Angel L. SantaAngel L. Santa

Accountant & Software Accountant & Software Implementation ConsultantImplementation Consultant

ExperienceExperience

Non Profit AccountantNon Profit Accountant– Over twenty five (25) Years working as Over twenty five (25) Years working as

an accountant.an accountant.– Over fifteen (15) years as a not for profit Over fifteen (15) years as a not for profit

accountant serving over 50 not for profit accountant serving over 50 not for profit organizationsorganizations

Software Consultant and Software Consultant and Implementation specialist Implementation specialist – Over fifteen (15) years providing quality Over fifteen (15) years providing quality

serviceservice

Non Profit AccountantNon Profit Accountant

Served As Interim Director of Finance and Served As Interim Director of Finance and ControllerController

Managed day to day functions Including:Managed day to day functions Including:– General Ledger, Accounts Payable, Accounts General Ledger, Accounts Payable, Accounts

Receivable Receivable – Accounts Receivable Billing and reportingAccounts Receivable Billing and reporting– Cash Management & Bank ReconciliationsCash Management & Bank Reconciliations– Budget preparation and maintenanceBudget preparation and maintenance– Tax preparation (990 and 1120, A133 and Tax preparation (990 and 1120, A133 and

other tax forms)other tax forms)– Sales tax Sales tax – Payroll Payroll

Non Profit Accountant - ContinuedNon Profit Accountant - Continued

– Month end and yearly closingsMonth end and yearly closings– Human Resource and Benefit Human Resource and Benefit

ManagementManagement– Financial Statements Financial Statements – Investment Management and Investment Management and

reconciliationsreconciliations

Preparation of Accounting ManualPreparation of Accounting Manual

Document departmental processesDocument departmental processes

Software Consultant and Software Consultant and Implementation specialistImplementation specialist

Software Consulting Experience:Software Consulting Experience: Business Processes and design of Accounting structureBusiness Processes and design of Accounting structure Installation and Implementation of Software Installation and Implementation of Software Data Conversion and Data MigrationData Conversion and Data Migration Consulting and needs analysisConsulting and needs analysis Fit gap analysis, suggest conversion approach Fit gap analysis, suggest conversion approach Create estimates and test plans for conversion build and Create estimates and test plans for conversion build and

executionsexecutions Participate in data mapping sessionsParticipate in data mapping sessions prepare data mapping specificationsprepare data mapping specifications Prepare project plans Prepare project plans Responsible for full lifecycle of data conversion process Responsible for full lifecycle of data conversion process

including loading data into the system and validation including loading data into the system and validation Create functional and technical designs for new or existing Create functional and technical designs for new or existing

systemssystems Install and configure data base in new softwareInstall and configure data base in new software

Software ConsultingSoftware Consulting Experience - Continued Experience - Continued

Work with all company resources Work with all company resources including Information Technology including Information Technology and Operations data owners to and Operations data owners to identify validate and reconciliation identify validate and reconciliation requirements for conversionsrequirements for conversions

Test conversions through various cycles Test conversions through various cycles and implement converted data and implement converted data

Design Reports and formatsDesign Reports and formats Consulting and needs analysisConsulting and needs analysis Provided Core and Advance training on all Provided Core and Advance training on all

Modules Modules

Supported SoftwareSupported Software Sage MIP, Sage MIP, Sage Fund Raising 50,Sage Fund Raising 50, Sage Abra, Sage Abra, Sage CRMSage CRM AccPac,AccPac, Quick Books, Quick Books, MAS 90, MAS 200MAS 90, MAS 200 Solomon, GP DynamicsSolomon, GP Dynamics Donor PerfectDonor Perfect Donor WareDonor Ware Blackbaud “The Financial Edge and The Raisers Edge”Blackbaud “The Financial Edge and The Raisers Edge” FUND EZFUND EZ Peach Tree (Sage 50)Peach Tree (Sage 50) Quickbooks Quickbooks … … and other software packagesand other software packages

Seeking OpportunitySeeking Opportunity

Opportunity as Software ConsultantOpportunity as Software Consultant– ConsultantConsultant– ImplementerImplementer– TrainerTrainer– Build or Repair dbaseBuild or Repair dbase– Advice on business ProcessesAdvice on business Processes

Opportunity as Not-for profit AccountantOpportunity as Not-for profit Accountant– Interim or Full Time Director of FinanceInterim or Full Time Director of Finance– Interim or Full Time ControllerInterim or Full Time Controller

On Contract or as Full time staff memberOn Contract or as Full time staff member

Contact InformationContact Information

Mr. Angel L. SantaMr. Angel L. Santa

angelsanta@gmail.comangelsanta@gmail.com

angelsanta@outlook.comangelsanta@outlook.com

718/617-1030718/617-1030

Monday - SaturdayMonday - Saturday

Fees Quoted after job assessed at first Fees Quoted after job assessed at first meeting!meeting!