Our dedicated team of professionals brings forth a wealth of experience and insight across various sectors, including IT, Healthcare, Pharma, Biotech, Manufacturing, and more, allowing us to stay at the forefront in an ever-evolving job market. Our partner companies, Apexon and Rumba allow us to leverage many resources to meet your needs.

Contract member as a Board of Director focused on startup to small companies as a trusted advisor within business, business process, and Salsforce.com

Conzinity Group is a Service Disabled Veteran Owned Small Business (SDVOSB) and a participant in the Small Business Administration (SBA) 8(a) program. We are a Salesforce.com Silver Consulting Partner and a member of the Salesforce.com Government Partner Program.Develops Financial Planning Strategies helping clients realize cash valuation. Performs Variance Analysis and create mitigation plans to prevent budget shortfalls. Creates efficiency in the Budget Planning Cycle through “AS-IS” assessments and Business Process Improvement. Designs Financial Models to assist Executives in making Strategic and Informed Decisions. Collects, Analyzes, and Interprets Financial Data and Prepares Executive Dashboards within Business Intelligence (BI) solutions.Leads Business Analysis efforts identifying technology solutions that further enhance Business Processes. Creates Process Models to identify gaps, bottlenecks, and other inefficiencies. Identifies, recommends, and implements alternatives to stagnant business processes.

Lead business analyst and solutions architect on a successful, on-time, on-budget Salesforce.com Service Could implementation to over 2,000 internal users. Responsibilities include leading business requirement definition, translation of business requirements into SFDC terminology, and Service Cloud solution design review to ensure business requirement fulfillment. • Actively worked with Systems Integration consultant resources to perform and test extensive Service Could configuration including but not limited to page layouts, profiles, record types, assignment rules, escalation rules, data validation, workflow, standard and custom case and case related objects, web portal, and the Apex Data Loader• Developed end user training materials and served as subject matter expert during training sessions• Lead and developed all aspects of UAT including test plan, test case creation, and had overall responsibility for the coordination and execution of all UAT activities

Responsible for managing all financial applications used to support complex Aerospace Accounting & Finance environment. Serves as the Customer Liaison for Financial Applications providing application support and oversight for critical financial information used in reporting to the Department of Defense, NASA, and other Government agencies. Led the financial application transition from separation to application sustainment building key system processes and operating procedures. Served as the focal point for integration of SAP data into legacy applications.• Analyzed and identified inconsistencies in transactional data being passed from source systems and corrected issues resulting in client receiving award fee from the Government• Assessed Business Process and performed Alternative and Cost Benefit Analysis allowing client to select appropriate alternative that provided most value to the organization• Performed comprehensive Requirements Elicitation process to identify Business and User requirements needed within Financial Applications • Coordinated with US Bank on the timely delivery of credit card transactions resulting in timely posting of transactions into Expense Reporting system

• Lead all aspects of the active daily cash management process and fund cash flows, including projection of cash receipts, expenses, and recommended distributions• Initiated and completed company-wide process improvement initiatives including the rebuilding and automation of the monthly financial package, portfolio management reports, asset management reports, the cash management process, employee time tracking and the overhead expense allocation process

Responsible for managing the preparation, review and consolidation of multiple company business plans including the development of annual operating budgets, forecasts, and long term plans. Managed the preparation of the long term planning process and modeling, including the ability to understand and modify modeling as the dynamics of the various business environments change. Developed dynamic financial models that help drive improved analysis of operational and financial performance. Led the development of all templates, models and schedules to be utilized by functions for forecast/budget submissions• Responsible for reviewing, controlling and reporting the financial results, cost structure and forecasts of the independent companies within Signal Holdings• Developed statistical and financial models to accurately develop sales forecasts, pro forma financials, lifetime value models and cash flow projections for individual projects• Automated processes to ensure timely and accurate completion of the financial forecast• Developed and implemented timely enhancements to accurately and efficiently model noted changes in business practices utilizing advanced software and programming capabilities• Interpreted and Analyzed forecast and actual data for trends, outliers, change in business practices and key business drivers• Performed sensitivity analysis, variance analysis and other financial analysis on forecast and actual data including comparisons to prior forecasts, yearly comparisons, profitability analysis, ratio analysis, return analysis and cash flow analysis

Led financial oversight for all M&A activities in the acquiring of multiple companies. Responsible for overall budget and forecast preparation for the company to include development of tools and preparation of all financials and reports required by senior management. Perform strategic financial analysis, reporting, and systems development for operating and capital projects.• Analyzed and mitigated tedious tasks through the development and implementation of automated VBA developed Excel spreadsheets resulting in streamlining of manual processes• Consolidated sales forecasts, operating and capital budgets into corporate planning model providing Executive Management with a quick snapshot of Financial Position• Created Year-to-Year and Month-to-Month Trend Analysis to enhance Financial Reporting • Developed monthly, quarterly, and annual reports to senior leadership contrasting performance versus prior period and plan creating a easy to understand financial position overtime• Created dynamic pricing models to aid management in selecting appropriate component price targets given a specific customer situation • Conducted trend analysis on key metrics of price, volume, cost, productivity and margins• Developed financial plans, cases, and forecasts for business development proposals including risk scenarios to support key business managers• Analyzed strategic options for company's business, including the evaluation of new business ventures and potential acquisition targets• Served as the Expert for complex third party Microsoft Excel tools used for ad-hoc reporting with data from SAP • Led an in-depth analysis of building a SAP Business Information Warehouse to providing timely access to business information • Served as Technical Lead for corporate process improvement and quality control standards

Responsible for performing complex business and financial analyses involving the assessment of broad business objectives and recommendations. Tracked and analyzed employee chargeable and billable hours to ensure adequate effective hourly rate. Prepared YTD, QTD and current month actual versus budget and actual versus projected revenue variance analyses. Responsible for producing monthly post-close revenue projections based on closing month performance.• Constructed the North America annual revenue budget via unit sales projections, sales value assumptions and assessment of the current backlog • Developed and maintained long term business model for North America revenues and expenses• Provided customized ad-hoc reporting and analysis for various members of the senior management team in order to identify and resolve potential problem areas• Prepared YTD, QTD and current month actual versus budget and actual versus projected revenue variance analyses• Created and distributed a customized detail headcount tracking report to senior management detailing the number, title, category and location of all SMS employees

• Reviewed financial trends within the departments and created ways to reduce costs through the development of efficiencies• Coordinated day-to-day budget activities, quarterly reviews and variance analyses• Reviewed and revise business plan objectives and forecast assumptions• Prepared monthly reports on headcount, operating expenses and capital spending• Conducted financial analysis on proposals and develop project requests which best illustrate the financial consequences of the proposal with all appropriate alternatives indicated and evaluated