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 resources, payroll systems, and reporting.

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 integrations with 26 external systems.•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.• Created financial model used as a key tool in the sales process to calculate ROI for prospective customers.

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 Capital expenditures.• 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 model.• Presented Finance Department overview at all new hire orientations.

Mba, Business

Bachelors, Finance, Mis