Jamie Falk Email & Phone Number

New York, NY, US

Chicago, Illinois, United States

Engaged as a resource to plan migration of existing Crystal Reports to a new database.Reviewed previously created reports to find all data sources utilizing MS-SQL to analyze all stored procedures, views, and functions.Also provided technical support for troubleshooting existing reports. Annotated previous SQL, and Crystal Reports formulas in order to.

Greater New York City Area

• Founder of a consulting firm focused upon the use of Business Intelligence tools for a wide range of clients across verticals that include manufacturing, retail, logistics and web based services
• Oversee various aspects of the project planning and management process, including the determination of project timelines, requirements gathering, application audits, budgets and management of resources
• Utilize extensive knowledge in FRx and Crystal reporting to generate custom reports based off of key stakeholder business requirements
• Merge proficiency in accounting process and business intelligence tools to manage integration, data migration and system upgrade projects
• Utilize SQL to create scripts and generate reports to present data in a clear in concise manner as XML files and other display avenues

Germantown, Maryland, United States

Crystal Reports contractor to create new reports, modify existing reports and Oracle SQL code to meet changing needs of primary client: E-ZPass NY.

Brooklyn, NY

• Support of 25 End-User; 14 Database Great Plains installation. Developed Stored Procedures to enable End-Users to choose which database to utilize when running a report, as opposed to needing separate reports for each.
• Created 5 new Databases for use within Great Plains environment, including Chart of Accounts and default settings for Accounts Payable/Receivable; General Ledger; Cash Management; and Payroll.
• Troubleshooting existing Crystal Reports, creation of Stored Procedures and new reports to replace existing reports. Documentation of Stored Procedures and reports. Created Spreadsheet model to calculate the effect of.

Hawthorne, NY

• Creation of Stored Procedures to automate daily dashboards based upon Crystal Reports.
• Modification and documentation of existing Crystal Reports.
• Reconciliation of Control Accounts to Subsidiary Ledgers.
• Creation of a Reporting Database to combine the operations of three databases.

Pearl River, NY

• Analysis and Documentation of Data Flows into the Ability Accounting System from an in-house Logisitics system.
• Creation of MS-Access database to extract, analyze and summarize 1099 Information from the Accounts Payable system.
• Creation of Crystal Reports based upon end-user's requirements. Documentation and re-formatting of existing Crystal Reports for consistency.
• Preperation and conversion of data to an On-Line Accounting System

NY, NY

• Interact with key stakeholders to flush out business requirements for a globally used collaboration tool
• Create stored procedures to both migrate and update data sets from their Great Plains SQL database to the Workday environment
• Migrate data sets including customers, contracts, invoices, credits and revenue recognition for 3 distinct GP databases, incorporating native GP and extended tables utilized by Workday for Worktag definitions
• Create SQL Views to present the data for migration to XML files and SQL scripts to convert customer an supplier data from Great Plains, incorporating data from spreadsheets to XML for loading to Workday

Secaucus, NJ

• Created numerous business activity queries to supplement existing Epicor Reports and re-create reports from the previous FACTS system for end-users across all operational departments.
• Developed a database to summarize previous system's sales activity by customer, item and time period, uploading the data to user-defined tables within the Epicor system
• Incorporated this data within Epicor to provide more robust BAQ reports

Jamaica, NY

• Supported end-users on the Great Plains accounting system, including data feeds from outside applications and the parent organization
• Provided support for new and existing reporting requirements for management and end-users including totally automated weekly A/R Reports
• Assisted Accounting staff during preparation of periodic financial statements, including the creation of Smart lists for periodic reporting and automation of the annual rate change process for 100,000 records
• Generated files to be utilized in a SalesForce implementation, updated static data and fixed issues in the customer database including the creation of monthly customer statements, saving 6 work hours monthly
• Created new MySQL database to capture data from the IBM Informix system and provide a newly created basis of comparative reporting

Newark, NJ

• Analyzed user reporting requirements to create SQL code to generate reports through open reports
• Troubleshot and verified previously existing reports and audited all newly created documents
• Wrote and posted new reports and modifications to previous documents to the internal tracking system
• Reviewed, modified and annotated all previously created SQL code to conform to internal standards

Livingston, NJ

• Configured all Financials within the Epicor ERP system which included the creation of general ledger chart of accounts for 4 manufacturing divisions and 10 operating departments
• Established detailed rules for generation of new G/L accounts for various divisions and departments
• Created and modified Crystal and FRx reports for internal financial reporting purposes
• Analyzed legacy G/L accounts and reporting requirements to create data maps for consolidated reporting

• Created entire set of Financial Statements per Management specifications using FRx on their MAS 500 SQL based ERP system
• Designed additional analysis tools & Crystal Reports for A/R, sales analysis, accounts payable and payroll
• Developed custom MS-Access databases used in aggregating data from MAS 200 for purposes of commissions, profitability, inventory analysis, accounts receivable and expense tracking for sales staff

• Led project to implement Multi-Currency elements into Great Plains SQL based ERP system
• Determined which Currencies were required, created all appropriate currency elements within the Great Plains system (Currency Codes, Customer Classes, Vendor Classes, etc.)
• Created automated SQL stored procedures which populated Great Plains currency tables after being read by an in-house custom program from the Federal Reserve website
• Developed documentation for end-users for the firm's unique requirements, including PowerPoint presentations to end-users and management on the effects and timing of the multi-currency roll-out

• Project Manager for financial remediation process for integration of an in-house iSeries application to Epicor Financials, while increasing efficiency by eliminating duplicate records and invalid e-mail addresses
• Created new financial reports utilizing FRx as well as established new statistical G/L accounts, integrated budgets and incorporated operating activity in the financial reports
• Troubleshot accounting system operational issues including errors, account analysis and data migration
• Created a detailed subsidiary ledger for deferred revenues which had been undefined for several years, enabling Accounting to write-off $1 Million in undefined liabilities
• Generated mailing and e-mailing lists per marketing department specifications using MS-SQL