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Recent Projects

VP Sales and Marketing, Project Manager and Financial Systems Analyst.  Lead sales and marketing efforts aimed at obtaining new clients and expanding relationships with existing clients using SaaS based systems. Sold and delivered services for NetSuite, Acumatica and Salesforce implementations and enhancements.  Implementation included  ERP, CRM, eCommerce configuration, report design, data conversion of legacy Sage and Salesforce systems, requirements definition, SOW negotiation and validation as well as systems testing.  Project planning using Microsoft Project.   In addition, managed consultant activities and scheduling.  Implemented and tested Avatax and other partners.

SaaS Sales and Implementation


Technical Business Systems Analyst. Consulted with PNC Bank  on a custom shadow accounting system implementation project.   Worked with business and technical staff as well as management to develop and refine requirements,  troubleshoot design, test planning and testing of the custom accounting system using SQL.  Also researched and obtained a thorough understanding of acquired and non-accrual loan accounting policy and servicing systems.

Loan Accounting System


Business Analyst. Consulted with Fannie Mae, conducted  a thorough needs assessment, including data analysis using SAS, advised private label securities group on reporting design, metrics and reporting formats by conducting fact finding interviews with management and operations staff to understand and document process flows for the forensic underwriting team.   Used Tableau to link data sets and create sample reports for management.  Conducted UAT on forensic underwriting system.  Provided advice and research for proposed implementation of based application.

Project Manager, Data Analyst and Business Analyst. Advised senior FDIC management and IT Teams to understand data integrity issues, devised and implemented strategies to correct issues, implemented Business Objects data mart, validated Star Schema design,  provided data analysis using SAS and SAS Enterprise Guide, SQL, Tableau and heat mapping software to provide analysis and reporting.  Designed and provided user training and documentation to analysis staff for Business Objects.  Linked data sets then created reports and dashboards using Tableau.

BI and DW Implementation


Sales Force & Reporting


ERP & Processes


JDE Enhancement


Business Analyst and Project Manager. Consulted with Virtustream, Inc, a small cloud computing company, providing analysis and implementation of business processes to streamline invoicing, sales orders, contracts and collections.  Also, managed project and revenue aspects of the month end close process to ensure a timely and accurate close.  Developed  and implemented systems for project entry, hardware/software purchasing and project budgeting.  Designed and provided management reporting using Microsoft Dynamics and Microsoft CRM.

Business Process Analyst. Consulted for EMCOR, Inc., a mid-size government services firm, providing business process and analysis of bank reconciliation process.  Began implementation of automated bank reconciliation process in JD Edwards and assisted with general accounting management and processes.

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