Robert Clement
- Role
- Manager Consulting at Saxony Partners
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Robert Clement
Results driven professional experienced in business process reengineering, accounting and…
Experience
Manager Consulting
Sep 2015 — Present
Implement Invoice/Purchase Order workflows in Yardi Voyager 7S. Lead the design sessions for the business process flow and build the required workflows for several Invoice Register and Purchase Order approval matrixes. Results: Replaced manual paper approvals with and electronic paperless approval workflow. Create a data migration plan to migrate QuickBooks data to client’s current ERP system. Design an ETL methodology plan to move data from legacy database. Extract data from the current QuickBooks database and transform the data into loadable files for the receiving ERP system (Yardi Voyager 7S). Results: Designed a repeatable process that can be used for multiple clients and adapted for other ERP systems. Implement Sage Concur Invoice Solution system for client. Perform setup and testing of the Sage Concur Invoice (SAP Invoice) system. Documented specific client processes, create detailed department workflows, delivered customized department training for a multi-state client. Results: Client had unique workflows attached to invoices and a manual e-mail approval process was replaced with electronic approvals and images. Reconfigure Sage INTACCT accounting system. Review current Sage INTACCT system with client. Design better Sage INTACCT account groups, inactivate legacy department, add new location dimension, and create project smart rules. Results: Client can produce financial statement on a branch/project level and when accounts were grouped correctly made a better financial presentation for management. This configuration eliminated the need to process financial statements in excel.
Skills
- Data Management
- Financial Reporting
- Limited Partnerships
- Budgets
- General Ledger
- Management Reporting
- Management
- Microsoft Dynamics Erp
- Data Conversion
- Sql
- Commercial Real Estate
- Best Practices
- Data Security
- Custom Software Development
- Residential Real Estate
- Real Page/Onesite Property Management
- Financial Analysis
- Project Management
- Accounting
- Budget Analysis
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