SUMMARY:

• Strong combination of JD Edwards Functional / Technical / Project Management Consulting as well as International Manufacturing and Finance Industry expertise.
• Track record that spans over 20 years as corporate controller, director and VP Finance, senior ERP consultant, project manager and data governance expert.
• Subject - matter expert on JD Edwards World A6.3 through EnterpriseOne 9.2 applications since 1995 (World) / 1998 (Xe/E1) including: GL, AR, AP, Fixed Assets, Job Cost, Time Entry, Advanced Cost Accounting, Sales Order Management, Inventory, Procurement, Work Order, 1099 processing, banking, international localization, sales/vat/use/ excise tax.
• Outstanding and coaching skills along with an ease of communication with all levels of management. Expert-level knowledge of UPK Developer.
• Ability to accurately assess goals and requirements quickly and follow through with knowledgeable planning, implementation, testing and leadership.
• Over 15 years experience as Sr. Applications Consultant, Client Manager & Project Manager
• Experience within Multi-GAAP environments (US, CAD, EURO, APac, IFRS Certified).

TECHNICAL SKILLS:

Software: JD Edwards: Accounts Payable / 1099 Accounts Receivable General Ledger Full Multi - Currency & Tax setup All AAIs (DMAAI, financial AAIs, flex accounting, cost objects) All UDCs Interoperability (Z Processors) Sales Order / Inventory Work Order Procurement / EDI Inbound Fixed Asset Job Cost / Time Entry Enterprise Report Writer Advanced Cost Accounting Foundation / Address Book Electronic Funds Transfer Service Billing

Other: Hyperion Financial Mgmt Insight reporting ReportsNow DAS Ceridian / ADP Rumba / WTS / Citrix

PROFESSIONAL EXPERIENCE:

Confidential, Decatur, Illinois

Lead - Financial Applications

Responsibilities:

• Solution architect for E1 financial and distribution suites.
• Fit / Gap analysis
• Legacy system integration mappings.
• Organizational structure design presentations for various options including pros/cons analysis for executive leadership.
• Assessment on custom object impact to project risk.
• Built requirements for internal data governance and master data management department to ensure data integrity within modules.
• Owned all configuration touch points including financial, distribution, manufacturing automatic accounting instructions as well as flexible accounting rules derived from address book, business unit master, item item/branch records, order activity rules.
• Rolled out full advanced cost accounting module with use of all cost objects and short item number.

Confidential, Sacramento, California

Lead - EDI & Inventory

Responsibilities:

• Due diligence for plan, prepare and executing competitor acquisition.
• Inventory and asset valuation for conversion to JD Edwards from SAP
• "As is" analysis of acquired company to harmonize with acquiring company..
• Prepare and/or create interoperability programs for item, item/branch plant, cost, locations, BOMs, detailed item costing, routing.
• Test and use of EDI 852 for creation of opening inventory and creation of financial entries.

Confidential, Chicago, Illinois

Consultant - COA and process reengineering

Responsibilities:

• Planned and presented best practice to re-organizing chart of accounts (COA) for scalability.
• Identified all tables containing COA data elements for conversion and wrote functional scripts for all 185 tables for off-shore technical / development team.
• Conducted workshops with the business to guide them through cross- mapping process.
• Remapped all financial, distribution and manufacturing automatic accounting instructions. This included remapping flexible sales accounting rules and master data (item, item/branch plant).
• Consolidated companies with same currencies to reduce month-end close cycle.
• Reconfiguration of VAT tax rate/areas for all Eurozone and Asia/Pac countries registered including exempt, Intra/Extra Community and Intrastat.
• Locations: US, Singapore, China and Germany.

Confidential

Distribution Consultant

Responsibilities:

• Configuration, testing & roll-out of new Ship and Debit discount functionality.
• Functional specification to automate branch/plant pricing using hierarchical structure.
• Design of custom tables, batch applications and interactive applications for multi-layered gross margin reporting.
• Re-writing of flexible sales accounting rules to reduce errors and number of AAIs.

Confidential, Richardson, TX

Financials Lead

Responsibilities:

• Full configuration of EURO and Russian localization including Intracommunity VAT and Intrastat. Setup of regulatory chart of accounts for European countries.
• Configuration of all VAT rate/areas for EU, Eastern Europe and Asia-Pac
• Redesign of organizational structure for regulatory & management reporting optimization.
• Implementation of sequential invoice numbering by EU member nation.
• Fine-tuning of all distribution & manufacturing automatic accounting instructions to use Flex accounting and cost objects.
• Conversion of Legacy data from 2 source systems to JD Edwards (GL, AR, AP, FA, AB, PO, SO, IN)

Confidential, Minneapolis, MN

Lead - Finance/BI

Responsibilities:

• Re-engineering of all financial and operational reports on Intranet site.
• Developed and rolled-out medical devices excise tax configuration (under Affordable Care Act) to item branch/plants and customer master for Jan 1, 2013 compliance.
• Re-implementation of fixed assets module and reports.
• Post-implementation support for finance & distribution modules
• Streamlining month-end closing cycle.
• Full configuration of standalone time entry along with billing markup tables for inter-departmental labor charges

Confidential

Financial / Project Lead

Responsibilities:

• Full conversion of all legacy data (assets, AB, AR, AP, GL, Inventory, POs, Sales Order)
• Implementation / Configuration following modules: GL, AP, AR, AB, FA, Item Master, Procurement, Sales Order.
• Functional/Technical specifications for all front-end manufacturing and point-of-sale systems as well as banking EFT files.
• Development using UPK version 3.6.1

Confidential

Financial / IFRS Lead

Responsibilities:

• Configuration / Restatement of Financial statements to be IFRS compliant.
• Use of Multi-ledger accounting for various “What-If” analysis
• Financial applications support lead

Confidential

Financial Support Lead

Responsibilities:

• Post-implementation support for Order-to-Cash cycle (including service billing, contract billing, sales order, work order, AR, treasury).
• Proposing business process improvements
• Writing technical specifications for custom functionalities Phase 2.

JD Edwards EnterpriseOne 9.0 - Financial Lead

Finance Lead

Responsibilities:

• Full configuration of Financial Suite (AP, AR, GL, FA, Multi-Currency, Restatements)
• All localization for Europe and Asia-Pac including Intrastat reporting, VAT, Regulatory Reporting, Country-Specific Electronic Funds Transfer files (AFB160, AFB320, ETABAC, SEPA standards). DAS2, DEB, DES payroll processing.
• Wrote technical specifications, configured, tested and rolled-out all customization UBEs and Reports with an off-shore development team.
• Provided guidance in cutover planning, readiness assessment plan and ERP internal audit.

Confidential, Denver, Colorado

Application Lead

Responsibilities:

• Reconfigured Accounts Payable module for taxes & multi-currency.
• Entire re-write of distribution & manufacturing automatic accounting instructions to redirect manufacturing accounting entries for WIP and W.O. completions.
• Wrote technical specifications, configured, tested and rolled-out all banking interfaces including Positive Pay & Automatic Clearing House (ACH).
• Implemented 1099 Processing, Fixed Assets & Job Cost with special modifications to adhere to FAA guidelines

Confidential,

Application Lead

Responsibilities:

• Configuration, Modular Testing, User-Acceptance testing of Address Book, Accounts Payable, General Accounting, Advanced Cost Accounting, & Procurement.
• Wrote technical specifications for address book, supplier master and voucher conversions. Converted and tested data. Conversion of financial data under IAS41 specifically for blending/distilling activities (re: spoilage).
• Wrote technical specifications, configured, tested and rolled-out all banking interfaces including Positive Pay, Vendor Direct Deposit (EFT) and Cleared Check Processing.
• Created all relevant interactive and batch versions including creation of custom application for Purchase Price Variance Voucher Matching.
• Preparation & delivery of all end-user using User Productivity Kit (UPK version 3.1.5)
• Configuration of localization (VAT/TVA, Intrastat) for Euro-zone, AsiaPac, Russia
• Liaison between functional team and offshore development team.

Confidential,

Financial Application Project Lead

Responsibilities:

• Documentation of existing install base for 2 separate environments and cleanup of duplicate “static” tables.
• Complete rewrite of all automatic accounting instructions (financial and distribution / manufacturing) as well as flex accounting rules, GL class codes, and cost objects within advanced cost accounting.
• Wrote functional & tech specification for Interoperability Z processors, custom apps, batch jobs and tables.
• Preparation & delivery of all end-user using User Productivity Kit (UPK version 2.7.4)
• Maintenance of system security matrix.
• Redesign of chart of accounts, business unit, org. date-effective structure as well as all category codes.
• Setup of all multi-currency, sales tax, VAT functionalities, including multiple units of measures for calculating sustainable reforestation units/costs.

Confidential, Herndon, VA

Application Lead

Responsibilities:

• Analysis of current state of procure-to-pay cycle.
• Process flowcharting and design specifications for major modification to automate the voucher matching process based on algorithms that take tolerances into consideration.
• DEV, QA and CRP testing of related modules and modifications.
• Rollout of Procurement, AP and related modifications to a significant number of users (Web and Terminal Server).
• Redesign of sales, use and VAT tax functionalities for US and Canada.
• Manage team of developers (on-site and off-shore).

Confidential, Ventura, California

Project Manager & Financial Application Lead

Responsibilities:

• Project scoping for migration to ERP8.9 and new implementation of contract billing, job cost, inventory, procurement, advanced cost accounting, multi-currency.
• Current state (As Is) and future state (To be) process analysis for procure-to-pay, order-to-cash, fixed assets, accounting and reporting cycles.
• Business process re-engineering & development using UPK.
• Application lead for General Accounting, Budgeting, Order-to-Cash, Procure-to-Pay and Fixed Assets.
• Lead team of 5 consultants and manage client resources of approximately 30 individuals.
• Reformatting chart of accounts and overhaul of entire organizational reporting structure. Restructured reporting currencies using balance and detailed restatements as well as implementing sales, use-taxes and landed cost features. Setup of multiple ledgers for multi-GAAP reporting allocations (Canada, US, Europe, Asia-Pacific)
• Negotiation of all contracts related to hardware, licensing, and consulting resources.

Confidential, Ft Worth, Texas

Financial & Distribution Lead

Responsibilities:

• Functional Post-implementation support for AP, AR, GL, Multi-Currency, International VAT tax, Procurement, Sales Order Management, Inventory, Fixed Assets.
• Rewrote all automatic accounting instructions (AAIs) to take advantage of Flex accounting functions. This includes financial, Mfg, and distribution AAIs.
• Performed extensive post-implementation audit using JDE test script to determine whether modules were working as designed. Identified operational areas that needed procedural changes to better fit JDE model.
• Analysis and preparation of specification documents for custom object, reports, UBEs, etc.
• Chart of accounts restructuring following acquisitions and foreign reporting requirements.
• Assessment and Implementation of JDE 1099 method (GL versus AP). Fully tested, implemented, printed & electronically sent to IRS.
• Ran all integrity reports (in order recommended by JD Edwards) and investigated variances.

Confidential, Mineral Wells, Texas

Financial & Distribution Lead

Responsibilities:

• Analysis of customer requirements with respect to multi-currency processing as well as international GAAP reporting and Sales / Use Tax issues.
• Implemented, tested & trained staff on multi-currency and sales tax functionality for all related modules: GL, AP, AR, Procurement, Sales Order Mgmt.
• Adjust relevant tables to include the foreign (CA) and domestic (AA) ledgers
• Ran reposts to properly assign historical transactions
• Adjusted AAIs for multi-currency functionalities including realized and unrealized gains / losses as well as rounding accounts.

Confidential, Boulder, Colorado

Trainer

Responsibilities:

• Prepared & delivered customized class in French for client’s Paris office
• Covered modules: GL, AP, AR, Credit & Collection, Inventory, Procurement, Sales Order mgmt, Fixed Assets
• Assisted clients in setting up required localization items: language, multi-currency, and various European VAT reports.

Confidential, Cape Girardeau, Missouri

Financial Lead

Responsibilities:

• Audited Xe install with respect to required functionality using standard JDE test scripts covering financials & distribution. Delivered final report of successful install.
• Net-change for differences between OneWorld & Xe
• Developed 32 custom purchase orders taking into consideration weights & measures information required by FDA.

Confidential, Minneapolis, Minnesota

Financial & Distribution Lead Consultant & Trainer

Responsibilities:

• Assess client needs with respect to for A/R, Credit, Inventory, Sales Order
• Prepared customized material
• Delivered courses to classes ranging from 6 to 30 individuals
• Facilitator for CRP process. Setup all basket/order pricing rules.
• Troubleshooting and customization issues related to specific industry and interfaces with 3rd party applications.
• Created custom menus & financial reports using ERW.

Confidential, Beverly Hills, California

Financial & Distribution Consultant

Responsibilities:

• Streamlined all Financial & Distribution AAIs to include Flex rules.
• Analyzed various business processes to determine use of new document type and activity rules flows. Configured, tested & implemented new doc types.
• Implemented landed cost functionalities
• Designed a new reporting structure using an object and business unit category code hierarchy to fully utilize report writing features as well as MicroStrategy Business Intelligence tools
• Analyzed and wrote specifications to develop a custom program to interface JD Edwards data to PeopleSoft
• Delivered a feasibility analysis on co-existence issues

Confidential, Horsham, Pennsylvania

Financials Consultant

Responsibilities:

• Wrote all AAIs
• Prepared test scripts and facilitated CRP sessions
• Setup multiple companies and currencies
• Trained end-users and assisted with year-end closing
• Helped map Extensity Expense Management software with Service Billing for field employees; added multi-currency functionality to Fixed Assets Module
• Designed strategic / managerial reports using Enterprise Report Writer.

Confidential, Dallas, Texas

Functional Financial Consultant

Responsibilities:

• Executed a company analysis based on industry standards
• Reviewed existing corporate structure; companies, business units, chart of accounts and category codes
• Designed a new structure (business unit, company & chart of accounts) to accommodate growth and flexibility.
• Changed entire chart of accounts mid-year using cross- tables with NO impact on operations. All live transactions such as Open PO, vouchers, etc. were also all updated.
• Trained end-users in creation of new companies, dynamic chart of account management and AAI setup

Confidential, Wayne, Pennsylvania

Systems Auditor

Responsibilities:

• Interviewed users to gain an understanding of their business processes as performed in World
• Walked through test scripts for general accounting, accounts payable, accounts receivable, fixed assets and budgeting within World
• Assessed and setup requirements for World/ Confidential co-existence
• Delivered basic Xe setup to allow select users access to OneWorld
• Trained end-users on the changes in Account Receivable, Accounts Payable and General Ledger in the co-existence environment

Confidential, Denver, Colorado

Functional Financial Lead

Responsibilities:

• Created a uniform chart of accounts to accommodate virtually any industry
• Implementation of virtually all modules across verticals (Consumer products, Electronics, Pharma, etc.)
• Established all constants, UDCs, companies, business units, AAIs (Financial, Distribution, Manufacturing, Inventory, CSMS, ECS, etc.)
• Wrote extensive scripts using the Autopilot scripting tool to define the full functionality of the AR, AP, GL, Fixed Assets, FX and EPS modules
• Tested financial modules for Focus demonstrations
• Created various capital projects for demonstration purposes
• Developed additional functionalities & reports for the Advanced Cost Accounting module (EPS)

Confidential

Functional Lead

Responsibilities:

• Analyzed existing financial / management / operational reporting requirements
• Determined best fit between company requirements and JD Edwards setup
• Wrote approximately 40 custom reports using Enterprise Report Writer
• Tested results versus Actual General Ledger balances
• Recommended alternative flexible budgeting implementation methods based on alternate ledger types and statistical General Ledger data.

Confidential

VP Finance & Team Lead

Responsibilities:

• Led the Financials implementation effort, which involved 15 companies, three sites and 20 foreign currencies
• Acted as a member of the ERP selection team
• Discussed reporting requirements with the Board of Directors
• Analyzed and recommended JD Edwards-compatible structures for companies, business units, chart of accounts and category codes
• Documented existing accounting/operational cycles
• Wrote test scripts of transactions to be used in the Conference Room Pilot
• Determined procedures for integrating budget/forecast/statistical data into JD Edwards from various data sources (cubes, data warehouses).
• Setup companies, business units, chart of accounts, all AAIs
• Uploaded and mapped historical and budget data into the appropriate ledger types
• Wrote procedural manual for end-users
• Established foreign currency restatement procedure
• Wrote custom financial and operational reports using Enterprise Report Writer
• Trained end-users on General Ledger and Accounts Payable.

Confidential

Corporate Controller, Senior Director & Project Lead

Responsibilities:

• Led effort to apply necessary enhancements World Financials; including General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Inventory, FX, Forecasting and BOM modules
• Added the foreign currency accounting module
• Altered the corporate base-currency to accommodate change to US GAAP and USD base
• Added a forecasting system
• Setup additional companies acquired through mergers in Europe and Latin America in a multi-currency multi-GAAP environment
• Enhanced remote data upload/download procedures for sales force forecasting
• Fine-tuned budget / forecast procedures in both JD Edwards and Excel.