SUMMARY:

• Confidential Financials Consultant and Certified Public Accountant with over 35 years experience with financial accounting, credit and collections, full life cycle implementations and “Big 5” consulting. Over 18 years Confidential experience.
• Experienced with internal and external financial reporting, invoice to cash system design and implementation and detail analysis of accounts receivable and collections.
• Demonstrated leadership skills with system requirement analysis, design, configuration, conversion, testing and implementation.
• Extensive experience with Confidential Billing, Receivables and Contracts Modules including the integration points and the International functionality of Value Added Tax (VAT), document sequencing and multi - currency transactions.

PROFESSIONAL EXPERIENCE:

Team Lead

Confidential

Responsibilities:

• Provided Confidential support for the Company’s Phase 2 implementation. Support included creating custom Confidential queries for financial balancing and reconciliation.
• Provided Confidential 9.1 Confidential advice and support for the Company’s Phase 3 implementation. The process included all phases of the implementation from requirements definition to go-live support.
• Working with a client team, designed custom processes for implementing loan servicing operation in Confidential Accounts Receivable.

Team Lead

Confidential

Responsibilities:

• Provided Confidential support for a custom revolving credit customization.

Team Lead

Confidential

Responsibilities:

• Team lead for design, configuration, unit testing, system testing and user acceptance testing.
• Scope of configuration included Direct Debits and Payment Predictor.

Team Lead

Confidential

Responsibilities:

• Team lead for requirements analysis, design, configuration, unit testing, system testing and user acceptance testing.
• Scope of configuration included Project Costing Rate Sets and Accounting Rules.
• Effectively configured Products, Product Groups and Contract Templates to streamline Contract setup.

Team Lead

Confidential

Responsibilities:

• Team lead for requirements analysis, design, configuration, unit testing, system testing and user acceptance testing.
• Analyzed Billing requirements in order to determine appropriate interface data for Confidential Expenses and Project Costing.

Team Lead

Confidential

Responsibilities:

• Team lead for requirements analysis, design, configuration, unit testing, system testing and user acceptance testing.
• Designed custom billing pages and invoices to meet international customs and shipping requirements.

Team Lead

Confidential

Responsibilities:

• Team lead for requirements analysis, conceptual design, configuration, unit testing, system testing and integration testing.
• Designed custom InterUnit Billing process with Project Costing to Billing interface.

Accounts Receivable Team Lead

Confidential

Responsibilities:

• Team lead for configuration, unit testing, integration testing and implementation of Accounts Receivable and Collection Management.
• Conducted client requirements, design and fit gap sessions.
• Process included preparation of configuration, process flow and testing documentation.

Team Lead

Confidential

Responsibilities:

• Team lead of client personnel for configuration, testing and implementation of Confidential .
• Documented customizations and report requirements for technical staff development.
• Work with client personnel to develop configuration and customizations to record transactions on both accrual and cash basis of accounting.

Team Lead

Confidential

Responsibilities:

• Team lead of client personnel for configuration, testing and implementation of Accounts Receivable and Collection Management.
• Process included preparation of configuration, process flow and testing documentation.

Team Lead

Confidential

Responsibilities:

• Lead team of client employees through configuration, testing and implementation. Process included preparation of configuration documentation.
• Configuration and setup included integration of Billing, Accounts Receivables and Contracts with Confidential Order Management and Project Costing.
• Configured Value Added Tax (VAT) for the United Kingdom and Norwegian subsidiaries.

Team Lead

Confidential

Responsibilities:

• Provided post implementation support for the first Wave of the implementation
• Lead a team of client employees through configuration, testing and design of interfaces and conversions.

Team Lead

Confidential, Los Angeles, CA

Responsibilities:

• Lead a team of client employees through requirements gathering sessions with key client users. The process included preparing the necessary needs requirement documents.
• With the client employees, determined the configuration requirements for the three modules. Documented the configuration and configured the test environment. Presented the results of the configuration to the user community in the conference pilot.

Team Lead

Confidential

Responsibilities:

• Lead a team of client employees through a comparison of Confidential 7.5 and 8.4. Presented a demonstration of features to the client’s user community.
• Reviewed configuration of Confidential 7.5 and recommended changes to 8.4 based on user requirements. Recommended cost-saving features of utilizing Bank Lock Box files and payments predictor.

Team Lead

Confidential

Responsibilities:

• Lead a team of consultants and client employees through configuration, customization requirements, testing and post go-live support.
• Consulted client on configuration options based upon functional requirements. Recommended customization options where the delivered functionality would not meet customer requirements.
• Provided functional design for a custom balance forward invoice / statement printing.

Team Lead

Confidential

Responsibilities:

• Configured prototype environment for the Americas, Asia and Europe, Middle East and Africa.
• The prototype included configuration with more than 70 functional currencies, Document Sequencing, VAT and US Sales taxes.

Confidential

Responsibilities:

• Created procedures and documentation for Confidential consultants.
• Documentation included Table Setup Sequence, Conceptual Design and Configuration Questionnaires.

Confidential

Team Lead

Responsibilities:

• Managed the implementation of Receivables and Payables using the Confidential Express methodology.

Confidential

Team Lead

Responsibilities:

• Designed and implemented the re-configuration of control tables for more than 200 Receivables Business Units.

Confidential

Team Lead

Responsibilities:

• Leader of the functional and technical team for the conversion and interface of accounts receivables to Confidential Receivables 7.5 with an international provider of Staffing Services.