Experience

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  Soleo Health

  • Charleston, South Carolina Metropolitan Area

  • Business Solutions Architect

    • Sep 2022 - Present
    • Charleston, South Carolina Metropolitan Area

    Manage training and support for business applications. Analyze business requirements and identify opportunities for process improvement. Research, identify and implement software applications which will enhance operations based on collaborative efforts across the organization.

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  Unanet

  • Charleston, South Carolina Metropolitan Area

  • Senior Consultant

    • Sep 2021 - Sep 2022
    • Charleston, South Carolina Metropolitan Area

    Work with Enterprise customers implementing Unanet A/E ERP (Enterprise Resource Planning) software.

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  Spectrotel

  • Charleston, South Carolina Metropolitan Area

  • Senior Consultant

    • Jun 2021 - Jul 2021
    • Charleston, South Carolina Metropolitan Area

    Ensure smooth transition of Matrix-IBS responsibilities to new owner (Spectrotel purchased Managed Services assets from Matrix-IBS).

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  Matrix IBS

  • Charleston, South Carolina Metropolitan Area

  • Director of Project Management & Customer Relationship Manager

    • Jul 2013 - May 2021
    • Charleston, South Carolina Metropolitan Area

    Lead and oversee a wide array of customer SaaS IT implementations (TCV up to $5M) and internal projects applying proven project management methodologies to coordinate all requirements gathering, planning, implementation, testing, and documentation activities. Ensure strong project communications...

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  RedPrairie

  • Charleston, South Carolina Metropolitan Area

  • Training Manager

    • Jan 2011 - Dec 2012
    • Charleston, South Carolina Metropolitan Area

    Responsible for departmental financial processes including forecasting and billing. Part of team responsible for Project Manager On-Boarding Program including assisting in program development and teaching Project Management classes. Acted as Resource Manager planning resource availability and a...

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  Shippers Commonwealth

  • Charleston, South Carolina Area

  • Shippers Commonwealth, CFO and Commerce Director

    • Dec 2006 - Dec 2010
    • Charleston, South Carolina Area

    Assisted CEO with all aspects of SaaS technology company to drive sales growth by 66% and managed business to financial performance of 30%+ net pre-tax earnings, >4:1 current ratio, strong balance sheet and excellent credit rating. Key duties include finance, accounting, budgeting, cash flow...

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  Southern Tank Transport, Inc

  • Charleston, South Carolina Metropolitan Area

  • Director of Finance and Administration

    • Apr 2002 - Oct 2006
    • Charleston, South Carolina Metropolitan Area

    Manage month-end closing and prepare financial statements as well as financial and cash flow projections. Review financial results with Board of Directors. Developed new processes and reports to improve internal operations and to meet lender requirements, including loan covenants. Located vendo...

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  Robert Half International

  • Los Angeles Metropolitan Area

  • District Administrative Manager

    • Oct 1995 - Apr 2002
    • Los Angeles Metropolitan Area

    Manage daily operations for 20 SoCal branch offices encompassing a scope ranging from financial and legal challenges to administrative and human resources related isues. Establish systems and procedures to assure service efficiency and timeliness. Project manage the opening and relocation of 5...

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  Service Station Computer Systems Inc

  • Salinas, California, United States

  • Director of Operations

    • Oct 1994 - Oct 1995
    • Salinas, California, United States

    Established new sales and accounting procedures, responsible for all accounting and human resource functions, oversaw opening of new office and corporate training center, provided implementation training for Mobil Oil in Guam, and involved in trade show events.

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  ACS Consulting

  • Honolulu, Hawaii

  • President

    • 1992 - 1994
    • Honolulu, Hawaii

    M*A*S 90 Evolution/2 and Service Station Computer Systems authorized reseller, provided accounting software consulting, trained and consulted with Mobil Oil and other service station clients to assure the software met and exceeded their special needs.

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  Alaska Pacific Ventures

  • Honolulu, Hawaii

  • Controller

    • 1991 - 1992
    • Honolulu, Hawaii

    Responsible for all internal accounting and tax needs of approximately 50 family owned companies. Assisted with company's computers and cash register systems. Operations included shopping center management companies, HUD residential apartments, a tourist attractions, and an alarm company.

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  PwC

  • Honolulu, Hawaii

  • Tax Manager

    • 1987 - 1991
    • Honolulu, Hawaii

    Supervised staff accountants and reviewed tax returns, audit work papers and tax accruals. Established internship program and processes to prepare and print tax returns in house.

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  Whitley Penn

  • Fort Worth, Texas

  • Senior Accountant

    • 1983 - 1987
    • Fort Worth, Texas

    Reviewed tax returns, supervised company software and hardware implementation, developed billing, time management, and other administrative worksheets.