Alan Harissis
Managing Consultant, Financials at Alchemy.us- Claim this Profile
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Caroline Ballou, CPA
I supervised Alan within the Financial Reporting area for two years, and worked with him within the Financial Reporting area at the University of Rochester for approximately five years. Alan assisted the Financial Reporting team with converting financial data as the University was converting the legacy system to Workday. Alan also tested report changes within Workday to ensure that financial data was accurate. Alan also was a mentor for new staff within the Financial Reporting area, and others within the group looked to him as a knowledgeable resource in regards to Workday reporting and the University's policies and procedures. Alan also is very detailed-oriented and a self-starter, which was evident when he prepared supporting documentation for the quarterly financial statements and the related surveys that he was responsible for. Alan was also willing to help others within the team as needed, and was interested in learning how the University's processes impact the financial statements. Alan also led the preparation of the financial reporting package, which was ultimately reviewed by myself, the Senior Associate Controller, and the University Controller. Alan would be an asset to any team that he works for.
David Stacy, CMA
Alan has proven his exceptional capabilities and consistently demonstrated his integrity and analytical strengths within his role at the University of Rochester. It’s been a pleasure to have worked alongside him and he truly models leadership for all those around him. Alan’s professional demeanor is one of his key assets to interacting effectively with all levels of management and coworkers. His concern for others is unmistakable and his immediate response of supporting the team and supplying insight and help wherever he can is proof of that. He clearly demonstrates servant leadership and is concerned with the team’s and organization’s objectives. As a team member or a leader, Alan earns my highest recommendation.
Caroline Ballou, CPA
I supervised Alan within the Financial Reporting area for two years, and worked with him within the Financial Reporting area at the University of Rochester for approximately five years. Alan assisted the Financial Reporting team with converting financial data as the University was converting the legacy system to Workday. Alan also tested report changes within Workday to ensure that financial data was accurate. Alan also was a mentor for new staff within the Financial Reporting area, and others within the group looked to him as a knowledgeable resource in regards to Workday reporting and the University's policies and procedures. Alan also is very detailed-oriented and a self-starter, which was evident when he prepared supporting documentation for the quarterly financial statements and the related surveys that he was responsible for. Alan was also willing to help others within the team as needed, and was interested in learning how the University's processes impact the financial statements. Alan also led the preparation of the financial reporting package, which was ultimately reviewed by myself, the Senior Associate Controller, and the University Controller. Alan would be an asset to any team that he works for.
David Stacy, CMA
Alan has proven his exceptional capabilities and consistently demonstrated his integrity and analytical strengths within his role at the University of Rochester. It’s been a pleasure to have worked alongside him and he truly models leadership for all those around him. Alan’s professional demeanor is one of his key assets to interacting effectively with all levels of management and coworkers. His concern for others is unmistakable and his immediate response of supporting the team and supplying insight and help wherever he can is proof of that. He clearly demonstrates servant leadership and is concerned with the team’s and organization’s objectives. As a team member or a leader, Alan earns my highest recommendation.
Caroline Ballou, CPA
I supervised Alan within the Financial Reporting area for two years, and worked with him within the Financial Reporting area at the University of Rochester for approximately five years. Alan assisted the Financial Reporting team with converting financial data as the University was converting the legacy system to Workday. Alan also tested report changes within Workday to ensure that financial data was accurate. Alan also was a mentor for new staff within the Financial Reporting area, and others within the group looked to him as a knowledgeable resource in regards to Workday reporting and the University's policies and procedures. Alan also is very detailed-oriented and a self-starter, which was evident when he prepared supporting documentation for the quarterly financial statements and the related surveys that he was responsible for. Alan was also willing to help others within the team as needed, and was interested in learning how the University's processes impact the financial statements. Alan also led the preparation of the financial reporting package, which was ultimately reviewed by myself, the Senior Associate Controller, and the University Controller. Alan would be an asset to any team that he works for.
David Stacy, CMA
Alan has proven his exceptional capabilities and consistently demonstrated his integrity and analytical strengths within his role at the University of Rochester. It’s been a pleasure to have worked alongside him and he truly models leadership for all those around him. Alan’s professional demeanor is one of his key assets to interacting effectively with all levels of management and coworkers. His concern for others is unmistakable and his immediate response of supporting the team and supplying insight and help wherever he can is proof of that. He clearly demonstrates servant leadership and is concerned with the team’s and organization’s objectives. As a team member or a leader, Alan earns my highest recommendation.
Caroline Ballou, CPA
I supervised Alan within the Financial Reporting area for two years, and worked with him within the Financial Reporting area at the University of Rochester for approximately five years. Alan assisted the Financial Reporting team with converting financial data as the University was converting the legacy system to Workday. Alan also tested report changes within Workday to ensure that financial data was accurate. Alan also was a mentor for new staff within the Financial Reporting area, and others within the group looked to him as a knowledgeable resource in regards to Workday reporting and the University's policies and procedures. Alan also is very detailed-oriented and a self-starter, which was evident when he prepared supporting documentation for the quarterly financial statements and the related surveys that he was responsible for. Alan was also willing to help others within the team as needed, and was interested in learning how the University's processes impact the financial statements. Alan also led the preparation of the financial reporting package, which was ultimately reviewed by myself, the Senior Associate Controller, and the University Controller. Alan would be an asset to any team that he works for.
David Stacy, CMA
Alan has proven his exceptional capabilities and consistently demonstrated his integrity and analytical strengths within his role at the University of Rochester. It’s been a pleasure to have worked alongside him and he truly models leadership for all those around him. Alan’s professional demeanor is one of his key assets to interacting effectively with all levels of management and coworkers. His concern for others is unmistakable and his immediate response of supporting the team and supplying insight and help wherever he can is proof of that. He clearly demonstrates servant leadership and is concerned with the team’s and organization’s objectives. As a team member or a leader, Alan earns my highest recommendation.
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Credentials
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Composite Reporting
WorkdayAug, 2021- Sep, 2024 -
Grants Management
WorkdayJul, 2019- Sep, 2024 -
Medium Enterprise
WorkdayMar, 2019- Sep, 2024 -
Workday Financials
WorkdayFeb, 2019- Sep, 2024
Experience
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Alchemy.us
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United States
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IT Services and IT Consulting
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100 - 200 Employee
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Managing Consultant, Financials
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Apr 2022 - Present
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Senior Consultant, Financials
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Aug 2021 - Apr 2022
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Consultant, Financials
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Jan 2019 - Aug 2021
Workday Financial Management implementations for institutions of higher education. Areas of focus include: Grants Management, Endowment Accounting, Customer Accounts and Expenses.Product Lead for Workday Endowments
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University of Rochester
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United States
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Higher Education
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700 & Above Employee
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Financial Analyst
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Sep 2016 - Nov 2018
Prepared quarterly consolidated financial statements, financial analysis, and ad hoc reporting.• Worked directly with Controllers to summarize financial results for CFO and Board of Trustees – created written reports and PowerPoint Presentations• Partnered with external auditors to coordinate annual financial statement audit• Discovered and corrected faulty legacy reporting process – explained the causes and solution to senior management and external auditors• Developed best practices curriculum for journal entry backup and excel workbooks – presented to multiple finance departments• Semi-automated preparation of quarterly financial statements – reducing lead time and human error while saving more than 20 hours each quarter• Journal entry approval, training and oversight of coworkers’ financial analysis• New accounting standards implementation team member
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Financial Accounting Specialist
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Aug 2013 - Aug 2016
Prepared and analyzed financial statement line items, tax filings, and payment of sales tax.• Summarized and conveyed financial data to third party users including bond and credit rating agencies, New York State, and the Federal Government• Managed collection and remittance of $1.5 M in annual sales tax without penalty or fine• Implemented many process improvements increasing accuracy, while reducing preparation, review time, and human error
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Staff Accountant
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Dec 2011 - Jul 2013
Prepared financial reports and invoices for sponsored awards and grants.• Understanding of grant accounting, cash management, and business processes from the transactional level to the financial statement line items• Positively impacted accounts receivable and cash collections by resolving sponsor disputes to receive $1.5 million in outstanding payments
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Rochester General Hospital
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United States
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Medical Practices
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Behavioral Health Technician
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Aug 2007 - Dec 2011
Led group therapy sessions to educate patients of a 30 bed mental health unit, co-developed educational curriculum with treatment team, trained and mentored new employees. Led group therapy sessions to educate patients of a 30 bed mental health unit, co-developed educational curriculum with treatment team, trained and mentored new employees.
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Education
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University of Rochester - Simon Business School
Master of Business Administration (MBA), Finance and Strategy -
Saint John Fisher College
Accounting Certificate, 3.96 -
New York University
Bachelor of Arts (B.A.), Psychology