- Develops and communicates product vision and roadmap that aligns with organizational goals, and serves as the main point of contact for product updates, risks, and executive briefings.- Establishes and maintains relationships with business and technology stakeholders to drive Product strategy and prioritization decisions.- Collaborates with business stakeholders to gather and define project requirements, and drafts process flows for easy understanding of business process streams.- Creates and refines user stories by articulating the problem and value, defining acceptance criteria, and effectively prioritizing and managing the product backlog.- Serves as a liaison between the business and development teams, and ensures timely delivery of product increments that are aligned with release plans.- Identifies opportunities to enhance and streamline financial processes through technology solutions.

- Communicated with finance business units about common frustrations and issues that affect their work, and then collaborated with internal and external resources to develop technical solutions that meet business requirements. - Identified process issues and root causes, and implemented improvements to enhance productivity and efficiency.- Assisted users in developing/refining their processes around Oracle NetSuite. - Collected requirements for integrations and enhancements, and drafted the business requirements document (BRD) that also included risks and dependencies. - Created test scripts, conducted unit testing, and coordinated user acceptance testing (UAT) for system enhancements and integrations. - Completed data migration for merger and acquisition related projects. - Performed system administrator tasks for Oracle NetSuite, including monitoring user access, creating new user roles and modifying permissions, updating the chart of accounts, creating customized saved searches and reports, creating and updating employee dashboards, creating custom fields, and updating transaction and entity forms. - Monitored the incoming ticket queue and responded within appropriate SLA guidelines. - Ensured SOX compliance by properly documenting department processes, as well as system changes, and supports the audit of related controls.- Maintained a comprehensive understanding of policies, procedures, standards, and supporting technologies, and educated staff accordingly to effectively identify potential risks and alternatives to mitigate risk exposure.

- Performed as the lead consultant for four end to end Oracle NetSuite implementations.- Gathered and documented customer business requirements for Record to Report (R2R), Design to Build (D2B), Order to Cash (OTC), and Procure to Pay (P2P) process areas, and made recommendations for go-forward process improvements.- Completed data migration from client’s legacy system into their new ERP environment.- Worked with clients to configure ERP software that will support their business needs.- Analyzed and developed solutions for business requirements, which included complex configurations and approval routings.- Defined detailed functional requirements for automations and integrations.- Managed the UAT process, and ensured all testing was passed and signed off prior to go-live.- Collaborated and communicated with Project Managers and colleagues to facilitate on time, and on budget, project delivery.

- Provided administration for financial systems, including Oracle NetSuite, Adaptive Insights, Concur, and other financial applications, as well as provided direction and training, ongoing system analysis, and problem resolution.- Managed data integration between all financial systems, ensured integration of financial data is maintained and reconciled, and identified and resolved issues with data integrity.- Assisted with functional design, maintenance and implementation of Oracle NetSuite third party integrations (Celigo, SuitePOS).- Performed functional configurations, enhancements, and system maintenance, and recommended configuration improvements for financial system applications.- Developed and maintained policies and procedures for accounting and application processes.- Maintained proper system access for all users and roles.- Created and maintained system generated monthly financial statements and accompanying schedules, including budget vs. actual variance reports.- Developed system reports required for financial analysis and general ledger reconciliations.- Supported the monthly accounting close process by running the revenue recognition for SHRM and its subsidiaries, analysis and research of financial transactions, and preparation of month end journal entries.

- Worked with cross-functional groups to ensure agreements were structured in a way that accomplished sales and business objectives, while maintaining compliance with ASC 606 standards.- Approved contract set up in the financial system and created deferred revenue schedules for monthly recognition.- Completed monthly and quarterly accounting close activities including collecting evidence of delivery, creating manual journal entries, and performing account reconciliations, and flux analyses. - Prepared and supported revenue recognition disclosures in company SEC report filings.- Researched revenue accounting standards and documented company polices to generally accepted accounting principles (GAAP) requirements.- Provided upper level management with financial reporting information and operational support.- Responded to accounting and financial inquiries by researching and interpreting business unit’s financial data to resolve discrepancies.

- Reviewed project sales agreements for adherence to revenue recognition and billing milestones, and entered contract information into the company’s general ledger system for processing.- Created invoices based on contractual terms for customers in domestic and foreign entities.- Created revenue schedules and managed deferred revenue to ensure that its recognition is completed timely and accurately.- Maintained and updated internal SOX documentation for revenue recognition and supported internal audits of related controls. - Performed month-end closings with respect to revenue accounting.- Conducted variance analyses to determine financial differences and discrepancies.- Trained and mentored junior level staff.- Assisted the company with a system implementation by facilitating the data migration process and completing user acceptance testing.

- Reviewed project contracts for accuracy with signatory authority.- Invoiced clients based on contract and project milestones, processed payments, and collected on past due accounts.- Approved vendor invoices and ran bill payment on a weekly basis.- Reconciled bank accounts, verified deposits, and addressed inquiries from banks.- Produced weekly financial reports for analysis and then briefed executive staff.- Maintained staff’s time and attendance records.- Established, as well as maintained, relationships with company vendors.- Provided outside auditors with assistance by gathering necessary documentation.- Documented department policies and processes, and updated the change control matrix.