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Utilizing my rare set of skills in accounting, finance, data, process improvement and technology, I strive to find opportunities to provide solutions to end-users of systems that assist in their productivity and reduce their probability for error or defects. Developing, integrating, implementing, deploying, training and managing systems is the backbone; providing creative and viable solutions using concise and effective communication to the user base is key to success.
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Consulting DirectorPs HummingbirdPalm Beach, Fl, Us -
Director Of Consulting Services, F&OHitachi Solutions America May 2023 - PresentIrvine, Ca, UsThe Director of Project Success is a key role in the delivery organization and serves as the Engagement Lead on a portfolio of D365 implementations. The Engagement Lead owns the client relationship and acts as their advocate and trusted advisor as they map out their business transformation while providing a single point of accountability for engagements. Provides leadership, guidance, oversight, and direction to multiple concurrent projects across the breadth of Hitachi Solutions offerings and how Hitachi’s capabilities can best serve our customers. -
Senior Director Of Professional ServicesAnthology Inc Nov 2020 - Apr 2023Boca Raton, Florida, Us -
Director Of Professional Services - Campusnexus Finance/ Hr/ Payroll (Previously Campus Management)Anthology Inc Jul 2020 - Nov 2020Boca Raton, Florida, Us -
Director Of Professional Services - Campusnexus Finance/ Hr/ PayrollCampus Management Corp. Mar 2020 - Jul 2020Boca Raton, Fl, Us -
Senior Manager, Cnf ConsultingCampus Management Corp. Oct 2019 - Mar 2020Boca Raton, Fl, Us -
Senior Implementation ConsultantCampus Management Corp. May 2019 - Oct 2019Boca Raton, Fl, UsResponsible for leading the implementation and training for CampusNexus Finance, CMC's finance solution based on Microsoft Dynamics 365 Finance and Operations for Higher Education. This includes in-depth participation and/or conducting the business requirements review, configuration, and setup of solutions as well as training and documentation deliverables for the end-users. We provide in-depth knowledge of the Microsoft Dynamics 365 application and evaluating the customer’s business processes against the standard Dynamics 365 functionality, resulting in significant efficiency gains for the clients we serve. -
Senior Manager ErpBerkowitz Pollack Brant Advisors And Accountants Apr 2018 - May 2019Miami, Florida, UsDesign, develop, integrate, configure, implement, train and deploy updated financial systems and ancillary platforms (Dynamics 365 for Finance and Operations). Responsible for multiple projects from project charter to identification of business needs and gap analysis to solution design, data migration, UAT and data validation, as well as end user training and support. Manage overall infrastructure of business applications, integrations, data warehouse and BI strategy and deployment, and workflow and reporting management. Conduct business analysis to achieve more efficient processes in the areas of accounting, finance, asset management, CAPEX and OPEX planning, forecasting and data analysis. -
Controller And Interim CfoBerkowitz Pollack Brant Advisors And Accountants Jul 2013 - Jul 2018Miami, Florida, UsProvide management and executive teams with analysis, reporting and support for day-to-day business activities; Create, maintain and implement policies and procedures for financial and operations controls; Management of financial, operational and technological projects from birth to post implementation; Manage transactional accounting and financial preparation team for timely posting of financial records to partners and banking authorities; Maintain database controls for major financial and operational systems; Manage full-cycle budget and forecast process and reporting; Community and business development -
Firm AccountantBerkowitz Pollack Brant Advisors And Accountants Jul 2006 - Jul 2013Miami, Florida, UsResponsible for full-cycle accounting, including accounts payable, accounts receivable, commissions, payroll, bank and credit card reconciliations, general ledger account reconciliations and analysis, and financial statement reporting. -
Firm AccountantProvenance Wealth Advisors Jul 2006 - Jul 2013Fort Lauderdale, Florida, UsResponsible for full-cycle accounting, including accounts payable, accounts receivable, commissions, payroll, bank and credit card reconciliations, general ledger account reconciliations and analysis, and financial statement reporting. -
ControllerAmericraft Cookware Aug 2005 - Jun 2006Mount Dora, Fl, UsBudget, Manage and Implement new customized Accounting Software from conception to completion including the training of accounting managers in FL and WI; Supervise 7 AR, 2 AP, and 2 Commissions subordinates for a $25 million company; Prepared, Maintained, and Budgeted all financial statements for 9 entities including S-corps & LLCs; Manage all Accounting Software, Databases, and creating and maintaining reports using Crystal Reports and SQL SSRS; Manage reporting and payments for Sales and Use taxes to all 50 states as well as provinces of Canada; Establish, maintain, and control commission structure, payment, and reconciliation to 150+ representatives for nationwide sales force; Purchase, track and maintain all fixed assets including but not limited to; sales reps’ vehicles, trailers, computer systems, and all office equipment; Internal Audits and Controls of 31 bank account reconciliations and general ledger accounts for 9 entities as well as Analysis of credit transactions and expense reports for 150+ sales reps -
Operations ManagerUps Supply Chain Solutions Jan 2001 - Jul 2005Alpharetta, Ga, UsManaged 15 direct line supervisors in logistics Hub operations; Process and approve payroll for 250+ line operations staff; Trained all new employees in everyday operations and maintained HR files for each employee; Reviewed daily delivery ADHOC with employees for accountability; Developed Leadership training model and lead hub community activities and annual community day; In charge of safety compliance and training of all OSHA guidelines; Increased productivity, accurateness, and morale in all of my employees
Charles West Skills
Charles West Education Details
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Harvard Business School OnlineCore Credential Of Readiness -
University Of MinnesotaAccounting And Finance
Frequently Asked Questions about Charles West
What company does Charles West work for?
Charles West works for Ps Hummingbird
What is Charles West's role at the current company?
Charles West's current role is Consulting Director.
What is Charles West's email address?
Charles West's email address is cw****@****inc.com
What is Charles West's direct phone number?
Charles West's direct phone number is +178694*****
What schools did Charles West attend?
Charles West attended Harvard Business School Online, University Of Minnesota.
What are some of Charles West's interests?
Charles West has interest in Whiskey Tasting, Health, Children, Cooking, Education, Environment, Science And Technology, Running, Singing, Human Rights.
What skills is Charles West known for?
Charles West has skills like Financial Analysis, Accounting, Finance, Financial Reporting, Management, Financial Accounting, Forecasting, Internal Controls, Data Analysis, Microsoft Excel, Leadership, Analysis.
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