Design, Train and Implement QuickBooks and proprietary software integration for Karate start upDesign, Train, and Implement QuickBooks for theological seminary in Europe.Management Consulting practice. Engagements included:Redesign of Accounts Payable processing for a large plumbing supply company ensuring timely and accurate payments while maximizing discount and incentive usage. Developed AP Manual and conducted staff training on new processes. Reconfiguration of donor check process for a major non-profit resulting in over 150% increase in same day processing, improving both cash flow and interest earned. Process design and "automation" (QuickBooks) office functions (billing, receivable, AP/AR, CPA interface) for a landscape design and construction firm significantly reducing administrative time and cost while improving accuracy and professional impression. Project Management of temporary task force charged with US PATRIOT Act compliance for New York private bank, including temporary staff hiring, training and management.

Adminisration

Reporting to the President/CEO managed all finance/accounting functions for the ministry of >150 missionaries in 17 countries and over $14MM in annual donations.Dramatically improved “customer service” to missionary and administrative staff while reducing headcount and departmental cost.• Improved both timeliness and quality of financial reporting to management and missionaries.Designed and installed new General Ledger architecture to simplify transaction accounting/reporting and more appropriately reflect the ministry’s structure.

Dramatically improved Customer Service staff quality while reducing headcount and departmental cost.Initiated designated CSR program with continuous customer assistance:Reduced end-to-end process time from receipt of insurance application to underwriting approval.Implemented a new model that incorporates CSR involvement at each process step resulting in:Fewer applicants failing to complete the insurance application process.Lower cancel/lapse rates for existing customers.With no increase to staff or cost, developed:Cross-sell and new product mailings to insured base.Customer Service procedures for processing new products.Manage invoice/premium processing including:Semi-annual invoice production and mailing to over 16,000 customersPayment processing both electronically and via mail.Financial reporting/remitting to insurance carrier

Designed a new training program for internal use and training of client personnel. Developed curricula and served as lead instructor for LoBue University.Implemented enhanced management processes. Created project metrics to monitor and report engagement quality. Maintained and developed the firm's knowledge base intranet site.

Manager of an organization responsible for maintaining asset control and participant record keeping for defined contribution plans totaling 150,000 participants, trusteeship of $4 billion in assets, and over $3 million in fees. Financial Controller: Reported directly to the; responsible for budgeting, forecasting and financial reporting.

Responsible for financial reporting/analysis in bank trading room