EDUCATION
Graduate Coursework, Computer Science and MBA Business Administration

PROJECT MANAGEMENT
American Management Association: Project Management coursework
PricewaterhouseCoopers: Summit 2000 Project Management certification

CERTIFICATION
CPA (Certified Public Accountant) PricewaterhouseCoopers, Los Angeles

ERP systems: Dynamics GPs Certifications: CA AccPac, MAS 90/2000, Solomon, Microsoft Dynamics GP, Platinum EPICOR, Macola, Project Experience: Oracle Financials, Training: SAP FI/CO

PROFESSIONALSUMMARY

• Enterprise Resource Planning system design, implementation, training and support. Implemented and customized Dynamics GPs including General Ledger, Accounts Receivable and Accounts Payable; Sales Order Processing, Inventory Control, CRM, Human Resources, Purchasing & Requisition; Supply Chain Management, Analytical Accounting, Time & Billing, Project Accounting, Business Portal & Multi-Currency; Bank/Cash Reconciliation, Deferred Revenue, Revenue Recognition, Analytical Accounting, Fixed Asset & Enterprise Reporting; Job Information, Time Card Automation, Invoice & Expense, Concur, Contract Administration; Warehouse Management, Bills of Material, Routings, Shop Floor Control, Manufacturing, eConnect, Integration Manager Conducted business process re-engineering and web integration of business applications. Established layered, context-sensitive security measures.
• Corporate Governance and SOX (Microsoft SOX Accelerator, CERTUS, OpenPages) compliance, Treasury, Taxation, ISO 9000 certification, BI (COGNOS), Stock Options system (Equity Edge, eTrade), Not-for-profit systems

EXPERIENCE

Confidential, Denver, CO 3/11 to date
Implementation Project Manager: At nation’s largest independent service provider for ATMs and other cash automation equipment: Implemented and supported 7 projects for company various business divisions. Supported end users, resolved day-to-day Dynamics GP and CRM issues, troubleshooting and error resolution

Dynamics GP

• Extensively worked with all levels of user groups and analyzed key business requirements
• Conducted extensive business analysis, documented user requirements, cross-referenced related business cycles, created implementation specifications and project objectives and deliverables
• Provided end user training, including one-on-one and group training sessions
• Upgraded system from GP 10 to GP 2010.
• Assisted in the implementation of Dynamics GP GL, PO, PR, AA, PA, INV, SO, RM, COL, FA, BR, BP
• Designed and Configured GL, Inter-Company, Allocation entries, Clearing entries, Recurring entries and Budgeting system

CRM system

• Developed CRM system to execute, and manage marketing activities in client organization, including e-marketing programs and strategies, campaign management, and analytics.
• Designed and developed CRM entities to improve customer response handling, campaign tracking, follow-up, and automated lead management.
• Developed, documented, and implements automated marketing processes within CRM with emphasis on maximizing the efficiency and effectiveness of campaign operations and lead generation.
• Developed CRM system to enable Marketing team develop customer KPI’s and marketing history data, campaign audiences, and best approach to achieving marketing goals during the campaign planning process.
• Enabled CRM system to analyze campaign results and historic data to provide assessment of campaign effectiveness and utilizes insight gained to influence future campaign strategies.

Environment: Dynamics GP 10.x, 11.x, eConnect, Integration Manager, MS CRM 4.x, 5.x (2011), FRx 6.7, Report Writer, FRx, SSRS, MS Business Portal 4.0, SharePoint server, Microsoft SQL Server 2005, Microsoft Windows 2003, Terminal Server

Confidential, Denver, CO/Coushatta, LA 12/09-/3/11
Sr. Project Manager: Designed and implemented diversified systems for manufacturer of Activated Carbon

ERP system

• Extensively worked with all levels of user groups and analyzed key business requirements
• Conducted extensive business analysis, documented user requirements, cross-referenced related business cycles, created implementation specifications and project objectives and deliverables
• Implemented Dynamics GP including General Ledger, PO, Payroll, SO, PM, AA, RM, Inventory, BOM.
• Integrated Dynamics GP manufacturing with Vicinity Process Manufacturing system with establishing a 2-way data exchange between GP Financials and Vicinity Manufacturing
• Upgraded GP 10 to GP 2010
• Set-up component transaction in GP manufacturing including general ledger integration.
• Designed and implemented the manufacturing modules of Bill of Materials, MRP (Material resource Planning), Routings, Manufacturing Orders,
• Defined and implemented item routings, various operations to be performed, and the related scheduling sequences
• Improved on-time material availability and at the required quantity level, linked Bill Of Materials with relevant Routings. This resulted in an almost Just-In-Time material availability.
• Designed and developed MRP requirements based upon integration to Sales Forecast, Master Planning Schedule, Capacity Planning
• Assisted client in creating system to support ISO 9000 certification
• Designed and defined the Component Lead Time in the Inventory Management module at the Item Master level to significantly reduce manufacturing lead times
• Created Multiple-le
• vel Bills of Materials, and also defined relationships between Items and Components.
• Defined the Replenishment methods, and established the item-site combinations. In order to have the Dynamics GP determine efficient order size, defined item order policies by setting minimum, maximum, economic order quantities
• Developed reports utilizing SmartLists, FRx, Report Writer, SSRS
• ACH/EFT Checkbook setup: Set up a cash-in-transit account, Set up bank information for ACH transactions
• Enabled Direct Debits and Refunds, ACH/EFT File format setup, Setup Record type codes; Configured Fields, field length, starting & ending positions, etc.
• Set up Import and export EFT file formats

CRM system

• Created a 2-way integration MS CRM with MS Dynamics GP using Microsoft adapters

• Strong experience to use Jscript, Workflow assembly, Callout assembly, MS CRM SDK Tool, Data Migration for Microsoft Dynamics CRM customization parts.
• Provided end-users’ training for CRM system with post deployment support.
• Developed MS CRM 4.0 plug in and work flow assembly to support sales, accounting, and customer services business process for system integrator client.
• Integrated other web application with MS CRM by using IFrame and MS CRM Web Services
• Configured and implemented MS CRM system to support sales business pipeline management requirements.
• Imported and migrated data from old legacy systems into Microsoft CRM by Microsoft Data Migration Framework (DMF) and create MS CRM templates for other potential clients.

Environment: Dynamics GP 11.0, eConnect, Integration Manager, MS CRM 4.0, FRx 6.7, Report Writer, FRx, SSRS, MS Business Portal 3.0, Microsoft SQL Server 2005, Microsoft Windows 2003, Terminal Server

ConfidentialBurbank, CA 5/2009-12/2009
Sr. Project Manager: Performed the following 6 implementations for Company’s clients

• Extensively worked with all levels of user groups and analyzed key business requirements
• Conducted extensive business analysis, documented user requirements, cross-referenced related business cycles, created implementation specifications and project objectives and deliverables
• Implemented Dynamics GP GL, PO, Payroll, FA, AA, RM, COL and integration with MFS (Multi Facility System)
• Designed and implemented e-connect integration with clients S390 mainframe system such that daily sales invoice batch was integrated with Dynamics GP
• Designed and Configured GL, Inter-Company, Allocation entries, Clearing entries, Recurring entries, Analytical Accounting and Budgeting system
• Designed, developed and implemented ACH system for client, integrating both Receivables and Payables Management

Environment: Dynamics GP 10.0, eConnect, Integration Manager, Report Writer, FRx, SSRS, MS Business Portal 3.0, Microsoft SQL Server 2005, Microsoft Windows 2003, Terminal Server

Confidential, Dallas, TX 11/07 1/2009
Project Manager: Performed the following 8 implementations for Company’s clients

ERP system
Performed the following implementations for Company’s clients

• Conducted extensive business analysis, documented user requirements, cross-referenced related business cycles, created implementation specifications and project objectives and deliverables
• Implemented Dynamics AX GL, PO, Payroll, PA, SO, FA, HR, BR, and integration with Retail Management Point of Sale system,
• Designed and Configured POS Interface to fit various user roles.
• Created multiple POS layouts and based on the user role, assigned the layout such that when the person logged in, they saw only the POS lay out assigned to them.
• Created Sale and Checkout layouts for clerks, and returns, credits, warranties, exchanges for store Managers
• Configured POS buttons to show top selling Items and product Categories
• Created Up-sell’ relationships to sell related products
• Installed local SQL Server Express database to maintain a local copy of POS transactions in case connectivity with HQ server was terminated.
• Configured POS transactions including on account, returns management,
• returns/voids/markdowns, and inventory receipt/lookup/counts.
• Implemented Optimal purchasing and replenishment; enabled system to process purchase quantities based on size, color, and style;
• Designed and implemented item pricing flexibility, including: flexible discounts, group/item/customer discounts, mix and match, and buy-one-get-one scenarios .
• Created the appropriate setup for the recognition of deferred revenue in accord with GAAP.
• Developed SSRS reports including management reports dashboard. Created Parameters to allow user to select variables to control data input and format appearance. Developed report groups with data validation and cross-referencing with other SRS reports. Created matrix tables with Report Builder.
• Designed and developed financial management reports for the company’s 5-segment chart of accounts reporting system

Environment: Dynamics AX 2009, Retail Management POS system, GP 10, Microsoft SQL Server 2008, Scribe, Microsoft Windows 2008, Terminal Server

CRM system

• Designed a custom web application to track the everyday process flow between different business groups within the company
• Designed, development and maintenance of a custom application to perform complex mail merge of data from CRM 3.0/4.0
• Developed a library of CRM 4.0 plug-ins to implement complex business rules
• Developed library of CRM 4.0 custom activities which were used by workflows to provide functionality that was lacking in the out-of-the box installation
• Designed, developed and maintained custom application to integrate SharePoint document library in CRM 3.0/4.0 entities
• Developed and maintained of a custom application used by CRM administrator/information worker in the IT team to upload documents in bulk to SharePoint and link them to opportunities in CRM 4.0
• Designed and developed custom application used by CRM administrator/information worker in the IT team to upload project configuration data in bulk from SharePoint list to CRM

Environment: Dynamics GP 10.0, eConnect, CRM 3.0/4.0, Integration Manager, FRx 6.7, Report Writer, FRx, MS Business Portal 3.0, Microsoft SQL Server 2005, SharePoint server, Scribe, Microsoft Windows 2003, Terminal Server

Confidential, Westlake, CA
Project Manager 9/2005 to 8/2007

Project: Installation, Implementation, Customization of Open Pages FMC system to facilitate clients compliance with SOX (Sarbanes-Oxley Act of 2002), and provide additional assurance that controls are in place and can substantiate assertions for the Sections 302 and 404 controls evaluation.

• Defined a top-down approach initiated with company-level controls to identify for further testing only those accounts and processes that are relevant to internal control and risk management for financial reporting.
  
• Implemented extensive system to document those businesses processes which affected financial results, as part of the Section 404 compliance requirements
• Determined disclosure standards, and identified and cataloged significant events. Identified manual and automated controls to capture and disclose significant events in required time frames
• Integrated system with COGNOS/SSRS system to enable creation of advanced reports, implemented system dashboard

Environment: Microsoft SOX Accelerator, SQL server 2005, OpenPages SOX FMC, COGNOS Reports 11.x, Oracle 9.1 database

U.S. Media/ValueClick, Westlake, CA
TAX Provisioning software PROJECT MANAGER

• Set-up unique identifiers to set up the tax provision system consistent with client tax return software, thereby automating the return to provision reconciliation.
• Set-up adjustments for permanent and temporary differences to reflect the tax regulations of the Company’s many jurisdictions, including offices in foreign countries. Implemented system to generate the journal entries recording the differences to be posted back to the general ledger.

Environment: Taxstream system, Windows Sharepoint services, Crystal Reports 11.x, Microsoft SQL Server 2000, Microsoft Windows 2003 Terminal Server
Confidential, Westlake, CA
BI and Financial Planning software PROJECT MANAGER

• Developed SEC format consolidated financial reports for Company's 16 domestic and 7 foreign entities.
• Created system to perform Currency conversion consistent with FAS 52 requirements
• Implemented system to perform Inter-company eliminations for hundred's of inter-company transactions with audit trail.
• Designed and created reports to facilitate compliance reporting for Sarbanes-Oxley Section 404

Environment: Outlooksoft, MS Sharepoint server, Windows Sharepoint services, Microsoft SQL Server 2000, Microsoft Windows 2003 Terminal Server

Confidential, Canoga Park, CA
Project Manager/Project Architect July 1997 to August, 2005
Enterprise Resource Planning system design, implementation, training and support. Implementing various Dynamics GPs Accounting, Financial, Distribution, Supply Chain Management, CRM, Manufacturing, HR, and E-commerce Systems for diverse client base.
Client: ALTUS CARE
Dynamics GP

• Designed, configured, implemented and supported business processes in General Ledger. Conducted Receivables and Payables Management, Invoicing, Configured the SOP to enable client to perform online tracking via hotlinks to UPS or FedEx sites. Set up client order defaults, price overriding in accord with Sales Representative authorization.
• Developed XML interface between client job/candidate website and Dynamics GP HR suite. Designed and developed scripts to enable web server to generate XML file triggered by each click on the submit’ button. Designed and developed Integration manager scripts to process and integrate the XML data into related Dynamics GP tables.
• Created SRS reports which allowed user to define report running parameters. Created management reports dashboard.
• Interfaced HR/ADP payroll system. Setup Automated Clearing House transaction file. Defined and setup Credit codes consistent with NACHA transaction code formats. Configured and setup various Deduction and Direct Deposit automated payroll processes.

CRM system

• Provided upgrade, installation and customization support for Dynamics GP, v 9.0., and MS CRM
• Designed and Implemented MS CRM for client, including configuration with MS SQL Server 2000, MS Office 2000, MS Exchange Server 2000, BizTalk Mapper, Editor, Messaging Manager
• Based upon client requirements, customized Microsoft CRM to include new fields using the Microsoft CRM Deployment Manager tool,
• Updated all relevant schemas associated with the CRM form, and also updated maps associated with the schema

Environment: Dynamics GP 9.0, Dexterity, eConnect, Integration Manager, Modifier, Report Writer, Crystal Reports 10.x, Microsoft SQL Server 2000, CRM 3.1, Microsoft Windows 2000 Terminal Server.

Health Care SG, Westport, CT
PROJECT Manager/ARCHITECT
Project: Dynamics GP ERP Implementation and Integration. Managed the project activity of 6 consultants. Client is in the business of Healthcare Insurance subrogation, and running Dynamics GP 7.0. The project included Dynamics GP installation, implementation, as well as integration of client Java application with the Dynamics GP.

• Implemented system to support Health Care Insurance accounting and reporting for Tri-states (New York, New Jersey and Connecticut)
• Configured system for download patient/Insured data from the State Workers Compensation Board computer system for integration with GP system.
• Designed, evaluated, controlled and managed and delivered overall implementation engagement. Conducted Systems Requirement Analysis.
• Installed and Implemented GL, Sales, Analytical Accounting, Purchase series and the Integration Manager module. Defined the basis for recurring transactions between client’s various companies, and also defined the account distributions per journal entry.
• Set up automatic allocation transaction amounts to different groups and projects for posting to Multidimensional Analysis tables for reporting and complete analysis capabilities. Depending upon the Customer class, created multiple customer statement cycles.
• Designed and developed various Sales performance management reports, and also management reports with receivables tracking for each salesperson or Sales territory, including commissions, and cost of sales relative to the sales of a salesperson, and effective building a gross P&L per salesperson.

Environment: Dynamics GP 7.5, Dexterity, Modifier, Report Writer, Crystal Reports 9.x, Microsoft SQL Server 2000, Microsoft Windows 2000 Terminal Server.
Galaxy Bearing Co. Valencia, CA

Project Lead
Project: Dynamics GP ERP Supply Chain Management Implementation and Integration. Managed the project activity of 3 consultants. Client is a manufacturer of ball bearings, bushing kits, etc. and required core General Ledger, Payables Management, Receivables Management, Contract management, Sales Order Processing, Invoicing, Purchase Order, Inventory Control and Manufacturing series modules with specialized reports to comply with Government reporting and requirements.

• Installed and Implemented General Ledger, AR, AP, SOP, Inventory, PO, and Bill of Materials. Created Materials Conversion application using Dynamics GP Dexterity tool. Used MAPI messaging to enable users to communicate and forward reports to each other. Designed the Chart of Accounts for the client, with special consideration to client Divisions, Profit Centers, Cost Centers, and Departments to reflect the accounting structure of the client organizations and business needs.
• Set-up control accounts in General Ledger for the interface and integration with Receivables and Payables Management, Invoicing, Sales Order Processing, and Inventory. Configured SOP to define some key business rules and based the invoicing process on those business rules, redefined some of the customizable fields to be consistent with the client needs. Created Drill Down macros which enabled the Client to see more details, or bringing up Customer Payment, Shipping, and Billing information quickly.
• Configured Contract Management to support maintenance contracts; created the appropriate setup for the recognition of deferred revenue in accord with GAAP.
• Configured appropriate inventory pricing methods, including percent markup based on current cost, or percent margin based on current cost. Set up the appropriate tables of conversion, for the Inventory as client would buy in crates, stock in dozens, and ship in other combinations, and of units of measure, price levels. Interfaced Dynamics GP, Bill of Materials application with CAD application. Prepared client requirements specific reports in Crystal Reports.
• Designed and developed modifications in Sales Order application to enable client to denote special line item details in Sales Order and related reporting.

Environment: Dynamics GP 7.0, Dexterity, Modifier, Report Writer, Microsoft SQL Server 2000, Microsoft Windows 2000 Terminal Server.

Confidential Los Angeles, CALEAD FUNCTIONAL CONSULTANT

The California Association of Realtors is the largest non-profit real estate association in the U.S., comprising a group of 6 companies including a Magazine Publishing & Forms subsidiary.

• Designed, developed and implemented Dynamics GP for all 6 companies, including inter-company relationships. Implemented Financial Accounting System and Modules, including General Ledger; Accounts Receivable & Payable; Order Entry, Inventory Control, Purchasing & Requisition; Encumbrance Accounting, Encumbrance Management, Inter-fund Management, Grant Management Supply Chain Management, Decision Support Systems and Import (Migration) Management Systems; and FRx.
• Set up Inventory classes, pricing and cost structures, profit structures, item site relationships, reorder points, customer and vendor information and relationships, complex parent-child relationship for customers and resulting commission structures.
• Implemented SCM (Supply Chain Management) system to enable client to manage the supply and demand, and the sourcing, procurement, conversion, and logistics management activities of its Publications & Forms subsidiary.
• Designed the SCM system to enable coordination and collaboration with company Suppliers resulting in improved supply chain visibility.

Dynamics GP 6.0, Dexterity, Modifier, Report Writer, Microsoft SQL Server 2000, Microsoft Terminal Services, Citrix MetaFrame, Cold Fusion Application server 4.5.1, Microsoft Internet Information Server (IIS) 5.0/4.0, Microsoft .NET Framework.

Confidential LA/ Jeddah, S. Arabia / British Virgin Islands May 1992-July 1997

Vice President, Information Technology: for Jeddah based $4.5 billion private investment company owning shares in about 80 companies and managing eleven Investment Funds.

• Developed, installed and implemented Dynamics GP financial reporting and accounting system for multi-national investment manager. Implemented accounting, financial and systems controls.
• Provided analytical support to the management of company’s management in preparing annual (capital and operating) budgets, long-range (capital and operation) plans and latest estimates (capital and operating).
• Communicated financial information to management and finance for consolidation.
• Developed and implemented financial systems and procedures to enable the integration of acquired companies.into the corporate finance and accounting systems.
• Ensured adequate internal controls were designed and in place into the key corporate processes. Organized and conducting financial due diligence on potential merger and acquisition targets .Reviewed potential target companies for acquisition, Performed initial valuations
• Developed internal Executive Information System to encompass company's accounting, HR, marketing and operations activities across 22 companies. Designed and implemented process flows to consolidate the results of operations of multiple entities in three continents. Acquired extensive international experience.

Environment: Macola/Dynamics GP 4.0, Btrieve, Novell, Windows NT

Confidential Los Angeles February 1989-May 1992
SENIOR CONSULTANT, MAS DIVISION

• Developed and implemented financial computer systems for Company clients to facilitate and automate routine and critical business decision making process. Processed Systems Requirements Analysis with special expertise in retail, investment management and manufacturing systems.
• Implemented Accounting, Distribution and Manufacturing software systems across Windows, Novell and UNIX platforms. Developed and applied superior project management skills to successfully manage multiple systems projects at a time. Project leader with overall engagement management, software implementation and project delivery responsibility. Functioned as Beta site analyst for a number of financial software developers.
• Planned and performed financial audits; prepared financial statements and related footnote disclosures. Prepared tax provisions and accruals.

Contributed to 20 Projects implementing Financial, Distribution, Manufacturing, HR utilizing Dynamics GP, Platinum Epicor, Solomon, including:

• Manufacturing Company: Dynamics GP Financial, Sales, Distribution, Purchasing and Manufacturing Implementation, Financial Services, Dynamics GP Financial, Sales implementation and add-on application interface;
• Multi-national Steel Company: Financials, Distribution, Project Manager E-Commerce development;
• Real Estate Company: Financials, Distribution and eCommerce implementation.
• Multinational Textile Manufacturer: Financials, Distribution, Manufacturing, and Human Resources