Investment and Property Management for Single Family and Multi Family Real Estate ventures.

Reporting, Analysis, and Remediation to US Treasury (IR2) for Making Homes Affordable Program (MHA/HAMP). Preparation, Analysis, Reporting and Remediation for MHA-C (FHLMC) Audit processes related to IR2 reporting for MHA/HAMP programs.

Provided accounting, technology, project management, business analysis and planning, and software selection services to clients in the Dallas/Fort Worth area. Projects Included: • Tax and Operational Accounting with a local CPA firm (5 months), • Project Management, Business Analysis, Planning, and Software Selection for a major privately held commodities firm (4 months). • Business PlanningHardware/Software: MS Office(Excel, Word), MS Visio, MS Project, analyzed Web & Cloud based applications among 3rd party vendor solutions

Served as Primary Analyst on all financial systems modules (PeopleSoft EnterpriseOne and MS Solomon) as well as monitored, evaluated, and implemented all financial system releases and upgrades. Provided on-going training, support, and guidance to all National Center and Affiliate users of AHA’s Financial Systems. Developed and presented training classes on all functional areas of AHA’s financial systems, including GL, AP, AR, FA, and Procurement Cards (PCard). Designed, developed and implemented a multilayered Security model for Enterprise One. Monitored AHA financial systems daily through integrity analysis, security and support request resolution, and direct analysis of server status.Projects included:• Enterprise One Security redesign and deployment• Developed and delivered End User Training and Security for Enterprise One Implementation project• Developed and implemented AP direct deposit and email notification resulting in significant savings to the association• Developed and Implemented an Association wide Procurement Card system resulting in significant savingsHardware/Software: MS Office, MS Visio, MS Project, analyzed Web based applications among 3rd party vendor solutions, Implemented and supported Client Server and Web based 3rd party financial applications and distributed architecture, Heavy SQL use for analysis and resolution of data integrity issues for MS Solomon and JD Edwards – both on SQL Server Database Architecture

Led Client Sales and Business Development as well as Recruiting of Accounting, Technical, Engineering, Financial, Mortgage and Other Candidates.Hardware/Software: MS Office, utilized Web based applications for client projects and search processes, ACT! CRM suite, MS Access/SQL search tools

Full Service Financial Systems Consultant with significant experience in Business Development, Full Life Cycle Client Project Management, Financial (ERP) Software Consulting, Financial Analysis and Reporting, and Client Education and Training primarily focusing on GEAC (Dun & Bradstreet) financial packages. Projects Included: • Led a major healthcare firm’s successful reimplementation of the DBS financials as it reengineered its goals and priorities in the emerging managed healthcare environment. Provided Full Life Cycle Project Management with areas of responsibility including: operations and reporting analysis; interface analysis and development; conversion program design, development, and execution; data reconciliation; consolidation design and development; management and operational reporting design and development; end user training design, development, and delivery; quality control; production cutover supervision; oversight committee review and reporting; post implementation review and reporting. • Consulted on a post implementation project for a major Electronics Wholesaler to analyze, refine, and document processes. Functional areas included interfaces, journal processing, allocations processing, financial and tax reporting. This project also included analyzing, rewriting, and documenting the international tax reporting process, which included reporting on operations in 43 countries in both US and foreign currencies.Hardware/Software: MS Office(Excel, Word), MS Project, network and workstation based tools applications in conjunction with VSAM/COBOL mainframe (3rd party) financial applications, Implemented and supported DBS VSAM/COBOL mainframe (3rd party) financial applications.

Served as Senior Consultant responsible for all major financial systems implementation and upgrades including serving as Lawson Financials Implementation Technical Project Leader, Y2K Project Manager, Action Technologies Workflow Developer, Primary support for GEAC GL:M, FA:M, Financial Analysis and Reporting, Customer Education, Irving Healthcare GL:M Implementation Project Manager, FA:M 6.12 Upgrade , Intranet and HTML Developer Projects Included:• Y2K Project Manager which included analyzing, tracking, and upgrading all financial and other non-medical related systems for both the parent and subsidiary companies. • Technical Project Leader for the conversion of GEAC/DBS ERP mainframe applications to Lawson’s Client/Server ERP/MM/HR on AIX/RISC6000. • Functional/Technical Project Manager for Irving Healthcare conversion to DBS General Ledger.• Designed and developed a Contract Workflow System for Procurement that routed new purchasing contracts through the approval process via email and reduced the contract approval process cycle from approximately 60 days to less than 7 days.Hardware/Software: MS Office(Excel, Word, Access), MS Project, utiliized network and workstation based tools applications in conjunction with VSAM/COBOL mainframe and UNIX Client Server financial applications, Implemented and supported DBS VSAM/COBOL mainframe and Lawson UNIX financial applications.

Served in multiple capacities that required flexible leadership, knowledge, and understanding including Full Life Cycle Customer Project Management, financial analysis and reporting, software and consulting pre-sales, customer and internal education instructor, JAD consultant, consultant mentor, customer support, special project leader, newsletter editor, customer and internal workshop development, SW User Group coordinator Projects Included:• Multiple simultaneous client projects varying in scope covering most major accounting and technical areas including financial and operations analysis, reporting, tax reporting, system tuning, consolidations, budgeting, financial forecasting, interface development, end user training, post implementation installation reviews.• Designed, developed, and implemented a broad based methodology for implementation of DBS/McCormack & Dodge Financials packages.• Designed and built an education program for a large State Government HR/Payroll/Personnel Implementation. • Designed, built, and delivered an end user training program for a large Oil & Gas company that included 900 students.Hardware/Software: MS Office(Excel, Word, Access), MS Project, network and workstation based tools applications in conjunction with VSAM/COBOL mainframe and Client Server financial applications, Implemented and supported DBS VSAM/COBOL and DB2/SQL mainframe financial applications and tools.