Chief Financial Architect

• Jan 2023 - Present

Regional Functional Finance Business Analyst

• Mar 2019 - Jan 2023

Support: Part of two-man team that supports 1000 users and dozen companies in 7 countries (USA, Canada, Mexico, Panama, France, UK, Ireland) -Dynamics AX 2009 Modules: General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets and Purchase Orders -Support over two dozen interfaces into AX, mostly from Biztalk. -Support Atlas Servers and write needed Atlas ReportsNew Code Modifications New Code Modifications - Responsible for reviewing new end-user request for code changes - Write need specifications for the code changes that are sent to be developed. - Responsible for Functional Validation of code and supervising end-user testing. Show less

CFO & ERP Consultant

• 2013 - 2021

ERP Functional Consultant and Controller/CFO Consultant Over 17 years of experience in companies experience rapid growth and change including, - Over 10 years of ERP experience - Two full cycle ERP installations (Dynamics GP and Sage 100) - Five other installations projects (Dynamics AX, Yardi, and other packages) - Over 5 years of software implementation experience - Three Years Experience implementing Microsoft Dynamics - Three Years Experience implementing and Supporting Microsoft Dynamics AX 2012 R3 - Over 10 years of experience as CFO/Controller reporting to Owner or General Manager Show less

Chief Financial Officer

• 2015 - 2020

Co-owner & CFO

• 2004 - 2012

Novusus Title and Successor Businesses Development of business plan for title insurance company in Massachusetts. - Developed initial budgets, capital structure, and financial projections for entrepreneurial startup in Insurance Industry. - Assisted in development of marketing strategy for equity and investor relationship Assisted in setting up legal entities - Initial creation of legal entities and initial regulator and tax compliance procedures - Assisted in writing by-laws and other contractual obligations with investors - Developed initial HR, Control and Accounting procedures Raised initial equity capital of $2 million from private investors. After founding of company, I handled investor relations and investor communications. Assisted in filing for title insurance licenses in two states (Massachusetts and Rhode Island) Assisted in negotiation of reinsurance contracts Managed accounting and finance functions for 3 man department whose duties included billing, credit functions, general ledger, financial analysis, financial reporting, human resources, payables, purchasing, payroll, regulatory filings, and statutory accounting. The books were kept under the statutory accounting. Audits: Selected external auditors and Handled all internal work related to external CPA auditors and state regulators Prepared Annual Budgets and Forecasts Coordinated orderly shutdown of business including selling of remaining reserves to reinsurer and return of capital to owners. Show less

Division Controller

• Mar 2000 - Dec 2001

Management of Accounting, Human Resources and Credit Department: - Management of a 15-man staff whose duties included budget analysis, billing, credit functions, cost accounting, general ledger, financial analysis, financial reporting, human resources, payables, purchasing, payroll, and reconciling reports from various non-accounting data sources and systems. Included in this department were 3 accountants and two supervisors. - Annual Business Plan: Personally prepared annual business plan and related operating budgets for 100 million USD division with 400 employees. Monthly compared these budgets to financials and prepared quarterly forecast by business unit. - Prepared annual 10 million USD capital budget and associated approval process. - Aligned KPI (Key Performance Indicators) for individual managers to the budget, and aligned associated managerial goals to annual business plan. Analysis and Reporting of Variation form KPI, Budgets, and goals. - Financial Lead on 4 acquisition efforts for divisions - Lead on Financial Audits and Operational Audits Job Required 25% travel. Show less

Accounting Manager

• 1995 - 2000

Management of Accounting Department: -Management of 4-man staff whose duties included all accounting and back office functions, including bank loans, billing, cash management cost accounting collections, general ledger, financial analysis, financial reporting, human resources, payables, and payroll. -Administer (System Administration) of Sage 100 (MAS90) ERP software including installing updates and patches, data migration, and database administration. - Network Engineer for LAN (Local Area Network) including the installing the operating system on the servers, installing hardware upgrades to servers, managing the email servers, maintaining firewalls, managing the web server, installing patches and updates, routine backup, writing disaster recovery plan, and other related activities. - Cost Accounting: Designed and implemented a process cost accounting system and associated budget processes. - Other information Systems: Installed Goldmine CRM (Customer Relationship Management) - Reporting: Monthly close of books, generation of financial reports, and preparations of managerial reports, financial analysis, budgets, and forecasts. - Prepared and filed Sales Taxes, Use Taxes, and other state and local taxes in 3 plus states. - Wrote and implemented initial Financial Policies and Procedures. Show less

Software Used

• Jan 1994 - Dec 1994

Accounting Software: Microsoft Dynamics GP, Great Plains, Microsoft Dynamics AX, Yardi, Sage 100, MAS90, Infor Lawson, Intacct, Quickbooks. Microsoft Dynamics Modules: Accounts Payable, Accounts Receivable, Cash and Bank Management, Fixed Assets, General Ledger, Procurement and Sourcing Software: Adobe, Atlas, Crystal Reports, Goldmine CRM, Google Drive, IBM Cognos Impromtu, Microsoft Internet Information Server, Microsoft Office 365, Microsoft Office, Microsoft OneDrive Microsoft Access, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Project, Microsoft Publisher, Microsoft SharePoint Microsoft Word, OnBase, Retail LInk Solver BI 360, IT: Full Cycle Implementation Services, MCSE NT 4.0, ERP, Enterprise Resource Packages Accounting: Accounts Payable, Accounts Receivable, Auditing, Budgeting, Business Units, Cash Application, Collections, Cost Accounting, CPA Inactive, Financial Policies and Procedures, Fixed Assets, GAAP, Generally Accepted Accounting Principles, General Ledger, Human Resources, Inventory, Payroll. Purchase Order, Sales Order Other: Business Analysis, Business Process, Communication, Consulting, Distribution, Manufacturing, Research, Training New Users, Work Order, Writing Manuals Show less