Experience

RSM US LLP
• United States
• Accounting
• 700 & Above Employee
• Sr. Consultant

  • Mar 2022 - Present

Stoneridge Software
• United States
• Business Consulting and Services
• 200 - 300 Employee
• Functional Consultant

  • Jun 2021 - Mar 2022


Kwik Lok Corporation

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Business Analyst / ERP (NAV) Administrator

  • Aug 2018 - Jun 2021

  NAV administrator: identify and resolve NAV user issues and questions at 5 plants worldwide. Identify business needs, research resolutions, implement new processes or technologies/software to support growing business. Create custom reports for business users. Developed new reporting standards. NAV administrator: identify and resolve NAV user issues and questions at 5 plants worldwide. Identify business needs, research resolutions, implement new processes or technologies/software to support growing business. Create custom reports for business users. Developed new reporting standards.



Jet Reports

• United States
• IT Services and IT Consulting

• Curriculum Development Manager

  • May 2015 - Jul 2018

  Design and maintain standard training materials and guidelines to ensure customers receive professional online or classroom training. Ensure trainers have adequate resources to conduct new training courses; perform evaluations of trainers before and after new training courses are offered to customers.Assist with on-boarding new Services department employees.Analyze CSAT results and determine actionable items; adjust materials or delivery methods as needed.

• Report Analyst/Jet Certified Trainer

  • Feb 2012 - Jul 2018

  Conduct classroom and online training on Jet Reports products. Create reports from Microsoft Dynamics NAV, GP, AX and custom data sources to fulfill customer’s requirements. Provide technical support for customers, colleagues, and business partners on Jet Reports products.


The Regence Group
• Software Development
• 1 - 100 Employee
• Data Analyst

  • Sep 2009 - Aug 2011

Legacy Health System
• United States
• Medical Practices
• 1 - 100 Employee
• Data Management Analyst

  • Oct 2006 - Apr 2009
• Claims Specialist

  • Oct 2005 - Jul 2006

  Managed claims data using Risk Master database software. Created financial claims reports using SortMaster; provide monthly and as-needed data reports to Leadership. Compiled materials for litigated cases; coordinated efforts with internal contacts and outside defense counsel. Managed claims data using Risk Master database software. Created financial claims reports using SortMaster; provide monthly and as-needed data reports to Leadership. Compiled materials for litigated cases; coordinated efforts with internal contacts and outside defense counsel.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Senior Secretary

  • Sep 2002 - Oct 2005

  Analyzed quoting and sales data for 40 plus sales representatives. Tracked charged-off monies for seven commands. Created sales and customer service reports linking individual results to Region results. Assisted with the redesign and implementation of a “virtual office” reporting system for a nine state region; provided continuous support and training to region staff on upgrades and procedural changes of system. Region-wide expert in Word, Excel and PowerPoint. Analyzed quoting and sales data for 40 plus sales representatives. Tracked charged-off monies for seven commands. Created sales and customer service reports linking individual results to Region results. Assisted with the redesign and implementation of a “virtual office” reporting system for a nine state region; provided continuous support and training to region staff on upgrades and procedural changes of system. Region-wide expert in Word, Excel and PowerPoint.


CMM Management
• United States
• Medical Practices
• Broker's Assistant

  • 1997 - 1999