SUMMARY:

• Effective leader with a unique blend of deep skills in finance and technology, delivers solutions to solve business and financial problems
• Create methodologies and frameworks producing streamlined processes and optimal efficiencies, improving productivity and accuracy.
• Engage key stakeholders constructing workflow engineering and operational impact assessments to reduce disruption and increase productivity.
• Develop test procedures, scenarios, cases, including execution of test scripts, with documentation and communication strategies for outcomes.
• Serve as skilled technical team leader and trainer with a track record of directing multiple tasks effectively to ensure on target completion of all deliverables.
• Demonstrate skills in Microsoft Office (Word, Excel, PowerPoint, Access, SQL *Plus, ACBS, Oracle, Hyperion, Peachtree, People Soft
• Known for strong leadership abilities inspiring high performing teams, working effectively cross functionally, independently, and as a team member.

HIGHLIGHTS:

• Software Development Lifecycle
• Project Management
• System Design and Testing
• Use Case Modeling
• User Experience - based design
• General Ledger Maintenance
• Servant leadership
• Waterfall and Agile methodologies
• Process improvement/documentation
• ERP implementations
• Data Analytics
• Customer Service oriented
• USGAAP/IFRS/FASB
• Microsoft Dynamics 365 for Finance and Operations
• Financial Statement Preparation
• Process Documentation and Improvements

PROFESSIONAL EXPERIENCE:

Confidential, Englewood, CO

Business Enablement Manager

Responsibilities:

• Oversee requirements gathering, UX designs and QA testing, with an accurate reflection of user needs.
• Prepare for future ERP implementation with appropriate and exceptional business requirements manifested in out of the box functions and custom development.
• Design “As IS” and “To Be” workflows for business processes in preparation for tailored enterprise resource plans. Engage stakeholders to identify and solicit opportunities for business process improvements
• Author of test scripts and coordinator for User Acceptance Testing (UAT).
• Collaborate with business management and end users to identify, define, and document business needs, objectives, current operational procedures, problems, input/output requirements, and levels of system access.
• Implement Microsoft Dynamics 365 for Finance and Operations using out of the box and custom functionality.
• Integrate with 3PL for all product fulfillment, resulting in reduced costs by 20% and lowered delivery to 2 days, and improved accuracy of delivery.

Confidential, Carlsbad, CA

Business Consultant

Responsibilities:

• Oversaw software installations and cut overs.
• Conducted reviews, finalized budgets and monthly financial states regarding full P/L audit. In addition, analyzed, documented, and recommended improvements to small business policies and procedures.
• Prepared federal and state tax returns 1099s, property tax, payroll and sales, and use tax filings.
• Conducted systems/software analysis, installation and conversions, including accounting, merchant services, and Point of Sales (POS).
• Negotiated new merchant credit card account, saving an average of 23% on expenditures.
• Analyzed approximately a dozen businesses, resulting in over 10% gain in revenue and nearly 15% reduction in expenses.

Confidential, San Diego, CA

Business Systems Analyst Specialist

Responsibilities:

• Employed Agile, Scrum and Waterfall processes, including Enterprise Project Management Methodology (EPMM) standards.
• Coached accounting/finance expertise to internal development team, product manager, and other internal clients on commercial loan trading and servicing accounts.
• Collaborated with clients and consultants in requirements developments reflecting specific business needs.
• Reviewed development designs for compatibility with requirements and client needs, ensuring client satisfaction.
• Incorporated new government regulations pertaining to commercial lending for software enhancements, in the creation of Business Requirement Document (BRD).
• Created user stories and acceptance tests for UAT review of features from QA team.
• Improved accuracy and speed of QA testing by designing and developing independent testing tools.
• Coached consulting services and sales support teams to ensure accuracy in demonstrating most recent product information.
• Delivered SME advice to IT developments during product development along with version enhancements.
• Created and release documentation explaining new feature functionality, resulting in clear and accurate documentation.
• Managed consultants on implementation of new product features, conversions, and upgrades, ensuring adherence to requirements and specifications.

Confidential, Irvine, CA

Accounting Manager

Responsibilities:

• Delivered outstanding support to sales force with analysis of trends and patterns targeting competitive edge and Gross Profit (GP) margin.
• Performed a variety of treasury functions such as general ledger, month-end closing, journal entries, cash receipts, cash forecasting, accounts payable, accounts receivable, invoicing, collections and banking, merchant account and POS collections.
• Oversaw accuracy of year-end closes including journal entries, accruals, depreciation schedules.
• Reconciled GL and sub-ledges for balance sheet and income statement.
• Played a key role in the successful implementation of ERP distributor software, including integration of financial aspects in compliance with GAAP standards, and the creation and launch of general ledger and sub-ledgers.
• Oversaw operational departments in producing process improvements to procedures and resource utilization, resulting in greater overall accuracy.
• Performed semi-monthly payroll for 40 employees, including tax withholding requests, benefit deductions and compliance to state laws.
• Directed and guided three employees in serving as operations managers for 2 branches with 25-30 employees.

Confidential

Intelligence Analyst

Responsibilities:

• Served as a Marine Corps reservist supporting operations in Afghanistan, Iraq, Horn of Africa, and Homeland Security
• Designed a GIS-based inter-agency incident tracking/reporting system earning acknowledgement as the Joint Forces Command Sailor of the Quarter. In addition, received numerous s for deploying covert, technology-driven defensive measures in multiple combat zones.

Confidential, Arlington, VA

Senior Accountant/Business Analyst

Responsibilities:

• Performed a number of accounting and technical duties including daily mutual fund portfolio valuations (NAV), compliance checks, data warehouse conversion, and distributed calculations for reporting.
• Prepared semi- and annual mutual fund prospectus and annual budgets, including individual/consolidated tax filings for four subsidiaries and parent division.
• Maintained general ledger and close process, and analyzed work areas with recommended improvements for efficiency and streamline redundancies.
• Oversaw conversion from Lawson to Oracle Financials, Hyperion and Discoverer, impacted general ledger and all accounting functions.
• Served as team leader for reconciliation of data warehouse conversion employing SQL and scripts in compliance. Successfully led combined 10-person team from IT and Accounting, resulting in 5 years of corporate transactions being verified and corrected before ERP go-live deadline.
• Achieved informative reports for senior management and auditors, including reports with specificity for federal and state regulatory and tax reporting adhering to SOX and other statutes.