SUMMARY:

• Prior experience includes Accounting, Project Management, Recruiting, Budgeting, Data Warehousing, assisting in growing a consulting practice from $1 million to $5 million, Strategic Management, Strategic Partnerships, Engagement Management, Account Management, Financial Reporting, Managing Small Teams, Software Development and Implementation. I possess outstanding interpersonal skills, change management and process improvements skills.
• I have completed several very successful consulting and accounting engagements.
• I served as a project manager & director for enterprise implementations at fortune 100 companies.
• I recently completed a (very stable) long - term management position at a financial services company.
• I founded my own company. Involved in every facet of building a company from the ground up.
• I served as Director (College & Professional) of recruiting.
• My graduate thesis was on using Artificial Intelligence to streamline college freshman class scheduling.
• I’ve authored 3 books (3rd book will be available in the summer 2019).

PROFESSIONAL EXPERIENCE:

Confidential, Somers, NY

Project Manager

• Overseeing the outsourcing component of accounting, systems (SAP & Reporting) & finance functions for a major bottler to a major software services organization.
• Working directly with all the internal teams. Developing a project plan and reporting the results to the stakeholders
• Working with the outsourcer in developing an SLA
• Working with tight timelines and serve as the project oversight lead.
• Manage the deliverables to the outsourcer
• Follow the project plan, communicate daily with management and conduct weekly sessions with internal teams and outsourcer

SOFTWARE USED: MS PROJECT VISIO WORD EXCEL SAP

Confidential, New York 2013

Project Manager

• Reviewing the organization’ current PeopleSoft Data Warehouse (AR & Billing process) and making recommendations to streamline the workflow
• Analyze the Data Warehouse’ reporting and querying capabilities and make recommendations where needed
• Developing custom reports as the need arises to assist management in analysis of operations
• Recommended metrics to assist management in monitoring return on technology investment
• Developed workflow of existing process within the billing unit
• Delivered a high-level strategic plan on how the department can streamline operations and create more efficiency.
• Developed a balanced scorecard.

SOFTWARE USED: PEOPLESOFT FIN 9X MS PROJECT EXCEL WORD PS QUERY NVISION

Confidential

Founder

• Founder of Confidential LLC, an organic, 100%raw, non-GMO juice company
• In charge of developing the ‘Brand’ value
• Responsible for proprietary formulation of product line
• Responsible for managing web design, product planning, marketing, branding & promotion
• Developed a proprietary process of juice formulation
• Created sales territory and geographic region
• Handle daily issues from legal, accounting, customer support and inventory issues as they arise
• Designed the company logo, slogan, bottle and label design
• Developed a proprietary nutritional formulation
• Responsible for writing all content for the marketing & promotional brochures
• Created ‘demo day’ concept at NYC health food stores. This included demo of the product, making presentations and answering all questions.

SOFTWARE USED: eCOMMERCE & WEB DEVELOPMENT TOOLS

Confidential, NY

Manager (Statutory Reporting) / Project Manager

• Manager in the Statutory Reporting department of Clarendon Insurance Company for 10 years. Experienced includes STAT Annual Statement & Quarterly Statement preparation and submittal to the states and NAIC.
• Managed the STAT filing process to the NAIC and all the states.
• Over 10 years of experience in the Property Casualty insurance industry with Clarendon National Insurance Company. (Direct, Assumed and Ceded Reinsurance).
• Self starter
• Designed data warehouse reporting library to assist the stat reporting department in their daily responsibilities as well as quarterly and annual reporting requirements
• Requirements analysis of all custom implementation and reporting projects.
• Saved the company hundreds of thousands of dollars in consulting fees by taking on the projects myself
• Used Excel and Access on a routine basis for custom reporting and loading data into tables for querying and delivery.
• Member of the Annual Statement and Quarterly Statement highly successful reporting team
• Developing flow charts of core processes
• Managed the requirements, analysis, design, test and go live for all custom implementations
• Developing PID (project initiation documentation) for submittal to executive management
• Used a modified SDLC as a guideline for custom applications developed and used in the department
• Implemented SOX principles for custom applications developed for the Statutory Accounting Department
• Interacted with business users on designing the functional requirements
• Managed the migration of a financial reporting system
• Handling all aspects of project management (meetings, minutes, follow up, managing tasks)
• Developed custom reporting facility in Excel for a financial statement project that served both internal and external uses
• Spearheaded a report to management on the risks associated with upgrading financial platform to the cloud
• Spearheaded the accounting system conversion and reporting project.
• Experienced leader with ERP systems (PeopleSoft, Oracle, SAP). Able to provide guidance on upgrading and conversions.
• Co-Lead project meetings with key members of team.
• Lead project planner for all conversion projects in the accounting department
• Headed the training and testing of all applications developed and software used within the department
• Lead the support for end-user issues for the custom applications and embedded software in the department
• Designed an Excel reporting system that serves as the integral part of the statutory reporting departments reporting responsibility to the lead reporting authority.
• Successfully managed several internal departmental projects
• Developed the business requirements for projects within the department and supervise those projects through completion
• Liaise with the IT Department to guarantee understanding of business requirements

SOFTWARE USED: EXCEL VBA WORD FREEDOM STATUTORY REPORTING ORACLE AP

Confidential, NJ

Project Manager

• Worked for the eBusiness, wireless and eMerging technologies groups
• Managed a group of developers and testers responsible for customer care systems, budget and web applications maintenance, status reporting, new releases and training
• Played an integral role as part of the ‘Future’ technology incubator and practice group. Coordinated the recruitment, developed business and marketing plans, formed strategic partnerships as well as prioritized business development initiatives.
• Served as Director of College Recruiting.

Confidential, Iselin, NJ

Director (Strategic Engagement Manager)

• Worked with the founder in developing the practice from $ 1 million to $ 5 million.
• Oversaw the implementation of enterprise architecture (SAP and PeopleSoft Financials with reporting (nVision, Crystal) for AIG, Lucent Technologies, and Siemens Medical Systems as well as led strategic alliances and partnerships with Silicon Valley Software companies
• Served as the project and engagement & account manager to SAP and Cognos engagements at Siemens, Lucent and J&J
• Managed a staff of up to 5 consultants per engagement
• Oversaw a corporate wide staff of 35 consultants
• Served as Director of recruiting to support the client / staff project requirements.

SOFTWARE: EXCEL WORD MSPROJECT COGNOS TIBCO SAP PEOPLESOFT CRYSTAL

Confidential, New York, NY

Application Architect

• Functioned well in managing the application architecture of the PeopleSoft enterprise wide implementation
• Utilized Business Objects for BI reporting library. Received extensive training in BO.
• Effectively provided assistance in executing project management and working as an application architect for the enterprise architecture to a global banking implementation for JP Morgan
• Assisted in growing the practice, architected solutions for project teams in the US, UK and Shang Hi locations of JP Morgan

SOFTWARE USED: PEOPLESOFT FINANCIAL’ & ARCHITECTURAL PLATFORM

Confidential

Software Consultant

• Contributed in developing the software practice
• Collaborated with the CEO in the implementation of an AI application ‘PeopleAdvisor’ that would later serve as a component of PeopleSoft’ University product system
• Functioned well as the key reporting consultant for various engagements
• Designed a reporting library for the financial implementation for the CIT group
• Spearheaded the design of reporting library for the General Ledger for Corning
• Worked as the key reporting consultant for the State Farm data warehouse

SOFTWARE USED: ALL PEOPLESOFT MODULES AND DEVELOPER TOOLS