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Senior Director, Netsuite Operations Resume

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San Francisco, CA

TECHNICAL SKILLS:

  • End to End - NetSuite
  • Oracle
  • SAP Salesforce CRM ERP Integration Tools (Celigo) Jira & Agile Scrum AvaTax Sales Tax (Integrated) Adaptive Insights (Integrated Forecasting) Business Process Reengineering Business Requirement Documentation (BRD) Order to Cash
  • Procure to Pay Expert Strong Leader & Multi Tasker Builder of collaborative working relationships

PROFESSIONAL EXPERIENCE:

Senior Director, NetSuite Operations

Confidential, San Francisco, CA

Responsibilities:
  • Brought on by CFO to manage ERP selection and implementation for multiple acquisitions. Uncanny ability to learn end to end processes & business quickly. “Let’s ask Deb” - was considered a subject matter expert throughout the company.
  • Implemented end to end NetSuite in 2015 & NetSuite OneWorld in 2017 supporting multiple subsidiaries and currencies - including Consolidated Invoicing Module to support large volume complex client invoicing needs.
  • Documented six 20 yr. old legacy system workflows resulting in Salesforce and NetSuite Business Requirement Documents (BRD). Identified large number of non GAAP accounting processes.
  • Worked with Executive Staff to understand pain points and developed solutions which were incorporated into NetSuite implementation.
  • SME for Salesforce CRM implementation - single handedly implemented Celigo integrator (2-way Salesforce to NetSuite).
  • Implemented NetSuite Advanced Revenue Module - closed critical audit finding for 2017.
  • Migrated 2 years of historical data from 6 legacy systems to NetSuite including open balances at cutover.
  • Implemented AvaTax Sales Tax for NetSuite. In depth product knowledge allowed me to do heavy lifting for assigning tax codes.
  • Developed desktop procedures & led all UATs (onsite & video).

Director, Accounting Operations

Confidential, San Francisco, CA

Responsibilities:
  • Brought on board by CEO/Co-Founder to improve Order to Cash processes and to make ERP and CRM recommendations to support growth strategy. One of first 20 pioneers brought onboard for this emerging cleantech solar as a service industry which went public in 2015 and closed over $5.2B in solar funds.
  • Worked directly with CEO & CFO to evaluate pain points and scope the appropriate ERP & CRM solutions.
  • Team Lead for End to End Oracle R12 Financial & Salesforce implementation.
  • Led cross functional business team to document current systems/processes and identify improvements needed.
  • Led historical cleanup of 4 legacy CRM and Billing systems - successfully migrated 40,000 legacy customers to Oracle & Salesforce.
  • Managed offshore team of developers in India and onsite developers in San Francisco office. Able to easily translate functional business requirements to technical teams.

Financial Consultant

Confidential, San Jose, CA

Responsibilities:
  • Confidential is a professional services firm providing executive level finance support. Was able to use my extensive Finance & Accounting experience to assist clients in the SaaS and emerging CleanTech industries.
  • Brought on to supplement Adaptive Insights (integrated forecasting software) during rapid growth cycle. Picked up so quickly I was assigned to implement their most complex and hard to please client. My cost accounting background was instrumental to the success in this project which required Activity Based Costing across a large number of sites.
  • Implemented End to End Adaptive Insights for Phoenix Technologies. Single handedly gathered requirements from executives in over 10 countries and rolled out to over 75 managers. Reduced quarterly forecast cycle by over 2 weeks.
  • Served as interim Controller at Tioga Energy, Inc. Reworked 3 years of accounting to bring up to US GAAP.

Project Manager

Confidential, Mountain View, CA

Responsibilities:
  • Confidential was growing rapidly and decided to outsource their client billing to Arvato Finance. Offered the opportunity to lead international Finance & Engineering team for migration to new outsourced billing platform. This was rolled out worldwide and required implementation for all currencies.
  • Worked directly with Arvato consultants and business teams to develop Business Requirements Document.
  • Personally developed all QA & End User Test Cases - successfully managed over 21 QA and UATs worldwide.
  • Migrated over 1 million legacy accounts to the new billing platform.
  • After completing Arvato project I was asked by the Controller to stay on to assist them with a large cash flow problem they were having with automobile clients. Developed key working relationships with major auto industries to identify weaknesses in cash collections and billing process.
  • Worked with developers to modify automobile industry client invoice missing critical AdReq info. Clients that had been 100+ days past due paid within 15 days. This streamlined billing process improved DSO’s immediately.

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