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About me

Let me introduce myself


A bit about me

Independent software trainer in Chicago. MOS Excel Expert, MOS Office Master, Advanced Certified QuickBooks ProAdvisor

With previous experience in financial planning & analysis (FP&A), public accounting, enterprise performance management (EPM) software implementation & and business intelligence, I can help bring a deeper level of understanding to the "how's and why's" to get the best ROI out of your technology investment.

Profile

Garrett Charles Tedeman

Personal info

GARRETT CHARLES TEDEMAN

A few personal details. More credentials here.

Phone number: (630) 730-5305
Website: TedemanCPA.com / NewChicagoCPA.com
E-mail: Garrett@TedemanCPA.com

RESUME

How I got here


Experience

  • 2014-future

    Garrett Tedeman, CPA @ Owner

    With prior experience in accounting, financial analysis, and financial reporting systems implementation. Now working independently to help businesses with technology.

  • 2011-2013

    PricewaterhouseCoopers, LLP @ Senior Associate Consultant

    Conducted design sessions & implemented SAP BusinessObjects Planning & Consolidation (BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments. Designed & configured custom planning applications, including developing logic scripts for costing allocation and financial consolidation. Led small teams to document and train business users and analysts for several full-cycle roll-outs.

  • 2009-2011

    HCL-Axon @ Managing Consultant

    Conducted design sessions & implemented SAP BusinessObjects Planning & Consolidation (BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments. Designed & configured custom planning applications, including developing logic scripts for costing allocation and financial consolidation. Led small teams to document and train business users and analysts for several full-cycle roll-outs.

  • 2005-2009

    Consulting @ senior consultant

    Provided implementation services for SAP BusinessObjects Planning & Consolidation (BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments.

  • 2000-2005

    Verizon, etc. @ Financial Analyst (contracts)

    Following graduate school, began accumulating experience in temp. projects from staff accountant to commerical web development to (in Chicago) as financial analyst. Used advanced Excel skills, general ledger accounting, SQL Server, Cognos, Hyperion analytics, and SAP FI/CO reporting during implementations

Education

  • 2016

    Microsoft Office Master @ Microsoft

    MOS Excel 2013 Expert, MOS Access 2013 & MOS Word 2013

  • 2015

    Advanced Certified QuickBooks ProAdvisor @ Intuit

    QuickBooks Online

    Also Xero Certified Advisor in Nov. 2015

  • 2009

    Microsoft Certified Technical Specialist @ Microsoft

    PerformancePoint Server (on SQL Server)

  • 2003

    Certified Public Accountant @ State of Illinois

  • 2000

    Microsoft Certified Systems Engineer @ Microsoft

    Windows NT 4.0

  • 1998-2000

    Michigan State University @ MBA

    Concentrations in Operations Mgmt. and Information Systems

  • 1992-1997

    Florida Atlantic University @ B.S. Accounting

    Although only a semester away from finishing in Chemistry, I heard the siren call of the world of business.

Other Stats

nature buff
94 ft
deepest scuba
avid runner
88 min
Hot Choc. 15K
museum nerd
>3000
photos taken of Rome & Greece

Portfolio

Some Recent Projects -- More to Come!


Saturday, September 24, 2016

New Cloud-Based BI Tool: Google Datastudio

Discovered a great new tool for data #visualization this week.  Google's DataStudio, which has a lot of capability for free.  Since it's election season, here a few view of the latest US Federal Budget Data.

https://datastudio.google.com/open/0B3wwsnylUOH3Um02S1dLNWtzNmM



Source Data:  https://www.gpo.gov/fdsys/browse/collection.action?collectionCode=BUDGET&browsePath=Fiscal+Year+2017&searchPath=Fiscal+Year+2017&leafLevelBrowse=false&isCollapsed=false&isOpen=true&packageid=BUDGET-2017-TAB&ycord=553

Saturday, September 10, 2016

Microsoft PowerBI & Xero

With a (free) Microsoft #PowerBI account, you can enable some of the most powerful visualizations and even natural language analysis when you connect to #Xero for online accounting.  See this new intro video to see what's possible:

https://vimeo.com/171868364



Friday, September 9, 2016

PowerBI Sample: Fed Labor Market Dashboard

All week, one of the biggest discussion points has been the Fed Labor Market Dashboard, which is composed of a set of 12 data indicators that Fed Chair Janet Yellen says are helping to decide when/if/whether it's the right time for a rate hike.

By contrast to previous Fed Chairs, Yellen has arguably made the process more transparent by having publicly-announced thresholds to guide the decision.

However, the Bloomberg News page on this has always been difficult for me to "parse" or understand.  So, I'd like to contribute my first visualization to this important dataset using Microsoft's #PowerBI & some basic conditional formatting that (IMHO), makes the display much easier to understand.

(Updated w/ data from 09/02/2016)  https://app.powerbi.com/view?r=eyJrIjoiMzNlNTQyYTEtZmU4Yy00YjU1LWE3MzItZGNjZmIwYTMxNjJkIiwidCI6IjAxYjUyNjU1LWVlZjEtNGU5NC1iMGRhLTAzOTQ2NjNhNTQyMSIsImMiOjN9


Sunday, April 10, 2016

Motivating Evaluations

Teaching & instruction can be difficult, and hey, there's more fun things to do than accounting software, etc. etc. But sometimes you can get some motivation too  




 :-)



Friday, January 3, 2014

Time for Something New

It's time for a new approach. At NewChicagoCPA, I'll be presenting info on a lot of the latest & greatest software for small-to-medium sized businesses (SMB's), with an emphasis on a cloud-based, socially-intelligent, and independent approach.


Please bookmark this page for reference on a range of these issues. There are all too few high-quality sources of truly independent perspective out there. Hopefully, this can be a small contribution.  Also, please feel free to share & connect. 

Services

How I Can Help


In-Person

Providing classroom and on-site presentations.

Freelance

Available for freelance data analysis and/or business intelligence projects.

Passionate

Committed to helping find solutions.

Contact

Send a quick question here:


Adress/Street

1400 N Lake Shore Drive #3C

Chicago, IL 60610

Phone Number

(630) 730-5305