Daniel O'Connell Email & Phone Number

Scottsdale, Az, Us

Management/systems consulting, sales, marketing, implementations, re-implementations, tech support, training, database maintenance, report writing and project management for Microsoft Business Solutions – Dynamics GP and Acumatica for a growing oil and gas service industry and manufacturing clients. Most recently, deployment of ERPNext and tech support and implementation support for Acumatica 2020 R1. Team Leader for large manufacturing implementation project for a world-wide automotive products company Successfully upgraded Dynamics GP, changed the entire chart of accounts for all data with additional segments for reporting purposes  Developed multiple company databases with eliminating companies, and consolidated financials. Created and documented all monthly allocation and elimination entries. Increased reporting capabilities and staged for rapid growth Deployment of and migration to cloud services and hosted applications, AD and hosted service management Provided cost-effective management consulting services to create organizational structure and chart, job positions and descriptions, and KPI’s. Researched, selected and worked with PEO to develop first employee hiring and onboarding process, employment contracts, benefit packages, and first HR services. Successfully rebranded company and created purchasing and sales policies and contracts and initiated social marketing. Maintained audits and adjustments of manufacturing inventory valuations.

Working with multiple clients in the greater Houston area and in Louisiana. Clients are engaged in various business from Oil and Gas to consumer product manufacturing. Worked with new clients in the restaurant and water purification industries.

Project Manager and Senior Applications Consultant for existing and new clients for the implementation of Microsoft Business Solutions Dynamics GP and third party products.

Seattle, Wa, Us

Technical Sales, implementation and consulting for Microsoft Business Solutions - Dynamics GP. Training Technical Support staff on technical support for Dynamics GP.

Redmond, Washington, Us

As team member (contractor) working for Microsoft's MSN Online Services Group I perform data analysis on various complex compensation schemes for the Sales team and assist in the preparation of weekly, monthly, quarterly, half yearly and yearly reporting. I also support the payout calculations of RBI.

Senior Great Plains Systems Implementor - auxillary sales of third party products. Left this position to take some time off, work on my house and sell, etc.

Team Leader responsible for inventory GL account reclassification project and acted as project manager on MSBS Great Plains security setup and implementation for 30 users.Implemented reconfigurations, upgrade, training and rollout of invoice imaging and approval system for 200 stores in the US and Canada, as well as 100 corporate users.

Handled implementation and activation of customer account setup for a startup company that provided software and services for automated electronic Accounts Payable and Accounts Receivable products. Coordinated with clients throughout implementation process, in addition to providing comprehensive user training and documentation. Maintain strong working relationship with Microsoft Business Solutions. Company ceased operations in November, 2004

Hanover, Md, Us

Successfully provided consulting and implementation services for a computer hardware and software VAR in Sacramento, CA that provided services to the State of California. Designed and implemented new chart of accounts, Sales Order Processing, Inventory, Accounts Payable and Payroll. Worked with Robert Half to hire new controller. Provided MS Great Plains training to this and other clients.Key Achievements:• Successfully reorganized and recruited key personnel for managing fast growing company resulting in the first timely and accurate financial statements for company owners.

Oversaw all aspects of sales and implementation of Microsoft Business Solutions Great Plains financial accounting system software and 3rd party products/modules for small/medium sized companies, with responsibility throughout entire implementation lifecycle. Consulting group dissovled in August 2002.Key Achievement:• Significantly increased divisional sales volume, resulting in attainment of “President’s Round Table Award,” 2001.

Seattle, Wa, Us

Directed implementation of Extensity expense reporting system for 501(c)3 non-profit foundation (Technology Resource Institute) that later formed part of Bill and Melinda Gates Foundation, enabling utilization of downloaded AMEX transactions. Reviewed and interviewed Accounting software packages and consulting companies and served on selection committee. Served on the merger/acquisition team. Modified payroll system to allow seamless integration with new accounting system, in addition to converting cash-based system to accrual-based accounting.Key Achievements:• Successfully organized and implemented basic accounting systems that enabled the organization to grow quickly.

Played key role in transition of Boeing Corporate Headquarters Voluntary Investment and Financial Security 401K plans to State Street Bank of Boston, with responsibility for managing tax reporting (1099R), data transfer and testing for over 175,000 accounts with $5 billion in assets.Key Achievements:• Successfully discovered and recouped large historical overpayments to retirees.

Seattle, Wa, Us

Directed financial operations of $4 million, self-sustaining, grant-funded unit within College of Engineering. Oversaw daily activities of accounting staff, while coordinating with senior management on a regular basis. Spearheaded initiative to link department to financial mainframes, while working with programmers to develop products for use in linking mainframe systems and end users.Key Achievements:• Facilitated establishment of accountability and financial control by defining/implementing business and reporting procedures.• Served as Treasurer for $750,000 international conference; developed and implemented interactive registration system to track all conference/registrant information; received 3 commendations for excellent financial management.• Consistently received exemplary reports on internal audits.Instructor (1993 – 1994)• Enhanced finanical management capabilities by successfully training fiscal managers; received excellent ratings from student evaluations.

Ba Accounting, Accounting

Honors English Program

Communications