West Bloomfield Township, Michigan, United States
With over eight years of experience, my work as a QuickBooks Integrations Specialist at Solera has focused on ensuring seamless accounting system integrations. I specialize in user acceptance testing, data flow analysis, and creating comprehensive onboarding documentation to enhance system performance and user experience. My expertise includes QuickBooks Online integration, data analysis, business analysis, and financial analysis. At Solera, I contribute to cross-functional collaboration by acting as a liaison between teams, stakeholders, and individuals. My objective is to support efficient, data-driven integration processes while ensuring clear communication through detailed project updates and documentation. I am committed to leveraging my skills to deliver impactful solutions that align with organizational goals.
I. UAT QuickBooks Online (QBO) Integration Acting Product Owner A. Project tasks: 1. Testing integration beta versions 2. Providing written reports and documentation regarding testing issues 3. Comprehending location and flow of application data for transfer to QBO 4. Articulating successes, challenges, setbacks, roadblocks, and issues to specified Project Stakeholders (Internal and External) via weekly/monthly Project Updates and scheduled Teams meetings 5. Acting as liaison between various Teams, Stakeholders, and individuals 6. Coordinating/scheduling appointments for integration work 7. Creating all Onboarding ‘How-To’/Specification Documentation 8. Demoing integration 9. Creating training curriculum/documentation 10. Training UAT users 11. Adapting unexpectedly and prioritizing project work II. QuickBooks Integration Specialist (QBIS): Integrate Solera’s One Maaco (OM) body/collision shop management system, iAutoFocus (AF) auto management system, and Direct Shop Elite (DSE) with QuickBooks Desktop (QBD) A. Integration scopes include, but not limited to: 1. Discussing financial reporting needs with shops a. Defining what a respective shop would like to achieve with a QBD integration b. Determining how to leverage the respective integration to the shop’s business needs as much as possible 2. Designing a QBD Chart of Accounts or utilizing a standardized QBD Chart of Accounts 3. Configuring/testing integration 4. Training clients on how the respective integration works 5. Providing support for the integration 6. Providing escalation issue documentation to respective Development Team 7. Testing OM and AF integrations when new annual QBD versions are released for issues/compatibility 8. Creating Internal and External Integration Documentation
*Provided assistance to Level 1 phone agents *Aided in ensuring that policies, procedures, and processes were adhered to *Created account provisioning for the following systems: Oracle iProc; MFG Pro Mx; BES; AS400 *Contributed to phone and email support *Assisted with follow up Team Work que and tickets (ITSM) *Functioned as a member of the desk's Disaster Recovery Team Help Desk LV2 Analyst (December 2016 – July 2017) Help Desk Email Agent (May 2016 – December 2016) Help Desk LV1 Analyst (September 2015 – May 2016)
* Installed, networked, and configured servers based upon client’s Statement of Work * Installed CentOS distribution through KickStart * Ordered and installed standard, wild-card, and multi-domain SSL certificates on client servers through InterWorx and SSH command-line * Renewed client domain services through OpenSRS, InterWorx, and NocWorx
*Introduced to web hosting, engaged with clients remotely; utilized various troubleshooting tools, such as Linux command line; cPanel/WHM; Nagios, and ClamAV; and gained exposure to various technologies, such as Apache, PHP, and SQL. *Provided professional and friendly support consistently via electronic help desk *Troubleshooted and solved a wide range of customer support issues *Researched, navigated, and located answers from webpages and other resources independently
Course focused objectives included: • Graphical installation of Linux • Managing physical storage • Introduction to the command line • Learning how to install and configure local components and services • Establishing network and securing network services • Managing and securing files • Administrating users and groups • Deploying file sharing services • Network configuration and troubleshooting • Managing file systems and logical volumes • Controlling user and file access • Installing and managing services and processes • Essential command line operations • Troubleshooting