Experience

SMB Suite

• United States
• Software Development
• 1 - 100 Employee

• Solutions Specialist

  • Oct 2020 - Present



Consulting Project Assignments

• Dallas-Fort Worth Metroplex

• Consulting Project Business Analyst

  • Jan 2019 - Mar 2020

  ▪︎Consulting review of various projects and tasked assignments supporting Business Operations, System and Reporting Support, including Accounting and Sales Assistance for start-up business model. ▪︎Consulting review of various projects and tasked assignments supporting Business Operations, System and Reporting Support, including Accounting and Sales Assistance for start-up business model.



Fairway Independent Mortgage Corporation

• United States
• Financial Services
• 700 & Above Employee

• Consulting Project Business Analyst

  • Nov 2019 - Feb 2020

  ▪︎Consulting Encompass 360 Project Lead supporting System Integration and Process Improvement supporting Post Closing Business requests and requirements. [Temporary Consulting Assignment] ▪︎Consulting Encompass 360 Project Lead supporting System Integration and Process Improvement supporting Post Closing Business requests and requirements. [Temporary Consulting Assignment]



Rhino Rush 3GS, LLC

• Dallas/Fort Worth Area

• Consulting Director Of Operations

  • Jun 2019 - Sep 2019

  ▪︎Consulting Director of Operations ▪Analyze Business Processes and Implement Controls that will Streamline Workflow and Support Growth of Start-up ▪︎Establish Incoming Data Channels and Streamline Directions of Incoming Orders. Accounting and Sales/Service Requests to Improve Efficiency and Processing Timeline ▪︎Identify Business Needs by Selecting Key Software Requirements to be Implemented that will Grow as Business Platform Model Grows ▪︎Manage to Setup of EDI, Product Sku [GLN/GTIN], Distribute Items Accross Retail Channels, New Vendor or Customer Setup Requirements [System Implentation] and TradeShow [Virtual Setup] ▪︎Support and Assist Sales [Documentation Supporting Payment Auth, Contract, Pricing Spec, Sample Requests, Analytical Reporting on Sales and Key Customers, Manage Administrative Needs, Maintain Event and Sales [Assignment/Travel] Calendar, Support all Incoming Sales Requests [Internal/External] ▪︎Trailblazer Administrator for SalesForce, Maintaining Database while Updating and Configuring System Fields to Align with Order [Opportunity] Data Entry and Trackinh, Appearance, Workflow, Automation, Integration Analysis and Update of Google and QuickBooks Connector/Sync, Develop Sales Dashboard and Account Flow Assignment and Create Adhoc Reporting to Support Business Growth Plan/Model ▪︎QuickBooks Administrator | Accounts Receivable Analysis using Adhoc Reporting to Capture System Sync Errors and Data Audit Reporting to Identify A/R Invoicing Issues, Manage to Closing Paid A/R, Create Vendor Statement and Submission Process Flow, Create and Maintain Product/Inventory List and Resource Tool to Audit Inventory Counts and Establish and Implement System Controls to Eliminate Missed Orders/Invoices using Automation Triggers between Systems. ▪︎Identify Accounts Payable Process Control [Sales and Business Expenses] and Prepare Project Timeline for Phase 1/Phase 2 Supporting System Implementation [Temporary Consulting Assignment] Show less



Reddy Ice

• United States
• Manufacturing
• 500 - 600 Employee

• Consulting CoPack Accounting Analyst

  • Jan 2019 - Apr 2019

  ▪︎Consulting Accounting Analyst supporting CoPack Accounting Process, CoPacker and Distributer Account Reconciliation, Payment Requests, Daily Reporting and Month End Close Support, as well as Process Documentation ▪︎Microsoft Dynamics 360 / Ice Box Portal ▪︎Included Report Automation and Adhoc Reporting [Temporary Consulting Assignment] ▪︎Consulting Accounting Analyst supporting CoPack Accounting Process, CoPacker and Distributer Account Reconciliation, Payment Requests, Daily Reporting and Month End Close Support, as well as Process Documentation ▪︎Microsoft Dynamics 360 / Ice Box Portal ▪︎Included Report Automation and Adhoc Reporting [Temporary Consulting Assignment]



Ultimate Software

• United States
• Software Development
• 700 & Above Employee

• Business Analyst

  • Nov 2014 - Jan 2019

  Business Analyst/Project Integration Coordinator Mid-Market •Technical Software Implementation •Complete Account Analysis and Support Integration for Interfaces (Payroll or Benefits) •Clear understanding of GL and HR/Payroll Identifying Configuration and Technical Components to Support Successful Delivery •Write Technical Spec to Define, Test and Deploy Interfaces Implementing in UltiPro •Manage Multiple Projects and Tasks with Varying Levels of Priority iency in process flow •Support Technical Team through Development to Support Accuracy in Testing •Support Project/Activation Team with Implementation, Timelines, Project Status/Impacts and System Configuations. •Support Technical Requests, Training and Documentation, Audits Supporting Federal Compliancy including HIPPA Validation to Ensure Accuracy and Security of Data. •Communicate/Follow-up Timely Project Analysis, Change Controls, Target Task Responsibility, Identify Project Impacts, Issue Resolution, Establish System/EDI Automation, Manage Interface Testing and Production Warranty Period •Customer Focused Approach Remaining Organized, Detail-Oriented, Accurate and Responsive Supporting àll Projects •SME - System and Process Knowledge Resource Supporting Successful Delivery •Reporting and Customization Requests using SQL, Business Intelligence and .NET to Identify Internal Data/System Errors, Complete Project Analysis, Capture Financial and Benefit Records, as well as Data Map Key Elements Required During Development. •Troubleshoot and Resolve Failed Test Results Timely Communicating Process/Data Update Requirements Effectively. •Support Management in Onboarding by Training and Mentoring New Hires, Leading Weekly Team Meeting Q&A, Resource on Special Projects to Improve Business Process. •Successfully Meet and Exceed All Close Requirements Supporting Revenue Show less



Frito-Lay

• United States
• Food and Beverage Services
• 700 & Above Employee

• Growth Ventures Jr. Business Analyst

  • Jan 2012 - Nov 2014

  Senior Sales Finance Analyst Growth Ventures •Support Sales Team, Demos and Product Order Requests •Work Directly with Sales and Finance Ensuring Sales Growth Targeted Goals Met •Complete ADHOC Report Requests from Sales, Finance, Supply Chain, Vendors and Customers •Implement Weekly Tracker and Activity Report Reflect Sales by BDM, Brand, Broker •Manage CSRs, Warehouse Operations, Transportation Teams and Customers Address and Prevent Shipment Delivery Impact Increasing Processing Accuracy. •Audit Workflow Assignment and Processing Ensuring 100% Compliance with Invoicing Protocol/Metric •Validate Price/Promotion Discrepancies at Time of Order Entry Communicating Issues Identifying Resolution Requirements to Sales and TPA for Immediate Action •Identify Invoice Deductions from Fines, Fees, Missed PA Resulting in an Invalid Deduction on Invoice and Iniate Preventative Plan of Action •Utilize Documented Protocols to Handle all Escalations Accurately and Timely Communicating Resolution with Sales and Trade Spend Team. •Complete Period End Close T&E Journal Entries •Audit, Report and Complete Processing of Broker Payments (Commission Requests) •Complete Weekly Sales Report Capturing All GV Products Identifying KPI Metrics, Sales, Forecast and Plan •Manage Workflow Assignments and Metrics for CSR •Manage All CSR Escalations and Change Management of Product Implementation/Release into PWL system Show less