I enjoy being a consultant and helping clients identify and improve inefficient processes. Sometimes companies experience rapid growth or hardships, which make it difficult to find time to evaluate current processes – even if they’re problematic or create unnecessary headaches and delays. Bringing in an outside consultant allows internal teams to continue day-to-day duties, while the consultant develops a plan to increase efficiency through evaluation of the inputs and required outputs of the organization.
For example, one of my recent clients generated a full set of financials manually in Excel via trial balance export from its ERP, Microsoft Dynamics 365. The company had not evaluated the ERP’s built-in reporting capabilities because the process wasn’t seen as broken.
I used the Microsoft Dynamics Report Builder tool to map and replicate the client’s existing financials in the ERP, making all reports on demand. I also enhanced the existing reporting package by developing ratio analysis reports. The client reduced its month-end close timeline and streamlined its financial reporting process by being willing to engage a consultant to develop reports in its ERP.
Careers at 8020 Consulting
We take pride in nurturing long-term relationships with our team members and our clients. If you’re interested in working on our team of accounting and finance consultants, visit the careers section of our website to learn more about life at 8020. You can also put in an application for consideration by following the instructions at the bottom of the page:
About Brett
Brett has more than 14 years of diverse accounting and finance experience spanning several industries at companies including Assurant, eHarmony, Cornerstone OnDemand, Paradigm Talent and William Warren Group. He is an Ernst & Young alumnus with industry experience that includes SaaS, Real Estate, Construction, Insurance and Banking. As a consultant, Brett implemented critical financial structures and best practices for accounting and operational controls. Prior to joining 8020 Consulting, Brett held Controllership roles for a Real Estate Investment Group and SaaS companies. Brett holds a bachelor’s degree in Business Administration in Accounting and an MBA from Kennesaw State University and holds a CPA license in the state of Georgia.
