Subject matter expert for union accounting and the Microsoft Dynamics NAV software to service unions and NFP’sSecure clients and implement accounting and membership systems; transition clients to the service team

Dynamic Shared Services provides shared accounting and administrative functions on behalf of customers, freeing customers to focus on their core mission, reducing long-term operating costs, and standardizing processes. DSS primarily serves non-profit organizations. DSS is powered by Microsoft Dynamics NAV.

Managed ERP system implementation to meet the financial needs of Local Unions in a Shared Service environment Provided guidance to Local Unions on financial management controls and processes including approval workflow for transactions to support detailed governmental reporting needsManaged, hired and developed a staff including defining standard operating procedures in a start-up environment

More than seven years as Corporate Controller in a retail business with 69 locations and multi-millions in sales. Successes include bringing sound management and efficiencies to accounting functions, and implementing accounting (Microsoft Dynamics NAV) and payroll (Ceridian HPW and Ceridian Self Service) systems. Involvement in other areas of the business including Human Resources and Information Technology eventually led to a promotion to Senior Director of IT and Accounting.

Implemented controls and efficiencies to accurately and timely report the financial condition of the company including:decreasing the business days needed to perform month-end close from 12 days to 4 days and quickly provide essential financial data to front-line managersdeveloped an innovative and thorough budgeting and planning process that provides concise accountability to the Board of Directors.key liaison to CPA firm directing year end audit activities and benefit plan audit activities including intermediary between CPA firm, IRS and State of Michigan during tax audits professionally interact and guide a staff of 12 accountants; confidently present and discuss complex information with Executive Managers, Board of Directors, CPA firm and auditorsdeveloped an effective and efficient team of accountants by maintaining a positive and rewarding atmosphere even in times of wage freeze; maintained a level of communication that brought cohesiveness within the accounting team and throughout the company

Streamlined accounting and management functions for a $3 million per year retail operation; focused on the combined management of all operations to exceed the owners’ professional and personal goalsInitiated and established cash management standards including sweep and money market accounts; developed and documented financial and administrative policies and procedures Actively involved in Human Resource functions resulting in a reduction in turnover; conceptualized, researched and implemented a comprehensive benefits package (401(k), Section 125, Health/Optical/Dental/Life Insurance) to maximize employee longevity and moraleConfidentially interacted with CPA firm, legal counsel and financial entities in regard to obtaining $750k SBA Loan

Developed innovative automated system to monitor, control and evaluate cash flow for the Finance Committee of the Board of Directors to make informed executive decisions for capital purchases and investments

Performed and led compliance audits to verify health and welfare benefits for hotel and restaurant union employees in the Detroit Metro Area.