Bottorff Consulting, LLC
Richard L. Bottorff, Jr. CPA/Owner
Phone: 317-435-7700 Email: rich@bottorffconsulting.com
Finance professional with over 20 years of combined accounting, analysis, and defined contribution consulting experience. Highly advanced skills in creating complex models, macros, ad hoc reports, and custom applications in Excel obtained through dynamic prior experience. Proficient in tracking, manipulating, aggregating, and analyzing data in various download formats. Effective in designing and improving reporting processes. Proven ability to handle multiple competing tasks and communicate effectively with various levels within an organization.
• Detail-oriented with expert level proficiency with Microsoft Excel
• Proficient with Access (creating queries with SQL and macros), Business Objects, Microsoft Word, PowerPoint, PeopleSoft, Hyperion Essbase, Oracle, and Lawson
• Self-starter, creative thinker, multi-tasker, independent worker, and deadline driven
• Excellent written and verbal communications skills
• Professional and personal teaching and speaking experience
PROFESSIONAL EXPERIENCE
Bottorff Consulting, LLC (Owner) - Greenfield, IN 10/11 - Current
Company specializing in creating efficiencies in reports and the reporting process by developing Excel and Access macros to automate regular tasks and as well as improving spreadsheet structure by making full use of Excel’s functional capabilities. Personnel are made more effective and productive through the use of customized Excel tools. Companies can also maximize the value of the data at their disposal by having the ability to combine data from various sources and formats through the use of specially built macros, models, and reports
• Significantly improved existing global cash forecasting models of multi-national company by adding macros to import foreign exchange rates for 16 countries as well as perform calculations and aggregate results for roll-up entities in under 2 minutes
• Significantly improved structure of existing reports and automated processes for subprime lender producing efficiency gains of over 50% while also significantly reducing chances for errors
• Created Excel tool for large national insurance company enabling the viewing of information from multiple screens of their agent tracking system greatly improving analyst efficiency by more than 50%
• Developed Excel tool to assess cash position and calculate transfers needed between business entities and investment funds to maintain minimum required working capital while and maximizing investment income
• Created Excel-based program for manufacturing company to track occurrence and resolution of non-conformance and CAPA events
• Developed custom Excel tool for chain of car dealerships to import inventory and return list of vehicles by location that meet minimum profit threshold given customer trade-in situation and financing available
• Enhanced existing data input spreadsheet for a company testing lab samples by utilizing macros and custom dynamic validation lists to prevent input errors and saving time by automatically providing counts and required lists
Magellan Health Services - Indianapolis, IN 2010, 2011
Financial Analyst III
Responsible for completing forecast and budget to actual analysis of financial results and various statistical measures, produced pricing analysis for new business proposals, and ad hoc reporting/analysis as needed for new initiatives using downloads from Lawson, Essbase, Hyperion, Oracle, and various other subsystems
• Created complex customized pricing model, integrating estimates from several different departments and providing a range of sensitivity analyses
• Created specialized financial analysis of proposed change in business process, including sensitivity analysis around key inputs
• Enhanced a number of reports and models by altering their structure and equations being used, saving production time and increasing accuracy, also created and repaired a number of macros to aid the reporting process
Ernst & Young, LLP - Indianapolis, IN 1998 – 2009, 2010 - 2011
Human Capital – Advanced Client Service Support (2010 - 2011)
Responsible for tracking and reporting on various aspects of work flow, data management, billing, and analysis for U.S. portion of Ernst & Young’s largest Human Capital tax client
• Developed new report for more detailed tracking of tax return work flow and verification that service thresholds are being met and simplified to allow for production by center in India in a fraction of the time previously needed
• Development of several Excel tools to simplify the complex task of preparing and reviewing monthly billing compiled using data from multiple systems
• Rebuilt firm-wide Excel tool used for budget to actual and forecasting analysis. Enhanced to work for the specialized reporting needs of client and simplified to allow weekly updating by the service center in India
Finance Department - Midwest Region Ticket Single Point of Contact (2007 - 2009)
Managed $1.5M sports and entertainment ticket investment by creating the proper foundation and structure to ensure best usage. This included coordination of catering, delivery of tickets, review of prepaid and expense accounts, and all accounting and reporting aspects of 10,000+ tickets used on an annual basis.
• Created process and procedures to allow proper allocation of client entertainment resources across Midwest Region which encompassed seven markets. The improvement enabled the firm to centralize this function reducing overhead expense for the business unit and maximizing value of the tickets used.
• Designed a model to track all ticket activity and associated communications which included a feature that provided real-time information on status of all tickets
• Developed an additional model to track and reconcile 800+ credit card transactions and related receipts on an annual basis. Also developed a detailed ledger to enable better cost analysis for all ticket and catering related charges
• Negotiated suite splits of games and special events with equity partners in Chicago
Finance Department - Financial Management Supervising Associate (Financial Analyst)
(2002 - 2007)
Responsible for billing, maintenance, and analysis of all aspects of tax engagement codes for clients with personnel international tax issues due to multi-national residency. Also conducted training for new managers and Finance personnel on the E&Y internal accounting system, Business Objects, and Excel skills.
• Developed comprehensive billing model which included specialized tools to create a more efficient and user friendly process saving many hours of billable time for client serving personnel
• Created detailed tracking system for 500+ international invoices annually which encompassed thousands of lines of detail. This provided proper control of charges and improved the process of detailing variances on financial system reports
• Obtained knowledge of Business Objects by becoming a "go to" person for ad hoc information needs
• Developed numerous specialized Excel models to aid in planning, forecasting, and analysis for client service and internal Finance personnel
• Conducted training for using specialized Excel spreadsheets, Business Objects, and E&Y financial management applications for new managers
E&Y Tax Professional - Human Resource Consulting - Senior Consultant (1998 – 2002)
Performed various consulting functions related primarily to Defined Contribution pension plans
• Developed several complex, specialized models for various projects completed
• Performed discrimination and compliance testing of qualified plans under various IRS sections
• Audited defined contribution plans to ensure transactions complied with IRS regulations and plan documents
• Analyzed processing procedures to determine control problems and recommended process improvements
• Participated in several projects requiring detailed analysis and reconciliation of trust and recordkeeping activity
Chase Bank (formerly First Chicago NBD Bank) - Indianapolis, IN (1993 - 1998)
Senior Financial Analyst - Indiana Regional Banking and Insurance Services (1995 – 1998)
Responsible for budgeting, reporting and analysis of assigned regions and newly acquired line of business
• Automated production of all routine monthly reports reducing user workload by 50%
• Developed and implemented new organizational structure realignment of all insurance personnel
• Maintained data from various subsystems for the state and produced reports to give further detail to financial results
• Created several specialized models and macros highlighted by use of master budget model for the state's plan
• Prepared annual budget and analyzed monthly budget to actual variances which resulted in periodic reporting to management
Accounting Specialist III (1993 - 1995)
Responsible for reconciling bank to general ledger variances on largest account and many other smaller accounts, which included coordinating people to eliminate reconciling items
• Developed macro driven reconciling tool that created electronic audit trail for 500 entries cleared on a monthly basis. The highlight of which was bringing control to an account that endangered the audit opinion on the bank's financials
EDUCATION
Bachelor of Science, Purdue University; May 1990 Major: General Management Minor: Finance
COMMUNITY ACTIVITY
Brandywine Community Church
Leader with various Children's and Men's Ministries (2007 - current)
Center Township Board - Hancock County (2012 - current)
Boy Scouts of America - Pack 233
Cubmaster (2004 - 2006), Den Leader (2003 - 2008)