CFO Systems’ Montana team members worked in different capacities including reporting management, audits, system implementation, acquisitions, and developing and implementing new tools and programs. Today, he provides hands-on support to our clients through improved financial reporting, planning, and financial analysis. Taking an informative and collaborative approach ensures that clients fully understand both “how” and “why” potential changes may be needed and how to maintain them on an ongoing basis.
Some of their key strengths include: developing and presenting financial budgets to CFOs and board members, and working with grant leaders to develop multi-million dollar budgets for proposals. Develop internal controls and train employees across the organization; create new principles, internal controls, and guidelines; and implement multiple systems including Concur, Hyperion, Paylocity, and Microsoft Dynamics.