SUMMARY:

• Hands on experience in software conversions, implementation and administration of many Accounting ERP’s.
• Accounting Systems include Microsoft Dynamics AX, GP, SL & D365, Oracle, PeopleSoft, SAGE 100, JDEdwards and QuickBooks.
• Hands on Controller proficient in all phases of accounting including financial reporting, MFG, inventory, account and financial analysis, corporate and payroll taxes and budgeting and forecasting.
• Expert in SEC reporting including the design and analysis of quarterly and yearly financial reports: using Management Reporter, Excel, SSRS and Crystal Reports. Dynamics GP Certified Installation and Configuration and Dynamics GP Financials.
• Business Analyst duties include system projects, reports, ROI, SDLC, documentation, business functionality and training. Experienced with GAAP and corporate and regulatory audits. Proficient in Office and Microsoft CRM and Adaptive Planning.
• Experienced manager for Accounting and Operations departments for small to mid - sized corporations specializing in development, reorganization, and maintenance of departments and personnel. Also experienced with developing and implementing department and company-wide policies and procedures.
• Experienced Network Administrator for Windows Server through 2008.
• Daily functions include AD, troubleshooting, adding and reconfiguring work stations, servers and printers, PC support, backup and restoration and hardware and software upgrades.
• Also experienced in design and implementation of internal and external networks, data conversion and total office system setup including workstations, servers and remote access.

WORK HISTORY:

Confidential

Accounting & Systems Consultant

Responsibilities:

• Outside consultant specializing in converting, upgrading and maintaining accounting software for various sized companies, including Energy, Biotech, On-Line Auction, Manufacturing and Venture Capital.
• The accounting packages include Microsoft Dynamics GP (through GP2018), SL (through SL2015), AX (2012 R2 & R3 Functional, not a Developer) & D365, SAGE100 (through 2015), various other SQL (through SQL 2017) based programs and Oracle and PeopleSoft.
• Installation and administration of various 3rd Party Solutions including Coupa, Concur, Kronos, PaperSave, ReqNet, ReqLogic, eSmartConnect, eAccounting and Adaptive Insights.
• Customization of system and report writing utilizing SSRS, Management Reporter, VB, Report Manager and Crystal Reports.
• Financial duties include account reconciliation, audit work, financial analysis, FRx, budget creation and automation, including use of Adaptive Planning, SOX compliance and documentation and creation of financial reporting and processes.
• Projects include design, implementation, and overall network architecture, including implementing networks, day to day maintenance of systems and databases, system data conversions and automation and setting up remote access. Setup and train users on accounting systems, including third party packages. Other functions include creating procedures and training manuals and SEC reporting and filings of the 10-K, 10-Q and 8-K.

Confidential, San Mateo and Fremont, CA

ERP Systems Analyst

Responsibilities:

• GP System Administrator on all GP Modules including Manufacturing for over 500 users including 150 entities
• Three upgrades of GP: GP2013, GP2016 and GP2018.
• Extensive eSmartConnect, trouble shooting and integrations.
• Migrated GP to AX2012R3 including account restructuring and work with other integrated programs.
• Once company purchased, re-migrated GP to AX2012R2, and eventually to Dynamics 365.
• Functional AX Administrator, not as a Developer (Some AOT work but as QA), Extensive Management Reporter work and part-time BI Team.

Confidential, Santa Clara, ÇA

Financial Systems Specialist

Responsibilities:

• Responsible for creation and editing of all financial statements including SEC filings, reporting and board packets utilizing FRx and Crystal Reports.
• Support systems and software for the finance department consisting of 170 employees, including server configuration and maintenance and network administration.
• Other responsibilities include maintenance, upgrades and troubleshooting system and data problems utilizing Dynamics SL, SQL, Access, ProBusiness and FAS.
• Also, support with Siebel Implementation and Finance Lead for the conversion team from Solomon to Oracle.

Confidential, Pleasanton, CA

Accounting and Systems Consultant

Responsibilities:

• Accounting consultant for small to mid size companies specializing in start-up and reorganization.
• Responsibilities include SEC reporting, financials, ROI, reconciliations, budgets and variances, G/L, financial and cost analysis, forecasting, F/A, inventory, software installation and conversions to Solomon, Expandable, PeopleSoft, Dynamics and MAS90, JDEdwards reporting, system support and training, design and implementation of new accounting procedures and reports, and creating and customizing financials using FRx, Crystal Report and F9.
• Other responsibilities include supervising and training Accounting staff.

Confidential, Hayward, CA

Controller/Network Administrator

Responsibilities:

• Responsible for the accounting department, implementation of new software, setup and maintenance of the computer network for mid-sized Printer and Computer Equipment VAR.
• Accounting functions include account and financial analysis, accounting, budgets and cash flow, inventory control, monthly financials using FRx and supervising the A/P, A/R, customer service and order entry staff.
• Achievements include design and implementation of a real-time inventory system and software conversions from Platinum to Great Plains (DOS) to Dynamics (Windows - Company was a Dynamics GP beta test).
• Computer operations include administration of the Novell network, research and setup of all computer hardware and software, and implementation of upgrades and conversions.

Confidential, Hayward, CA

Accounting Manager

Responsibilities:

• Responsible for all accounting functions for the wholesale and retail corporation including account reconciliation, G/L, cash flow, corporate taxes, fixed assets, monthly financials, account analysis, variance reports, cost reports and other miscellaneous accounting functions.
• Oversaw the budgets and WIP for new store acquisitions.
• Supervised A/P, A/R departments and individual store managers.
• Achievements include rebuilding accounting system after a devastating fire and setup of POS at the store locations.
• Other duties included network implementation and maintenance, daily flash reports, inventory control and software upgrades for eleven retail outlets and one wholesale distribution center.

Confidential, Fremont, CA

Accountant/Accounting Systems Consultant

Responsibilities:

• Responsible for all in-house accounting including monthly financial statements, A/R, A/P, G/L, bank reconciliation, corporate taxes, payroll, job cost and securities and investment research.
• Field work included consultation, installation and conversion to computerized accounting systems or conversion from one computerized system to another, and network setup and implementation for various businesses throughout Northern California.
• Installation included company and account setup, creation of reports and procedures and training of the end users.