SUMMARY:

• I am seeking a senior - level position where my IT, Accounting, Finance and Management experience can be leveraged.
• My diverse business background, combined with a CPA & MBA provides a rare skill set which allows me to achieve results in a fast-paced environment.
• Key strengths include the ability to be the expert; break-down complex problems into manageable components; and to develop / implement solutions within a team setting.

TECHNICAL SKILLS:

Operating Systems: MS Windows (7, Vista, XP, NT), Unix, Linux, MS-DOS, DOS

Prog Languages: Visual Basic, VBA, SQL, PL/SQL, TSL, XML, QuickBasic, FoxPro, Assembler, COBOL, Fortran

Databases: PeopleSoft 9.1, SQL Server 2008; Oracle 7, 8i, 10g; Access; Siebel CRM

Desktop Tools: Excel, Word, PowerPoint, Visio, Outlook, SharePoint, Project, TOAD, PuTTY, PVCS

Reporting Tools: Discoverer, Oracle 6i, Crystal Reports, EssBase

Testing Tools: StarTeam, Squish, Heat, TestDirector, WinRunner

Accounting Pkgs: PeopleSoft Financials 9.1, Oracle eBusiness 11i / R12, QuickBooks Pro, Great Plains Dynamics

EXPERIENCE:

Confidential, Urbandale, IA

Senior Business Analyst - PeopleSoft Financial

Responsibilities:

• Implemented security for application access & processes in PeopleSoft 9.1 for the 1/3/11 go-live for 300 users.
• Designed and deployed the monthly security report for 43 BU’s using SQL Server 2008 and Excel 2007 macros.
• Responsible for Asset Mgmt module: redesigned daily & batch processes; supported period close for 71 companies.

Confidential, Bettendorf, IA

CRM Lead - Commercial Systems

Responsibilities:

• Responsible for the tactical management of Siebel CRM system & related web apps for the commercial organization.
• Created A3 to identify gaps; document current condition of systems; develop target condition & action plans.
• Part of continuous improvement team for core systems; using lean techniques based on Toyota Production System.
• Simplified Excel-based tool for IT budgeting/reporting process
• Analytical system changes for Finance dept. to recalculate key financial measures at invoice level

• Performed compliance testing to support the annual SOX audit for multiple finance sites.
• Reviewed objective’s minimum expectations & test suggestions; used STAR Audit software, templates, etc.

Finance Functional Lead

Confidential

Responsibilities:

• Responsible for the design & delivery of the Oracle solution for all finance & accounting related business processes.
• Served as BU team lead for the Enterprise Business Solution (EBS) project - 5 successful deployments.
• Integrated the critical accounting and business management systems for 4 mfg sites & 70 distribution sites.
• Other areas of knowledge include General ledger, PO, AP, Req-to-Pay and Reports (Oracle 6i and Discoverer).
• Participated in finance Kaizens to drive value-added enhancements. Worked closely with finance & accounting users to provide critical production support; including business analysis, product costing, month-end tasks, transaction / account mapping, system enhancements, data extraction, custom reports, issue management & resolution, etc.

Senior EBS Business Analyst

Confidential

Responsibilities:

• Responsible for the design, configuration, testing and implementation of the Oracle 11i eBusiness Suite software.
• Designed a common Oracle solution to meet corporate level policies and support BU business requirements.
• Provided extensive and end-user support at each location for Controllers and Cost Accountants.
• Experienced with the complete solution development life cycle, including requirements gathering, solution design, process playback, CRP, UAT, go-live and stabilization. Also, PMO guidelines, project toll-gates and RICE.
• Developed automated scripts for Oracle apps using regression testing software: TestDirector and WinRunner.

Confidential, Davenport, IA

Senior Manager

Responsibilities:

• Obtained comprehensive knowledge of client proposals, project planning, and management activities.
• Worked closely with a wide range of clients to determine their technology needs, design effective solutions, and manage the development and implementation of these solutions.
• Successfully recruited 11 consultants for IT Solutions Dev Group. Managed team of 11 developers and 1 DBA.

Manager

Confidential

Responsibilities:

• Project manager for the Solutions Development team; and customized Great Plains Dynamics software.
• Projects involved extensive planning, technical analysis, industry specific design req’s and deployment strategies.

Confidential, Moline, IL

President, Technology and Software Development

Responsibilities:

• Designed, developed and deployed IT solutions for area businesses, such as multi-user relational databases; LAN based client/server systems; custom applications (portfolio management system); and integrated EDI systems.
• Created commercial software products, which were distributed nation wide for a large manufacturer.
• Specialized in new business start-ups & services for all entity types. Examples include for-profit in corporation, corporate / LLC restructuring strategies, and financing options for franchises (1-800-Dry-Clean; and Superior Walls).
• Professional services included accounting, payroll, and tax preparation for 250 individuals & small business.

Confidential, Muscatine, IA

Project Administrator

Responsibilities:

• Evaluated existing systems, analyzed future business needs & managed project to redesign financial systems.
• Developed project scope and objectives, and wrote an 11 page user survey to review the current financial systems.
• Managed project for client/server Engineering application to improve custom lighting design work and technology.

Confidential, Moline, IL

Program Manager

Responsibilities:

• Managed staff of 6 programmers and planned projects for new products.
• Developed 4 new professional tax software products for Forms 1041, 1065, 1120 and 1120S (first year sales $300 K).

PC Programmer

Confidential

Responsibilities:

• Rewrote system for Form 1040 package, including Fixed Assets and Passive Activity Losses.
• Developed additional state tax products, and an Electronic Filing module based on IRS rules & regulations.