Bryan Whiting

Chief Technology Officer & Partner at Milestone Financial Engineers
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Contact Information
us****@****om
(386) 825-5501
Location
North Salt Lake, US
Languages
  • English Native or bilingual proficiency
  • Portuguese (BR) Native or bilingual proficiency

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5.0

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BJ Thomson, MBA, CMAA

Bryan is a valued and trusted colleague. His devotion to the team and his attention to his work have always been stellar. Bryan brings to the table practical accounting experience along with a list of programming languages that would make most IT professionals blush. The department and company have greatly benefited from his expertise.

Matt Kiisel

Bryan has brought a lot of great innovation to the plan reconciliation process to help make the process efficient and accurate for Plan Account Managers.

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Credentials

  • Internet and Computing Core Certification
    Certiport
  • Microsoft Office Specialist- Excel 2010
    Certiport

Experience

  • Milestone Financial Engineers
    • United States
    • Accounting
    • 1 - 100 Employee
    • Chief Technology Officer & Partner
      • Apr 2018 - Present
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director, National New Accounts Operations
      • Jul 2016 - Apr 2018
  • IMA | Institute of Management Accountants
    • United States
    • Accounting
    • 300 - 400 Employee
    • Vice President Of Membership
      • Apr 2015 - Mar 2017

      - Responsible for outreach to new IMA members - Maintained Chapter Website - Participate in Board meetings and assist with Chapter events - Responsible for outreach to new IMA members - Maintained Chapter Website - Participate in Board meetings and assist with Chapter events

  • National Benefit Services, LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Director of Welfare Operations
      • Feb 2016 - Jul 2016

      - Oversaw operations for the Welfare department (All FSA, HRA, HSA, and Dependant Care plans) - Responsible for all client benefits transactions as well as compliance with IRS guidelines - Designed and implemented new applications and programs to drive efficiency - Worked with senior leadership to improve company's operations - Implemented client-facing reporting tools

    • Team Manager- Welfare Operations
      • Feb 2014 - Feb 2016

      - Manager of Payroll Processing and Funding Management teams in the Section 125 Benefits department - Responsible for payroll processing, internal audit, collections, and cash receipt processing - Conducted regular performance reviews for supervisors and team members - Oversaw training programs and company projects - Increased productivity and efficiency in the department

    • Assistant Controller
      • Aug 2013 - Feb 2014

      - Responsible for all client benefit transactions in all benefit trust accounts - Implemented new procedures and processes to improve company efficiency - Performed regular performance reviews for Accounting team members - Acted as liaison between Accounting and other departments - Maintained, created, and organized useful business process reports

    • Trust Accountant
      • Oct 2011 - Aug 2013

      -Led team of bookkeepers to manage a large trust account with many transactions -Implemented time-saving procedures to cut average client account reconciliation approval process from 3-4 hours per account to less than 10 minutes -Trained other departments and new hires on accounting related topics -Created new processes and efficiencies for use company wide -Developed useful and interactive reports for company's leadership team

    • Accounting Assistant
      • Mar 2010 - Oct 2011

      -Responsible in part to manage trust account that holds FSA funding -Developed new processes to increase accuracy and efficiency of reconciliations -Reviewed and approved reconciliations -Developed custom Visual Basic applications to increase efficiency and accuracy

Education

  • University of Utah - David Eccles School of Business
    Bachelor’s Degree, Accounting
    2010 - 2016

Community

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