Belmar, New Jersey, United States
CPA with a core focus on strategic technology initiatives, automation, and operational excellence.
-Strategy, implementation, and ongoing optimization of core enterprise systems supporting finance, data, and operations. -Oversight of day to day administration as well as large scale transformation initiatives in NetSuite. -End-to-end implementations of Snowflake, Sigma, Matillion, Workato, and Kyriba, including solution design, data architecture, integrations, ETL pipelines, and user adoption. -Large, cross-functional initiatives spanning system integrations, process automation, financial reporting, internal controls, and risk management, partnering closely with Finance, Operations, and Leadership. -Architect and maintain scalable, reliable data and automation frameworks that improve data quality, reduce manual effort, and enable timely, actionable insights. -Ensure systems and processes meet audit, compliance, and control requirements while supporting business growth and operational agility. -Manage the global IT budget, forecasting spend, prioritizing investments, and ensuring strong financial governance and ROI. -Lead and maintain strategic partnerships with key technology vendors and consulting partners, overseeing vendor selection, contract negotiation, delivery quality, and ongoing performance. -Deployment of generative AI capabilities to augment business operations.
I led a team of cross-functional finance and technology experts whose aim was to optimize operations, data, and critical business applications: -Quote to Cash Transformation -Global Procurement -ERP Architecture & Administration -Integration Architecture & Development -Internal Control Architecture -GTM Optimization & Support -Workato Center of Excellence (Decentralized Citizen Development) -Finance/Accounting Operations & Functional Support -ASC 606 Compliance -Product Licensing & Order Management -Global Employee Travel & Expense -Data Best Practice Oversight & Stewardship -FedRAMP Compliance
Implemented the following applications/processes: -NetSuite -NetSuite ARM (606) -Avalara -Adaptive -Xactly -TripActions/Navan -Celigo -Floqast -Order Management -Automated Billing -Automated HC Allocation -SOX Audit Readiness Framework
End to End NetSuite Implementation NetSuite Best Practices and Guidance Ongoing Support Internal Control Design and Management SOX Compliance ASC 606 Compliance Subscription Billing Management and Automation Third Party Integration Support Business Process Analysis NetSuite Customization SuiteFlow SuiteBuilder Advanced Revenue Management Electronic Payments & Advanced Electronic Payments Dynamic Cost Allocation Statistical Accounting Report Builder Saved Searches SuiteAnalytics Workbook Dashboard Management Customer Support Data Migration General Configuration User Training and Education
NetSuite Administrator, Finance Specialist, Functional Consultant, Client Support, NetSuite Training, Project Management NetSuite Specialties: SuiteFlow SuiteBuilder Custom Records Advanced Revenue Management Fixed Asset Management H2H Electronic Payments Saved Searches Financial Reports Tax Audit Files ASC 606 Compliance Statistical Accounting Cost Allocation Third Party Integration Management Bundle Experience: Electronic Payments (H2H) Software Vertical Contract Renewals International Tax Reports Tax Audit Files AvidxChange Mineral Tree Expensify Blissfully Adaptive Avatax OneWorld Celigo Fixed Asset Management Solution 7
Company NetSuite administrator. Designing and maintaining financial and non-financial systems within NetSuite for general employee use. Managing internal support for company NetSuite users. Handling change management within NetSuite environment along with extensive audit trail. NetSuite Specialties: SuiteFlow SuiteBuilder Custom Records Advanced Revenue Management Fixed Asset Management H2H Electronic Payments Financial Reporting Saved Searches GRC Best Practices Custom Reports Tax Audit Files ASC 606 Compliance LATAM Accounting Compliance Statistical Accounting Cost Allocation Third Party Integration Management Concur Administrator Avatax Administrator LeaseQuery Administrator Cybersource Administrator