▪ Engage stakeholders to craft product strategy and roadmap for D365 F&O for Conservation business unit.▪ Manage primary team of 5 to deliver product designs for Grants, Federal Matching Funds, Project.▪ Management & Accounting, Credit and Collections, Accounts Receivable, Accounts Payable, and Procurement modules.▪ Utilize JIRA to support operations for 100+ users across Conservation, Accounting, and Development, employing both Waterfall and Agile project management methodologies.▪ Engage cross functional staff of 70 to drive adoption through training and support.

▪ Managed General Ledger Change Management program.▪ Identified opportunities for system and process improvement in general ledger operations.▪ Engaged D365 and Business Intelligence groups to improve P2P data access to drive towards strategic goal of a 5-day close.▪ Supported FP&A budgeting process as accounting subject matter expert across 11 departments and 103 cost centers.▪ Processed reconciliations and journal entries to drive close of general ledger for accruals and prepayments.

▪ Lead team of 15 multidisciplinary subject matter experts to implement Microsoft D365 Finance & Operations and Human Resources modules.▪ Teamed with executive sponsor on organizational change management and project strategy to maintain executive and operational engagement for 24-month project.▪ Implemented modules included General Ledger, Cash, Bank & Tax, Sales, AR, AP, Project, Inventory (warehouse, project), MES, MRP, and PLM integrations, ISV To-Increase (Project Management, Product Information Management, and Connectivity Studio “BIS” (API)▪ Collaborated with third-party integrator on change management, product delivery and technical decision-making to limit scope to only 40% customization.▪ Served as financial subject matter expert to the Microsoft D365 implementation team to achieve only 10% customization in the GL, AP and Cash Bank and Tax modules.▪ Liaised with Microsoft FastTrack team to ensure effective planning efforts and implementation execution.

▪ Lead team of 9 across Accounting, A/P, A/R, & Payroll.▪ Built partnerships with Chief of Staff and Engineering groups to provide comprehensive business analysis by combining people and financial data.▪ Created a culture of continuous improvement by encouraging “Why?” regarding status quo.▪ Drove financial planning and analysis cycles to incentivize engagement and inform management decision making.▪ Maintained rolling data model of historical capacity and cash to inform corporate strategy using Power BI. ▪ Managed annual tax preparation engagement, including tax planning, strategy, and audit.▪ Advised management to implement Microsoft D365 ERP.▪ Acted as accounting liaison with internal and external stakeholders.▪ Reported directly to President, CEO.

▪ Provided management with timely, accurate and relevant financial statements.▪ Improved monthly close process from 2 months to 3 weeks.▪ Reorganized ERP GL structure to improve relevance of management reporting.▪ Developed and apply ad-hoc reporting to assist Engineering Project Managers.▪ Responsible for, monthly-end close, treasury, compliance, and insurance.▪ Performed full accounting process, transaction analysis, posting, trial balance, adjustments, and intercompany reconciliations.▪ Acted as accounting liaison with internal and external stakeholders.▪ Analyzed project and intellectual property contracts for compliance.

▪ Prepared tax filings for Individual, Corporate, Estate, Trust, and Nonprofit entities.▪ Provided tax planning and analysis.▪ Maintained accounting and compliance for multiple entities concurrently.▪ Performed full accounting process, transaction analysis, posting, trial balance, adjustments, and financial statements.▪ Assisted with preparation of ad hoc reports and personal financial statements.▪ Managed company information technology.