Technology Leader with experience specializing in financial systems engineering and integration. My background includes designing and implementing large-scale platforms, such as ERP systems and payment gateways, while leading cross-functional teams to deliver business-aligned solutions. I’ve successfully driven digital transformation initiatives that optimize processes like order-to-cash, record-to-report, procure-to-pay cycles, ensuring operational efficiency and scalability. My leadership style focuses on collaboration, innovation, and aligning technology with business strategy to drive revenue growth.
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Enterprise Systems Engineer (Finance, Business Intelligence, Crm)Co-Active Training Institute Aug 2022 - PresentSan Rafael, Ca, UsPartner with strategic product leaders to develop detailed product roadmaps, set up workflows, and execute on product delivery timelines, contributing to long-term finance technology strategies.Design, build, and implement finance systems integrations to streamline processes and enhance data accuracy across the organization.Negotiate Oracle NetSuite contract to optimize terms and maximize value for the organization. -
Senior Enterprise Systems AdministratorCo-Active Training Institute Nov 2021 - Aug 2022San Rafael, Ca, UsDelivered end-to-end financial systems solutions, with a focus on revenue recognition.Built complex SQL query scripts to extract and transform critical data from Microsoft SQL Server ensuring optimized data retrieval and enhancing performance across business intelligence and reporting systems. -
Netsuite Administrator/DeveloperTwinedivy Jun 2021 - Oct 2021Directed the successful implementation of the NetSuite environment, aligning system configuration with business objectives to enhance operational efficiency and scalability.Engineered comprehensive customizations and advanced enhancements to NetSuite Workflows, Forms, Templates, and Dashboards, optimizing the Order-to-Cash cycle to streamline processes.
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AnalystFulton Market Group Jul 2018 - Aug 2020Chicago, Illinois, UsDirected and executed User Acceptance Testing (UAT) for the NetSuite OneWorld implementation within the finance division, ensuring alignment with financial reporting requirements and operational readiness.Automated the Record-to-Report process, reducing monthly close time by 35% and improving data accuracy by 60%, leading to more timely and reliable financial reporting. -
Senior Accounting Technology And Operations AssociateBmo Financial Group Jun 2016 - Dec 2017Toronto, On, CaRecipient of the Quarter One BMO Beam Award for delivering a comprehensive analytical deep dive on over $3 billion in international loan exposure data, successfully presenting key insights to senior leadership.Developed a VBA script to facilitate the comparison of transaction data across two distinct source systems, enhancing data accuracy and reconciliation processes. -
Accounting Technology And Operations AssociateBmo Financial Group Jul 2014 - May 2016Toronto, On, CaEstablished and allocated general ledger accounts to more than 100 cost centers, ensuring accurate financial tracking and reporting.Authored comprehensive procedural documentation to support change management and drive process improvement initiatives. -
AnalystAvant Jul 2013 - Jul 2014Chicago, Il, UsLed a team of analysts to effectively achieve departmental goals while ensuring timely communication of procedural changes. -
ManagerWestern Michigan University May 2009 - Jul 2013Kalamazoo, Mi, UsConducted comprehensive audits of departmental performance biannually, culminating in an annual consulting report.Supervised a team of over 40 employees and assistant managers to achieve nightly objectives effectively.
Kara W. Education Details
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Western Michigan University - Haworth College Of BusinessComputer Information Systems -
University Of ChicagoData Engineering -
Cornell UniversityJavascript Programming
Frequently Asked Questions about Kara W.
What company does Kara W. work for?
Kara W. works for Co-Active Training Institute
What is Kara W.'s role at the current company?
Kara W.'s current role is Finance Systems Leader.
What schools did Kara W. attend?
Kara W. attended Western Michigan University - Haworth College Of Business, University Of Chicago, Cornell University.
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