Consulting Director

• Sep 2022 - Present

Managing Consultant

• Feb 2021 - Sep 2022

Full Cycle Implementation Consulting, from Pre-Sales Discovery through Post Go-Live Support. Providing continuously exceptional support and optimization while maintaining healthy Client relationships utilizing Leading Practices to streamline day-to-day processing.NetSuite Modules: Advanced Electronic Bank Payments (including Custom ACH Templates and SFTP Connector file transmission), Advanced Financials, Advanced Billing, Advanced Order Management, Fixed Assets Management, CRM, Case Management, Work Orders & Assemblies, Advanced Inventory, Demand Planning, Supply Chain Management, and WMS (including SCM Mobile Customization)

NetSuite Administrator

• Oct 2020 - Feb 2021

Provided End User Support and system optimization for NetSuite OneWorld with Advanced Accounting, Fixed Asset Management, multi-currency, and multiple Subsidiaries. Managed Daily and Ad-Hoc Data Migration processing to and from NetSuite, including: Planful (Host-Analytics), WorldTrak, and Cargowise. Onboard newly acquired companies onto the NetSuite platform. Assisted Consultants to implement and integrate SAP-Concur into NetSuite for Vendor Bill Approval automation. Provided End User Support and system optimization for NetSuite OneWorld with Advanced Accounting, Fixed Asset Management, multi-currency, and multiple Subsidiaries. Managed Daily and Ad-Hoc Data Migration processing to and from NetSuite, including: Planful (Host-Analytics), WorldTrak, and Cargowise. Onboard newly acquired companies onto the NetSuite platform. Assisted Consultants to implement and integrate SAP-Concur into NetSuite for Vendor Bill Approval automation.

NetSuite Administrator

• Jan 2019 - Oct 2020

• Maintain and optimize End User NetSuite account • User Training and Support • Create and maintain Saved Searches and Reports for all areas of NetSuite – Accounting, Manufacturing, Sales, Purchasing, Fulfillment, etc. • Fulfill user requests for day to day operations – new Vendors, Customers, Contacts, etc. • Troubleshoot errors and work with Developer and NetSuite Support to find solutions • Utilize client scripting to update records in NetSuite • Identify gaps in company processes and work with Developer to design and implement solutions • Manage Development projects and oversee Developer tasks • Prepare and test use case scenarios for newly developed custom solutions in the Sandbox environment and provide approval for deployment into the Production environment – Train NetSuite users on new or changed processes

NetSuite Project Manager - NetSuite Administrator

• Apr 2018 - Dec 2018

Worked heavily with internal and external 3rd Party resources to fully implement NetSuite ERP; including add-on modules and bundle packages. • Manage and coordinate company resources to meet project deadlines • Determine optimum timeframes for task completion and coordinate multiple stakeholders to ensure the best possible results are achieved within the outlined timeframe • Document outstanding tasks and allocate resources accordingly • Monitor project status and outstanding tasks; report to senior executives regularly • Review and analyze company processes to determine where gaps are present; leverage systems and resources to close gaps, improve upon existing processes, and put new processes into place • Configure systems out of the box features to company specific needs and add customizations to the systems where out of the box features were unable to meet needs • Fully migrate various sets of current data as well as legacy data for comparative analysis; including importing, mapping and validation of all data. • Add/Modify/Delete Users • Maintain Sandbox environment and utilize the refresh function when necessary • Create and maintain Saved Searches and Custom Reports • Create Custom Fields and Forms to better suit company needs • Manage User Roles and Permissions • Setup Tax Nexuses • Customize Dashboards and Screen Forms for a better user experience • Create and maintain Bill of Materials, Manufacturing Routings and Work Centers • Conduct User Acceptance Testing and End User Training • Provide post go-live support

Data Analyst

• Mar 2016 - Mar 2018

Played key role in determining new procedures for the handling, storing and tracking of multiple types of regulation related documentation. Worked with a small team to drastically reduce Foreign Exchange trade exceptions, ultimately eliminating them altogether. Managed multiple large-scale data remediation projects effecting various stakeholders on a global level. • Research and update metadata and organizational hierarchy data for individuals and entities, while maintaining accuracy and meeting Data Quality standards • Utilize Oracle Developer/SQL Management Studio to manage data remediation initiatives, develop analytical reports, and fulfill ad-hoc data inquires for operational support • Utilize advanced Excel processes to support various functions – mainly utilized to manage large-scale data remediation projects and creating reports on progress for senior management • Analyze flagged foreign exchange transactions, often in the multimillion-dollar ranges; provide accurate analysis of trade data and remediate or escalate exceptions to senior management to work with them to restrict trade activity or resolve the exception • Review and store multiple types of regulation related documentation; determine Client elections and adherence levels based on review and update relevant data into corresponding systems • Analyze multiple daily reports and ad-hoc requests pertaining to Clients that reside in data privacy sensitive jurisdictions; determine if sufficient documentation is available to allow for reporting of the Clients activity to relevant regulators on a global scale; store, maintain, and track relevant documentation • Identify potential risk, gaps in queries/data, processes and reports; work with relevant stakeholders to find solutions and improve upon processes where gaps exist

Team Lead

• May 2015 - Feb 2016

Accounts Receivable Management Private and Federal Student Loan Rehabilitation. Exceeded expected goals for total amount rehabilitated in a single month. Promoted to Team Leader based on merit and subject matter expertise. • Support team members with day to day responsibilities; provide guidance and support when learning opportunities emerge • Assist borrowers in rehabilitating their defaulted student loans while achieving a prominent level of customer service • Provide guidance to borrowers regarding the required documentation for rehabilitation; assist in acquiring and filling out paperwork accurately and in a timely manner • Take escalations from team members and advise on improvement opportunities to develop team members skill set and knowledge base as a preventative for the need of escalations • Alleviate pressure on team members by handling more difficult borrowers to prevent the possibility of complaints resulting from errors in information or services • Use negotiation tactics and logical reasoning to resolve outstanding accounts with borrowers; utilize these skills as a Team Leader to assist team members in resolving accounts that require a higher level of skill and knowledge base • Review account notation to ensure team members are properly following regulation standards and maintaining proper documentation of calls for audit purposes • Remain up to date and compliant with the Fair Debt Collections Practices Act (FDCPA) and the Telephone Consumer Protection Act (TCPA)

Assistant Team Lead

• Apr 2014 - Apr 2015

Accounts Receivable Management Cash advance and ‘Payday’ Loans. Exceeded expected goals for total number of accounts resolved and money recovered. Promoted to team leader based on performance and merit. • Assist Team Leader with day to day operations • Handle disputes and escalations from team members; advise team members on learning opportunities to prevent future escalations • Often relied upon to diffuse possible complaints from borrowers • Utilize knowledge and reasoning to resolve outstanding balances; use these skills to assist team members in resolving their own accounts that may be more difficult to close, or require a higher level of knowledge • Audit accounts to ensure that quality and company standards are being met; meet with team members for a post audit review and evaluation; present learning opportunities and corrective action plans • Track, analyze, and report performance metric data to team members and senior management; advise team member on methods to improve efficiency and performance