SUMMARY:

• Enterprise Resource Planning system design, implementation, and support. Implemented and customized Dynamics AX, SL, GP including General Ledger, Accounts Receivable and Accounts Payable; Sales Order Processing, Inventory Control, CRM, Human Resources, Purchasing & Requisition; Supply Chain Management, Analytical
• Accounting, Time & Billing, Project Accounting, Business Portal & Multi - Currency; Bank/Cash Reconciliation, Deferred Revenue, Revenue Recognition, Fixed Asset & Enterprise Reporting; Job Information, Time Card Automation, Invoice & Expense, Concur, Contract Administration; Retail, Warehouse Management, Bills of Material, Routings, Shop Floor Control, Manufacturing, eConnect, Integration Manager, SureStep Methodology, Conducted business process re-engineering and web integration of business applications. Established layered, context-sensitive security measures.
• Corporate Governance and SOX ( Confidential SOX Accelerator, CERTUS, OpenPages) compliance, Treasury, Taxation, ISO 9000, BI (COGNOS), Stock Options system (Equity Edge, eTrade), Government/Not-for-profit systems, Magento eCommerce

PROFESSIONAL EXPERIENCE:

Confidential, Redmond, WA

AX Lead/Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, Product Information Management, Inventory, Warehousing, Production and Retail
• Designed and implemented the Store Operations POS system to process sales transactions at the cash register, including sales quotes, work orders, layaways, back orders, returns, and voids.
• Configured receipt formats, keyboard mappings, POS permission groups, screen layouts that used button grids and images, including drawer operations and customized POS buttons
• Designed and configured all Store Operation ‘back-office’ functions such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports
• Configured system for credit cards PCI 2.0 compliance
• Implemented AX Retail POS system client and headquarters
• Designed and implemented MRP profiles to enable client to increase on-time availability of products

Environment: Dynamics 365, AX Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, Citrix Server, X++, SSRS, Management reporter, Excel based reporting.

Confidential, New York, NY

AX Lead/Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, HR, PO, SO, Product Information Management, Inventory, Warehousing, Production and Retail
• Implemented AX Project to evaluate relationship profitability
• Implemented AX Retail POS system client and headquarters
• Designed and implemented MRP profiles to enable client to increase on-time availability of products

Environment: Dynamics 365, AX Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, Citrix Server, X++, SSRS, Management reporter, Excel based reporting.

Confidential, New York, NY

AX Lead/ Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, Product Information Management, Inventory, Warehousing, POS and Retail
• Implemented AX Retail POS system client and headquarters
• Designed and implemented Event Management for The Garden and RCMH (Radio City Music Hall)
• Configured receipt formats, keyboard mappings, POS permission groups, screen layouts that used button grids and images, including drawer operations and customized POS buttons
• Designed and configured all Store Operation ‘back-office’ functions such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports
• Configured system for credit cards PCI 2.0 compliance
• Configured X and Z reports, including shift Tender and Account transactions
• Integrated stores with Headquarters by configuring Commerce Data Exchange services; configured the async server profile, setup channels and store locators
• Designed and implemented Headquarters Server and Client, including configurations for Centrally Maintained Data, Locally Originated Data, and Store Specific Data

Environment: Dynamics AX 2012 R3, AX Retail POS, X++, Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, Citrix Server, X++, SSRS, Management reporter, Excel based reporting.

Confidential, Salt Lake City, UT

AX Lead/ Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, FA, Payroll, Product Information Management, Inventory, Warehousing, Project Accounting & Management, MRP,
• Designed and implemented: General Ledger, AP, AR, SO, PO, Inventory, WH, Project Accounting, Production and Costing
• Implemented Standard Cost system, including Purchase Price Variance, Material Cost Variances, and Labor and Overhead Cost variances analysis and reporting
• Created Bill of Materials, Routing, attached to Resource groups, defined Posting profiles for different manufacturing groups
• Migrated data from SAGE system into AX using DMF (Data Management Framework) utility
• Set up Discrete Manufacturing AX system based upon Standard Costing, including BOM, MRP, Capacity Planning, Routings, and Costing.
• Setup wave picking for Sales Orders and Production.
• Configured production to allow production orders to be released to the warehouse when materials were not reserved
• Setup elaborate Quality Assurance system, integrated to Purchasing, Production stages, Finished Goods

Environment: Dynamics AX 2012 R3, AX Retail POS, Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, Citrix Server, X++, SSRS, Management reporter, Excel based reporting.

Confidential, Matthews, NC

AX Lead/Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, FA, Payroll, Product Information Management, Inventory, Warehousing, Project Accounting & Management, MRP,
• Setup PO system to record PPV analysis to support Standard Costing
• Created PO Receipts auto-lot reservations, which enabled lots tracing from purchasing to Sales Order lines
• Set up Process Manufacturing AX system based upon Standard Costing, including BOM, MRP, Capacity Planning, Routings, and Costing.
• Setup wave picking for Sales Orders and Production.
• Configured production to allow production orders to be released to the warehouse when materials were not reserved

Environment: Dynamics AX 2012 R3, AX Retail POS, Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, Citrix Server, SSRS, Management reporter, Excel based reporting.

Confidential, Easely, NC

Project Lead/Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, FA, Payroll, Product Information Management, Inventory, Warehousing, Project Accounting & Management, MRP,
• Migrated data from SAGE system into AX using DMF (Data Management Framework) utility
• Setup PO system to record PPV analysis to support Standard Costing
• Created PO Receipts auto-lot reservations, which enabled lots tracing from purchasing to Sales Order lines
• Set up Process Manufacturing AX system based upon Standard Costing, including BOM, MRP, Capacity Planning, Routings, and Costing.
• Implemented AX Retail POS system
• Configured receipt formats, keyboard mappings, POS permission groups, screen layouts that used button grids and images, including drawer operations and customized POS buttons
• Designed and configured all Store Operation ‘back-office’ functions such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports
• Configured system for credit cards PCI 2.0 compliance
• Implemented WAX Advanced Warehouse management system, configured License plates to yield the most updated inventory status
• Designed and implemented WAX wave workload management which factored in Demand, and also Sales and marketing campaigns
• Configured and setup various Methods like order pick, batch pick, bulk pick and integrated those with various equipment to enable management to evaluate warehouse productivity with high precision
• Designed and organize the sequence of orders and assignment to waves, consistent with routing, loading and planned departure times of shipping vehicles
• Configured orders in accord with productionrequirements to reduce the space required for shipping dock handling toassemble orders and load
• Configured TRAX system to facilitate multiple shipment processing, including shipment consolidation
• Configured system for Freight accrual, GL accounts distribution,

Environment: Dynamics AX 2012 R3, Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2012, X++, Citrix Server, SSRS, Management reporter, Excel based reporting.

Confidential, Bridgewater, NJ

Project Lead/Solution Architect

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, FA, Payroll, Product Information Management, Inventory, Warehousing, Project Accounting & Management, MRP,
• Migrated data from AS400 system into AX using DMF (Data Management Framework) utility
• Setup PO system to record PPV analysis to support Standard Costing
• Set up Process Manufacturing AX system based upon Standard Costing, including BOM, MRP, Capacity Planning, Routings, and Costing.
• Setup system to maintain complex formulae, manage short life products, commodity pricing and product compliance
• Setup advanced lot tracking & control, enhanced cost management of multiple outputs
• Reduced inventory & purchasing costs by defining several alternate ingredients and consumption priority for each on the formula
• Improved profitability for each of the multiple outputs in a production by accurate allocation of costs, before, during or after production & revalued goods by comparing actual with estimated costs
• Implemented Magento e-commerce system, including Sales tax system computation and filing
• Achieved real time visibility on plant floor and at higher levels by re-sequencing jobs based on actual capacity on the floor and by recording production output on such jobs in dual units of measure and for multiple outputs
• Implemented effective Project cost controls by that enabled company employees to enter time and expenses offset against project budgets in accord with the project work structure

Environment: Dynamics 2012, Confidential ® SQL Server™ 2008, Confidential ® Windows™ 2012, X++, Terminal Server, X++, SSRS, Management reporter, Excel based reporting.

Confidential, Cincinnati, OH

Project Lead

Responsibilities:

• Planned, Designed and Implemented GL, AP, AR, PO, SO, FA, Product Information Management, Inventory, Warehousing, Project Accounting & Management
• Migrated data from AS400 system into AX using DMF (Data Management Framework) utility.
• Setup PO system to record PPV analysis to support Standard Costing
• Setup customer focused projects based upon time and materials and fixed-price basis. Created Project Contracts, linked with multiple types of Project
• Implemented effective Project cost controls by that enabled company employees to enter time and expenses offset against project budgets in accord with the project work structure
• Setup system which enabled P&G managers to assign attributes for project skills and experience to workers, and then search and assign workers to a project based on worker skills and availability, or based on the requirements for a project
• Designed and implemented PM&A to enable Cost Allocations; defined the calculations for indirect cost amounts, allocated indirect costs to projects
• Created and set up billing rules which tracked project progress, and defined when and how to calculate customer invoice amounts for advances, project milestones, completed units and administrative fees; setup system to calculate Provision For Foreseeable Losses in accord with US GAAP

Environment: Dynamics 2012, Confidential ® SQL Server™ 2008, Confidential ® Windows™ 2008 Terminal Server, SSRS, Management reporter, Excel based reporting.

Confidential, Valencia, CA

Project Lead

Responsibilities:

• Designed the Chart of Accounts for the client, with special consideration to client Divisions, Profit Centers, Cost Centers, and Departments to reflect the accounting structure of the client organizations and business needs. Adapted AICPA Chart of Accounts format in general. and based upon
• Created hybrid Lean Manufacturing system in-time Replenishment system
• Designed and configured various Value Streams and Production Groups
• Planned and created multiple production flow models and work cells.
• Designed and implemented production flows and related activities for various manufacturing tasks
• Defined multiple Kanban manufacturing rules consistent with upstream and downstream requirements
• Created and assigned tasks to Work Cells through the Kanban scheduling board
• Analyzed, Planned and determined requirements for the retail transaction service; Configured the service connections for sales orders, sales invoices, returns, stock counting inventory, purchase orders and transfer orders
• Designed and implemented the Store Operations POS system to process sales transactions at the cash register, including sales quotes, work orders, layaways, back orders, returns, and voids.
• Configured receipt formats, keyboard mappings, POS permission groups, screen layouts that used button grids and images, including drawer operations and customized POS buttons
• Designed and configured all Store Operation ‘back-office’ functions such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports
• Configured system for credit cards PCI 2.0 compliance
• Implemented WAX Advanced Warehouse management system, configured License plates to yield the most updated inventory status
• Designed and implemented WAX wave workload management which factored in Demand, and also Sales and marketing campaigns
• Configured and setup various Methods like order pick, batch pick, bulk pick and integrated those with various equipment to enable management to evaluate warehouse productivity with high precision
• Designed and organize the sequence of orders and assignment to waves, consistent with routing, loading and planned departure times of shipping vehicles
• Configured orders in accord with productionrequirements to reduce the space required for shipping dock handling toassemble orders and load
• Configured TRAX system to facilitate multiple shipment processing, including shipment consolidation
• Configured system for Freight accrual, GL accounts distribution,
• Configured and implemented on-account, global voucher, returns management, info codes, returns/voids/markdowns, inventory receipt/lookup/counts, record and loyalty program updates.
• Set up flexible inventory and financial updates, sales order payments, gift card usage, and issuance/use of loyalty points.
• Implemented system to track relevant demographic detail from redeemed promotions via marketplaces and social networks for customer data mining and analytics.
• Perform price and inventory checks and manage inventory reservations.
• Configured POS buttons to show top selling Items and product Categories
• Created ‘Up-sell’ relationships to sell related products

Environment: Dynamics AX 2012, AX POS Retail, Confidential ® SQL Server™ 2012, Confidential ® Windows™ 2008 Terminal Server, SSRS, Management reporter, Excel based reporting.

Confidential, Denver, CO

Project Lead

Responsibilities:

• Provided end user, including one-on-one and group sessions
• Upgraded system from GP 10 to GP 2010.
• Developed a variety of reports utilizing Smartlist Builder, FRx, SRS
• Assisted in the implementation of Dynamics GP GL, PO, PA, INV, SO, RM, COL, FA, BR, BP
• Developed SSRS reports pertaining to Inventory, Receivables, Financials, Costing
• Designed and Configured GL, Inter-Company, Allocation entries, Clearing entries, Recurring entries and Budgeting system

Environment: Dynamics GP™ 10.x, 11.x, eConnect, Integration Manager, MS CRM 4.x, 5.x (2011), FRx 6.7, Report Writer™, FRx, SSRS, Wenn Soft Job Cost MS Business Portal 4.0, SharePoint server, Confidential ® SQL Server™ 2005, Confidential ® Windows™ 2003, Terminal Server

Confidential, Denver, CO/Coushatta, LA

Project Lead

Responsibilities:

• Designed, developed and integrated Dynamics AX manufacturing closely integrated with Dynamics AX Financials establishing a 2-way data exchange between AX Financials and AX Manufacturing
• Set-up component transaction in AX manufacturing including general ledger integration.
• Designed and implemented the manufacturing Item Formulas and Ingredients, MRP (Material Resource Planning), Routings, Manufacturing Orders,
• Defined and implemented item routings, various operations to be performed, and the related scheduling sequences
• Improved on-time material availability and at the required quantity level, linked Formulas with relevant Routings. This resulted in an almost Just-In-Time material availability.
• Created Projects in Enterprise Portal to provide web based input from client personnel in client offices in multiple cities.
• Performed Project costing, budgetary variance and analysis; Created Project performance monitoring reports and alerts.
• Developed Manufacturing, Cost Allocation, Sales, Inventory, Receivables, Financials, Costing reports in SSRS
• Defined the Replenishment methods, and established the item-site combinations. In order to have the Dynamics AX determine efficient order size, defined item order policies by setting minimum, maximum, economic order quantities

Environment: Dynamics AX 2009, Confidential ® SQL Server™ 2008, Scribe, Confidential ® Windows™ 2008, Terminal Server

Confidential, Burbank, CA

Project Lead

Responsibilities:

• Direct and managed program development from beginning to end.
• Defined program scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.
• Developed full-scale program plans and associated communications documents.
• Effectively communicated program expectations to team members and stakeholders in a timely and clear fashion.
• Liaised with program stakeholders on an ongoing basis.
• Estimated the resources and participants needed to achieve program goals.
• Implemented Dynamics GP GL, PO, FA, RM, COL and integration with MFS (Multi Facility System)
• Designed and implemented e-connect integration with clients S390 mainframe system such that daily sales invoice batch was integrated with Dynamics GP
• Designed and Configured GL, Inter-Company, Allocation entries, Clearing entries, Recurring entries, Analytical Accounting and Budgeting system
• Designed, developed and implemented ACH system for client, integrating both Receivables and Payables Management

Environment: Dynamics GP™ 10.0, eConnect, Integration Manager, FRx 6.7, Report Writer™, FRx, MS Business Portal 3.0, Confidential ® SQL Server™ 2005, Confidential ® Windows™ 2003, Terminal Server

Confidential, Dallas, TX

Project Lead

Responsibilities:

• Retail Management System: Implemented Dynamics AX 4.0 GL, Production, PO, PA, SO, FA, HR, BR, and integration with RMS Retail Management Point of Sale system,
• Designed and implemented process manufacturing for corn processing including providing functionality to manage: yield, scrap, waste, co- and by-products, grades, etc.
• Implemented material management to control and plan stock, production, packaging and distribution
• Designed and Configured POS Interface to fit various user roles.
• Created multiple POS layouts and based on the user role, assigned the layout such that when the person logged in, they saw only the POS lay out assigned to them.
• Created Sale and Checkout layouts for clerks, and returns, credits, warranties, exchanges for store Managers
• Configured POS buttons to show top selling Items and product Categories
• Created ‘Up-sell’ relationships to sell related products
• Process Manufacturing System: Improved collaboration between stock, production and packaging/distribution to manage product perish ability and optimized production capacity and warehousing
• Integrated government regulations in production processes for facilities, packaging, food safety, food ingredient and nutrition labeling, and worker health and safety
• Implemented preventive measures to minimize risk and manage control quality
• Implement reactive measures, such as Track & Trace
• Implemented GL Chart of Accounts to facilitate profitability analysis at Cost center, Division level, including Cost allocations, Payables, Receivables and Fixed Assets.
• Fund Accounting-Non-Profit: Designed and Developed Fund Accounting system for non-profit organization using AX dimensions
• Created budgets variance reporting for individual Funds
• Integrated with Proposal development and Fund Raising system
• Designed and development Grant Management reporting
• Accounted for purchasing encumbrances and year end roll over.
• Created reports for tracking specific programs and related projects, including yearly program renewal proposal
• Developed SSRS reports including management reports dashboard. Created Parameters to allow user to select variables to control data input and format appearance. Developed report groups with data validation and cross-referencing with other SRS reports.
• Created Projects in Enterprise Portal to provide web based input from client personnel in client offices in multiple cities.

Environment: Dynamics AX 4.0, 2009, RMS Retail Management POS system, Confidential ® SQL Server™ 2008, Scribe, Confidential ® Windows™ 2008, Terminal Server

Confidential, Westlake, CA

Project Manager

Responsibilities:

• Defined a top-down approach initiated with company-level controls to identify for further testing only those accounts and processes that are relevant to internal control and risk management for financial reporting.
• Implemented extensive system to document those businesses processes which affected financial results, as part of the Section 404 compliance requirements
• Determined disclosure standards, and identified and cataloged significant events. Identified manual and automated controls to capture and disclose significant events in required time frames
• Integrated system with COGNOS/SSRS system to enable creation of advanced reports, implemented system ‘dashboard.’
• Created SSRS dashboard with report cross referencing. Created SRS Templates.

Environment: Confidential SOX Accelerator, SQL server 2005, OpenPages SOX FMC, COGNOS® Reports™ 11.x, Oracle 9.1 database

Confidential, Westlake, CA

PROJECT MANAGER

Responsibilities:

• Set-up unique identifiers to set up the tax provision system consistent with client tax return software, thereby automating the return to provision reconciliation.
• Set-up adjustments for permanent and temporary differences to reflect the tax regulations of the Company’s many jurisdictions, including offices in foreign countries. Implemented system to generate the journal entries recording the differences to be posted back to the general ledger.

Environment: Taxstream system, Windows Sharepoint services, Crystal® Reports™ 11.x, Confidential ® SQL Server™ 2000, Confidential ® Windows™ 2003 Terminal Server

Confidential, Westlake, CA

PROJECT MANAGER

Responsibilities:

• Developed SEC format consolidated financial reports for Company's 16 domestic and 7 foreign entities.
• Created system to perform Currency conversion consistent with FAS 52 requirements
• Implemented system to perform Inter-company eliminations for hundred's of inter-company transactions with audit trail.
• Designed and created reports to facilitate compliance reporting for Sarbanes-Oxley Section 404

Environment: Outlooksoft, MS Sharepoint server, Windows Sharepoint services, Confidential ® SQL Server™ 2000, Confidential ® Windows™ 2003 Terminal Server

Confidential, Canoga Park, CA

Project Lead/Architect

Responsibilities:

• Enterprise Resource Planning system design, implementation, and support; implemented various Dynamics GPs Accounting, Financial, Distribution, Supply Chain Management, CRM, Manufacturing, HR, and E - commerce Systems for diverse client base.

Confidential

Vice President, Information Technology

Responsibilities:

• Developed, installed and implemented Dynamics GP financial reporting and accounting system for multi-national investment manager. Implemented accounting, financial and systems controls.
• Provided analytical support to the management of company’s management in preparing annual (capital and operating) budgets, long-range (capital and operation) plans and latest estimates (capital and operating).
• Communicated financial information to management and finance for consolidation.

Environment: Macola/Dynamics GP 4.0, Btrieve, Novell, Windows NT

Confidential

SENIOR CONSULTANT

Responsibilities:

• Developed and implemented financial computer systems for Company clients to facilitate and automate routine and critical business decision making process. Processed Systems Requirements Analysis with special expertise in retail, investment management and manufacturing systems.
• Implemented Accounting, Distribution and Manufacturing software systems across Windows, Novell and UNIX platforms. Developed and applied superior project management skills to successfully manage multiple systems projects at a time. Project leader with overall engagement management, software implementation and project delivery responsibility. Functioned as Beta site analyst for a number of financial software developers.
• Planned and performed financial audits; prepared financial statements and related footnote disclosures. Prepared tax provisions and accruals.