SUMMARY:

• PMP certified Project Manager, Scrum Master, and Solution Architect with a unique blend of advisory, big data, corporate planning, SEC, regulatory and KPI reporting.
• Manages international agile software development teams, designs and installs multi - site and multi-country ERP, CRM and BI systems and applies waterfall, agile and hybrid methodologies. Big 4 CPA, awarded scholarship for superior project management performance.
• Provides auditing (IT, financial and operational), PMO Governance, end-user training and change management.
• Implemented over 40 domestic and international ERP, BI, CRM and reporting systems, including MS Dynamics 365 for Finance and Operations, CRM, and Power BI, Oracle (11i and R12), JDE, SAP, Cognos and Hyperion. One reduced consolidation and reporting time 11 days a month, international staff 8% and costs $1,600,000 the first year.
• Performs IT and Financial audits. Designed and implemented new IT and finance controls and audit procedures to answer multiple regulatory requirements. At Mercury Insurance, the controls reduced processing time by 55% while passing all audits for the first time.
• Increased net profit 12% and reduced employee turnover 11% the first year after identifying, developing and implementing a new line of business.
• Provides end user training, develops documentation and implements audit procedures. At Boeing (BSS), the result was passing their first ISO 9000 audit and all SOX audits
• Developed and implemented new Lean IT, accounting, manufacturing, supply chain and human resources processes. One reduced costs $750,000 in 3 months.
• Performed all aspects of SEC reporting and directly responsible for all accounting, finance and IT processes, providing detail internal metrics, business unit profitability and external consolidated reporting in accordance with Confidential
• Managed full range of projects, from large international ERP systems with a budget of over $120 million and 185 resources to small single site unique QA and industry specific requirements using proven project management techniques, including SDLC and agile.
• Implemented new paperless process, reducing headcount in departments by 60%
• Project Manager and Interim Controller who designed, installed and upgraded international pharmaceutical ERP, BI and budgeting system. While acting as Interim Controller, performed budget and SEC reporting, including 10-Qs, 10-Ks, 8-Ks and annual reporting.

PROFESSIONAL EXPERIENCE:

Confidential

PROGRAM DIRECTOR, PROJECT MANAGER, AND SOLUTION ARCHITECT

Responsibilities:

• Provide Dynamics design, customization, development and integration solutions of enterprise ERP business applications, with a focus on Microsoft Dynamics 365 ERP FO and CRM.
• Delivery Manager and Project Manager, responsible for delivery of Dynamics 365 ERP Finance and Operations, and CRM projects to clients through management and monitoring of people, methodologies and technologies throughout project life cycle.

Confidential

MS Dynamics Project Manager / System Auditor / Process Improvement Consultant

Responsibilities:

• Evaluated and solved MS Dynamics for Operations system, accounting, MRP and inventory control issues at multiple sites, including development of new MRP forecasting and automation processes, inventory controls, cycle count processes, and accounting controls, processes and procedures.

Confidential

MS AX Project Manager / Applications Development Manager

Responsibilities:

• Solved major system accounting and operations design flaws of MS Dynamics AX 2012 R3 implementation while managing client Web, CRM, ERP and remote and on-site application development teams and consulting teams.
• Implemented new MS CRM system and integrated system with MS Dynamics AX 2012 R3.
• Installed new issue tracking, root cause evaluation and team development process.
• Stabilized existing ERP systems, trained end users and IT department and documented training.

Confidential

International MS Dynamics 365 CRM and ERP Project Manager / Auditor

Responsibilities:

• Reduced Month-end close process 60%, streamlined CRM sales input and reporting processes and controls, improved MRP internal controls and processes, and automated senior management reporting.
• Provided IT and Financial audit services of Dynamics 365 for finance and operations, working with External Auditors and Board to close audit issues and financial anomalies.
• Implement new MS 365 CRM while upgrading and stabilizing international multi-site Dynamics 365 for operations system.
• Supported budgeting process to provide greater analytics with reduced processing time
• Streamlined manufacturing and trade and logistic process, while improving internal and external reporting

Confidential

Scrum Master

Responsibilities:

• Scrum Manager who developed PMO processes, guided multiple internal and external development teams and delivered highly complex and integrated systems and software in a collaborative environment. This includes PMO governance, requirements definition and overall program road-mapping, designing, developing and testing of deliverables, formal communication and dashboard reporting, requirements traceability, source code control, and test-case management.
• Managed Scrum Masters and Project Managers on multiple agile teams, providing PMO and project management direction, resource loading and capacity planning.
• Developed and administered PMO Governance, providing timely and consistent project management, change management, and key project metrics

Confidential

Program Manager

Responsibilities:

• Trained accounting, IT and operational staff, while reducing monthly close processing time, and developing standardized financial, IT and operational processes and methodologies.
• Developed and administered PMO Governance, providing timely and consistent project management, change management, and key project metrics.
• Evaluated disparate multi-ERP environment and designed upgraded global Oracle R12 ERP integrated solution, consolidating and standardizing the overall ERP solution and streamlined processing.

Confidential

Financial Project Manager

Responsibilities:

• Trusted Advisor who represents and advises Confidential accounting for global Oracle R12 system upgrade, new revenue recognition requirements, customizations and activity based accounting.
• Provides accounting and project management support, system development and testing, documentation and training for Confidential accounting.
• Upgrade of Oracle ERP system to current release

Confidential

Senior Dynamics Project Manager / Solution Architect

Responsibilities:

• Designed and implemented new MS Dynamics for Operations system in multi-location environment.
• Worked closely with accounting, operations and senior management to develop new Lean supply chain and manufacturing process improvements to reduce costs and processing times while increasing product quality and process visibility.

Confidential, Los Angeles, CA

International Project Manager / Trusted Advisor

Responsibilities:

• Designed and implemented new international accounting capabilities using Oracle R12 ERP
• Performed and streamlined month-end and year-end close for public firms; oversaw Oracle ERP and Hyperion support functions; provided internal controls.
• Closed critical time sensitive audit and compliance issues with external auditors by developing new database that provides transaction level detail and summary reporting. The results closed the issues while streamlining department monthly internal control procedures by two days.
• Developed process improvements, workflows and custom reports, reducing year-end processing time by three days while increasing quality controls.
• Manage the monthly, quarterly and annual corporate and branch reporting processes
• Developed custom reports and process to make one department paperless within 3 months
• Review and provide Earned Value Management (EVM) assistance on cost contracts

Confidential

MS Dynamics AX Senior Applications Manager

Responsibilities:

• Performed QA and risk analyses, develops and tracks key metrics, SLA and deliverables, and provides root cause analysis with corrective action plans
• Provided leadership, vision and hands-on management, to design, implement and support multiple ERP applications, including MS Dynamics AX, in complex e-Commerce, brick-and-mortar and supply chain environment with over 280 warehouses.
• Managed and lead domestic and international technical development teams, designing, implementing, and supporting a complex portfolio of projects and interconnected ERP, supply chain, and financial application initiatives for multiple lines of business.
• Established department integrated management plan to prioritize, control and complete projects and initiatives, while enhancing project quality and status reporting.

Confidential, Marengo, IL

MS Dynamics Project Manager / Solution Architect

Responsibilities:

• Developed system requirements and designed new international MS Dynamics AX, CRM and BI system, to include e-Commerce, multicurrency and international financial reporting.
• Identified and developed new process improvement solutions. One provided detailed financial reporting and performance metrics; the other improved inventory and product cost estimating while reducing product delivery times
• Performed fit/gap analysis, managed project plan, schedule and budget, developed detailed functional and development requirements (business, system, integration, customizations, data migration and interfaces).

Confidential, Little Rock, AR

MS Dynamics AX Project Manager / Solution Architect

Responsibilities:

• Designed MS Dynamics ERP system, managed project resources, schedule and budget, and ensured quality of project deliverables met senior management objectives
• Evaluated existing system, identified system and process improvements, presented solutions design options and deployed solutions selected by senior management.
• Trained accounting and finance departments, and provided end-user documentation.

Confidential, Los Angeles, CA

MS Dynamics AX Project Manager / Solution Architect

Responsibilities:

• Trusted Advisor who provided PMO Governance and developed Recovery, Change Management, Test and Training Plans to successfully complete Phase 1.
• For 2nd phase, developed detailed Requirements Analysis (business, system, integration and interface), fit/gap analysis, project plans, business case, risk mitigation, resource plan and SOW for new multi-company ERP.
• Performed requirements analysis (business, integration and interface) architected solution using MS Dynamics AX Project Accounting and designed new ERP financials capabilities to meet current and new contract, formal reporting and operational requirements.

Confidential, San Francisco, CA

Senior MS Dynamics Project Manager / PMO Program Director

Responsibilities:

• Evaluated multiple customer systems in several lines of business, and designed, implemented and upgraded MS Dynamics for finance and operations, CRM and BI systems.
• Developed and trained accounting, finance and supply chain teams, and provided desktop procedures
• Performed portfolio and project management, project analysis, audit/review services, business analysis, and business process improvement
• Developed business cases, system integration and interface requirements
• Developed and provided formal training and test procedures, performed detailed fit/gap analysis, developed detailed resource allocation plans, readiness reviews, change management strategies, and risk resolution plans.

Confidential, Orange County, CA

Program Director

Responsibilities:

• Trusted Advisor who worked closely with finance and operations to determine system requirements, and designed and implemented new MS Dynamics ERP system in SEC environment.
• Project Manager who evaluated project and implemented new project governance and controls with measurable phase deliverables.
• Designed and developed Recovery Plan, Change Management Plan, and Testing and Training Plan to successfully complete that phase of the project.
• Facilitated risk mitigation and new signed approval of completed project phases

Confidential, Oxnard, CA

Controller / MS Dynamics for Finance and Operations Project Manager

Responsibilities:

• Controller and Project Manager, implementing new MS Dynamics for finance and operations system, including sales, finance, supply chain, operations, security, and custom reports. The results include passing first Confidential audit, new automated Board of Directors (BoD) reporting package and automated custom reports.
• Performed and managed all accounting, finance, supply chain, ERP system and month-end close processes.

Confidential, Los Angeles, CA

Project Manager - Oracle ERP / Financial Consultant

Responsibilities:

• Oracle Functional Consultant, supporting implementation of Oracle 11i and upgrading to Oracle R12 (GL, AP, Cash), requiring significant COA changes, the development of new month end processes, new mass allocation processes and new custom reports.
• Hyperion Consultant who revised Chart of Accounts at Confidential