Experience

TOP STEP

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Business Consultant

  • Nov 2018 - Present



Forsythe, a Sirius Company

• Manager - Business Operations

  • Sep 2014 - Aug 2018

  Key Achievements •Developed and implemented new daily process incorporating audits for Daily Review, Staffing, Subcontractor and Project Rule Setup and created macros to automate file updates which allows for faster error identification, root cause and correction •Created Invoice audit to trigger invoicing of charges, created unbilled milestone audit to trigger review and possible release of milestones for invoicing •Designed Forecast Report which utilizes allocations from OpenAir and takes into account accrued revenue and cost to forecast 90 day project accruals and identifies project budgets that are at risk •Collaborated with our Pricing Model system administrator to design windows for change order processing in the tool and worked with HR to create a training video to use the tool. •Created and maintained intranet fuse page for business operations highlighting department responsibilities and contributions to the wider business •Managed the execution and conducted data validation of the data migration from OpenAir PSA to SalesForce Responsibilities •Manage a team of three Financial Project Analysts handling 500-600 active projects •Network and Storage Line of Business Lead •Review and identify possible issues on approximately 200 projects daily •Review team project portfolio to ensure reporting accuracy •Create monthly negative margin presentation to Senior Management to highlight and escalate at risk projects •OpenAir Administrator •Recommend system updates and implement once approved by senior management •Point of escalation and solution for OpenAir errors •Review daily log of interfaces to and from OpenAir, root cause and correct error •Create new administrative users in OpenAir for resources that need access to professional services data but will not use the system for time and expense tracking •Audit user roles monthly and revise as necessary



Forsythe Technology

• United States
• Information Technology & Services
• 100 - 200 Employee

• Financial Project Analyst

  • Feb 2012 - Sep 2014

  Key Achievements •Key project resource on the implementation of OpenAir from Oracle •Reconciled migrated data with Accounting and Finance •Designed new reports in OpenAir used by all of Solutions Group •Created custom fields •Created custom calculations •Added system constrains to ensure adherence to standard process •Corrected interface errors and developed processes to prevent them in the future •Mapped and defined user roles for different levels of access •Created the timesheet approval routing •Created and maintained the monthly Stalled Project Report •2013 Advisory Support Person of the Year Responsibilities •Network Line of Business Lead •Weekly Financial Reporting for the Network practice projects •Setup Billing & Revenue Rules for all of my Key Client projects and Network practice projects •Invoice between 70-90 projects on a regular basis per the SOW terms •OpenAir Administrator •OpenAir Support Desk



COLLINS ENGINEERS, INC

• Project Accountant

  • Jul 2008 - May 2012

  Key Achievements ·Currently managing implementation of Deltek Project Planning software across entire organization, expecting better tracking & managing of Resources Utilization ·Worked with Assistant Controller to standardize the uses of the Deltek Project Planning software. ·Send out all invoices in 4-6 business days, ensuring faster payment & improved Cash Flow. Responsibilities ·In charge of invoicing for the three largest offices of fourteen, accounting for approximately 50 % of total billing ·Review project contracts, timesheets and expense reports to ensure billing accuracy and maximize profit ·Audit consultants invoices for accuracy ·Use Deltek Software Solutions to set up and monitor projects ·Set up electronic submittal with clients to expedite payment processing ·Follow up with clients to receive timely payments ·Complete project profitability summary and submit management



TEMPEL STEEL COMPANY

• Analyst

  • Apr 2007 - Jul 2008

  Reported to Director of Steel Services Key Achievements ·Optimized Toll Annealing process reducing average product turnaround from 5 days to just over 2 days improving invoicing and cash flow. Responsibilities ·In charge of Steel Sales Customer Toll Annealing ·Used multiple reports to create presentation for the Executive Committee on quarterly basis ·Produced weekly reports in both Oracle and Discoverer ·Was principal back up to the inventory manager and helped enter in both internal and external PO's, completed receipts of inbound wide coil, outside processed slit coil, and assisted with quarterly physical inventories.



BRILL STREET & COMPANY

• Finance Intern

  • May 2006 - Apr 2007

  ·Maintained and edited Customer Items, Prices Lists and monthly Surcharge ·Compiled spreadsheets summarizing monthly sales data ·Employed with Stericycle since October 30th, where I applied unapplied cash, request refunds & transfers, and work on various other projects that have to do with accounts receivable. ·Worked through Brill Street & Company to provide services for Katabat Corp. where I reported to the Vice President, assisted with updating accurate information for potential customers and when needed researched for missing information. ·Worked for Daniel's Trading, through Brill Street & Company, on a time sensitive data entry acquisition project.