Implement Invoice/Purchase Order workflows in Yardi Voyager 7S. Lead the design sessions for the business process flow and build the required workflows for several Invoice Register and Purchase Order approval matrixes. Results: Replaced manual paper approvals with and electronic paperless approval workflow.Create a data migration plan to migrate QuickBooks data to client’s current ERP system. Design an ETL methodology plan to move data from legacy database. Extract data from the current QuickBooks database and transform the data into loadable files for the receiving ERP system (Yardi Voyager 7S). Results: Designed a repeatable process that can be used for multiple clients and adapted for other ERP systems.Implement Sage Concur Invoice Solution system for client. Perform setup and testing of the Sage Concur Invoice (SAP Invoice) system. Documented specific client processes, create detailed department workflows, delivered customized department training for a multi-state client. Results: Client had unique workflows attached to invoices and a manual e-mail approval process was replaced with electronic approvals and images.Reconfigure Sage INTACCT accounting system. Review current Sage INTACCT system with client. Design better Sage INTACCT account groups, inactivate legacy department, add new location dimension, and create project smart rules. Results: Client can produce financial statement on a branch/project level and when accounts were grouped correctly made a better financial presentation for management. This configuration eliminated the need to process financial statements in excel.

Design a Yardi Fixed Asset data conversion tool. Migrated the beginning asset values and their accumulated depreciated values for over 200,000+ assets. The legacy data was combined from two different data sources. Results: Replaced an excel module and migrated the information into the ERP (Yardi) system.Implement Investment Management Module in Yardi Voyager 7S Database. Perform the setup, testing and training on the equity roll up for 40,000+ properties owned by different partnerships. I was able to roll-forward since inception all entities to their correct ownership. Results: Removed the need for creating new entities for assets that were sold to new owners.

Launch New Customer Electronic Invoice/Statement System. Performed setup and testing of customer invoice system. Launched training program for property staff, and facilitated the delivery of electronic invoices to the US Portfolio. Results: Customers paid actual balances and A/R department improved accuracy in applying payments correctly.Project Manager for Yardi Voyager Database Upgrade. Led the testing, upgrading and migration for all departments in the company. Documented product enhancement and delivered training for multiple departments. Results: Completed the project with no system downtime and enable company to immediately take advantage of numerous time saving product enhancements.Analyzed and re-configured the recoveries module of the property management software package. As a result of software enhancement upgrades not being installed, company was not utilizing expense recovery module in day-to-day operations. Employees used spreadsheets and other manual tools to procure recovery information. Results: Completed the upgrade and set-up of recovery module so company can process with-in the receivables system and avoid manual data errors.Designed an electronic Effective Rent management tool. Company normally printed several reports for property management software and typed results into several spreadsheets. Attached a macro driven MS-Access database to the One-Site property management database that automatically pushed these results into an excel template. Results: Replaced a full day manual data entry process to a one hour data review project.

Reviewed and re-designed client business process. During implementation of accounting software, discovered client had significant problems creating and maintaining capital improvement budgets. Demonstrated to client the benefits of job cost accounting software to facilitate capital improvement budgeting. Results: The client purchased the job cost module to improve management of capital projects and added additional consulting services, which generated more revenue for MRI.Turned around a significantly underperforming project and restored customer satisfaction. Analyzed and evaluated problem areas. Restructured and built a strong project team. Implemented new standards for staff on project and increased accountability and quality. Moved the client forward in the project implementation and obtained sign-off on several product customizations. Results: Instilled client confidence in the new accounting system and eliminated the need to run parallel accounting systems. Changed client status from returning the software to satisfied customer.Designed and documented a conversion process to enable in-house data migration. Client was running low on project funds to meet 6 month GO-LIVE deadline. Effectively designed a data migration document to enable in-house conversion vs. using external consultant. Results: The client was able to reduce the project costs by $200K and reallocate those funds to build other custom functions that were cut from the original project.Managed multiple projects simultaneously. Incorporated leadership, organization and management skills to effectively stay on top of six small client implementations. Effectively delegated tasks to other consultants and increased staff utilization. Able to keep clients moving forward to completion and provide valuable customer service. Results: Kept all projects within scope and within budget without missing project timing GO-LIVE deadlines.

Created and implemented an automated budgeting variance process. Created a model whereby budget variance revisions could easily be entered and understood by senior management; revisions immediately flowed through to financial statements to show projected financial position of the company on a real time basis. Results: Shorted the variance reporting cycle and created a real time financial projection report with explanations.Created audit work papers for external audit. External auditors had to spend several hours confirming financial statements for each partnership. Created an internal working audit book for each staff accountant to complete before the audit team arrived on site. The book included documents that supported material financial transactions and schedules to back up estimates. Results: Reduced the company external audit from a 12 week engagement to 10 weeks.Developed a receivables system inside the accounting system that allowed for detailed processing of inter-company transactions. Results: Delivered management an itemized list of inter-company receivables and reduced the accounting department's reconciliation of the balances from a two day, full staff process to a one day, one person process.Replaced legacy accounting system used by treasury department to report cash balances. Documented and monitored company cash transactions in the accounting system of record and compared to the treasury department system. Verified that both systems achieved the same results and provided detailed reports to treasury department for each bank account. Results: Eliminated the need for dual bank reconciliations on the accounting and treasury department systems.

Prepared and documented inter-company loan schedules. Created amortization schedules and processed payments for partnership loans. Results: Schedules provided paper trail for transaction during the company audit and partners had up to date payoff amounts for inter-partnership debt.

Managed company accounting functions with multiple business units. Managed the monthly close process. Coordinated and reviewed staff journal entry process. Analyzed the financial statements. Facilitated financial and audit reviews. Implemented and maintained company policies and procedures. Results: Ensured accurate financial reporting and compliance in accordance with GAAP.Performed and managed entire accounting cycle. Performed all month end closing procedures, including making all journal entries and closing out accounts payable and accounts receivable systems. Prepared and discussed financial statements and related reports for all levels of management. Results: Achieved valuable hands on experience in every facet of the accounting cycle.

Designed and created a Freshman Experience Program. Developed a program to work with at-risk first year students. Worked with Dean of Students and academic counselors to design courses to assist students in adjusting to first year of college. Results: Increased first year on-campus student retention by 10%.Created a student housing database to track roommate characteristics. Designed a resident database to track student characteristics to help better match students as roommates. Results: Shortened the roommate assignment process from a one-week manual process to a one day computer generated process. Allowed supervisors easy access to resident assignments and the ability to mass mail assignment letters to students.