Raleigh-Durham-Chapel Hill Area
Experienced ERP Professional adept at business analysis, standardization, solution development, business process improvement, job costing analysis, and margin analysis.
• Guide customers through the implementation lifecycle from kickoff, through discovery, data migration, configuration, training, user acceptance testing (UAT), to Go Live and post Go Live support • Gather and interpret customer business requirements • Provide training and consulting both remote and on-site • Ensure that project deliverables are completed on time; identify issues and risks • Create internal product documentation including project plans, discovery questionnaires, agendas, and training guides • Create customer-facing product documentation including SOPs and instruction guides for complex processes • Review customer business processes to align with best practices • Audit job costing processes to ensure data is being used to maximize efficiency and profitability • Perform data analysis and account reconciliation to ensure financial accuracy and integrity • Drive customer retention (and revenue) with audits/health checks to discover pain points and find actionable solutions • Assist in the creation of new customer offerings – I recently pitched a new customer workshop series which has been deployed • Subject Matter Expert for: Sales Order Entry, Order Processing, Purchasing, Accounts Receivable (AR), Accounts Payable (AP), General Ledger (GL), Cash Management, Job Costing, Financial Reporting/Financial Statements, and Period End Closing Procedures (Subledger reconciliation and balance maintenance) • Current software programs supported: Radius ERP, Open Accounts finance software, Sage Intacct. I also assist with integrations into other financial software programs (SAP, JDE, Acumatica, Sage 100, Microsoft Dynamics Finance, Oracle, Netsuite, and more)
• Guided customers through the implementation lifecycle from kickoff through post Go Live support • Gathered customer requirements, performed business process analysis and configured software • Trained end users on system functionality, data input, daily processing, and reporting individually and through webinars • Created internal train-the-trainer guides • Software programs supported: WinTeam ERP, Kwantek ATS, and EHX Onboarding
• Guided customers through the implementation lifecycle from kickoff through post Go Live support • Conducted onsite Business Environment Analysis meetings to capture customer requirements, business processes, gaps, and pain points • Trained end users on system functionality, data input, daily processing, and reporting • Subject Matter Expert for: Procure-to-Pay (PO and AP), Order-to-Cash (SO and AR), and General Ledger (GL) • Software programs supported: Traverse, ProcessPro Global (Manufacturing ERPs)
• Trained end users on system functionality, data input, daily processing, and reporting individually and at regional workshops • Served as a trusted advisor for customers guiding them through pulling data from their ERP, performing data analysis and validation, using data warehouses and data cubes, and troubleshooting issues • Taught customers to write financial reports and build dashboards • Created and updated training materials • Software programs supported: Jet Reports, Jet Analytics, and Spreadsheet Server (Financial Reporting Software)