Senior Architect

• Jul 2023 - Present

Senior Manager, Sage Intacct Implementation

• Jun 2017 - Jun 2023

• Implement Sage Intacct for various clients across different industries, ensuring project success by managing scope, budget, and timeline. • Collaborate with clients to gather requirements and provide recommendations for financial reporting and data analysis. • Work with cross-functional teams to resolve technical issues for seamless project delivery. • Utilize Microsoft Power Query to develop data transformation and provide clients with import-ready templates for Sage Intacct. • Implement Sage Intacct for various clients across different industries, ensuring project success by managing scope, budget, and timeline. • Collaborate with clients to gather requirements and provide recommendations for financial reporting and data analysis. • Work with cross-functional teams to resolve technical issues for seamless project delivery. • Utilize Microsoft Power Query to develop data transformation and provide clients with import-ready templates for Sage Intacct.

Senior Consultant

• Aug 2010 - Jun 2017

• Implemented the Sage Intacct and Microsoft Dynamics GP systems for the largest California-based CPA and consulting firm. • Conducted analysis and documented system and business requirements. • Delivered end-user training sessions. • Proposed new processes and procedures to improve efficiency. • Helped with data migration. • Created reports and dashboards. • Offered technical assistance and support. • Implemented the Sage Intacct and Microsoft Dynamics GP systems for the largest California-based CPA and consulting firm. • Conducted analysis and documented system and business requirements. • Delivered end-user training sessions. • Proposed new processes and procedures to improve efficiency. • Helped with data migration. • Created reports and dashboards. • Offered technical assistance and support.

Senior Financial Systems Manager

• Aug 2002 - Oct 2009

• Oversaw financial systems at a payment processing company with an annual processing volume of over $4 billion. • Streamlined systems and optimized performance on a limited budget, as the company experienced significant growth in both dollar volume and transactions processed. • Directed the successful relocation and upgrade of the Microsoft Dynamics GP accounting system. • Enhanced the middleware that connected to the accounting system, enhancing overall performance. • Ensured timely and accurate monthly financial close with a strong emphasis on data integrity. Show less

Senior Business Analyst

• May 2001 - Nov 2001

• Improved the utilization of the JD Edwards ERP system to maximize efficiency. • Converted business goals into technical specifications for the ERP system, ensuring alignment with overall strategy. • Improved the utilization of the JD Edwards ERP system to maximize efficiency. • Converted business goals into technical specifications for the ERP system, ensuring alignment with overall strategy.

Financial Systems Manager

• Sep 1998 - Apr 2001

• Spearheaded the significant upgrade and conversion of the JD Edwards ERP system. • Troubleshot and solved system-related issues to ensure smooth operation. • Rolled out the Fixed Assets module, including data migration, to enhance asset management capabilities. • Spearheaded the significant upgrade and conversion of the JD Edwards ERP system. • Troubleshot and solved system-related issues to ensure smooth operation. • Rolled out the Fixed Assets module, including data migration, to enhance asset management capabilities.

Team Leader/Accounting Systems

• Nov 1995 - Aug 1998

• Installed a new lease accounting system with seamless integration into the JD Edwards ERP system. • Oversaw the comprehensive upgrade of the company's accounting system. • Conducted a review of SEC 10Q and 10K filings to ensure compliance with regulatory standards. • Installed a new lease accounting system with seamless integration into the JD Edwards ERP system. • Oversaw the comprehensive upgrade of the company's accounting system. • Conducted a review of SEC 10Q and 10K filings to ensure compliance with regulatory standards.

Senior Accountant, United Behavioral Health

• Jul 1994 - Oct 1995

• Overseen accounting operations for a mental healthcare provider. • Designed multi-user databases to boost productivity for both individual contributors and finance teams. • Generated accurate and timely internal and external financial reports to keep stakeholders informed. • Overseen accounting operations for a mental healthcare provider. • Designed multi-user databases to boost productivity for both individual contributors and finance teams. • Generated accurate and timely internal and external financial reports to keep stakeholders informed.

Staff Accountant

• Oct 1991 - Jul 1994

• Generated accurate and dependable financial reports in a timely manner for a computer book publisher. • Recognized as Employee of the Month in July 1992 for exceptional performance and contributions to the company. • Generated accurate and dependable financial reports in a timely manner for a computer book publisher. • Recognized as Employee of the Month in July 1992 for exceptional performance and contributions to the company.

Accounting Manager

• Feb 1989 - Jun 1991

Oversaw accounting, administrative operations, and internal sales for a sub-contractor specializing in fireplace installations. Oversaw accounting, administrative operations, and internal sales for a sub-contractor specializing in fireplace installations.