A catalyst and thought partner to help Workato prospects and customers solve finance digital transformation challenges. If you are experiencing finance workflow business pains as a result of high-growth or a change of business strategy, business technology can be leveraged to automate and scale your process.

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Transitioned to a more dedicated Agile Project team structure for increased efficiency. Managed the initial definition and documentation of projects with business partners and clarified goals and roadmap of the finance and legal digital transformation team.

Instituted public company SOX controls to help HashiCorp launch their IPO in December 2021 and exit with a sale to IBM for $6.4 billion in April 2024. Sign-off responsibility on quarterly sub-certification related to the internal controls and financial accountability within the organization. Built a transformation team to hire, manage, and mentor seven Business Systems Analysts and Administrators.IT owner for over 30 SaaS Finance & Legal systems and the transformation and administration of this portfolio. Owned the Finance & Legal Steering Committee Meeting, Roadmap, Project Updates (twice a month), resource capacity planning, and all project management functions for our team’s transformation projects. Maintain flexibility with headcount and professional services budget to expand our team’s capacity during times of direct project needs. Direct point-of-contact for vendor relationships for finance & legal SaaS systems including renewals, escalations, and partnership evaluations. Focused a SaaS rationalization project that consolidated application functionality to remove five systems and save more than $200,000 of annual licensed SaaS budget from the existing portfolio.Projects: ✔ Netsuite Advanced Revenue Management ✔ Snowflake Data Warehouse Implementation ✔ Flexible Consumption Credit Billing Adoption ✔ Electronic Bank Payments ✔ Certa Implementation for Automated Vendor Onboarding ✔ Complete corporate Cost Center restructure ✔ FedRamp solution across portfolio ✔ SOX process adoption ✔ Multiple employee demographic integrations from Workday ✔ Automated backups in SnowflakeFinance systems: Netsuite | Coupa | Avatax | Stripe | Anaplan | Blackline | Concur | TesorioLegal systems: Ironclad | Pactsafe | DocusignCross-functional systems: Snowflake | Workato | Celigo | SalesForce | Workday

Final design approval prior to Build phase in larger projects and prior to deploying small changes to existing Business Systems. Finance & HR enterprise architecture project influence.

Led a team of six members of an IT Finance Applications Team plus multiple teams of consultants. Lead BSA relied upon to train all incoming BSAs on all business systems. Lead IT Finance team member for Revenue Recognition implementation to automate ASC606 requirements through a streamlined, automated process. Implemented complex order-to-cash integration for subscription and professional services orders across multiple performance obligations. Helped shape the current SOX process through focused segregation of duties access changes, participation with internal and external audit teams, and helping influence existing deployment processes to ensure completeness and accuracy. Instrumental in organizing Finance Project Roadmap and expanded visibility of all project efforts. Influencer to Enterprise Architect for upstream and downstream systems that impact finance systems with focus on building long-term, scalable solutions. Streamlined IT ticketing process for all ad-hoc requests.Projects: ✔ RevPro Revenue Recognition Implementation for Subscription and Services ✔ SFDC >> Boomi >> Netsuite Order-to-Cash integration ✔ Assisted in Netsuite >> Coupa P2P process upgrades✔ Netsuite Custom Vendor Approval Workflow ✔ Automated Sales Order Invoice Processing ✔ Advanced InterCompany Management ✔ Netsuite Fixed Asset Management module ✔ Automated Bank Reconciliations through Nolan ABR ✔ Upgraded Electronic Bank Payments module for Bank of America to CashPro ✔ Custom integrations with Adaptive Planning for FP&A ✔ JIRA agile implementation for SDLC project managementFinance systems: Netsuite | Coupa | Adaptive Insights | Avatax | Blackline | Tesorio | RevProCross-functional systems: Salesforce | Boomi | Greenhouse | Bamboo HR

Responsible for all financial transformation projects and administration of Netsuite ERP including development, training, support, change management, etc. Led an IT team focused on finance transformation projects. Delivered an end-to-end CRM system with complicated handoff workflows involving finance, engineering, provisioning, legal, and operations. Source finance data subject-matter expert to implement a full DataHub within SSIS to eliminate PtP integrations, have a reliable disaster recovery solution, and have greater system flexibility and scalability. Completed a utilization-based integration solution which applies automated telecommunications taxes to newly created invoices. Developed a custom utilization-based billing process within Netsuite to automate invoicing. Helped sunset legacy systems integrating multiple workflows into the existing capabilities of the Netsuite platform. Spearheaded multiple acquisitions where migration of ERP functions were critically dependent on a deep understanding of the new company’s finance workflows with an emphasis on accuracy and speed of execution.Projects: ✔ SalesForce implementation ✔ Order-to-Cash integration with custom ✔ Advanced dynamic pricing calculation for orders ✔ SQL Server data hub ✔ Implementation ✔ Automated telecommunications taxation through SureTax ✔ Variable-based work order invoicing ✔ Custom inventory management ✔ Custom Netsuite automated collections process ✔ Web-query JE consolidation import process ✔ Vendor/AP Multi-layer approval workflow ✔Executive Dashboards by roleFinance systems: Netsuite | SureTax Cross-functional Systems: Salesforce | SQL Server 2000 Data Hub | ScheduALL

Responsible for all Netsuite architecture, business processes, reporting, support, documentation, and training. Completed multiple implementations for acquisitions within Netsuite involving A/R, A/P, custom financial reporting, etc. Implemented a more comprehensive Order-to-Cash process that expanded visibility and accountability across sales, finance, fulfillment, and support teams. During the financial crisis in 2007, an elevated priority became the collection process and we built a custom process to increase awareness and build a predictive model within Netsuite to highlight customers who were in jeopardy of becoming dissatisfied and potentially defaulting based on utilization of our SaaS products. Consistently improved ROI of Netsuite year-after-year by increasing the business value and steadily reducing costs.Finance systems: Netsuite Cross-funcitonal systems: SalesForceProjects: Order Processing | Cancellation Process | Support Territory Management | Automated Collections | Drip Marketing | Executive Dashboards | Case Management | Custom Telemarketing Solution for Third Party | Multiple M&A Acquisitions

Responsible for identifying leads, presenting the value proposition of the OneCommand platform to prospects, and closing new business across a specific territory.