Travis Schwartz Email & Phone Number

Overland Park, Kansas, US

Collaborating with businesses to help them understand how NetSuite can drive their business forward.

Omaha, Nebraska, US

Chicago, IL, US

I helped companies with business application strategy, selection, process optimization, implementation, and integration. I specialized in Oracle Applications using both technical and financial backgrounds to achieve complex business objectives. I worked directly with organizations on accounting, budgeting, planning, procurement, project accounting, human.

Omaha, NE, US

• Key member of multiple Oracle ERP and Business Intelligence Implementation teams, lead implementer for Financials (AP, AR, GL), Purchasing, Inventory, Project Management processes.
• AMC Theaters, $4 bil Entertainment company – Manage Oracle Applications team of 5 team members over the course of 2 years. Manage tasks related to reimplementation Oracle EBS Applications. Business process redesign and.
• Gavilon $2 bil Global Trade company - Manage Project team and tasks during Oracle EBS R12 Financials Integration of International acquisition
• InfoGroup - $500 mil data and marketing services – led initiative to integrate United Kingdom based OneSource division into infoGROUP’s Oracle eBusiness Suite (EBS) financial system
• Stowers Medical Research Institute $500 mil Medical Research company – Solution Architect lead for Oracle EBS R12 Purchasing, Inventory, and Grants Accounting
• Hayneedle $300 mil Online Retailer – Solution Architect lead for Oracle EBS 11i Procure-to-Pay and Order-to-Cash Project

• Responsible for all financial functions including; Payable, Receivable, Invoicing, Payroll (10+ employees), procurement, project profitability analysis, and capital budgeting.
• Worked closely with Investors providing monthly financial overview, capital needs analysis, and equity valuation.
• Created Forecasting model for Income Statement, Balance Sheet, and Statement of Cash Flows.
• Established company’s first Chart of Accounts, Balance Sheet, Income Statement, and Statement of Cash Flows.
• Completed monthly, quarterly, and annually State and Federal Tax filings for NE and NY.
• Directed multiple Human Resource functions such as Interviewing, Hiring, and benefits coordination for 10+ employees. Created and maintained Company Code of Conduct and Business Continuity Plan.

Chicago, Illinois, US

• Work directly with 10-15 intercompany plant locations to balance monthly payments and charges. Perform monthly closing and adjusting entries, including brand mass allocations, Channel deferred revenue, and plant.
• Responsible for loading and reconciling all monthly Ice Cream Division activity ($40 mil Sales). Paid broker commissions to Ice Cream distributors and researched any customer sales discrepancies.
• Assisted with system testing and configuration while assigned to various system conversion projects, such as Accounts Payable (Walker), Order Entry (SAP), and Forecasting (Hyperion).
• Division coordinator for treasury related functions including; bank closings and openings, maintaining authorized signers for 30+ bank accounts, wire tracking, honor draft maintenance, and stop pay issues.
• Verification of over $750,000 in annual donated product and preparation of annual tax schedule.

Omaha, NE, US

• Worked directly in the daily treasury management function of $2+ billion in customer cash and securities (15c3-3).
• Established monthly unsecured debits write-off procedures and oversaw monitoring of $4 mil in Unsecured Debits.
• Managed commission accounting schedules for 25 external correspondent broker dealers.
• Developed departmental budgeting template and conducted quarterly profitability and variance analysis of 15-20 inter-company departments with managerial financial reporting package, created employee capacity planning.
• Presented Finance Department overview at all new hire orientations.

Mba, Business

Bachelors, Finance, Mis