Project Manager/Business Analyst (PMBA)

• Dec 2022 - Present

Citizen Developer Program within Sasser Family Companies

• Jun 2021 - Present

Work closely with the IT department by being involved in the Application Development efforts of the business needs of Xced while utilizing my current role of Business Process Analyst Work closely with the IT department by being involved in the Application Development efforts of the business needs of Xced while utilizing my current role of Business Process Analyst

Business Process Analyst

• May 2019 - Dec 2022

System Implementations Equipment 360 SuperTRUMP Pricing Tool Salesforce System Updates LeaseWave LeaseWave Serve as the LeaseWave Subject Matter Expert Coordinate the LeaseWave upgrades Coordinating Testing of Patches Tested and implemented Project Update, Product Update and over 100 Code Fixes Coordinate with Vendor Managing of Jira tickets Successfully closed and resolved 80% of 2021 JIRA tickets Successfully resolved 55% of asset issues in 2021 Analyzing Questions from the Team Equipment 360 Manage the Implementation of the E360 System Train Operations Staff Customize E360 to fit the teams needs Process Improvements Validate data from LeaseWave to E360 Develop Process Mapping in Salesforce for Collaboration Salesforce Established the processes within Salesforce NBV Requests Collections Equipment Returns Inventory cases Accounts Receivable Inventory Quoting Create reports within Salesforce eliminating Manual Excel Reports Create views within Salesforce Integrate Inventory into Salesforce daily SuperTRUMP Worked closely with IT and Business Stakeholders to implement the Pricing Tool within Salesforce Collected requirements and communicated with the vendor Designed the system to meet Xcēd’ s needs Created processes with the Sales Team to eliminate several manual Excel sheets Analyzed Salesforce, created fields on objects so that the two systems were able to integrate data back and forth Worked closely with Vice President of Finance to ensure that the results the system generated were accurate & met Xcēd’ s needs. Trained Sales Team Created reports for Finance Team & Sales Team Telematics Project Manager for ongoing POC Communicate with Vendors Lead Team in Weekly Meetings with Vendors Lead Internal Team Meetings Communicate with Key Stakeholders Review and analyze all systems Track Costs of trial Track Installation of equipment Track signals being received Collaborate with Xcēd Team Manage Weekly Sprint Meetings Collaborate with Key Stakeholders Show less

Senior Accountant

• Nov 2016 - May 2019

Responsible for all aspects of sales tax reporting. Responsible for preparing tax organizers for the US and Canadian entity. Work with outside auditors Manage all assets in the Sage FAS system and run depreciation monthly. Import revenue monthly from the leasing system. Accrue revenue monthly. Responsible for reconciling US and Canadian Bank account daily and closing at month end. Post AR payments and reconcile GL to aging daily for both US and Canadian Companies. Reconcile Prime General Ledger accounts. Manage processing of Accounts Payable. Responsible for financials for the offsite shop and calculating the monthly hourly rate. Assist with month end and year end close. Established Cash Forecasting report using Intacct System. Established Accounts Payable vendor process to ensure receipt of all appropriate paperwork and W9 forms. Implemented Accounts Payable Approval process of offsite invoices. Review unit costs monthly to ensure that costs meet the GAAP Accounting Standards. Manually calculate credit exposure and communicate with sales staff on any credit limit issues. Evaluate and analyze financials for new customers. Evaluate and analyze financials for existing customer’s credit yearly. Prepare write-up for new customers credit. Collaborate with sales staff to help lessen the time frame of credit decisions. Designed credit application and pre-screen form. Collaborate frequently with the Contracts Manager to evaluate the credit risk of all new leases. Verify accuracy of all deals being entered into the leasing system as well as book the deals in the leasing system. Show less

Accounting

• Dec 2015 - Nov 2016

Supervised Accounting Analyst. Worked with CPA to ensure all month end reports are accurate and that all taxes are filed. Performed Bank Reconciliation and reconciled all General Ledger Accounts. Managed Accounts Receivable and Accounts Payable. Reviewed Balance Sheet, Trial Balance and Income Statement from Quickbooks. Provided Management with projections for the month and Year. Researched and Processed all unclaimed Checks. Processed all assets and computed the depreciation. Worked with Customer Service Manager to ensure that all refunds are researched and processed as well as all payments properly applied to the system. Partially overseen company investments; reconciled interest received in Excel spreadsheets. Consistently maintained accuracy in calculating figures and amounts such as discounts, interest, commissions, proportions and percentages. Show less

Accounting Manager/Certification Manager

• 2004 - Nov 2015

Accounting Manager: Reporting to the CFO. Responsible for managing all aspects of accounting functions and oversight of Billing Certification, Accounts Payable and Human Resources departments, as well as 1 Credit Analyst. Implemented system to track all credits awaiting approval to ensure timely resolution for customers, resulting in an improvement in credit processing time from 15 days to 5. Streamlined new customer processing procedure, resulting in a 50% increase in the timeliness of new customer entry. Decreased DSO by an average of 10 days through the establishment of monthly email invoicing system for 95% of customers. Implemented email addresses for all departments, resulting in a 75% improvement of customer response time. Researched and implemented Imagenow (image scanning system), successfully reducing AP processing time and reducing the cost of office supplies. Verified assets in the system with 6 locations to ensure accuracy of reports. Established Accounts Payable vendor process to ensure receipt of all appropriate paperwork, including quality surveys and W9 forms. Generated queries in Great Plains to assist Credit staff with unapplied payments and Billing staff to verify application of Canadian taxes. Established monthly meetings with Sales staff to review credit issues and aging reports. Communicated with CFO and President during Leeco’s acquisition by O’Neal Steel to ensure accuracy of reports provided. Collaborated with the CFO to complete month and year end close of the accounting system. Worked with internal and external auditors. Performed General Ledger accounts, bank and asset system reconciliations. Managed all journal entries utilizing Microsoft Dynamics GP. Input Wires and ACH into banking system and all assets into the asset system. Released orders, approved credit limits and managed cash application. Carried out all payroll processing and benefits administration. Inventoried and ordered all office supplies. Show less

Regional Accountant

• 2001 - 2004

Area Accountant: Reported to the Office Manager. Responsible for handling all accounting functions for 4 facilities, all human resource issues for 230 employees and assisting the Office Manager in daily operations management. Approved of all W-2's and W9's at year end. Coded, processed and closed Accounts Payable and analyzed/closed Accounts Receivable. Performed wire transfers and reconciled cash accounts/balance sheet accounts. Analyzed financial reports and documented any variances. Forecasted numbers on a monthly basis for all managers. Handled all month end reports. Prepared the budget for the next fiscal year and re-forecasted the budget for the current fiscal year. Prepared all manual and recurring journal entries. Compiled and analyzed financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions. Worked with internal auditors. Directed and coordinated activities of employees responsible for accounting and bookkeeping functions. Show less

Foundation Coordinator

• 2001 - 2004

Manager of Foundation Affairs: Reported to the Executive Director. Responsible for managing all aspects of day-to-day activities of the foundation. Managed all Accounts Payable and all Accounts Receivable activities. Provided approval of payroll time cards. Reconciled all bank accounts. Analyzed and created all financial statements for the Executive Director and Board of Directors. Assisted in the preparation of the budget for the next fiscal year. Worked with outside auditors, assisting with audit documentation and preparing audit areas. Show less

Business Manager

• 1997 - 2001

Business Manager: Responsible for assisting the Executive Director in the management of daily operations and managing all Human Resource functions, including payroll for 75 employees. Directed all activities relating to revenue and expense tracking. Ensured all AP invoices were approved by department managers prior to sending out to corporate office. Researched AR issues prior to Membership Director contacting customers regarding open issues. Analyzed all Financial Statements and reported them to the Executive Director and Board of Directors. Assisted in the preparation of the budget. Worked with managers to inform them of monthly revenue and expenses. Supervised an Accounting Clerk and Front Desk staff. Acted as Liaison to Board of Directors and Finance Committee. Served as Interim Executive Director for six months. Show less