Senior Consultant, CFO Technology

• Aug 2021 - Present

Formerly Senior consultant at ABACI, now an Accordion company. Formerly Senior consultant at ABACI, now an Accordion company.

NetSuite Consultant

• Mar 2021 - Aug 2021

Staff Consultant

• Jul 2019 - Feb 2021

• Acted as lead functional consultant on multiple full-cycle ERP implementations for customers across industries including Manufacturing, Wholesale & Distribution and Restaurants & Hospitality. • Implemented and managed multiple projects across both product and services industries to deliver support through leading practice process walkthroughs to customers. • Led clients across multiple industries to successfully go live on NetSuite while balancing 16 projects at one time. • Migrated… Show more • Acted as lead functional consultant on multiple full-cycle ERP implementations for customers across industries including Manufacturing, Wholesale & Distribution and Restaurants & Hospitality. • Implemented and managed multiple projects across both product and services industries to deliver support through leading practice process walkthroughs to customers. • Led clients across multiple industries to successfully go live on NetSuite while balancing 16 projects at one time. • Migrated over 500,000 lines of data by assisting clients with cleansing and properly migrating data over to NetSuite standard and custom records. • Served as a functional architect for advanced reports, business process automation and 3rd party integrations. • Worked directly with clients to determine the proper solutions to enable them to successfully operate using both out of the box and fully customized NetSuite functionality. Show less • Acted as lead functional consultant on multiple full-cycle ERP implementations for customers across industries including Manufacturing, Wholesale & Distribution and Restaurants & Hospitality. • Implemented and managed multiple projects across both product and services industries to deliver support through leading practice process walkthroughs to customers. • Led clients across multiple industries to successfully go live on NetSuite while balancing 16 projects at one time. • Migrated… Show more • Acted as lead functional consultant on multiple full-cycle ERP implementations for customers across industries including Manufacturing, Wholesale & Distribution and Restaurants & Hospitality. • Implemented and managed multiple projects across both product and services industries to deliver support through leading practice process walkthroughs to customers. • Led clients across multiple industries to successfully go live on NetSuite while balancing 16 projects at one time. • Migrated over 500,000 lines of data by assisting clients with cleansing and properly migrating data over to NetSuite standard and custom records. • Served as a functional architect for advanced reports, business process automation and 3rd party integrations. • Worked directly with clients to determine the proper solutions to enable them to successfully operate using both out of the box and fully customized NetSuite functionality. Show less

Securities Research Summer Analyst

• Jun 2018 - Aug 2018

Supported a team of analysts and associates with research by conducting due diligence on potential investments across a broad range of companies and tracking market sentiment. Projects include: o Assembled a refreshable red flag template in order to simplify the research team’s investment decisions. o Collaborated with a team to gather and analyze industry data across emerging and developed markets to build financial models in order to assess relative valuations compared to the MSCI… Show more Supported a team of analysts and associates with research by conducting due diligence on potential investments across a broad range of companies and tracking market sentiment. Projects include: o Assembled a refreshable red flag template in order to simplify the research team’s investment decisions. o Collaborated with a team to gather and analyze industry data across emerging and developed markets to build financial models in order to assess relative valuations compared to the MSCI World Benchmark. o Conducted research for, prepared and presented a 30 slide oil and gas industry primer to the research team covering macro trends, industry drivers, and future outlook for the oil and gas industry. o Created bespoke non-holdings reports for clients using top-down industry analysis, then formulated bull and bear recommendations based on companies’ specific financial and operational performance. • Updated financial models using dynamic FDS and FQL code in order to make the team’s research more efficient. • Utilized Microsoft Excel and Word, Bloomberg, and FactSet to gather information for, and complete projects. Show less Supported a team of analysts and associates with research by conducting due diligence on potential investments across a broad range of companies and tracking market sentiment. Projects include: o Assembled a refreshable red flag template in order to simplify the research team’s investment decisions. o Collaborated with a team to gather and analyze industry data across emerging and developed markets to build financial models in order to assess relative valuations compared to the MSCI… Show more Supported a team of analysts and associates with research by conducting due diligence on potential investments across a broad range of companies and tracking market sentiment. Projects include: o Assembled a refreshable red flag template in order to simplify the research team’s investment decisions. o Collaborated with a team to gather and analyze industry data across emerging and developed markets to build financial models in order to assess relative valuations compared to the MSCI World Benchmark. o Conducted research for, prepared and presented a 30 slide oil and gas industry primer to the research team covering macro trends, industry drivers, and future outlook for the oil and gas industry. o Created bespoke non-holdings reports for clients using top-down industry analysis, then formulated bull and bear recommendations based on companies’ specific financial and operational performance. • Updated financial models using dynamic FDS and FQL code in order to make the team’s research more efficient. • Utilized Microsoft Excel and Word, Bloomberg, and FactSet to gather information for, and complete projects. Show less

Financial Representative Intern

• Jun 2017 - Dec 2017

Director Of Public Relations - Propensity Consulting

• Oct 2016 - May 2017

•Advised the client on the best way to let the public know about prospective changes to the company. •Reported back to the team about the overall progress of the project. •Advised the client on the best way to let the public know about prospective changes to the company. •Reported back to the team about the overall progress of the project.

Will Call Intern (U.S. Open)

• Jun 2016 - Jun 2016

Assist the volunteers especially during morning hours, which are the busiest Analyze, edit, and maintain ticket databases Maintain telephone communications with all Will Call trailers and various admission gates Operate and scrutinize Consumer Database to assist customers with needs and to keep ticket sales running smoothly Regularly pick up envelopes from Will Call boxes that are at different locations throughout the course Answer phone calls received at Will Call from… Show more Assist the volunteers especially during morning hours, which are the busiest Analyze, edit, and maintain ticket databases Maintain telephone communications with all Will Call trailers and various admission gates Operate and scrutinize Consumer Database to assist customers with needs and to keep ticket sales running smoothly Regularly pick up envelopes from Will Call boxes that are at different locations throughout the course Answer phone calls received at Will Call from spectators regarding questions Maintain good rapport with volunteers as well as all spectators. Show less Assist the volunteers especially during morning hours, which are the busiest Analyze, edit, and maintain ticket databases Maintain telephone communications with all Will Call trailers and various admission gates Operate and scrutinize Consumer Database to assist customers with needs and to keep ticket sales running smoothly Regularly pick up envelopes from Will Call boxes that are at different locations throughout the course Answer phone calls received at Will Call from… Show more Assist the volunteers especially during morning hours, which are the busiest Analyze, edit, and maintain ticket databases Maintain telephone communications with all Will Call trailers and various admission gates Operate and scrutinize Consumer Database to assist customers with needs and to keep ticket sales running smoothly Regularly pick up envelopes from Will Call boxes that are at different locations throughout the course Answer phone calls received at Will Call from spectators regarding questions Maintain good rapport with volunteers as well as all spectators. Show less

Caddie

• May 2012 - Aug 2015