SUMMARY:

• Global Systems Analyst ~ Systems Support Consultant ~ IT - Business Analyst ~ SAP ERP / CRM / SRM / SD / FI / Basis
• Take-charge, achievement-oriented leader with MIS MBA, accounting BS, with a solid track record of delivering bottom-line improvements for global organizations to small independent start-ups.
• A seasoned senior financial systems analyst with proven ability to lead implementation of SAP systems with 3rd-party indirect tax software in both Order to Cash (OTC) and Purchase to Payment (P2P) workstreams.
• Recognized configuration expertise in US Sales and Use tax, Canadian GST/PST, Mexico and Latin America VAT, and Environmental green taxes in native SAP and bolt-on applications resulting in a seamless environment.
• Heavily experienced in SAP condition logic for SD and MM Pricing conditions and procedures.
• Strong knowledge of SAP Master Data structures and use of migration toolsets (LSMW).
• Well versed in Project Management principles and documentation modules.
• Experience overseeing onshore and offshore technical support and distributed teams.
• Diverse financial experience enables bridging of functional and technical areas - excellent grasp of portraying accurate and timely financial business processes to senior executives.

AREAS OF EXPERTISE:

• SAP ERP / CRM / SRM / Financial and Sales Management modules (ECC 6.0, 5.0, 4.65, 4.2. 3.65, 3.24)
• Vertex Sales and Use Tax (O-series Ver5.0, 6.0, 7.0, Q-series Ver 3.x, 4.x, L-series)
• SAP 3rd party certified Applications - ReadSoft, LCR Dixon, Payware, Novient, Amadeus
• Indirect Tax Management: US Sales & Use taxes, Canada - GST/HST, PST/QST, EU VAT
• Project Management
• Technical & functional support in multi-national, multi-organization environment
• Tax / Accounting Product Development
• Distributed & Centralized Systems
• On-Shoring & Off-Shoring
• Sales & Revenue Recognition
• SAP ASAP/PMBOK / TQM
• ISO / GAAP / SOX Compliance

Independent Consulting

• Project Management experience with SAP ASAP, Confidential, Confidential, Confidential, and Confidential methodologies incorporating best practices.
• Demonstrable experience configuration and integration of transactional tax for US, Canada and VAT tax regulation compliance in SAP and Vertex Sales and Use Tax modules.
• Ability to perform in highly distributed environments to ensure delivered systems are on-time and on-budget.
• Project documentation supporting the integration, enhancement, work-flow and reporting requirements (WRICEF/RICEF) for complex systems.
• Balance of organizational goals with needs of user communities in Order to Cash, Purchase to Payment cycles in delivering training materials and post go-live support.

SAP

• Reduced recurring annual tax liability by $5 Million by developing integrated sales with travel-related expenditures in a client services billing system.
• Designed and implemented a legal compliance reporting system for state and local sales/use and income taxes, personal property and financial audit data extraction using SAP ABAP, SAP DART, SAP AIS, SAPQuery, DBMS utilities and optical storage toolsets.
• Named SAP Subject Matter Expert (SME) for taxation (US sales, Canadian, EU VAT, and Withholding), Fixed Asset Management, SAP SD, Condition logic, and Legal compliance for all internal global systems supporting international 45,000-user community.
• Received numerous Peer Recognition Awards.
• Nominated to the President’s Council of Leadership in 2003.

SIBCO

• Slashed AR days outstanding 44% (62 to 35 days) by leading integration of new credit review system linked to major national service bureaus.
• Increased inventory turns 65% (98.2 to 13.5) by spearheading implementation of enterprise purchasing and inventory control system.
• Reduced overall operating costs 7.3% by introducing new 401(k), medical, and life insurance programs.

PROFESSIONAL EXPERIENCE:

Confidential, Mentor, OH

Project Manager and Vertex Tax Consultant

• Project Manager responsible for managing the deployment of Vertex Q-series, ver 6.0 and SAP ECC ver 6.x and HANA DBMS replacing legacy Baan/Oracle application and Vertex Q-series ver 3.2..
• Tasked with update to Blueprint requirements and actual implementation specifications of RICEF documents for Technical and Functional Specifications and testing cycle for the enhancement of the SAP/Vertex Interface Component (TransLink).
• Provided requirements for modification for SAP Master Data conversion from Baan legacy system...
• Led the implementation of Vertex Q-series ver 6.x, using ODBC driver in Microsoft SQL servers linking SAP.
• Lead the configuration of SAP communication link, TransLink with Vertex as a registered service.
• Converted Vertex Q-series ver 3.2 Tax Decision maker database to Vertex Q-series ver 6.x utilizing MS-Access and Ultra Editor and Vertex Import/Export utilities.
• Prepared, tested and verified test results. Documenting the test results. Preparation of UAT test cases, supervising testing cycles for UAT.
• Lead multiple workshops for Training the SAP SD and A/P teams.

Confidential, Waltham, MA

Senior SAP Sales Tax Consultant

• Technical Lead for enhancements configuration of SAP/Vertex for US operations in post go-live cloud-based business unit of a multi-billion dollar, global enterprise.
• Create new tax-filing enterprise for wed operating business unit.
• Create and implement new Taxability Management database. Mapping of product groups to Vertex-defined tax matrix for standard goods/services.
• Lead testing and use acceptance.
• Roll-out and post go-live troubleshooting and support environment.
• Prepare technical requirements and implementation documentation for SAP Project Systems and SharePoint management utility.

Confidential, San Diego, CA

Senior SAP Sales Tax Consultant

• Technical/Functional Lead for testing of configuration of SAP/Vertex for with Tax Accelerator of Illumina Global template.
• Tasked with update to Blueprint requirements and actual implementation specifications in SAP System Manager (SM) of RICEF documents for Functional Specifications, Detail Function Specifications and testing cycle for the enhancement of the SAP/Vertex Interface Component (SIC).
• Provided documentation guidance and modification of SAP Master Data for String and User Acceptance test cycles.
• Verified and documented results for 320 test case transactions for OTC and P2P workstreams in H-P Quality Center application for in corporation to test cycles.
• Lead multiple workshops for Training the Trainer and SME roles within the Illumina Tax Department.

Confidential, Ft Worth, TX

Senior SAP Sales Tax Consultant

• Technical/Functional Lead for enhancements configuration of SAP/Vertex for to-be consolidated US operations to Confidential Global template. Charged with the converting two separate JDE eONE systems and an older SAP ERP 4.6 environment with Vertex Q-series ver5.0 to SAP ECC 6.0 and Vertex O-series Ver7.
• Tasked with converting Blueprint requirements to Confidential project management methodology into RICEF documents for Functional Specifications, Detail Function Specifications and testing cycle for the enhancement of the SAP/Vertex Interface Component (SIC).
• Enhancement of Pricing Procedure and customization of SAP condition logic and types for auto-determination of tax rate, amount and posting.
• Enhancements to Vertex configuration utilizing Tax Assist, Taxability Drivers, creating and editing Taxability Categories and Tax Rule overrides.
• Provided guidance for on-going maintenance to related SAP Master Data and in corporation of the SAP Data Cleansing utility with SAP ECC and SalesForce.Com environments.
• Developed procedure for cross-referencing Customer, Vendor and Exemption Certificate Manager Master Data utilizing Microsoft Access DBMS for importing into Vertex O-series ver7 Taxability Manager System.
• Lead multiple workshops for Training the Trainer and SME roles within the Alcon Tax Department.

Confidential, Waltham, MA

Senior SAP Sales Tax Consultant

• Technical Lead for enhancements configuration of SAP/Vertex for US operations in post go-live cloud-based business unit of a multi-billion dollar, global enterprise.
• Enhancement of Pricing Procedure and customization of SAP condition logic and types for auto-determination of tax rate, amount and posting.
• Enhancements to Vertex configuration utilizing Tax Assist, Taxability Drivers, creating and editing Taxability Categories and Tax Rule overrides.
• Provided evaluation and guidance for on-going maintenance to related SAP Master Data.
• Provided guidance for the preparation of tax compliance reporting and accounting principles (GAAP) for the International Financial Reporting Standards (IFRS), Accounting Standards for Private Enterprises (ASPE).
• Develop test case scenarios for SAP T-Code SE37 and Vertex Transaction Tester utilities for regression testing cycle and tracking outcomes with HP Quality center utility.

Confidential, Houston, TX

Senior Vertex Sales Tax Analyst

• Evaluate and modify current Vertex configuration for US business units for efficiency and accuracy in post Go-Live environment
• Resolve technical issues related to hierarchy of Tax Assist rules and Vertex Look-Up tables and update RICEF documentation.
• Develop and in corporate best practice policies for roll-out of sales tax processing systems.
• Provide technical guidance for the development and coding for industry specific excise tax processing, compliance and reporting.
• Develop test case scenarios for regression testing cycle and tracking outcomes with HP Quality center utility.
• Provide Level II and III Support to project roll-out for root cause and break-fix of active and development systems in a 4-tier SAP environment with multiple clients.
• Preparation and document the upgrade to Vertex O-series ver 7 for Sales and Use Tax for US and Canada and requirements gathering for VAT global template.
• Active PMO participation for meeting and exceeding project goals and objectives.

Confidential, Mansfield, MA

Senior Vertex Sales Tax Analyst

• Technical Lead for configuration of JD Edwards EOne interface to Vertex O-series for GST, HST, and PST tax processing for Canadian business unit for OTC and P2P workstreams.
• Guidance and evaluation of MDM conversion from proprietary applications to related EOne Master Address Book entry for business partners from legacy systems.
• Develop test case scenarios for regression testing cycle and tracking outcomes with HP Quality center utility.
• Evaluate and modify current Vertex configuration for US business units for efficiency and accuracy.
• Troubleshoot outstanding issues with Vertex Returns.
• Complete the installation of Vertex (VRA) Reports and Analysis module.

Confidential, Omaha, NE.

Senior SAP Sales Tax Analyst

• Technical Lead for configuration of SAP for GST, HST, and PST tax processing for Canadian business unit for OTC and P2P workstreams.
• Enhancement of Pricing Procedure and customization of SAP condition logic and types for auto-determination of tax rate, amount and posting.
• Guidance and evaluation of MDM conversion from proprietary applications to related SAP Master Data.
• Provided guidance for the preparation of financial statements in accordance with Canadian generally accepted accounting principles (GAAP). It includes International Financial Reporting Standards (IFRS), Accounting Standards for Private Enterprises (ASPE) and Provincial compliance for tax reporting requirements.
• Develop test case scenarios for regression testing cycle and tracking outcomes with HP Quality center utility.
• Provide Level II and III Support to conversion project for root cause and break-fix of active and development systems during roll-out.

Confidential, Redmond, WA

Senior SAP - Vertex Sales Tax Analyst

• Technical Lead for test case preparation for Vertex Upgrade Project to Version 6.x. Develop test case transactions utilizing Vertex Transaction Tester and SAP eCATT utility.
• Advised project team with implementation and configuration criteria for compliance with US tax regulatory bodies for SaaS, IaaS and PaaS (Software, Infrastructure and Platform as a Service) roll-out.
• Provided technical guidance and strategy for the configuration of tax relevancy for VoIP products sold with Australia for compliance with GST rulings.

Confidential, Cleveland, OH

Senior SAP FICO/SD - Vertex Integration Business Analyst

• Sub-contracted to Confidential -lead North Americas Project for the installation and conversion to SAP 6.0 for multi-organization supplier of manufacturing equipment and materials serving the industrial markets in the United States, Canada, and Mexico.
• Led the installation and integration of Vertex O-Series Rel 5.0 to SAP ECC 6.0 applications for OTC and P2P workstreams while retaining configuration and interface parameters with client legacy systems during extended conversion cycle.
• Completed extensive RICEF documentation for systems configuration and interface utilizing SAP Solution Manager Repository utility.
• Piloted the Canadian business units with first-time implementation of Vertex Sales Tax and Returns during conversion and go-live phases with SAP ECC from proprietary legacy system.
• Responsible for the SAP configuration for external tax calculation processing in a 4-tiered environment for O2C and P2P for US and Canada.
• Extensive customization of SAP Interface Component (SIC) and user-exit working in tandem with developer resources both in-house and off-shore.
• Provided guidance for the preparation of financial statements in accordance with Canadian generally accepted accounting principles (GAAP). It includes International Financial Reporting Standards (IFRS), Accounting Standards for Private Enterprises (ASPE) and Provincial compliance for tax reporting requirements
• Designed custom report for the balancing and reconciliation of SAP financial account data of sales tax and Vertex Reporting and Returns databases.
• Configuration of SAP Pricing and Tax Procedures for US and Canadian business organizations interfacing to Vertex for Sales Tax processes and native-SAP configuration for Use Taxes.
• Provided post go-live user support and technical issue tracking utilizing H-P Quality Center and SAP Incident reporting systems.

Confidential, Northfield, IL

Senior SAP FICO/SD - Vertex Integration Business Analyst

• Sub-contracted to Confidential -lead Global Project for the installation and conversion to SAP 6.0 for the largest N American food products manufacturer and ranked second globally.
• Perform systems review and analysis for the conversion of in-house developed business applications, master data, and re-engineer business practices to facilitate standardization to a single SAP platform.
• Team member charged with the integration of Vertex O-Series Sales and Use Tax (ver 5.1.x) with linkages to ReadSoft’s OCR software and LCR Dixon VendoRecon and Goods Movement products to automate the end-to-end document handling for the Purchasing, Goods Receipt, Manufacturing, to Vendor Payment cycle in the US and Canada.
• Responsible for the SAP configuration for external tax calculation processing in a 4-tiered environment for O2C and P2P for US and Canada.
• Configuration of SAP Pricing and Tax Procedures for US and Canadian business organizations.
• Develop / update business process documentation utilizing Confidential technical WRICEF Project Management methodology utilizing SAP Solution Manager and H-P (f/k/a Mercury) Interactive.
• Completed process flow documentation for Support organization and end-user guides - illustrated BPP and FAQ sheets.
• Develop close-loop regression testing procedure for inbound/outbound processing with legacy systems utilizing iDocs and XML documents

Confidential, Mason, OH

Senior Business Systems Analyst (Systems Analyst II) - Cincinnati, OH,

• Perform system review and analysis for SAP Retail (ver 6.0.2) of store order processing, centralized purchase processing, order fulfillment through shipping notification.
• Develop / update business process documentation - technical RICEF utilizing SAP Solution Manager.
• Completed process flow documentation for Support organization and end-user guides - illustrated BPD and FAQ sheets.
• Develop close-loop regression test procedure for inbound/outbound EDI processing with legacy WM systems utilizing iDocs and XML documents

Confidential, Newtown Square, PA

Technical Project Lead & Senior Business Systems Analyst (Systems Analyst II)

• Technical Project Lead for projects in areas of expertise - configuration / implementation of Vertex Sales & Consumer Use Tax system upgrades in for Americas region operations.
• Project Technical Lead for integration of 23 business unit acquisitions with existing Vertex application.
• Headed the integrated operations of 3rd-party solutions financial applications for tax processing, resource management, travel, and application credit card processing within SAP environment.
• Advise on US / Canada / EU taxation, Fixed Asset Management, SAP Condition logic and Legal compliance for all internal global systems.
• Create and maintain business process mapping, gap analysis, risk mitigation, project budgeting, resource planning, team management, process and user acceptance testing, roll-in, stabilization, and sign-off.
• Actively engaged in the planning and roll-out of major release upgrade of SAP ERP 4.65 to 6.0, CRM, DBMS and 3rd party applications integration.
• Designed and implemented international custom Tax reporting systems integrated with GL accounts for compliance and audit support of legal compliance of $120 Million in America’s annual tax compliance.
• Oversee SAP application ‘Maintenance & Support’ release delivery.

Confidential, Newtown Square, PA

Systems Analyst I

• Managed 3rd party application integration, stress, and regression testing.
• Led business process documentation for offshore 3rd-party support organization; also provided Levels 2 & 3 user support and solution practice for daily operations.
• SAP SD, FI and MM active support for a 45,000 user community.

Confidential, Dayton & Cincinnati, OH.

Manager of Information Systems Controller

• Recruited during acquisition to manage financial controls; role expanded to oversight of IT.
• Served as Corporate Officer (Treasurer and Secretary).
• Liaised and directed external legal counsel negotiations for acquisition by new ownership.
• Served as senior-level project manager for systems analysis, implementation, and integration projects including: new credit review system linked to 3rd-party service providers; purchasing system; and new multi-site accounting, order processing, and inventory control system

Confidential, Cincinnati, OH / St. Louis, MO

Controller & Vice President - Administration

• Served as Corporate Director responsible for financial, administrative, and BI functions for start-up corporation licensing the Chiquita brand for new beverage category.
• Developed pro forma financial statements / operating schedules for stock placement by new investors.
• Negotiated investments with private stockholders and venture capital groups.
• Implemented IT infrastructure (network, servers, etc.) linking remote sales offices and voice / data telecommunications.
• Scheduled production: managed release and logistics / distribution of product and packaging materials to independent bottlers / distributors nationwide (OH, PA, FL, CA).

Confidential, Mason, OH

Manager of Information Services

• Named project leader on systems development for newly consolidated $320 Million corporation with assets in excess of $870 Million following acquisition of Borden Foodservice Company.
• Managed implementation of EDI system improving customer order processing turnaround by 65%.
• Named to corporate Telecommunication Buy Council that renegotiated nationwide telecommunications, T-1, and data networks contract to save $800,000 annually.