Experience

SIS, LLC
• United States
• IT Services and IT Consulting
• 100 - 200 Employee
• Senior Consultant, OCM

  • Sep 2023 - Present


Microsoft

• United States
• Software Development
• 200 - 300 Employee

• Senior Customer Success Manager

  • Apr 2021 - Sep 2023

  Houston, Texas, United States Work with Fortune 100/500 enterprise customers to optimize the business value and impact of their investment in Microsoft D365 and Power Platform solutions. Collaborate with executive leaders and managers to strategize and execute adoption initiatives and programs. Uncover, identify and nurture areas of expansion for additional sales opportunities.



Rand Group

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

• Vice President, Program/Project Manager, ERP/CRM Practice

  • Jun 2018 - Apr 2021

  Houston, Texas, United States Led the SAP Business ByDesign, Microsoft Dynamics GP, and D365 CRM Practices. Managed customers and assisted with their business application requirements. Managed implementation projects and led multiple practice teams. Supported sales and marketing initiatives to grow the practices.



Wipfli LLP

• United States
• Medical Practices
• 1 - 100 Employee

• Manager

  • Dec 2017 - May 2018

  Worked directly with clients to implement and support Sage Intacct, Microsoft Dynamics GP and related applications. Managed projects to ensure client expectations and deadlines are met within the project budget. Implemented business process improvement through automation and process re-engineering, serving clients in various industries: for-profit, nonprofit, government contracting, retail and distribution. Provided technical support and training to users and designs and develops reporting… Show more Worked directly with clients to implement and support Sage Intacct, Microsoft Dynamics GP and related applications. Managed projects to ensure client expectations and deadlines are met within the project budget. Implemented business process improvement through automation and process re-engineering, serving clients in various industries: for-profit, nonprofit, government contracting, retail and distribution. Provided technical support and training to users and designs and develops reporting tools for users as well as executives.

• Senior Consultant

  • Mar 2012 - Dec 2017

  Implemented ERP for customers in multiple industries, including professional services, nonprofit associations, and retail/distribution. Conducted requirements analysis, solution design, system testing, user training and deployment.



SNVC

• IT Services and IT Consulting
• 1 - 100 Employee

• Vice President of Finance and Administration

  • Nov 2003 - Mar 2012

  Fairfax, Virginia, United States Managed all back office operations for small, veteran-owned government contracting firm. Responsible for executing the company’s overall financial policies, contracting activities, network management, business applications and employee benefits offerings. Led all financial functions including accounting, budget, credit, insurance, tax, and treasury. Insured financial compliance with all statutes, regulations and policies that impact the company’s financial operations. Performed financial… Show more Managed all back office operations for small, veteran-owned government contracting firm. Responsible for executing the company’s overall financial policies, contracting activities, network management, business applications and employee benefits offerings. Led all financial functions including accounting, budget, credit, insurance, tax, and treasury. Insured financial compliance with all statutes, regulations and policies that impact the company’s financial operations. Performed financial forecasting and reconciliation of internal accounts. Managed capital investments. Show less



DynLink

• United States
• Software Development
• 1 - 100 Employee

• Vice President, ERP Practice

  • Apr 2002 - Nov 2003

  Arlington, Virginia, United States Led the ERP Practice, focused on implementing Microsoft ERP and CRM solutions. Worked directly with clients to understand their business processes and financial procedures and designed the setup, configuration and implementation on Microsoft Dynamics GP and Microsoft CRM.