Utilizing my deep experience with PSA (Professional Service Automation) processes, and the Professional Services Industry to:• Participate in the identification and documentation of customer’s NetSuite value gaps • Participate in driving the approach to remediate gaps and consensus with the Customer of same• Work with customers to remediate highest priority gaps• Architect solutions for complex business requirements, which may include configuration and/or integration and/or technical components• Define detailed functional requirements for automations and integrations to NetSuite• Work with technical teams to design and unit test automations and integrations• Perform quality reviews of deliverables developed by other team members• Continue to increase product knowledge and pursue relevant certifications• Collaboration with other ACS teams globally, including TS,Product, General Business, LCS, and Support• Follow essential internal business processes aligned toward delighting NetSuite CustomersI operate independently to provide quality work products to an engagement. Perform varied and complex duties and tasks that need independent judgment, in order to implement Oracle products and technology to meet customer needs. Apply Oracle methodology, company procedures, and leading practices. Demonstrate expertise to deliver functional and technical solutions on moderately complex customer engagements. Lead the solution design and implementation aspects of engagements ensuring high quality, integrated software solutions within constraints of time and budget. Serve as the team lead on projects, providing coaching, guidance and feedback to develop skills of team members. Effectively consult with management of customer organizations. Participate in business development activities. Develop and lead detailed solutions for moderately complex projects.

Focus on PMP Certification, 4th Quarter 2023- Completing PMP coursework - Advising other PMP candidates- Informing on AI and demoing it in use-case scenarios related to my line of work- Attendance and Training at SuiteWorld Netsuite User Conference in October - Las Vegas, NV- Increased volunteering in public service educational outreach- PMP Certification achieved January 2024Other coursework 1st Quarter 2024:- Generative AI Overview for Project Managers, by Project Management Institute- Currently pursuing two Netsuite ERP Certifications- Professional reading on Negotiation skills- Several AI courses- Learning to play tennisSecond Quarter 2024:- Attended Identity Management 2024 Virtual Conference- Working towards NetSuite Foundations certification

Key projects:• Managed implementation of Netsuite ERP, completed in May 2023.• Coordinated and managed inaugural virtual online conference during COVID pandemic of 2020-21, executing 83 presentations over 3 days by 40+ presenters with 2,300 attendees.• Updated our corporate website in 2016: The initial objective was for the website to be a partner in our recruiting process – our Careers page was #2 in pageviews after the Home page.• Worked with our Recruiting team to identify system requirements, procure and deploy an Applicant Tracking System, taking the process from 31 manual steps to 18 steps and automating 50% of the work.• Professional Services Automation (PSA) system: After deploying NetSuite OpenAir, we achieved a 97% compliance rate with timely reporting of time and expenses. Now we can forecast the entire project lifecycle in real-time as resources are scheduled, including the future expense impact on the overall project budgets.• We modernized our payroll and HCM processes when we transitioned to Paylocity, rolling out Employee Self-Service, automated Onboarding and electronic Benefits Enrollment that automatically updates the employee’s payroll deductions.• Developed and updated prescriptive computer configurations for both Windows and Mac desktops that addressed security concerns when the company was a BYOD environment.

Advised on finance and accounting operations as they related to systems and process. Created, revamped, and implemented key systems, policies, procedures, and practices for each function to streamline accounting functions of a rapidly growing professional consulting services firm. Documented and created 30+ standard operating procedures (SOPs) to enhance finance and accounting operations. Key Contributions• Played an integral role in driving change management and continuous improvement by leading the procurement and implementation of NetSuite OpenAir PSA system in 2014; achieved a 97% compliance rate with timely reporting of time and expenses.• Successfully reduced the invoice-to-payment cycle from 1 month to 10 days by pioneering process improvement.• Developed an automated way to import and account for Employee credit card transactions, eliminating $20K of unaccounted-for expenses annually. Credit cards self-reconcile with the automation and exceptions are flagged for investigation automatically.

Worked with several clients from startup to full-scale.Fostered relationships and communicated with business owners on the status of their finances in monthly accounting calls. Managed and trained an accounting staff of 3 employees.Key Contributions• Successfully oversaw and executive monthly accounting cycle for over 20 small business clients. • Implemented e-commerce (Amazon, Shopify, Volusion), merchant services (Stripe, PayPal), and Avalara sales tax automation solutions to streamline operations. • Coordinated inventory SKU’s and Assemblies from Bill-of-Materials (BOM) in cloud inventory systems, while troubleshooting transactional flow into general ledger for cost accounting. • Key role in supporting the rapid-growth, serving as a key member of the NetSuite ERP and Paylocity implementation teams over a 2-year period.

AIPB's mission is to achieve recognition of bookkeepers as accounting professionals; keep bookkeepers up to date on changes in bookkeeping, accounting and tax; answer bookkeepers' everyday bookkeeping and accounting questions; and certify bookkeepers who meet high, national standards.

Management of loan and investment portfolios and cost analysis.

Quickbooks software and accounting procedures training and setup for non-profit organization.

Setup fund accounting and payroll using Quickbooks software on Mac and PC computer systems.Administrative support and training for program trainees. Founded Majuro Quickbooks Users Group.

Set up and maintained accounting system for grant funds and disbursements using Quickbooks software.Coordinated a two-day capital-wide Quickbooks training seminar with US-based Quickbooks advisors, Deloitte & Touche accounting firm, government sponsorship and attendees from the private and public sectors.

Staff training on computer applications and corporate intranet.Implemented new technologies within the branch.Processed account overdraft returns and provided informal training in banking basics for customers at the branch's Customer Service window.

Maintained time-and-billing software system for accounting firm.Designed and conducted training courses for staff on in-house software.Assisted IT director with inventories, documentation and support on all systems.Month-end financial closes including billing and production reports. Assessed, researched and implemented full-featured, cross-departmental Practice Management software.

Assisted small business owner with setup of Quicken accounting system and data entry for tax preparation.

Canvassed elite Arizona businesses for pledge drive sponsorships. Processed Accounts Payable requests and prepared deposits of pledge drive funds.