• Achieved a 5 hour/week savings by automating 30% of transaction processing with rules, recurring bills, customer invoice reminders, autopay, and custom reports in QuickBooks Online.• Designed and built SharePoint sites for Accounting, Human Resources, Onboarding, Executive Team, and Company Backoffice including all pages, lists, document libraries, backend automation, and security.• Implemented efficient time tracking and payroll processing systems improving operational efficiency and accurate invoicing of clients with a 25% reduction in time to receive payment.• Maintained and optimized all financial books including AR, AP, and GL. Also reviewed open account balances over prior 2 years to identify and resolve over a dozen discrepancies from prior bookkeeper. • Developed and generated comprehensive financial and staffing reports, including cash flow projections, multiple custom profit and loss statements, and class-based reporting by location, consultant, and area.

Consulting business currently focused on Microsoft D365 Finance and Operations, Wedding planning, and Travel planning. Experience with D365 Supply chain management, retail, distribution, and planning modules. Experienced in wedding planning and coordination including functions of officiating, photography, day of operations, and arrangements. Experienced travel planning with finding the best rates for flights, hotels, and local sights with a focus on food, culture, and adventure experiences.

• Provided subject matter expertise on Ben Bridge Jeweler processes based on 14 years of employment experience at BBJ working across the buying, distribution, inventory, audit, and finance departments.• Reduced ticket printing costs by 35% working with the Distribution Manager to design a new hybrid ticket for all jewelry and watches. At which point the new ticket layout was coded and tested using the Zebra Programming Language (ZPL) within the D365 environment utilizing custom fields, formulas, and layouts.• Documented and translated over 1,200 attribute values across 23 attribute fields from the legacy system to D365 and created data migration files for implementation.• Created over 40 Functional Design Documents for reports to be converted from the company’s legacy program IBM AS400 iSeries which utilized Query Designer to their new D365 system. • Created Business Process Flow Models and flowcharts to replicate existing systems using the D365 system along with comprehensive training material with uniform layouts to ensure consistency across departments.• Validated test scripts within D365 Retail, Procurement, Distribution, and Inventory Modules using the DevOps platform and coordinated data migration exports, mapping, and resourcing between systems.

• Worked extensively with Quality Analysis testing team as a SME in areas of Purchasing, Distribution, Product Management, and Inventory/Warehouse modules. • Served as lead of 4-person team using the Regression Suite Automation Tool (RSAT) writing and executing test cases for data validation, notification validation, use of variables, and timing. • Developed more than 120 test cases using Task Recorder in the present indicative tense to facilitate easy translation into 15 other languages for client locations, ensuring execution of test plans and cycles.• Created over 20 work instruction documents with various iterations for QA team including setup of operating systems, applications, test creation, team communication, and test execution.• Worked within strict time management and documentation regulations from the FDA.

Led cross-functional teams in gap/fit analysis and defining business requirements for Purchasing, Distribution, Product Management, and Inventory/Warehouse modules.Documented and verified test plans and scripts across D365 Retail, Procurement, Distribution, and Inventory modules using DevOps.Conducted unit and regression testing, including edge cases, throughout Phase 1 and 2 implementations, employing various testing methodologies and designing end-to-end testing layouts.Directed and trained ‘power users’ in Operations departments, creating comprehensive training documentation.Developed innovative solutions, managed expectations, and fostered user adoption of new features, maintaining strong business relationships.Planned and executed multiple SIT and UAT stages within Agile and waterfall methodologies, ensuring timely completion.Successfully launched the Finance D365 module in year 2 with minimal post-launch support required.

Collaborate with Merchandise Buyers and VP of Merchandise on planning, inventory balancing, sales projections, and special projects, utilizing expertise in Open-to-Buy, key item planning, and assortment planning.Manage Auto-Reorder products, overseeing supply chain from vendor to shipping, ensuring timely and defect-free arrivals, and optimizing efficiency to reduce procurement costs by 10% for 2,000+ unique items.Develop quarterly and yearly sales and inventory projections, forecast in-season sales, and execute merchandise plans down to category and class levels to meet sales, gross margin, and inventory turn goals.Led annual inventories across 60+ locations, achieving 0.1% inventory discrepancy rate and managing counts up to 6,000 units, collaborating closely with Inventory Department.Analyze historical data and current trends to identify risks and opportunities by department and category, enhancing data analysis strategies and automating reporting for sales forecasting and vendor needs.Collaborate with vendors to align future sales with product opportunities, evaluate Open-to-Buy decisions based on market fluctuations, and conduct Ad Hoc inventory, sales, and financial analysis.Proficient in IBM AS400 iSeries, including macro coding & data structures, and MSFT suite, facilitating effective communication between departments to achieve corporate goals.

Implemented new jewelry lines across 73 stores ensuring correct timing with marketing promotions and coordination with the Distribution department.Developed and ran monthly and yearly reports for the Bridal Buyer and Loose Diamond Buyer.Traveled to jewelry shows to work directly with vendors and the Bridal Buyer to choose merchandise to future seasons and build client relationships.Excelled in training new Store Service associates for multiple departments.Processed customer returns and worked with the Inventory Control department to help identify gaps in inventory tracking to develop rigorous processes.Conducted detailed research for high-priority customers with unique requests.Managed daily correspondence with global vendors to maintain positive relationships.Followed up with store Associates and Managers to ensure high-level customer service standards at Ben Bridge.

As the primary contact for 14 locations across Colorado, Minnesota, Arizona, and Oregon I supported over 150 store sales associates and my role included:Overseeing end-to-end order processing from placing, tracking, receiving, ticketing, and distributing.Managing associate and vendor interactions to ensure confidentiality.Processing customer inquiries, orders, product transfers, and custom requests.Monitoring vendor operations for adherence to deadlines, cost-effectiveness, quality standards, and customer satisfaction while also introducing new vendor programs and order management systems.I also excelled in training associates, fostering their skills, and contributing to their promotion to higher positions. After 1 year I convinced management to incorporate my streamlined filing system which was quickly adopted across multiple departments for improved efficiency.During this time I also took distance education courses to obtain my Accredited Jewelry Professional, Graduate Diamonds, Graduate Colored Stones, Graduate Jeweler, Graduate Pearls, and eventually the esteemed Graduate Gemologist diploma.

• Leveraged strong product knowledge and customer service skills to support the store in achieving monthly sales goals consistently and drive revenue.• Assisted in closing procedures, including cash reconciliation and end-of-day routines to ensure accurate accounting of daily sales and inventory. • Utilized expertise as a Graduate Gemologist to educate customers and sales associates on intricacies of jewelry characteristics, gemstones, and quality standards, enhancing customer confidence and satisfaction. • Contributed to inventory management and merchandising efforts, maintaining visual standards and ensuring accurate stock levels to meet customer demand.

Managed 4-8 cashiers, 20-60 volunteers per day, and up to 12,000 customers daily at Kirkland Uncorked, Fremont Oktoberfest, and Seattle Scotch and Beer Fest.Trained volunteers and staff to ensure smooth operations and exceptional customer service.Handled register errors and resolved customer complaints to enhance event enjoyment and success.Oversaw distribution of merchandise and coordinated with security to ensure compliance with local ordinances and manage challenging situations.Contributed to the growth and record-breaking success of events, participating in smaller events throughout the year.Demonstrated passion and dedication to event management, evident in the successful execution of each event.