March 2016 – Present: Project Manager and ERP Implementation Consultant for Intacct systems implementations. Integrations with Salesforce, Bill.com, Nexonia, Magento, Shopify. Working with leadership teams and functional managers of 8-12 customers concurrently. Tasks include: scheduling, planning, requirements gathering, writing requirements, negotiating with team members, documentation, testing, data conversion, status reporting. Functionality implemented includes purchasing, order entry, revenue recognition, contract management, inventory, projects, GL, AP, AR, Time and Expense. Use Wrike and BaseCamp project management tools.
Jan 2016 – March 2016: Performed the role of ERP implementation Consultant for a Pittsburgh based technology firm. Integration and conversions with Salesforce. Evaluate and recommend changes, if necessary, to the design and configuration of an ongoing NetSuite implementation being performed by a national consulting firm. Provided written analysis of requirements documents, business process, system design, customization, revenue recognition strategies and testing strategies. Worked with team members to perform and document testing status. Documented business process change in bid modeling and contract structure to fit system capability.
Sept 2015 – Nov 2015: Project Manager for a construction rehab project of multi-family housing. Permitting, sourcing, scheduling, managing bids, contracting with trades, negotiating pricing, materials order, monitoring progress of work, reporting to owners/investors.
June 2015 – August 2015: Solution Architect, Project Manager, Business Analyst for Salesforce implementation for a commercial real estate firm. Tasks include requirements gathering, analysis and documentation of business processes, system selection, scheduling, budgeting, defining milestones, configuration, dashboard and report development, data migration and testing.
July 2014 – June 2015: Project Manager and Consultant for NetSuite and Deltek Costpoint implementation projects working with multiple private companies in the software and government contracting space. Gather requirements for integrations with Salesforce for CRM. Manage project schedules, elicitation, requirements gathering, scheduling, resource planning, user acceptance testing and all monitoring and controlling efforts on multiple concurrent projects. NetSuite configuration and training of clients. Modules included Record to Report, Orders to Cash, Procure to Pay, Call to Resolution, Advanced Revenue Recognition, Contract Renewals and Dashboards. Handled project scoping and sales engagement activities. Advised clients on best practices related to ERP systems and business processes. Develop scope, communicate with stakeholders, create project plans, communicate status of projects.
Jan 2014 – July 2014: Project Manager/Business Analyst/Implementation Consultant for fi360.com. After review and clarification of business requirements document, conducted interviews with CFO, IT Managers and subject matter experts to clarify and document requirements and business processes. Managed project schedule and implementation team. Reconfigured NetSuite to meet business process, data integratioin with website and revenue recognition needs. Trained accounting staff, business users and CFO on NetSuite functionality. Developed integration strategy for Salesforce. Created reports and searches to meet reporting and analysis needs of company and management. Developed month end close process for accounting team. Engineered new reports for operations and management. Managed integration of acquisition into NetSuite from Quickbooks. Develop scope, communicate with stakeholders, create project plans, communicate status of projects and report on predetermined metrics and milestones.
Jul 2013-Jan 2014: Project Manager and Financial Systems Analyst for FOREVER.com. Project Managed a full functionality NetSuite implementation. Implementation included ERP, data conversion from Salesforce to NetSuite CRM, eCommerce configuration, report design, data conversion of legacy Sage and Salesforce systems, requirements definition, SOW negotiation and validation as well as systems testing. Project planning using Microsoft Project. In addition, managed consultant activities and scheduling. Implemented and tested Avatax integration with NetSuite.
Nov 2012 – Jul 2013: Technical Business Systems Analyst, consulted with PNC Bank on a custom shadow accounting system implementation project. Worked with business and technical staff as well as management to develop and refine requirements, troubleshoot design, test planning and testing of the custom accounting system using SQL. Also researched and obtained a thorough understanding of acquired and non-accrual loan accounting policy and servicing systems.
Feb 2012 – Nov 2012: Project Manager, Data Analyst and Business Analyst, advised senior FDIC management and IT Teams to understand data integrity issues, devised and implemented strategies to correct issues, implemented Business Objects data mart, validated Star Schema design, provided data analysis using SAS and SAS Enterprise Guide, SQL, Tableau and heat mapping software to provide analysis and reporting. Designed and provided user training and documentation to analysis staff for Business Objects. Linked data sets then created reports and dashboards using Tableau. Develop scope, communicate with stakeholders, create project plans, communicate status of projects and report on predetermined metrics and milestones.
Nov 2011 – Feb 2012: Business Analyst, consulted with Fannie Mae, conducted a thorough needs assessment, including data analysis using SAS, advised private label securities group on reporting design, metrics and reporting formats by conducting fact finding interviews with management and operations staff to understand and document process flows for the forensic underwriting team. Used Tableau to link data sets and create sample reports for management. Conducted UAT on forensic underwriting system. Provided advice and research for proposed implementation of Salesforce.com based application.
Feb 2011 – Nov 2011: Business Analyst and Project Manager, consulted with Virtustream, Inc, a small cloud computing company, providing analysis and implementation of business processes to streamline invoicing, sales orders, contracts and collections. Also, managed project and revenue aspects of the month end close process to ensure a timely and accurate close. Developed and implemented systems for project entry, hardware/software purchasing and project budgeting. Designed and provided management reporting using Microsof Dynamics and Microsoft CRM.
Dec 2010 – Feb 2011: Business Process Consultant, consulted for EMCOR, Inc., a mid-size government services firm, provided business process and analysis of bank reconciliation process. Began implementation of automated bank reconciliation process in JD Edwards and assisted with general accounting management and processes. Develop scope, communicate with stakeholders, create project plans, communicate status of projects and report on predetermined metrics and milestones.