Echo Lavoie, Cpa Email & Phone Number

Rochester, Nh, Us

United States

Portsmouth, New Hampshire, United States

• Continuous support of the effort of implementing Salesforce as an originations system by completing analysis, working with the business to define their needs, and writing user stories for requirements.• Continue to collaborate with our consulting firm partners, the Salesforce developers and testing team to provide the best solutions and design for the business needs within Salesforce.• Work with the training team to develop comprehensive user guides while we continue to enhance Salesforce to support the business initiatives• Provide training as well as production support to the business users and stakeholders while they navigate a new system and new features.• Maintain the user story backlog, adding the appropriate tags, assignments, stakeholders and prioritization.

Portsmouth, New Hampshire

• Supported business led enhancements by meeting with the users to understand their requirements, then worked with the developers and QA team to finalize the requirements, prioritize, develop, test and release the new functionality.• Performed analysis and testing of functionality within the Infolease environment for Finance and Financial Operations, and oversaw the general ledger mapping within Infolease.• During the start of the pandemic, there was a massive effort to support the customers who were in need of a deferral on their leases and loans. This led to an all hands on deck project, where I supported the design and implementation of a process and program to facilitate the large number of requests, wrote queries for report generation and process automations.• Wrote the requirements, worked with the business as well as a third party organization to implement SuperTrump for lease classification in the originations system.

Portsmouth, New Hampshire

• Oversaw the SOX Controls for the business units I supported, as well as working with internal and external auditors to ensure compliance and financial statement accuracy.• Acted as a subject matter expert (SME) for the Accounting/Controllership function on several major initiatives.o Implementation of FASB ASC 842 Lease Accounting Standards. o General Ledger Consolidation (moving from Great Plains to PeopleSoft) and later upgrading PeopleSoft from 8.4 to 9.1.o Consolidation of two business units into one Infolease (leasing subledger) environmento Business Led Enhancements• Perform in depth analytical review of portfolio variances, revenue, and expenses to ensure accurate reporting.• Primary Controllership resource for the departments within the business unit I support as well as within the other business units and business segments of the organization.

Portsmouth, New Hampshire

• Oversaw the Accounts Receivable function and managed a small team.• Strong focus on process improvements and system enhancements to increase productivity as well as decreased risk of error to handle volume and portfolio growth without increasing headcount. • Ensuring compliance with applicable SOX guidelines• Completed iManage, a three-day leadership development workshop

Portsmouth, New Hampshire

• Performed daily tasks, such as payment postings, journal entries and general ledger reconciliations as it related to funds coming into the organization.• Collaborated with client relations with research and analysis on customer accounts and resolving issues.• Worked on process and procedural improvements including reducing payment processing time by 90%, and Implemented use of ticketing system, which allowed for improved tracking and a foundation for payment processing through report generation.

Portsmouth, New Hampshire

• Worked with Sales and brokers to get customers approved for funding based on credit, industry and equipment criteria• Communicated and collaborated with Sales and Originations to resolve contingencies, communicate status’s and provide additional support as needed.• Assisted Credit Analysts and Underwriters with their approval processes by performing basic research

Master Of Science (M.S.), Accounting With A Concentration In Forensic Accounting

Bachelors, Accounting/Finance

Associates, Accounting

Master Of Science - Ms, Information Technology

Did not complete the program, but completed the below courses: IT-505 - Core Technologies IT-510 - Advanced Info Technology IT-511.