Contract)Onvoy Llc Feb 2016 - Dec 2016• Improved accounts payable batch processing and customized accounts payable aging.• Restructured chart of accounts for revenue and cost accounts.• Redesigned consolidated monthly reporting packages for multiple audiences.• Integrated accounting and updated consolidated financial reporting for acquired company.• Automated the generation of the statement of cash flow for acquisition accounting.• Designed payment feedback reporting to EDI processor. -
Manager, Financial Reporting (Contract)Ability Network Dec 2015 - Feb 2016• Customized receivables aging with additional "buckets" and a new metric for "weighted days outstanding" by customer.• Designed the monthly variance analysis report (consolidated and by department/company) to link directly to Dynamics GP tables. -
Financial Reporting And Erp Specialist (Contract)Advancedcath/Te Connectivity Mar 2013 - Dec 2015Eden Prairie, Mn• Designed a complete package of financial statements with KPIs by company/department using Microsoft Management Reporter. Emphasized EBITDA and Trailing Twelve Month presentations.• Designed Excel driver-based, rolling forecasting model for multiple companies and departments. • Designed data integrations for general ledger trial balances and payroll distributions to save staff time and improve accuracy.• Integrated accounting for acquired companies.
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Financial Accounting, Fp&A Consultant And Erp Specialist (Contract)Life Link Iii Jan 2009 - Nov 2015Minneapolis, Mn• Managed implementation of Microsoft Dynamics GP financial modules and designed financial statements with metrics. Provided end-user training in the new system. • Coordinated budgeting process with directors and managers including revenue, personnel, departmental spending and capital resources. Designed driver-based model for continuous forecasting.• Provided financial analysis in key business areas such as medical billing discounts and allowances which improved timing and accuracy of monthly/annual financial reporting.• Managed project to automate supplies and medications inventory control at base locations with an emergency medical software product "Operative IQ".• Provided detailed analysis and recompilation of cash receipts for Minnesota Care Tax purposes resulting in $230,000 of tax refunds for 2007-2010. -
Financial Reporting & Erp SpecialistHomeowners Preservation Foundation Dec 2012 - Jan 2013Richfield, Mn• Designed various financial statements by cost center, business line and analytical accounting code using Microsoft Management Reporter. • Imported forecast and budget data into Microsoft Dynamics GP general ledger for 2012/2013 actual versus plan reporting. • Designed data integrations for vendor and vendor transactions to save staff time and improve accuracy. -
Financial Planning And Analysis ConsultantAudio Research Corporation Mar 2011 - Dec 2012Greater Minneapolis-St. Paul Area• Implemented "Alight Planning" software for annual budgeting and periodic rolling forecasts and scenario analysis in this multi-company manufacturing and distribution organization. • Completed monthly reporting package for actual vs plan results and trailing-twelve-month (TTM) performance leading to improved control over operations and cash flow. -
ConsultantWalker Methodist Jan 2012 - Jul 2012Greater Minneapolis-St. Paul Area• Improved the format of financial statements including key metrics.• Automated the summarization of financial information for Form 990 and Medicare cost filings.
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Financial Reporting SpecialistLife Time Fitness Mar 2005 - Nov 2007• Member of project team which built a data warehouse and implemented Cognos Reporting and Cognos Analysis tools at a rapidly growing, publicly held $600 million health fitness company.• Personal responsibilities included data cleansing, report specifications and validation, reporting packages.• Responsible for design and maintenance of monthly internal and quarterly external financial statements for the Dynamics SL general ledger. -
Vice President, Chief Financial OfficerAmeridata Systems, Inc. Sep 1983 - Feb 1986Key Accomplishments:• Achieved better control of the company by adding controls in receivables and credit, cash management, financial reporting, budgeting and forecasting.• Established written policy and automated procedures for receivables and credit area, reducing days outstanding, delinquencies and losses.• Assisted President in buyout of company stock, which involved working with attorneys on buy/sell agreements, negotiations with sellers and arranging for financing.• Participated in investigating and negotiating mergers and acquisitions.• Developed and computer-modeled more equitable sales compensation program and results-based management incentive plan. Primary Responsibilities:• Manage staff of eleven through two direct reports.• Generate monthly reporting including, P&L’s, working capital, cash flow, etc.• Maintain the integrity of the general ledger.
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Manager, Corporate AccountingCummins Power Generation (Onan Corporation) Sep 1976 - Sep 1983Key Accomplishments:• Assisted in changing a one-division company into a multi-division, multi-profit center company, expanding in the international marketplace. • Revised and improved financial reporting and accounting procedures through three reorganizations and an ownership change.• Managed implementation of automated tracking system in R&D area• Developed business planning procedures, directed the budget planning process and managed presentation of profit plan to the parent company.• Participated in forecasting income tax rates, payment and timing differences and in providing tax return information. Worked with DISC/FISC, LIFO and installment reporting.Primary Responsibilities:• Manage staff of seven through two direct reports.• Prepare monthly financial information required by key management and major shareholders.• Coordinate annual budget process and monthly forecasting. -
Senior Manager (Audit)Kpmg Peat Marwick Jan 1968 - Sep 1976• Audit Manager, Minneapolis office (1974 to 1976). Clients included an international agri-business company, a publicly-held wholesaler and retailer of grocery products, a newspaper and publishing company, a broker of produce and transportation, and others. • Audit Supervisor, New York Executive Office (1972 to 1974) in the Department of Professional Practice in the Computer Audit, Quality Control, and SEC Practice groups. Professional development course instructor.
Thomas Swanson, Cpa (Inactive), Mba Skills
Thomas Swanson, Cpa (Inactive), Mba Education Details
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Business Administration -
Business Administration And Accounting
Frequently Asked Questions about Thomas Swanson, Cpa (Inactive), Mba
What company does Thomas Swanson, Cpa (Inactive), Mba work for?
Thomas Swanson, Cpa (Inactive), Mba works for World Mission Prayer League
What is Thomas Swanson, Cpa (Inactive), Mba's role at the current company?
Thomas Swanson, Cpa (Inactive), Mba's current role is Contract Professional in the Gig Economy | FP&A, ERP and Reporting Specialist |Transforming Data into Information | Blackbaud Financial Edge | Microsoft Dynamics GP.
What is Thomas Swanson, Cpa (Inactive), Mba's email address?
Thomas Swanson, Cpa (Inactive), Mba's email address is th****@****ork.com
What is Thomas Swanson, Cpa (Inactive), Mba's direct phone number?
Thomas Swanson, Cpa (Inactive), Mba's direct phone number is +161246*****
What schools did Thomas Swanson, Cpa (Inactive), Mba attend?
Thomas Swanson, Cpa (Inactive), Mba attended University Of Michigan - Stephen M. Ross School Of Business, University Of Minnesota - Carlson School Of Management.
What skills is Thomas Swanson, Cpa (Inactive), Mba known for?
Thomas Swanson, Cpa (Inactive), Mba has skills like Financial Reporting, Forecasting, Financial Analysis, Management, Crystal Reports, Training, Project Planning, Variance Analysis, Auditing, Accounts Payable, Microsoft Dynamics Gp, Budgeting.
Who are Thomas Swanson, Cpa (Inactive), Mba's colleagues?
Thomas Swanson, Cpa (Inactive), Mba's colleagues are Hossain Md. Ershad Ibne Sharif, Chris Beyer, Lackey Carol, Meher Ali, Carol Lackey, Deb Ringblom, Samuel Bryngelson.
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