Joseph Rosenthal CPA
Salesforce Developer/Administrator at SterlingRisk- Claim this Profile
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Bio
John Pezzillo
It was a pleasure interviewing and hiring Joseph Rosenthal for the position of Salesforce Architect and Director of Financial Systems. The company and I could not be more satisfied with Joe’s skills and performance. In addition, Joe is a CPA, and he has an extensive background and understanding of setting up financial systems and integration of various systems. Joe inherited a system that was far from being satisfactory, and within weeks he started to turn-around our systems and deliver results. His efforts allowed management and the commercial team to see real-time results. Joe is a problem solver in the integration of Salesforce with financial systems. The entire management team is more than satisfied with his results and the on-time delivery of his projects. It was reassuring to have someone who understands business, finance, accounting and Salesforce handling system integration. Joe would be a great asset to anyone looking for a Salesforce Architect with an Accounting background. He has my personal and professional recommendation. A few of Joe’s accomplishments are listed below. • Created a Salesforce conversion dashboard and regional manager dashboard • Implemented Avalara for sales tax capture and reporting • Transitioned from a manual monthly commission process that took four days to an automated Salesforce commission reporting process that now takes less than four hours to complete • Transitioned from a manual expense reporting and approval process to Concur software for expense entry and approval • Created a Dataloader sFTP protocol to send orders to logistics • Integrated Concur software with QuickBooks • Upgraded QuickBooks desktop pro 2014 to QuickBooks desktop plus 2018 • Transitioned to an Intuit hosted platform (Right Network) so that users in the U.S. and the European parent company can see the same information
Denis Weber
Joe is probably the most knowledgeable consultant I have ever worked with. He was hired as the Great Plains and Sales Force consultant over many other candidates because he came to my company (Netsmart) prepared and with a detailed knowledge of our company and our operations. His ideas were always creative and on the mark for what we were trying to accomplish. He so impressed the executives of Netsmart that we eventually hired him. I can guaranty that you will not be disappointed if you utilize Joe!
John Pezzillo
It was a pleasure interviewing and hiring Joseph Rosenthal for the position of Salesforce Architect and Director of Financial Systems. The company and I could not be more satisfied with Joe’s skills and performance. In addition, Joe is a CPA, and he has an extensive background and understanding of setting up financial systems and integration of various systems. Joe inherited a system that was far from being satisfactory, and within weeks he started to turn-around our systems and deliver results. His efforts allowed management and the commercial team to see real-time results. Joe is a problem solver in the integration of Salesforce with financial systems. The entire management team is more than satisfied with his results and the on-time delivery of his projects. It was reassuring to have someone who understands business, finance, accounting and Salesforce handling system integration. Joe would be a great asset to anyone looking for a Salesforce Architect with an Accounting background. He has my personal and professional recommendation. A few of Joe’s accomplishments are listed below. • Created a Salesforce conversion dashboard and regional manager dashboard • Implemented Avalara for sales tax capture and reporting • Transitioned from a manual monthly commission process that took four days to an automated Salesforce commission reporting process that now takes less than four hours to complete • Transitioned from a manual expense reporting and approval process to Concur software for expense entry and approval • Created a Dataloader sFTP protocol to send orders to logistics • Integrated Concur software with QuickBooks • Upgraded QuickBooks desktop pro 2014 to QuickBooks desktop plus 2018 • Transitioned to an Intuit hosted platform (Right Network) so that users in the U.S. and the European parent company can see the same information
Denis Weber
Joe is probably the most knowledgeable consultant I have ever worked with. He was hired as the Great Plains and Sales Force consultant over many other candidates because he came to my company (Netsmart) prepared and with a detailed knowledge of our company and our operations. His ideas were always creative and on the mark for what we were trying to accomplish. He so impressed the executives of Netsmart that we eventually hired him. I can guaranty that you will not be disappointed if you utilize Joe!
John Pezzillo
It was a pleasure interviewing and hiring Joseph Rosenthal for the position of Salesforce Architect and Director of Financial Systems. The company and I could not be more satisfied with Joe’s skills and performance. In addition, Joe is a CPA, and he has an extensive background and understanding of setting up financial systems and integration of various systems. Joe inherited a system that was far from being satisfactory, and within weeks he started to turn-around our systems and deliver results. His efforts allowed management and the commercial team to see real-time results. Joe is a problem solver in the integration of Salesforce with financial systems. The entire management team is more than satisfied with his results and the on-time delivery of his projects. It was reassuring to have someone who understands business, finance, accounting and Salesforce handling system integration. Joe would be a great asset to anyone looking for a Salesforce Architect with an Accounting background. He has my personal and professional recommendation. A few of Joe’s accomplishments are listed below. • Created a Salesforce conversion dashboard and regional manager dashboard • Implemented Avalara for sales tax capture and reporting • Transitioned from a manual monthly commission process that took four days to an automated Salesforce commission reporting process that now takes less than four hours to complete • Transitioned from a manual expense reporting and approval process to Concur software for expense entry and approval • Created a Dataloader sFTP protocol to send orders to logistics • Integrated Concur software with QuickBooks • Upgraded QuickBooks desktop pro 2014 to QuickBooks desktop plus 2018 • Transitioned to an Intuit hosted platform (Right Network) so that users in the U.S. and the European parent company can see the same information
Denis Weber
Joe is probably the most knowledgeable consultant I have ever worked with. He was hired as the Great Plains and Sales Force consultant over many other candidates because he came to my company (Netsmart) prepared and with a detailed knowledge of our company and our operations. His ideas were always creative and on the mark for what we were trying to accomplish. He so impressed the executives of Netsmart that we eventually hired him. I can guaranty that you will not be disappointed if you utilize Joe!
John Pezzillo
It was a pleasure interviewing and hiring Joseph Rosenthal for the position of Salesforce Architect and Director of Financial Systems. The company and I could not be more satisfied with Joe’s skills and performance. In addition, Joe is a CPA, and he has an extensive background and understanding of setting up financial systems and integration of various systems. Joe inherited a system that was far from being satisfactory, and within weeks he started to turn-around our systems and deliver results. His efforts allowed management and the commercial team to see real-time results. Joe is a problem solver in the integration of Salesforce with financial systems. The entire management team is more than satisfied with his results and the on-time delivery of his projects. It was reassuring to have someone who understands business, finance, accounting and Salesforce handling system integration. Joe would be a great asset to anyone looking for a Salesforce Architect with an Accounting background. He has my personal and professional recommendation. A few of Joe’s accomplishments are listed below. • Created a Salesforce conversion dashboard and regional manager dashboard • Implemented Avalara for sales tax capture and reporting • Transitioned from a manual monthly commission process that took four days to an automated Salesforce commission reporting process that now takes less than four hours to complete • Transitioned from a manual expense reporting and approval process to Concur software for expense entry and approval • Created a Dataloader sFTP protocol to send orders to logistics • Integrated Concur software with QuickBooks • Upgraded QuickBooks desktop pro 2014 to QuickBooks desktop plus 2018 • Transitioned to an Intuit hosted platform (Right Network) so that users in the U.S. and the European parent company can see the same information
Denis Weber
Joe is probably the most knowledgeable consultant I have ever worked with. He was hired as the Great Plains and Sales Force consultant over many other candidates because he came to my company (Netsmart) prepared and with a detailed knowledge of our company and our operations. His ideas were always creative and on the mark for what we were trying to accomplish. He so impressed the executives of Netsmart that we eventually hired him. I can guaranty that you will not be disappointed if you utilize Joe!
Credentials
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Salesforce Certified Developer
SalesforceJan, 2014- Nov, 2024 -
Salesforce Certified Advanced Administrator
SalesforceJan, 2013- Nov, 2024 -
Salesforce Certified Administrator
SalesforceJan, 2007- Nov, 2024 -
Great Plains Dynamics Certified Application Accounting Specialist
MicrosoftJun, 2005- Nov, 2024 -
Microsoft Certified CRM Specialist
MicrosoftJan, 2000- Nov, 2024 -
Certified Public Accountant
American Institute of Certified Public AccountantsJan, 1976- Nov, 2024
Experience
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SterlingRisk
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United States
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Insurance
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100 - 200 Employee
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Salesforce Developer/Administrator
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Jan 2019 - Present
Overview - Sterlingrisk uses both Salesforce Classic and Salesforce Lightning. The partner community uses Salesforce Classic, while Sterlingrisk's non-Partner Community is transitioning to Salesforce Lightning. Initial 2+years 80% development work: building the partner community portal The partner community is the company’s vault containing all client’s insurance certificates, claims, incidents and litigation information. A combination of Process Builder, Flow, Apex and SafetyNet notifications are used to keep the client’s insurance certificates updated with automatic emails to insurers covering initial certificates, renewals and out of compliance. * Tasked with building a Salesforce application for airline clients covering the acquisition, disposition and movement of thousands of airplanes. This includes using Demand Tools, Power Query and Power BI. • Tasked with adding a new major account with over 2,000 locations into SafetyNet. • Tasked with adding 30+ existing large clients to SafetyNet, including developing user documentation and providing client training. The Following 3 years 50% Implementing Salesforce Lighting and 50% Loading clients into SafetyNet * Tasks with converting the non-Partner Community Portal portion of the business from Salesforce Classic to Salesforce Lightning. This includes the analysis and modifications of Salesforce Classic features including queues, profiles, buttons ,along with the development of Salesforce Lightning app components. The conversion to Salesforce Lightning is by grouped profiles - inside sales, producers and marketing. * Tasked with building out SafetyNet. Close to 50 clients with thousands of certifications now encompass SafetyNet. * Tasked with converting the producer profile accounts, opportunities and activities into lighting. * Tasked with testing the outlook add-on into Lightning. Show less
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Zeitz Foundation
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New York
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President
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Jan 2002 - Present
I am the President of a family charity focused on funding cultural institutions. I collaborate with family board members on investment and contribution decisions. Cultural institutions that receive our support include the Brooklyn Botanical Gardens, Brooklyn Academy of Music, Brooklyn Museum, New York Botanical Gardens, Lincoln Center, Old Westbury Gardens, Planting Fields Arboretum and North Shore Land Alliance. * Tasked with converting from an excel spreadsheet environment to Salesforce Lighting. The organization has 5 remote users - all with access to Salesforce Lightning depending on their profile restrictions. Developed all Salesforce Lightning pages, loaded all excel prior data covering the past 3 years, created budget vs. distribution tracking by director and established a link with our bank for check distribution.. * Tasked with the development of user documentation and director training. Show less
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Joseph Rosenthal CPA
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Great Neck, NY
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Salesforce Consulant
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Jun 2018 - Dec 2018
Non-Profit Industry. Converted the Salesforce classic to Salesforce lightning. This involved creating customized lightning page layouts and tailoring each user profile to the respective lightning page layout. Non-Profit Industry. Converted the Salesforce classic to Salesforce lightning. This involved creating customized lightning page layouts and tailoring each user profile to the respective lightning page layout.
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RegenLab USA
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Greater New York City Area
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Salesforce Technical Architect and Director of Financial Systems
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Sep 2017 - May 2018
Tasked with creating a Salesforce biotechnology pharma order platform using Authorize.net for payments, creating of Salesforce partner community for the 1099 reps, updating the current website to integrate with Salesforce, feeding Salesforce order information to the UPS distribution warehouse using sFTP protocols. The three key building block components involved 1) transitioning the customer database and order details from Volusion to Salesforce; 2) implementing Avalara to capture and file sales tax returns and 3) transitioning the order fulfillment from TAGG Logistics to UPS. Dashboards have been created for the management team and regional reps. Salesforce reporting is used to identify monthly commission payments to the regional managers and the 1099 reps. Whatfix step to step training software is being developed to train current and future Salesforce users. Additional software includes Apsona, Avalara, DemandTools, DataLoader.io, MapAnywhere, Conga Composer and Vision-e business card software. Quickbooks desktop pro 2014 has been upgraded to Quickbooks desktop premier plus 2018 and transitioned to a Intuit hosted platform (Right Network). Autofy software has been customized and configured to connect Quickbooks with Salesforce on a daily basis, linking accounts, opportunities and products between the two systems. Concur software has been implemented to capture/approve travel expenses and then feed the expenses into Quickbooks. Checks are printed with laser printers to eliminate manual check writing. A Scrum implementation process using sprints and Trello boards has been used to plan the implementation of all Salesforce features. Show less
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Independent Consultant for: Comtech Telecommunications, The NPD Group
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Great Neck, New York
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Salesforce Architect, Business Analyst, Technical Lead and Project Manager
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Jun 2013 - Aug 2017
TELECOMMUNICATIONS AND DEFENSE In my present consulting role, I collaborated with Management to successfully negotiate Salesforce discounts - resulting in $100,000+ annual cost savings. My initial deployment in a public corporation (9 subsidiaries) consists of standard objects plus Apsona, Conga Composer, Conga Courier, Field Trip, GovWin, Sales Wave and Steelbrick CPQ. I used Apsona's object tabular views which permitted Senior Management to review and adjust bookings, revenue and gross margin data. I designed new Sales Wave dashboards that Senior Management used to review business unit, account and sales leader performance by bookings, gross margin, geography, product, quota and revenue metrics. I converted data from Sugar CRM, Salesforce professional and Excel using a combination of Import2 and Apsona. I also used Dell Boomi to connect Salesforce with CostPoint and Managed 2000 ERP systems. MEDIA As the Salesforce project manager, I implemented the quote to cash functionality between NetSuite and Salesforce. A new product hierarchy with 24,000 active product codes was implemented. I used the Celigo connector to integrate data between the two systems and the Flosum utility was used to transfer all sandbox changes to the production environment. NON-PROFIT As the Salesforce business analyst and project manager, I was responsible for implementing Salesforce using the non-profit starter pack, a branded Napilli community template, iConnect mass email blasts, Knowledge and article management. The Napilli template enabled community cloud users to view featured events, search articles and register for events. In a different engagement, I was brought in as the senior Salesforce Administrator after the initial Salesforce deployment failed. This engagement comprised 1,000 Salesforce user licenses and 100,000 customer community licenses. I identified the initial underlying deployment weaknesses, developed dynamic dashboards and recommended Conga Courier. Show less
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24/7 Media Inc.
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United States
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Advertising Services
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100 - 200 Employee
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Senior Salesforce Administrator
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Jan 2013 - May 2013
• Served as a change agent to remove the custom coding dependency with the implementation of chatter, solutions, workflow approvals, dashboards, opportunity products and customized forecasting with revenue cycle reporting. • Assisted with the Salesforce enterprise edition contract renewal negotiations and obtained a discount that enabled the company to upgrade to the unlimited edition at no additional cost. • Developed a plan to significantly reduce the 81 custom objects, 104 roles, 56 profiles, 30+ record types, 30+ page layouts and over 2,000 unused custom fields. Show less
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Netsmart
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United States
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Software Development
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700 & Above Employee
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Salesforce Administrator
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Jan 2007 - Jan 2013
• Served as a change agent in the custom object development and implementation of proposals, projects, sales orders, maintenance contracts, GP invoices and RFP. • Migration the financial and customer data from three company acquisitions into both Great Plains and Salesforce. • Supervised the collapse of the four Great Plains databases into one database and the subsequent elimination of 30+ Scribe integrations between Great Plains and Salesforce. • Five years Salesforce enterprise level CRM administrator experience for two Salesforce instances (B2B and B2C) involving 500 users. • Achieved a 74% increase in the number of Salesforce users without adding CRM administrative staff. • Developed revenue cycle management reporting with key indicators used for weekly detailed sales manager reviews. These reviews updated the monthly/quarterly sales and revenue forecasts. • Extensive business analysis experience involving board of directors reporting, sales cloud open opportunity review and the reconciliation of Salesforce closed won opportunities to the financial booking report. • Full life-cycle Salesforce implementation experience including the creation of custom objects, custom fields, the use of profiles, role hierarchy, validation rules, workflow rules and approval processes. • Full life-cycle third party implementation of Crystal Reporting for Salesforce, DemandTools, Linvio Payment Connect, Great Plains PDF invoice integration to SharePoint and Nodus credit card processing. Show less
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Education
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1970 - 1974
Franklin & Marshall College
BA, Accounting -
1993 - 1993
Wharton School of Business
Physician Practice Manager, Medical Office Management/Administration
Community
