Tom Spaulding Email & Phone Number

West Des Moines, IA

West Des Moines, IA

-Write VBA code in Excel to automate financial reports and streamline manual processes. Automation has not only saved a large number of hours, but has also increased accuracy by eliminating manual errors. -Write VBA code to automatically email when expense report receipts are missing/travel guidelines have been exceeded or when monthly internal audit.

Des Moines, IA

• Consult with multiple levels within the organization to understand needs and timeframes in order to deliver user friendly, well designed reports.
• Create from scratch, or refine, automated financial reports using Visual Basic in Essbase or Smart View Excel add-ins.
• Ask probing questions to contingency plan for future data or reporting need changes.
• Study unfamiliar Excel financial reports to determine inputs and outputs and write steps to verify data inputs and outputs are correct.

West Des Moines, IA

• Write and debug SSMS queries to summarize large amounts of data in a meaningful and actionable format.
• Create SSIS ETL packages to automatically transfer data into SQL server.
• Create well designed SSRS reports with sub-reports, filters and parameters.
• Collaborate with multiple levels of management to understand business processes and needs in order to deliver the most beneficial and user friendly reports.

West Des Moines, IA

• Newly created position responsible for creating/building all Joint Venture Fulfillment reports and metrics where none existed
• Prepare, present and discuss monthly trended Fulfillment presentations to Joint Venture Fulfillment site managers
• Consult with Fulfillment site leaders and Joint Venture Presidents on monthly forecasts providing analysis and recommendations
• Monitor Cycle Time metrics/trends and collaborate with Joint Venture Presidents and Fulfillment site leaders to identify root causes and solutions.

West Des Moines, IA

• Prepare, present and discuss monthly trended financial presentations to Joint Venture relationship managers and partners
• Consult with Joint Venture relationship managers and partners on annual budgets providing analysis and recommendations
• Revised and streamlined monthly financial statements and creation process
• Identify under-performing Joint Ventures, research underlying factors and collaborate with both Joint Venture relationship managers and retail managers on best practices to increase performance

West Des Moines, IA

• Created Span of Control model used to determine administrative layered expenses, proper manager spans and annual savings/costs based on each layer’s span of control
• Collaborated with Divisional Financial Analysts to create a Store Cure model used to improve the performance of under-performing stores
• Created Store Mix model used to determine annual fundings and NOI for Branch Retail

West Des Moines, IA

• Collaborated with Divisional, Regional, Area and Branch managers on annual budgets
• Analyst for two of the five national divisions and three of the eight after reorganization
• Created Branch Manager Training course used by all of Branch Retail and later integrated into Sales Manger On-Boarding for all new managers
• Created pro forma income statement used by Branch Retail with pre-built scenarios
• Created commission automation tool to simplify underage sharing calculations
• Trained managers on new financial tools, process changes and new products

Des Moines, IA

• Consolidated financial statements of member companies
• Analyzed member company financials to ensure adherence to capital requirements
• Revised employee expense report policies, prepared and presented spending reports to VP
• Hired and trained financial assistant
• Oversaw billing member companies for expatriate expenses

Des Moines, IA

• Collaborated with vice-presidents regarding annual budgets and capital requirements
• Prepared monthly financial statements and performed variance analysis
• Trained all new cost accountants
• Created pro forma income statement and capital expenditure justification for presentation to county hospital board for the construction of a new floor.