SUMMARY:

• Performance - driven, senior functional Dynamics Great Plains consultantcertified and skilled in G/L, A/P, A/R, bank reconciliation, Inventory, POP, SOP and collections management module configuration and implementation. Proficient in Fixed Assets, Analytical Accounting,Integration Managerand Smart List. Excellent reporting skills in Report Writer, Management Reporter and FRx. Very adept at requirements gathering, system/module implementation and configuration, data migration, customized and GP tech support.
• 20-plus years’ seasoned accounting professional experience as senior accountant, accounting manager and assistant to the controller which includes public experience in a CPA/Consulting firm. Variety of clients in many industries including, but not limited to,, securities, marketing, non-profits and healthcare.

TECHNICAL SKILLS:

Microsoft/Ohters: Dynamics Great Plains, Small Business Financials, Excel, Word, Outlook, PowerPoint MAS 90/200; QuickBooks; Contract Administration Services (CAS); Timeslips

PROFESSIONAL EXPERIENCE:

MS Great Plains Consultant/Sr Accountant (Independent Contractor)

Confidential, Oakland, CA

Responsibilities:

• Provide subject-matter support in core financial modules (including GL, AP, banking, fixed assets)
• Provide subject-matter support in Management Reporter (including designing and trouble-shooting reports)
• Assist client in designing/formatting their chart of accounts
• Develop and/or improve internal procedures

Subject Matter Expert/ Sr Accountant (Independent Contractor)

Confidential, Oakland, CA

Responsibilities:

• Reconcile financial accounts for erroneous postings
• Reconcile several periods of untouched bank accts
• Develop financial reports that track and analyze key business statistics; clean up chart of accounts

Subject Matter Expert/ Sr Accountant

Confidential, San Francisco, CA

Responsibilities:

• Reconcile subledger accounts to the general ledger; Perform period-end close
• Create, develop, maintain various financial reports
• Develop other management reports that track and analyze key business metrics

Software Trainer (Independent Contractor)

Confidential, San Ramon, CA

Responsibilities:

• Conduct live instructor-led sessions; Develop materials based on curriculum set forth by administrative staff; Demonstrate flexibility in teaching skills by various levels of student knowledge

MS Great Plains Consultant/Implementer (Independent Contractor)

Confidential, Walnut Creek, CA

Responsibilities:

• Provide implementation consulting (including system analysis, configuration/module setups, data conversion/integration, user-acceptance testing as well as testing for integrated data accuracy); provide subject-matter support to clients; conduct hands-on classroom, webinar, video and on-site to end users; assist clients in designing/formatting their chart of accounts; assist clients in developing and/or improving internal procedures.
• Configure General ledger, A/P, A/R and Fixed Assets modules; import large amounts of existing data; develop financial reports that track and analyze key business statistics

Senior Great Plains Consultant (Independent Contractor)

Confidential, San Francisco, CA

Responsibilities:

• Develop/document procedures for accounting processes saving staff time and effort (business process redesign)
• Train staff on proper use of financial modules eliminating the use of laborious Excel spreadsheets

Confidential, Alameda, CA

Responsibilities:

• Implement system by installing application, configuring modules, prepping and uploading existing data.
• Assist client in the post-implementation environment and provide support using go-live readiness checklists and user acceptance tests/sign-offs.
• Train users on new accounting application system; where to access functions, how to produce desired analyzing/reporting results.

Senior Great Plains Consultant/Implementer

Confidential, San Ramon, CA

Responsibilities:

• Assist clients with the selection, implementation, and management of accounting and ERP solutions
• Assist clients in developing and/or improving internal procedures using business process redesign techniques
• Provide implementation consulting (including system configuration/module setups, data conversion/integration, user-acceptance testing as well as testing for integrated data accuracy)
• Assist client in the post-implementation environment and provide support using go-live readiness checklists and user acceptance tests/sign-offs.
• Conduct hands-on classroom, webinar, video and on-site to end users

Accounting Manager - Cash Receipts

Confidential, San Francisco, CA

Responsibilities:

• Oversee cash application team’s work/methods using contract administration program (CAS). Review team’s work including cash receipts input, revenue recognition, cash reconciliation (for multiple offices), closing cash (for multiple offices) and cash analysis

Software Instructor (Independent Contractor)

Confidential, Oakland, CA

Responsibilities:

• Conduct live instructor-led sessions; Develop materials based on curriculum set forth by administrative staff; Demonstrate flexibility in teaching skills by a challenging group of welfare-to-work students; taught all levels (basic, intermediate, advanced) of the Microsoft Office Suite (other than MS Access)