Experience

The Master Teacher, Inc.
• Education Administration Programs
• 1 - 100 Employee
• Finance Manager

  • Oct 2021 - Present


SE2, LLC

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Business Advisor

  • Feb 2019 - Oct 2021

  • Finance SME within multi-functional senior level technology team translating client objectives into deliverable solution within SE2 solution framework• Facilitate client solution planning on new product initiatives and coordinate estimation of deliverables – 10K to 20K hour development projects • Assist and mentor business analysts (5+) on client team to meet estimation and deliverable requirements• Outline and oversee dependencies between functional areas of Operations and Technology teams • Facilitate dissemination of information and identification of scope changes among IT staff Show less

• Finance Director

  • Mar 2016 - Feb 2019

  • Direct 2 teams – Onshore and Offshore – supervisory, mentoring, counseling, performance reviews• Reduced full time staff through improved retention, reorganization, training, process improvements• Achieved reduction of outstanding items by 40%, reduced required manual accounting• Administer 15 clients, 37 unique companies, 277 account reconciliations, 8000+ active items• Day to day IT troubleshooting as well as system improvements• Coordinate with internal/external clients for problem resolution and improvements• Monitor processes to ensure audit and controls compliance and fulfillment of client requirements Show less

• Subject Matter Expert - System Delivery Accountant

  • Aug 2006 - Mar 2016

  • Conducted calls with SE2 clients for Finance track – definition, implementation and run-mode• Created test plans as well as execute and reviewed test results– implemented or recommended course of action• Prepared estimates for conversions or production support items, monitored billable hours• Provided technical/subject matter support to team members, IT, other user groups• Participated in sprint planning with CRMs (Customer Relationship Managers) -Agile Methodology • Developed new client and production tools/resources to meet requirements and improve transition • Executed and performed outreach to Operational/Technology departments to ensure communications and testing completed for new developments based on current production procedures Show less



Farm Bureau Financial Services

• United States
• Insurance
• 700 & Above Employee

• Lead Business Solutions Quality Assurance Manager

  • Feb 2003 - Aug 2006

  • Built and supervised Quality Assurance Department 6) – including performance evaluations, hiring and training• Developed business requirements for commercial line products based on resources available• Facilitated discussions to determine business requirements• Conducted and participated in teleconferences with offsite subject matter experts and technical staff• Reviewed and developed test plans, conditions and cases for a reasonable test bed. Determined testing schedules based on priorities and resource availability• Monitored defect resolution and testing Show less

• System Analyst

  • Jul 1995 - Jan 2003

  • Managed projects ranging from one month to two years involving multiple developers and users• Defined scope and developed requirements for changes to support enhanced insurance products• Prepared multi-year cost benefit analysis• Coordinated and monitored project progress• Managed change control• Developed and executed test plans for new insurance programs and process improvements• Published documentation and trained user groups at all levels of the company