Summary
Overview
Work History
Education
Skills
Timeline
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Dan Leary

Waltham,MA

Summary

Accomplished business systems professional with a proven track record at Symbotic LLC, committed to improving system design and operations for reliable workflow management. Expert in driving strategic systems initiatives, enhancing productivity by implementing innovative solutions, and mentoring teams for success. Demonstrates exceptional analytical thinking and adaptability, ensuring alignment with business goals and stakeholder requirements.

Overview

14
14
years of professional experience

Work History

Senior Manager, Finance Systems

Symbotic LLC
01 2023 - Current
  • Led SAP implementation effort, collaborating with IT and business teams to gather essential requirements, ensuring alignment with strategic goals, and leading to favorable project outcomes.
  • Managed successful migration of master data and financial balances from NetSuite to SAP.
  • Collaborated with internal audit team to establish effective SOX controls and change management documentation over key reports and operational processes.
  • Evaluated third-party add-ons for compatibility with SAP, recommending integrations based on business requirements and cost-benefit analyses.
  • Demonstrated adaptability in navigating complex situations or rapidly changing environments.
  • Implemented innovative solutions to overcome operational challenges, leading to enhanced productivity levels.
  • Identified critical issues within existing systems, providing recommendations for resolution and prevention of future problems.
  • Mentored junior staff members for skill development and career progression within organization.

Manager, Accounting

Symbotic LLC
10 2015 - 01 2023
  • Ensured data integrity in NetSuite through auditing and validation procedures.
  • Coordinated successful migration of Symbotic Canada financials and master data from Great Plains to NetSuite.
  • Led effort to configure automated intercompany elimination and consolidation in NetSuite following Symbotic Canada data migration.
  • Worked with HR, Finance, and other stakeholders on global implementation of OpenAir time tracking solution and Workday HRIS.
  • Developed and implemented various procedures to improve accounting process.
  • Contributed to successful external audits, preparing all necessary documentation and facilitating auditor inquiries.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Prepared and distributed consolidated financial statements.

Senior Accountant

Symbotic LLC
08.2013 - 10.2015
  • Successfully implemented and maintained Certify expense reporting solution.
  • Maintained integrity of general ledger and chart of accounts.
  • Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
  • Managed periodic close process with small accounting team while achieving high rate of accuracy.
  • Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
  • Prepared monthly journal entries and reconciliations.

Senior Accountant

TechTarget Inc.
12.2010 - 08.2013
  • Collaborated with cross-functional teams on successful implementation of EPICOR.
  • Maintained business data in Dynamics SL/Solomon, Softrax, and Sage/Peachtree software.
  • Supervised and mentored team of two staff accountants.
  • Streamlined close processes by developing templates to facilitate reconciliations and uploading of entries into ERPs.
  • Reconciled accounts and created documentation for monthly close procedures.
  • Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.

Education

Bachelor of Arts - Accounting

Saint Anselm College
Manchester, NH
05.2007

High School Diploma -

Xaverian Brothers High School
Westwood, MA
05.2003

Skills

  • ERP Software Proficiency
  • Expertise in Excel, MS Office
  • Flexible and Adaptable
  • Multitasking Abilities
  • Cross-Functional Collaboration
  • Attention to Detail
  • Dependable and Responsible
  • Problem-Solving
  • Analytical and Critical Thinking
  • Reporting Template Development

Timeline

Senior Accountant

Symbotic LLC
08.2013 - 10.2015

Senior Accountant

TechTarget Inc.
12.2010 - 08.2013

Senior Manager, Finance Systems

Symbotic LLC
01 2023 - Current

Manager, Accounting

Symbotic LLC
10 2015 - 01 2023

Bachelor of Arts - Accounting

Saint Anselm College

High School Diploma -

Xaverian Brothers High School

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Dan Leary