David Lapidus

David Lapidus Email and Phone Number

PMP, CPA, MS-Project Management
David Lapidus's Location
Trabuco Canyon, California, United States, United States
David Lapidus's Contact Details

David Lapidus personal email

About David Lapidus

With a seasoned background in both accounting and IT, David’s career has focused largely on the implementation and upgrades of ERP systems with an emphasis on J.D. Edwards software.Having consulting for over two decades, in addition to substantive positions as a CFO and IT Director, David is well versed in business systems, controls, and procedures and processes across a broad swath of industries and disciplines.With a passion for Project management, David holds the PMP designation and has expanded that base of knowledge with a Master of Science in Project Management.Proven professional project manager and services leader with over 25 years of consulting, delivery, customer success, project management, people management, and leadership skills. Experienced in engagement management, client management, business development, and practice delivery. Detail oriented project manager with focus on scope, cost, time, and performance. Extensive and comprehensive experience in all aspects of ERP and other software implementations • Successfully managed & delivered complex enterprise software implementation projects • Provided implementation best practices, tools & templates • Led business process & business solution architecture workshops • Led, mentored, coached, and guided teams to meet and exceed customer success • Staffed and delivered portfolios of projects on time, and within budgets • Developed and maintained client relationships at executive level and acted as trusted advisor • Built/developed services teams by hiring the best and brightest • Successfully scaled organizations for growth and managed P&L

David Lapidus's Current Company Details

PMP, CPA, MS-Project Management
David Lapidus Work Experience Details
  • Lennar Homes
    Director Of Corporate Systems & Director Of Document Management Sytems
    Lennar Homes Oct 2012 - Sep 2015
    Aliso Viejo, Ca
    • Directed and managed 20 associates responsible for non-homebuilding corporate Application systems for Lennar and Rialto Capital Management: J.D. Edwards, Oracle Document Management, Kofax, Zendesk Ticketing System, DocPath, Sungard Treasury Management, MetaViewer, HP Autonomy, Blueprint.• For candidate new systems: responsible for understanding and documenting User’s comprehensive requirements followed by detailed research, comparative and financial analysis of product alternatives ultimately leading to product selection and implementation. Project managed implementations from conception to “Live” status, including customizations, testing, training, support, and User documentation.• For legacy systems: provided ongoing daily support and training, managed product upgrades and continual customer requests for reports, enhancements, and customizations. Maintained strong relationships with vendors. • As related to J.D. Edwards: supported the entirety of Lennar and Rialto Capital Management with daily support and issue resolution, training, reporting, enhancements and customizations, new module implementations, and staff augmentation to “customer” departments. Worked with Arctools on project to archive over 20 years of ERP data.• Pertaining to Document Management Systems: supported the entirety of Lennar, Rialto Capital Management, and the legal, mortgage and title operations with daily support and issue resolution, training, reporting, enhancements and customizations. Implemented HP Autonomy for the Lennar legal department. Undertook a significant project to contemplate replacing Oracle 10g with a new ECM product to capitalize on workflow capabilities, automated document expiration, integration with J.D. Edwards, electronic AP invoicing, and enhanced document storage, retrieval, and safeguarding of data.• Worked directly with both internal and external auditors providing them with specific and general purpose reports, support, and analysis of data.
  • Denovo Ventures, Llc
    Cfo
    Denovo Ventures, Llc Feb 2010 - Oct 2012
    Laguna Niguel, Ca
    Denovo, an Oracle Business Partner supporting all aspects of J.D. Edwards software:• Actively worked with the Delivery and Sales teams to derive potential solutions to overcome clients stated or perceived objections based on cost, timeframes, and/or project scope. • Identifying new funding opportunities, drafting prospective programmatic budgets and determining cost effectiveness of prospective service delivery. • Oversee the management and coordination of all fiscal reporting activities for the organization including: organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract budgets. • Oversee the production of monthly reports including financial statements and cash flow projections for use by Executive management.• Assist in the design, implementation, and timely calculations of wage incentives, commissions, and salaries for the staff. • Serve as one of the trustees and oversee administration and financial reporting of the organization's Savings and Retirement Plan. • Monitor banking activities of the organization and ensure adequate cash flow to meet the organization's needs. • Investigate cost-effective benefit plans and other fringe benefits which the organization may offer employees and potential employees with the goal of attracting and retaining qualified individuals. • Oversee all purchasing and payroll activity. • Oversee Accounts Payable and Receivable as well as business insurance plans and health care coverage analysis. • Implemented Unanet, a project based time and expense software, corporate-wide within a six week timeframe resulting in increased margin and profitability as a result of better, more flexible project tracking and increased visibility into costing. Currently implementing the forecasting and budgeting features of the product for resource planning and scheduling.• Introduced a new forecasting model and corresponding tools using Unanet.
  • Systems Management Inc
    Regional Director, Socal
    Systems Management Inc Jan 2008 - Feb 2009
    The Regional Director position involves management of the Consulting Practice for Delivery in the respective region. The Director has responsibility and accountability over all Delivery matters, including Project, Consultant, and Client management, P&L responsibility, SubContractor relationships, project profitability, and other inter-related fundamentals.• Managed the J.D. Edwards consulting practice in Southern California with approximately 25 consultants/project managers and business development staff. • Developed the consulting staff through mentorship and career-pathing. Performed project staffing for the region. • Wrote/reviewed all Statements of Work. Supported the sales team by providing implementation estimates, timelines, and assembled project teams culminating in strong proposals and profitable projects• P&L accountability over the region. Served on the company steering committee, providing input on corporate-wide strategy, decisions, and direction. • Counseled the president and controller on financial issues such as company financial review, GAAP requirements, adjustments to accounting treatments, and recommendations to increase cash flow and profitability.• Developed and implemented an automated, comprehensive budget modeling tool to prepare and track the regional and corporate budgets achieving greater accuracy and consistency in the budget process.• Initiated and implemented a multi-variable project-profitability modeling tool markedly enhancing visibility and productively increasing project profitability by several percentage points.
  • Pacific Crest Associates, Llc
    Principal
    Pacific Crest Associates, Llc Mar 2006 - Feb 2008
    Irvine, Ca
    Prepared business plans and budget as well as designed/implemented the company website and marketing collateral. Created and managed legal agreements. Oversaw and reviewed accounting, reporting, and payroll functions. Managed all analytics and efficiency modeling. Initiated employee compensation models, including progressive commission scales based on profitability. Placed candidates in permanent positions, making the match between clients and candidates.• Consistently delivered the highest number of placements and drove the most revenues in the company.• Successfully implemented a web based Applicant Tracking system that enabled the company to measure and control efficiency.
  • Profit Concepts International
    Vp Operations
    Profit Concepts International 1992 - 2006
    Long Beach, Ca
    • Engaged directly with the Sales teams to facilitate the structuring of prospective deals such that individual client financing, personnel, and time constraints, could be customized to satisfy potential client concerns and/or obstacles.• Consulted in J.D. Edwards software at client sites domestically and internationally from 1992 through 2001, with a specialization in the Job Costing, Financial, and Distribution modules. Database and program integrity analysis using DBU, IBM Query, and SQL.• Performed business consulting, and process re-engineering across diverse industries and clients, addressing business issues and improvements pertinent to the finance, distribution, and manufacturing segments, of their respective enterprises. • Involved in all strategic decisions and direction of the company as an Executive Officer. • Responsible for delivery, staff development, and overall practice management. • Maintained direct oversight of the financial, treasury, human resource, IT, and legal functions. • Oversaw budget and P&L at the project and company levels. • Analyzed and developed KPI’s for analytics of staff, projects, and company. • Acted in both project and engagement manager capacities. • Oversaw the implementation and project management of Unanet, a time and expense tracking system for projects in a matrix consulting Organization.

David Lapidus Skills

Financial Accounting Erp Jd Edwards Document Management Business Systems Implementation Consulting Professional Services Delivery Management Software Project Management Ms Project Data Conversions Integration Crm Budgets Business Intelligence Business Analysis Business Process Process Improvement Business Process Improvement Requirements Analysis

David Lapidus Education Details

Frequently Asked Questions about David Lapidus

What is David Lapidus's role at the current company?

David Lapidus's current role is PMP, CPA, MS-Project Management.

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What schools did David Lapidus attend?

David Lapidus attended California State University, Northridge, University Of Wisconsin-Platteville.

What are some of David Lapidus's interests?

David Lapidus has interest in Hiking, Road Cycling.

What skills is David Lapidus known for?

David Lapidus has skills like Financial Accounting, Erp, Jd Edwards, Document Management, Business Systems Implementation, Consulting, Professional Services Delivery, Management, Software Project Management, Ms Project, Data Conversions, Integration.

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