Apply knowledge of business and technology to allow for the development of integrated solutions to resolve technical and business issues. Serve as a liaison between internal customers and functional IT departments during the initial phases of development efforts for various business initiatives. Apply structured methodology in the creation of requirements from the business perspective, translated in to easily understood formats that are acted upon by the various technical design and development teams in IT. Following BA principles and accepted methodologies, define the system and functional requirements of technical projects. Define specifications and data models for development efforts and testing. Create detailed test cases and analyze results.

- Focus on security, usability and collaboration, Active Disclosure provides greater efficiency in finance, legal, and investor relations; as well as a better path to create and manage their financial disclosure reports.- Consult and manage clients through a cloud-based solution that streamlines content creation, review, and distribution processes, while improving productivity, governance, and the ultimate quality of all financial reports.- Consult with clients to understand goals and workflow to design a software and process implementation to meet client goals.- Implement and Project manage clients through quarterly and yearly SEC filings (10Q’s, 10K’s. 8K,s, Proxy and Registration Statements).- Applies understanding of client’s business needs in building strong client relationships, monitoring and ensuring client satisfaction, and providing consulting in conjunction with RR Donnelley Sales.- Responsible for partnering with business/user group representatives to understand business processes and underlying informational and/or process automation needs, then translating those needs into formal, documented business requirements following methodologies and processes.

- Performed final XBRL reviews to ensure SEC compliance.- Manage client’s XBRL SEC filings quarterly.- Work with clients to define and implement XBRL mapping and tagging of meta data according to US-GAAP taxonomy and SEC XBRL mandate for public companies.- Develop project plans to identify milestones for clients to follow for a successful SEC filing.- Work with client escalations to identify root cause analysis and problem solving client concerns.

- XBRL SEC Financial Reporting- Managed a team of Senior XBRL Reporting Analysts- Selected by executive management to oversee strategic partner relationships.- Project managed the deployment of a new software product to over 1500 direct and indirect customers.- Authored and integrated client service delivery process.- Recruited, trained and managed a Team of 6 individuals to provide technical XBRL, software and accounting support to 400+ direct Rivet Customers.- Handpicked by executive management to contribute to cross functional team, engaged to redefine and reorganize operations across production, customer support, training, development and sales.- Expanded team to support growth and critical care customers of Rivet’s premier partner R.R. Donnelley.- Provided direct XBRL and project management solutions to CFO’s and Controllers for companies such as Wal-Mart, Boeing, Lockheed Martin, Yahoo, Williams Sonoma and Costco.- Defined, documented and project managed 400+ public company relationships and XBRL SEC Filings.- Provided sales support and solutions for all new customers.- Reviewed service escalations, implementing corrective actions.- Liaison between customers and XBRL production teams, ensuring all change requests changes were accurate and timely.- Developed and managed strong relationships with all direct and indirect customers. - Documented and implemented service delivery best practices to meet evolving industry standards.- Created use case studies, arming IT with content to enhance Rivet’s software platform.- Engaged and managed customers participating in user acceptance testing.

- Developed and documented standard processes for normalizing financial statement data for use in a computer system I assisted in developing that presents standard Financial KPI's (dashboards) for customers primarily in the private and venture capital markets. Managed a team of 4 analysts responsible for data normalization, system testing, use cases and system help desk functions. I also was responsible for performing FASB157 and 409A financial valuations.- Led team in the development of an automated solution for Venture Capital firms such as Kleiner, Perkins, Caufield & Byers, Trident, Menlo, and Sequoia for financial valuations - FAS157. - Worked with team to design internal software that manages data and process while identifying Financial Key Performance Indicators (KPI’s).- Executed demonstrations for potential customer and on-going training for existing customers.- Utilized XBRL codes to standardize financial statements, formatting information for input to the qval software.- Defined valuation process and monitored quality control, placing standards and metrics to set Best Practices.- Developed and documented process training manual for both internal and external customers.- Functioned as key contact for client VC organizations, managing quarterly financial statement submissions. - Set-up and managed help desk for internal and external client inquiries.- Sourced and negotiated contract to outsource data entry.- Managed three financial analysts performing daily tasks.

• Analyzed and documented business process utilizing Visio and use cases related to current and future systems.• Defined, documented, implemented, and maintained all logistics processes for Global Field Services.• Led JAD sessions with DBA’s, Architects, Project Engineers, Project Managers, and Business Users.• Recommended business process improvements and system and hardware changes for the SDLC.• Served as liaison between Business Units and IT.• Created Training Documentation for new processes.• Partnered with the Developers to define the XML Documents for the Network SystemData migration, mapping.• Project managed all fiber audits performed within North America.

• Managed the Colorado Centralized Accounting Department and nine employees. • Provided financial statement support and analysis for all Profit Center Managers.• Assisted the Colorado State Manager, SVP and EVP of the Northwest Region with special projects.• Generated journal entries each month for accruals, allocations, and re-classifications of expenses.• Executed analytical analysis of allocations methodology.• Ensured all Profit Center Managers and their operations were in compliance with Sarbanes-Oxley.• Performed treasury management and cash flow for both escrow and general operating accounts.• Assisted managers with budget analysis, project management, and the financial planning process.• Generated customized financial reports and performance metrics to assist managers on special projects.• Worked extensively with the Shared Resources Department on initiatives that affected Colorado and Utah operations.• Analyzed new products for incorporation into the escrow and revenue accounting software.• Taught training classes on Core Reports (Financial Reporting System) and all aspects of the Intranet.• Member of the Northwest Leadership Team.

• Oversaw GFS logistics, from new installations to return material authorizations (RMA).• Responsible for a global network with over 1.5 billion dollars in deployed equipment and 600 million in stock and spare inventory.• Functioned as Clarify System Administrator for all Clear Logistics system configurations as it relates to GFS.• Defined, developed, documented, implemented, and maintained all processes related to logistics for GFS.• Project Manager for the Asset Management Program company initiative, implementing blind/cycle counts, serialization, and location reconciliation.• Documented scope of work for IT to translate to systems requirements, user acceptance testing, systems documentation and process flows / M&P’s for Level 3 systems.• Project Manager for a wide variety of initiatives including government contracts, audits, training, process changes and implementation, new metrics, and new system analysis.• Nurtured strong working relationship with Internal Audit Team in support of GFS’s 300 sites.• Interacted with key customers regarding logistics and tech products.• Supported merger and acquisition reviews, data migration, and general decisions.• Provided finance with forecast and material budget information on a quarterly basis.

• Managed Accounting Department and six employees.• Member of the executive management team for TSI.• Prepared Monthly Financial Statements for eight branch offices.• Responsible for Beta Testing New Financial and Escrow Software.• Defined and documented all day to day processes.• Oversaw revenue recognition and general ledger analysis for nine branch offices.• Maintained the company database.• Executed escrow reconciliation for 16 accounts and over 300 million dollars monthly.• Reconciled cash to general ledger for financial statement preparation.• Prepared commission, closing, liability, and customer reports for management and administration.• Trained all employees on accounting procedures and related software.• Worked with internal audit and controller monthly for Land America Financial Group, TSI’s parent company. • Prepared investment decisions averaging 10 million dollars each day.