Tom Bertz, Jr., Cpa Email & Phone Number

Waunakee, WI, US

Madison, Wisconsin, United States

Lead team responsible for ensuring internal controls, regulatory and user group security considerations are incorporated into the overall design of the Workforce Asset Management (WAM) and Mobile Work Management Long Cycle systems. Solution includes retiring primary systems into one Oracle based solution. Collaborate with process owners to prepare and.

Madison, Wisconsin Area

• Administered strategies for the 9/7/21 successful implementation of Oracle Customer to Meter (C2M), Mobile Work Management Short Cycle and Customer Experience (CX) systems and assisted in post go-live stabilization.
• Used the required C2M configuration, analyzed business requirements to drive the design and implementation of new business processes. Implementation included updates to the customer meter, revenue/sales/billing.
• Assisted Risk and Control team responsible for ensuring internal controls and regulatory considerations were incorporated into the overall design of the solution.
• Collaborated with process owners to prepare and update all SOX documentation including C2M and IT General controls. Ensured documentation is properly maintained in the Company’s SOX application.

Madison, Wisconsin Area

• Administered strategies with Finance Leads for the 1/1/19 successful implementation of Oracle Cloud Enterprise Resource Planning (ERP) Financial System and assisted in post go-live stabilization efforts.
• Used the required ERP configuration, analyzed business requirements to drive the design and implementation of new business processes. Implementation included general ledger, accounts payable, miscellaneous accounts.
• Coordinated ERP Production Approval Certificate process including developing approval process and obtain Finance Lead approvals.
• Assisted Risk and Control team responsible for ensuring internal controls and regulatory considerations were incorporated into the overall design of the solution.
• Collaborated with process owners to prepare and update all SOX documentation including ERP, IT General and Human Capital Management controls. Ensured documentation is properly maintained in the Company’s SOA application.

Madison, Wisconsin Area

• Reviewed and approved accounting staff monthly journal entries and quarterly FERC Form 1 report. Increased the efficiency of processes such as streamlining work papers for the FERC and PSCW report.
• Assisted in the preparation of external 10Q financial reports including, but not limited to, preparing consolidation schedules, footnotes, and supporting documentation. Reviewed the reports for completeness and accuracy.
• Prepared and maintained accounting disclosures and related spreadsheets, account reconciliations, and reports.
• Collaborated with process owners to prepare and update all SOX documentation and ensured documentation is properly maintained in the Company’s SOA application.

Madison, Wisconsin Area

• Provided leadership after the 2015 go-live of the new Customer Information System (CIS), led processing customer payments and corporate bank reconciliations; collections/receivable management including third-party.
• Achieved a seamless transition of applying customer payments to the new CIS billing system. Implemented efficiencies resulting in 30% reduction in department headcount.
• Lead new customer electronic payment option in 2017, with current monthly customer payments of $20 million.
• Achieved 60% reduction in monthly bank reconciliation time.
• Expanded collections strategy in 2017, reducing delinquent receivables by 75%.
• Responded to all SOX-related revenue annual audits and data requests, with no significant issues since go-live.

Madison, Wisconsin Area

• Led team responsible for ensuring internal controls and regulatory considerations were incorporated into the overall design of the CIS solution. Solution included retiring 30 year old primary systems in both WI and IA.
• Completed two internal audits that were required prior to go-live, including sampling of 7,000 test cases.
• Updated SOX narratives and other documentation.
• Facilitated go-live weekend effort ensuring all customer data was properly transferred from previous systems to the new CIS.
• Managed project’s relationship with regulatory, oversaw 16 tariff filings between WI and IA state public utility commissions as standardized our processes between the two states.

Madison, Wisconsin Area

Supported various VP’s and directors, primarily the VP of Energy Delivery Customer Service including annual spend of $40 million including expense and capital. Managed activities of analysts including analyzing and forecasting monthly and annual financial performance.

Developed corporate presentations for investors, potential investors, investment bankers, security analysts and rating agencies including financial and operating information; addressed external questions regarding corporate performance, debt ratings, etc.

Madison, Wisconsin Area

Developed and maintained corporate financial models used to analyze and forecast monthly and annual financial performance, including divestitures of international investments; led team to choose and implement new forecasting financial tool; created monthly PowerPoint summary for Board of Directors and senior management.

Madison, Wisconsin Area

Created month-end financial statements for $650 million in foreign utility investments for over 30 entities in 5 countries; translated financial statements to the United States dollar and accounting principles, provide direction to international accounting staff, creating schedules for external reporting.

Madison, Wisconsin Area

Greater Milwaukee Area