SUMMARY:

SAP/FI/CO Consultant / Team Lead / Manager and Solution Architect with extensive IT Leadership and Management experience for the last Twenty Plus years, involved in all aspects of the SAP implementation life cycle (design, configuration, testing, training and go live and Production support). Steered the development of formalized solution methodologies. Build and maintain repository for deliverables, methodologies, and business development documents. Interface and coordinate tasks with internal and external technical resources. I have successfully completed nine full SAP Life Cycles implementations and numerous SAP upgrades. My areas of responsibility have been in the following areas: R2R, P2P and OTC, (General Ledger, New GL and Document splitting, Accounts Payable, Accounts Receivable and Credit Management, Assets, Special Ledger, Cost Center Accounting and Profit Center Accounting and the New Revenue Accounting (RAR). I have broad knowledge of SAP Configuration, Master data and Transactional data. In addition I have over 25 years of IT experience. I am SAP Certified in FICO and the New Revenue Accounting for IFRS 15 and the New GL

EMPLOYMENT:

Confidential, Westford, MA

SAP Finance Consultant/Production Support

Responsibilities:

• Supporting Confidential and resolving issues on the Confidential Task List
• Responsible for Leading Confidential with SAP Best Practices and eliminating current interfaces with SAP Best Practice
• SAP General Ledger, Fixed Assets, Banking and Treasury, Internal orders and Budgeting
• Providing Confidential with a project plan for putting there newly acquired company on SAP

Confidential, Mechanicsburg, PA

SAP Finance Consultant/Production Support

Responsibilities:

• Supporting Confidential in Production Support environment for SAP
• Responsible for leading special Projects and assisting fellow consultants in the following:
• SAP Account Determination, Prompt Pay, and SAP Project System and Reporting analysis
• Responsible for solving outstanding tickets

Confidential, Alexandria, VA

SAP Finance Consultant/Production Support

Responsibilities:

• Supporting Confidential in SAP Production Support
• Reviewing and Solving supply Chain tickets for the SAP Confidential system, including Foreign currency transactions, Document entry, Clearing Functions and Prompt Pay

Confidential, Muskego, WI

SAP Finance Consultant

Responsibilities:

• This assignment was to assess Nabco’s SAP Financial system and provide a path for improvement
• A list of 45 items was developed ranking in order of importance regarding the SAP Implementation
• Accomplishments:
• Developed COPA Report with a defined Product Hierarchy
• Developed Product Costing procedures and the utilization of reports
• Successful Implementation of the Finance Dunning process
• Worked on a Project plan and design for the implementation of Taxware.
• Put together a plan to Implement SAP Profit Center accounting. Nabco’s branches are currently using Quick Books and this project would have eliminated the need for Quick Books.
• Provided a more efficient Month End close. Provided documentation for the necessary steps needed for Month end.

Confidential, Indianapolis, Indiana

SAP Finance Consultant

Responsibilities:

• Responsible for analyzing Eskenazi’s Health current SAP environment for pain points
• Provide guidance to Eskenazi to improve the Business process which was accomplished by workshops and end user discussions
• Modules included: SAP General Ledger, Accounts Payable (Purchase to Pay including interfaces), Assets, Cost Center Accounting and Funds Management and working with the Supply Chain and HR consultants for integrated pain points
• Develop a plan to implement recommendation and EPIC Interface (Patient Revenue)
• Developed a Change Management process for new ticket items
• Proposed a training session for Funds Management and a path forward for implementing Grants
• Document all new SAP procedures

Confidential, Tysons corner, VA

SAP Finance Consultant

Responsibilities:

• Preparing BPD’s (Business Process Development relating to Confidential SA
• Initiate Workshops which would develop into design documents
• The completed Design documents required a formal Sign - off from Confidential
• Responsible for the following areas: Reimbursable Billing, Projects Systems and Fixed Assets and Accounts Payable
• Training and Testing for Revenue Accounting 1.1 for IFRS 15
• This involved working through the new Revenue Accounting and ensuring that the new concept that SAP has been implemented is working correctly
• Noted problem areas and reported findings to SAP development team
• Training and testing took place in Singapore

Confidential, Rock Hill, SC

Finance Consultant Manager

Responsibilities:

• This is a German company Rolling out SAP for a newly established company in the United States
• Responsible for Business Blueprint which included General Ledger, (Identifying General Ledger accounts that were specific to the US Business) Accounts Payable (Purchase-to-Pay process) including both 3 way and 2 way matching), Accounts Receivable and Fixed Assets
• Responsible for the configuration for the US Client - General Ledger, Assets, Accounts Payable, Accounts Receivable and Credit Management, Cash management and establishing procedures for Bank Reconciliation
• Responsible for the Unit Test and end to end testing
• Successfully completed the first and second integration Test
• Responsible for both Training the client and documentation which was handed over to the client
• Successful Go-Live on-time
• Providing Support after Go-Live for both Month End and Year End

Confidential, Decatur, Alabama

FI/CO Team Lead

Responsibilities:

• Responsible for the Financial Solution Architect transforming the Business Requirements to a set Design that was used for the rest of the implementation
• This Business Blueprint Requirements included General Ledger, New GL and Document Splitting. Accounts Payable Purchase-to-Pay), Checking and ACH Banking. Accounts Receivable (Order-to-Cash) and Credit Management, and Fixed Assets, Cash management and establishing procedures for Bank Reconciliation process and Revenue Accounting
• In addition the Finance team was responsible for defining revenue streams for the Chemical sales and contracts
• Responsible for the configuration and Testing and Data Conversion for Assets, General Ledger Accounts, Cost Centers, Vendor Invoices and Customer Invoices
• Demonstrated to client thru CRP (Conference Room Pilot) that the design was valid and configuration supported the design
• Developed Functional specs for various output documents (Checks and Invoices)
• Responsible for all aspects of the Finance and Controlling design and reported on weekly updates to Client
• Responsible for assisting the client in a total redesign of the Chart of Accounts
• Responsible for the Unit testing and integration Testing
• Responsible for the Data conversion of Assets, General Ledger Balances, AP Vendors and AR Customers
• Successful Go-Live

Confidential, Southfield, Michigan

Finance SAP Consultant

Responsibilities:

• Developed a Financial solution and Design that was proposed to Confidential for the implementation providing SAP Best Practices
• Develop a Global Template which included South America, North America and Europe
• Provided a Global Chart of Accounts and how to achieve this solution
• Proposed Profit Center Accounting and the New GL
• Presented solutions for a Balanced - Balance Sheet for Profit Centers Accounting (Document Splitting)
• Proposed a tentative Project Plan which will be expanded if this solution is approved by Corporate Accounting

Confidential, Boston and Houston

Finance Training/SAP Consultant

Responsibilities:

• I was responsible for presenting the Financial Accounting Customizing Course to prepare clients for the Blueprint phase
• Present the Financial Accounting Customizing GL, AR (Order-to-Cash), and AP (Purchase-to-Pay) and Special Ledger, Cash Management Training, SOX and IFRS (Course AC050, and Business Processes in Financial Accounting)
• A presentation of the New GL, Document Splitting, Segment reporting and how this would benefit the client

Confidential, Englewood, NJ

SAP Finance Defect Manager

Responsibilities:

• Review Finance Related Defects in the HPQC system for a major SAP Implementation for Confidential
• Ensure that the Defects is resolved on a timely basis
• Test Process flows that have been related to a Defects, including Accounts Payable, Accounts Receivable, General Ledger and Assets. Ensure IFRS requirements are being addressed which at this time amounted to an additional Depreciation ledger for Assets. Revenue Accounting requirements specific to IFRS was reviewed but no action taken
• Propose Configuration changes to Offshore team when necessary
• Monitor Transports when Changes have been made and re-test or send to the correct party that was responsible for finding the Defect
• Reviewed the Foreign Currency and Accounts Payable process and Cash Management and Taxes and ensuring the correct posting were taking place. (Uniliver uses Taxware)
• Attend Defect daily Up-date meetings

Confidential, Denver CO

SAP Finance Team Lead

Responsibilities:

• Finance Support Team for Version “0” and preparing for Version “1” SAP ECC 6.0
• Writing Requirements & Document Design Documents (RDD’s) Blueprint Phase
• Data Conversion for Customers and Vendors
• Accounts Payable - ACH and Cash Management and Bank Reconciliation and the complete Purchase-to-Pay process, both manual and electronic statements, establishment of a lockbox process and manual and electronic check deposits
• Developing a project plan for implementing the New General Ledger (This would amount to a separate project for Confidential with its own budget and team
• Responsible for supporting the Finance Team and Production Tickets
• Put together a New GL Proposal and Project plan

Confidential

SAP Finance Team Lead

Responsibilities:

• Responsible for organizing SAP Finance workshops for various clients.
• For example:
• One client needed to Identify assets after the company broke away. They had to ensure only their assets remained on the books
• Review the Purchase - to-Pay process
• A second client needed have a better understanding of Profit centers, Internal Orders and Projects and what was the best way to utilize these modules. This turned into a project plan with major steps to accomplish this goal.
• A budget for this project was identified and presented to the client.
• A client required an Audit of the SAP System, which included workshops included Assets, Profit Center Accounting and Internal Orders, and Special Ledger and Accounts Payable processing (GR/IR) to help identify major pain points
• A project plan was put in place to correct problems and document correct procedures
• These workshops acted as an Audit of the client system to determine if the system was being used effectively
• Once the workshop was completed I would make recommendations for going forward with a proposed project plan and necessary time to complete the tasks

Confidential, Billerica, MA

Finance Team Lead

Responsibilities:

• Responsible for the ongoing task of the Confidential Migration to SAP ECC 6.0 (RTSC Migration Lead) Project
• Responsible for the on-going task for the Finance Team and a 34 Million Dollar Budget
• The Team includes Labor, Finance and CO with approximately 21 members and 3 sub leads
• My tasks Involved in managing Interfaces, Enhancements and ensuring the responsible party for the on-going task for the Finance Team
• Master Data and updating Management on the TPR status. This is critical for the Testing team. Master Data needs to be accurate and in balance (Projects, Results Analysis, Trial Balance etc.) before Confidential will be able to determine the Go-Live Status. This involves coordination with all the other teams involved in the implementation process. Addressing any IFRS requirements and ensuring that Confidential is Compliant
• Participated in the Valuation Class workshop. This was to get all parties to understand the integration between Finance and Materials Management and SD integration. The workshop ended with tasks to modify the Account Determination table and the subsequence testing to ensure postings are correct
• Managing the Testing for the Finance team (currently in the Testing phase). Follow up on Testing Errors through re-testing and acceptance
• Responsible for updating management with weekly Status meetings
• Responsible for the Finance team Budget and reporting to upper management

Confidential, Meriden, CT

Senior Consultant / Finance - Independent Contractor

Responsibilities:

• Presented the Finance and Controlling.
• The workshops consisted of all the Finance modules (General Ledger, Accounts Payable (Purchase-to-Pay process), Accounts Receivable (Order-to-Cash), Assets Treasury and a summary on the New GL. In addition I was responsible for the Cost Center and Profit Center modules)
• Successfully completed the Finance portion of the Blueprint for Confidential on time. Documentation was developed that was the result of the final Blueprint. I was responsible for the General Ledger, Accounts Payable and Accounts Receivable and Revenue Accounting(we documented the Assets module but no decision was made regarding the implementation of this module). In addition I was also responsible for the Cost Center and the Profit Center modules.
• Confidential will be using Hyperion for consolidation purposes. ADP payroll will be an interface. Identified all RICE objects (Reports, Interfaces Conversions and Enhancements)
• Assisted in the creation of the New Chart of Accounts for Confidential.
• Address any IFRS Requirements for this Global Company. Confidential is based in Germany.

Confidential, Dover New Jersey

Senior Consultant - Solution Architect

Responsibilities:

• Working with the team to develop an SAP Army Gold Master for a proposed merged solution.
• This Merged Solution is being developed to consolidate most of the Army current SAP environments.
• Developing Scenario’s that will work for a prototype to present to the client ( Confidential )
• Configuring proposed solutions and testing both unit and end-to-end solutions. This was a solution Architect Role
• Developing interfaces to the Army Financial system (Army will not use SAP General Ledger)
• Working with the Funds Management, Finance and Treasury (This would be an interface to Army Finance) ( and the Controlling side to in corporate the proposed solution

Confidential, Atlanta, GA

SAP Senior Consultant / Business Development

Responsibilities:

• Working with the Business Development Team in seeking out and gaining new SAP Business for Confidential .
• Present workshops to potential new clients.
• Responsible for 6 Consultants and there career paths
• Developed and present workshops to my SAP Team.
• Topics included the New GL and ECC 6.0.
• Present Brown Bag workshops.
• Work on new RFP’s as part of the Business Development team.
• Attend Sales calls as the subject matter expert.
• Working with Confidential in their merger process. (This was a non-SAP Project)
• Responsible for the analysis and design of the Financial Reconciliation for the New Bank project.

Confidential, Maryland

SAP FICO Consultant

Responsibilities:

• Responsible for developing Business Requirements into a set Architecture design that was used for the Implementation
• Responsible for Analysis (Blueprinting) and writing Design Papers (Smiths was implementing SAP ECC 6.0) for the following modules: General Ledger and Assets, Accounts Payable and Cash Management. Identified all RICE objects (Reports, Interfaces Conversions and Enhancements)
• Responsible for the Finance Team
• Configuring the Assets module, Profit Center Accounting and General Ledger Accounts Receivable (Order-to-Cash) and Taxes (Vertex was being used) and completing the Unit Test getting ready for the next phase.
• Took part in the Design process with the other FICO modules making the appropriate Best Business practice recommendations.
• Responsible for updating documentation.
• Responsible for Testing

Confidential, New York

SAP FICO Manager

Responsibilities:

• Responsible for writing proposals for new SAP business.
• FICO Team Lead/Solution Architect for the Blue Print Phase for a Major Bank in the Caribbean. Identified all RICE objects (Reports, Interfaces Conversions and Enhancements) (Banco Popular) Blueprint Phase
• General Ledger, Accounts Payable (Purchase-to-Pay Process), Travel Management and Profit Center Accounting
• Blue Print successfully completed on time (Blueprint was for an upgrade from 4.7 to ECC 6.0).
• Developed Project Plan for the SAP ECC 6.0 Roll out.
• Developed Foreign Currency procedures for a major Caribbean Bank. Successfully completed from Blueprint to Successful Go-Live
• Responsible for a Fiscal Year change (from October to September to January to December) for a major Gas company in Montana.
• Completed Design Phase for Fixed Assets. - Blueprint
• Successful Year change conversion
• Successfully completed an SAP upgrade from 4.7 to ECC 6.0 (Blueprint to Go Live).
• Identified major areas that needed to be addressed for phase II. Added additional Revenue for the Project
• Responsible for the Chart of Accounts, Accounts Payable and Accounts Receivable
• Responsible for developing the Cost Center Hierarchy.
• Responsible for Developing the Profit Center Hierarchy.
• Responsible for Finance Modules roll out (GL, and AP) of Burberry. Implementation was for both Warehouse and Retail
• Warehouse project was successful from the Blueprint Configuration, Testing to the Successful Go-Live
• Attended a Confidential Project Management Class.

Confidential, Philadelphia, PA

Managing Consultant

Responsibilities:

• Responsible for writing proposals for new SAP business. This was part of my Stated Goals
• North American Team Lead for a major Telecommunication company based in Toronto (This was a global SAP project).
• Developed the Cut Over process from Testing to Go-Live.
• Responsible for 15 Power Users and up to 80 total North American Users.
• Responsible for developing and maintaining the Project plan.
• FICO Team Lead//Solution Architect for the Blue Print Phase of a major Farm Equipment Manufacturer. Identified all RICE objects (Reports, Interfaces Conversions and Enhancements)
• Responsible for 7 FICO consultants. Finance (GL, AP & AR), Assets Treasury, Controlling and Vertex 3rd Party package
• This project was a roll out from the European Parent. Blueprint, Design, Configuration, Testing and Go-Live
• The Project was divided into two parts 1) Leasing 2) Manufacturing. First phase was Manufacturing which was successful
• Responsible for the Accounts Payable and Accounts Receivable Modules for a major Retailer (Home Depot)
• Attend Accenture’s Executive Management Class in St Charles.

Confidential

Managing Consultant

Responsibilities:

• Responsible for the coordination of reviewing SAP FICO modules and the Testing results from DLA to ensure they are compliant with Federal Standards. This was an SAP Audit
• Manage the testing team and set meetings and schedules to ensure that Confidential ’s time line is being adhered to.
• Responsible for bringing in an additional 1.5 Million Dollars in Revenue for Confidential .
• Department of Interior (DOI) SAP Financial Test Manager and Financial Consultant.
• Responsible for developing and maintaining the Testing Project Plan.
• Responsible for the Accounts Payable, Accounts Receivable and General Ledger. And 3rd party Tax Package (Taxware)

Confidential, Cherry Hill, New Jersey

Financial Consultant - Contractor

Responsibilities:

• Conducted an SAP Financial Audit.
• Listed Issues and potential problems with SAP configuration and made recommendations where necessary.
• Implemented most of the recommendations, which included SAP configuration changes and process changes.
• Conducted weekly Status and Issues meetings to ensure that PTI and the team were on the same page.
• All goals and objectives were successfully met.
• Continue to work on Year End and Month end process to improve efficiency.
• Improved the GR/IR process for this client

Confidential, Philadelphia

Financial Consultant

Responsibilities:

• Part of the SAP Finance Competency Center supporting Confidential and Haas Production environment (This covers the SAP Finance modules and Controlling modules. Including GL, Accounts Payable, Accounts Receivable and Cost Center Accounting and the Treasury module (Cash Management) and Special Ledger and Vertex 3rd party tax package
• Resolve customer problems with the SAP Production environment.
• Propose necessary SAP configuration changes and propose additions to Production.
• Problem resolution of user base tickets.
• This function was outsourced. Responsible for teaching the team that would take this function offshore
• Successfully completed the Blueprint phase for SAP Accounts Payable, Accounts Receivable, General Ledger and Financial Integration (SAP Release 4.6C and The Federal Solution or IS-PS and the Merged Solution for IS-PS and Aero-Defense).
• Documented As Is and To Be Scenarios and presented the Army with a final document.
• Accountable for the SAP Financial modules during the Scenario development phase (SAP Configuration of the General Ledger, Accounts Payable and the Account Determination modules). This was to demonstrate to the Army the proposed SAP solution. Identified all RICE objects (Reports, Interfaces Conversions and Enhancements)
• Configuration of the Financial Modules (General Ledger, (Special Ledger was used to accommodate Specific Line of Accounting rule that the Army had in place) Accounts Payable, Accounts Receivable and Financial integration) including Funds Management according to the project requirements.
• Create documentation including both Process Scenarios and Business Process Procedures.
• Responsible for the SAP Financial integration between Materials Management and Sales and Distribution. Also responsible for the Funds Management integration to the General Ledger. Managed the SD, MM and Finance group for a complete team solution. Coordinate all responsible module consultants to successfully develop the SAP integration points.
• Part of a team effort to test the merged SAP Federal Solution and the Aero Defense Solution.
• Developing Functional Design Specification for several interfaces to the Finance modules.
• Defects Manager - Responsible for managing testing problems and assuring that these problems are resolved and ready for retest.