SUMMARY:

I have more than 25 years of Finance leadership, Controls, Audit, Financial Statements and ERP Systems background. I have worked on various ERP systems including Dynamics AX, D365 and SAP. My implementation experience includes full cycle implementation using various implementation methodologies but primarily Microsoft’s Sure Step and delivery tools. With a strong public accounting background coupled with business process re - engineering, business operations and systems knowledge, I have helped clients in Turn-around implementations and Post Go-live Stabilizations. I also have several professional certifications including CPA & CGA, MS Dynamics AX 2009 - Financials and Projects, MS Dynamics AX 2012 - Financials and is trained with hands on in other ERP systems like SAP, Great Plains and Platinum.

KNOWLEDGE:

Technologies: MS Dynamics AX 2009, MS Dynamics AX 2012 R2, MS Dynamics AX 2012 R3, Dynamics 365 Operations and Finance, SKG Automation, Atlas for Dynamics AX, Life Cycle Services, Azure, VoIP Telecom, MS Projects, Excel

Functional Expertise: Deal shape and estimation, Project Management, Solution Architect, Budgeting, Marketing, Auditing and Financial and Accounting operations, Financial systems design and management, financial controls, procurement, distribution, e-commerce and user Training and business process re-engineering.

Industry Expertise: Distribution, Retail, Field services, Telecom, consumer electronics, e-commerce, cement & roofing products manufacturing and distribution and medical services.

PROJECTS EXPERIENCE:

International Food Processor and Distributor

Confidential

Responsibilities:

• Provide training to the corporate finance team.
• Develop testing and training scripts
• Conduct Test scenarios on the current system
• Review current D365 finance configurations for improvements

Finance Delivery Lead and Solution Architect

Confidential

Responsibilities:

• Provide leadership and support to customer and internal team members.
• Develop a overall solution plan for implementing D365 for operations
• Create initial project plan with major tasks to mobilized the project and kick off
• Conduct requirement gathering workshops with end users
• Deploy D365 environments thru LCS
• Create functional design documents for API customizations
• Configure D365 companies
• Guide customer on expectation and facilitate reconciliation of expectation between Executive sponsors and End users.

Confidential

Finance Delivery Lead and Solution Architect

Responsibilities:

• Provide D365 leadership and support to customer and internal team members.
• Develop and deliver training to users on executing D365 functions
• Troubleshoot and develop solution for stabilization including reconfiguring D365 and update setups.
• Create functional design documents and solution documents for customizations.
• Work closely with PM to prioritize issues, tasks and task assignment to developers and partners.
• Guide the customer in D365 environment management via LCS.
• Conduct requirement gathering and training workshop sessions with the global team for D365 deployment.
• Stabilized the D365 operations in 3 months.

Confidential

Finance Delivery Lead and Solution Architect

Responsibilities:

• Provide leadership and support to customer and internal team members.
• Develop training plan, training materials and conduct training workshops with core team members.
• Design solution, coordinate, implement, configure and test several 3rd party ISV solutions including Red Maple, Credit Cards, CCH Taxes, SKG eBanking.
• Plan, estimate, design and development of customizations and report using AxBiz development team, unit testing and deployment of code and model store.
• Guide the PMs on various project tasks and status reporting including planning and tracking of work, status updates and risk analysis and mitigation strategies.
• Configure and Implement Dynamics AX AX2012 R3 Financial module including General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets, Management Reporter and assist with Inventory management, Warehouse management, BOM Production, Services management and Project Modules

Confidential

Solution Architect and Finance Delivery Lead

Responsibilities:

• Develop overall solution plan, high level process flows, coordinate with implementation partner and review the impact of proposed enhancements and customizations
• Guide the PMs on various project tasks and status reporting including planning and tracking of work, status updates and risk analysis and mitigation strategies and present weekly and monthly reports to steering committee and executive committee. Served on Steering committee.
• Work closely with PMs to develop board of directors reporting package.
• Configure and Implement Dynamics AX AX2012 R3 Financial module including General Ledger, Accounts Receivable, Accounts Payable, light Inventory management, light Product management, light Warehouse management
• Analyze, Troubleshoot and Solution for several complex integrations with legacy systems, CRM systems, Operations systems and legacy systems, worked closely with technical team to develop and test the solution.

Confidential

Solution Architect and Finance Delivery Lead

Responsibilities:

• Overall responsibility for testing the developed solution, training power users, and development of training materials.
• Development of customizations and report using AxBiz development team, unit testing and deployment of code and model store.
• Configure and Implement Dynamics AX AX2012 R3 Financial module including Inventory management, Warehouse management, light Production and Retail Head Quarters Modules
• Analyze, Troubleshoot and Fixes for Performance enhancements, data migration, testing and training.
• Development of customizations and report using AxBiz development team, unit testing and deployment of code and model store.
• Requirement gathering, gap analysis and solution design including modification specification

Confidential

Finance and Projects Lead

Responsibilities:

• Configure and Implement Dynamics AX AX2012 R3 Financial module including Services and Project Module
• Requirement gathering, gap analysis and solution design including modification specification documents.
• Develop Training materials and conduct training sessions with users

Technologies: Dynamics AX 2012 R, Atlas, Excel, FSA

Confidential

Delivery Lead and Solution Architect

Responsibilities:

• Project planning, solution design, budget and mobilizing the project team
• Provide hands-on functional guidance, consulting approaches, development guidance and coordinate testing and training
• Troubleshoot finance and costing issues to provide solution for the project team
• Server on the project steering committee to provide guidance and direction to customer and project team.

Technologies: Dynamics AX, Atlas, Excel, FSA

Confidential

Financial and Projects Lead

Responsibilities:

• Realign implementation plan for success by becoming a champion for the client by working closely with the CIO, COO, CFO, Corporate controller and the implementation team and guide them to realize successful results by working with all levels of client personnel including senior management
• Identify risks, develop details work plans, oversight and reporting
• Requirement gathering, gap analysis and solution design including modification specification documents, development review, quality control and effective communication
• Configure and Implement Dynamics AX Financial module including fixed assets and assist in data migration and provide support to other modules such as Supply Chain, Field Services,
• Develop Training materials and conduct training sessions with users
• Plan, coordinate, oversea and execute work plans and provide team leadership

Technologies: Dynamics AX 2012, Management Reporter, Atlas, Excel, SharePoint, MTM, SQL, Field Services Application.

Confidential

Financial Functional Lead

Responsibilities:

• Requirement gathering, gap analysis and solution design including modification specification documents.
• Configure and Implement Dynamics AX Financial module including fixed assets and assist in data migration
• Develop Training materials and conduct training sessions with users
• Plan, coordinate, oversea and execute work plans and provide team leadership

Technologies: Dynamics AX 2009, Atlas, Excel, SharePoint, SQL

Confidential

Financial and Projects Functional Lead

Responsibilities:

• Configure and Implement Dynamics AX Financial module including fixed assets and Project Module
• Requirement gathering, gap analysis and solution design including modification specification documents.
• Develop Training materials and conduct training sessions with users

Technologies: Dynamics AX 2012, Atlas, Excel, FSA