Angel Presentation

1. Angel L. Santa
Accountant & Software
Implementation Consultant

2. Experience
 Non Profit Accountant
– Over twenty five (25) Years working as
an accountant.
– Over fifteen (15) years as a not for
profit accountant serving over 50 not for
profit organizations
 Software
Consultant and
Implementation specialist
– Over fifteen (15) years providing quality
service

3. Non Profit Accountant
Served As Interim Director of Finance and
Controller
 Managed day to day functions Including:
– General Ledger, Accounts Payable, Accounts
Receivable
– Accounts Receivable Billing and reporting
– Cash Management & Bank Reconciliations
– Budget preparation and maintenance
– Tax preparation (990 and 1120, A133 and
other tax forms)
– Sales tax
– Payroll

4. Non Profit Accountant - Continued
– Month end and yearly closings
– Human Resource and Benefit
Management
– Financial Statements
– Investment Management and
reconciliations
Preparation of Accounting Manual
Document departmental processes

5. Software Consultant and
Implementation specialist
Software Consulting Experience:
 Business Processes and design of Accounting structure
 Installation and Implementation of Software
 Data Conversion and Data Migration
 Consulting and needs analysis
 Fit gap analysis, suggest conversion approach
 Create estimates and test plans for conversion build and
executions
 Participate in data mapping sessions
 prepare data mapping specifications
 Prepare project plans
 Responsible for full lifecycle of data conversion process
including loading data into the system and validation
 Create functional and technical designs for new or existing
systems
 Install and configure data base in new software

6. Software Consulting
Experience - Continued
Work with all company resources
including Information Technology
and Operations data owners to
identify validate and reconciliation
requirements for conversions
 Test conversions through various cycles
and implement converted data
 Design Reports and formats
 Consulting and needs analysis
 Provided Core and Advance training on all
Modules

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

8. Seeking Opportunity
 Opportunity as Software Consultant
– Consultant
– Implementer
– Trainer
– Build or Repair dbase
– Advice on business Processes
 Opportunity as Not-for profit Accountant
– Interim or Full Time Director of Finance
– Interim or Full Time Controller
 On Contract or as Full time staff member

9. Contact Information
Mr. Angel L. Santa
angelsanta@gmail.com
angelsanta@outlook.com
718/617-1030
Monday - Saturday
Fees Quoted after job assessed at first
meeting!