SUMMARY:

Strategic leader, demonstrating strong business acumen and in - depth experience in wholesale distribution and supply chain. Results-oriented and comfortable in a fast-paced, dynamic environment working with cross-functional teams. Hands-on with a collaborative style and the ability to influence peers and senior leaders across the organization. Resolve to inspire, nurture and lead team members. Viewed as trusted resource by senior management, with a passion for innovation and corporate development . In a highly visible role, developed a proven track record, achieving positive business results by developing efficiency improvements through technology and fully integrated ERP systems.

AREAS OF EXPERTISE:

• Business Drivers and Technology Alignment
• Executive Level Engagement
• Communication & Interpersonal Skills
• Project Management
• Research & Strategy
• Business Intelligence
• Data Extraction/Conversion (SQL)
• SQL Query and Reporting
• Enterprise Resource Planning (ERP)
• Ecommerce - B2B/B2C
• Acquisition Integration
• Systems Integration
• Problem Solving
• Optimizing Productivity

PROFESSIONAL EXPERIENCE:

Confidential, Philadelphia, Pennsylvania

Responsibilities:

• Facilitate and coordinate development of the strategic plan, research and monitor emerging issues and key strategic topics. Ensure advancement of PJP’s strategic initiatives through the corporate planning process.
• Provide technical, strategic expertise and oversight to the corporate development efforts across the organization. Solve complex organizational challenges, helping the business drive results and grow.
• Evaluate and execute strategic initiatives for the company such as M&A, new business initiatives, structural opportunities to improve upon the company’s financial performance or flexibility and any other strategic initiatives for the organization as directed by senior management.
• Assess workload and suggest prioritization to inter-department senior staff; experience in developing standard operating procedures to support future growth. Lead projects and assignments, which require commitment from interdepartmental and external resources.
• Plan, execute complex initiatives, including post-merger integrations, multi-phased ERP systems implementations, implementations of strategy roadmap programs.
• In depth understanding of Finance including relationship to other business processes and systems (i.e. accounts receivable, accounts payable, cost accounting, inventory management, etc.).
• Contributor on technology projects and initiatives that support, grow, manage the D365 F&O platform. Serve as Steering Committee and key member of ERP upgrade team, with direct participation in the Dynamics AX 2009 to D365 upgrade project.
• Elicit, document business requirements with functional specifications for modifications or integrations to the Microsoft Dynamics 365 Finance and Operations (D365 F&O) platform, related reporting, other internal systems with functional and system dependencies on D365.

Software Quality Assurance Analyst

Confidential, New Jersey

Responsibilities:

• Develop, implement, maintain and execute exhaustive test plans, scenarios, and cases in DDI System’s proprietary ERP system.
• Interpret requirements to ensure changes made or software developed meet expectations.
• Utilize templates, tools, metrics and best practices to verify that products meet business and user requirements.
• Provide front-end and back-end system, integration, regression testing and verification of changes to existing software and to newly developed software.
• Identify, document, track software defects. Provide documentation to management and project teams to determine release readiness of products or product features.
• Work with the support group to reproduce production problems and identify gaps in the regression test suite.
• Work in a development environment. Provide automated testing using relational databases.
• Knowledge of quality assurance standards, methodologies and processes used during all testing phases (Functional, System, Regression, User Acceptance, Performance).

Senior ERP Business Consultant

Confidential, New Jersey

Responsibilities:

• Support key project implementation activities such as discovery, implementation planning, systems integration, training plan development and execution, procedure development, performance management modifications, business case tracking, realization; user acceptance testing planning and execution.
• Ensure that project deliverables are completed on time and anticipate issues or conditions that may impact the original estimate or project budget.
• Assist in the monitoring of project-related issues or escalations (of an urgent or high priority nature) and build response strategies and actions to address issues.
• Support and lead process enhancement initiatives to drive operational efficiencies and improve the customer experience.
• Understand the business objectives and processes of current systems. Perform work plans, identify resource requirements, establish priorities for available resources and monitor the performance of project tasks.
• Perform analysis and evaluation of options, alternatives, and system capabilities. Make recommendations through technology systems and process changes to solve problems or enhance business processes.
• Data extraction, including conversion and go live conversion program to finalize the transition.
• Work with existing client base providing support services around system management and maintenance tasks.
• Installation and upgrades, report writing and other issues, implementations and ongoing technical and business process expertise.

Call Center Supervisor

Confidential, Horsham, Pennsylvania

Responsibilities:

• Provide reporting support for ownership and management in a call center environment, providing Ad-hoc, forecasting, and trend analyses reports. Direct operations as a liaison between clients, supervisors, and call center employees. Administer performance management by diagnosing improvement opportunities, providing effective feedback, coaching, training, professional development, and corrective action plans.
• Cost cutting initiative saving company labor costs by building a strong team that steadily exceeds efficiency levels, quality assurance standards, consistently maintains Top Customers’ Poor Service.
• Coefficient below 2%, calls connections below contractual 30 seconds and Non-Serviceables below 0.2%.
• Consistently maintain coordinator utilization above 50% by directing South America eligible calls to South American Spanish Interpreters and saving on independent contractor compensation expense on number one serviced language.
• Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction. Effectively managed departmental expenses to stay within allocated budget.

Controller

Confidential, Huntingdon Valley, Pennsylvania

Responsibilities:

• Integral member of the leadership team responsible for leading the development and execution of W.W. Adcock’s long-term growth strategy.
• Work closely with business partners to implement recommendations, including leading due diligence efforts.
• Process systems flows in support of strategic planning, identifying trends and recommending business solutions using established policies, procedures and guidelines.
• Coordinated of cross-functional teams during due diligence, execution and integration.
• Ensured the operation is consistent with corporate policies, sound accounting procedures, and compliant with SOX requirements.
• Developed and implemented on demand financial reporting including real-time sales projections.
• Saved approximately $4.5 million in 2010 in “dead stock” by devising a method for intra-company transfer of stock among nine east coast warehouses.
• Consistently operated business within or below operating budget, even during major downturn in the economy.
• Researched, audited and analyzed advanced levels of data to develop enhanced reports, reporting mechanisms, improved revenue recognition and reporting by facilitating fully integrated EPICOR Prophet21 ERP system and training end users on system functions.
• Data extrapolation with SQL, MS Query, Excel, Crystal Reports and assisted in creating consistency.
• Involved in the complete life cycle of the product, proficient in all business finance concepts, practices, and procedures from order entry, operations, general ledger and financial reporting; including the education of operational functions.
• Assisted with defining business and functional requirements for system implementations, integrating technology into the workplace and optimizing access to real-time data. Provided Tier II technical support to corporate wide-area network over the phone and via remote tool (PC Anywhere, Webex).

Quality Assurance Officer

Confidential, Huntingdon Valley, Pennsylvania

Responsibilities:

• Managed regulatory conformance with quality assurance standards in the mortgage industry.
• Performed QA reviews of policies and procedures, including identifying and defining compliance issues nationwide.
• Reviewed and analyzed evidence and developed workable solutions, documented processes and procedures.
• Initiated ongoing control audits, recommended procedural changes, and implemented corrective actions.
• Reviewed policies and compliance metrics, risk factors to ensure compliance with quality standards, maintained investor relations, and developed marketing for new lending products.